Nonprofit · EIN 25-1757468
THE NORBELL FOUNDATION
Tax-exempt · APPLETON, WI 54914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $188,839 | $311,753 | -$122,914 | $2,228,667 | $0 | $2,228,667 |
| December 31, 2023 | 990-PF | $175,344 | $294,783 | -$119,439 | $2,351,581 | $0 | $2,351,581 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $191,896
- Interest
- $154
- Net gain from sales of assets
- -$3,211
Expenses
- Grants and similar amounts paid
- $281,000
- Compensation of officers, directors and key employees
- $21,186
- Disbursements for charitable purposes
- $282,890
- Excise tax on investment income
- $2,301
Balance sheet and other
- Total assets, start of year
- $2,351,581
- Total assets, end of year
- $2,228,667
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,228,667
- Fair market value of assets
- $5,556,698
- Qualifying distributions
- $282,890
- Net investment income
- $192,050
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 |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST CO 3913 W PROSPECT AVE STE 201, APPLETON, WI 54914 | TRUSTEE | 5 | $21,186 |
| ELLEN S EASLEY 101 SOUTH VINCENNES CIRCLE, RACINE, WI 53402 | TRUSTEE & FOUNDATION MANAGER | 0.5 | $0 |
| JOYCE S BIFFAR 13477 PRIDE MOUNTAIN DRIVE, COLORADO SPRINGS, CO 80921 | TRUSTEE | 0.5 | $0 |
| TRAVIS S BIFFAR 26581 PASEO CALLADO, SAN JUAN CAPISTRANO, CA 92675 | TRUSTEE | 0.5 | $0 |
| CHARLES S STUCKEMAN 1013 CHAULK HILL DRIVE, MOON TOWNSHIP, PA 15108 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST CO 3913 W PROSPECT AVE STE 201, APPLETON, WI 54914 | TRUSTEE | 5 | $20,903 |
| ELLEN S EASLEY 101 SOUTH VINCENNES CIRCLE, RACINE, WI 53402 | TRUSTEE & FOUNDATION MANAGER | 0.5 | $0 |
| JOYCE S BIFFAR 2001 RIPPLE RIDGE ROAD, COLORADO SPRINGS, CO 80921 | TRUSTEE | 0.5 | $0 |
| TRAVIS S BIFFAR 26581 PASEO CALLADO, SAN JUAN CAPISTRANO, CA 92675 | TRUSTEE | 0.5 | $0 |
| CHARLES C STUCKEMAN 1013 CHAULK HILL DRIVE, MOON TOWNSHIP, PA 15108 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 3913 W PROSPECT AVE STE 201, APPLETON, WI 54914-8797
- In care of
- % H CAMPBELL STUCKEMAN
- Signed the 990-PF
- ELLEN EASLEY, TRUSTEE
- Phone
- (920) 380-9960
- Return prepared by
- CLIFTONLARSONALLEN 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 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
- 25-1757468
- 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
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $2,228,667
- Income (IRS master file)
- $300,211
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $188,839 | $311,753 | $2,228,667 | XML |
| 990-PF | December 2023 | $175,344 | $294,783 | $2,351,581 | 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 25-1757468).
Questions about THE NORBELL FOUNDATION
- What is the EIN of THE NORBELL FOUNDATION?
- The employer identification number (EIN) of THE NORBELL FOUNDATION is 25-1757468.
- Is THE NORBELL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to THE NORBELL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE NORBELL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE NORBELL FOUNDATION 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 THE NORBELL FOUNDATION 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 THE NORBELL FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $21,186 (FIDUCIARY PARTNERS TRUST CO, TRUSTEE).
- How much revenue does THE NORBELL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $188,839, expenses of $311,753 and total assets of $2,228,667 at year end.
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