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Nonprofit · EIN 39-0806178

EDWARD AND HANNAH M RUTLEDGE CHARITIES INC

Tax-exempt · CHIPPEWA FLS, WI 54729

Financials

$2.5M$1.4M2023$1.9M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of EDWARD AND HANNAH M RUTLEDGE CHARITIES INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990-PF$1,918,634$1,432,601$486,033$22,488,475$0$22,488,475
May 31, 2024990-PF$2,494,637$1,362,904$1,131,733$22,002,442$0$22,002,442
Financial details: 990-PF for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$1,114
Dividends
$1,214,790
Interest
$136,068
Net gain from sales of assets
$516,662
Other income
$50,000

Expenses

Grants and similar amounts paid
$1,007,147
Compensation of officers, directors and key employees
$214,557
Salaries, compensation and benefits (total)
$34,729
Disbursements for charitable purposes
$1,282,540
Excise tax on investment income
$25,378

Balance sheet and other

Total assets, start of year
$22,002,442
Total assets, end of year
$22,488,475
Total liabilities, end of year
$0
Net assets, end of year
$22,488,475
Fair market value of assets
$29,420,271
Qualifying distributions
$1,282,540
Net investment income
$1,917,520

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JULENE BOWE
404 N BRIDGE ST, CHIPPEWA FALLS, WI 54729
SECRETARY-TREASURER40$118,568
ALYSIA BOWE
404 N BRIDGE ST, CHIPPEWA FALLS, WI 54729
ASSISTANT SECRETARY24$48,239
THOMAS LEINENKUGEL
404 N BRIDGE ST, CHIPPEWA FALLS, WI 54729
PRESIDENT6.25$23,875
GERALD JACOBSON
404 N BRIDGE ST, CHIPPEWA FALLS, WI 54729
VICE PRESIDENT6.25$23,875
990-PF for the year ended May 31, 2024: 4 people
NameTitleHours / weekCompensation
JULENE BOWE
404 N BRIDGE ST, CHIPPEWA FALLS, WI 54729
SECRETARY-TREASURER40$113,400
ALYSIA BOWE
404 N BRIDGE ST, CHIPPEWA FALLS, WI 54729
ASSISTANT SECRETARY24$45,074
THOMAS LEINENKUGEL
404 N BRIDGE ST, CHIPPEWA FALLS, WI 54729
PRESIDENT6.25$22,500
GERALD JACOBSON
404 N BRIDGE ST, CHIPPEWA FALLS, WI 54729
VICE PRESIDENT6.25$22,292

Address and contacts

Address (IRS master file)
PO BOX 758, CHIPPEWA FLS, WI 54729-0758
Signed the 990-PF
JULENE BOWE, ASSISTANT SECRETARY
Phone
(715) 723-6618
Return prepared by
WIPFLI 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Check at the IRS
2024May 31, 2025October 15, 2025990-PF on file
2023May 31, 2024October 15, 2024990-PF on file

IRS record

EIN
39-0806178
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
1938
Accounting year ends
May
Files
Form 990-PF
Assets (IRS master file)
$22,658,284
Income (IRS master file)
$6,190,105

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMay 2025$1,918,634$1,432,601$22,488,475XML
990-TMay 2025–––IRS
990-PFMay 2024$2,494,637$1,362,904$22,002,442XML
990-TMay 2024–––IRS
990-PFMay 2023–––IRS
990-TMay 2023–––IRS
990-PFMay 2022–––IRS
990-TMay 2022–––IRS
990-PFMay 2021–––IRS
990-TMay 2021–––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 39-0806178).

Questions about EDWARD AND HANNAH M RUTLEDGE CHARITIES INC

What is the EIN of EDWARD AND HANNAH M RUTLEDGE CHARITIES INC?
The employer identification number (EIN) of EDWARD AND HANNAH M RUTLEDGE CHARITIES INC is 39-0806178.
Is EDWARD AND HANNAH M RUTLEDGE CHARITIES INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1938.
Are donations to EDWARD AND HANNAH M RUTLEDGE CHARITIES INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDWARD AND HANNAH M RUTLEDGE CHARITIES INC file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWARD AND HANNAH M RUTLEDGE CHARITIES INC due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EDWARD AND HANNAH M RUTLEDGE CHARITIES INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended May 2025.
Who are the officers and directors of EDWARD AND HANNAH M RUTLEDGE CHARITIES INC?
The 990-PF for the year ended May 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $118,568 (JULENE BOWE, SECRETARY-TREASURER).
How much revenue does EDWARD AND HANNAH M RUTLEDGE CHARITIES INC have?
On its 990-PF for the year ended May 31, 2025 it reported revenue of $1,918,634, expenses of $1,432,601 and total assets of $22,488,475 at year end.

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