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Nonprofit · EIN 36-4198123

TRICORD FOUNDATION

Tax-exempt · MADISON, WI 53703

Financials

$124K$549K2023$301K$513K2024
Revenue Expenses · by fiscal year end
Financials of TRICORD FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$300,763$513,219-$212,456$3,418,923$0$3,418,923
December 31, 2023990-PF$124,248$548,862-$424,614$3,408,615$0$3,408,615
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$63,843
Interest
$34,321
Net gain from sales of assets
$198,494
Other income
$4,105

Expenses

Grants and similar amounts paid
$480,001
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$480,026
Excise tax on investment income
$3,577

Balance sheet and other

Total assets, start of year
$3,408,615
Total assets, end of year
$3,418,923
Total liabilities, end of year
$0
Net assets, end of year
$3,418,923
Fair market value of assets
$3,418,923
Qualifying distributions
$480,026
Net investment income
$290,458

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.

NameTitleHours / weekCompensation
ELIZABETH B SEARLE
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
VICE PRESIDENT1$0
LOUISE S KLARR
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
VICE PRESIDENT1$0
MARION S SEARLE
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
PRESIDENT1$0
MICHAEL W BRANHAM
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
DIRECTOR1$0
RON BAILITZ
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
SECRETARY1$0
RON BAILITZ
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
TREASURER1$0
S GUNNAR KLARR
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
ELIZABETH B SEARLE
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
VICE PRESIDENT1$0
LOUISE S KLARR
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
VICE PRESIDENT1$0
MARION S SEARLE
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
PRESIDENT1$0
MICHAEL W BRANHAM
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
DIRECTOR1$0
RON BAILITZ
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
SECRETARY1$0
RON BAILITZ
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
TREASURER1$0
S GUNNAR KLARR
111 NORTH FAIRCHILD ST SUITE 300, MADISON, WI 53703
DIRECTOR1$0

Address and contacts

Address (IRS master file)
111 N FAIRCHILD ST STE 300, MADISON, WI 53703-2830
In care of
% KINSHIP LLC
Signed the 990-PF
RON BAILITZ, SECRETARY
Phone
(608) 710-4200

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-4198123
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
1998
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,418,923
Income (IRS master file)
$307,892

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$300,763$513,219$3,418,923XML
990-TDecember 2024–––IRS
990-PFDecember 2023$124,248$548,862$3,408,615XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 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 36-4198123).

Questions about TRICORD FOUNDATION

What is the EIN of TRICORD FOUNDATION?
The employer identification number (EIN) of TRICORD FOUNDATION is 36-4198123.
Is TRICORD FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
Are donations to TRICORD FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does TRICORD FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of TRICORD FOUNDATION 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 TRICORD FOUNDATION 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 TRICORD FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does TRICORD FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $300,763, expenses of $513,219 and total assets of $3,418,923 at year end.

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