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EIN 39-6696729

Elizabeth Jones Chisholm Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
Unknown
City
Milwaukee
State
Wisconsin
Year formed
1999
Most recent tax filings
2022-12-01
NTEE code, primary
T20: Private Foundations
Description
The Elizabeth Jones Chisholm Charitable Trust is a private foundation located in Milwaukee, WI. It primarily funds general, unrestricted and special programming through the Elizabeth Jones Chisholm Donor-Advised Fund, with the purpose of making donations to tax exempt charitable organizations as reported in Part XIV excise tax refund. Its grantees include Rock River Heritage Inc and others, and the trust made seven grants last year.
Also known as...
Mccommas H and S Fisher Co-Ttees
Total revenues
$25,706
2022
Total expenses
$36,924
2022
Total assets
$486,643
2022
Num. employees
n/a

Program areas at Elizabeth Jones Chisholm Charitable Trust

Donations to tax exempt Charitable organizations as reported in part xiv.
Excise tax refund.

Grants made by Elizabeth Jones Chisholm Charitable Trust

GranteeGrant descriptionAmount
The Fort Atkinson ClubGeneral$10,000
Fort Atkinson Community FoundationElizabeth Jones Chisholm Donor-Advised Fund$8,500
Fort Atkinson Historical SocietyUnrestricted and Special Programing$4,000
...and 3 more grants made

Personnel at Elizabeth Jones Chisholm Charitable Trust

NameTitleCompensation
George DionisopoulosTrustee$0

Financials for Elizabeth Jones Chisholm Charitable Trust

RevenuesFYE 12/2022
Total grants, contributions, etc.$0
Investment income and dividends$14,815
Net rental income$0
Net gain from sale of non-inventory assets$10,891
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$25,706

Form 990s for Elizabeth Jones Chisholm Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2022-122023-05-10990PFView PDF
2020-122021-06-23990PFView PDF
2019-122020-09-03990PRView PDF
2018-122019-11-21990PFView PDF
2017-122018-09-12990PFView PDF
...and 6 more Form 990s
Data update history
July 8, 2023
Posted financials
Added Form 990PF for fiscal year 2022
May 16, 2023
Updated personnel
Identified 1 new personnel
November 1, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
February 3, 2020
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelTax deductible donationsNo full-time employees
General information
Address
Foley 777 E Wisconsin Ave 3500
Milwaukee, WI 53202
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(414) 271-2400
IRS details
EIN
39-6696729
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1999
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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