Nonprofit · EIN 26-1516120
LAZARZ FAMILY FOUNDATION INC
Tax-exempt · MIDDLETON, WI 53562
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $32,690 | $47,010 | -$14,320 | $1,257,775 | $0 | $1,257,775 |
| December 31, 2024 | 990-PF | $34,505 | $58,742 | -$24,237 | $1,271,042 | $0 | $1,271,042 |
| December 31, 2023 | 990-PF | $11,869 | $65,626 | -$53,757 | $1,295,048 | $0 | $1,295,048 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $11,722
- Interest
- $20,343
- Net gain from sales of assets
- $625
Expenses
- Grants and similar amounts paid
- $45,000
- Disbursements for charitable purposes
- $46,557
- Excise tax on investment income
- $454
Balance sheet and other
- Total assets, start of year
- $1,271,042
- Total assets, end of year
- $1,257,775
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,257,775
- Fair market value of assets
- $1,112,788
- Qualifying distributions
- $46,557
- Net investment income
- $32,690
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 |
|---|---|---|---|
| ROBERT W LAZARZ 3111 PHEASANT BRANCH ROAD 112A, MIDDLETON, WI 53562 | PRESIDENT | 1 | $0 |
| TODD A LAZARZ 8502 PRAIRIE HILL RD, MADISON, WI 53719 | DIRECTOR | 1 | $0 |
| JONI L OLIPHANT 60 LAKES EDGE WAY, MARIETTA, SC 29661 | DIRECTOR | 1 | $0 |
| JENNIFER L PETERSON 201 LEE PLACE, ALBERT LEA, MN 56007 | DIRECTOR | 1 | $0 |
| JULI A MOEN 5586 POLWORTH ST, FITCHBURG, WI 53711 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT W LAZARZ 3111 PHEASANT BRANCH ROAD 112A, MIDDLETON, WI 53562 | PRESIDENT | 1 | $0 |
| TODD A LAZARZ 8502 PRAIRIE HILL RD, MADISON, WI 53719 | DIRECTOR | 1 | $0 |
| JONI L OLIPHANT 60 LAKES EDGE WAY, MARIETTA, SC 29661 | DIRECTOR | 1 | $0 |
| JENNIFER L PETERSON 201 LEE PLACE, ALBERT LEA, MN 56007 | DIRECTOR | 1 | $0 |
| JULI A MOEN 5586 POLWORTH ST, FITCHBURG, WI 53711 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT W LAZARZ 3111 PHEASANT BRANCH ROAD 112A, MIDDLETON, WI 53562 | PRESIDENT | 1 | $0 |
| TODD A LAZARZ 8502 PRAIRIE HILL RD, MADISON, WI 53719 | DIRECTOR | 1 | $0 |
| JONI L OLIPHANT 2016 BESRA DRIVE, VERONA, WI 53593 | DIRECTOR | 1 | $0 |
| JENNIFER L PETERSON 201 LEE PLACE, ALBERT LEA, MN 56007 | DIRECTOR | 1 | $0 |
| JULI A MOEN 5586 POLWORTH ST, FITCHBURG, WI 53711 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3111 PHEASANT BRANCH RD APT 112A, MIDDLETON, WI 53562-1196
- In care of
- % ROBERT W LAZARZ
- Signed the 990-PF
- ROBERT W LAZARZ, PRESIDENT
- Phone
- (608) 836-3471
- Return prepared by
- JOHN F SUBY AND ASSOCIATES SC
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
- 26-1516120
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,257,775
- Income (IRS master file)
- $232,065
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $32,690 | $47,010 | $1,257,775 | IRS |
| 990-PF | December 2024 | $34,505 | $58,742 | $1,271,042 | IRS |
| 990-PF | December 2023 | $11,869 | $65,626 | $1,295,048 | 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 26-1516120).
Questions about LAZARZ FAMILY FOUNDATION INC
- What is the EIN of LAZARZ FAMILY FOUNDATION INC?
- The employer identification number (EIN) of LAZARZ FAMILY FOUNDATION INC is 26-1516120.
- Is LAZARZ FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to LAZARZ FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LAZARZ FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LAZARZ FAMILY 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 LAZARZ FAMILY 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 LAZARZ FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LAZARZ FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $32,690, expenses of $47,010 and total assets of $1,257,775 at year end.
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All nonprofits in MIDDLETON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations