Skip to main content

Nonprofit · EIN 39-6413619

ROBERT T MEYER FOUNDATION

Tax-exempt · GREEN BAY, WI 54307

Financials

$76K$73K2023$142K$123K2024$176K$133K2025
Revenue Expenses · by fiscal year end
Financials of ROBERT T MEYER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$175,552$133,333$42,219$1,190,447$0$1,190,447
December 31, 2024990-PF$141,957$123,167$18,790$1,148,230$0$1,148,230
December 31, 2023990-PF$76,485$73,319$3,166$1,129,440$0$1,129,440
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$92,874
Net gain from sales of assets
$82,678

Expenses

Grants and similar amounts paid
$110,000
Compensation of officers, directors and key employees
$18,893
Disbursements for charitable purposes
$110,775
Excise tax on investment income
$2,167

Balance sheet and other

Total assets, start of year
$1,148,230
Total assets, end of year
$1,190,447
Total liabilities, end of year
$0
Net assets, end of year
$1,190,447
Fair market value of assets
$2,556,606
Qualifying distributions
$110,775
Net investment income
$175,552

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
ASSOCIATED TRUST COMPANY NA
PO BOX 192800, GREEN BAY, WI 543072800
CO-TRUSTEE2$18,893
CHRISTINE E MAYER
6519 CROWN COLONY PLACE 201, NAPLES, FL 34108
PRESIDENT/CO-TRUSTEE1$0
SUSAN K JAMES
E 649 MACCO ROAD, LUXEMBURG, WI 54217
VICE PRESIDENT/CO-TRUSTEE1$0
SCOTT MAYER
2211 MIDDLETON BEACH ROAD, MIDDLETON, WI 53562
TREASURER1$0
ELIZABETH S JAMES-LIPSCOMB
5360 HWY M, WEST BEND, WI 53095
SECRETARY1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
ASSOCIATED TRUST COMPANY NA
PO BOX 192800, GREEN BAY, WI 543072800
CO-TRUSTEE2$18,158
CHRISTINE E MAYER
6519 CROWN COLONY PLACE 201, NAPLES, FL 34108
PRESIDENT/CO-TRUSTEE1$0
SUSAN K JAMES
E 649 MACCO ROAD, LUXEMBURG, WI 54217
VICE PRESIDENT/CO-TRUSTEE1$0
SCOTT MAYER
2211 MIDDLETON BEACH ROAD, MIDDLETON, WI 53562
TREASURER1$0
ELIZABETH S JAMES-LIPSCOMB
5360 HWY M, WEST BEND, WI 53095
SECRETARY1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
Associated Trust Company NA
PO Box 192800, Green Bay, WI 543072800
Co-Trustee2$16,884
Christine E Mayer
6519 Crown Colony Place 201, Naples, FL 34108
President/Co-Trustee1$0
Susan K James
E 649 Macco Road, Luxemburg, WI 54217
Vice President/Co-Trustee1$0
Scott Mayer
2211 Middleton Beach Road, Middleton, WI 53562
Treasurer1$0
Elizabeth S James-Lipscomb
5360 Hwy M, West Bend, WI 53095
Secretary1$0

Address and contacts

Address (IRS master file)
PO BOX 12800, GREEN BAY, WI 54307-2800
Signed the 990-PF
ASSOCIATED BANK, CO-TRUSTEE
Phone
(920) 432-5536
Return prepared by
HAWKINS ASH CPAS 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 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
39-6413619
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
1986
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,190,447
Income (IRS master file)
$185,547

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$175,552$133,333$1,190,447XML
990-PFDecember 2024$141,957$123,167$1,148,230IRS
990-PFDecember 2023$76,485$73,319$1,129,440XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––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 39-6413619).

Questions about ROBERT T MEYER FOUNDATION

What is the EIN of ROBERT T MEYER FOUNDATION?
The employer identification number (EIN) of ROBERT T MEYER FOUNDATION is 39-6413619.
Is ROBERT T MEYER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to ROBERT T MEYER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROBERT T MEYER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of ROBERT T MEYER FOUNDATION 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 ROBERT T MEYER FOUNDATION 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 ROBERT T MEYER FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 1 received compensation from the organization, the highest $18,893 (ASSOCIATED TRUST COMPANY NA, CO-TRUSTEE).
How much revenue does ROBERT T MEYER FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $175,552, expenses of $133,333 and total assets of $1,190,447 at year end.

Other nonprofits in GREEN BAY

All nonprofits in GREEN BAY · Wisconsin