Nonprofit · EIN 39-0789525
JACKSON FOUNDATION
Tax-exempt · MADISON, WI 53719
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $40,260 | $82,993 | -$42,733 | $1,115,005 | $7,000 | $1,108,005 |
| November 30, 2024 | 990-PF | $37,250 | $56,616 | -$19,366 | $1,104,074 | $0 | $1,104,074 |
| November 30, 2023 | 990-PF | $30,033 | $58,407 | -$28,374 | $1,012,235 | $4 | $1,012,231 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $33,872
- Interest
- $6,107
- Net gain from sales of assets
- $281
Expenses
- Grants and similar amounts paid
- $45,250
- Compensation of officers, directors and key employees
- $11,000
- Disbursements for charitable purposes
- $79,175
- Excise tax on investment income
- $514
Balance sheet and other
- Total assets, start of year
- $1,104,074
- Total assets, end of year
- $1,115,005
- Total liabilities, end of year
- $7,000
- Net assets, end of year
- $1,108,005
- Qualifying distributions
- $79,175
- Net investment income
- $40,260
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUSAN LEPINSKI MD 7776 WESTMANY WAY, MIDDLETON, WI 53562 | President | 0 | $5,500 |
| WILLIAM J HISGEN MD 1327 WALDORF BLVD, MADISON, WI 53705 | Treasurer | 0 | $5,500 |
| JOHN SCHILLING MD 5005 CYR ROAD, MIDDLETON, WI 53562 | Vice President | 0 | $0 |
| E WAYNE GROGAN MD 1102 DARTMOUTH ROAD, MADISON, WI 53705 | Director | 0 | $0 |
| DAVID RINGDAUL MD 4402 FOX BLUFF ROAD, MIDDLETON, WI 53562 | Director | 0 | $0 |
| JOHN D WEGENKE MD 2161 MIDDLETON BEACH ROAD, MIDDLETON, WI 53562 | Director | 0 | $0 |
| RONALD A ZEROFSKY MD 7218 COLONY DRIVE, MADISON, WI 53717 | Director | 0 | $0 |
990-PF for the year ended November 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY SIEVERS 8251 COMMUNITY ROAD, BELLEVILLE, WI 53508 | Executive Dir. | 3 | $5,500 |
| SUSAN LEPINSKI MD 7776 WESTMANY WAY, MIDDLETON, WI 53562 | President | 0 | $0 |
| JOHN SCHILLING MD 5005 CYR ROAD, MIDDLETON, WI 53562 | Vice President | 0 | $0 |
| WILLIAM J HISGEN MD 1327 WALDORF BLVD, MADISON, WI 53705 | Treasurer | 0 | $0 |
| E WAYNE GROGAN MD 1102 DARTMOUTH ROAD, MADISON, WI 53705 | Director | 0 | $0 |
| DAVID RINGDAUL MD 4402 FOX BLUFF ROAD, MIDDLETON, WI 53562 | Director | 0 | $0 |
| JOHN D WEGENKE MD 2161 MIDDLETON BEACH ROAD, MIDDLETON, WI 53562 | Director | 0 | $0 |
| RONALD A ZEROFSKY MD 7218 COLONY DRIVE, MADISON, WI 53717 | Director | 0 | $0 |
990-PF for the year ended November 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARRY SIEVERS 8251 COMMUNITY ROAD, BELLEVILLE, WI 53508 | Executive Dir. | 3 | $11,000 |
| SUSAN LEPINSKI MD 7776 WESTMANY WAY, MIDDLETON, WI 53562 | President | 0 | $0 |
| JOHN SCHILLING MD 5005 CYR ROAD, MIDDLETON, WI 53562 | Vice President | 0 | $0 |
| WILLIAM J HISGEN MD 1327 WALDORF BLVD, MADISON, WI 53705 | Treasurer | 0 | $0 |
| E WAYNE GROGAN MD 1102 DARTMOUTH ROAD, MADISON, WI 53705 | Director | 0 | $0 |
| DAVID RINGDAUL MD 4402 FOX BLUFF ROAD, MIDDLETON, WI 53562 | Director | 0 | $0 |
| JOHN D WEGENKE MD 2161 MIDDLETON BEACH ROAD, MIDDLETON, WI 53562 | Director | 0 | $0 |
| RONALD A ZEROFSKY MD 7218 COLONY DRIVE, MADISON, WI 53717 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1327 WALDORF BLVD, MADISON, WI 53719-4455
- In care of
- % BARRY SIEVERS
- Signed the 990-PF
- WILLIAM J HISGEN MD, Treasurer
- Phone
- (608) 497-0129
- Return prepared by
- Sorge CPA & Business Advisors 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-0789525
- 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
- 1950
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,115,005
- Income (IRS master file)
- $40,260
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $40,260 | $82,993 | $1,115,005 | XML |
| 990-PF | November 2024 | $37,250 | $56,616 | $1,104,074 | XML |
| 990-PF | November 2023 | $30,033 | $58,407 | $1,012,235 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 39-0789525).
Questions about JACKSON FOUNDATION
- What is the EIN of JACKSON FOUNDATION?
- The employer identification number (EIN) of JACKSON FOUNDATION is 39-0789525.
- Is JACKSON FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1950.
- Are donations to JACKSON FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACKSON FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACKSON FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JACKSON FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of JACKSON FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $5,500 (SUSAN LEPINSKI MD, President).
- How much revenue does JACKSON FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $40,260, expenses of $82,993 and total assets of $1,115,005 at year end.
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