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Nonprofit · EIN 39-1624154

GELATT-GEPHART FOUNDATION INC

Tax-exempt · LA CROSSE, WI 54602

Financials

$277K$517K2022$164K$458K2023$211K$467K2024
Revenue Expenses · by fiscal year end
Financials of GELATT-GEPHART FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990-PF$210,592$467,337-$256,745$6,288,203$0$6,288,203
July 31, 2024990-PF$163,530$457,769-$294,239$6,544,948$0$6,544,948
July 31, 2023990-PF$276,797$516,755-$239,958$6,839,187$0$6,839,187
Financial details: 990-PF for the year ended July 31, 2025

Revenue

Dividends
$250,647
Net gain from sales of assets
-$40,055

Expenses

Grants and similar amounts paid
$419,000
Disbursements for charitable purposes
$419,000
Excise tax on investment income
$2,327

Balance sheet and other

Total assets, start of year
$6,544,948
Total assets, end of year
$6,288,203
Total liabilities, end of year
$0
Net assets, end of year
$6,288,203
Fair market value of assets
$8,820,892
Qualifying distributions
$419,000
Net investment income
$215,731

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
SARAH J GEPHART
9601 COLLINS AVE 1510, BAL HARBOUR, FL 331542214
PRES/TREAS/D0$0
BRENT L GEPHART SR
9601 COLLINS AVE 1510, BAL HARBOUR, FL 331542214
VICE-PRES/DI0$0
MARC A LAVOIE
75 HOLLAND ST, LAKEWOOD, CO 80226
SECRETARY/DI0$0
990-PF for the year ended July 31, 2024: 3 people
NameTitleHours / weekCompensation
SARAH J GEPHART
9601 COLLINS AVE 1510, BAL HARBOUR, FL 331542214
PRES/TREAS/D0$0
BRENT L GEPHART SR
9601 COLLINS AVE 1510, BAL HARBOUR, FL 331542214
VICE-PRES/DI0$0
MARC A LAVOIE
75 HOLLAND ST, LAKEWOOD, CO 80226
SECRETARY/DI0$0
990-PF for the year ended July 31, 2023: 3 people
NameTitleHours / weekCompensation
SARAH J GEPHART
9601 COLLINS AVE 1510, BAL HARBOUR, FL 331542214
PRES/TREAS/D0$0
BRENT L GEPHART SR
9601 COLLINS AVE 1510, BAL HARBOUR, FL 331542214
VICE-PRES/DI0$0
MARC A LAVOIE
75 HOLLAND ST, LAKEWOOD, CO 80226
SECRETARY/DI0$0

Address and contacts

Address (IRS master file)
PO BOX 1626, LA CROSSE, WI 54602-1626
Signed the 990-PF
SARAH J GEPHART, PRES/TREAS/DIRECTOR
Phone
(608) 784-5678
Return prepared by
ROZMAN ASSOCIATES PLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990-PF on file
2023July 31, 2024December 16, 2024990-PF on file

IRS record

EIN
39-1624154
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
1989
Accounting year ends
July
Files
Form 990-PF
Assets (IRS master file)
$6,288,203
Income (IRS master file)
$1,168,888

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJuly 2025$210,592$467,337$6,288,203XML
990-PFJuly 2024$163,530$457,769$6,544,948IRS
990-PFJuly 2023$276,797$516,755$6,839,187XML
990-PFJuly 2022–––IRS
990-PFJuly 2021–––IRS
990-PFJuly 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 39-1624154).

Questions about GELATT-GEPHART FOUNDATION INC

What is the EIN of GELATT-GEPHART FOUNDATION INC?
The employer identification number (EIN) of GELATT-GEPHART FOUNDATION INC is 39-1624154.
Is GELATT-GEPHART FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to GELATT-GEPHART FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GELATT-GEPHART FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of GELATT-GEPHART FOUNDATION INC due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GELATT-GEPHART FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended July 2025.
Who are the officers and directors of GELATT-GEPHART FOUNDATION INC?
The 990-PF for the year ended July 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does GELATT-GEPHART FOUNDATION INC have?
On its 990-PF for the year ended July 31, 2025 it reported revenue of $210,592, expenses of $467,337 and total assets of $6,288,203 at year end.

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