Nonprofit · EIN 42-6295370
CHARLES E FAHRNEY EDUCATION FOUNDATION
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $308,599 | $298,989 | $9,610 | $5,415,039 | $0 | $5,415,039 |
| February 29, 2024 | 990-PF | $52,645 | $297,509 | -$244,864 | $5,082,920 | $0 | $5,082,920 |
| February 28, 2023 | 990-PF | $189,657 | $343,820 | -$154,163 | $4,608,961 | $0 | $4,608,961 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Dividends
- $143,348
- Net gain from sales of assets
- $164,475
- Other income
- $776
Expenses
- Grants and similar amounts paid
- $232,500
- Compensation of officers, directors and key employees
- $59,415
- Disbursements for charitable purposes
- $256,588
- Excise tax on investment income
- $3,705
Balance sheet and other
- Total assets, start of year
- $5,082,920
- Total assets, end of year
- $5,415,039
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,415,039
- Fair market value of assets
- $5,415,039
- Qualifying distributions
- $256,588
- Net investment income
- $308,472
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK N A 123 E THIRD ST, OTTUMWA IA, IA 525018003 | TRUSTEE | 40 | $59,415 |
990-PF for the year ended February 29, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK N A 123 E THIRD ST, OTTUMWA IA, IA 525018003 | TRUSTEE | 40 | $54,622 |
990-PF for the year ended February 28, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK N A 123 E THIRD ST, OTTUMWA IA, IA 525018003 | TRUSTEE | 40 | $54,431 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % FIRSTAR BANK OTTUMWA
- 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 42-6295370
- 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
- Accounting year ends
- February
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,415,039
- Income (IRS master file)
- $1,105,936
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $308,599 | $298,989 | $5,415,039 | XML |
| 990-PF | February 2024 | $52,645 | $297,509 | $5,082,920 | XML |
| 990-PF | February 2023 | $189,657 | $343,820 | $4,608,961 | XML |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 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 42-6295370).
Questions about CHARLES E FAHRNEY EDUCATION FOUNDATION
- What is the EIN of CHARLES E FAHRNEY EDUCATION FOUNDATION?
- The employer identification number (EIN) of CHARLES E FAHRNEY EDUCATION FOUNDATION is 42-6295370.
- Is CHARLES E FAHRNEY EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Are donations to CHARLES E FAHRNEY EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARLES E FAHRNEY EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARLES E FAHRNEY EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARLES E FAHRNEY EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of CHARLES E FAHRNEY EDUCATION FOUNDATION?
- The 990-PF for the year ended February 28, 2025 lists 1 person; 1 received compensation from the organization, the highest $59,415 (U S BANK N A, TRUSTEE).
- How much revenue does CHARLES E FAHRNEY EDUCATION FOUNDATION have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $308,599, expenses of $298,989 and total assets of $5,415,039 at year end.
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