Nonprofit · EIN 39-6548517
HAROLD C KALLIES CHARITABLE TRUST
Tax-exempt · NEENAH, WI 54957
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $298,463 | $194,877 | $103,586 | $2,499,192 | $0 | $2,499,192 |
| December 31, 2023 | 990-PF | $231,863 | $188,974 | $42,889 | $2,396,042 | $0 | $2,396,042 |
| December 31, 2022 | 990-PF | $7,692 | $208,226 | -$200,534 | $2,350,848 | $0 | $2,350,848 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $76,773
- Net gain from sales of assets
- $220,267
- Other income
- $1,423
Expenses
- Grants and similar amounts paid
- $151,000
- Compensation of officers, directors and key employees
- $36,721
- Disbursements for charitable purposes
- $179,691
- Excise tax on investment income
- $3,988
Balance sheet and other
- Total assets, start of year
- $2,396,042
- Total assets, end of year
- $2,499,192
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,499,192
- Fair market value of assets
- $3,384,828
- Qualifying distributions
- $179,691
- Net investment income
- $297,040
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEGACY PRIVATE TRUST COMPANY PO BOX 649, NEENAH, WI 549570649 | CO-TRUSTEE | 6 | $33,721 |
| JOHN M JAGEMANN 621 YORK ST, MANITOWOC, WI 54220 | CO-TRUSTEE | 5 | $2,000 |
| ROBERT PIETROSKE 506 FOREST DR, MANITOWOC, WI 54220 | ALLOC-COMMITTEE | 1 | $500 |
| THOMAS J BARE 827 MEMORIAL DR, MANITOWOC, WI 54220 | ALLOC COMMITTEE | 1 | $500 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEGACY PRIVATE TRUST COMPANY PO BOX 649, NEENAH, WI 549570649 | CO-TRUSTEE | 6 | $30,993 |
| JOHN M JAGEMANN 621 YORK ST, MANITOWOC, WI 54220 | CO-TRUSTEE | 5 | $2,000 |
| ROBERT PIETROSKE 506 FOREST DR, MANITOWOC, WI 54220 | ALLOC-COMMITTEE | 1 | $500 |
| THOMAS J BARE 827 MEMORIAL DR, MANITOWOC, WI 54220 | ALLOC COMMITTEE | 1 | $500 |
990-PF for the year ended December 31, 2022: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEGACY PRIVATE TRUST COMPANY PO BOX 649, NEENAH, WI 549570649 | CO-TRUSTEE | 6 | $32,448 |
| JOHN M JAGEMANN 621 YORK ST, MANITOWOC, WI 54220 | CO-TRUSTEE | 5 | $2,000 |
| ROBERT PIETROSKE 506 FOREST DR, MANITOWOC, WI 54220 | ALLOC-COMMITTEE | 1 | $500 |
| THOMAS J BARE 827 MEMORIAL DR, MANITOWOC, WI 54220 | ALLOOC COMMITTEE | 1 | $500 |
Address and contacts
- Address (IRS master file)
- PO BOX 649, NEENAH, WI 54957-0649
- In care of
- % LEGACY PRIVATE TRUST CO
- Signed the 990-PF
- LEGACY PRIVATE TRUST, TRUSTEE
- Phone
- (920) 967-5020
- Return prepared by
- TRUST PROCESSING SOLUTIONS
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 | Not 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
- 39-6548517
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $2,499,192
- Income (IRS master file)
- $1,373,606
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $298,463 | $194,877 | $2,499,192 | IRS |
| 990-PF | December 2023 | $231,863 | $188,974 | $2,396,042 | XML |
| 990-PF | December 2022 | $7,692 | $208,226 | $2,350,848 | XML |
| 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 39-6548517).
Questions about HAROLD C KALLIES CHARITABLE TRUST
- What is the EIN of HAROLD C KALLIES CHARITABLE TRUST?
- The employer identification number (EIN) of HAROLD C KALLIES CHARITABLE TRUST is 39-6548517.
- Is HAROLD C KALLIES CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Which annual return does HAROLD C KALLIES CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAROLD C KALLIES CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HAROLD C KALLIES CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of HAROLD C KALLIES CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 4 received compensation from the organization, the highest $33,721 (LEGACY PRIVATE TRUST COMPANY, CO-TRUSTEE).
- How much revenue does HAROLD C KALLIES CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $298,463, expenses of $194,877 and total assets of $2,499,192 at year end.
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