Nonprofit · EIN 39-1947746
CAROL M WILMER ENDOWMENT INC
Tax-exempt · BURLINGTON, WI 53105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $25,307 | $15,233 | $10,074 | $239,551 | – | $239,551 |
| December 31, 2024 | 990-EZ | $13,600 | $10,644 | $2,956 | $218,049 | – | $218,049 |
| December 31, 2023 | 990-EZ | $28,449 | $29,904 | -$1,455 | $206,604 | – | $206,604 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Investment income
- $16,823
- Net gain from sales of assets
- $8,484
Expenses
- Benefits paid to members
- $14,066
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,045
- Other expenses
- $122
- Program services (functional)
- $14,066
Balance sheet and other
- Total assets, start of year
- $218,047
- Total assets, end of year
- $239,551
- Total liabilities, end of year
- –
- Net assets, end of year
- $239,551
- Cash, savings and investments
- $232,386
- Gross receipts
- $28,672
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS R LYNCH | PRESIDENT | 0 | $0 |
| DAVID EDMUNDSON | SECRETARY/TR | 0 | $0 |
990-EZ for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS R LYNCH | PRESIDENT | 0 | $0 |
| DAVID EDMUNDSON | SECRETARY/TR | 0 | $0 |
990-EZ for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DENNIS R LYNCH | PRESIDENT | 0 | $0 |
| DAVID EDMUNDSON | SECRETARY/TR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 344 TRAVELLERS RUN, BURLINGTON, WI 53105-3901
- In care of
- % DAVID EDMUNDSON
- Signed the 990-EZ
- DENNIS R LYNCH, PRESIDENT
- Phone
- (262) 767-7409
- Return prepared by
- MCMAHON - VELTUS SC
Mission
TO PROVIDE A PERPETUAL SOURCE OF FINANCIAL AID TO ST MARY'S GRADE SCHOOL, ST CHARLES GRADE SCHOOL AND ST JOHN'S GRADE SCHOOL, ALL OF BURLINGTON, WI.,THROUGH THE INCOME FROM THE CORPORATION'S INVESTMENTS PRIMARILY FOR THE PURPOSE OF FURNISHING SCHOLARSHIPS.
Program accomplishments
- TO PROVIDE A PERPETUAL SOURCE OF FINANCIAL AID TO ST MARY'S GRADE SCHOOL, ST CHARLES GRADE SCHOOL AND ST JOHN'S GRADE SCHOOL, ALL OF BURLINGTON, WI.,THROUGH THE INCOME FROM THE CORPORATION'S INVESTMENTS PRIMARILY FOR THE PURPOSE OF FURNISHING SCHOLARSHIPS.Expenses $14,066
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 39-1947746
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $239,551
- Income (IRS master file)
- $28,672
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $25,307 | $15,233 | $239,551 | IRS |
| 990-EZ | December 2024 | $13,600 | $10,644 | $218,049 | IRS |
| 990-EZ | December 2023 | $28,449 | $29,904 | $206,604 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | 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 39-1947746).
Questions about CAROL M WILMER ENDOWMENT INC
- What is the EIN of CAROL M WILMER ENDOWMENT INC?
- The employer identification number (EIN) of CAROL M WILMER ENDOWMENT INC is 39-1947746.
- Is CAROL M WILMER ENDOWMENT INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to CAROL M WILMER ENDOWMENT INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does CAROL M WILMER ENDOWMENT INC file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CAROL M WILMER ENDOWMENT 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 CAROL M WILMER ENDOWMENT INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of CAROL M WILMER ENDOWMENT INC?
- The 990-EZ for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does CAROL M WILMER ENDOWMENT INC have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $25,307, expenses of $15,233 and total assets of $239,551 at year end.
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All nonprofits in BURLINGTON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations