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Nonprofit · EIN 20-1346843

R KUBLY FAMILY FOUNDATION

Tax-exempt · MONROE, WI 53566

Financials

$32K$44K2023$75K$47K2024$66K$59K2025
Revenue Expenses · by fiscal year end
Financials of R KUBLY FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$66,291$58,748$7,543$387,746$0$387,746
December 31, 2024990-PF$74,800$46,947$27,853$380,203$0$380,203
December 31, 2023990-PF$32,429$43,633-$11,204$352,350$0$352,350
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$10,224
Interest
$4,752
Net gain from sales of assets
$29,155
Other income
$22,160

Expenses

Grants and similar amounts paid
$39,644
Disbursements for charitable purposes
$39,644
Excise tax on investment income
$365

Balance sheet and other

Total assets, start of year
$380,203
Total assets, end of year
$387,746
Total liabilities, end of year
$0
Net assets, end of year
$387,746
Fair market value of assets
$571,707
Qualifying distributions
$39,644
Net investment income
$44,131

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
R Ryan Kubly
1112 7th Avenue, Monroe, WI 53566
President0$0
Paula Ludwig
1112 7th Avenue, Monroe, WI 53566
Director0$0
Bob Sorge
2 Science Court 3, Madison, WI 53711
Director0$0
David Reinecke
150 E Gilman St, Madison, WI 53703
Director0$0
Tracy Meier
1112 7th Avenue, Monroe, WI 53566
Director0$0
John Baumann
1112 7th Avenue, Monroe, WI 53566
Director0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
R Ryan Kubly
1112 7th Avenue, Monroe, WI 53566
President0$0
Kimberly Markham
1112 7th Avenue, Monroe, WI 53566
Director0$0
Bob Sorge
2 Science Court 3, Madison, WI 53711
Director0$0
David Reinecke
150 E Gilman St, Madison, WI 53703
Director0$0
Tracy Meier
1112 7th Avenue, Monroe, WI 53566
Director0$0
John Baumann
1112 7th Avenue, Monroe, WI 53566
Director0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
R Ryan Kubly
1112 7th Avenue, Monroe, WI 53566
President0$0
Kimberly Markham
1112 7th Avenue, Monroe, WI 53566
Director0$0
Bob Sorge
2 Science Court 3, Madison, WI 53711
Director0$0
David Reinecke
150 E Gilman St, Madison, WI 53703
Director0$0
Katherine Frey
1112 7th Avenue, Monroe, WI 53566
Director0$0
John Baumann
1112 7th Avenue, Monroe, WI 53566
Director0$0

Address and contacts

Address (IRS master file)
1112 7TH AVE, MONROE, WI 53566-1364
Signed the 990-PF
R Ryan Kubly, President
Phone
(608) 328-8400
Return prepared by
Reffue Pas Jacobson Roth & Koster 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-1346843
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
2025
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$387,746
Income (IRS master file)
$138,988

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$66,291$58,748$387,746XML
990-PFDecember 2024$74,800$46,947$380,203XML
990-PFDecember 2023$32,429$43,633$352,350XML
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 20-1346843).

Questions about R KUBLY FAMILY FOUNDATION

What is the EIN of R KUBLY FAMILY FOUNDATION?
The employer identification number (EIN) of R KUBLY FAMILY FOUNDATION is 20-1346843.
Is R KUBLY FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2025.
Are donations to R KUBLY FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does R KUBLY FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of R KUBLY FAMILY FOUNDATION 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 R KUBLY FAMILY FOUNDATION 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 R KUBLY FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does R KUBLY FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $66,291, expenses of $58,748 and total assets of $387,746 at year end.

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