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Nonprofit · EIN 93-6275277

JACKSON C WILLIS RESEARCH FUND TR 1559903

Tax-exempt · MILWAUKEE, WI 53201

Financials

$13K$30K2023$43K$31K2024
Revenue Expenses · by fiscal year end
Financials of JACKSON C WILLIS RESEARCH FUND TR 1559903 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$42,766$30,550$12,216$326,264$0$326,264
June 30, 2024990-PF$12,695$29,654-$16,959$314,051$0$314,051
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$13,316
Net gain from sales of assets
$29,435
Other income
$15

Expenses

Grants and similar amounts paid
$18,900
Compensation of officers, directors and key employees
$9,961
Disbursements for charitable purposes
$21,447
Excise tax on investment income
$468

Balance sheet and other

Total assets, start of year
$314,051
Total assets, end of year
$326,264
Total liabilities, end of year
$0
Net assets, end of year
$326,264
Fair market value of assets
$414,049
Qualifying distributions
$21,447
Net investment income
$42,753

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.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$9,961
990-PF for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$10,000

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% U S BANK TTEE
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 June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
93-6275277
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
1994
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$326,264
Income (IRS master file)
$165,350

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$42,766$30,550$326,264XML
990-PFJune 2024$12,695$29,654$314,051XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 93-6275277).

Questions about JACKSON C WILLIS RESEARCH FUND TR 1559903

What is the EIN of JACKSON C WILLIS RESEARCH FUND TR 1559903?
The employer identification number (EIN) of JACKSON C WILLIS RESEARCH FUND TR 1559903 is 93-6275277.
Is JACKSON C WILLIS RESEARCH FUND TR 1559903 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to JACKSON C WILLIS RESEARCH FUND TR 1559903 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JACKSON C WILLIS RESEARCH FUND TR 1559903 file?
Form 990-PF. Private foundations file every year.
When is the next return of JACKSON C WILLIS RESEARCH FUND TR 1559903 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 JACKSON C WILLIS RESEARCH FUND TR 1559903 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 JACKSON C WILLIS RESEARCH FUND TR 1559903?
The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,961 (US BANK N A, TRUSTEE).
How much revenue does JACKSON C WILLIS RESEARCH FUND TR 1559903 have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $42,766, expenses of $30,550 and total assets of $326,264 at year end.

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