Nonprofit · EIN 39-6646148
PAUL AND JANET HODGES TRUST
Tax-exempt · GREEN BAY, WI 54307
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $8,045 | $15,355 | -$7,310 | $229,294 | $0 | $229,294 |
| December 31, 2024 | 990-PF | $10,890 | $14,135 | -$3,245 | $235,355 | $0 | $235,355 |
| December 31, 2023 | 990-PF | -$2,179 | $14,983 | -$17,162 | $239,616 | $0 | $239,616 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $8,045
Expenses
- Grants and similar amounts paid
- $12,426
- Compensation of officers, directors and key employees
- $2,428
- Disbursements for charitable purposes
- $13,383
- Excise tax on investment income
- $86
Balance sheet and other
- Total assets, start of year
- $235,355
- Total assets, end of year
- $229,294
- Total liabilities, end of year
- $0
- Net assets, end of year
- $229,294
- Fair market value of assets
- $298,828
- Qualifying distributions
- $13,383
- Net investment income
- $8,045
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 P O BOX 12800, GREEN BAY, WI 54307 | TRUSTEE | 1 | $2,428 |
| Bruce Body 209 9th Street West, Bradenton, FL 34205 | PRESIDENT/BOARD OF DIRECTORS | 1 | $0 |
| Rob Moran 209 9th Street West, Bradenton, FL 34205 | TREASURER/BOARD OF DIRECTORS | 1 | $0 |
| Christine Meyer 209 9th Street West, Bradenton, FL 34205 | VP/Board of Directors | 1 | $0 |
| Carol Krah 209 9th Street West, Bradenton, FL 34205 | Secretary/Board of Directors | 1 | $0 |
| Roberto Andreos 209 9th Street West, Bradenton, FL 34205 | Member at Large/Board of Directors | 1 | $0 |
| Carol Bintz 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| James Brandys 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Ted Camp 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Linda Enberg 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Andrew Gerth 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Mary Hoagland 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Donna Morrison 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Jan Pullen 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Daryl Shepherd 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathy Simon-McDonald 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Jacquelyn Taylor 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Carla Nierman 209 9th Street West, Bradenton, FL 34205 | Executive Director/Board of Directors | 1 | $0 |
990-PF for the year ended December 31, 2024: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASSOCIATED TRUST COMPANY P O BOX 12800, GREEN BAY, WI 54307 | TRUSTEE | 1 | $2,375 |
| Bruce Body 209 9th Street West, Bradenton, FL 34205 | PRESIDENT/BOARD OF DIRECTORS | 1 | $0 |
| Rob Moran 209 9th Street West, Bradenton, FL 34205 | TREASURER/BOARD OF DIRECTORS | 1 | $0 |
| Christine Meyer 209 9th Street West, Bradenton, FL 34205 | VP/Board of Directors | 1 | $0 |
| Carol Krah 209 9th Street West, Bradenton, FL 34205 | Secretary/Board of Directors | 1 | $0 |
| Roberto Andreos 209 9th Street West, Bradenton, FL 34205 | Member at Large/Board of Directors | 1 | $0 |
| Carol Bintz 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| James Brandys 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Ted Camp 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Linda Enberg 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Andrew Gerth 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Mary Hoagland 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Donna Morrison 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Jan Pullen 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Daryl Shepherd 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Kathy Simon-McDonald 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Jacquelyn Taylor 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Carla Nierman 209 9th Street West, Bradenton, FL 34205 | Executive Director/Board of Directors | 1 | $0 |
990-PF for the year ended December 31, 2023: 18 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASSOCIATED TRUST COMPANY P O BOX 12800, GREEN BAY, WI 54307 | TRUSTEE | 1 | $2,350 |
| Bruce Body 209 9th Street West, Bradenton, FL 34205 | PRESIDENT/BOARD OF DIRECTORS | 1 | $0 |
| Rob Moran 209 9th Street West, Bradenton, FL 34205 | TREASURER/BOARD OF DIRECTORS | 1 | $0 |
| Christine Meyer 209 9th Street West, Bradenton, FL 34205 | VP/Board of Directors | 1 | $0 |
| Carol Krah 209 9th Street West, Bradenton, FL 34205 | Secretary/Board of Directors | 1 | $0 |
| Roberto Andreos 209 9th Street West, Bradenton, FL 34205 | Member at Large/Board of Directors | 1 | $0 |
| Carol Bintz 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| James Brandys 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Ted Camp 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Linda Enberg 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Andrew Gerth 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Mary Hoagland 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Donna Morrison 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Jan Pullen 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Daryl Shepherd 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Kathy Simon-McDonald 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Jacquelyn Taylor 209 9th Street West, Bradenton, FL 34205 | Board of Directors | 1 | $0 |
| Carla Nierman 209 9th Street West, Bradenton, FL 34205 | Executive Director/Board of Directors | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 12800, GREEN BAY, WI 54307-2800
- In care of
- % ASSOCIATED BANK TTEE
- Signed the 990-PF
- KATHERINE M RONDEAU, TRUSTEE
- Phone
- (920) 327-5610
- 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
- 39-6646148
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $229,294
- Income (IRS master file)
- $8,045
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $8,045 | $15,355 | $229,294 | IRS |
| 990-PF | December 2024 | $10,890 | $14,135 | $235,355 | IRS |
| 990-PF | December 2023 | -$2,179 | $14,983 | $239,616 | 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 39-6646148).
Questions about PAUL AND JANET HODGES TRUST
- What is the EIN of PAUL AND JANET HODGES TRUST?
- The employer identification number (EIN) of PAUL AND JANET HODGES TRUST is 39-6646148.
- Is PAUL AND JANET HODGES TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does PAUL AND JANET HODGES TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PAUL AND JANET HODGES TRUST 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 AND JANET HODGES TRUST 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 AND JANET HODGES TRUST?
- The 990-PF for the year ended December 31, 2025 lists 18 people; 1 received compensation from the organization, the highest $2,428 (ASSOCIATED TRUST COMPANY, TRUSTEE).
- How much revenue does PAUL AND JANET HODGES TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,045, expenses of $15,355 and total assets of $229,294 at year end.
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