Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 39-1837448

PELZ FAMILY FOUNDATION INC

Tax-exempt · MEQUON, WI 53092

Financials

$31K$130K2023$57K$209K2024$48K$49K2025
Revenue Expenses · by fiscal year end
Financials of PELZ FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$48,238$48,985-$747$832,240$0$832,240
December 31, 2024990-PF$56,910$209,087-$152,177$832,987$0$832,987
December 31, 2023990-PF$30,939$130,340-$99,401$985,434$0$985,434
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$51,818
Net gain from sales of assets
-$3,580

Expenses

Grants and similar amounts paid
$40,151
Disbursements for charitable purposes
$41,501
Excise tax on investment income
$616

Balance sheet and other

Total assets, start of year
$832,987
Total assets, end of year
$832,240
Total liabilities, end of year
$0
Net assets, end of year
$832,240
Fair market value of assets
$1,016,568
Qualifying distributions
$41,501
Net investment income
$51,818

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
HARRY PELZ
318 W SEACROFT CT, MEQUON, WI 53092
President1$0
MARILYN PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Secretary1$0
JASON PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
DAVID PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
MARA LAPPIN
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
DANIEL PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
HARRY PELZ
318 W SEACROFT CT, MEQUON, WI 53092
President1$0
MARILYN PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Secretary1$0
JASON PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
DAVID PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
MARA LAPPIN
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
DANIEL PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
HARRY PELZ
318 W SEACROFT CT, MEQUON, WI 53092
President1$0
MARILYN PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Secretary1$0
JASON PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
DAVID PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
MARA LAPPIN
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0
DANIEL PELZ
318 W SEACROFT CT, MEQUON, WI 53092
Director0.2$0

Address and contacts

Address (IRS master file)
318 W SEACROFT CT, MEQUON, WI 53092-3561
Signed the 990-PF
HARRY PELZ, President
Phone
(414) 861-9744
Return prepared by
Mohr 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 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
39-1837448
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$832,240
Income (IRS master file)
$554,135

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$48,238$48,985$832,240XML
990-PFDecember 2024$56,910$209,087$832,987XML
990-PFDecember 2023$30,939$130,340$985,434XML
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 39-1837448).

Questions about PELZ FAMILY FOUNDATION INC

What is the EIN of PELZ FAMILY FOUNDATION INC?
The employer identification number (EIN) of PELZ FAMILY FOUNDATION INC is 39-1837448.
Is PELZ FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to PELZ FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does PELZ FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of PELZ FAMILY FOUNDATION INC 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 PELZ FAMILY FOUNDATION INC 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 PELZ FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does PELZ FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $48,238, expenses of $48,985 and total assets of $832,240 at year end.

Other nonprofits in MEQUON

All nonprofits in MEQUON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations