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Nonprofit · EIN 04-6752868

ARGOSY FOUNDATION

Also known as SILVERSTEIN LAWRENCE I TTEE

Tax-exempt · MILWAUKEE, WI 53202

Financials

$16.7M$17M2023$26.1M$19.5M2024
Revenue Expenses · by fiscal year end
Financials of ARGOSY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$26,086,792$19,513,924$6,572,868$74,038,941$47,000,000$27,038,941
December 31, 2023990-PF$16,686,500$17,010,018-$323,518$43,726,835$15,500,000$28,226,835
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$16,531,525
Dividends
$1,961,079
Net gain from sales of assets
$7,592,537
Other income
$1,651

Expenses

Grants and similar amounts paid
$16,820,284
Compensation of officers, directors and key employees
$94,208
Salaries, compensation and benefits (total)
$1,062,094
Disbursements for charitable purposes
$18,700,967
Excise tax on investment income
$122,538

Balance sheet and other

Total assets, start of year
$43,726,835
Total assets, end of year
$74,038,941
Total liabilities, end of year
$47,000,000
Net assets, end of year
$27,038,941
Fair market value of assets
$74,038,941
Qualifying distributions
$20,230,967
Net investment income
$9,553,616

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
EMILY VAN DUNK
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
EXECUTIVE DIRECTOR
Highest-paid employee
40$194,155$24,385
CHERYL SYKORA
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
OPS MGR/PROG OFFCR
Highest-paid employee
40$141,550$25,578
NICHOLAS R DAVIS
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
RESEARCH DIRECTOR
Highest-paid employee
40$137,505$11,782
MATT GABOURY
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
PROGRAM OFFICER
Highest-paid employee
40$108,075$9,552
ISABELLA GARGIULO
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
PROG OFFCR/GRANTS
Highest-paid employee
40$99,395$24,989
KENNETH C ZOLOT
555 E WELLS STREET STE 1650, MILWAUKEE, WI 53202
ADMINISTRATIVE TRUSTEE4$62,500$0
JENNIFER L ABELE
555 E WELLS STREET STE 1650, MILWAUKEE, WI 53202
CEO/PRESIDENT32$0$31,708
CHRISTOPHER S ABELE
555 E WELLS STREET STE 1650, MILWAUKEE, WI 53202
TRUSTEE1$0$0
JOHN E ABELE
555 E WELLS STREET STE 1650, MILWAUKEE, WI 53202
CHAIR1$0$0
MARY S ABELE
555 E WELLS STREET STE 1650, MILWAUKEE, WI 53202
TRUSTEE1$0$0
990-PF for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationOther / benefits
EMILY VAN DUNK
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
EXECUTIVE DIRECTOR
Highest-paid employee
40$188,500$23,412
CHERYL SYKORA
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
OPS MGR/PROG OFFCR
Highest-paid employee
40$135,000$24,537
NICHOLAS R DAVIS
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
RESEARCH DIRECTOR
Highest-paid employee
40$133,500$11,025
MATT GABOURY
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
PROGRAM OFFICER
Highest-paid employee
40$102,500$11,377
ISABELLA GARGIULO
555 E WELLS ST SUITE 1650, MILWAUKEE, WI 53202
PROG OFFCR/GRANTS
Highest-paid employee
40$96,500$22,469
KENNETH C ZOLOT
555 E WELLS STREET STE 1650, MILWAUKEE, WI 53202
ADMINISTRATIVE TRUSTEE4$22,500$0
JENNIFER L ABELE
555 E WELLS STREET STE 1650, MILWAUKEE, WI 53202
CEO/PRESIDENT40$0$27,749
CHRISTOPHER S ABELE
555 E WELLS STREET STE 1650, MILWAUKEE, WI 53202
TRUSTEE1$0$0
JOHN E ABELE
C/O LAWRENCE I SILVERSTEIN, BOSTON, MA 02110
CHAIR1$0$0
MARY S ABELE
C/O LAWRENCE I SILVERSTEIN, BOSTON, MA 02110
TRUSTEE1$0$0

Address and contacts

Address (IRS master file)
555 E WELLS ST STE 1650, MILWAUKEE, WI 53202-3838
In care of
% LAWRENCE I SILVERSTEIN ESQ
Signed the 990-PF
JENNIFER L ABELE, CEO/PRESIDENT
Phone
(414) 721-0021
Return prepared by
RITZ HOLMAN 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 December, so each return is due on the 15th day of the 5th month after that.

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

IRS record

EIN
04-6752868
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$74,038,941
Income (IRS master file)
$54,088,793

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$26,086,792$19,513,924$74,038,941XML
990-PFDecember 2023$16,686,500$17,010,018$43,726,835XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 04-6752868).

Questions about ARGOSY FOUNDATION

What is the EIN of ARGOSY FOUNDATION?
The employer identification number (EIN) of ARGOSY FOUNDATION is 04-6752868.
Is ARGOSY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to ARGOSY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ARGOSY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ARGOSY FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ARGOSY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of ARGOSY FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 10 people; 6 received compensation from the organization, the highest $194,155 (EMILY VAN DUNK, EXECUTIVE DIRECTOR).
How much revenue does ARGOSY FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $26,086,792, expenses of $19,513,924 and total assets of $74,038,941 at year end.

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