Nonprofit · EIN 39-1955914
JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC
Tax-exempt · RICHLAND CTR, WI 53581
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $171,350 | $205,945 | -$34,595 | $2,879,351 | $0 | $2,879,351 |
| December 31, 2023 | 990-PF | $91,618 | $194,164 | -$102,546 | $2,912,867 | $0 | $2,912,867 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $90,838
- Net gain from sales of assets
- $80,454
- Other income
- $58
Expenses
- Grants and similar amounts paid
- $166,500
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $173,882
- Excise tax on investment income
- $1,935
Balance sheet and other
- Total assets, start of year
- $2,912,867
- Total assets, end of year
- $2,879,351
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,879,351
- Fair market value of assets
- $3,856,426
- Qualifying distributions
- $173,882
- Net investment income
- $171,292
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COREY M DAVIS 22098 CTY HWY Q, RICHLAND CENTER, WI 53581 | VICE PRESIDENT | 1 | $4,000 |
| SHEILA TROXEL 26650 ROCKY BRANCH LN, RICHLAND CENTER, WI 53581 | SECRETARY | 1 | $4,000 |
| JOSEPH L HALVERSON 242 WEST COURT ST, RICHLAND CENTER, WI 53581 | PRESIDENTTREASURER | 1 | $4,000 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COREY M DAVIS 22098 CTY HWY Q, RICHLAND CENTER, WI 53581 | VICE PRESIDENT | 1 | $4,000 |
| SHEILA TROXEL 26650 ROCKY BRANCH LN, RICHLAND CENTER, WI 53581 | SECRETARY | 1 | $4,000 |
| JOSEPH L HALVERSON 242 WEST COURT ST, RICHLAND CENTER, WI 53581 | PRESIDENTTREASURER | 1 | $4,000 |
Address and contacts
- Address (IRS master file)
- 242 W COURT ST, RICHLAND CTR, WI 53581-2345
- In care of
- % JOSEPH HALVERSON
- Signed the 990-PF
- JOSEPH HALVERSON, PRESIDENT
- Phone
- (608) 647-6306
- Return prepared by
- HALVERSON CPA 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 | Not 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
- 39-1955914
- 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
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $2,879,351
- Income (IRS master file)
- $471,752
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $171,350 | $205,945 | $2,879,351 | XML |
| 990-PF | December 2023 | $91,618 | $194,164 | $2,912,867 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | 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 39-1955914).
Questions about JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC
- What is the EIN of JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC?
- The employer identification number (EIN) of JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC is 39-1955914.
- Is JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC 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 JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $4,000 (COREY M DAVIS, VICE PRESIDENT).
- How much revenue does JOAN WOODMAN ORTON MCCULLUM FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $171,350, expenses of $205,945 and total assets of $2,879,351 at year end.
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