Jack R Vollertsen Trust

Jack R Vollertsen Trust is a charitable organization in Milwaukee, Wisconsin. Its tax id (EIN) is 42-1284566. It was granted tax-exempt status by IRS in March, 1999. For detailed information such as income and other financial data of Jack R Vollertsen Trust, refer to the following table.


Profile of Jack R Vollertsen Trust

Organization Name Jack R Vollertsen Trust
Tax Id (EIN)42-1284566
Address Po Box 634, Milwaukee, WI 53201-0634
In Care of Name State University Of Iowa Foundati
All tax-exempt organizations in zip code 53201
Tax PeriodAssetIncomeRevenue
December, 2013$2,226,955$231,753$88,423
December, 2015$2,897,637$2,542,687$752,584
December, 2016$2,864,096$396,599$56,782
December, 2017$2,844,718$222,334$77,973
December, 2018$2,845,294$253,404$108,069
December, 2019$2,832,289$332,389$103,646
December, 2020$2,835,993$498,248$103,966
December, 2021$2,896,649$372,208$190,204
December, 2022$2,904,435$317,953$130,251
December, 2023$2,949,090$271,599$118,063
IRS Exempt Status Ruling Date March, 1999
Exempt Status Unconditional Exemption
Deductibility  
Tax Exempt Classification Human Services – Multipurpose and Other
Tax Exempt Activity Family Services
NTEE CodeP40
Organization's purposes,
activities, & operations
4947(a)(2) trust
(note: this activity classification has been replaced by the Tax Exempt Classification shown above since 1995.)
Foundation Type Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above. 509(a)(3)
Organization Type Trust
Organization Classification Charitable Organization
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 (all other) or 990EZ return
Private Foundation Filing Requirement No need to 990-PF return
Asset Range Reported on Form 990$1,000,000 to 4,999,999
Income Range Reported on Form 990$100,000 to 499,999
Accounting Period 12