Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 41-6334475

MUSSER FUND

Tax-exempt · MILWAUKEE, WI 53201

Financials

$1.2M$1.5M2023$1.9M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of MUSSER FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,900,070$1,410,663$489,407$17,871,650$0$17,871,650
December 31, 2023990-PF$1,206,548$1,495,377-$288,829$17,358,510$0$17,358,510
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$619,099
Net gain from sales of assets
$1,280,050
Other income
$921

Expenses

Grants and similar amounts paid
$905,050
Compensation of officers, directors and key employees
$248,072
Disbursements for charitable purposes
$1,191,712
Excise tax on investment income
$23,287

Balance sheet and other

Total assets, start of year
$17,358,510
Total assets, end of year
$17,871,650
Total liabilities, end of year
$0
Net assets, end of year
$17,871,650
Fair market value of assets
$23,328,241
Qualifying distributions
$1,191,712
Net investment income
$1,888,394

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
US BANK NA
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$168,072
SOPHIA WALKER
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
JANE TAYLOR
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
HILERY LINDMIER
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
SUZANNE DUKE
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
SARAH GADD
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
WILLIAM BULLOCK JR
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
SABRINA WATKINS
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
ANNIE BRIGGS
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$206,998
SOPHIA WALKER
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
ROGER KILGORE
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
HILERY LINDMIER
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
SUZANNE DUKE
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
SARAH GADD
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
WILLIAM BULLOCK JR
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
JAMES KAHEA THRONAS
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000
ANNIE BRIGGS
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
DIRECTOR2$10,000

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% FIRST BANK NA TTEE
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(651) 466-8710
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
41-6334475
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$17,871,650
Income (IRS master file)
$7,801,323

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,900,070$1,410,663$17,871,650XML
990-PFDecember 2023$1,206,548$1,495,377$17,358,510XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 41-6334475).

Questions about MUSSER FUND

What is the EIN of MUSSER FUND?
The employer identification number (EIN) of MUSSER FUND is 41-6334475.
Is MUSSER FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to MUSSER FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MUSSER FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of MUSSER FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MUSSER FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MUSSER FUND?
The 990-PF for the year ended December 31, 2024 lists 9 people; 9 received compensation from the organization, the highest $168,072 (US BANK NA, TRUSTEE).
How much revenue does MUSSER FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,900,070, expenses of $1,410,663 and total assets of $17,871,650 at year end.

Other nonprofits in MILWAUKEE

All nonprofits in MILWAUKEE · Wisconsin