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Nonprofit · EIN 20-7086634

ALPHA A@WETENKAMP CHARITABLE TRUST

Also known as ALPHA A WETENKAMP TTEE

Tax-exempt · WAUWATOSA, WI 53213

Financials

$4.6M$118K2023$1.6M$155K2024$366K$320K2025
Revenue Expenses · by fiscal year end
Financials of ALPHA A@WETENKAMP CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$366,399$319,713$46,686$6,056,625$0$6,056,625
December 31, 2024990-PF$1,632,397$154,534$1,477,863$6,011,376$0$6,011,376
December 31, 2023990-PF$4,604,734$118,393$4,486,341$4,533,513$0$4,533,513
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$366,335
Net gain from sales of assets
$64

Expenses

Grants and similar amounts paid
$240,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$256,300
Excise tax on investment income
$4,212

Balance sheet and other

Total assets, start of year
$6,011,376
Total assets, end of year
$6,056,625
Total liabilities, end of year
$0
Net assets, end of year
$6,056,625
Fair market value of assets
$6,348,908
Qualifying distributions
$256,300
Net investment income
$366,399

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
CHRISTOPHER M DROSEN
949 GLENVIEW AVENUE, WAUWATOSA, WI 53213
TRUSTEE0$0
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
CHRISTOPHER M DROSEN
949 GLENVIEW AVENUE, WAUWATOSA, WI 53213
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CHRISTOPHER M DROSEN
949 GLENVIEW AVENUE, WAUWATOSA, WI 53213
TRUSTEE0$0

Address and contacts

Address (IRS master file)
949 GLENVIEW AVE, WAUWATOSA, WI 53213-3007
In care of
% ALFRED A DROSEN JR
Signed the 990-PF
CHRISTOPHER M DROSEN, TRUSTEE
Phone
(414) 545-5450
Return prepared by
SCHUMACHER SAMA 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
20-7086634
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
2007
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,056,625
Income (IRS master file)
$11,449,960

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$366,399$319,713$6,056,625XML
990-PFDecember 2024$1,632,397$154,534$6,011,376IRS
990-PFDecember 2023$4,604,734$118,393$4,533,513XML
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 20-7086634).

Questions about ALPHA A@WETENKAMP CHARITABLE TRUST

What is the EIN of ALPHA A@WETENKAMP CHARITABLE TRUST?
The employer identification number (EIN) of ALPHA A@WETENKAMP CHARITABLE TRUST is 20-7086634.
Is ALPHA A@WETENKAMP CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to ALPHA A@WETENKAMP CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALPHA A@WETENKAMP CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of ALPHA A@WETENKAMP CHARITABLE TRUST 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 ALPHA A@WETENKAMP CHARITABLE TRUST 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 ALPHA A@WETENKAMP CHARITABLE TRUST?
The 990-PF for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does ALPHA A@WETENKAMP CHARITABLE TRUST have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $366,399, expenses of $319,713 and total assets of $6,056,625 at year end.

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