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Nonprofit · EIN 20-6774372

CORDON FAMILY FUUNDATION CHARITABLETRUST

Also known as HELEN CORDON TTEE

Tax-exempt · NEW BERLIN, WI 53151

Financials

$55K$108K2023$40K$102K2024$23K$21K2025
Revenue Expenses · by fiscal year end
Financials of CORDON FAMILY FUUNDATION CHARITABLETRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$22,787$21,106$1,681$53,659$0$53,659
December 31, 2024990-PF$39,725$101,873-$62,148$22,237$0$22,237
December 31, 2023990-PF$55,178$107,776-$52,598$20,232$0$20,232
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$6,162
Interest
$335
Net gain from sales of assets
$16,290

Expenses

Grants and similar amounts paid
$19,700
Excise tax on investment income
$231

Balance sheet and other

Total assets, start of year
$22,237
Total assets, end of year
$53,659
Total liabilities, end of year
$0
Net assets, end of year
$53,659
Net investment income
$16,625

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
HELEN CORDON TRUSTEE
C/O BERG 2857 S FRANKLIN DR, New Berlin, WI 531513873
TRUSTEE10$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
HELEN CORDON TRUSTEE
1651 MICHIGAN STREET, Sturgeon Bay, WI 54235
TRUSTEE10$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
HELEN CORDON TRUSTEE
1651 MICHIGAN STREET, Sturgeon Bay, WI 54235
TRUSTEE10$0

Address and contacts

Address (IRS master file)
CO BERG 2857 S FRANKLIN DR, NEW BERLIN, WI 53151-0000
In care of
% HELEN C CORDON
Signed the 990-PF
HELEN C CORDON, TRUSTEE
Phone
(262) 875-1556
Return prepared by
TRANSNATIONAL ADVISORS LLC

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
20-6774372
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
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$53,659
Income (IRS master file)
$52,528

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$22,787$21,106$53,659XML
990-PFDecember 2024$39,725$101,873$22,237XML
990-PFDecember 2023$55,178$107,776$20,232XML
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 20-6774372).

Questions about CORDON FAMILY FUUNDATION CHARITABLETRUST

What is the EIN of CORDON FAMILY FUUNDATION CHARITABLETRUST?
The employer identification number (EIN) of CORDON FAMILY FUUNDATION CHARITABLETRUST is 20-6774372.
Is CORDON FAMILY FUUNDATION CHARITABLETRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to CORDON FAMILY FUUNDATION CHARITABLETRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CORDON FAMILY FUUNDATION CHARITABLETRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CORDON FAMILY FUUNDATION CHARITABLETRUST 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 CORDON FAMILY FUUNDATION CHARITABLETRUST 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 CORDON FAMILY FUUNDATION CHARITABLETRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does CORDON FAMILY FUUNDATION CHARITABLETRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $22,787, expenses of $21,106 and total assets of $53,659 at year end.

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