Nonprofit · EIN 81-6792560
ROBERT AND JESSIE WHITMORE CHARITABLE TR
Also known as ALLEN M SALOMON TTEE
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $53,347 | $76,648 | -$23,301 | $800,351 | $0 | $800,351 |
| December 31, 2024 | 990-PF | $63,242 | $74,818 | -$11,576 | $823,626 | $0 | $823,626 |
| December 31, 2023 | 990-PF | $40,140 | $72,431 | -$32,291 | $835,202 | $0 | $835,202 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $26,347
- Interest
- $1
- Net gain from sales of assets
- $26,673
- Other income
- $326
Expenses
- Grants and similar amounts paid
- $50,624
- Compensation of officers, directors and key employees
- $12,403
- Disbursements for charitable purposes
- $50,624
- Excise tax on investment income
- $387
Balance sheet and other
- Total assets, start of year
- $823,626
- Total assets, end of year
- $800,351
- Total liabilities, end of year
- $0
- Net assets, end of year
- $800,351
- Fair market value of assets
- $1,079,095
- Qualifying distributions
- $50,624
- Net investment income
- $53,347
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN M SALOMOM 111 E KILBOURN AVE 1400, MILWAUKEE, WI 53202 | TRUSTEE | 5 | $12,403 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN M SALOMOM 111 E KILBOURN AVE 1400, MILWAUKEE, WI 53202 | TRUSTEE | 5 | $14,521 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN M SALOMOM 111 E KILBOURN AVE 1400, MILWAUKEE, WI 53202 | TRUSTEE | 5 | $11,178 |
Address and contacts
- Address (IRS master file)
- 111 E KILBOURN AVE STE 1400, MILWAUKEE, WI 53202-6677
- In care of
- % ALLEN M SALOMON
- Signed the 990-PF
- ALLEN M SALOMON, TRUSTEE
- Phone
- (414) 225-1407
- Return prepared by
- AMUNDSEN DAVIS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 81-6792560
- 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
- 2016
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $800,351
- Income (IRS master file)
- $132,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $53,347 | $76,648 | $800,351 | XML |
| 990-PF | December 2024 | $63,242 | $74,818 | $823,626 | XML |
| 990-PF | December 2023 | $40,140 | $72,431 | $835,202 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 81-6792560).
Questions about ROBERT AND JESSIE WHITMORE CHARITABLE TR
- What is the EIN of ROBERT AND JESSIE WHITMORE CHARITABLE TR?
- The employer identification number (EIN) of ROBERT AND JESSIE WHITMORE CHARITABLE TR is 81-6792560.
- Is ROBERT AND JESSIE WHITMORE CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to ROBERT AND JESSIE WHITMORE CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT AND JESSIE WHITMORE CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT AND JESSIE WHITMORE CHARITABLE TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT AND JESSIE WHITMORE CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROBERT AND JESSIE WHITMORE CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,403 (ALLEN M SALOMOM, TRUSTEE).
- How much revenue does ROBERT AND JESSIE WHITMORE CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $53,347, expenses of $76,648 and total assets of $800,351 at year end.
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