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Nonprofit · EIN 94-6773500

JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247

Also known as UNION BANK OF CALIFORNIA TTEE

Tax-exempt · MILWAUKEE, WI 53201

Financials

$28K$78K2022$133K$72K2023$225K$78K2024
Revenue Expenses · by fiscal year end
Financials of JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$225,083$77,543$147,540$1,011,750$0$1,011,750
July 31, 2024990-PF$133,402$72,076$61,326$864,222$0$864,222
July 31, 2023990-PF$27,656$77,526-$49,870$800,865$0$800,865
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$42,503
Net gain from sales of assets
$182,580

Expenses

Grants and similar amounts paid
$57,059
Compensation of officers, directors and key employees
$16,082
Disbursements for charitable purposes
$59,417
Excise tax on investment income
$2,923

Balance sheet and other

Total assets, start of year
$864,222
Total assets, end of year
$1,011,750
Total liabilities, end of year
$0
Net assets, end of year
$1,011,750
Fair market value of assets
$1,220,062
Qualifying distributions
$59,417
Net investment income
$224,977

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$16,082
990-PF for the year ended July 31, 2024: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$15,251
990-PF for the year ended July 31, 2023: 1 people
NameTitleHours / weekCompensation
US BANK N A
PO BOX 0634, MILWAUKEE, WI 532010634
TRUSTEE1$14,945

Address and contacts

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

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
94-6773500
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
2002
Accounting year ends
July
Files
Form 990-PF
Category (NTEE)
Animal-related (D11)
Assets (IRS master file)
$1,011,750
Income (IRS master file)
$754,547

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$225,083$77,543$1,011,750XML
990-PFJuly 2024$133,402$72,076$864,222XML
990-PFJuly 2023$27,656$77,526$800,865XML
990-PFJuly 2022–––IRS
990-PFJuly 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 94-6773500).

Questions about JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247

What is the EIN of JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247?
The employer identification number (EIN) of JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247 is 94-6773500.
Is JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247 file?
Form 990-PF. Private foundations file every year.
When is the next return of JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247 due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247?
The 990-PF for the year ended July 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,082 (US BANK N A, TRUSTEE).
How much revenue does JESSIE MERRILL TR FBO WE CARE ANIMAL SOCIETY 84-14139247 have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $225,083, expenses of $77,543 and total assets of $1,011,750 at year end.

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