Nonprofit · EIN 41-6263344
JAMES E DOHERTY MEDICAL ASSISTANCE FUND
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $152,588 | $85,682 | $66,906 | $1,041,981 | $0 | $1,041,981 |
| September 30, 2024 | 990-PF | $92,364 | $98,092 | -$5,728 | $975,079 | $0 | $975,079 |
| September 30, 2023 | 990-PF | $24,144 | $84,436 | -$60,292 | $980,805 | $0 | $980,805 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $34,566
- Net gain from sales of assets
- $117,988
- Other income
- $34
Expenses
- Grants and similar amounts paid
- $60,000
- Compensation of officers, directors and key employees
- $21,763
- Disbursements for charitable purposes
- $63,701
- Excise tax on investment income
- $1,841
Balance sheet and other
- Total assets, start of year
- $975,079
- Total assets, end of year
- $1,041,981
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,041,981
- Fair market value of assets
- $1,521,568
- Qualifying distributions
- $63,701
- Net investment income
- $152,588
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $21,763 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $20,251 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA 101 E 5TH ST, ST PAUL, MN 55101 | TRUSTEE | 1 | $18,778 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % US BANK NA
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (888) 265-7962
- Return prepared by
- PWC US TAX LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 41-6263344
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2004
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,041,981
- Income (IRS master file)
- $348,814
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $152,588 | $85,682 | $1,041,981 | XML |
| 990-PF | September 2024 | $92,364 | $98,092 | $975,079 | XML |
| 990-PF | September 2023 | $24,144 | $84,436 | $980,805 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-6263344).
Questions about JAMES E DOHERTY MEDICAL ASSISTANCE FUND
- What is the EIN of JAMES E DOHERTY MEDICAL ASSISTANCE FUND?
- The employer identification number (EIN) of JAMES E DOHERTY MEDICAL ASSISTANCE FUND is 41-6263344.
- Is JAMES E DOHERTY MEDICAL ASSISTANCE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to JAMES E DOHERTY MEDICAL ASSISTANCE FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES E DOHERTY MEDICAL ASSISTANCE FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES E DOHERTY MEDICAL ASSISTANCE FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES E DOHERTY MEDICAL ASSISTANCE FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JAMES E DOHERTY MEDICAL ASSISTANCE FUND?
- The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $21,763 (US BANK N A, TRUSTEE).
- How much revenue does JAMES E DOHERTY MEDICAL ASSISTANCE FUND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $152,588, expenses of $85,682 and total assets of $1,041,981 at year end.
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