Nonprofit · EIN 42-1180466
MERL HOOD MEMORIAL FUND TRUST
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $7,121 | $4,474 | $2,647 | $61,812 | $0 | $61,812 |
| June 30, 2024 | 990-PF | $2,631 | $5,905 | -$3,274 | $59,102 | $0 | $59,102 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $2,303
- Net gain from sales of assets
- $4,816
- Other income
- $2
Expenses
- Grants and similar amounts paid
- $60
- Compensation of officers, directors and key employees
- $2,070
- Disbursements for charitable purposes
- $2,536
- Excise tax on investment income
- $73
Balance sheet and other
- Total assets, start of year
- $59,102
- Total assets, end of year
- $61,812
- Total liabilities, end of year
- $0
- Net assets, end of year
- $61,812
- Fair market value of assets
- $72,542
- Qualifying distributions
- $2,536
- Net investment income
- $7,119
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $2,070 |
| TRACY R CRUMES-KIRUBAKARAN 302 PENNSYLVANIA AVE, OTTUMWA, IA 525012038 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL V STRODA 1054 S WEBSTER, OTTUMWA, IA 52501 | CO-TRUSTEE | 1 | $0 |
| LAURA J SEE PO BOX 308, OTTUMWA, IA 525010308 | TRUSTEE | 8 | $0 |
| US BANK N A PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $0 |
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
- (641) 683-2045
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1180466
- 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
- 1983
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $61,812
- Income (IRS master file)
- $25,165
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $7,121 | $4,474 | $61,812 | IRS |
| 990-PF | June 2024 | $2,631 | $5,905 | $59,102 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 42-1180466).
Questions about MERL HOOD MEMORIAL FUND TRUST
- What is the EIN of MERL HOOD MEMORIAL FUND TRUST?
- The employer identification number (EIN) of MERL HOOD MEMORIAL FUND TRUST is 42-1180466.
- Is MERL HOOD MEMORIAL FUND TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
- Are donations to MERL HOOD MEMORIAL FUND TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MERL HOOD MEMORIAL FUND TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MERL HOOD MEMORIAL FUND TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERL HOOD MEMORIAL FUND TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MERL HOOD MEMORIAL FUND TRUST?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $2,070 (US BANK N A, TRUSTEE).
- How much revenue does MERL HOOD MEMORIAL FUND TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $7,121, expenses of $4,474 and total assets of $61,812 at year end.
Other nonprofits in MILWAUKEE
- AURORA HEALTH CARE INC EIN 61-1649250 · last filed 990 for 2024
- FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC EIN 39-6105970 · last filed 990 for 2025
- THE MEDICAL COLLEGE OF WISCONSIN INC EIN 39-0806261 · last filed 990 for 2025
- FROEDTERT THEDACARE HEALTH INC EIN 39-2014409 · last filed 990 for 2025
- CHILDRENS HOSPITAL OF WISCONSIN INC EIN 39-0812532 · last filed 990 for 2024
- MARQUETTE UNIVERSITY EIN 39-0806251 · last filed 990 for 2025
- CHORUS COMMUNITY HEALTH PLANS INC EIN 27-1494977 · last filed 990 for 2024
- CHILDRENS HOSPITAL AND HEALTH SYSTEM INC EIN 39-1500074 · last filed 990 for 2024