Skip to main content

Nonprofit · EIN 42-6051124

WAHLERT FOUNDATION

Tax-exempt · HOFFMAN EST, IL 60192

Financials

$735K$266K2023$533K$330K2024$163K$334K2025
Revenue Expenses · by fiscal year end
Financials of WAHLERT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$162,804$333,587-$170,783$5,909,279$127,500$5,781,779
December 31, 2024990-PF$532,851$329,509$203,342$5,761,757$85,000$5,676,757
December 31, 2023990-PF$734,867$265,877$468,990$5,469,046$32,660$5,436,386
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$219,173
Net gain from sales of assets
-$20,061
Other income
-$36,308

Expenses

Grants and similar amounts paid
$272,558
Compensation of officers, directors and key employees
$24,000
Disbursements for charitable purposes
$284,558
Excise tax on investment income
$2,142

Balance sheet and other

Total assets, start of year
$5,761,757
Total assets, end of year
$5,909,279
Total liabilities, end of year
$127,500
Net assets, end of year
$5,781,779
Fair market value of assets
$6,078,041
Qualifying distributions
$284,558
Net investment income
$182,865

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
ROBERT C WAHLERT
23650 VIA VENETO BLVD UNIT 1901, ESTERO, FL 34134
EXECUTIVE VP/TREASURER7$12,000
KATHLEEN C CHAMELI
3865 ANJOU LANE, HOFFMAN ESTATES, IL 60192
PRESIDENT3$12,000
DAVID WAHLERT
3248 LAKE FRONT DRIVE, DUBUQUE, IA 52003
VICE PRESIDENT1$0
MARK D WAHLERT
1525 DOUGLAS STREET, DUBUQUE, IA 52001
VP/ASSISTANT TREASURER1$0
BRIAN J KANE
2100 ASBURY ROAD SUITE 2, DUBUQUE, IA 52001
SECRETARY1$0
990-PF for the year ended December 31, 2024: 5 people
NameTitleHours / weekCompensation
ROBERT C WAHLERT
23650 VIA VENETO BLVD 1901, ESTERO, FL 34134
EXECUTIVE VP/TREASURER2$12,000
KATHLEEN C CHAMELI
3865 ANJOU LANE, HOFFMAN ESTATES, IL 60192
PRESIDENT2$12,000
DAVID WAHLERT
3248 LAKE FRONT DRIVE, DUBUQUE, IA 52003
VICE PRESIDENT0.1$0
MARK D WAHLERT
1525 DOUGLAS STREET, DUBUQUE, IA 52001
VP/ASSISTANT TREASURER0.1$0
BRIAN J KANE
2100 ASBURY ROAD SUITE 2, DUBUQUE, IA 52001
SECRETARY0.19$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
ROBERT C WAHLERT
23720 MERANO CT 202, ESTERO, FL 34234
EXECUTIVE VP/TREASURER3$12,000
KATHLEEN C CHAMELI
3865 ANJOU LANE, HOFFMAN ESTATES, IL 60192
PRESIDENT3$12,000
DAVID WAHLERT
3248 LAKE FRONT DRIVE, DUBUQUE, IA 52003
VICE PRESIDENT0.12$0
MARK D WAHLERT
1525 DOUGLAS STREET, DUBUQUE, IA 52001
VP/ASSISTANT TREASURER0.12$0
BRIAN J KANE
2100 ASBURY ROAD SUITE 2, DUBUQUE, IA 52001
SECRETARY0.12$0

Address and contacts

Address (IRS master file)
3865 ANJOU LN, HOFFMAN EST, IL 60192-1612
Signed the 990-PF
KATHLEEN C CHAMELI, PRESIDENT
Phone
(847) 722-6614
Return prepared by
HONKAMP PC

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
42-6051124
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
1956
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$5,909,279
Income (IRS master file)
$576,610

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$162,804$333,587$5,909,279XML
990-TDecember 2025–––IRS
990-PFDecember 2024$532,851$329,509$5,761,757XML
990-PFDecember 2023$734,867$265,877$5,469,046XML
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 42-6051124).

Questions about WAHLERT FOUNDATION

What is the EIN of WAHLERT FOUNDATION?
The employer identification number (EIN) of WAHLERT FOUNDATION is 42-6051124.
Is WAHLERT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1956.
Are donations to WAHLERT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WAHLERT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of WAHLERT 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 WAHLERT 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 WAHLERT FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 2 received compensation from the organization, the highest $12,000 (ROBERT C WAHLERT, EXECUTIVE VP/TREASURER).
How much revenue does WAHLERT FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $162,804, expenses of $333,587 and total assets of $5,909,279 at year end.

Other nonprofits in HOFFMAN EST

All nonprofits in HOFFMAN EST · Illinois