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Nonprofit · EIN 20-0414455

ELLIES FOUNDATION INC

Tax-exempt · MILWAUKEE, WI 53226

Financials

$1.3M$528K2023$3.8M$540K2024$6.8M$661K2025
Revenue Expenses · by fiscal year end
Financials of ELLIES FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$6,818,972$661,197$6,157,775$19,251,400$0$19,251,400
December 31, 2024990-PF$3,778,701$539,836$3,238,865$13,031,327$0$13,031,327
December 31, 2023990-PF$1,285,525$528,388$757,137$9,600,181$0$9,600,181
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$6,041,709
Dividends
$495,189
Net gain from sales of assets
$281,544
Other income
$530

Expenses

Grants and similar amounts paid
$550,806
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$554,441
Excise tax on investment income
$55,164

Balance sheet and other

Total assets, start of year
$13,031,327
Total assets, end of year
$19,251,400
Total liabilities, end of year
$0
Net assets, end of year
$19,251,400
Fair market value of assets
$21,947,222
Qualifying distributions
$554,441
Net investment income
$4,032,766

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
ELLEN BECHTHOLD
1040 N LAKE SHORE DRIVE APT 17C, CHICAGO, IL 60611
PRESIDENT0$0
WALTER DEWEY
7554 RED FOX TRAIL, MADISON, WI 53717
VICE-PRESIDENT0$0
ELLEN BECHTHOLD
1040 N LAKE SHORE DRIVE APT 17C, CHICAGO, IL 60611
TREASURER0$0
KURT BECHTHOLD
9701 N COLUMBIA DRIVE, MEQUON, WI 53092
SECRETARY0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
ELLEN BECHTHOLD
1040 N LAKE SHORE DRIVE APT 17C, CHICAGO, IL 60611
PRESIDENT0$0
WALTER DEWEY
7554 RED FOX TRAIL, MADISON, WI 53717
VICE-PRESIDENT0$0
ELLEN BECHTHOLD
1040 N LAKE SHORE DRIVE APT 17C, CHICAGO, IL 60611
TREASURER0$0
KURT BECHTHOLD
9701 N COLUMBIA DRIVE, MEQUON, WI 53092
SECRETARY0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
ELLEN BECHTHOLD
1040 N LAKE SHORE DRIVE APT 17C, CHICAGO, IL 60611
PRESIDENT0$0
WALTER DEWEY
7554 RED FOX TRAIL, MADISON, WI 53717
VICE-PRESIDENT0$0
ELLEN BECHTHOLD
1040 N LAKE SHORE DRIVE APT 17C, CHICAGO, IL 60611
TREASURER0$0
KURT BECHTHOLD
9701 N COLUMBIA DRIVE, MEQUON, WI 53092
SECRETARY0$0

Address and contacts

Address (IRS master file)
1200 N MAYFAIR RD STE 430, MILWAUKEE, WI 53226-3282
In care of
% DENASHA A SCOTT
Signed the 990-PF
ELLEN BECHTHOLD, PRESIDENT
Phone
(414) 982-2873
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 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
20-0414455
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
Assets (IRS master file)
$19,251,400
Income (IRS master file)
$14,500,094

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$6,818,972$661,197$19,251,400IRS
990-PFDecember 2024$3,778,701$539,836$13,031,327IRS
990-PFDecember 2023$1,285,525$528,388$9,600,181XML
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 20-0414455).

Questions about ELLIES FOUNDATION INC

What is the EIN of ELLIES FOUNDATION INC?
The employer identification number (EIN) of ELLIES FOUNDATION INC is 20-0414455.
Is ELLIES FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to ELLIES FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ELLIES FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ELLIES FOUNDATION INC 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 ELLIES FOUNDATION INC 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 ELLIES FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ELLIES FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $6,818,972, expenses of $661,197 and total assets of $19,251,400 at year end.

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