Nonprofit · EIN 47-6326748
DORN CHARITABLE TR
Tax-exempt · WAUKESHA, WI 53187
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $121,518 | $338,077 | -$216,559 | $1,024,966 | $0 | $1,024,966 |
| December 31, 2024 | 990-PF | $126,393 | $256,529 | -$130,136 | $1,241,979 | $0 | $1,241,979 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,057
- Net gain from sales of assets
- $82,461
Expenses
- Grants and similar amounts paid
- $315,168
- Compensation of officers, directors and key employees
- $9,213
- Disbursements for charitable purposes
- $320,274
- Excise tax on investment income
- $1,461
Balance sheet and other
- Total assets, start of year
- $1,241,979
- Total assets, end of year
- $1,024,966
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,024,966
- Fair market value of assets
- $1,411,803
- Qualifying distributions
- $320,274
- Net investment income
- $121,518
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 |
|---|---|---|---|
| WAUKESHA STATE BANK 151 E SAINT PAUL AVE, WAUKESHA, WI 53188 | TRUSTEE | 2 | $9,213 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAUKESHA STATE BANK 151 E SAINT PAUL AVE, WAUKESHA, WI 53188 | TRUSTEE | 2 | $10,344 |
Address and contacts
- Address (IRS master file)
- PO BOX 648, WAUKESHA, WI 53187-0648
- In care of
- % WAUKESHA STATE BANK
- Signed the 990-PF
- WAUKESHA STATE BANK, TRUSTEE
- Phone
- (262) 522-7400
- Return prepared by
- DELOITTE TAX 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 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
- 47-6326748
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $1,024,966
- Income (IRS master file)
- $407,994
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $121,518 | $338,077 | $1,024,966 | IRS |
| 990-PF | December 2024 | $126,393 | $256,529 | $1,241,979 | IRS |
| 990-PF | December 2023 | $128,409 | $245,261 | $1,371,641 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about DORN CHARITABLE TR
- What is the EIN of DORN CHARITABLE TR?
- The employer identification number (EIN) of DORN CHARITABLE TR is 47-6326748.
- Is DORN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to DORN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DORN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DORN CHARITABLE 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 DORN CHARITABLE 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 DORN CHARITABLE TR?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $9,213 (WAUKESHA STATE BANK, TRUSTEE).
- How much revenue does DORN CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $121,518, expenses of $338,077 and total assets of $1,024,966 at year end.
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All nonprofits in WAUKESHA · Wisconsin · Philanthropy, voluntarism and grantmaking foundations