Nonprofit · EIN 20-0331358
COMMUNITY FOUNDATION INC
Tax-exempt · BROOKFIELD, WI 53008
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $66,080 | $73,375 | -$7,295 | $1,152,364 | $0 | $1,152,364 |
| December 31, 2023 | 990-PF | $66,007 | $70,863 | -$4,856 | $1,159,659 | $0 | $1,159,659 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $5,548
- Interest
- $35,649
- Net gain from sales of assets
- $24,883
Expenses
- Grants and similar amounts paid
- $65,100
- Disbursements for charitable purposes
- $65,100
- Excise tax on investment income
- $472
Balance sheet and other
- Total assets, start of year
- $1,159,659
- Total assets, end of year
- $1,152,364
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,152,364
- Fair market value of assets
- $1,437,416
- Qualifying distributions
- $65,100
- Net investment income
- $41,197
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 |
|---|---|---|---|
| RAYMOND J PERRY 3190 GATEWAY ROAD, BROOKFIELD, WI 53045 | TRUSTEE | 0 | $0 |
| ROBERT PERRY 20525 CHADWICK LANE, BROOKFIELD, WI 53045 | TRUSTEE | 0 | $0 |
| JANICE PERRY 4852 HIGHLAND PARK, SLINGER, WI 53086 | TRUSTEE | 0 | $0 |
| JAYNE KING 3190 GATEWAY RD, BROOKFIELD, WI 53045 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RAYMOND J PERRY 3190 GATEWAY ROAD, BROOKFIELD, WI 53045 | TRUSTEE | 0 | $0 |
| ROBERT PERRY 20525 CHADWICK LANE, BROOKFIELD, WI 53045 | TRUSTEE | 0 | $0 |
| JANICE PERRY 4852 HIGHLAND PARK, SLINGER, WI 53086 | TRUSTEE | 0 | $0 |
| JAYNE KING 3190 GATEWAY RD, BROOKFIELD, WI 53045 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 569, BROOKFIELD, WI 53008-0569
- In care of
- % RAYMOND J PERRY
- Signed the 990-PF
- ROBERT PERRY, TRUSTEE
- Phone
- (262) 790-8888
- Return prepared by
- LUCIDA ADVISORS LLC
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
- 20-0331358
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T90)
- Assets (IRS master file)
- $1,152,364
- Income (IRS master file)
- $145,311
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $66,080 | $73,375 | $1,152,364 | XML |
| 990-PF | December 2023 | $66,007 | $70,863 | $1,159,659 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 20-0331358).
Questions about COMMUNITY FOUNDATION INC
- What is the EIN of COMMUNITY FOUNDATION INC?
- The employer identification number (EIN) of COMMUNITY FOUNDATION INC is 20-0331358.
- Is COMMUNITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to COMMUNITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does COMMUNITY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COMMUNITY FOUNDATION INC 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 COMMUNITY FOUNDATION INC 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 COMMUNITY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does COMMUNITY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $66,080, expenses of $73,375 and total assets of $1,152,364 at year end.
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All nonprofits in BROOKFIELD · Wisconsin · Philanthropy, voluntarism and grantmaking foundations