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Nonprofit · EIN 43-6466750

THE BALLMANN FAMILY PRIVATE FOUNDATION

Tax-exempt · MILWAUKEE, WI 53201

Financials

$3M$1.5M2022$2.6M$1.8M2023$2.6M$2M2024
Revenue Expenses · by fiscal year end
Financials of THE BALLMANN FAMILY PRIVATE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$2,608,634$2,021,611$587,023$23,097,416$0$23,097,416
May 31, 2024990-PF$2,566,735$1,783,649$783,086$22,509,406$0$22,509,406
May 31, 2023990-PF$2,968,165$1,530,081$1,438,084$21,709,725$0$21,709,725
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Dividends
$911,296
Net gain from sales of assets
$1,685,083
Other income
$12,255

Expenses

Grants and similar amounts paid
$1,834,375
Compensation of officers, directors and key employees
$107,400
Disbursements for charitable purposes
$1,920,355
Excise tax on investment income
$35,442

Balance sheet and other

Total assets, start of year
$22,509,406
Total assets, end of year
$23,097,416
Total liabilities, end of year
$0
Net assets, end of year
$23,097,416
Fair market value of assets
$39,695,812
Qualifying distributions
$1,920,355
Net investment income
$2,608,634

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$107,400
990-PF for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$96,207
990-PF for the year ended May 31, 2023: 1 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 387, ST LOUIS, MO 63166
TRUSTEE1$85,549

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% MERCANTILE BANK OF ST LOUIS N A
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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
43-6466750
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
1994
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$23,097,416
Income (IRS master file)
$5,243,534

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$2,608,634$2,021,611$23,097,416XML
990-PFMay 2024$2,566,735$1,783,649$22,509,406XML
990-PFMay 2023$2,968,165$1,530,081$21,709,725XML
990-PFMay 2022–––IRS
990-PFMay 2021–––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 43-6466750).

Questions about THE BALLMANN FAMILY PRIVATE FOUNDATION

What is the EIN of THE BALLMANN FAMILY PRIVATE FOUNDATION?
The employer identification number (EIN) of THE BALLMANN FAMILY PRIVATE FOUNDATION is 43-6466750.
Is THE BALLMANN FAMILY PRIVATE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to THE BALLMANN FAMILY PRIVATE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE BALLMANN FAMILY PRIVATE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE BALLMANN FAMILY PRIVATE FOUNDATION due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE BALLMANN FAMILY PRIVATE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of THE BALLMANN FAMILY PRIVATE FOUNDATION?
The 990-PF for the year ended May 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $107,400 (US BANK N A, TRUSTEE).
How much revenue does THE BALLMANN FAMILY PRIVATE FOUNDATION have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $2,608,634, expenses of $2,021,611 and total assets of $23,097,416 at year end.

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