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Employer Identification Number 39-0678406

WILLIAM F. VILAS TRUST ESTATE is a USA domiciled entity or foreign entity operating in the USA. The EIN ihas been issued by the IRS

Company Name:WILLIAM F. VILAS TRUST ESTATE
Employer identification number (EIN):39-0678406
EIN Issuing AuthorityPhiladelphia, PA
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts
401k Pension/Benefits registration WILLIAM F. VILAS TRUST ESTATE 401k plan information
Federal tax statusExempt from federal income tax. Registered as a non-profit under 501(c)(3) Title 26 of the United States Code

Organization Overview

Mission StatementSUPPORT FOR FACULTY, STUDENTS, AND ARTS AT UNIVERSITY OF WISCONSIN (UW)-MADISON AND UW-MILWAUKEE.
Number of Employees1
Number of Volunteers0
Year Formed1961

Organization Governance

Legal DomicileWI
Voting Members - Governing Body7
Voting Members - Independent7

Organization Financials

2023-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 14,898,065
Investment Income from current yearUSD $ 8,848,480
Other Revenue from prior yearUSD $ 7,382
Other Revenue from current yearUSD $ 136,785
Gross receipts from all sourcesUSD $ 91,585,194
Net assets / fund balances at end of fiscal yearUSD $ 133,039,839
Net assets / fund balances at beginning of fiscal yearUSD $ 133,759,429
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 133,039,839
Total assets at beginning of fiscal yearUSD $ 133,759,429
Revenues less expenses for current yearUSD $ -719,590
Revenues less expenses for previous yearUSD $ 3,424,199
Total expenses for current yearUSD $ 9,704,855
Total expenses for previous yearUSD $ 11,481,248
Other expenses in current yearUSD $ 608,417
Other expenses in previous yearUSD $ 568,109
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 86,202
Employee salary and benefits paid in previous yearUSD $ 86,202
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 9,010,236
Grants and similar amounts paid in previous yearUSD $ 10,826,937
Total revenue in current fiscal yearUSD $ 8,985,265
Total revenue in previous fiscal yearUSD $ 14,905,447
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 136,785
2022-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 8,655,373
Investment Income from current yearUSD $ 14,898,065
Other Revenue from prior yearUSD $ 194
Other Revenue from current yearUSD $ 7,382
Gross receipts from all sourcesUSD $ 43,731,169
Net assets / fund balances at end of fiscal yearUSD $ 133,759,429
Net assets / fund balances at beginning of fiscal yearUSD $ 130,335,230
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 133,759,429
Total assets at beginning of fiscal yearUSD $ 130,335,230
Revenues less expenses for current yearUSD $ 3,424,199
Revenues less expenses for previous yearUSD $ 2,827,748
Total expenses for current yearUSD $ 11,481,248
Total expenses for previous yearUSD $ 5,827,819
Other expenses in current yearUSD $ 568,109
Other expenses in previous yearUSD $ 501,207
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 86,202
Employee salary and benefits paid in previous yearUSD $ 92,256
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 10,826,937
Grants and similar amounts paid in previous yearUSD $ 5,234,356
Total revenue in current fiscal yearUSD $ 14,905,447
Total revenue in previous fiscal yearUSD $ 8,655,567
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 7,382
2021-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 3,004,364
Investment Income from current yearUSD $ 8,655,373
Other Revenue from prior yearUSD $ 13,195
Other Revenue from current yearUSD $ 194
Gross receipts from all sourcesUSD $ 29,631,337
Net assets / fund balances at end of fiscal yearUSD $ 130,335,230
Net assets / fund balances at beginning of fiscal yearUSD $ 127,507,482
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 130,335,230
Total assets at beginning of fiscal yearUSD $ 127,507,482
Revenues less expenses for current yearUSD $ 2,827,748
Revenues less expenses for previous yearUSD $ -4,328,611
Total expenses for current yearUSD $ 5,827,819
Total expenses for previous yearUSD $ 7,346,170
Other expenses in current yearUSD $ 501,207
Other expenses in previous yearUSD $ 506,358
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 92,256
Employee salary and benefits paid in previous yearUSD $ 86,201
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 5,234,356
Grants and similar amounts paid in previous yearUSD $ 6,753,611
Total revenue in current fiscal yearUSD $ 8,655,567
Total revenue in previous fiscal yearUSD $ 3,017,559
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 194
2020-03-31
Total unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 6,915,199
Investment Income from current yearUSD $ 3,004,364
Other Revenue from prior yearUSD $ 39,582
Other Revenue from current yearUSD $ 13,195
Gross receipts from all sourcesUSD $ 61,576,563
Net assets / fund balances at end of fiscal yearUSD $ 127,507,482
Net assets / fund balances at beginning of fiscal yearUSD $ 131,836,093
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 127,507,482
Total assets at beginning of fiscal yearUSD $ 131,836,093
Revenues less expenses for current yearUSD $ -4,328,611
Revenues less expenses for previous yearUSD $ -1,329,925
Total expenses for current yearUSD $ 7,346,170
Total expenses for previous yearUSD $ 8,284,706
Other expenses in current yearUSD $ 506,358
Other expenses in previous yearUSD $ 514,091
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 86,201
Employee salary and benefits paid in previous yearUSD $ 83,968
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 6,753,611
Grants and similar amounts paid in previous yearUSD $ 7,686,647
Total revenue in current fiscal yearUSD $ 3,017,559
Total revenue in previous fiscal yearUSD $ 6,954,781
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Gross income from fundraising eventsUSD $ 0
Cost of goods soldUSD $ 0
Gross income from gamingUSD $ 0
Gross sales of inventory assetsUSD $ 0
Total of other revenueUSD $ 13,195
2019-03-31
Total unrelated business incomeUSD $ 28,577
Net unrelated business incomeUSD $ 27,577
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 15,239,806
Investment Income from current yearUSD $ 6,915,199
Other Revenue from prior yearUSD $ 1,956
Other Revenue from current yearUSD $ 39,582
Gross receipts from all sourcesUSD $ 36,704,106
Net assets / fund balances at end of fiscal yearUSD $ 131,836,093
Net assets / fund balances at beginning of fiscal yearUSD $ 133,166,018
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 131,836,093
Total assets at beginning of fiscal yearUSD $ 133,166,018
Revenues less expenses for current yearUSD $ -1,329,925
Revenues less expenses for previous yearUSD $ 7,165,305
Total expenses for current yearUSD $ 8,284,706
Total expenses for previous yearUSD $ 8,076,457
Other expenses in current yearUSD $ 514,091
Other expenses in previous yearUSD $ 493,032
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 83,968
Employee salary and benefits paid in previous yearUSD $ 83,367
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 7,686,647
Grants and similar amounts paid in previous yearUSD $ 7,500,058
Total revenue in current fiscal yearUSD $ 6,954,781
Total revenue in previous fiscal yearUSD $ 15,241,762
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 39,582
2018-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 8,358,757
Investment Income from current yearUSD $ 15,239,806
Other Revenue from prior yearUSD $ 120,385
Other Revenue from current yearUSD $ 1,956
Gross receipts from all sourcesUSD $ 61,956,987
Net assets / fund balances at end of fiscal yearUSD $ 133,166,018
Net assets / fund balances at beginning of fiscal yearUSD $ 126,000,713
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 133,166,018
Total assets at beginning of fiscal yearUSD $ 126,000,713
Revenues less expenses for current yearUSD $ 7,165,305
Revenues less expenses for previous yearUSD $ -550,399
Total expenses for current yearUSD $ 8,076,457
Total expenses for previous yearUSD $ 9,029,541
Other expenses in current yearUSD $ 493,032
Other expenses in previous yearUSD $ 387,164
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 83,367
Employee salary and benefits paid in previous yearUSD $ 83,367
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 7,500,058
Grants and similar amounts paid in previous yearUSD $ 8,559,010
Total revenue in current fiscal yearUSD $ 15,241,762
Total revenue in previous fiscal yearUSD $ 8,479,142
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 1,956
2017-03-31
Total unrelated business incomeUSD $ 119,615
Net unrelated business incomeUSD $ 118,615
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 7,563,877
Investment Income from current yearUSD $ 8,358,757
Other Revenue from prior yearUSD $ 18,946
Other Revenue from current yearUSD $ 120,385
Gross receipts from all sourcesUSD $ 68,841,251
Net assets / fund balances at end of fiscal yearUSD $ 126,000,713
Net assets / fund balances at beginning of fiscal yearUSD $ 126,551,112
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 126,000,713
Total assets at beginning of fiscal yearUSD $ 126,551,112
Revenues less expenses for current yearUSD $ -550,399
Revenues less expenses for previous yearUSD $ -328,957
Total expenses for current yearUSD $ 9,029,541
Total expenses for previous yearUSD $ 7,911,780
Other expenses in current yearUSD $ 387,164
Other expenses in previous yearUSD $ 474,978
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 83,367
Employee salary and benefits paid in previous yearUSD $ 83,367
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 8,559,010
Grants and similar amounts paid in previous yearUSD $ 7,353,435
Total revenue in current fiscal yearUSD $ 8,479,142
Total revenue in previous fiscal yearUSD $ 7,582,823
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 120,385
2016-03-31
Total unrelated business incomeUSD $ 0
Net unrelated business incomeUSD $ 0
Program Service Revenue from prior yearUSD $ 0
Program Service Revenue from current yearUSD $ 0
Investment Income from prior yearUSD $ 12,914,402
Investment Income from current yearUSD $ 7,563,877
Other Revenue from prior yearUSD $ 7,179
Other Revenue from current yearUSD $ 18,946
Gross receipts from all sourcesUSD $ 46,161,703
Net assets / fund balances at end of fiscal yearUSD $ 126,551,112
Net assets / fund balances at beginning of fiscal yearUSD $ 126,880,069
Total liabilities at end of fiscal yearUSD $ 0
Total liabilities at beginning of fiscal yearUSD $ 0
Total assets at end of fiscal yearUSD $ 126,551,112
Total assets at beginning of fiscal yearUSD $ 126,880,069
Revenues less expenses for current yearUSD $ -328,957
Revenues less expenses for previous yearUSD $ 7,315,020
Total expenses for current yearUSD $ 7,911,780
Total expenses for previous yearUSD $ 5,606,561
Other expenses in current yearUSD $ 474,978
Other expenses in previous yearUSD $ 366,135
Total fundraising expenses in current yearUSD $ 0
Professional fundraising fees from current yearUSD $ 0
Professional fundraising fees from previous yearUSD $ 0
Employee salary and benefits paid in current yearUSD $ 83,367
Employee salary and benefits paid in previous yearUSD $ 81,567
Benefits paid to or for members in current yearUSD $ 0
Benefits paid to or for members in previous yearUSD $ 0
Grants and similar amounts paid in current yearUSD $ 7,353,435
Grants and similar amounts paid in previous yearUSD $ 5,158,859
Total revenue in current fiscal yearUSD $ 7,582,823
Total revenue in previous fiscal yearUSD $ 12,921,581
Contributions and grants from current yearUSD $ 0
Contributions and grants from previous yearUSD $ 0
Total of other revenueUSD $ 18,946

Organization Addresses

The following addresses have been detected as associated with Tax Indentification Number 390678406

USA Location Address
602 PLEASANT OAK DR., SUITE F
OREGON
WI
53575
Date first seen: 2007-01-01
Date last seen: 2024-09-30

Nearby companies/organizations

The following companies are located in the same ZIP code areas:

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