Nonprofit · EIN 93-6916129
WALTER C DISSEN CHARITABLE TR
Also known as MARK O STERN TTEE
Tax-exempt · LAKE FOREST, IL 60045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $26,402,442 | $1,388,010 | $25,014,432 | $25,344,521 | $0 | $25,344,521 |
| December 31, 2023 | 990-PF | $0 | $0 | $0 | $0 | $0 | $0 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $24,985,394
- Dividends
- $399,467
- Interest
- $111,786
- Net gain from sales of assets
- $905,795
Expenses
- Grants and similar amounts paid
- $1,288,055
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,291,822
- Excise tax on investment income
- $18,380
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $25,344,521
- Total liabilities, end of year
- $0
- Net assets, end of year
- $25,344,521
- Fair market value of assets
- $26,532,433
- Qualifying distributions
- $1,291,822
- Net investment income
- $1,417,048
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 |
|---|---|---|---|
| MARK O STERN 1361 W ESTATE LANE, LAKE FOREST, IL 60045 | CO-TRUSTEE | 10 | $0 |
| REV DAVID RAMIREZ 1618 MAIN STREET, UNION GROVE, WI 53182 | CO-TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK O STERN 1361 W ESTATE LANE, LAKE FOREST, IL 60045 | CO-TRUSTEE | 1 | $0 |
| REV JOHN WILLE 8100 CAPITOL DRIVE, MILWAUKEE, WI 53222 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1361 W ESTATE LN E, LAKE FOREST, IL 60045-3623
- Signed the 990-PF
- MARK O STERN, CO-TRUSTEE
- Phone
- (312) 337-1401
- Return prepared by
- BURKE WARREN MACKAY & SERRITELLA PC
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
- 93-6916129
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $25,344,521
- Income (IRS master file)
- $39,324,727
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $26,402,442 | $1,388,010 | $25,344,521 | XML |
| 990-PF | December 2023 | $0 | $0 | $0 | 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 93-6916129).
Questions about WALTER C DISSEN CHARITABLE TR
- What is the EIN of WALTER C DISSEN CHARITABLE TR?
- The employer identification number (EIN) of WALTER C DISSEN CHARITABLE TR is 93-6916129.
- Is WALTER C DISSEN CHARITABLE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to WALTER C DISSEN CHARITABLE TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does WALTER C DISSEN CHARITABLE TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of WALTER C DISSEN CHARITABLE TR 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 WALTER C DISSEN CHARITABLE TR 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 WALTER C DISSEN CHARITABLE TR?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does WALTER C DISSEN CHARITABLE TR have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $26,402,442, expenses of $1,388,010 and total assets of $25,344,521 at year end.
Other nonprofits in LAKE FOREST
- THE JOHN AND KATHLEEN SCHREIBER FOUNDATION EIN 42-1684377 · last filed 990-PF for 2024
- WILLIAM H & LOIS J MCESSY FOUNDATION EIN 36-4074862 · last filed 990-PF for 2024
- MARY AND RALPH GESUALDO FAMILY FOUNDATION EIN 46-1584255 · last filed 990-PF for 2025
- ED UIHLEIN FAMILY FOUNDATION EIN 20-5723621 · last filed 990-PF for 2024
- CRAIN-MALING FOUNDATION EIN 20-4310219 · last filed 990-PF for 2025
- BEARS CARE EIN 20-3902715 · last filed 990 for 2024
- BUTLER FAMILY FOUNDATION EIN 36-6101775 · last filed 990-PF for 2025
- ZAFIROVSKI FAMILY FOUNDATION EIN 20-3610677 · last filed 990-PF for 2025
All nonprofits in LAKE FOREST · Illinois · Philanthropy, voluntarism and grantmaking foundations