Nonprofit · EIN 39-6681155
PLUNKETT FAM FOUNDATION
Also known as PLUNKETT KATHERINE K TTEE
Tax-exempt · MILWAUKEE, WI 53217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $61,651 | $50,633 | $11,018 | $191,332 | $0 | $191,332 |
| December 31, 2024 | 990-PF | $20,124 | $52,569 | -$32,445 | $180,314 | $0 | $180,314 |
| December 31, 2023 | 990-PF | $94,715 | $82,407 | $12,308 | $212,759 | $0 | $212,759 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $4,873
- Interest
- $7
- Net gain from sales of assets
- $56,771
Expenses
- Grants and similar amounts paid
- $27,500
- Compensation of officers, directors and key employees
- $8,000
- Disbursements for charitable purposes
- $48,376
- Excise tax on investment income
- $826
Balance sheet and other
- Total assets, start of year
- $180,314
- Total assets, end of year
- $191,332
- Total liabilities, end of year
- $0
- Net assets, end of year
- $191,332
- Fair market value of assets
- $500,234
- Qualifying distributions
- $48,376
- Net investment income
- $61,651
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 |
|---|---|---|---|
| ROBERT G PLUNKETT 51 BIRCH ROAD, DARIEN, CT 06820 | TRUSTEE | 1 | $2,000 |
| KAREN W PLUNKETT 4930 N WOODBURN ST, MILWAUKEE, WI 53217 | TRUSTEE | 1 | $2,000 |
| KATHERINE PLUNKETT 7424 RIGGS LANE, OVERLAND PARK, KS 66204 | TRUSTEE | 1 | $2,000 |
| LAURA PLUNKETT 5811 N AMES TERRACE, GLENDALE, WI 53209 | TRUSTEE | 1 | $2,000 |
| GWENDOLYN G PLUNKETT 8500 NORTH RIVER ROAD, RIVER HILLS, WI 53217 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT G PLUNKETT 51 BIRCH ROAD, DARIEN, CT 06820 | TRUSTEE | 1 | $2,000 |
| KAREN W PLUNKETT 4930 N WOODBURN ST, MILWAUKEE, WI 53217 | TRUSTEE | 1 | $2,000 |
| KATHERINE PLUNKETT 7424 RIGGS LANE, OVERLAND PARK, KS 66204 | TRUSTEE | 1 | $2,000 |
| LAURA PLUNKETT 5811 N AMES TERRACE, GLENDALE, WI 53209 | TRUSTEE | 1 | $2,000 |
| GWENDOLYN G PLUNKETT 8500 NORTH RIVER ROAD, RIVER HILLS, WI 53217 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN W PLUNKETT 4930 N WOODBURN ST, MILWAUKEE, WI 53217 | TRUSTEE | 1 | $5,000 |
| ROBERT G PLUNKETT 51 BIRCH ROAD, DARIEN, CT 06820 | TRUSTEE | 1 | $2,000 |
| KATHERINE PLUNKETT DAVIS 7424 RIGGS LANE, OVERLAND PARK, KS 66204 | TRUSTEE | 1 | $2,000 |
| LAURA PLUNKETT 5811 N AMES TERRACE, GLENDALE, WI 53209 | TRUSTEE | 1 | $2,000 |
| GWENDOLYN G PLUNKETT 8500 NORTH RIVER ROAD, RIVER HILLS, WI 53217 | TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 4930 N WOODBURN ST, MILWAUKEE, WI 53217-6065
- Signed the 990-PF
- KAREN PLUNKETT, TRUSTEE
- Phone
- (414) 403-4878
- Return prepared by
- SCHUMACHER SAMA 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
- 39-6681155
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $191,332
- Income (IRS master file)
- $82,236
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $61,651 | $50,633 | $191,332 | IRS |
| 990-PF | December 2024 | $20,124 | $52,569 | $180,314 | IRS |
| 990-PF | December 2023 | $94,715 | $82,407 | $212,759 | 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 39-6681155).
Questions about PLUNKETT FAM FOUNDATION
- What is the EIN of PLUNKETT FAM FOUNDATION?
- The employer identification number (EIN) of PLUNKETT FAM FOUNDATION is 39-6681155.
- Is PLUNKETT FAM FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to PLUNKETT FAM FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PLUNKETT FAM FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PLUNKETT FAM FOUNDATION 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 PLUNKETT FAM FOUNDATION 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 PLUNKETT FAM FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 4 received compensation from the organization, the highest $2,000 (ROBERT G PLUNKETT, TRUSTEE).
- How much revenue does PLUNKETT FAM FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $61,651, expenses of $50,633 and total assets of $191,332 at year end.
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