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Nonprofit · EIN 43-6018209

BOLANCHE BORDLEY TRUST 051330C

Tax-exempt · MILWAUKEE, WI 53201

Financials

$363K$225K2022$751K$579K2023$630K$83K2024
Revenue Expenses · by fiscal year end
Financials of BOLANCHE BORDLEY TRUST 051330C by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$629,883$83,343$546,540$4,819,182$0$4,819,182
September 30, 2024990-PF$751,390$579,177$172,213$4,272,656$0$4,272,656
September 30, 2023990-PF$363,190$224,567$138,623$4,100,449$0$4,100,449
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$173,481
Net gain from sales of assets
$456,263
Other income
$139

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$64,409
Disbursements for charitable purposes
$8,941
Excise tax on investment income
$7,929

Balance sheet and other

Total assets, start of year
$4,272,656
Total assets, end of year
$4,819,182
Total liabilities, end of year
$0
Net assets, end of year
$4,819,182
Fair market value of assets
$5,803,895
Qualifying distributions
$8,941
Net investment income
$629,818

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.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$64,409
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
U S BANK NA
PO BOX 0634, MILWAUKEE, WI 532010634
CORP. TRUSTEE1$63,365
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
U S BANK NA
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$60,347

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% U S BANK NA
Signed the 990-PF
U S BANK N A BY, 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 yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
43-6018209
Exempt since
1900
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$4,819,182
Income (IRS master file)
$2,480,041

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$629,883$83,343$4,819,182XML
990-PFSeptember 2024$751,390$579,177$4,272,656XML
990-PFSeptember 2023$363,190$224,567$4,100,449XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 43-6018209).

Questions about BOLANCHE BORDLEY TRUST 051330C

What is the EIN of BOLANCHE BORDLEY TRUST 051330C?
The employer identification number (EIN) of BOLANCHE BORDLEY TRUST 051330C is 43-6018209.
Is BOLANCHE BORDLEY TRUST 051330C tax-exempt?
Yes. The IRS lists it as tax-exempt since 1900.
Which annual return does BOLANCHE BORDLEY TRUST 051330C file?
Form 990-PF. Private foundations file every year.
When is the next return of BOLANCHE BORDLEY TRUST 051330C 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 BOLANCHE BORDLEY TRUST 051330C 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 BOLANCHE BORDLEY TRUST 051330C?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $64,409 (US BANK N A, TRUSTEE).
How much revenue does BOLANCHE BORDLEY TRUST 051330C have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $629,883, expenses of $83,343 and total assets of $4,819,182 at year end.

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