Nonprofit · EIN 39-1933376
LOCAL 311 CHARITABLE TR
Also known as CONWAY JOE TTEE
Tax-exempt · MADISON, WI 53713
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $136,942 | $131,070 | $5,872 | $67,998 | $60,000 | $7,998 |
| December 31, 2023 | 990-EZ | $120,564 | $123,409 | -$2,845 | $62,126 | $60,000 | $2,126 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $147,983
- of which government grants
- $52,674
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- -$18,964
- Net income from gaming
- $4,804
- Net income from sales of inventory
- $3,119
- Other revenue
- -$11,041
Expenses
- Grants and similar amounts paid
- $64,767
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,700
- Program services (functional)
- $91,077
- Management and general (functional)
- $3,490
- Fundraising (functional)
- $36,503
Balance sheet and other
- Total assets, start of year
- $62,126
- Total assets, end of year
- $67,998
- Total liabilities, end of year
- $60,000
- Net assets, end of year
- $7,998
- Net assets without donor restrictions
- -$86,651
- Net assets with donor restrictions
- $94,649
- Gross receipts
- $243,440
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1998
- State of legal domicile
- WI
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM BOONE | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN MCDONALD | PRESIDENT Trustee or director, Officer | 1 | $0 |
| GRAHM YAHN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 |
| BRANDON JONES | TREASURER Trustee or director, Officer | 1 | $0 |
| ADAM THIMMIG | SECRETARY Trustee or director, Officer | 1 | $0 |
990-EZ for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM BOONE | DIRECTOR | 1 | $0 |
| KEVIN MCDONALD | PRESIDENT | 1 | $0 |
| RUTH SAVARD | VICE PRESIDENT | 1 | $0 |
| BRANDON JONES | TREASURER | 1 | $0 |
| ADAM THIMMING | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 33 NOB HILL RD, MADISON, WI 53713-2195
- In care of
- % KEVIN MCDONALD
- Principal officer (990 for 2024)
- KEVIN MCDONALD, 33 NOB HILL RD, MADISON, WI 53713
- Signed the 990
- PETER FRIEDERICKS, AUTHORIZED REPRESENTATIVE
- Phone
- (608) 257-2030
- Return prepared by
- WEGNER CPAS LLP
Mission
THE MISSION OF LOCAL 311 CHARITIES, INC. IS TO SUPPORT AND UPLIFT OUR COMMUNITY OUTSIDE OF RESPONDING TO EMERGENCIES.
Program accomplishments
- LOCAL 311 CHARITIES SUPPORT THE FIREFIGHTERS OF DANE COUNTY AND LOCAL CHARITIES.BUILDING A STRONGER COMMUNITY: WE BELIEVE THAT STRONG FIREFIGHTERS BUILD STRONG COMMUNITIES. THAT'S WHY WE ARE ACTIVELY INVOLVED IN COMMUNITY OUTREACH PROGRAMS AND SUPPORT LOCAL INITIATIVES THROUGH OUR CHARITABLE FOUNDATION.THE MISSION OF LOCAL 311 CHARITIES, INC. IS TO SUPPORT AND UPLIFT OUR COMMUNITY OUTSIDE OF RESPONDING TO EMERGENCIES. THROUGH FINANCIAL SUPPORT AND THE HANDS-ON EFFORTS OF OUR MEMBERS, LOCAL 311 CHARITIES WE ARE ABLE TO PARTNER WITH THE COMMUNITIES WE SERVE.Expenses $91,077 · grants $64,767
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 39-1933376
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $67,998
- Income (IRS master file)
- $243,440
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $136,942 | $131,070 | $67,998 | XML |
| 990-EZ | December 2023 | $120,564 | $123,409 | $62,126 | XML |
| 990 | December 2022 | $186,472 | $339,358 | $65,356 | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990-EZ | 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 39-1933376).
Questions about LOCAL 311 CHARITABLE TR
- What is the EIN of LOCAL 311 CHARITABLE TR?
- The employer identification number (EIN) of LOCAL 311 CHARITABLE TR is 39-1933376.
- Is LOCAL 311 CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LOCAL 311 CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LOCAL 311 CHARITABLE TR file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LOCAL 311 CHARITABLE TR 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 LOCAL 311 CHARITABLE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LOCAL 311 CHARITABLE TR?
- The 990 for the year ended December 31, 2024 names KEVIN MCDONALD.
- Who are the officers and directors of LOCAL 311 CHARITABLE TR?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does LOCAL 311 CHARITABLE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $136,942, expenses of $131,070 and total assets of $67,998 at year end.
Other nonprofits in MADISON
- FUND FOR WISCONSIN SCHOLARS INC EIN 26-1412296 · last filed 990-PF for 2025
- GIVE BACK FOUNDATION EIN 26-2449481 · last filed 990 for 2025
- MADISON COMMUNITY FOUNDATION EIN 39-6038248 · last filed 990 for 2024
- AMERICAN FAMILY INSURANCE DREAMS FOUNDATION INC EIN 47-4493142 · last filed 990-PF for 2024
- ENGELKE FAMILY FOUNDATION INC EIN 46-1474140 · last filed 990-PF for 2024
- CONROY FAMILY FOUNDATION INC EIN 83-2315197 · last filed 990-PF for 2025
- STEVE STRICKER AMERICAN FAMILY INSURANCE FOUNDATION INC EIN 46-0930746 · last filed 990 for 2024
- VARSITY COLLECTIVE CHARITABLE FUND INC EIN 88-2810939 · last filed 990 for 2025
All nonprofits in MADISON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations