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Nonprofit · EIN 39-6636958

LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO

Also known as N WI CTR FOR THE DEVELOP DISABLED

Tax-exempt · WISC RAPIDS, WI 54495

Financials

$37K$42K2023$60K$41K2024$54K$43K2025
Revenue Expenses · by fiscal year end
Financials of LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$54,091$43,495$10,596$794,738$0$794,738
December 31, 2024990$59,847$41,498$18,349$784,142$0$784,142
December 31, 2023990$36,894$42,022-$5,128$765,793$0$765,793
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$54,091
Net gain from sales of assets
$25,846
Other revenue
$0

Expenses

Grants and similar amounts paid
$29,323
Compensation of officers, directors and key employees
$12,222
Salaries, compensation and benefits (total)
$12,222
Professional fundraising fees
$0
Accounting fees
$1,950
Program services (functional)
$29,323
Management and general (functional)
$14,172

Balance sheet and other

Total assets, start of year
$784,142
Total assets, end of year
$794,738
Total liabilities, end of year
$0
Net assets, end of year
$794,738
Publicly traded securities
$726,057
Gross receipts
$95,533
Employees
0
Year formed
1996
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
WOODTRUST BANKTRUSTEE
Institutional trustee
2$12,222
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WOODTRUST BANKTRUSTEE
Institutional trustee
2$12,005
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WOODTRUST BANKTRUSTEE
Institutional trustee
2$11,281

Address and contacts

Address (IRS master file)
PO BOX 8000, WISC RAPIDS, WI 54495-8000
In care of
% WOOD COUNTY TR CO
Principal officer (990 for 2025)
WOODTRUST BANK, 181 2ND ST S, P O BOX 8000, WISCONSIN RAPIDS, WI 544958000
Signed the 990
WOODTRUST BANK, TRUSTEE
Phone
(715) 423-6800
Return prepared by
BECKER AND KUMM CPAS

Mission

TO FUND CHARITABLE BENEFICIARY

990 for the year ended December 31, 2025

Program accomplishments

  • ALL INCOME IS DISTRIBUTED TO QUALIFIED CHARITABLE BENEFICIARY
    Expenses $29,323 · grants $29,323

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
39-6636958
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$794,738
Income (IRS master file)
$95,533

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$54,091$43,495$794,738IRS
990December 2024$59,847$41,498$784,142IRS
990December 2023$36,894$42,022$765,793XML
990December 2022$19,844$45,669$770,921IRS
990December 2021–––IRS
990December 2020–––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 39-6636958).

Questions about LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO

What is the EIN of LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO?
The employer identification number (EIN) of LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO is 39-6636958.
Is LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO 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 LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO 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 LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO?
The 990 for the year ended December 31, 2025 names WOODTRUST BANK.
Who are the officers and directors of LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $12,222 (WOODTRUST BANK, TRUSTEE).
How much revenue does LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO have?
On its 990 for the year ended December 31, 2025 it reported revenue of $54,091, expenses of $43,495 and total assets of $794,738 at year end.

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