Nonprofit · EIN 39-1582385
KELLER FAMILY CHARITABLE TRUST
Tax-exempt · MADISON, WI 53703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $234,468 | $382,482 | -$148,014 | $476,350 | $0 | $476,350 |
| December 31, 2023 | 990-PF | $26,747 | $71,294 | -$44,547 | $624,364 | $0 | $624,364 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $100,000
- Dividends
- $17,337
- Net gain from sales of assets
- $117,131
Expenses
- Grants and similar amounts paid
- $373,680
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $374,565
- Excise tax on investment income
- $1,737
Balance sheet and other
- Total assets, start of year
- $624,364
- Total assets, end of year
- $476,350
- Total liabilities, end of year
- $0
- Net assets, end of year
- $476,350
- Fair market value of assets
- $702,279
- Qualifying distributions
- $374,565
- Net investment income
- $132,433
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 |
|---|---|---|---|
| ROBERT H KELLER 448 W WASHINGTON AVE, MADISON, WI 537032729 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT H KELLER 448 W WASHINGTON AVE, MADISON, WI 537032729 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 448 W WASHINGTON AVE, MADISON, WI 53703-2731
- Signed the 990-PF
- ROBERT H KELLER, TRUSTEE
- Phone
- (608) 255-6787
- Return prepared by
- WEGNER CPAS 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
- 39-1582385
- 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)
- $476,350
- Income (IRS master file)
- $517,163
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $234,468 | $382,482 | $476,350 | XML |
| 990-PF | December 2023 | $26,747 | $71,294 | $624,364 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | 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 39-1582385).
Questions about KELLER FAMILY CHARITABLE TRUST
- What is the EIN of KELLER FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of KELLER FAMILY CHARITABLE TRUST is 39-1582385.
- Is KELLER FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to KELLER FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KELLER FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KELLER FAMILY CHARITABLE TRUST 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 KELLER FAMILY CHARITABLE TRUST 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 KELLER FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does KELLER FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $234,468, expenses of $382,482 and total assets of $476,350 at year end.
Other nonprofits in MADISON
- UNIVERSITY OF WISCONSIN FOUNDATION EIN 39-0743975 · last filed 990 for 2025
- MERITER HOSPITAL INC EIN 39-0806367 · last filed 990 for 2024
- GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WI EIN 39-1199466 · last filed 990 for 2024
- WISCONSIN COUNTIES ASSOCIATION GROUP HEALTH TR EIN 39-1692308 · last filed 990 for 2024
- WISCONSIN ALUMNI RESEARCH FOUNDATION EIN 39-0833612 · last filed 990 for 2025
- ASCENDIUM EDUCATION SOLUTIONS INC EIN 39-1853833 · last filed 990 for 2025
- TELEPHONE AND DATA SYSTEMS INC EMPLOYEES BENEFIT TRUST EIN 36-3930160 · last filed 990 for 2024
- ASCENDIUM EDUCATION GROUP INC EIN 39-1090394 · last filed 990 for 2025