Nonprofit · EIN 84-6290472
PHILIP S MILLER CHARITABLE TRUST
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,701,811 | $2,285,451 | -$583,640 | $29,918,884 | $0 | $29,918,884 |
| December 31, 2023 | 990-PF | $2,023,012 | $958,240 | $1,064,772 | $30,220,535 | $0 | $30,220,535 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $887,233
- Net gain from sales of assets
- $753,786
- Other income
- $60,792
Expenses
- Grants and similar amounts paid
- $1,983,031
- Compensation of officers, directors and key employees
- $217,732
- Disbursements for charitable purposes
- $2,006,304
- Excise tax on investment income
- $19,529
Balance sheet and other
- Total assets, start of year
- $30,220,535
- Total assets, end of year
- $29,918,884
- Total liabilities, end of year
- $0
- Net assets, end of year
- $29,918,884
- Fair market value of assets
- $34,728,161
- Qualifying distributions
- $2,006,304
- Net investment income
- $1,670,522
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $217,732 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK NA PO BOX 0634, MILWAUKEE, WI 532010634 | TRUSTEE | 1 | $202,726 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % US BANK NATIONAL ASSOCIATION
- Signed the 990-PF
- U S BANK N A BY, TRUSTEE
- Phone
- (503) 464-3580
- 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 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 | Not 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
- 84-6290472
- 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
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $29,918,884
- Income (IRS master file)
- $10,851,418
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,701,811 | $2,285,451 | $29,918,884 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $2,023,012 | $958,240 | $30,220,535 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 84-6290472).
Questions about PHILIP S MILLER CHARITABLE TRUST
- What is the EIN of PHILIP S MILLER CHARITABLE TRUST?
- The employer identification number (EIN) of PHILIP S MILLER CHARITABLE TRUST is 84-6290472.
- Is PHILIP S MILLER CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to PHILIP S MILLER CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PHILIP S MILLER CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PHILIP S MILLER CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PHILIP S MILLER CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of PHILIP S MILLER CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $217,732 (US BANK NA, TRUSTEE).
- How much revenue does PHILIP S MILLER CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,701,811, expenses of $2,285,451 and total assets of $29,918,884 at year end.
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