Nonprofit · EIN 39-6215247
WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST
Tax-exempt · BELOIT, WI 53511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2026 | 990-PF | $14,315 | $15,029 | -$714 | $141,652 | $0 | $141,652 |
| May 31, 2025 | 990-PF | $11,175 | $7,989 | $3,186 | $142,369 | $0 | $142,369 |
| May 31, 2024 | 990-PF | $9,177 | $12,584 | -$3,407 | $139,184 | $0 | $139,184 |
Financial details: 990-PF for the year ended May 31, 2026
Revenue
- Dividends
- $5,031
- Net gain from sales of assets
- $9,284
Expenses
- Grants and similar amounts paid
- $12,000
- Compensation of officers, directors and key employees
- $2,400
- Disbursements for charitable purposes
- $14,419
- Excise tax on investment income
- $190
Balance sheet and other
- Total assets, start of year
- $142,369
- Total assets, end of year
- $141,652
- Total liabilities, end of year
- $0
- Net assets, end of year
- $141,652
- Fair market value of assets
- $183,750
- Qualifying distributions
- $14,419
- Net investment income
- $14,315
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 May 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First National Bank and Trust Compa y 345 E Grand Ave, Beloit, WI 53511 | Trustee | 5 | $2,400 |
990-PF for the year ended May 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First National Bank and Trust Compa y 345 E Grand Ave, Beloit, WI 53511 | Trustee | 5 | $2,400 |
990-PF for the year ended May 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First National Bank and Trust Compa y 345 E Grand Ave, Beloit, WI 53511 | Trustee | 5 | $2,400 |
Address and contacts
- Address (IRS master file)
- 345 E GRAND AVE, BELOIT, WI 53511-6226
- In care of
- % FIRST NATL BK-MONROE TTEE
- Signed the 990-PF
- FRAN D SORENSON, Trust Officer
- Phone
- (608) 363-8120
- Return prepared by
- FIRST NATIONAL BANK AND TRUST CO
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | 990-PF on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990-PF on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6215247
- Exempt since
- 1975
- Accounting year ends
- May
- Files
- Form 990-PF
- Assets (IRS master file)
- $141,652
- Income (IRS master file)
- $39,964
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | May 2026 | $14,315 | $15,029 | $141,652 | XML |
| 990-PF | May 2025 | $11,175 | $7,989 | $142,369 | XML |
| 990-PF | May 2024 | $9,177 | $12,584 | $139,184 | XML |
| 990-PF | May 2023 | – | – | – | IRS |
| 990-PF | May 2022 | – | – | – | IRS |
| 990-PF | May 2021 | – | – | – | IRS |
| 990-PF | May 2019 | – | – | – | 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 39-6215247).
Questions about WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST
- What is the EIN of WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST?
- The employer identification number (EIN) of WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST is 39-6215247.
- Is WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt since 1975.
- Which annual return does WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST due?
- The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended May 2026.
- Who are the officers and directors of WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST?
- The 990-PF for the year ended May 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $2,400 (First National Bank and Trust Compa y, Trustee).
- How much revenue does WILLIAM R & HETTIE M GAPEN EDUCATIONAL FOUNDATION TRUST have?
- On its 990-PF for the year ended May 31, 2026 it reported revenue of $14,315, expenses of $15,029 and total assets of $141,652 at year end.
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