Nonprofit · EIN 31-1723311
FITZSIMONDS CHARITABLE TRUST
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $87,431 | $1,632,930 | -$1,545,499 | $1,511,070 | $0 | $1,511,070 |
| December 31, 2024 | 990-PF | $160,563 | $479,621 | -$319,058 | $3,056,568 | $0 | $3,056,568 |
| December 31, 2023 | 990-PF | $413,211 | $243,202 | $170,009 | $3,375,628 | $0 | $3,375,628 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $86,576
- Other income
- $855
Expenses
- Grants and similar amounts paid
- $1,600,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,624,648
- Excise tax on investment income
- $1,118
Balance sheet and other
- Total assets, start of year
- $3,056,568
- Total assets, end of year
- $1,511,070
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,511,070
- Fair market value of assets
- $1,511,070
- Qualifying distributions
- $1,624,648
- Net investment income
- $86,576
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 |
|---|---|---|---|
| SUSAN HEDRICK 5702 Glen Heather Drive, Dallas, TX 75252 | TRUSTEE | 1 | $0 |
| LEONA I FITZSIMONDS 8523 Thackery Street Apt 7104, Dallas, TX 75225 | TRUSTEE | 1 | $0 |
| STEPHEN R FITZSIMONDS 5294 COUNTRY CLUB DRIVE, Larkspur, CO 80118 | TRUSTEE | 1 | $0 |
| MICHAEL HEDRICK 5702 Glen Heather Drive, Dallas, TX 75252 | TRUSTEE | 1 | $0 |
| MARY ELLEN FITZSIMONDS 5294 COUNTRY CLUB DRIVE, Larkspur, CO 80118 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN HEDRICK N59W38235 Mainland Drive, Oconomowoc, WI 53066 | TRUSTEE | 1 | $0 |
| LEONA I FITZSIMONDS 2505 E Bradford Avenue, Apt 4308, Milwaukee, WI 53211 | TRUSTEE | 1 | $0 |
| STEPHEN R FITZSIMONDS 5294 Country Club Drive, Larkspur, CO 80118 | TRUSTEE | 1 | $0 |
| MICHAEL HEDRICK N59W38235 Mainland Drive, Oconomowoc, WI 53066 | TRUSTEE | 1 | $0 |
| MARY ELLEN FITZSIMONDS 5294 COUNTRY CLUB DRIVE, LARKSPUR, CO 80118 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN HEDRICK N59W38235 Mainland Drive, Oconomowoc, WI 53066 | TRUSTEE | 1 | $0 |
| LEONA I FITZSIMONDS 2505 E Bradford Avenue, Apt 4308, Milwaukee, WI 53211 | TRUSTEE | 1 | $0 |
| STEPHEN R FITZSIMONDS 5294 Country Club Drive, Larkspur, CO 80118 | TRUSTEE | 1 | $0 |
| MICHAEL HEDRICK N59W38235 Mainland Drive, Oconomowoc, WI 53066 | TRUSTEE | 1 | $0 |
| MARY ELLEN FITZSIMONDS 5294 COUNTRY CLUB DRIVE, LARKSPUR, CO 80118 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 777 E WISCONSIN AVE STE 3500, MILWAUKEE, WI 53202-5306
- In care of
- % JP MORGAN CHASE BANK NA
- Signed the 990-PF
- Leona Fitzsimonds, Trustee
- Phone
- (414) 297-5786
- Return prepared by
- FOLEY & LARDNER 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
- 31-1723311
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $1,511,070
- Income (IRS master file)
- $87,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $87,431 | $1,632,930 | $1,511,070 | IRS |
| 990-PF | December 2024 | $160,563 | $479,621 | $3,056,568 | IRS |
| 990-PF | December 2023 | $413,211 | $243,202 | $3,375,628 | 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 31-1723311).
Questions about FITZSIMONDS CHARITABLE TRUST
- What is the EIN of FITZSIMONDS CHARITABLE TRUST?
- The employer identification number (EIN) of FITZSIMONDS CHARITABLE TRUST is 31-1723311.
- Is FITZSIMONDS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to FITZSIMONDS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FITZSIMONDS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FITZSIMONDS CHARITABLE TRUST 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 FITZSIMONDS CHARITABLE TRUST 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 FITZSIMONDS CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does FITZSIMONDS CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $87,431, expenses of $1,632,930 and total assets of $1,511,070 at year end.
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