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

Nonprofit · EIN 39-0678406

WILLIAM F VILAS ESTATE

Also known as ROBERT R STROUD - SECTY OF TTEES

Tax-exempt · OREGON, WI 53575

Financials

$9M$9.7M2022$10M$6.7M2023$8.7M$7.2M2024
Revenue Expenses · by fiscal year end
Financials of WILLIAM F VILAS ESTATE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$8,747,937$7,191,577$1,556,360$135,625,226$0$135,625,226
March 31, 2024990$10,020,110$6,651,621$3,368,489$136,408,328$0$136,408,328
March 31, 2023990$8,985,265$9,704,855-$719,590$133,039,839$0$133,039,839
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$8,747,937
Net gain from sales of assets
$3,965,775
Other revenue
$0

Expenses

Grants and similar amounts paid
$6,542,602
Compensation of officers, directors and key employees
$30,500
Other salaries and wages
$52,777
Salaries, compensation and benefits (total)
$86,919
Professional fundraising fees
$0
Legal fees
$11,047
Accounting fees
$29,500
Occupancy
$9,325
Travel
$579
Program services (functional)
$6,542,602
Management and general (functional)
$648,975

Balance sheet and other

Total assets, start of year
$136,408,328
Total assets, end of year
$135,625,226
Total liabilities, end of year
$0
Net assets, end of year
$135,625,226
Land, buildings and equipment
$23,748
Publicly traded securities
$121,236,747
Gross receipts
$45,774,714
Employees
1
Volunteers
0
Year formed
1961
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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ROBERT R STROUDSECRETARY
Officer
2$11,000
GEORGE E AUSTINCHAIRMAN
Trustee or director, Officer
2$3,600
SUSAN R STEINGASSTRUSTEE
Trustee or director
2$3,600
JUDITH E KIMBLETRUSTEE
Trustee or director
2$3,600
DARRELL BEHNKETRUSTEE
Trustee or director
2$3,600
JO E HANDELSMANTRUSTEE
Trustee or director
2$3,600
MARCIA M ANDERSONTRUSTEE
Trustee or director
2$3,600
AARON OLIVERTRUSTEE
Trustee or director
2$3,600
MARK D BUGHERTRUSTEE
Trustee or director
2$300
990 for the year ended March 31, 2024: 9 people
NameTitleHours / weekCompensation
ROBERT R STROUDSECRETARY
Officer
2$6,000
GEORGE E AUSTINCHAIRMAN
Trustee or director, Officer
2$3,600
SUSAN R STEINGASSTRUSTEE
Trustee or director
2$3,600
MARK D BUGHERTRUSTEE
Trustee or director
2$3,600
JUDITH E KIMBLETRUSTEE
Trustee or director
2$3,600
DARRELL BEHNKETRUSTEE
Trustee or director
2$3,600
JO E HANDELSMANTRUSTEE
Trustee or director
2$3,600
MARCIA M ANDERSONTRUSTEE
Trustee or director
2$2,700
PATRICIA LIPTONTRUSTEE
Trustee or director
2$1,500
990 for the year ended March 31, 2023: 8 people
NameTitleHours / weekCompensation
ROBERT R STROUDSECRETARY
Officer
2$5,000
GEORGE E AUSTINCHAIRMAN
Trustee or director, Officer
2$3,600
SUSAN R STEINGASSTRUSTEE
Trustee or director
2$3,600
MARK D BUGHERTRUSTEE
Trustee or director
2$3,600
PATRICIA LIPTONTRUSTEE
Trustee or director
2$3,600
JUDITH E KIMBLETRUSTEE
Trustee or director
2$3,600
DARRELL BEHNKETRUSTEE
Trustee or director
2$3,600
JO E HANDELSMANTRUSTEE
Trustee or director
2$3,600

Address and contacts

Address (IRS master file)
602 PLEASANT OAK DR STE F, OREGON, WI 53575-3282
In care of
% SANDRA SCHACKELFORD
Principal officer (990 for 2024)
ROBERT R STROUD, 602 PLEASANT OAK DRIVE SUITE F, OREGON, WI 53575
Signed the 990
ROBERT R STROUD, SECRETARY
Phone
(608) 835-2000
Return prepared by
SVA CERTIFIED PUBLIC ACCTS SC

Mission

SUPPORT FOR FACULTY, STUDENTS AND ARTS AT UW-MADISON (PRIMARILY) AND UW-MILWAUKEE (SECONDARILY).

990 for the year ended March 31, 2025

Program accomplishments

  • THE TRUST IS OPERATED FOR THE BENEFIT OF UW-MADISON AND UW-MILWAUKEE. THE PRINCIPAL PURPOSE OF THE TRUST IS TO PROVIDE PROFESSORSHIPS, SCHOLARSHIPS AND FELLOWSHIPS, AND TO FUND CAPITAL PROJECTS.
    Expenses $6,542,602 · grants $6,542,602

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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
39-0678406
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
1963
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$135,625,226
Income (IRS master file)
$45,774,714

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$8,747,937$7,191,577$135,625,226XML
990March 2024$10,020,110$6,651,621$136,408,328XML
990March 2023$8,985,265$9,704,855$133,039,839XML
990March 2022$14,905,447$11,481,248$133,759,429IRS
990March 2021–––IRS
990-TMarch 2021–––IRS
990March 2020–––IRS
990March 2019–––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 39-0678406).

Questions about WILLIAM F VILAS ESTATE

What is the EIN of WILLIAM F VILAS ESTATE?
The employer identification number (EIN) of WILLIAM F VILAS ESTATE is 39-0678406.
Is WILLIAM F VILAS ESTATE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
Are donations to WILLIAM F VILAS ESTATE tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does WILLIAM F VILAS ESTATE 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 WILLIAM F VILAS ESTATE due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WILLIAM F VILAS ESTATE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of WILLIAM F VILAS ESTATE?
The 990 for the year ended March 31, 2025 names ROBERT R STROUD.
Who are the officers and directors of WILLIAM F VILAS ESTATE?
The 990 for the year ended March 31, 2025 lists 9 people; 9 received compensation from the organization, the highest $11,000 (ROBERT R STROUD, SECRETARY).
How much revenue does WILLIAM F VILAS ESTATE have?
On its 990 for the year ended March 31, 2025 it reported revenue of $8,747,937, expenses of $7,191,577 and total assets of $135,625,226 at year end.

Other nonprofits in OREGON

All nonprofits in OREGON · Wisconsin