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Nonprofit · EIN 39-1558684

THOMAS A PLEIN FOUNDATION LTD

Tax-exempt · APPLETON, WI 54915

Financials

$462K$525K2023$3.4M$626K2024$538K$1.1M2025
Revenue Expenses · by fiscal year end
Financials of THOMAS A PLEIN FOUNDATION LTD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$537,532$1,068,826-$531,294$8,211,401$0$8,211,401
December 31, 2024990-PF$3,419,711$626,061$2,793,650$8,742,695$0$8,742,695
December 31, 2023990-PF$461,659$525,027-$63,368$5,949,045$0$5,949,045
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$268,033
Net gain from sales of assets
$269,499

Expenses

Grants and similar amounts paid
$866,750
Compensation of officers, directors and key employees
$40,000
Disbursements for charitable purposes
$866,750
Excise tax on investment income
$7,472

Balance sheet and other

Total assets, start of year
$8,742,695
Total assets, end of year
$8,211,401
Total liabilities, end of year
$0
Net assets, end of year
$8,211,401
Fair market value of assets
$9,972,916
Qualifying distributions
$866,750
Net investment income
$537,532

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
H MATTHEW FRAZIER
1010 INDUSTRIAL RD 90, BOULDER CITY, NV 89005
PRESIDENT3$12,500
JASON W KETTER
40 OVERLOOK DRIVE, READING, PA 19606
EXECUTIVE VICE PRESIDENT0.5$12,500
CATHLEEN MORAITES
2134 MOUNTAIN ASH WAY, NEW PORT RICHEY, FL 34655
DIRECTOR0.25$5,000
SUSAN NOVAK-TIBBET
6659 SOUTH PARKEDGE CIRCLE, FRANKLIN, WI 53132
DIRECTOR0.25$5,000
GREGORY BENDER
W142 N10705 WOODEN HILLS DR, GERMANTOWN, WI 53022
DIRECTOR0.25$5,000
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
H MATTHEW FRAZIER
2261 MARLBORO DRIVE, HENDERSON, NV 89014
PRESIDENT3$12,500
JASON W KETTER
40 OVERLOOK DRIVE, READING, PA 19606
EXECUTIVE VICE PRESIDENT0.5$12,500
CATHLEEN MORAITES
2134 MOUNTAIN ASH WAY, NEW PORT RICHEY, FL 34655
DIRECTOR0.25$5,000
SUSAN NOVAK-TIBBET
6659 SOUTH PARKEDGE CIRCLE, FRANKLIN, WI 53132
DIRECTOR0.25$5,000
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
H MATTHEW FRAZIER
2261 MARLBORO DRIVE, HENDERSON, NV 89014
PRESIDENT3$15,500
JASON W KETTER
40 OVERLOOK DRIVE, READING, PA 19606
EXECUTIVE VICE PRESIDENT0.5$15,500
KATHLEEN PLEIN
20582 NW 252ND STREET, HIGH SPRINGS, FL 32643
DIRECTOR0.25$8,000
SUSAN NOVAK-TIBBET
6659 SOUTH PARKEDGE CIRCLE, FRANKLIN, WI 53132
DIRECTOR0.25$8,000
CATHLEEN MORAITES
2134 MOUNTAIN ASH WAY, NEW PORT RICHEY, FL 34655
DIRECTOR0.25$5,000

Address and contacts

Address (IRS master file)
N260 STONEY BROOK RD, APPLETON, WI 54915-9444
Signed the 990-PF
H MATTHEW FRAIZER, PRESIDENT
Phone
(702) 492-1177
Return prepared by
STEVE HOLLMANN SC CPA

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-1558684
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
1987
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$8,211,401
Income (IRS master file)
$2,203,787

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$537,532$1,068,826$8,211,401IRS
990-PFDecember 2024$3,419,711$626,061$8,742,695IRS
990-PFDecember 2023$461,659$525,027$5,949,045XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 39-1558684).

Questions about THOMAS A PLEIN FOUNDATION LTD

What is the EIN of THOMAS A PLEIN FOUNDATION LTD?
The employer identification number (EIN) of THOMAS A PLEIN FOUNDATION LTD is 39-1558684.
Is THOMAS A PLEIN FOUNDATION LTD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
Are donations to THOMAS A PLEIN FOUNDATION LTD tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS A PLEIN FOUNDATION LTD file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS A PLEIN FOUNDATION LTD due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THOMAS A PLEIN FOUNDATION LTD last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THOMAS A PLEIN FOUNDATION LTD?
The 990-PF for the year ended December 31, 2025 lists 5 people; 5 received compensation from the organization, the highest $12,500 (H MATTHEW FRAZIER, PRESIDENT).
How much revenue does THOMAS A PLEIN FOUNDATION LTD have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $537,532, expenses of $1,068,826 and total assets of $8,211,401 at year end.

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