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Nonprofit · EIN 39-6719617

JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999

Also known as PETE HOEFT SUCC TTEE

Tax-exempt · GREEN BAY, WI 54301

Financials

$260K$351K2023$133K$381K2024$202K$410K2025
Revenue Expenses · by fiscal year end
Financials of JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$201,831$409,793-$207,962$5,388,575$0$5,388,575
December 31, 2024990-PF$133,492$381,282-$247,790$5,594,845$0$5,594,845
December 31, 2023990-PF$260,478$351,196-$90,718$5,841,543$0$5,841,543
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$163,081
Net gain from sales of assets
$29,396
Other income
$9,354

Expenses

Grants and similar amounts paid
$355,000
Compensation of officers, directors and key employees
$47,263
Disbursements for charitable purposes
$367,698
Excise tax on investment income
$2,228

Balance sheet and other

Total assets, start of year
$5,594,845
Total assets, end of year
$5,388,575
Total liabilities, end of year
$0
Net assets, end of year
$5,388,575
Fair market value of assets
$8,504,419
Qualifying distributions
$367,698
Net investment income
$200,509

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.

NameTitleHours / weekCompensation
NICOLET NATIONAL BANK
111 N WASHINGTON ST, GREEN BAY, WI 54301
TRUSTEE1$43,263
MICHAEL NELSON
138 S CLAY ST, DE PERE, WI 54115
CO-TRUSTEE1$2,000
MIKE DORSCH
230 BEAU RIVAGE CT, DE PERE, WI 54115
CO-TRUSTEE1$2,000
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
NICOLET NATIONAL BANK
111 N WASHINGTON ST, GREEN BAY, WI 54301
TRUSTEE1$44,942
MICHAEL NELSON
138 S CLAY ST, DE PERE, WI 54115
CO-TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
NICOLET NATIONAL BANK
111 N WASHINGTON ST, GREEN BAY, WI 54301
TRUSTEE1$38,291
MICHAEL NELSON
138 S CLAY ST, DE PERE, WI 54115
CO-TRUSTEE1$0

Address and contacts

Address (IRS master file)
111 N WASHINGTON STREET, GREEN BAY, WI 54301-4255
In care of
% NICOLET NATIONAL BANK
Signed the 990-PF
CAMERON GIESE, Officer
Phone
(866) 888-5157
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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6719617
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
2000
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,388,575
Income (IRS master file)
$1,459,445

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$201,831$409,793$5,388,575IRS
990-PFDecember 2024$133,492$381,282$5,594,845IRS
990-PFDecember 2023$260,478$351,196$5,841,543XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 39-6719617).

Questions about JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999

What is the EIN of JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999?
The employer identification number (EIN) of JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999 is 39-6719617.
Is JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
Are donations to JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999 file?
Form 990-PF. Private foundations file every year.
When is the next return of JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999 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 JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999 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 JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $43,263 (NICOLET NATIONAL BANK, TRUSTEE).
How much revenue does JOSEPH & SARAH VAN DRISSE CHARITABLE TRUST UAD 12-1-1999 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $201,831, expenses of $409,793 and total assets of $5,388,575 at year end.

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