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Nonprofit · EIN 39-1454519

HOFFMAN YORK FOUNDATION LTD

Tax-exempt · MILWAUKEE, WI 53202

Financials

$15$3K2022$351$9K2023$840$2K2024
Revenue Expenses · by fiscal year end
Financials of HOFFMAN YORK FOUNDATION LTD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$840$1,785-$945$37,683$0$37,683
September 30, 2024990-PF$351$8,790-$8,439$38,628$0$38,628
September 30, 2023990-PF$15$3,444-$3,429$47,067$0$47,067
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Interest
$840

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$945

Balance sheet and other

Total assets, start of year
$38,628
Total assets, end of year
$37,683
Total liabilities, end of year
$0
Net assets, end of year
$37,683
Fair market value of assets
$37,683
Qualifying distributions
$945
Net investment income
$840

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
EMILY DOLD
200 N WATER STREET, MILWAUKEE, WI 53202
PRESIDENT & TREASURER0.5$0
MARLAINA QUINTANA
200 N WATER STREET, MILWAUKEE, WI 53202
SECRETARY0.5$0
MIKE ROE
200 N WATER STREET, MILWAUKEE, WI 53202
VICE PRESIDENT0.5$0
990-PF for the year ended September 30, 2024: 6 people
NameTitleHours / weekCompensation
SAMANTHA GALLERT
200 N WATER STREET, MILWAUKEE, WI 53202
OUTGOING DIRECTOR0.5$0
DAVE BROWN
200 N WATER STREET, MILWAUKEE, WI 53202
OUTGOING DIRECTOR0.5$0
SHARON BOELDT
200 N WATER STREET, MILWAUKEE, WI 53202
OUTGOING DIRECTOR0.5$0
EMILY DOLD
200 N WATER STREET, MILWAUKEE, WI 53202
PRESIDENT & TREASURER0.5$0
MARLAINA QUINTANA
200 N WATER STREET, MILWAUKEE, WI 53202
SECRETARY0.5$0
MIKE ROE
200 N WATER STREET, MILWAUKEE, WI 53202
VICE PRESIDENT0.5$0
990-PF for the year ended September 30, 2023: 3 people
NameTitleHours / weekCompensation
SAMANTHA GALLERT
200 N WATER STREET, MILWAUKEE, WI 53202
DIRECTOR0.5$0
DAVE BROWN
200 N WATER STREET, MILWAUKEE, WI 53202
DIRECTOR0.5$0
SHARON BOELDT
200 N WATER STREET, MILWAUKEE, WI 53202
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
200 N WATER ST, MILWAUKEE, WI 53202-5708
Signed the 990-PF
EMILY DOLD, DIRECTOR
Phone
(414) 289-9700
Return prepared by
BAKER TILLY ADVISORY GROUP LP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
39-1454519
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
1984
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$37,683
Income (IRS master file)
$840

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$840$1,785$37,683XML
990-PFSeptember 2024$351$8,790$38,628XML
990-PFSeptember 2023$15$3,444$47,067XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2018–––IRS
990-PFSeptember 2017–––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 39-1454519).

Questions about HOFFMAN YORK FOUNDATION LTD

What is the EIN of HOFFMAN YORK FOUNDATION LTD?
The employer identification number (EIN) of HOFFMAN YORK FOUNDATION LTD is 39-1454519.
Is HOFFMAN YORK FOUNDATION LTD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
Are donations to HOFFMAN YORK FOUNDATION LTD tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HOFFMAN YORK FOUNDATION LTD file?
Form 990-PF. Private foundations file every year.
When is the next return of HOFFMAN YORK FOUNDATION LTD due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HOFFMAN YORK FOUNDATION LTD last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of HOFFMAN YORK FOUNDATION LTD?
The 990-PF for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does HOFFMAN YORK FOUNDATION LTD have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $840, expenses of $1,785 and total assets of $37,683 at year end.

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