Nonprofit · EIN 43-6693329
JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $440,327 | $252,200 | $188,127 | $2,250,857 | $0 | $2,250,857 |
| September 30, 2024 | 990-PF | $196,957 | $227,431 | -$30,474 | $2,062,743 | $0 | $2,062,743 |
| September 30, 2023 | 990-PF | $153,863 | $278,856 | -$124,993 | $2,093,224 | $0 | $2,093,224 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $137,358
- Net gain from sales of assets
- $302,906
- Other income
- $63
Expenses
- Grants and similar amounts paid
- $162,438
- Compensation of officers, directors and key employees
- $78,059
- Disbursements for charitable purposes
- $176,814
- Excise tax on investment income
- $5,054
Balance sheet and other
- Total assets, start of year
- $2,062,743
- Total assets, end of year
- $2,250,857
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,250,857
- Fair market value of assets
- $5,615,139
- Qualifying distributions
- $176,814
- Net investment income
- $436,782
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A PO BOX 0634, MILWAUKEE, WI 53201 | TRUSTEE | 1 | $62,381 |
| SCOTT STERNBERG 3805 HARTACK CT, FLORISSANT, MO 63034 | CO-TRUSTEE | 0 | $15,678 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 387, ST LOUIS, MO 63166 | CO-TRUSTEE | 1 | $61,982 |
| SCOTT STERNBERG 3805 HARTACK CT, FLORISSANT, MO 63034 | CO-TRUSTEE | 0 | $15,616 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 387, ST LOUIS, MO 63166 | CO-TRUSTEE | 1 | $57,564 |
| SCOTT STERNBERG 3805 HARTACK CT, FLORISSANT, MO 63034 | CO-TRUSTEE | 0 | $14,391 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % MERCANTILE TRUST CO N A
- 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 43-6693329
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $2,250,857
- Income (IRS master file)
- $934,214
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $440,327 | $252,200 | $2,250,857 | XML |
| 990-PF | September 2024 | $196,957 | $227,431 | $2,062,743 | XML |
| 990-PF | September 2023 | $153,863 | $278,856 | $2,093,224 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 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 43-6693329).
Questions about JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND
- What is the EIN of JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND?
- The employer identification number (EIN) of JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND is 43-6693329.
- Is JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND 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 JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND 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 JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $62,381 (US BANK N A, TRUSTEE).
- How much revenue does JOSEPH SIMEON SANCHEZ MEDICAL RESEARCH FUND have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $440,327, expenses of $252,200 and total assets of $2,250,857 at year end.
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