Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 23-7417708

THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI

Tax-exempt · APPLETON, WI 54914

Financials

$269K$206K2022$308K$184K2023$254K$255K2024
Revenue Expenses · by fiscal year end
Financials of THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$253,965$254,944-$979$5,579,985$0$5,579,985
September 30, 2024990$308,011$184,496$123,515$5,580,964$0$5,580,964
September 30, 2023990$268,674$205,660$63,014$5,457,449$0$5,457,449
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$253,965
Net gain from sales of assets
$15,444
Other revenue
$0

Expenses

Grants and similar amounts paid
$199,275
Compensation of officers, directors and key employees
$15,504
Salaries, compensation and benefits (total)
$15,504
Professional fundraising fees
$0
Accounting fees
$850
Program services (functional)
$199,275
Management and general (functional)
$55,669

Balance sheet and other

Total assets, start of year
$5,580,964
Total assets, end of year
$5,579,985
Total liabilities, end of year
$0
Net assets, end of year
$5,579,985
Publicly traded securities
$5,478,070
Gross receipts
$375,657
Employees
0
Volunteers
0
Year formed
1974
State of legal domicile
WI

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 for the year ended September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
FIDUCIARY PARTNERS TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
1.25$0$15,504
ROBERT BUCHANANINDIVIDUAL TRUSTEE
Trustee or director
0.75$0$0
JERRY DEESINDIVIDUAL TRUSTEE
Trustee or director
0.25$0$0
CHIP GABBEYINDIVIDUAL TRUSTEE
Trustee or director
0.25$0$0
JOHN MCFADDENINDIVIDUAL TRUSTEE
Trustee or director
0.12$0$0
JEFF REISTERINDIVIDUAL TRUSTEE
Trustee or director
0.25$0$0
CARLA SALMONINDIVIDUAL TRUSTEE
Trustee or director
0.12$0$0
PAUL TRIGGINDIVIDUAL TRUSTEE
Trustee or director
0.25$0$0
JOE WELLSINDIVIDUAL TRUSTEE
Trustee or director
0.2$0$0
990 for the year ended September 30, 2024: 9 people
NameTitleHours / weekCompensationOther / benefits
Fiduciary Partners Trust CompanyInstitutional Trustee
Institutional trustee
1$0$14,416
Robert BuchananIndividual Trustee
Trustee or director
0.75$0$0
Jerry DeesIndividual Trustee
Trustee or director
0.25$0$0
Chip GabbeyIndividual Trustee
Trustee or director
0.25$0$0
John McFaddenIndividual Trustee
Trustee or director
0.1$0$0
Jeff ReisterIndividual Trustee
Trustee or director
0.5$0$0
Carla SalmonIndividual Trustee
Trustee or director
0.1$0$0
Paul TriggIndividual Trustee
Trustee or director
0.25$0$0
Joe WellsIndividual Trustee
Trustee or director
0.2$0$0
990 for the year ended September 30, 2023: 9 people
NameTitleHours / weekCompensationOther / benefits
Fiduciary Partners Trust CompanyInstitutional Trustee
Officer
1.25$0$13,392
Robert BuchananIndividual Trustee
Institutional trustee
0.75$0$0
Kristine HieptasIndividual Trustee
Institutional trustee
0.25$0$0
Ted LapineIndividual Trustee
Institutional trustee
0.25$0$0
John McFaddenIndividual Trustee
Institutional trustee
0.12$0$0
Jeff RiesterIndividual Trustee
Institutional trustee
0.25$0$0
Carla SalmonIndividual Trustee
Institutional trustee
0.12$0$0
Paul TriggIndividual Trustee
Institutional trustee
0.25$0$0
Joe WellsIndividual Trustee
Institutional trustee
0.2$0$0

Address and contacts

Address (IRS master file)
3913 W PROSPECT AVE STE 201, APPLETON, WI 54914-8797
In care of
% FIDUCIARY PARTNERS INC
Principal officer (990 for 2024)
BRENNAN HAWORTH, 3913 W PROSPECT AVENUE 201, APPLETON, WI 549148797
Signed the 990
BRENNAN HAWORTH, TRUST OFFICER
Phone
(920) 380-9960
Return prepared by
HAWKINS ASH CPAS LLP

Mission

PROVIDE FINANCIAL SUPPORT TO ENABLE THE FIRST CONGREGATIONAL CHURCH TO MEET ITS OPERATIONAL AND RELIGOUS ACTIVITIES IN THE COMMUNITY.

990 for the year ended September 30, 2025

Program accomplishments

  • APPLIED TOWARDS COMPENSATION OF CHURCH OFFICERS AND COSTS OF SENIOR PASTOR SEARCH/INTERVIEWS AND MISCELLANEOUS ADMINISTRATION FUNCTIONS
    Expenses $52,540 · grants $52,540
  • USED TO COVER EXPENSES OF ASSORTED MISSION TRIPS FOR BACK BAY MISSION, HS MISSION, KENYA PARTNERSHIP TRIP AND TO ASSIST LOCAL PRGRAMS TO IMPROVE FAMILY NEEDS THROUGH HABITAT FOR HUMANITY, LEAVEN, PILLARS, EMPTY TO FULL PROGRAM
    Expenses $89,596 · grants $89,596
  • APPLIED TOWARD PARKING UPGRADES, WINDOW REPLACEMENTS AND IMPROVEMENTS, ELECTRICAL UPGRADES AND OTHER MISCELLANEOUS BUILDING MAINTENANCE EXPENSES
    Expenses $57,139 · grants $57,139

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025990 on file

IRS record

EIN
23-7417708
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1974
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,579,985
Income (IRS master file)
$375,657

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$253,965$254,944$5,579,985XML
990September 2024$308,011$184,496$5,580,964XML
990September 2023$268,674$205,660$5,457,449XML
990September 2022$347,818$196,164$5,394,435IRS
990September 2021–––IRS
990September 2020–––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 23-7417708).

Questions about THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI

What is the EIN of THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI?
The employer identification number (EIN) of THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI is 23-7417708.
Is THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
Are donations to THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI?
The 990 for the year ended September 30, 2025 names BRENNAN HAWORTH.
Who are the officers and directors of THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI?
The 990 for the year ended September 30, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does THE ENDOWMENT TRUST OF THE 1ST CON- GREGATIONAL CHURCH OF APPLETON WI have?
On its 990 for the year ended September 30, 2025 it reported revenue of $253,965, expenses of $254,944 and total assets of $5,579,985 at year end.

Other nonprofits in APPLETON

All nonprofits in APPLETON · Wisconsin · Religion-related