Nonprofit · EIN 39-1975173
CAROL AND RICHARD BAYERLEIN FOUNDATION LTD
Tax-exempt · OCONOMOWOC, WI 53066
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $4,030 | $19,690 | -$15,660 | $321,720 | $0 | $321,720 |
| December 31, 2024 | 990-PF | $15,889 | $11,848 | $4,041 | $337,380 | $0 | $337,380 |
| December 31, 2023 | 990-PF | $13,379 | $17,608 | -$4,229 | $333,339 | $0 | $333,339 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $7,375
- Interest
- $4
- Net gain from sales of assets
- -$3,349
Expenses
- Grants and similar amounts paid
- $13,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $13,000
- Excise tax on investment income
- $72
Balance sheet and other
- Total assets, start of year
- $337,380
- Total assets, end of year
- $321,720
- Total liabilities, end of year
- $0
- Net assets, end of year
- $321,720
- Fair market value of assets
- $351,928
- Qualifying distributions
- $13,000
- Net investment income
- $7,379
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 |
|---|---|---|---|
| CAROL C BAYERLEIN 34675 BARTLETT ROAD, OCONOMOWOC, WI 53066 | OFFICER | 2 | $0 |
| STEVEN R BAYERLEIN N2 W29819 BLODWEN DRIVE, WAUKESHA, WI 53188 | OFFICER | 1 | $0 |
| DOUGLAS G BAYERLEIN 34675 BARTLETT ROAD, OCONOMOWOC, WI 53066 | OFFICER | 1 | $0 |
| BETH PETERSON 7611 XAVIER CT, DALLAS, TX 75218 | OFFICER | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL C BAYERLEIN 1810 WEDGEWOOD DRIVE, ELM GROVE, WI 53122 | OFFICER | 2 | $0 |
| STEVEN R BAYERLEIN N2 W29819 BLODWEN DRIVE, WAUKESHA, WI 53188 | OFFICER | 1 | $0 |
| DOUGLAS G BAYERLEIN 34675 BARTLETT ROAD, OCONOMOWOC, WI 53066 | OFFICER | 1 | $0 |
| BETH PETERSON 7611 XAVIER CT, DALLAS, TX 75218 | OFFICER | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROL C BAYERLEIN 1810 WEDGEWOOD DRIVE, ELM GROVE, WI 53122 | OFFICER | 2 | $0 |
| STEVEN R BAYERLEIN N2 W29819 BLODWEN DRIVE, WAUKESHA, WI 53188 | OFFICER | 1 | $0 |
| DOUGLAS G BAYERLEIN 34675 BARTLETT ROAD, OCONOMOWOC, WI 53066 | OFFICER | 1 | $0 |
| BETH WILSON 1160 TERRACE DRIVE, ELM GROVE, WI 53122 | OFFICER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 34675 BARTLETT RD, OCONOMOWOC, WI 53066-4901
- In care of
- % CAROL C BAYERLEIN
- Signed the 990-PF
- CAROL BAYERLEIN, OFFICER
- Phone
- (262) 548-6239
- Return prepared by
- DJA CPAS SC
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
- 39-1975173
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $321,720
- Income (IRS master file)
- $408,780
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $4,030 | $19,690 | $321,720 | IRS |
| 990-PF | December 2024 | $15,889 | $11,848 | $337,380 | XML |
| 990-PF | December 2023 | $13,379 | $17,608 | $333,339 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 39-1975173).
Questions about CAROL AND RICHARD BAYERLEIN FOUNDATION LTD
- What is the EIN of CAROL AND RICHARD BAYERLEIN FOUNDATION LTD?
- The employer identification number (EIN) of CAROL AND RICHARD BAYERLEIN FOUNDATION LTD is 39-1975173.
- Is CAROL AND RICHARD BAYERLEIN FOUNDATION LTD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CAROL AND RICHARD BAYERLEIN FOUNDATION LTD tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROL AND RICHARD BAYERLEIN FOUNDATION LTD file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROL AND RICHARD BAYERLEIN FOUNDATION LTD 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 AND RICHARD BAYERLEIN FOUNDATION LTD 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 CAROL AND RICHARD BAYERLEIN FOUNDATION LTD?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does CAROL AND RICHARD BAYERLEIN FOUNDATION LTD have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,030, expenses of $19,690 and total assets of $321,720 at year end.
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