Nonprofit · EIN 20-0350673
KAROL FUND
Tax-exempt · FOX POINT, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $380,059 | $247,150 | $132,909 | $134,210 | $0 | $134,210 |
| December 31, 2024 | 990-PF | $922,696 | $752,100 | $170,596 | $11,046 | $0 | $11,046 |
| December 31, 2023 | 990-PF | $154,661 | $257,000 | -$102,339 | $116,943 | $0 | $116,943 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $352,230
- Dividends
- $428
- Net gain from sales of assets
- $27,401
Expenses
- Grants and similar amounts paid
- $245,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $246,075
- Excise tax on investment income
- $372
Balance sheet and other
- Total assets, start of year
- $11,046
- Total assets, end of year
- $134,210
- Total liabilities, end of year
- $0
- Net assets, end of year
- $134,210
- Fair market value of assets
- $164,615
- Qualifying distributions
- $246,075
- Net investment income
- $27,829
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD P MOONEY JR 7038 NORTH BEACH ROAD, FOX POINT, WI 53217 | TRUSTEE | 0.5 | $0 |
| BRIDIE ANN MOONEY 7038 NORTH BEACH ROAD, FOX POINT, WI 53217 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD P MOONEY JR 7038 NORTH BEACH ROAD, FOX POINT, WI 53217 | TRUSTEE | 0.5 | $0 |
| BRIDIE ANN MOONEY 7038 NORTH BEACH ROAD, FOX POINT, WI 53217 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD P MOONEY JR 7038 NORTH BEACH ROAD, FOX POINT, WI 53217 | TRUSTEE | 0.5 | $0 |
| BRIDIE ANN MOONEY 7038 NORTH BEACH ROAD, FOX POINT, WI 53217 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 7038 N BEACH DR, FOX POINT, WI 53217-3657
- In care of
- % EDWARD P MOONEY JR
- Signed the 990-PF
- EDWARD P MOONEY JR, TRUSTEE
- Phone
- (414) 228-5124
- Return prepared by
- DELOITTE TAX 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-0350673
- 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
- 2004
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $134,210
- Income (IRS master file)
- $447,658
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $380,059 | $247,150 | $134,210 | IRS |
| 990-PF | December 2024 | $922,696 | $752,100 | $11,046 | IRS |
| 990-PF | December 2023 | $154,661 | $257,000 | $116,943 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 20-0350673).
Questions about KAROL FUND
- What is the EIN of KAROL FUND?
- The employer identification number (EIN) of KAROL FUND is 20-0350673.
- Is KAROL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
- Are donations to KAROL FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KAROL FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KAROL 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 KAROL 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 KAROL FUND?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does KAROL FUND have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $380,059, expenses of $247,150 and total assets of $134,210 at year end.
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All nonprofits in FOX POINT · Wisconsin · Philanthropy, voluntarism and grantmaking foundations