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Nonprofit · EIN 06-1521981

AFOGNAK FUND

Tax-exempt · FOX POINT, WI 53217

Financials

$3.1M$2M2023$2.3M$2M2024$2M$2.1M2025
Revenue Expenses · by fiscal year end
Financials of AFOGNAK FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$2,029,409$2,098,342-$68,933$37,635,942$0$37,635,942
December 31, 2024990-PF$2,296,560$1,951,161$345,399$41,811,972$0$41,811,972
December 31, 2023990-PF$3,122,440$1,974,462$1,147,978$37,536,176$0$37,536,176
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,039,231
Interest
$7,340
Net gain from sales of assets
$982,838

Expenses

Grants and similar amounts paid
$2,056,075
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,058,162
Excise tax on investment income
$27,934

Balance sheet and other

Total assets, start of year
$41,811,972
Total assets, end of year
$37,635,942
Total liabilities, end of year
$0
Net assets, end of year
$37,635,942
Fair market value of assets
$37,635,942
Qualifying distributions
$2,058,162
Net investment income
$2,029,409

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Anne Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee0.5$0
Stephen Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee0.5$0
Catherine Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee0.5$0
Christine Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee0.5$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
Anne Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee0.5$0
Stephen Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee0.5$0
Catherine Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee0.5$0
Christine Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee0.5$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Anne Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee5$0
Stephen Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee5$0
Catherine Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee5$0
Margaret Murphy
7240 N Barnett Lane, Fox Point, WI 53217
Trustee (end 12/2023)5$0
Christine Symchych
7240 N Barnett Lane, Fox Point, WI 53217
Trustee5$0

Address and contacts

Address (IRS master file)
7240 N BARNETT LN, FOX POINT, WI 53217-3609
In care of
% WITHUMSMITHBROWN PC
Signed the 990-PF
Christine Symchych, Trustee
Phone
(414) 403-7729
Return prepared by
Baker Newman & Noyes

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-1521981
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$37,635,942
Income (IRS master file)
$2,030,346

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$2,029,409$2,098,342$37,635,942XML
990-PFDecember 2024$2,296,560$1,951,161$41,811,972XML
990-PFDecember 2023$3,122,440$1,974,462$37,536,176XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 06-1521981).

Questions about AFOGNAK FUND

What is the EIN of AFOGNAK FUND?
The employer identification number (EIN) of AFOGNAK FUND is 06-1521981.
Is AFOGNAK FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to AFOGNAK FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does AFOGNAK FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of AFOGNAK FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AFOGNAK FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of AFOGNAK FUND?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does AFOGNAK FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $2,029,409, expenses of $2,098,342 and total assets of $37,635,942 at year end.

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