Nonprofit · EIN 43-6603141
LELIA HEUER CHARITABLE TR
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $125,617 | $73,955 | $51,662 | $794,145 | $0 | $794,145 |
| June 30, 2024 | 990-PF | $41,163 | $67,665 | -$26,502 | $742,350 | $0 | $742,350 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $27,452
- Interest
- $3
- Net gain from sales of assets
- $98,106
- Other income
- $56
Expenses
- Grants and similar amounts paid
- $39,700
- Compensation of officers, directors and key employees
- $28,731
- Disbursements for charitable purposes
- $45,223
- Excise tax on investment income
- $1,351
Balance sheet and other
- Total assets, start of year
- $742,350
- Total assets, end of year
- $794,145
- Total liabilities, end of year
- $0
- Net assets, end of year
- $794,145
- Fair market value of assets
- $1,004,024
- Qualifying distributions
- $45,223
- Net investment income
- $125,920
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US Bank NA 1615 S Glenstone, Springfield, MO 658083357 | Trustee | 2 | $15,730 |
| Paul G White 2144 E Republic Road F-302, Springfield, MO 65804 | Foundation Mgr. | 1 | $13,000 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US Bank NA 1615 S Glenstone, Springfield, MO 658083357 | Trustee | 2 | $14,704 |
| Paul G White 2144 E Republic Road F-302, Springfield, MO 65804 | Foundation Mgr. | 1 | $11,000 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % MERCANTILE BK OF SPRINGFIELD
- Signed the 990-PF
- US Bank na, Trustee
- Phone
- (855) 594-7236
- Return prepared by
- Roberts McKenzie Mangan & Cummings PC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 43-6603141
- 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
- 1996
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99Z)
- Assets (IRS master file)
- $794,145
- Income (IRS master file)
- $565,117
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $125,617 | $73,955 | $794,145 | IRS |
| 990-PF | June 2024 | $41,163 | $67,665 | $742,350 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 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 43-6603141).
Questions about LELIA HEUER CHARITABLE TR
- What is the EIN of LELIA HEUER CHARITABLE TR?
- The employer identification number (EIN) of LELIA HEUER CHARITABLE TR is 43-6603141.
- Is LELIA HEUER CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to LELIA HEUER CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LELIA HEUER CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LELIA HEUER CHARITABLE TR 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 LELIA HEUER CHARITABLE TR 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 LELIA HEUER CHARITABLE TR?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $15,730 (US Bank NA, Trustee).
- How much revenue does LELIA HEUER CHARITABLE TR have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $125,617, expenses of $73,955 and total assets of $794,145 at year end.
Other nonprofits in MILWAUKEE
- GREATER MILWAUKEE FOUNDATION INC EIN 39-6036407 · last filed 990 for 2024
- BRADLEY IMPACT FUND INC EIN 45-4678325 · last filed 990 for 2024
- ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST EIN 47-1295073 · last filed 990-PF for 2025
- ISABEL BADER 2021 CHARITABLE TR EIN 88-6725502 · last filed 990-PF for 2024
- LYNDE AND HARRY BRADLEY FOUNDATION INC EIN 39-6037928 · last filed 990-PF for 2024
- U S BANCORP FOUNDATION EIN 41-1359579 · last filed 990-PF for 2024
- UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC EIN 39-0806190 · last filed 990 for 2025
- RDK FOUNDATION EIN 39-1524311 · last filed 990-PF for 2025
All nonprofits in MILWAUKEE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations