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Nonprofit · EIN 39-6570412

FORWARD EMDOWMENT TR

Tax-exempt · GREEN BAY, WI 54307

Financials

$37K$13K2023$57K$15K2024$55K$22K2025
Revenue Expenses · by fiscal year end
Financials of FORWARD EMDOWMENT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$55,129$21,838$33,291$754,644$0$754,644
December 31, 2024990$56,862$15,057$41,805$721,372$0$721,372
December 31, 2023990$37,046$12,552$24,494$678,484$0$678,484
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$7,950
Program service revenue
$0
Investment income
$47,179
Net gain from sales of assets
$21,565
Other revenue
$0

Expenses

Grants and similar amounts paid
$12,875
Compensation of officers, directors and key employees
$8,807
Salaries, compensation and benefits (total)
$8,807
Professional fundraising fees
$0
Program services (functional)
$12,875
Management and general (functional)
$8,963

Balance sheet and other

Total assets, start of year
$721,372
Total assets, end of year
$754,644
Total liabilities, end of year
$0
Net assets, end of year
$754,644
Publicly traded securities
$693,632
Gross receipts
$61,820
Employees
0
Volunteers
7
Year formed
1993
State of legal domicile
WI

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
ASSOCIATED TRUST COMPANYTRUSTEE
Institutional trustee
–$8,807
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
ASSOCIATED TRUST COMPANYTRUSTEE
Institutional trustee
–$8,209
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ASSOCIATED TRUST COMPANYTRUSTEE
Institutional trustee
–$7,326

Address and contacts

Address (IRS master file)
PO BOX 12800, GREEN BAY, WI 54307-2800
In care of
% ASSOCIATED BANK LAKESHORE TTEE
Signed the 990
ASSOCIATED TRUST COMPANY NA, TRUSTEE
Phone
(920) 327-5610
Return prepared by
ERNST & YOUNG US LLP

Mission

TO FUND PROJECTS RELATING TO CONSERVATION AND RELATED EDUCATION

990 for the year ended December 31, 2025

Program accomplishments

  • MANITOWOC COUNTY PARK & PLANNING
    Expenses $12,875 · grants $12,875

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-6570412
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Environment (C30Z)
Assets (IRS master file)
$754,644
Income (IRS master file)
$61,820

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$55,129$21,838$754,644IRS
990December 2024$56,862$15,057$721,372IRS
990December 2023$37,046$12,552$678,484XML
990December 2022$15,349$11,085$655,110IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2019–––IRS
990December 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 39-6570412).

Questions about FORWARD EMDOWMENT TR

What is the EIN of FORWARD EMDOWMENT TR?
The employer identification number (EIN) of FORWARD EMDOWMENT TR is 39-6570412.
Is FORWARD EMDOWMENT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to FORWARD EMDOWMENT TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does FORWARD EMDOWMENT TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of FORWARD EMDOWMENT 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 FORWARD EMDOWMENT TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who are the officers and directors of FORWARD EMDOWMENT TR?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,807 (ASSOCIATED TRUST COMPANY, TRUSTEE).
How much revenue does FORWARD EMDOWMENT TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $55,129, expenses of $21,838 and total assets of $754,644 at year end.

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