Nonprofit · EIN 45-3059894
HERBERT A KAUFMAN CHARITABLE TRUST
Tax-exempt · MARINETTE, WI 54143
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $3,762 | $6,475 | -$2,713 | $81,746 | $0 | $81,746 |
| December 31, 2024 | 990-PF | $22,385 | $5,227 | $17,158 | $84,420 | $0 | $84,420 |
| December 31, 2023 | 990-PF | $4,329 | $5,539 | -$1,210 | $67,205 | $0 | $67,205 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $2,253
- Net gain from sales of assets
- $1,509
Expenses
- Grants and similar amounts paid
- $3,300
- Compensation of officers, directors and key employees
- $1,000
- Disbursements for charitable purposes
- $3,924
- Excise tax on investment income
- $25
Balance sheet and other
- Total assets, start of year
- $84,420
- Total assets, end of year
- $81,746
- Total liabilities, end of year
- $0
- Net assets, end of year
- $81,746
- Fair market value of assets
- $94,350
- Qualifying distributions
- $3,924
- Net investment income
- $3,762
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 |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
Address and contacts
- Address (IRS master file)
- STEPHENSON NATL BK TR 1820 HALL AVE, MARINETTE, WI 54143-0000
- In care of
- % STEPHENSON NATIONAL BANK & TRUST
- Signed the 990-PF
- Joshua Nerat, Trust Officer
- Phone
- (715) 732-1732
- Return prepared by
- CCH TRUST US
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
- 45-3059894
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $81,746
- Income (IRS master file)
- $29,975
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $3,762 | $6,475 | $81,746 | IRS |
| 990-PF | December 2024 | $22,385 | $5,227 | $84,420 | IRS |
| 990-PF | December 2023 | $4,329 | $5,539 | $67,205 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 45-3059894).
Questions about HERBERT A KAUFMAN CHARITABLE TRUST
- What is the EIN of HERBERT A KAUFMAN CHARITABLE TRUST?
- The employer identification number (EIN) of HERBERT A KAUFMAN CHARITABLE TRUST is 45-3059894.
- Is HERBERT A KAUFMAN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to HERBERT A KAUFMAN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERBERT A KAUFMAN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERBERT A KAUFMAN CHARITABLE TRUST 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 HERBERT A KAUFMAN CHARITABLE TRUST 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 HERBERT A KAUFMAN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,000 (STEPHENSON NATIONAL BANK & TRUST, TRUSTEE).
- How much revenue does HERBERT A KAUFMAN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,762, expenses of $6,475 and total assets of $81,746 at year end.
Other nonprofits in MARINETTE
- PROVIDENT HEALTH FOUNDATION OF MARINETTE-MENOMINEE INC EIN 83-4140310 · last filed 990-PF for 2025
- STEPHENSON PUBLIC LIBRARY FOUNDATION INC EIN 39-1628113 · last filed 990 for 2025
- LUCILLE C ARTIBEE CHARITABLE TR EIN 36-7592932 · last filed 990-PF for 2025
- MJ CHARITABLE TR EIN 81-6507704 · last filed 990-PF for 2025
- ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION EIN 39-6572370 · last filed 990-PF for 2025
- LOUIS J KINTZIGER TRUST DTD 012574 EIN 38-6281492 · last filed 990-PF for 2025
- AILEEN RYAN SCHOLARSHIP FUND TR EIN 39-6610098 · last filed 990-PF for 2025
- TONEE BOWSHER FOUNDATION INC EIN 88-2395801 · last filed 990-PF for 2025
All nonprofits in MARINETTE · Wisconsin · Philanthropy, voluntarism and grantmaking foundations