Nonprofit · EIN 39-1513069
ST GEORGE CHAPEL FUND FOUNDATION
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $23,405 | $1,565 | $21,840 | $269,988 | $0 | $269,988 |
| December 31, 2023 | 990-PF | $22,218 | $1,565 | $20,653 | $271,129 | $0 | $271,129 |
| December 31, 2022 | 990-PF | $21,893 | $37,902 | -$16,009 | $309,206 | $0 | $309,206 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $23,159
- Interest
- $246
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $1,565
- Excise tax on investment income
- $323
Balance sheet and other
- Total assets, start of year
- $271,129
- Total assets, end of year
- $269,988
- Total liabilities, end of year
- $0
- Net assets, end of year
- $269,988
- Fair market value of assets
- $863,474
- Qualifying distributions
- $1,565
- Net investment income
- $23,405
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 |
|---|---|---|---|
| Lindsey Burghardt 735 N Water Street 731, Milwaukee, WI 53202 | Succ Co Trustee | 0 | $0 |
| Helen Ludwig 10150 W National Ave Suite 390, West Allis, WI 53227 | Succ Co Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lindsey Burghardt 735 N Water Street 731, Milwaukee, WI 53202 | Succ Co Trustee | 0 | $0 |
| Helen Ludwig 10150 W National Ave Suite 390, West Allis, WI 53227 | Succ Co Trustee | 0 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Lindsey Burghardt 735 N Water Street 731, Milwaukee, WI 53202 | Succ Co Trustee | 0 | $0 |
| Helen Ludwig 10150 W National Ave Suite 390, West Allis, WI 53227 | Succ Co Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 735 N WATER ST STE 731, MILWAUKEE, WI 53202-4104
- In care of
- % LINDSEY BURGHARDT
- Signed the 990-PF
- LINDSEY BURGHARDT, Succ Co Trustee
- Phone
- (414) 273-5551
- Return prepared by
- Taylor Tax Service LLC
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
- 39-1513069
- 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
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $269,988
- Income (IRS master file)
- $23,405
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $23,405 | $1,565 | $269,988 | XML |
| 990-PF | December 2023 | $22,218 | $1,565 | $271,129 | XML |
| 990-PF | December 2022 | $21,893 | $37,902 | $309,206 | XML |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 39-1513069).
Questions about ST GEORGE CHAPEL FUND FOUNDATION
- What is the EIN of ST GEORGE CHAPEL FUND FOUNDATION?
- The employer identification number (EIN) of ST GEORGE CHAPEL FUND FOUNDATION is 39-1513069.
- Is ST GEORGE CHAPEL FUND FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to ST GEORGE CHAPEL FUND FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ST GEORGE CHAPEL FUND FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ST GEORGE CHAPEL FUND FOUNDATION 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 ST GEORGE CHAPEL FUND FOUNDATION 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 ST GEORGE CHAPEL FUND FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ST GEORGE CHAPEL FUND FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $23,405, expenses of $1,565 and total assets of $269,988 at year end.
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