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Nonprofit · EIN 39-6741325

GERTRUDE A FENNER EDUCATIONAL TR

Tax-exempt · GREEN BAY, WI 54307

Financials

$10K$12K2023$15K$12K2024$15K$12K2025
Revenue Expenses · by fiscal year end
Financials of GERTRUDE A FENNER EDUCATIONAL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$15,061$12,178$2,883$162,811$0$162,811
December 31, 2024990-PF$14,541$11,944$2,597$159,952$0$159,952
December 31, 2023990-PF$9,933$11,566-$1,633$157,409$0$157,409
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$5,942
Net gain from sales of assets
$9,119

Expenses

Grants and similar amounts paid
$8,000
Compensation of officers, directors and key employees
$4,003
Disbursements for charitable purposes
$9,001
Excise tax on investment income
$167

Balance sheet and other

Total assets, start of year
$159,952
Total assets, end of year
$162,811
Total liabilities, end of year
$0
Net assets, end of year
$162,811
Fair market value of assets
$261,868
Qualifying distributions
$9,001
Net investment income
$15,061

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
ASSOCIATED TRUST COMPANY
PO BOX 787, MANITOWOC, WI 542210787
TRUSTEE1$4,003
Lincoln High School
1433 S 8th St, Manitowoc, WI 54220
Assistant Principal1$0
St James Episcopal Church
434 N 8th St, Manitowoc, WI 54220
Pastor1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
ASSOCIATED TRUST COMPANY
PO BOX 787, MANITOWOC, WI 542210787
TRUSTEE1$3,828
Lincoln High School
1433 S 8th St, Manitowoc, WI 54220
Assistant Principal1$0
St James Episcopal Church
434 N 8th St, Manitowoc, WI 54220
Pastor1$0
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
ASSOCIATED TRUST COMPANY
PO BOX 787, MANITOWOC, WI 542210787
TRUSTEE1$3,493

Address and contacts

Address (IRS master file)
PO BOX 12800, GREEN BAY, WI 54307-2800
In care of
% ASSOCIATED TRUST COMPANY NA
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 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
39-6741325
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
2003
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$162,811
Income (IRS master file)
$16,000

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$15,061$12,178$162,811IRS
990-PFDecember 2024$14,541$11,944$159,952IRS
990-PFDecember 2023$9,933$11,566$157,409XML
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 39-6741325).

Questions about GERTRUDE A FENNER EDUCATIONAL TR

What is the EIN of GERTRUDE A FENNER EDUCATIONAL TR?
The employer identification number (EIN) of GERTRUDE A FENNER EDUCATIONAL TR is 39-6741325.
Is GERTRUDE A FENNER EDUCATIONAL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
Are donations to GERTRUDE A FENNER EDUCATIONAL TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does GERTRUDE A FENNER EDUCATIONAL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of GERTRUDE A FENNER EDUCATIONAL TR 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 GERTRUDE A FENNER EDUCATIONAL TR 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 GERTRUDE A FENNER EDUCATIONAL TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $4,003 (ASSOCIATED TRUST COMPANY, TRUSTEE).
How much revenue does GERTRUDE A FENNER EDUCATIONAL TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $15,061, expenses of $12,178 and total assets of $162,811 at year end.

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