Nonprofit · EIN 45-6497267
SUE ANNE GELATT FOUNDATION
Also known as SUE ANNE GELATT TTEE
Tax-exempt · LA CROSSE, WI 54601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2026 | 990-PF | $1,097,061 | $532,007 | $565,054 | $8,539,529 | $0 | $8,539,529 |
| July 31, 2025 | 990-PF | $761,464 | $497,233 | $264,231 | $7,974,475 | $0 | $7,974,475 |
| July 31, 2024 | 990-PF | $233,250 | $488,036 | -$254,786 | $7,710,244 | $0 | $7,710,244 |
| July 31, 2022 | 990-PF | $411,636 | $531,224 | -$119,588 | $7,951,886 | $0 | $7,951,886 |
Financial details: 990-PF for the year ended July 31, 2026
Revenue
- Dividends
- $171,320
- Interest
- $133,358
- Net gain from sales of assets
- $792,383
Expenses
- Grants and similar amounts paid
- $475,000
- Compensation of officers, directors and key employees
- $52,531
- Disbursements for charitable purposes
- $475,000
- Excise tax on investment income
- $3,505
Balance sheet and other
- Total assets, start of year
- $7,974,475
- Total assets, end of year
- $8,539,529
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,539,529
- Fair market value of assets
- $11,074,624
- Qualifying distributions
- $475,000
- Net investment income
- $304,678
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 July 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUST POINT INC 230 FRONT STREET NORTH, PO BOX 489, LA CROSSE, WI 54601 | TRUSTEE | 0 | $52,531 |
990-PF for the year ended July 31, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUST POINT INC 230 FRONT STREET NORTH, PO BOX 489, LA CROSSE, WI 54601 | TRUSTEE | 0 | $49,365 |
990-PF for the year ended July 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUST POINT INC 230 FRONT STREET NORTH, PO BOX 489, LA CROSSE, WI 54601 | TRUSTEE | 6 | $47,215 |
990-PF for the year ended July 31, 2022: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUST POINT INC 230 FRONT STREET NORTH, PO BOX 489, LA CROSSE, WI 54601 | TRUSTEE | 6 | $47,309 |
Address and contacts
- Address (IRS master file)
- 230 FRONT ST N, LA CROSSE, WI 54601-3219
- In care of
- % R P SMYTH
- Signed the 990-PF
- TRUST POINT INC, TRUSTEE
- Phone
- (608) 782-1148
- Return prepared by
- MORRISON & ASSOCIATES SC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | 990-PF on file |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 45-6497267
- 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
- 2011
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,539,529
- Income (IRS master file)
- $4,132,385
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2026 | $1,097,061 | $532,007 | $8,539,529 | XML |
| 990-PF | July 2025 | $761,464 | $497,233 | $7,974,475 | XML |
| 990-PF | July 2024 | $233,250 | $488,036 | $7,710,244 | XML |
| 990-PF | July 2023 | – | – | – | IRS |
| 990-PF | July 2022 | $411,636 | $531,224 | $7,951,886 | XML |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | 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 45-6497267).
Questions about SUE ANNE GELATT FOUNDATION
- What is the EIN of SUE ANNE GELATT FOUNDATION?
- The employer identification number (EIN) of SUE ANNE GELATT FOUNDATION is 45-6497267.
- Is SUE ANNE GELATT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to SUE ANNE GELATT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SUE ANNE GELATT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SUE ANNE GELATT FOUNDATION due?
- The return for tax year 2026 (the year ending July 31, 2027) is due December 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SUE ANNE GELATT FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2026.
- Who are the officers and directors of SUE ANNE GELATT FOUNDATION?
- The 990-PF for the year ended July 31, 2026 lists 1 person; 1 received compensation from the organization, the highest $52,531 (TRUST POINT INC, TRUSTEE).
- How much revenue does SUE ANNE GELATT FOUNDATION have?
- On its 990-PF for the year ended July 31, 2026 it reported revenue of $1,097,061, expenses of $532,007 and total assets of $8,539,529 at year end.
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