Nonprofit · EIN 39-1941148
FRANCIS R AND RUTH E OBERREICH FOUNDATION
Tax-exempt · MARKESAN, WI 53946
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $345,978 | $173,672 | $172,306 | $3,139,035 | $10,000 | $3,129,035 |
| December 31, 2024 | 990-PF | $294,224 | $160,760 | $133,464 | $2,965,742 | $10,000 | $2,955,742 |
| December 31, 2023 | 990-PF | $263,026 | $214,129 | $48,897 | $2,831,284 | $10,000 | $2,821,284 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $177,544
- Net gain from sales of assets
- $168,434
Expenses
- Grants and similar amounts paid
- $109,069
- Compensation of officers, directors and key employees
- $5,080
- Disbursements for charitable purposes
- $121,442
- Excise tax on investment income
- $4,188
Balance sheet and other
- Total assets, start of year
- $2,965,742
- Total assets, end of year
- $3,139,035
- Total liabilities, end of year
- $10,000
- Net assets, end of year
- $3,129,035
- Fair market value of assets
- $3,453,190
- Qualifying distributions
- $121,442
- Net investment income
- $345,978
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN R SLATE PO BOX 400, MARKESAN, WI 539460400 | TREASURER | 1 | $1,100 |
| RICHARD SLATE PO BOX 400, MARKESAN, WI 539460400 | SECRETARY | 1 | $1,100 |
| CRAIG SMESTAD PO BOX 400, MARKESAN, WI 539460400 | VICE PRESIDENT | 1 | $1,000 |
| THOMAS GENDRON PO BOX 400, MARKESAN, WI 539460400 | DIRECTOR | 1 | $1,000 |
| ROSANNE BAKER PO BOX 400, MARKESAN, WI 539460400 | DIRECTOR | 1 | $880 |
| WILLIAM R SLATE PO BOX 400, MARKESAN, WI 539460400 | PRESIDENT | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD SLATE PO BOX 400, MARKESAN, WI 539460400 | SECRETARY | 1 | $3,600 |
| JOAN R SLATE PO BOX 400, MARKESAN, WI 539460400 | TREASURER | 1 | $1,200 |
| WILLIAM R SLATE PO BOX 400, MARKESAN, WI 539460400 | PRESIDENT | 1 | $1,120 |
| CRAIG SMESTAD PO BOX 400, MARKESAN, WI 539460400 | VICE PRESIDENT | 1 | $920 |
| THOMAS GENDRON PO BOX 400, MARKESAN, WI 539460400 | DIRECTOR | 1 | $820 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS GENDRON PO BOX 400, MARKESAN, WI 539460400 | DIRECTOR | 1 | $2,080 |
| JOAN R SLATE PO BOX 400, MARKESAN, WI 539460400 | TREASURER | 1 | $2,000 |
| RICHARD SLATE PO BOX 400, MARKESAN, WI 539460400 | SECRETARY | 1 | $2,000 |
| WILLIAM R SLATE PO BOX 400, MARKESAN, WI 539460400 | PRESIDENT | 1 | $1,980 |
| CRAIG SMESTAD PO BOX 400, MARKESAN, WI 539460400 | VICE PRESIDENT | 1 | $1,800 |
Address and contacts
- Address (IRS master file)
- PO BOX 400, MARKESAN, WI 53946-0400
- In care of
- % RICHARD SLATE
- Signed the 990-PF
- RICHARD SLATE, DIRECTOR
- Phone
- (920) 398-2371
- Website
- HTTP://WWW.OBFOUNDATION.NET/
- Return prepared by
- WINDES INC
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 | 990-PF 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
- 39-1941148
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $3,139,035
- Income (IRS master file)
- $1,876,669
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $345,978 | $173,672 | $3,139,035 | XML |
| 990-PF | December 2024 | $294,224 | $160,760 | $2,965,742 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $263,026 | $214,129 | $2,831,284 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 39-1941148).
Questions about FRANCIS R AND RUTH E OBERREICH FOUNDATION
- What is the EIN of FRANCIS R AND RUTH E OBERREICH FOUNDATION?
- The employer identification number (EIN) of FRANCIS R AND RUTH E OBERREICH FOUNDATION is 39-1941148.
- Is FRANCIS R AND RUTH E OBERREICH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to FRANCIS R AND RUTH E OBERREICH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FRANCIS R AND RUTH E OBERREICH FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FRANCIS R AND RUTH E OBERREICH FOUNDATION 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 FRANCIS R AND RUTH E OBERREICH FOUNDATION 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 FRANCIS R AND RUTH E OBERREICH FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 6 people; 5 received compensation from the organization, the highest $1,100 (JOAN R SLATE, TREASURER).
- How much revenue does FRANCIS R AND RUTH E OBERREICH FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $345,978, expenses of $173,672 and total assets of $3,139,035 at year end.
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