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Nonprofit · EIN 94-2473421

LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST

Tax-exempt · MILWAUKEE, WI 53201

Financials

$863K$230K2022$731K$335K2023$214K$313K2024
Revenue Expenses · by fiscal year end
Financials of LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$213,898$313,245-$99,347$2,206,386$0$2,206,386
September 30, 2024990-PF$731,335$334,683$396,652$2,305,742$0$2,305,742
September 30, 2023990-PF$862,787$229,692$633,095$1,909,123$0$1,909,123
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$133,185
Net gain from sales of assets
$80,635
Other income
$78

Expenses

Grants and similar amounts paid
$220,000
Compensation of officers, directors and key employees
$81,808
Disbursements for charitable purposes
$231,158
Excise tax on investment income
$1,926

Balance sheet and other

Total assets, start of year
$2,305,742
Total assets, end of year
$2,206,386
Total liabilities, end of year
$0
Net assets, end of year
$2,206,386
Fair market value of assets
$4,855,599
Qualifying distributions
$231,158
Net investment income
$213,361

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
TRUSTEE1$81,808
WILLIAM BACHMAN
7325 ERIN COURT, NIWOT, CO 80503
CO-TRUSTEE1$0
THOMAS BACHMAN
6500 LAKEVILLE HIGHWAY, PETALUMA, CA 949549510
CO-TRUSTEE1$0
DUSTY TEAL
428 JEWELS LANE, CARBONDALE, CO 81623
CO-TRUSTEE1$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 53201
CO-TRUSTEE2$78,365
WILLIAM BACHMAN
7325 ERIN COURT, NIWOT, CO 80503
CO-TRUSTEE1$0
THOMAS BACHMAN
6500 LAKEVILLE HIGHWAY, PETALUMA, CA 949549510
CO-TRUSTEE1$0
DUSTY TEAL
428 JEWELS LANE, CARBONDALE, CO 81623
CO-TRUSTEE1$0
990-PF for the year ended September 30, 2023: 2 people
NameTitleHours / weekCompensation
US BANK NATIONAL ASSOCIATION
800 NICOLLET MALL, MINNEAPOLIS, MN 55402
CO-TRUSTEE2$75,605
LOIS BACHMAN
32856 OUTLAND TRAIL, BINGHAM FARMS, MI 48025
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 634, MILWAUKEE, WI 53201-0634
In care of
% BANK OF CALIFORNIA N A TRUSTEE TI
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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
94-2473421
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
1978
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$2,206,386
Income (IRS master file)
$397,014

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$213,898$313,245$2,206,386XML
990-PFSeptember 2024$731,335$334,683$2,305,742XML
990-PFSeptember 2023$862,787$229,692$1,909,123XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2018–––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 94-2473421).

Questions about LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST

What is the EIN of LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST?
The employer identification number (EIN) of LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST is 94-2473421.
Is LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
Are donations to LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST?
The 990-PF for the year ended September 30, 2025 lists 4 people; 1 received compensation from the organization, the highest $81,808 (US BANK N A, TRUSTEE).
How much revenue does LOUIS F & FLORENCE H WEYAND CHARITABLE TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $213,898, expenses of $313,245 and total assets of $2,206,386 at year end.

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