Nonprofit · EIN 39-6591984
A & J REWALD SCHOLORSHIP TR
Tax-exempt · MILWAUKEE, WI 53214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $976,470 | $583,947 | $392,523 | $8,910,099 | $0 | $8,910,099 |
| December 31, 2024 | 990-PF | $749,596 | $539,970 | $209,626 | $8,516,522 | $0 | $8,516,522 |
| December 31, 2023 | 990-PF | $513,513 | $513,664 | -$151 | $8,307,020 | $0 | $8,307,020 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $297,261
- Net gain from sales of assets
- $677,099
- Other income
- $2,110
Expenses
- Grants and similar amounts paid
- $499,391
- Compensation of officers, directors and key employees
- $69,510
- Disbursements for charitable purposes
- $499,391
- Excise tax on investment income
- $12,555
Balance sheet and other
- Total assets, start of year
- $8,516,522
- Total assets, end of year
- $8,910,099
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,910,099
- Fair market value of assets
- $11,224,498
- Qualifying distributions
- $499,391
- Net investment income
- $976,470
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 |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST CO 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 1 | $63,510 |
| STEVEN J VONDERHEIDE 3502 SEQUOIA CIRCLE, WAUKESHA, WI 53188 | COMMITTEE MEMBER | 1 | $3,000 |
| JOHN SMITH 316 HIGHRIDGE RD, BURLINGTON, WI 53105 | COMMITTEE MEMBER | 1 | $3,000 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST CO 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TRUSTEE | 1 | $61,553 |
| STEVEN J VONDERHEIDE 3502 SEQUOIA CIRCLE, WAUKESHA, WI 53188 | COMMITTEE MEMBER | 1 | $3,000 |
| JOHN SMITH 316 HIGHRIDGE RD, BURLINGTON, WI 53105 | COMMITTEE MEMBER | 1 | $3,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIDWEST INSTITUTIONAL TRUST CO 10700 Research Drive Suite 205, Wauwatosa, WI 532263460 | TTEE | 1 | $65,150 |
Address and contacts
- Address (IRS master file)
- C/O ARGENT TRUST CO 115 S 84 ST STE, MILWAUKEE, WI 53214-0000
- In care of
- % MARSHALL & ILSLEY TRUST CO
- Signed the 990-PF
- MIDWEST INSTITUTIONAL TRUST COMPANY, Business Suppor
- Phone
- (414) 875-3240
- Return prepared by
- ERNST & YOUNG 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
- 39-6591984
- 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
- 1994
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82Z)
- Assets (IRS master file)
- $8,910,099
- Income (IRS master file)
- $3,156,378
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $976,470 | $583,947 | $8,910,099 | IRS |
| 990-PF | December 2024 | $749,596 | $539,970 | $8,516,522 | IRS |
| 990-PF | December 2023 | $513,513 | $513,664 | $8,307,020 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 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 39-6591984).
Questions about A & J REWALD SCHOLORSHIP TR
- What is the EIN of A & J REWALD SCHOLORSHIP TR?
- The employer identification number (EIN) of A & J REWALD SCHOLORSHIP TR is 39-6591984.
- Is A & J REWALD SCHOLORSHIP TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
- Are donations to A & J REWALD SCHOLORSHIP TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does A & J REWALD SCHOLORSHIP TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of A & J REWALD SCHOLORSHIP 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 A & J REWALD SCHOLORSHIP 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 A & J REWALD SCHOLORSHIP TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $63,510 (MIDWEST INSTITUTIONAL TRUST CO, TRUSTEE).
- How much revenue does A & J REWALD SCHOLORSHIP TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $976,470, expenses of $583,947 and total assets of $8,910,099 at year end.
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