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Nonprofit · EIN 39-1597843

NATIONAL EXCH BANK FOUNDATION INC

Tax-exempt · FOND DU LAC, WI 54935

Financials

$7.7M$2.7M2023$661K$2.5M2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL EXCH BANK FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$660,705$2,537,035-$1,876,330$20,279,100$0$20,279,100
December 31, 2023990-PF$7,714,956$2,734,277$4,980,679$22,155,430$0$22,155,430
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$175,679
Interest
$484,367
Other income
$659

Expenses

Grants and similar amounts paid
$2,477,570
Disbursements for charitable purposes
$2,477,570
Excise tax on investment income
$8,460

Balance sheet and other

Total assets, start of year
$22,155,430
Total assets, end of year
$20,279,100
Total liabilities, end of year
$0
Net assets, end of year
$20,279,100
Fair market value of assets
$64,642,401
Qualifying distributions
$2,477,570
Net investment income
$660,705

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.

NameTitleHours / weekCompensation
PETER STONE
W2845 PRESERVE LN, EDEN, WI 53019
DIRECTOR, PR0$0
BARBARA S STONE
W2845 PRESERVE LN, EDEN, WI 53019
DIRECTOR0$0
S ADAM STONE
N7159 WINNEBAGO DR, FOND DU LAC, WI 54935
DIRECTOR, TR0$0
ERIC P STONE
N7224 WINNEBAGO DR, FOND DU LAC, WI 54935
DIRECTOR, VI0$0
JAMES R CHATTERTON
W7153 ROGERSVILLE RD, FOND DU LAC, WI 54937
DIRECTOR0$0
ISAAC MUELLER
1201 CARRIAGE CIRCLE, FOND DU LAC, WI 54935
DIRECTOR, SE0$0
NICOLE WIESE
473 MARY LEE DRIVE, FOND DU LAC, WI 54935
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
PETER STONE
W2845 PRESERVE LN, EDEN, WI 53019
DIRECTOR, PR1$0
BARBARA S STONE
W2845 PRESERVE LN, EDEN, WI 53019
DIRECTOR1$0
S ADAM STONE
N7159 WINNEBAGO DR, FOND DU LAC, WI 54935
DIRECTOR, TR1$0
ERIC P STONE
N7224 WINNEBAGO DR, FOND DU LAC, WI 54935
DIRECTOR, VI1$0
JAMES R CHATTERTON
W7153 ROGERSVILLE RD, FOND DU LAC, WI 54937
DIRECTOR1$0
ISAAC MUELLER
1201 CARRIAGE CIRCLE, FOND DU LAC, WI 54935
DIRECTOR, SE1$0
NICOLE WIESE
473 MARY LEE DRIVE, FOND DU LAC, WI 54935
DIRECTOR1$0

Address and contacts

Address (IRS master file)
130 S MAIN ST, FOND DU LAC, WI 54935-4210
In care of
% NATIONAL EXCHAGE BK & TRUST DEPT
Signed the 990-PF
ISAAC MUELLER, DIRECTOR, SECRETARY
Phone
(920) 921-7700
Return prepared by
ERICKSON & ASSOCIATES 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 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-1597843
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)
$20,279,100
Income (IRS master file)
$660,705

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$660,705$2,537,035$20,279,100XML
990-PFDecember 2023$7,714,956$2,734,277$22,155,430XML
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 39-1597843).

Questions about NATIONAL EXCH BANK FOUNDATION INC

What is the EIN of NATIONAL EXCH BANK FOUNDATION INC?
The employer identification number (EIN) of NATIONAL EXCH BANK FOUNDATION INC is 39-1597843.
Is NATIONAL EXCH BANK FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
Are donations to NATIONAL EXCH BANK FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does NATIONAL EXCH BANK FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of NATIONAL EXCH BANK FOUNDATION INC 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 NATIONAL EXCH BANK FOUNDATION INC 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 NATIONAL EXCH BANK FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does NATIONAL EXCH BANK FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $660,705, expenses of $2,537,035 and total assets of $20,279,100 at year end.

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