Nonprofit · EIN 39-6540051
PAUL W LUEBKE TR
Tax-exempt · GREEN BAY, WI 54307
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $16,438 | $21,865 | -$5,427 | $266,903 | $0 | $266,903 |
| December 31, 2024 | 990-PF | $24,554 | $20,573 | $3,981 | $271,759 | $0 | $271,759 |
| December 31, 2023 | 990-PF | $17,976 | $20,920 | -$2,944 | $269,846 | $0 | $269,846 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,806
- Net gain from sales of assets
- $6,632
Expenses
- Grants and similar amounts paid
- $16,254
- Compensation of officers, directors and key employees
- $5,526
- Disbursements for charitable purposes
- $17,635
- Excise tax on investment income
- $168
Balance sheet and other
- Total assets, start of year
- $271,759
- Total assets, end of year
- $266,903
- Total liabilities, end of year
- $0
- Net assets, end of year
- $266,903
- Fair market value of assets
- $378,518
- Qualifying distributions
- $17,635
- Net investment income
- $16,308
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 |
|---|---|---|---|
| ASSOCIATED TRUST COMPANY PO BOX 12800, GREEN BAY, WI 543072800 | TRUSTEE | 1 | $5,526 |
| Tim Parker 200 Washington St Suite 120, Wausau, WI 54403 | Executive Director, Community Foundation | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASSOCIATED TRUST COMPANY PO BOX 12800, GREEN BAY, WI 543072800 | TRUSTEE | 1 | $5,389 |
| Jean Tehan 500 1st Street 2600, Wausau, WI 54403 | Executive Director, Community Foundation | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASSOCIATED TRUST COMPANY PO BOX 12800, GREEN BAY, WI 543072800 | TRUSTEE | 1 | $5,038 |
| Jean Tehan 500 1st Street 2600, Wausau, WI 54403 | Executive Director, Community Foundation | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12800, GREEN BAY, WI 54307-2800
- In care of
- % ASSO TR CO NA
- Signed the 990-PF
- KATHERINE M RONDEAU, TRUSTEE
- Phone
- (920) 733-3104
- Return prepared by
- ERNST & YOUNG US 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 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
- 39-6540051
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $266,903
- Income (IRS master file)
- $27,647
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $16,438 | $21,865 | $266,903 | IRS |
| 990-PF | December 2024 | $24,554 | $20,573 | $271,759 | IRS |
| 990-PF | December 2023 | $17,976 | $20,920 | $269,846 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 39-6540051).
Questions about PAUL W LUEBKE TR
- What is the EIN of PAUL W LUEBKE TR?
- The employer identification number (EIN) of PAUL W LUEBKE TR is 39-6540051.
- Is PAUL W LUEBKE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does PAUL W LUEBKE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL W LUEBKE 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 PAUL W LUEBKE 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 PAUL W LUEBKE TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $5,526 (ASSOCIATED TRUST COMPANY, TRUSTEE).
- How much revenue does PAUL W LUEBKE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $16,438, expenses of $21,865 and total assets of $266,903 at year end.
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