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Nonprofit · EIN 39-1501333

EDWARD J OKRAY FOUNDATION INC

Tax-exempt · PLOVER, WI 54467

Financials

$331K$305K2023$473K$334K2024
Revenue Expenses · by fiscal year end
Financials of EDWARD J OKRAY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$473,167$333,982$139,185$5,470,661$0$5,470,661
September 30, 2024990-PF$331,014$304,612$26,402$5,331,476$0$5,331,476
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$325,624
Net gain from sales of assets
$147,543

Expenses

Grants and similar amounts paid
$285,000
Compensation of officers, directors and key employees
$17,000
Disbursements for charitable purposes
$290,000
Excise tax on investment income
$5,966

Balance sheet and other

Total assets, start of year
$5,331,476
Total assets, end of year
$5,470,661
Total liabilities, end of year
$0
Net assets, end of year
$5,470,661
Fair market value of assets
$6,518,763
Qualifying distributions
$290,000
Net investment income
$473,167

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
CAROL OKRAY
3001 RIVER DR, PLOVER, WI 54467
President2$9,000
MICHAEL J FINNESSY
2311 RAINBOW DR, PLOVER, WI 54467
Vice President1$4,000
RICHARD W OKRAY
3001 RIVER DR, PLOVER, WI 54467
Secretary1$4,000
990-PF for the year ended September 30, 2024: 3 people
NameTitleHours / weekCompensation
CAROL OKRAY
3001 RIVER DR, PLOVER, WI 54467
President2$4,500
MICHAEL J FINNESSY
2311 RAINBOW DR, PLOVER, WI 54467
Vice President1$2,000
RICHARD W OKRAY
3001 RIVER DR, PLOVER, WI 54467
Secretary1$2,000

Address and contacts

Address (IRS master file)
PO BOX 489, PLOVER, WI 54467-0489
Signed the 990-PF
CAROL OKRAY, President
Phone
(715) 344-2526
Return prepared by
CHEREK PUCCI & QUICK 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 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
39-1501333
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
1985
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$5,470,661
Income (IRS master file)
$966,604

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$473,167$333,982$5,470,661XML
990-PFSeptember 2024$331,014$304,612$5,331,476XML
990-PFSeptember 2023$279,512$336,443$5,305,074IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 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 39-1501333).

Questions about EDWARD J OKRAY FOUNDATION INC

What is the EIN of EDWARD J OKRAY FOUNDATION INC?
The employer identification number (EIN) of EDWARD J OKRAY FOUNDATION INC is 39-1501333.
Is EDWARD J OKRAY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to EDWARD J OKRAY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does EDWARD J OKRAY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of EDWARD J OKRAY FOUNDATION INC 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 EDWARD J OKRAY FOUNDATION INC 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 EDWARD J OKRAY FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $9,000 (CAROL OKRAY, President).
How much revenue does EDWARD J OKRAY FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $473,167, expenses of $333,982 and total assets of $5,470,661 at year end.

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