Nonprofit · EIN 39-6050150
GENE AND RUTH POSNER FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $283,783 | $546,602 | -$262,819 | $5,698,616 | $0 | $5,698,616 |
| December 31, 2024 | 990-PF | $1,021,863 | $503,138 | $518,725 | $5,932,899 | $0 | $5,932,899 |
| December 31, 2023 | 990-PF | $358,383 | $499,891 | -$141,508 | $5,444,726 | $0 | $5,444,726 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $158,330
- Net gain from sales of assets
- $125,453
Expenses
- Grants and similar amounts paid
- $387,350
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $407,015
- Excise tax on investment income
- $2,313
Balance sheet and other
- Total assets, start of year
- $5,932,899
- Total assets, end of year
- $5,698,616
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,698,616
- Fair market value of assets
- $6,419,981
- Qualifying distributions
- $407,015
- Net investment income
- $283,783
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 |
|---|---|---|---|
| TOD I GIMBEL 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | VICE PRESIDENT/BOARD MEMBER | 1 | $0 |
| BARBARA P WARD 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | SECRETARY/BOARD MEMBER | 1 | $0 |
| JOSHUA L GIMBEL 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | PRESIDENT/TREASURER/BOARD MEMBER | 2 | $0 |
| FREDERIC POSNER 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | BOARD MEMBER | 0.5 | $0 |
| ABBY POSNER 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | BOARD MEMBER | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOD I GIMBEL 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | VICE PRESIDENT/BOARD MEMBER | 1 | $0 |
| BARBARA P WARD 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | SECRETARY/BOARD MEMBER | 1 | $0 |
| JOSHUA L GIMBEL 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | PRESIDENT/TREASURER/BOARD MEMBER | 2 | $0 |
| FREDERIC POSNER 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | BOARD MEMBER | 0.5 | $0 |
| ABBY POSNER 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | BOARD MEMBER | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOD I GIMBEL 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | VICE PRESIDENT/BOARD MEMBER | 1 | $0 |
| BARBARA P WARD 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | SECRETARY/BOARD MEMBER | 1 | $0 |
| JOSHUA L GIMBEL 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | PRESIDENT/TREASURER/BOARD MEMBER | 2 | $0 |
| FREDERIC POSNER 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | BOARD MEMBER | 0.5 | $0 |
| ABBY POSNER 330 EAST KILBOURN AVENUE STE 1170, MILWAUKEE, WI 53202 | BOARD MEMBER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 330 E KILBOURN AVE STE 1170, MILWAUKEE, WI 53202-3146
- Signed the 990-PF
- JOSHUA L GIMBEL, PRESIDENT/TREASURER/BOARD MEMB
- Phone
- (414) 224-3648
- Return prepared by
- RITZ HOLMAN 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 | 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
- 39-6050150
- 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
- 1963
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $5,698,616
- Income (IRS master file)
- $1,244,486
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $283,783 | $546,602 | $5,698,616 | IRS |
| 990-PF | December 2024 | $1,021,863 | $503,138 | $5,932,899 | XML |
| 990-PF | December 2023 | $358,383 | $499,891 | $5,444,726 | 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 39-6050150).
Questions about GENE AND RUTH POSNER FOUNDATION INC
- What is the EIN of GENE AND RUTH POSNER FOUNDATION INC?
- The employer identification number (EIN) of GENE AND RUTH POSNER FOUNDATION INC is 39-6050150.
- Is GENE AND RUTH POSNER FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Are donations to GENE AND RUTH POSNER FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GENE AND RUTH POSNER FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GENE AND RUTH POSNER FOUNDATION 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 GENE AND RUTH POSNER FOUNDATION INC 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 GENE AND RUTH POSNER FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does GENE AND RUTH POSNER FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $283,783, expenses of $546,602 and total assets of $5,698,616 at year end.
Other nonprofits in MILWAUKEE
- AURORA HEALTH CARE INC EIN 61-1649250 · last filed 990 for 2024
- FROEDTERT MEMORIAL LUTHERAN HOSPITAL INC EIN 39-6105970 · last filed 990 for 2025
- THE MEDICAL COLLEGE OF WISCONSIN INC EIN 39-0806261 · last filed 990 for 2025
- FROEDTERT THEDACARE HEALTH INC EIN 39-2014409 · last filed 990 for 2025
- CHILDRENS HOSPITAL OF WISCONSIN INC EIN 39-0812532 · last filed 990 for 2024
- MARQUETTE UNIVERSITY EIN 39-0806251 · last filed 990 for 2025
- CHORUS COMMUNITY HEALTH PLANS INC EIN 27-1494977 · last filed 990 for 2024
- CHILDRENS HOSPITAL AND HEALTH SYSTEM INC EIN 39-1500074 · last filed 990 for 2024