Nonprofit · EIN 86-6362201
JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS
Tax-exempt · APPLETON, WI 54919
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $38,581 | $49,517 | -$10,936 | $1,041,142 | $0 | $1,041,142 |
| December 31, 2024 | 990-PF | $28,493 | $123,504 | -$95,011 | $1,052,349 | $0 | $1,052,349 |
| December 31, 2023 | 990-PF | $32,225 | $45,869 | -$13,644 | $1,148,035 | $0 | $1,148,035 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $39,191
- Net gain from sales of assets
- -$688
- Other income
- $78
Expenses
- Grants and similar amounts paid
- $30,234
- Compensation of officers, directors and key employees
- $17,039
- Disbursements for charitable purposes
- $36,059
- Excise tax on investment income
- $362
Balance sheet and other
- Total assets, start of year
- $1,052,349
- Total assets, end of year
- $1,041,142
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,041,142
- Fair market value of assets
- $1,228,130
- Qualifying distributions
- $36,059
- Net investment income
- $39,191
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 |
|---|---|---|---|
| THRIVENT TRUST COMPANY 4321 N BALLARD ROAD, APPLETON, WI 549190001 | TRUSTEE | 1 | $17,039 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THRIVENT TRUST COMPANY 4321 N BALLARD ROAD, APPLETON, WI 549190001 | TRUSTEE | 1 | $8,424 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THRIVENT TRUST COMPANY 4321 N BALLARD ROAD, APPLETON, WI 549190001 | TRUSTEE | 1 | $8,077 |
Address and contacts
- Address (IRS master file)
- 4321 N BALLARD RD, APPLETON, WI 54919-0001
- In care of
- % THRIVENT TRUST COMPANY
- Signed the 990-PF
- TODD SLAGTER, Trustee
- Phone
- (920) 628-4460
- Return prepared by
- ERNST & YOUNG US 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
- 86-6362201
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,041,142
- Income (IRS master file)
- $551,295
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $38,581 | $49,517 | $1,041,142 | IRS |
| 990-PF | December 2024 | $28,493 | $123,504 | $1,052,349 | IRS |
| 990-PF | December 2023 | $32,225 | $45,869 | $1,148,035 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 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 86-6362201).
Questions about JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS
- What is the EIN of JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS?
- The employer identification number (EIN) of JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS is 86-6362201.
- Is JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS tax-exempt?
- Yes. The IRS lists it as tax-exempt.
- Which annual return does JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS 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 JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS 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 JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $17,039 (THRIVENT TRUST COMPANY, TRUSTEE).
- How much revenue does JERRY L ANDREW ARTICLE III TR FBO MCCF AND CELINA SCHOOLS have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $38,581, expenses of $49,517 and total assets of $1,041,142 at year end.
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