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Nonprofit · EIN 11-3656127

MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC

Tax-exempt · OCONOMOWOC, WI 53066

Financials

$10K$24K2023$17K$27K2024
Revenue Expenses · by fiscal year end
Financials of MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$17,385$26,542-$9,157$643,290$0$643,290
December 31, 2023990-PF$9,778$23,607-$13,829$652,447$0$652,447
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$12,343
Net gain from sales of assets
$5,042

Expenses

Grants and similar amounts paid
$22,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$23,298
Excise tax on investment income
$198

Balance sheet and other

Total assets, start of year
$652,447
Total assets, end of year
$643,290
Total liabilities, end of year
$0
Net assets, end of year
$643,290
Fair market value of assets
$667,938
Qualifying distributions
$23,298
Net investment income
$17,385

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 / weekCompensation
CATHERINE ANDRUS
1780 EXECUTIVE DRIVE, OCONOMOWOC, WI 53066
SECRETARY AND TREASURER0.1$0
MICHAEL R BRUNO II
1780 EXECUTIVE DRIVE, OCONOMOWOC, WI 53066
DIRECTOR0.1$0
MATT BRUNO
1780 EXECUTIVE DRIVE, OCONOMOWOC, WI 53066
PRESIDENT0.1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
CATHERINE ANDRUS
1780 EXECUTIVE DRIVE, OCONOMOWOC, WI 53066
DIRECTOR0.1$0
MICHAEL R BRUNO II
1780 EXECUTIVE DRIVE, OCONOMOWOC, WI 53066
TREASURER0.1$0

Address and contacts

Address (IRS master file)
1780 EXECUTIVE DR, OCONOMOWOC, WI 53066-4830
In care of
% MICHAEL R BRUNO
Signed the 990-PF
MICHAEL R BRUNO II, TREASURER
Phone
(262) 567-4990
Return prepared by
CLIFTONLARSONALLEN 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
11-3656127
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$643,290
Income (IRS master file)
$142,693

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$17,385$26,542$643,290XML
990-PFDecember 2023$9,778$23,607$652,447XML
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 11-3656127).

Questions about MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC

What is the EIN of MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC?
The employer identification number (EIN) of MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC is 11-3656127.
Is MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC 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 MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC 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 MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does MICHAEL AND BEVERLY BRUNO FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $17,385, expenses of $26,542 and total assets of $643,290 at year end.

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