Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 39-6658771

LORETTA K VOGT CHAR TR

Also known as VAN DE WATER LORNA M TTEE

Tax-exempt · SHEBOYGAN, WI 53081

Financials

$322K$240K2023$498K$282K2024
Revenue Expenses · by fiscal year end
Financials of LORETTA K VOGT CHAR TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$498,412$281,929$216,483$11,779,208$228,700$11,550,508
December 31, 2023990$322,217$239,904$82,313$11,523,225$189,200$11,334,025
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$498,412
Net gain from sales of assets
$197,140
Other revenue
$0

Expenses

Grants and similar amounts paid
$228,700
Compensation of officers, directors and key employees
$48,022
Salaries, compensation and benefits (total)
$52,000
Professional fundraising fees
$0
Program services (functional)
$281,929

Balance sheet and other

Total assets, start of year
$11,523,225
Total assets, end of year
$11,779,208
Total liabilities, end of year
$228,700
Net assets, end of year
$11,550,508
Publicly traded securities
$7,715,605
Gross receipts
$760,747
Employees
1
Year formed
1992
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, 2024, highest compensation first.

NameTitleHours / weekCompensation
DAVID A VAN DE WATERTRUSTEE
Trustee or director
40$38,022
LORNA M VAN DE WATERTRUSTEE
Trustee or director
20$10,000
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
DAVID A VAN DE WATERTRUSTEE
Trustee or director
40$35,000
LORNA M VAN DE WATERTRUSTEE
Trustee or director
20$10,252

Address and contacts

Address (IRS master file)
802 MICHIGAN AVE, SHEBOYGAN, WI 53081-3438
In care of
% LORNA M VAN DE WATER
Principal officer (990 for 2024)
DAVID A VAN DE WATER, 802 MICHIGAN AVENUE, SHEBOYGAN, WI 53081
Signed the 990
DAVID A VAN DE WATER, TRUSTEE
Phone
(920) 457-7737
Return prepared by
KONKEL ACCOUNTING LLC

Mission

PROVIDE EDUCATIONAL SCHOLARSHIPS

990 for the year ended December 31, 2024

Program accomplishments

  • SHEBOYGAN NORTH HIGH SCHOOL 1042 SCHOOL AVENUE, SHEBOYGAN WI 53083 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES
    Expenses $89,350 · grants $74,350 · revenue $150,000
  • SHEBOYGAN SOUTH HIGH SCHOOL 3128 SOUTH 12TH STREET, SHEBOYGAN WI 53083 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES
    Expenses $89,350 · grants $74,350 · revenue $150,000
  • PLYMOUTH HIGH SCHOOL 125 HIGHLAND AVENUE, PLYMOUTH WI 53073 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES
    Expenses $103,229 · grants $80,000 · revenue $198,411

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-6658771
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
1999
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$11,779,208
Income (IRS master file)
$760,747

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$498,412$281,929$11,779,208XML
990December 2023$322,217$239,904$11,523,225XML
990December 2022$297,390$251,076$11,398,672IRS
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 39-6658771).

Questions about LORETTA K VOGT CHAR TR

What is the EIN of LORETTA K VOGT CHAR TR?
The employer identification number (EIN) of LORETTA K VOGT CHAR TR is 39-6658771.
Is LORETTA K VOGT CHAR TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to LORETTA K VOGT CHAR TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does LORETTA K VOGT CHAR 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 LORETTA K VOGT CHAR TR 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 LORETTA K VOGT CHAR TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of LORETTA K VOGT CHAR TR?
The 990 for the year ended December 31, 2024 names DAVID A VAN DE WATER.
Who are the officers and directors of LORETTA K VOGT CHAR TR?
The 990 for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $38,022 (DAVID A VAN DE WATER, TRUSTEE).
How much revenue does LORETTA K VOGT CHAR TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $498,412, expenses of $281,929 and total assets of $11,779,208 at year end.

Other nonprofits in SHEBOYGAN

All nonprofits in SHEBOYGAN · Wisconsin · Education