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Nonprofit · EIN 36-4481606

JO ANN AND RICHARD BEIGHTOL FOUNDATION INC

Tax-exempt · NASHOTAH, WI 53058

Financials

$174K$70K2023$1.1M$155K2024
Revenue Expenses · by fiscal year end
Financials of JO ANN AND RICHARD BEIGHTOL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$1,120,506$155,478$965,028$2,153,189$0$2,153,189
December 31, 2023990-PF$173,820$70,063$103,757$1,188,161$0$1,188,161
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,051,359
Dividends
$48,162
Net gain from sales of assets
$20,985

Expenses

Grants and similar amounts paid
$145,700
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$145,700
Excise tax on investment income
$842

Balance sheet and other

Total assets, start of year
$1,188,161
Total assets, end of year
$2,153,189
Total liabilities, end of year
$0
Net assets, end of year
$2,153,189
Fair market value of assets
$2,435,728
Qualifying distributions
$145,700
Net investment income
$69,147

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
JO ANN BEIGHTOL
3201 SEMINARY RIDGE LANE, NASHOTA, WI 53058
DIRECTOR1$0
RICHARD BEIGHTOL
3201 SEMINARY RIDGE LANE, NASHOTA, WI 53058
DIRECTOR1$0
SCOTT C BEIGHTOL
301 E BIRCH, WHITEFISH BAY, WI 53217
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JO ANN BEIGHTOL
3201 SEMINARY RIDGE LANE, NASHOTA, WI 53058
DIRECTOR1$0
RICHARD BEIGHTOL
3201 SEMINARY RIDGE LANE, NASHOTA, WI 53058
DIRECTOR1$0
SCOTT C BEIGHTOL
301 E BIRCH, WHITEFISH BAY, WI 53217
DIRECTOR1$0

Address and contacts

Address (IRS master file)
3201 SEMINARY RIDGE LN, NASHOTAH, WI 53058-9580
In care of
% RICHARD E BEIGHTOL
Signed the 990-PF
RICHARD BEIGHTOL, DIRECTOR
Phone
(414) 801-8718
Return prepared by
SVA CERTIFIED PUBLIC ACCTS SC

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
36-4481606
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
2002
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,153,189
Income (IRS master file)
$1,979,900

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$1,120,506$155,478$2,153,189IRS
990-PFDecember 2023$173,820$70,063$1,188,161XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 36-4481606).

Questions about JO ANN AND RICHARD BEIGHTOL FOUNDATION INC

What is the EIN of JO ANN AND RICHARD BEIGHTOL FOUNDATION INC?
The employer identification number (EIN) of JO ANN AND RICHARD BEIGHTOL FOUNDATION INC is 36-4481606.
Is JO ANN AND RICHARD BEIGHTOL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
Are donations to JO ANN AND RICHARD BEIGHTOL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JO ANN AND RICHARD BEIGHTOL FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JO ANN AND RICHARD BEIGHTOL 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 JO ANN AND RICHARD BEIGHTOL 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 JO ANN AND RICHARD BEIGHTOL FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does JO ANN AND RICHARD BEIGHTOL FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,120,506, expenses of $155,478 and total assets of $2,153,189 at year end.

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