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Nonprofit · EIN 31-1656951

ANTHONY PETULLO FOUNDATION INC

Tax-exempt · MILWAUKEE, WI 53217

Financials

$71K$109K2022$67K$96K2023$99K$155K2024
Revenue Expenses · by fiscal year end
Financials of ANTHONY PETULLO FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$98,852$155,378-$56,526$453,798$0$453,798
September 30, 2024990-PF$66,734$95,588-$28,854$510,324$0$510,324
September 30, 2023990-PF$70,972$108,889-$37,917$539,178$0$539,178
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$13,522
Net gain from sales of assets
$85,330

Expenses

Grants and similar amounts paid
$134,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$145,972
Excise tax on investment income
$1,268

Balance sheet and other

Total assets, start of year
$510,324
Total assets, end of year
$453,798
Total liabilities, end of year
$0
Net assets, end of year
$453,798
Fair market value of assets
$1,254,601
Qualifying distributions
$145,972
Net investment income
$98,852

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANTHONY J PETULLO
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
PRESIDENT & DIRECTOR8$0
AMY S CESARZ
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
DIRECTOR0.5$0
TERRI S BOXER
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
SECRETARY & DIRECTOR0.5$0
MEG A KINDSFATER
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
DIRECTOR0.5$0
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
ANTHONY J PETULLO
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
PRESIDENT & DIRECTOR8$0
AMY S CESARZ
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
DIRECTOR0.5$0
TERRI S BOXER
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
SECRETARY & DIRECTOR0.5$0
MEG A KINDSFATER
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
DIRECTOR0.5$0
990-PF for the year ended September 30, 2023: 4 people
NameTitleHours / weekCompensation
ANTHONY J PETULLO
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
PRESIDENT & DIRECTOR8$0
AMY S CESARZ
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
DIRECTOR0.5$0
TERRI S BOXER
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
SECRETARY & DIRECTOR0.5$0
MEG A KINDSFATER
5300 NORTH LAKE DRIVE, MILWAUKEE, WI 53217
DIRECTOR0.5$0

Address and contacts

Address (IRS master file)
5300 N LAKE DR, MILWAUKEE, WI 53217-5372
Signed the 990-PF
ANTHONY PETULLO, PRESIDENT
Phone
(414) 254-4023
Return prepared by
BAKER TILLY ADVISORY GROUP LP

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
31-1656951
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
1999
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$453,798
Income (IRS master file)
$166,689

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$98,852$155,378$453,798XML
990-PFSeptember 2024$66,734$95,588$510,324XML
990-PFSeptember 2023$70,972$108,889$539,178XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2018–––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 31-1656951).

Questions about ANTHONY PETULLO FOUNDATION INC

What is the EIN of ANTHONY PETULLO FOUNDATION INC?
The employer identification number (EIN) of ANTHONY PETULLO FOUNDATION INC is 31-1656951.
Is ANTHONY PETULLO FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to ANTHONY PETULLO FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ANTHONY PETULLO FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of ANTHONY PETULLO FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ANTHONY PETULLO FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of ANTHONY PETULLO FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does ANTHONY PETULLO FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $98,852, expenses of $155,378 and total assets of $453,798 at year end.

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