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Nonprofit · EIN 39-6069677

HICKORY FUND INC

Tax-exempt · MILWAUKEE, WI 53226

Financials

$141K$332K2023$384K$326K2024$383K$355K2025
Revenue Expenses · by fiscal year end
Financials of HICKORY FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$382,616$354,525$28,091$5,514,685$0$5,514,685
December 31, 2024990-PF$384,187$325,732$58,455$5,486,141$0$5,486,141
December 31, 2023990-PF$140,807$332,422-$191,615$5,427,242$0$5,427,242
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$140,037
Net gain from sales of assets
$242,579

Expenses

Grants and similar amounts paid
$290,000
Disbursements for charitable purposes
$324,589
Excise tax on investment income
$4,999

Balance sheet and other

Total assets, start of year
$5,486,141
Total assets, end of year
$5,514,685
Total liabilities, end of year
$0
Net assets, end of year
$5,514,685
Fair market value of assets
$7,245,256
Qualifying distributions
$324,589
Net investment income
$382,616

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.

NameTitleHours / weekCompensation
MELISSA ROBERTS
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
DIRECTOR0$0
JENNIFER D'AMATO
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
SEC / DIR0$0
CYNTHIA L LINNAN
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
PRES / DIR0$0
JOHN P LINNAN
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
TREASURER / DIR0$0
NICHOLAS K LINNAN
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
VICE PRES / DIR0$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
MELISSA ROBERTS
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
DIRECTOR0$0
JENNIFER D'AMATO
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
SEC / DIR0$0
CYNTHIA L LINNAN
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
PRES / DIR0$0
JOHN P LINNAN
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
TREASURER / DIR0$0
NICHOLAS K LINNAN
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
VICE PRES / DIR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JENNIFER D'AMATO
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
SEC / DIR0$0
CYNTHIA L LINNAN
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
PRES / DIR0$0
JOHN P LINNAN
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
TREASURER / DIR0$0
NICHOLAS K LINNAN
10361 W INNOVATION DR 350, MILWAUKEE, WI 53226
Vice President0$0

Address and contacts

Address (IRS master file)
10361 W INNOVATION DR STE 350, MILWAUKEE, WI 53226-4813
In care of
% RMB JACOBUS
Signed the 990-PF
Cynthia L Linnan, President
Phone
(414) 203-8040
Return prepared by
CURI CAPITAL LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6069677
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
1964
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,514,685
Income (IRS master file)
$1,038,833

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$382,616$354,525$5,514,685XML
990-PFDecember 2024$384,187$325,732$5,486,141IRS
990-PFDecember 2023$140,807$332,422$5,427,242XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 39-6069677).

Questions about HICKORY FUND INC

What is the EIN of HICKORY FUND INC?
The employer identification number (EIN) of HICKORY FUND INC is 39-6069677.
Is HICKORY FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to HICKORY FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HICKORY FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HICKORY FUND 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 HICKORY FUND 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 HICKORY FUND INC?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does HICKORY FUND INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $382,616, expenses of $354,525 and total assets of $5,514,685 at year end.

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