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Nonprofit · EIN 92-6657368

BROCKSCHMIDT CHARITABLE TR

Also known as US BANK NA TTEE

Tax-exempt · SAINT PAUL, MN 55164

Financials

$6.9M$41K2023$266K$237K2024$443K$470K2025
Revenue Expenses · by fiscal year end
Financials of BROCKSCHMIDT CHARITABLE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$442,727$470,128-$27,401$6,998,592$0$6,998,592
December 31, 2024990-PF$266,219$236,659$29,560$7,029,161$0$7,029,161
December 31, 2023990-PF$6,855,715$40,954$6,814,761$6,999,619$0$6,999,619
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$232,299
Net gain from sales of assets
$195,811
Other income
$14,617

Expenses

Grants and similar amounts paid
$363,382
Compensation of officers, directors and key employees
$96,458
Disbursements for charitable purposes
$375,241
Excise tax on investment income
$4,583

Balance sheet and other

Total assets, start of year
$7,029,161
Total assets, end of year
$6,998,592
Total liabilities, end of year
$0
Net assets, end of year
$6,998,592
Fair market value of assets
$8,506,217
Qualifying distributions
$375,241
Net investment income
$420,854

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.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 64193, EAGAN, MN 55164
TRUSTEE1$96,458
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010624
TRUSTEE1$92,983
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$35,151

Address and contacts

Address (IRS master file)
PO BOX 64193, SAINT PAUL, MN 55164-0193
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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
92-6657368
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Exempt since
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,998,592
Income (IRS master file)
$4,028,663

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$442,727$470,128$6,998,592IRS
990-PFDecember 2024$266,219$236,659$7,029,161IRS
990-PFDecember 2023$6,855,715$40,954$6,999,619XML

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 92-6657368).

Questions about BROCKSCHMIDT CHARITABLE TR

What is the EIN of BROCKSCHMIDT CHARITABLE TR?
The employer identification number (EIN) of BROCKSCHMIDT CHARITABLE TR is 92-6657368.
Is BROCKSCHMIDT CHARITABLE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
Which annual return does BROCKSCHMIDT CHARITABLE TR file?
Form 990-PF. Private foundations file every year.
When is the next return of BROCKSCHMIDT 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 BROCKSCHMIDT 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 BROCKSCHMIDT CHARITABLE TR?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $96,458 (US BANK N A, TRUSTEE).
How much revenue does BROCKSCHMIDT CHARITABLE TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $442,727, expenses of $470,128 and total assets of $6,998,592 at year end.

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