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Nonprofit · EIN 85-4307164

LANIAKEA CHARITABLE FOUNDATION

Tax-exempt · MILWAUKEE, WI 53202

Financials

−$26K$2.6M2022$11.4M$28K2023
Revenue Expenses · by fiscal year end
Financials of LANIAKEA CHARITABLE FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990-PF$11,409,864$28,019$11,381,845$22,785,466$0$22,785,466
November 30, 2023990-PF-$25,833$2,587,155-$2,612,988$11,403,621$0$11,403,621
Financial details: 990-PF for the year ended November 30, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$87,431
Interest
$51,456
Net gain from sales of assets
$11,270,977

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$6,581
Excise tax on investment income
$158,508

Balance sheet and other

Total assets, start of year
$11,403,621
Total assets, end of year
$22,785,466
Total liabilities, end of year
$0
Net assets, end of year
$22,785,466
Fair market value of assets
$23,039,339
Qualifying distributions
$6,581
Net investment income
$11,409,864

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 November 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
MATTHEW WAGE
FOLEY LARDNER 777 E WISCONSIN AVE, MILWAUKEE, WI 532025306
PRES, SEC, TREAS, DIR0.5$0
JASON KOHOUT
FOLEY LARDNER LLP, 777 E WISCONSIN AVE, MILWAUKEE, WI 532025306
ASSISTANT TREASURER0.1$0
990-PF for the year ended November 30, 2023: 2 people
NameTitleHours / weekCompensation
MATTHEW WAGE
FOLEY LARDNER 777 E WISCONSIN AVE, MILWAUKEE, WI 532025306
PRES, SEC, TREAS, DIR0.5$0
JASON KOHOUT
FOLEY LARDNER LLP, 777 E WISCONSIN AVE, MILWAUKEE, WI 532025306
ASSISTANT TREASURER0.1$0

Address and contacts

Address (IRS master file)
FOLEY LARDNER 777 E WISCONSIN AVE, MILWAUKEE, WI 53202-0000
In care of
% MATTHEW WAGE
Signed the 990-PF
JASON KOHOUT, ASST TREASURER
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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Not on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
85-4307164
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
2021
Accounting year ends
November
Files
Form 990-PF
Assets (IRS master file)
$22,785,466
Income (IRS master file)
$29,713,901

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2024$11,409,864$28,019$22,785,466XML
990-PFNovember 2023-$25,833$2,587,155$11,403,621XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––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 85-4307164).

Questions about LANIAKEA CHARITABLE FOUNDATION

What is the EIN of LANIAKEA CHARITABLE FOUNDATION?
The employer identification number (EIN) of LANIAKEA CHARITABLE FOUNDATION is 85-4307164.
Is LANIAKEA CHARITABLE FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
Are donations to LANIAKEA CHARITABLE FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LANIAKEA CHARITABLE FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LANIAKEA CHARITABLE FOUNDATION due?
The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LANIAKEA CHARITABLE FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended November 2024.
Who are the officers and directors of LANIAKEA CHARITABLE FOUNDATION?
The 990-PF for the year ended November 30, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does LANIAKEA CHARITABLE FOUNDATION have?
On its 990-PF for the year ended November 30, 2024 it reported revenue of $11,409,864, expenses of $28,019 and total assets of $22,785,466 at year end.

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