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Nonprofit · EIN 94-6054473

GEORGE H SANDY FOUNDATION

Tax-exempt · MILWAUKEE, WI 53201

Financials

$2.3M$4.9M2023$3.4M$5.4M2024
Revenue Expenses · by fiscal year end
Financials of GEORGE H SANDY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$3,383,681$5,433,225-$2,049,544$58,274,288$402,005$57,872,283
December 31, 2023990-PF$2,269,780$4,854,693-$2,584,913$60,279,645$357,818$59,921,827
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,163,989
Net rental income
$110,085
Net gain from sales of assets
$1,106,977

Expenses

Grants and similar amounts paid
$4,520,000
Compensation of officers, directors and key employees
$791,334
Disbursements for charitable purposes
$4,642,883
Excise tax on investment income
$36,556

Balance sheet and other

Total assets, start of year
$60,279,645
Total assets, end of year
$58,274,288
Total liabilities, end of year
$402,005
Net assets, end of year
$57,872,283
Fair market value of assets
$86,769,345
Qualifying distributions
$4,642,883
Net investment income
$3,383,681

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.

NameTitleHours / weekCompensation
US BANK NA
PO BOX 2043, MILWAUKEE, WI 532012043
CORP.TRUSTEE15$663,780
CHESTER R MACPHEE III
PO BOX 591717, SAN FRANCISCO, CA 94159
Trustee10$122,570
THOMAS J FEENEY ESQ
80 ROSEWOOD DRIVE, SAN FRANCISCO, CA 94127
TRUSTEE5$4,984
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
US BANK NA
PO BOX 2043, MILWAUKEE, WI 532012043
CORP.TRUSTEE15$410,476
MUFG UNION BANK NA
PO BOX 52007, PHOENIX, AZ 85072
CORP. TRUSTEE15$197,445
CHESTER R MACPHEE III
PO BOX 591717, SAN FRANCISCO, CA 94159
Trustee10$113,219
THOMAS J FEENEY ESQ
236 WEST PORTAL AVE 847, SAN FRANCISCO, CA 941271423
TRUSTEE5$0

Address and contacts

Address (IRS master file)
PO BOX 2043, MILWAUKEE, WI 53201-2043
In care of
% UNION BANK OF CA N A ACCT 1216190
Signed the 990-PF
PETER BUSS, CORP.TRUSTEE
Phone
(800) 227-6468
Return prepared by
FLEISCHMANN & WADA INC CPA

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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-6054473
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
1963
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$58,274,288
Income (IRS master file)
$7,265,345

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$3,383,681$5,433,225$58,274,288IRS
990-PFDecember 2023$2,269,780$4,854,693$60,279,645XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 94-6054473).

Questions about GEORGE H SANDY FOUNDATION

What is the EIN of GEORGE H SANDY FOUNDATION?
The employer identification number (EIN) of GEORGE H SANDY FOUNDATION is 94-6054473.
Is GEORGE H SANDY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to GEORGE H SANDY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GEORGE H SANDY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of GEORGE H SANDY FOUNDATION 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 GEORGE H SANDY FOUNDATION 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 GEORGE H SANDY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $663,780 (US BANK NA, CORP.TRUSTEE).
How much revenue does GEORGE H SANDY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,383,681, expenses of $5,433,225 and total assets of $58,274,288 at year end.

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