Nonprofit · EIN 39-1486363
CHARTER MANUFACTURING COMPANY FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,983,920 | $1,445,554 | $2,538,366 | $20,010,331 | $0 | $20,010,331 |
| December 31, 2023 | 990-PF | $3,096,662 | $1,888,268 | $1,208,394 | $17,471,965 | $0 | $17,471,965 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,500,000
- Dividends
- $535,205
- Interest
- $20,833
- Net gain from sales of assets
- $932,425
- Other income
- -$4,543
Expenses
- Grants and similar amounts paid
- $1,410,250
- Disbursements for charitable purposes
- $1,414,100
- Excise tax on investment income
- $20,314
Balance sheet and other
- Total assets, start of year
- $17,471,965
- Total assets, end of year
- $20,010,331
- Total liabilities, end of year
- $0
- Net assets, end of year
- $20,010,331
- Fair market value of assets
- $22,833,234
- Qualifying distributions
- $1,414,100
- Net investment income
- $1,483,920
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA T MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 530920217 | PRESIDENT/DIR | 2 | $0 |
| JOHN A MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 530920217 | VP/TREAS/DIR | 0 | $0 |
| NATHAN R MATHEWS 411 EAST WISCONSIN AVE 2400, MILWAUKEE, WI 532024428 | SECRETARY/DIR | 0 | $0 |
| CHARLES A MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 530920217 | DIRECTOR | 0 | $0 |
| JOHN W MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 530920217 | DIRECTOR | 0 | $0 |
| KATHLEEN J MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 53092 | Director | 0 | $0 |
| R JAN PIROZZOLO-MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 53092 | Director | 0 | $0 |
990-PF for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA T MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 530920217 | PRESIDENT/DIR | 2 | $0 |
| JOHN A MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 530920217 | VP/TREAS/DIR | 0 | $0 |
| NATHAN R MATHEWS 411 EAST WISCONSIN AVE 2400, MILWAUKEE, WI 532024428 | SECRETARY/DIR | 0 | $0 |
| CHARLES A MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 530920217 | DIRECTOR | 0 | $0 |
| JOHN W MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 530920217 | DIRECTOR | 0 | $0 |
| KATHLEEN J MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 53092 | Director | 0 | $0 |
| R JAN PIROZZOLO-MELLOWES 1212 W GLEN OAKS LANE, MEQUON, WI 53092 | Director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 411 E WISCONSIN AVE STE 2400, MILWAUKEE, WI 53202-4428
- In care of
- % QUARLES AND BRADY
- Signed the 990-PF
- NATHAN R MATHEWS, SECRETARY/DIR
- Phone
- (414) 277-5000
- Return prepared by
- Quarles & Brady 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 | Not 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
- 39-1486363
- 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
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $20,010,331
- Income (IRS master file)
- $4,774,577
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,983,920 | $1,445,554 | $20,010,331 | XML |
| 990-PF | December 2023 | $3,096,662 | $1,888,268 | $17,471,965 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | 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 39-1486363).
Questions about CHARTER MANUFACTURING COMPANY FOUNDATION INC
- What is the EIN of CHARTER MANUFACTURING COMPANY FOUNDATION INC?
- The employer identification number (EIN) of CHARTER MANUFACTURING COMPANY FOUNDATION INC is 39-1486363.
- Is CHARTER MANUFACTURING COMPANY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to CHARTER MANUFACTURING COMPANY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CHARTER MANUFACTURING COMPANY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CHARTER MANUFACTURING COMPANY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CHARTER MANUFACTURING COMPANY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CHARTER MANUFACTURING COMPANY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does CHARTER MANUFACTURING COMPANY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,983,920, expenses of $1,445,554 and total assets of $20,010,331 at year end.
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