Nonprofit · EIN 20-4909038
ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC
Tax-exempt · WAUKESHA, WI 53188
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990-PF | $148,874 | $42,035 | $106,839 | $580,308 | $0 | $580,308 |
Financial details: 990-PF for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $150,040
- Interest
- $13,953
- Net gain from sales of assets
- -$15,119
Expenses
- Grants and similar amounts paid
- $39,725
- Disbursements for charitable purposes
- $39,725
- Excise tax on investment income
- $194
Balance sheet and other
- Total assets, start of year
- $473,469
- Total assets, end of year
- $580,308
- Total liabilities, end of year
- $0
- Net assets, end of year
- $580,308
- Qualifying distributions
- $39,725
- Net investment income
- $13,953
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN J ELLENBECKER N21W23350 Ridgeview Pkwy, Waukesha, WI 53188 | Vice President | 0 | $0 |
| JULIE ELLENBECKER-LIPSKY N21W23350 Ridgeview Pkwy, Waukesha, WI 53188 | President | 0 | $0 |
| Diane Byrne W200 S8609 Woods Road, Muskego, WI 53150 | Treasurer | 0 | $0 |
| Jeff Stroud N21W23350 Ridgeview Pkwy, Waukesha, WI 53188 | Secretary | 0 | $0 |
| Phil Remmers 1601 E Racine Ave Ste 200, Waukesha, WI 53186 | Director | 0 | $0 |
| Jeff Ellenbecker N40W32818 Wild Wood Lane, Nashotah, WI 53058 | Director | 0 | $0 |
| Kristen Cantrell W249 N7098 Hillside Road, Lisbon, WI 53089 | Liason | 0 | $0 |
| Heather Hipke N21W23350 Ridgeview Pkwy, Waukesha, WI 53188 | Liason | 0 | $0 |
| Jill Economou N21W23350 Ridgeview Pkwy, Waukesha, WI 53188 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- N21W23350 RIDGEVIEW PKWY W, WAUKESHA, WI 53188-1014
- In care of
- % KAREN ELLENBECKER
- Signed the 990-PF
- JULIE ELLENBECKER-LIPSKY, VP/SECRETARY
- Phone
- (262) 691-3200
- Return prepared by
- Ellenbecker Investment Group
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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4909038
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $580,308
- Income (IRS master file)
- $163,993
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2023 | $148,874 | $42,035 | $580,308 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 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 20-4909038).
Questions about ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC
- What is the EIN of ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC is 20-4909038.
- Is ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ELLENBECKER INVESTMENT GROUPCHARITABLE 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 ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2023.
- Who are the officers and directors of ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2023 lists 9 people; 0 received compensation from the organization.
- How much revenue does ELLENBECKER INVESTMENT GROUPCHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2023 it reported revenue of $148,874, expenses of $42,035 and total assets of $580,308 at year end.
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