Nonprofit · EIN 84-6304177
MARY CLARA ALLISON CHARITABLE TRUST
Also known as CHARITIES
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $170,497 | $176,125 | -$5,628 | $2,748,746 | $0 | $2,748,746 |
| June 30, 2024 | 990-PF | $79,304 | $171,745 | -$92,441 | $2,754,289 | $0 | $2,754,289 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $97,443
- Interest
- $21
- Net gain from sales of assets
- $72,712
- Other income
- $321
Expenses
- Grants and similar amounts paid
- $128,256
- Compensation of officers, directors and key employees
- $46,290
- Disbursements for charitable purposes
- $137,514
- Excise tax on investment income
- $1,845
Balance sheet and other
- Total assets, start of year
- $2,754,289
- Total assets, end of year
- $2,748,746
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,748,746
- Fair market value of assets
- $3,009,765
- Qualifying distributions
- $137,514
- Net investment income
- $170,497
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 PO Box 3168, Portland, OR 97204 | Trustee | 1 | $46,290 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US Bank NA PO Box 3168, Portland, OR 97204 | Trustee | 1 | $39,363 |
Address and contacts
- Address (IRS master file)
- CO US BANK NAPO BOX 2043, MILWAUKEE, WI 53201-0000
- In care of
- % U S BANK N A
- Signed the 990-PF
- US Bank NA, Trustee
- Phone
- (208) 383-7200
- Return prepared by
- Ahrens DeAngeli Law Group 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 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
- 84-6304177
- 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
- 1998
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T00Z)
- Assets (IRS master file)
- $2,748,746
- Income (IRS master file)
- $1,340,195
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $170,497 | $176,125 | $2,748,746 | IRS |
| 990-PF | June 2024 | $79,304 | $171,745 | $2,754,289 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 84-6304177).
Questions about MARY CLARA ALLISON CHARITABLE TRUST
- What is the EIN of MARY CLARA ALLISON CHARITABLE TRUST?
- The employer identification number (EIN) of MARY CLARA ALLISON CHARITABLE TRUST is 84-6304177.
- Is MARY CLARA ALLISON CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to MARY CLARA ALLISON CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARY CLARA ALLISON CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARY CLARA ALLISON CHARITABLE TRUST 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 MARY CLARA ALLISON CHARITABLE TRUST 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 MARY CLARA ALLISON CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $46,290 (US Bank NA, Trustee).
- How much revenue does MARY CLARA ALLISON CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $170,497, expenses of $176,125 and total assets of $2,748,746 at year end.
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