Nonprofit · EIN 39-1572825
HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST
Tax-exempt · SHEBOYGAN, WI 53083
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,607 | $10,333 | -$5,726 | $89,898 | $0 | $89,898 |
| December 31, 2024 | 990-PF | $13,781 | $8,453 | $5,328 | $93,021 | $0 | $93,021 |
| December 31, 2023 | 990-PF | -$23,343 | $8,660 | -$32,003 | $72,778 | $0 | $72,778 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,929
- Net gain from sales of assets
- -$1,322
Expenses
- Grants and similar amounts paid
- $9,500
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $10,333
- Excise tax on investment income
- $71
Balance sheet and other
- Total assets, start of year
- $93,021
- Total assets, end of year
- $89,898
- Total liabilities, end of year
- $0
- Net assets, end of year
- $89,898
- Fair market value of assets
- $104,716
- Qualifying distributions
- $10,333
- Net investment income
- $5,929
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL WERNER 2808 LAKESHORE DR, SHEBOYGAN, WI 53081 | TRUSTEE | 0 | $0 |
| JOHN WERNER 2724 N 40TH ST, SHEBOYGAN, WI 53083 | TRUSTEE | 0 | $0 |
| THOMAS WERNER N6707 LAFERME RD, PLYMOUTH, WI 53073 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL WERNER 2808 LAKESHORE DR, SHEBOYGAN, WI 53081 | TRUSTEE | 0 | $0 |
| JOHN WERNER 2724 N 40TH ST, SHEBOYGAN, WI 53083 | TRUSTEE | 0 | $0 |
| THOMAS WERNER N6707 LAFERME RD, PLYMOUTH, WI 53073 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL WERNER 2808 LAKESHORE DR, SHEBOYGAN, WI 53081 | TRUSTEE | 0 | $0 |
| JOHN WERNER 2720 N 40TH ST, SHEBOYGAN, WI 53083 | TRUSTEE | 0 | $0 |
| THOMAS WERNER N6707 LAFERME RD, PLYMOUTH, WI 53073 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2724 N 40TH ST, SHEBOYGAN, WI 53083-3513
- In care of
- % JOHN M WERNER
- Signed the 990-PF
- John Werner, Trustee
- Phone
- (920) 889-5961
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 | 990-PF 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
- 39-1572825
- 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
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $89,898
- Income (IRS master file)
- $24,020
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,607 | $10,333 | $89,898 | XML |
| 990-PF | December 2024 | $13,781 | $8,453 | $93,021 | XML |
| 990-PF | December 2023 | -$23,343 | $8,660 | $72,778 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 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 39-1572825).
Questions about HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST
- What is the EIN of HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST?
- The employer identification number (EIN) of HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST is 39-1572825.
- Is HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST 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 HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST 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 HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does HELEN V WERNER AND JOHN M WERNER CHARITABLE FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,607, expenses of $10,333 and total assets of $89,898 at year end.
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