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Nonprofit · EIN 01-0852699

TABAT FAMILY FOUNDATION INC

Tax-exempt · WAUKESHA, WI 53188

Financials

$701K$27K2022$926K$780K2023$1.1M$539K2024
Revenue Expenses · by fiscal year end
Financials of TABAT FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2025990-PF$1,076,187$538,657$537,530$4,607,231$0$4,607,231
November 30, 2024990-PF$925,774$779,956$145,818$4,069,701$0$4,069,701
November 30, 2023990-PF$700,787$26,624$674,163$4,408,224$0$4,408,224
Financial details: 990-PF for the year ended November 30, 2025

Revenue

Contributions, gifts and grants
$628,000
Dividends
$137,261
Interest
$1,542
Net gain from sales of assets
$309,384

Expenses

Grants and similar amounts paid
$500,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$500,000
Excise tax on investment income
$6,230

Balance sheet and other

Total assets, start of year
$4,069,701
Total assets, end of year
$4,607,231
Total liabilities, end of year
$0
Net assets, end of year
$4,607,231
Fair market value of assets
$6,286,662
Qualifying distributions
$500,000
Net investment income
$448,187

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 November 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAWN A TABAT
4410 S HILLVIEW DRIVE, NEW BERLIN, WI 53146
PRESIDENT/TREASURER2$0
JAKE T KSOBIECH
7914 WEST WRIGHT STREET, WAUWATOSA, WI 53213
VICE-PRESIDENT1$0
RACHEL KSOBIECH-WIERZBA
4500 ROBERT DRIVE, VALDOSTA, GA 31605
VICE-PRESIDENT1$0
SUSAN TABAT
S43 W38915 COUNTY ROAD D, DOUSMAN, WI 53118
SECRETARY1$0
DAWN A TABAT
4410 S HILLVIEW DRIVE, NEW BERLIN, WI 53146
TREASURER2$0
990-PF for the year ended November 30, 2024: 5 people
NameTitleHours / weekCompensation
DAWN A TABAT
4410 S HILLVIEW DRIVE, NEW BERLIN, WI 53146
PRESIDENT/TREASURER2$0
JAKE T KSOBIECH
7914 WEST WRIGHT STREET, WAUWATOSA, WI 53213
VICE-PRESIDENT1$0
RACHEL KSOBIECH-WIERZBA
4500 ROBERT DRIVE, VALDOSTA, GA 31605
VICE-PRESIDENT1$0
SUSAN TABAT
S43 W38915 COUNTY ROAD D, DOUSMAN, WI 53118
SECRETARY1$0
DAWN A TABAT
4410 S HILLVIEW DRIVE, NEW BERLIN, WI 53146
TREASURER2$0
990-PF for the year ended November 30, 2023: 5 people
NameTitleHours / weekCompensation
DAWN A TABAT
4410 S HILLVIEW DRIVE, NEW BERLIN, WI 53146
PRESIDENT/TREASURER2$0
JAKE T KSOBIECH
7914 WEST WRIGHT STREET, WAUWATOSA, WI 53213
VICE-PRESIDENT1$0
RACHEL KSOBIECH-WIERZBA
4500 ROBERT DRIVE, VALDOSTA, GA 31605
VICE-PRESIDENT1$0
SUSAN TABAT
S43 W38915 COUNTY ROAD D, DOUSMAN, WI 53118
SECRETARY1$0
DAWN A TABAT
4410 S HILLVIEW DRIVE, NEW BERLIN, WI 53146
TREASURER2$0

Address and contacts

Address (IRS master file)
W233N2080 RIDGEVIEW PKWY STE 301, WAUKESHA, WI 53188-1025
In care of
% DAWN A TABAT
Signed the 990-PF
DAWN TABAT, PRESIDENT
Phone
(414) 745-6886
Return prepared by
DJA CPAS SC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026990-PF on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
01-0852699
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
2008
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$4,607,231
Income (IRS master file)
$2,016,358

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2025$1,076,187$538,657$4,607,231XML
990-PFNovember 2024$925,774$779,956$4,069,701XML
990-PFNovember 2023$700,787$26,624$4,408,224XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 01-0852699).

Questions about TABAT FAMILY FOUNDATION INC

What is the EIN of TABAT FAMILY FOUNDATION INC?
The employer identification number (EIN) of TABAT FAMILY FOUNDATION INC is 01-0852699.
Is TABAT FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to TABAT FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TABAT FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of TABAT FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TABAT FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2025.
Who are the officers and directors of TABAT FAMILY FOUNDATION INC?
The 990-PF for the year ended November 30, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does TABAT FAMILY FOUNDATION INC have?
On its 990-PF for the year ended November 30, 2025 it reported revenue of $1,076,187, expenses of $538,657 and total assets of $4,607,231 at year end.

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