Nonprofit · EIN 81-2400224
NEW JCI FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $6,152,005 | $7,200,943 | -$1,048,938 | $46,417,187 | $0 | $46,417,187 |
| September 30, 2024 | 990-PF | $3,163,790 | $6,683,786 | -$3,519,996 | $29,525,617 | $0 | $29,525,617 |
| September 30, 2023 | 990-PF | $4,841,732 | $7,395,178 | -$2,553,446 | $31,627,190 | $0 | $31,627,190 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $18,862
- Net gain from sales of assets
- $2,909,486
- Other income
- $3,223,657
Expenses
- Grants and similar amounts paid
- $6,437,957
- Disbursements for charitable purposes
- $7,135,386
- Excise tax on investment income
- $84,669
Balance sheet and other
- Total assets, start of year
- $29,525,617
- Total assets, end of year
- $46,417,187
- Total liabilities, end of year
- $0
- Net assets, end of year
- $46,417,187
- Fair market value of assets
- $65,709,385
- Qualifying distributions
- $7,135,386
- Net investment income
- $6,104,378
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN MCGINTY PO BOX 591, MILWAUKEE, WI 53201 | CHAIR | 1 | $0 |
| GEORGE OLIVER PO BOX 591, MILWAUKEE, WI 53201 | VICE CHAIR | 1 | $0 |
| MARLON SULLIVAN PO BOX 591, MILWAUKEE, WI 53201 | SECRETARY | 1 | $0 |
| MARC VANDIEPENBEECK PO BOX 591, MILWAUKEE, WI 53201 | TREASURER | 1 | $0 |
| JOANNE BIRTWISTLE PO BOX 591, MILWAUKEE, WI 53201 | DIRECTOR | 1 | $0 |
| JULIE BRANDT PO BOX 591, MILWAUKEE, WI 53201 | DIRECTOR | 1 | $0 |
| JOHN DONOFRIO PO BOX 591, MILWAUKEE, WI 53201 | DIRECTOR | 1 | $0 |
| LEI SCHLITZ PO BOX 591, MILWAUKEE, WI 53201 | DIRECTOR | 1 | $0 |
| JOAKIM WEIDEMANIS PO BOX 591, MILWAUKEE, WI 53201 | VICE CHAIR | 1 | $0 |
| CHRIS SCALIA PO BOX 591, MILWAUKEE, WI 53201 | SECRETARY | 1 | $0 |
| NATHAN MANNING PO BOX 591, MILWAUKEE, WI 53201 | DIRECTOR | 1 | $0 |
990-PF for the year ended September 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHLEEN MCGINTY PO BOX 591, MILWAUKEE, WI 53201 | PRESIDENT | 1 | $0 |
| GEORGE OLIVER PO BOX 591, MILWAUKEE, WI 53201 | VICE PRESIDENT | 1 | $0 |
| MARLON SULLIVAN PO BOX 591, MILWAUKEE, WI 53201 | SECRETARY | 1 | $0 |
| OLIVIER LEONETTI PO BOX 591, MILWAUKEE, WI 53201 | TREASURER | 1 | $0 |
| JOHN DONOFRIO PO BOX 591, MILWAUKEE, WI 53201 | BOARD MEMBER | 1 | $0 |
| NATE MANNING PO BOX 591, MILWAUKEE, WI 53201 | BOARD MEMBER | 1 | $0 |
| LEI SCHILTZ PO BOX 591, MILWAUKEE, WI 53201 | BOARD MEMBER | 1 | $0 |
| JO BIRTWISTLE PO BOX 591, MILWAUKEE, WI 53201 | BOARD MEMEBER | 1 | $0 |
990-PF for the year ended September 30, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GRADY L CROSBY PO BOX 591, MILWAUKEE, WI 53201 | PRESIDENT | 1 | $0 |
| OLIVIER LEONETTI PO BOX 591, MILWAUKEE, WI 53201 | TREASURER | 1 | $0 |
| JOHN DONOFRIO PO BOX 591, MILWAUKEE, WI 53201 | BOARD MEMBER | 1 | $0 |
| GEORGE OLIVER PO BOX 591, MILWAUKEE, WI 53201 | BOARD MEMBER | 1 | $0 |
| LYNN MINELLA PO BOX 591, MILWAUKEE, WI 53201 | BOARD MEMBER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- Signed the 990-PF
- OFFICER, OFFICER
- Phone
- (888) 265-7962
- Return prepared by
- PWC US 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 81-2400224
- 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
- 2016
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $29,525,617
- Income (IRS master file)
- $10,177,922
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $6,152,005 | $7,200,943 | $46,417,187 | XML |
| 990-PF | September 2024 | $3,163,790 | $6,683,786 | $29,525,617 | XML |
| 990-PF | September 2023 | $4,841,732 | $7,395,178 | $31,627,190 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 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 81-2400224).
Questions about NEW JCI FOUNDATION INC
- What is the EIN of NEW JCI FOUNDATION INC?
- The employer identification number (EIN) of NEW JCI FOUNDATION INC is 81-2400224.
- Is NEW JCI FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2016.
- Are donations to NEW JCI FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does NEW JCI FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of NEW JCI FOUNDATION INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEW JCI FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of NEW JCI FOUNDATION INC?
- The 990-PF for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does NEW JCI FOUNDATION INC have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $6,152,005, expenses of $7,200,943 and total assets of $46,417,187 at year end.
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