Nonprofit · EIN 48-6273918
RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $254,522 | $172,270 | $82,252 | $2,490,596 | $0 | $2,490,596 |
| July 31, 2024 | 990-PF | $172,254 | $200,294 | -$28,040 | $2,408,339 | $0 | $2,408,339 |
| July 31, 2023 | 990-PF | $167,601 | $192,673 | -$25,072 | $2,436,379 | $0 | $2,436,379 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $87,837
- Net gain from sales of assets
- $154,685
- Other income
- $12,000
Expenses
- Grants and similar amounts paid
- $125,000
- Compensation of officers, directors and key employees
- $37,557
- Disbursements for charitable purposes
- $136,858
- Excise tax on investment income
- $2,901
Balance sheet and other
- Total assets, start of year
- $2,408,339
- Total assets, end of year
- $2,490,596
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,490,596
- Fair market value of assets
- $3,126,896
- Qualifying distributions
- $136,858
- Net investment income
- $242,522
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK PO BOX 2043, MILWAUKEE, WI 532012043 | CO-TRUSTEE | 1 | $37,557 |
| PETER MIRAKIAN III 1000 WALNUT SUITE 1400, KANSAS CITY, MO 64106 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK PO BOX 2043, MILWAUKEE, WI 532012043 | CO-TRUSTEE | 1 | $36,359 |
| PETER MIRAKIAN III 1000 WALNUT SUITE 1400, KANSAS CITY, MO 64106 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended July 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK PO BOX 2043, MILWAUKEE, WI 532012043 | CO-TRUSTEE | 1 | $34,890 |
| PETER MIRAKIAN III 1000 WALNUT SUITE 1400, KANSAS CITY, MO 64106 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % US BANK
- Signed the 990-PF
- US BANK, CO-TRUSTEE
- Phone
- (314) 418-2912
- Return prepared by
- RUBINBROWN 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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 48-6273918
- 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
- 1986
- Accounting year ends
- July
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,490,596
- Income (IRS master file)
- $393,118
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $254,522 | $172,270 | $2,490,596 | XML |
| 990-PF | July 2024 | $172,254 | $200,294 | $2,408,339 | XML |
| 990-PF | July 2023 | $167,601 | $192,673 | $2,436,379 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 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 48-6273918).
Questions about RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION
- What is the EIN of RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION?
- The employer identification number (EIN) of RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION is 48-6273918.
- Is RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $37,557 (US BANK, CO-TRUSTEE).
- How much revenue does RICHARD H & CHARLOTTE G OREAR CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $254,522, expenses of $172,270 and total assets of $2,490,596 at year end.
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