Nonprofit · EIN 39-6281716
KOLAGA FAMILY CHARITABLE TRUST
Tax-exempt · BROOKFIELD, WI 53072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $576,042 | $291,617 | $284,425 | $4,635,007 | $0 | $4,635,007 |
| December 31, 2024 | 990-PF | $368,195 | $255,838 | $112,357 | $4,350,582 | $0 | $4,350,582 |
| December 31, 2023 | 990-PF | $221,772 | $276,246 | -$54,474 | $4,238,225 | $0 | $4,238,225 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $142,314
- Interest
- $499
- Net gain from sales of assets
- $433,229
Expenses
- Grants and similar amounts paid
- $255,923
- Disbursements for charitable purposes
- $257,110
- Excise tax on investment income
- $7,611
Balance sheet and other
- Total assets, start of year
- $4,350,582
- Total assets, end of year
- $4,635,007
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,635,007
- Fair market value of assets
- $5,745,004
- Qualifying distributions
- $257,110
- Net investment income
- $576,042
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 |
|---|---|---|---|
| Suzette M Kolaga 21140 Capital Drive Suite 8, Pewaukee, WI 53072 | Trustee | 0.5 | $0 |
| Molly Ann Paasdera W243 N2710 Creekside Court, Pewaukee, WI 53072 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZETTE M KOLAGA 4450 MEADOW VIEW E, BROOKFIELD, WI 53005 | TRUSTEE | 0.5 | $0 |
| MOLLY ANN PASDERA W243 N2710 CREEKSIDE COURT, PEWAUKEE, WI 53072 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SUZETTE M KOLAGA 4450 MEADOW VIEW E, BROOKFIELD, WI 53005 | TRUSTEE | 0.5 | $0 |
| MOLLY ANN PASDERA W243 N2710 CREEKSIDE COURT, PEWAUKEE, WI 53072 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 21140 CAPITOL DR STE 8, BROOKFIELD, WI 53072-2906
- In care of
- % SUZETTE M KOLAGA
- Signed the 990-PF
- SUZETTE M KOLAGA, Trustee
- Phone
- (262) 783-4340
- Return prepared by
- Expert Tax & Trust Services
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
- 39-6281716
- 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
- 1977
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,635,007
- Income (IRS master file)
- $843,033
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $576,042 | $291,617 | $4,635,007 | XML |
| 990-PF | December 2024 | $368,195 | $255,838 | $4,350,582 | IRS |
| 990-PF | December 2023 | $221,772 | $276,246 | $4,238,225 | 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 39-6281716).
Questions about KOLAGA FAMILY CHARITABLE TRUST
- What is the EIN of KOLAGA FAMILY CHARITABLE TRUST?
- The employer identification number (EIN) of KOLAGA FAMILY CHARITABLE TRUST is 39-6281716.
- Is KOLAGA FAMILY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to KOLAGA FAMILY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KOLAGA FAMILY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KOLAGA FAMILY CHARITABLE TRUST 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 KOLAGA FAMILY CHARITABLE TRUST 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 KOLAGA FAMILY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does KOLAGA FAMILY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $576,042, expenses of $291,617 and total assets of $4,635,007 at year end.
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