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Nonprofit · EIN 43-6328116

JEAN JACK & MILDRED LEMONS CHARITABLE TRUST

Tax-exempt · MILWAUKEE, WI 53201

Financials

$487K$671K2023$1.1M$503K2024
Revenue Expenses · by fiscal year end
Financials of JEAN JACK & MILDRED LEMONS CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$1,051,448$503,267$548,181$7,736,980$0$7,736,980
June 30, 2024990-PF$487,212$670,595-$183,383$7,188,966$0$7,188,966
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$249,010
Net gain from sales of assets
$802,346
Other income
$92

Expenses

Grants and similar amounts paid
$385,000
Compensation of officers, directors and key employees
$107,429
Disbursements for charitable purposes
$397,243
Excise tax on investment income
$13,215

Balance sheet and other

Total assets, start of year
$7,188,966
Total assets, end of year
$7,736,980
Total liabilities, end of year
$0
Net assets, end of year
$7,736,980
Fair market value of assets
$9,530,502
Qualifying distributions
$397,243
Net investment income
$1,050,265

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.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$107,429
DR DENNIS SMITH
2700 MCCLELLAND BLVD, JOPLIN, MO 64804
GRANT SELECTION0$0
DR NORM RIDDER
2700 MCCLELLAND BLVD, JOPLIN, MO 64804
GRANT SELECTION0$0
DR MELINDA MOSS
2700 MCCLELLAND BLVD, JOPLIN, MO 64804
GRANT SELECTION0$0
990-PF for the year ended June 30, 2024: 4 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$103,227
DR DENNIS SMITH
2700 MCCLELLAND BLVD, JOPLIN, MO 64804
GRANT SELECTION0$0
DR NORM RIDDER
2700 MCCLELLAND BLVD, JOPLIN, MO 64804
GRANT SELECTION0$0
DR MELINDA MOSS
2700 MCCLELLAND BLVD, JOPLIN, MO 64804
GRANT SELECTION0$0

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(314) 418-2643
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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
43-6328116
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
June
Files
Form 990-PF
Assets (IRS master file)
$7,736,980
Income (IRS master file)
$4,749,091

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$1,051,448$503,267$7,736,980XML
990-PFJune 2024$487,212$670,595$7,188,966XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 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 43-6328116).

Questions about JEAN JACK & MILDRED LEMONS CHARITABLE TRUST

What is the EIN of JEAN JACK & MILDRED LEMONS CHARITABLE TRUST?
The employer identification number (EIN) of JEAN JACK & MILDRED LEMONS CHARITABLE TRUST is 43-6328116.
Is JEAN JACK & MILDRED LEMONS CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3).
Are donations to JEAN JACK & MILDRED LEMONS CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JEAN JACK & MILDRED LEMONS CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of JEAN JACK & MILDRED LEMONS CHARITABLE 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 JEAN JACK & MILDRED LEMONS CHARITABLE 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 JEAN JACK & MILDRED LEMONS CHARITABLE TRUST?
The 990-PF for the year ended June 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $107,429 (US BANK N A, TRUSTEE).
How much revenue does JEAN JACK & MILDRED LEMONS CHARITABLE TRUST have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $1,051,448, expenses of $503,267 and total assets of $7,736,980 at year end.

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