Nonprofit · EIN 39-6042029
ZURN FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $243,480 | $588,589 | -$345,109 | $4,455,988 | $131,000 | $4,324,988 |
| October 31, 2024 | 990-PF | $127,698 | $541,250 | -$413,552 | $4,381,372 | $150,000 | $4,231,372 |
| October 31, 2023 | 990-PF | $105,169 | $606,970 | -$501,801 | $4,146,735 | $302,000 | $3,844,735 |
| October 31, 2021 | 990-PF | $322,586 | $667,055 | -$344,469 | $3,711,516 | $664,000 | $3,047,516 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $100,000
- Dividends
- $119,322
- Net gain from sales of assets
- $22,158
- Other income
- $2,000
Expenses
- Grants and similar amounts paid
- $561,288
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $561,288
- Excise tax on investment income
- $1,615
Balance sheet and other
- Total assets, start of year
- $4,381,372
- Total assets, end of year
- $4,455,988
- Total liabilities, end of year
- $131,000
- Net assets, end of year
- $4,324,988
- Fair market value of assets
- $4,455,988
- Qualifying distributions
- $561,288
- Net investment income
- $143,480
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd Adams W332 N6125 County Road C, Nashotah, WI 53058 | Officer | 8 | $0 |
| Patricia Whaley 722 East Lake View Avenue, Whitefish Bay, WI 53217 | Officer | 8 | $0 |
| Mark Peterson W53 N866 Castle Court, Cedarburg, WI 53012 | Officer | 8 | $0 |
| Angela Hersil 18960 Chapel Hill Drive, Brookfield, WI 53045 | Officer | 8 | $0 |
| Dan Klun N61 W12931 River Heights Ct, Menomonee Falls, WI 53051 | Director | 8 | $0 |
| Craig Wehr 621 Toftree Drive, Cranberry Township, PA 16066 | Director | 8 | $0 |
990-PF for the year ended October 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd Adams W332 N6125 County Road C, Nashotah, WI 53058 | Officer | 8 | $0 |
| Patricia Whaley 722 East Lake View Avenue, Whitefish Bay, WI 53217 | Officer | 8 | $0 |
| Mark Peterson W53 N866 Castle Court, Cedarburg, WI 53012 | Officer | 8 | $0 |
| Angela Hersil 18960 Chapel Hill Drive, Brookfield, WI 53045 | Officer | 8 | $0 |
| Dan Klun N61 W12931 River Heights Ct, Menomonee Falls, WI 53051 | Director | 8 | $0 |
| Craig Wehr 621 Toftree Drive, Cranberry Township, PA 16066 | Director | 8 | $0 |
990-PF for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd Adams W332 N6125 County Road C, Nashotah, WI 53058 | Officer | 8 | $0 |
| Patricia Whaley 722 East Lake View Avenue, Whitefish Bay, WI 53217 | Officer | 8 | $0 |
| Mark Peterson W53 N866 Castle Court, Cedarburg, WI 53012 | Officer | 8 | $0 |
| Charles Roy 14245 Heatherwood Court, Elm Grove, WI 53122 | Director | 8 | $0 |
| Angela Hersil 18960 Chapel Hill Drive, Brookfield, WI 53045 | Director | 8 | $0 |
990-PF for the year ended October 31, 2021: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Todd Adams W332 N6125 County Road C, Nashotah, WI 53958 | Officer | 1 | $0 |
| Patricia Whaley 722 East Lake View Avenue, Whitefish Bay, WI 53217 | Officer | 1 | $0 |
| Mark Peterson W53 N866 Castle Court, Cedarburg, WI 53012 | Officer | 1 | $0 |
| Charles Roy 14245 Heatherwood Court, Elm Grove, WI 53122 | Director | 1 | $0 |
| Angela Hersil 18960 Chapel Hill Drive, Brookfield, WI 53045 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2022, MILWAUKEE, WI 53201-2022
- In care of
- % PATRICIA WHALEY
- Signed the 990-PF
- Angel Hersil, Officer
- Phone
- (414) 808-0100
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
IRS record
- EIN
- 39-6042029
- 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
- 1955
- Accounting year ends
- October
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,455,988
- Income (IRS master file)
- $849,365
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $243,480 | $588,589 | $4,455,988 | XML |
| 990-PF | October 2024 | $127,698 | $541,250 | $4,381,372 | XML |
| 990-PF | October 2023 | $105,169 | $606,970 | $4,146,735 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | $322,586 | $667,055 | $3,711,516 | XML |
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 39-6042029).
Questions about ZURN FOUNDATION INC
- What is the EIN of ZURN FOUNDATION INC?
- The employer identification number (EIN) of ZURN FOUNDATION INC is 39-6042029.
- Is ZURN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
- Are donations to ZURN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ZURN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ZURN FOUNDATION INC due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ZURN FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of ZURN FOUNDATION INC?
- The 990-PF for the year ended October 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ZURN FOUNDATION INC have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $243,480, expenses of $588,589 and total assets of $4,455,988 at year end.
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