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Nonprofit · EIN 42-6056780

WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE

Tax-exempt · MILWAUKEE, WI 53201

Financials

−$1K$35K2022
Revenue Expenses · by fiscal year end
Financials of WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2022990-PF (amended)-$1,307$34,752-$36,059$0$0$0
Financial details: 990-PF for the year ended December 31, 2022

Revenue

Dividends
$521
Net gain from sales of assets
-$1,839
Other income
$11

Expenses

Grants and similar amounts paid
$29,984
Compensation of officers, directors and key employees
$1,283
Disbursements for charitable purposes
$33,382

Balance sheet and other

Total assets, start of year
$37,103
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets, end of year
$0
Qualifying distributions
$33,382
Net investment income
$531

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, 2022, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$1,283

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% US BANK TRUST TAX DEPT
Signed the 990-PF
U S BANK N A, TRUSTEE
Phone
(712) 325-2842
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, 2025Not on file
2023December 31, 2023May 15, 2024Not on file

At risk of automatic revocation

None of the last three returns is in the IRS public files. The IRS revokes tax-exempt status after three consecutive years without a return. Recent filings can take a few weeks to appear.

IRS record

EIN
42-6056780
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,041
Income (IRS master file)
$38,968

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2022-$1,307$34,752$0XML
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 42-6056780).

Questions about WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE

What is the EIN of WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE?
The employer identification number (EIN) of WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE is 42-6056780.
Is WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE file?
Form 990-PF. Private foundations file every year.
When is the next return of WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE 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 WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2022.
Who are the officers and directors of WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE?
The 990-PF for the year ended December 31, 2022 lists 1 person; 1 received compensation from the organization, the highest $1,283 (US BANK N A, TRUSTEE).
How much revenue does WILLIAM DAVIS TRUST FBO SIMPSON COLLEGE have?
On its 990-PF for the year ended December 31, 2022 it reported revenue of -$1,307, expenses of $34,752 and total assets of $0 at year end.

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