Nonprofit · EIN 42-6235454
GERTRUDE A BODWELL TRUST UW
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $27,911 | $24,967 | $2,944 | $344,234 | $0 | $344,234 |
| September 30, 2024 | 990-PF | $9,995 | $23,831 | -$13,836 | $341,293 | $0 | $341,293 |
| September 30, 2023 | 990-PF | $7,865 | $25,679 | -$17,814 | $355,129 | $0 | $355,129 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $13,186
- Net gain from sales of assets
- $14,717
- Other income
- $8
Expenses
- Grants and similar amounts paid
- $16,797
- Compensation of officers, directors and key employees
- $6,418
- Disbursements for charitable purposes
- $18,939
- Excise tax on investment income
- $306
Balance sheet and other
- Total assets, start of year
- $341,293
- Total assets, end of year
- $344,234
- Total liabilities, end of year
- $0
- Net assets, end of year
- $344,234
- Fair market value of assets
- $429,102
- Qualifying distributions
- $18,939
- Net investment income
- $27,906
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 | $6,418 |
| U S BANK PO BOX 0634, MILWAUKEE, WI 532010634 | CORP. TRUSTEE | 1 | $0 |
990-PF for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK PO BOX 0634, MILWAUKEE, WI 532010634 | CORP. TRUSTEE | 1 | $6,040 |
990-PF for the year ended September 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK PO BOX 2043, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $5,843 |
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, 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
- 42-6235454
- 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
- 1977
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $344,234
- Income (IRS master file)
- $135,859
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $27,911 | $24,967 | $344,234 | XML |
| 990-PF | September 2024 | $9,995 | $23,831 | $341,293 | XML |
| 990-PF | September 2023 | $7,865 | $25,679 | $355,129 | 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 42-6235454).
Questions about GERTRUDE A BODWELL TRUST UW
- What is the EIN of GERTRUDE A BODWELL TRUST UW?
- The employer identification number (EIN) of GERTRUDE A BODWELL TRUST UW is 42-6235454.
- Is GERTRUDE A BODWELL TRUST UW tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to GERTRUDE A BODWELL TRUST UW tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERTRUDE A BODWELL TRUST UW file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERTRUDE A BODWELL TRUST UW 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 GERTRUDE A BODWELL TRUST UW 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 GERTRUDE A BODWELL TRUST UW?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $6,418 (US BANK N A, TRUSTEE).
- How much revenue does GERTRUDE A BODWELL TRUST UW have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $27,911, expenses of $24,967 and total assets of $344,234 at year end.
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