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Nonprofit · EIN 23-7098671

ALBERT J AND FLORA H ELLINGER FOUNDATION INC

Tax-exempt · WAUKESHA, WI 53187

Financials

$74K$54K2023$211K$123K2024$395K$90K2025
Revenue Expenses · by fiscal year end
Financials of ALBERT J AND FLORA H ELLINGER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$394,846$89,683$305,163$2,047,972$0$2,047,972
December 31, 2024990-PF$210,681$123,419$87,262$1,742,815$0$1,742,815
December 31, 2023990-PF$74,360$54,288$20,072$1,655,552$0$1,655,552
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$62,598
Net gain from sales of assets
$332,248

Expenses

Grants and similar amounts paid
$57,000
Disbursements for charitable purposes
$58,325
Excise tax on investment income
$5,111

Balance sheet and other

Total assets, start of year
$1,742,815
Total assets, end of year
$2,047,972
Total liabilities, end of year
$0
Net assets, end of year
$2,047,972
Fair market value of assets
$2,711,381
Qualifying distributions
$58,325
Net investment income
$394,846

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
JAMES HOLCOMB
11414 W PARK PLACE SUITE 202, MILWAUKEE, WI 53224
DIRECTOR1$0
J PATRICK CONDON
17860 LISA LANE, BROOKFIELD, WI 53045
PRESIDENT1$0
VICTOR SCHULTZ
PO BOX 648, WAUKESHA, WI 53187
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JAMES HOLCOMB
11414 W PARK PLACE SUITE 202, MILWAUKEE, WI 53224
DIRECTOR1$0
J PATRICK CONDON
1243 N 10TH STREET SUITE 300, MILWAUKEE, WI 53205
PRESIDENT1$0
VICTOR SCHULTZ
PO BOX 648, WAUKESHA, WI 53187
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JAMES HOLCOMB
11414 W PARK PLACE SUITE 202, MILWAUKEE, WI 53224
DIRECTOR1$0
J PATRICK CONDON
1243 N 10TH STREET SUITE 300, MILWAUKEE, WI 53205
PRESIDENT1$0
VICTOR SCHULTZ
PO BOX 648, WAUKESHA, WI 53187
SECRETARY/TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 648, WAUKESHA, WI 53187-0648
In care of
% WAUKESHA STATE BANK
Signed the 990-PF
WAUKESHA STATE BANK, AGT FOR TRUSTEE
Phone
(262) 522-7400
Return prepared by
DELOITTE TAX 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
23-7098671
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
1971
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,047,972
Income (IRS master file)
$727,034

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$394,846$89,683$2,047,972XML
990-PFDecember 2024$210,681$123,419$1,742,815IRS
990-PFDecember 2023$74,360$54,288$1,655,552XML
990-PFDecember 2022–––IRS
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 2019–––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 23-7098671).

Questions about ALBERT J AND FLORA H ELLINGER FOUNDATION INC

What is the EIN of ALBERT J AND FLORA H ELLINGER FOUNDATION INC?
The employer identification number (EIN) of ALBERT J AND FLORA H ELLINGER FOUNDATION INC is 23-7098671.
Is ALBERT J AND FLORA H ELLINGER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to ALBERT J AND FLORA H ELLINGER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ALBERT J AND FLORA H ELLINGER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ALBERT J AND FLORA H ELLINGER FOUNDATION INC 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 ALBERT J AND FLORA H ELLINGER FOUNDATION INC 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 ALBERT J AND FLORA H ELLINGER FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does ALBERT J AND FLORA H ELLINGER FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $394,846, expenses of $89,683 and total assets of $2,047,972 at year end.

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