Nonprofit · EIN 81-6928544
RHEA@BIGELOW CHARITABLE TRUST
Also known as DANIEL M HESS TTEE
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,011,969 | $891,627 | $120,342 | $16,929,041 | $0 | $16,929,041 |
| December 31, 2023 | 990-PF | $740,730 | $817,825 | -$77,095 | $16,803,790 | $0 | $16,808,846 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $507,678
- Interest
- $2,080
- Net gain from sales of assets
- $502,211
Expenses
- Grants and similar amounts paid
- $820,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $826,948
- Excise tax on investment income
- $13,344
Balance sheet and other
- Total assets, start of year
- $16,803,790
- Total assets, end of year
- $16,929,041
- Total liabilities, end of year
- $0
- Net assets, end of year
- $16,929,041
- Fair market value of assets
- $16,901,179
- Qualifying distributions
- $826,948
- Net investment income
- $1,011,969
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DANIEL M HESS FOLEY LARDNER LLP, 777 E WISCONSIN AVE, MILWAUKEE, WI 53202 | TRUSTEE | 0 | $0 |
| JERRY K BIGELOW C/O FOLEY LARDNER LLP, 777 E WISCONSIN AVE, MILWAUKEE, WI 53202 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FOLEY LARDNER LLP 777 E WISCONSIN AVE, MILWAUKEE, WI 53202 | 0 | 1 | $17,750 |
| DANIEL M HESS FOLEY LARDNER LLP, 777 E WISCONSIN AVE, MILWAUKEE, WI 53202 | TRUSTEE | 1 | $0 |
| JERRY K BIGELOW C/O FOLEY LARDNER LLP, 777 E WISCONSIN AVE, MILWAUKEE, WI 53202 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 777 E WISCONSIN AVENUE, MILWAUKEE, WI 53202-5306
- In care of
- % DANIEL M HESS
- Signed the 990-PF
- DANIEL M HESS, TRUSTEE
- Phone
- (414) 297-5891
- Return prepared by
- FOLEY & LARDNER 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 | Not 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
- 81-6928544
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $16,929,041
- Income (IRS master file)
- $2,214,322
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,011,969 | $891,627 | $16,929,041 | XML |
| 990-PF | December 2023 | $740,730 | $817,825 | $16,803,790 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 81-6928544).
Questions about RHEA@BIGELOW CHARITABLE TRUST
- What is the EIN of RHEA@BIGELOW CHARITABLE TRUST?
- The employer identification number (EIN) of RHEA@BIGELOW CHARITABLE TRUST is 81-6928544.
- Is RHEA@BIGELOW CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to RHEA@BIGELOW CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does RHEA@BIGELOW CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of RHEA@BIGELOW CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did RHEA@BIGELOW CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of RHEA@BIGELOW CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does RHEA@BIGELOW CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,011,969, expenses of $891,627 and total assets of $16,929,041 at year end.
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