Nonprofit · EIN 91-2129800
ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST
Tax-exempt · MARINETTE, WI 54143
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $18,767 | $33,421 | -$14,654 | $494,452 | $0 | $494,452 |
| December 31, 2024 | 990-PF | $133,535 | $31,290 | $102,245 | $508,942 | $0 | $508,942 |
| December 31, 2023 | 990-PF | $21,437 | $32,475 | -$11,038 | $406,549 | $0 | $406,549 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,430
- Net gain from sales of assets
- $5,337
Expenses
- Grants and similar amounts paid
- $24,505
- Compensation of officers, directors and key employees
- $1,000
- Disbursements for charitable purposes
- $26,334
- Excise tax on investment income
- $184
Balance sheet and other
- Total assets, start of year
- $508,942
- Total assets, end of year
- $494,452
- Total liabilities, end of year
- $0
- Net assets, end of year
- $494,452
- Fair market value of assets
- $572,264
- Qualifying distributions
- $26,334
- Net investment income
- $18,767
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 |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
Address and contacts
- Address (IRS master file)
- STEPHENSON NATL BK TR 1820 HALL AVE, MARINETTE, WI 54143-0000
- In care of
- % STEPHENSON NATIONAL BANK & TRUST
- Signed the 990-PF
- Joshua Nerat, Trust Officer
- Phone
- (715) 732-1732
- Return prepared by
- CCH TRUST US
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
- 91-2129800
- 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
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $494,452
- Income (IRS master file)
- $199,450
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $18,767 | $33,421 | $494,452 | IRS |
| 990-PF | December 2024 | $133,535 | $31,290 | $508,942 | IRS |
| 990-PF | December 2023 | $21,437 | $32,475 | $406,549 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 91-2129800).
Questions about ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST
- What is the EIN of ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST?
- The employer identification number (EIN) of ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST is 91-2129800.
- Is ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST 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 ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST 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 ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,000 (STEPHENSON NATIONAL BANK & TRUST, TRUSTEE).
- How much revenue does ALBERT & ROSEMARY SUSTRICK CHARITABLE REMAINDER UNITRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,767, expenses of $33,421 and total assets of $494,452 at year end.
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