Nonprofit · EIN 20-6852986
WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,585 | $16,958 | -$8,373 | $286,331 | $0 | $286,331 |
| December 31, 2023 | 990-PF | $18,429 | $15,462 | $2,967 | $294,593 | $0 | $294,593 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $11,780
- Interest
- $234
- Net gain from sales of assets
- -$3,429
Expenses
- Grants and similar amounts paid
- $10,000
- Compensation of officers, directors and key employees
- $5,000
- Disbursements for charitable purposes
- $16,958
- Excise tax on investment income
- $245
Balance sheet and other
- Total assets, start of year
- $294,593
- Total assets, end of year
- $286,331
- Total liabilities, end of year
- $0
- Net assets, end of year
- $286,331
- Fair market value of assets
- $301,624
- Qualifying distributions
- $16,958
- Net investment income
- $17,647
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WINTRUST PRIVATE TRUST COMPANY 401 KILBOURN AVE, MILWAUKEE, WI 53202 | TRUSTEE | 1 | $5,000 |
| DAN FOSTER 611 W MAIN STREET, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
| ADAM BELL 611 W MAIN ST, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
| AMY MEYER 611 W MAIN ST, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
| NICOLE WERNER 611 W MAIN ST, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
| AMELIA WESSEL 611 W MAIN ST, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
| JONATHAN FREY 611 W MAIN ST, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
| JESSICA THOEN 611 W MAIN ST, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
| MARK PEPERKORN 611 W MAIN ST, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
| LUCAS FRANCOIS 611 W MAIN ST, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
| DENA BRECHTL 611 W MAIN ST, WATERFORD, WI 53185 | COMMITTEE | 0.1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE CHICAGO TRUST COMPANY 401 KILBOURN AVE, MILWAUKEE, WI 53202 | TRUSTEE | 0 | $2,726 |
| DAN FOSTER 100 FIELD DRIVE, WATERFORD, WI 53185 | COMMITTEE | 0.25 | $0 |
| MICHAEL SCHOENFELD 100 FIELD DRIVE, WATERFORD, WI 53185 | COMMITTEE | 0.25 | $0 |
| NICOLE WERNER 100 FIELD DRIVE, WATERFORD, WI 53185 | COMMITTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 401 KILBOURN AVE, MILWAUKEE, WI 53202-3212
- In care of
- % CHRISTOPER PONTERI
- Signed the 990-PF
- WINTRUST PRIVATE TRUST COMPANY, TRUSTEE
- Phone
- (414) 831-8306
- Return prepared by
- EDWARDS GROUP 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 20-6852986
- 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
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $286,331
- Income (IRS master file)
- $256,085
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $8,585 | $16,958 | $286,331 | XML |
| 990-PF | December 2023 | $18,429 | $15,462 | $294,593 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 20-6852986).
Questions about WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND
- What is the EIN of WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND?
- The employer identification number (EIN) of WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND is 20-6852986.
- Is WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND 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 WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND?
- The 990-PF for the year ended December 31, 2024 lists 11 people; 1 received compensation from the organization, the highest $5,000 (WINTRUST PRIVATE TRUST COMPANY, TRUSTEE).
- How much revenue does WIESELMAN WATERFORD HIGH SCHOOL SCHOLARSHIP TR FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,585, expenses of $16,958 and total assets of $286,331 at year end.
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