Nonprofit · EIN 39-2012234
DANIEL W ERDMAN FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,320,558 | $768,108 | $552,450 | $4,478,362 | $0 | $4,478,362 |
| December 31, 2023 | 990-PF | $604,079 | $231,707 | $372,372 | $4,103,082 | $0 | $4,103,082 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $476,257
- Dividends
- $170,957
- Net gain from sales of assets
- $670,712
- Other income
- $2,632
Expenses
- Grants and similar amounts paid
- $707,627
- Disbursements for charitable purposes
- $714,170
- Excise tax on investment income
- $10,941
Balance sheet and other
- Total assets, start of year
- $4,103,082
- Total assets, end of year
- $4,478,362
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,478,362
- Fair market value of assets
- $7,689,852
- Qualifying distributions
- $714,170
- Net investment income
- $841,092
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 |
|---|---|---|---|
| DANIEL W ERDMAN C/O US BANK NA PO BOX 7900, MADISON, WI 537077900 | DIRECTOR | 1 | $0 |
| DEBORAH ERDMAN-LUDER C/O US BANK NA PO BOX 7900, MADISON, WI 537077900 | DIRECTOR | 1 | $0 |
| DARRELL W BEHNKE C/O US BANK NA PO BOX 7900, MADISON, WI 537077900 | DIRECTOR | 1 | $0 |
| NATALIE BOCK ERDMAN C/O US BANK NA PO BOX 7900, MADISON, WI 537077900 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL W ERDMAN C/O US BANK NA PO BOX 7900, MADISON, WI 537077900 | DIRECTOR | 1 | $0 |
| DEBORAH ERDMAN-LUDER C/O US BANK NA PO BOX 7900, MADISON, WI 537077900 | DIRECTOR | 1 | $0 |
| DARRELL W BEHNKE C/O US BANK NA PO BOX 7900, MADISON, WI 537077900 | DIRECTOR | 1 | $0 |
| NATALIE BOCK ERDMAN C/O US BANK NA PO BOX 7900, MADISON, WI 537077900 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % US BANK NA
- Signed the 990-PF
- DANIEL W ERDMAN, PRESIDENT
- Phone
- (608) 252-4098
- Return prepared by
- PWC US TAX LLP
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
- 39-2012234
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,478,362
- Income (IRS master file)
- $2,224,749
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,320,558 | $768,108 | $4,478,362 | IRS |
| 990-PF | December 2023 | $604,079 | $231,707 | $4,103,082 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | 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 39-2012234).
Questions about DANIEL W ERDMAN FOUNDATION INC
- What is the EIN of DANIEL W ERDMAN FOUNDATION INC?
- The employer identification number (EIN) of DANIEL W ERDMAN FOUNDATION INC is 39-2012234.
- Is DANIEL W ERDMAN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to DANIEL W ERDMAN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DANIEL W ERDMAN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DANIEL W ERDMAN 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 DANIEL W ERDMAN 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 DANIEL W ERDMAN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does DANIEL W ERDMAN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,320,558, expenses of $768,108 and total assets of $4,478,362 at year end.
Other nonprofits in MILWAUKEE
- GREATER MILWAUKEE FOUNDATION INC EIN 39-6036407 · last filed 990 for 2024
- BRADLEY IMPACT FUND INC EIN 45-4678325 · last filed 990 for 2024
- ALFRED AND ISABEL BADER 2014 CHARITABLE TRUST EIN 47-1295073 · last filed 990-PF for 2025
- ISABEL BADER 2021 CHARITABLE TR EIN 88-6725502 · last filed 990-PF for 2024
- LYNDE AND HARRY BRADLEY FOUNDATION INC EIN 39-6037928 · last filed 990-PF for 2024
- U S BANCORP FOUNDATION EIN 41-1359579 · last filed 990-PF for 2024
- UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC EIN 39-0806190 · last filed 990 for 2025
- RDK FOUNDATION EIN 39-1524311 · last filed 990-PF for 2025
All nonprofits in MILWAUKEE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations