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Nonprofit · EIN 39-6065573

YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED

Tax-exempt · MILWAUKEE, WI 53202

Financials

$11K$5K2023$15K$43K2024
Revenue Expenses · by fiscal year end
Financials of YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$15,134$42,670-$27,536$525,837$0$525,837
December 31, 2023990$10,596$4,536$6,060$514,359$0$514,359
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$15,134
Net gain from sales of assets
$148
Other revenue
$0

Expenses

Grants and similar amounts paid
$39,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$42,670

Balance sheet and other

Total assets, start of year
$514,359
Total assets, end of year
$525,837
Total liabilities, end of year
$0
Net assets, end of year
$525,837
Publicly traded securities
$487,524
Net assets without donor restrictions
$525,837
Gross receipts
$79,238
Employees
0
Volunteers
3
Year formed
1957
State of legal domicile
WI

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 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
KATHY CAREYDirector
Trustee or director, Officer
1$0
JOHN WESLEY WARRENPres/Treasurer
Trustee or director, Officer
1$0
JEFF PERZANVP, Secretary
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KATHY CAREYDirector
Trustee or director, Officer
1$0
JOHN WESLEY WARRENPres/Treasurer
Trustee or director, Officer
1$0
JEFF PERZANVP, Secretary
Trustee or director, Officer
1$0

Address and contacts

Address (IRS master file)
1610 N PROSPECT AVE APT 502, MILWAUKEE, WI 53202-6722
In care of
% JOHN WESLEY WARREN
Principal officer (990 for 2024)
JOHN WESLEY WARREN, 1610 N PROSPECT AVE 502, MILWAUKEE, WI 53202
Signed the 990
JOHN WESLEY WARREN, Pres/Treasurer
Phone
(414) 333-0606
Return prepared by
Gehring & Farrwood Inc

Mission

SCHOLARSHIP AID FOR YALE STUDENTS FROM WISCONSIN

990 for the year ended December 31, 2024

Program accomplishments

  • SCHOLARSHIP AID FOR YALE STUDENTS FROM WISCONSIN.
    Expenses $42,670

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Check at the IRS
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-6065573
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1959
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$613,846
Income (IRS master file)
$208,398

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$15,134$42,670$525,837XML
990December 2023$10,596$4,536$514,359XML
990December 2022$28,704$6,484$460,746IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2017–––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 39-6065573).

Questions about YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED

What is the EIN of YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED?
The employer identification number (EIN) of YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED is 39-6065573.
Is YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1959.
Are donations to YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED 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 YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED?
The 990 for the year ended December 31, 2024 names JOHN WESLEY WARREN.
Who are the officers and directors of YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does YALE-WISCONSIN SCHOLARSHIP FUND INCORPORATED have?
On its 990 for the year ended December 31, 2024 it reported revenue of $15,134, expenses of $42,670 and total assets of $525,837 at year end.

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