Nonprofit · EIN 26-0111710
HOLZINGER MEMORIAL FOUNDATION
Also known as WAUKESHA STATE BANK TTEE
Tax-exempt · WAUKESHA, WI 53187
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $601,336 | $113,621 | $487,715 | $3,952,697 | $0 | $3,952,697 |
| December 31, 2024 | 990-PF | $2,721,917 | $109,233 | $2,612,684 | $3,464,981 | $0 | $3,464,981 |
| December 31, 2023 | 990-PF | $964,809 | $119,927 | $844,882 | $852,297 | $0 | $852,297 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $473,013
- Dividends
- $54,814
- Net gain from sales of assets
- $3,909
Expenses
- Grants and similar amounts paid
- $65,126
- Compensation of officers, directors and key employees
- $27,263
- Disbursements for charitable purposes
- $84,002
- Excise tax on investment income
- $1,374
Balance sheet and other
- Total assets, start of year
- $3,464,981
- Total assets, end of year
- $3,952,697
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,952,697
- Fair market value of assets
- $4,014,317
- Qualifying distributions
- $84,002
- Net investment income
- $128,148
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAUKESHA STATE BANK PO BOX 648, WAUKESHA, WI 53188 | TRUSTEE | 1 | $27,263 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAUKESHA STATE BANK PO BOX 648, WAUKESHA, WI 53188 | TRUSTEE | 1 | $37,280 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAUKESHA STATE BANK PO BOX 648, WAUKESHA, WI 53188 | TRUSTEE | 1 | $2,919 |
Address and contacts
- Address (IRS master file)
- PO BOX 648, WAUKESHA, WI 53187-0648
- Signed the 990-PF
- WAUKESHA STATE BANK, 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF 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
- 26-0111710
- 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
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $3,952,697
- Income (IRS master file)
- $604,332
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $601,336 | $113,621 | $3,952,697 | IRS |
| 990-PF | December 2024 | $2,721,917 | $109,233 | $3,464,981 | IRS |
| 990-PF | December 2023 | $964,809 | $119,927 | $852,297 | XML |
| 990-PF | December 2022 | $1 | $0 | $7,415 | 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 26-0111710).
Questions about HOLZINGER MEMORIAL FOUNDATION
- What is the EIN of HOLZINGER MEMORIAL FOUNDATION?
- The employer identification number (EIN) of HOLZINGER MEMORIAL FOUNDATION is 26-0111710.
- Is HOLZINGER MEMORIAL FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to HOLZINGER MEMORIAL FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HOLZINGER MEMORIAL FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HOLZINGER MEMORIAL FOUNDATION 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 HOLZINGER MEMORIAL FOUNDATION 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 HOLZINGER MEMORIAL FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $27,263 (WAUKESHA STATE BANK, TRUSTEE).
- How much revenue does HOLZINGER MEMORIAL FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $601,336, expenses of $113,621 and total assets of $3,952,697 at year end.
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