Nonprofit · EIN 92-6649420
JD OLSON MEMORIAL FOUNDATION TR
Also known as JAMES J OLSON TTEE
Tax-exempt · SPARTA, WI 54656
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $68,773 | $57,565 | $11,208 | $96,140 | $0 | $96,140 |
| December 31, 2024 | 990-PF | $40,961 | $34,952 | $6,009 | $84,932 | $0 | $84,932 |
| December 31, 2023 | 990-PF | $130,840 | $51,917 | $78,923 | $78,923 | $0 | $78,923 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $52,152
- Dividends
- $2,875
- Interest
- $133
- Net gain from sales of assets
- $5,103
- Other income
- $8,510
Expenses
- Grants and similar amounts paid
- $14,220
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $15,161
- Excise tax on investment income
- $100
Balance sheet and other
- Total assets, start of year
- $84,932
- Total assets, end of year
- $96,140
- Total liabilities, end of year
- $0
- Net assets, end of year
- $96,140
- Fair market value of assets
- $105,372
- Qualifying distributions
- $15,161
- Net investment income
- $8,111
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 |
|---|---|---|---|
| JAMES OLSON 7676 JACKPINE AVENUE, SPARTA, WI 54656 | TRUSTEE | 0 | $0 |
| JULIE OLSON 7676 JACKPINE AVENUE, SPARTA, WI 54656 | TRUSTEE | 0 | $0 |
| CAROLINE OLSON 7676 JACKPINE AVENUE, SPARTA, WI 54656 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES OLSON 7676 JACKPINE AVENUE, SPARTA, WI 54656 | TRUSTEE | 0 | $0 |
| JULIE OLSON 7676 JACKPINE AVENUE, SPARTA, WI 54656 | TRUSTEE | 0 | $0 |
| CAROLINE OLSON 7676 JACKPINE AVENUE, SPARTA, WI 54656 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES OLSON 7676 JACKPINE AVENUE, SPARTA, WI 54656 | TRUSTEE | 0 | $0 |
| JULIE OLSON 7676 JACKPINE AVENUE, SPARTA, WI 54656 | TRUSTEE | 0 | $0 |
| CAROLINE OLSON 7676 JACKPINE AVENUE, SPARTA, WI 54656 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 7676 JACKPINE AVE, SPARTA, WI 54656-3832
- Signed the 990-PF
- JAMES OLSON, TRUSTEE
- Phone
- (608) 487-1296
- Return prepared by
- CLIFTONLARSONALLEN 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
- 92-6649420
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $96,140
- Income (IRS master file)
- $93,319
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $68,773 | $57,565 | $96,140 | XML |
| 990-PF | December 2024 | $40,961 | $34,952 | $84,932 | IRS |
| 990-PF | December 2023 | $130,840 | $51,917 | $78,923 | XML |
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 92-6649420).
Questions about JD OLSON MEMORIAL FOUNDATION TR
- What is the EIN of JD OLSON MEMORIAL FOUNDATION TR?
- The employer identification number (EIN) of JD OLSON MEMORIAL FOUNDATION TR is 92-6649420.
- Is JD OLSON MEMORIAL FOUNDATION TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Which annual return does JD OLSON MEMORIAL FOUNDATION TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JD OLSON MEMORIAL FOUNDATION TR 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 JD OLSON MEMORIAL FOUNDATION TR 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 JD OLSON MEMORIAL FOUNDATION TR?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does JD OLSON MEMORIAL FOUNDATION TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $68,773, expenses of $57,565 and total assets of $96,140 at year end.
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