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Nonprofit · EIN 39-6420214

IZNA AND ARDEN LONGCROFT MASONIC TR

Tax-exempt · BERLIN, WI 54923

Financials

$10K$5K2023$16K$5912024$17K$8K2025
Revenue Expenses · by fiscal year end
Financials of IZNA AND ARDEN LONGCROFT MASONIC TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$16,968$8,097$8,871$240,949$0$240,949
December 31, 2024990-PF$15,831$591$15,240$232,078$0$232,078
December 31, 2023990-PF$10,021$5,427$4,594$216,838$0$216,838
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,642
Interest
$26
Net gain from sales of assets
$11,300

Expenses

Grants and similar amounts paid
$7,400
Disbursements for charitable purposes
$8,097
Excise tax on investment income
$236

Balance sheet and other

Total assets, start of year
$232,078
Total assets, end of year
$240,949
Total liabilities, end of year
$0
Net assets, end of year
$240,949
Fair market value of assets
$257,949
Qualifying distributions
$8,097
Net investment income
$16,968

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
Gerald Werch
1353 Chicago Rd, Redgranite, WI 54970
Trustee0$0
David Barbola
282 E Marquette St, Berlin, WI 54923
Trustee0$0
Andrew Werch
544 Broadway St, Berlin, WI 54923
Trustee0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
GERALD WERCH
1353 CHICAGO RD, REDGRANITE, WI 54970
TRUSTEE0$0
DAVID BARBOLA
282 E MARQUETTE ST, BERLIN, WI 54923
TRUSTEE0$0
ANDREW WERCH
544 BROADWAY ST, BERLIN, WI 54923
TRUSTEE0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
GERALD WERCH
1353 CHICAGO RD, REDGRANITE, WI 54970
TRUSTEE0$0
DAVID BARBOLA
282 E MARQUETTE ST, BERLIN, WI 54923
TRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 217, BERLIN, WI 54923-0217
Signed the 990-PF
Gerald Werch, Trustee
Phone
(920) 361-1555
Return prepared by
Worth It Accounting Firm 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
39-6420214
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$240,949
Income (IRS master file)
$16,968

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$16,968$8,097$240,949IRS
990-PFDecember 2024$15,831$591$232,078XML
990-PFDecember 2023$10,021$5,427$216,838XML
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 39-6420214).

Questions about IZNA AND ARDEN LONGCROFT MASONIC TR

What is the EIN of IZNA AND ARDEN LONGCROFT MASONIC TR?
The employer identification number (EIN) of IZNA AND ARDEN LONGCROFT MASONIC TR is 39-6420214.
Is IZNA AND ARDEN LONGCROFT MASONIC TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to IZNA AND ARDEN LONGCROFT MASONIC TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does IZNA AND ARDEN LONGCROFT MASONIC TR file?
Form 990-PF. Private foundations file every year.
When is the next return of IZNA AND ARDEN LONGCROFT MASONIC TR 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 IZNA AND ARDEN LONGCROFT MASONIC TR 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 IZNA AND ARDEN LONGCROFT MASONIC TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does IZNA AND ARDEN LONGCROFT MASONIC TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,968, expenses of $8,097 and total assets of $240,949 at year end.

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