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Nonprofit · EIN 36-4994059

SHIRLEY E BUTZIN CHARITABLE FUND

Tax-exempt · APPLETON, WI 54914

Financials

$49K$89K2023$79K$93K2024$147K$92K2025
Revenue Expenses · by fiscal year end
Financials of SHIRLEY E BUTZIN CHARITABLE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$146,596$92,081$54,515$1,476,770$0$1,476,770
December 31, 2024990-PF$78,567$93,290-$14,723$1,422,099$0$1,422,099
December 31, 2023990-PF$48,829$89,497-$40,668$1,436,717$0$1,436,717
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$34,298
Net gain from sales of assets
$89,790
Other income
$22,508

Expenses

Grants and similar amounts paid
$66,228
Compensation of officers, directors and key employees
$8,320
Disbursements for charitable purposes
$71,326
Excise tax on investment income
$1,450

Balance sheet and other

Total assets, start of year
$1,422,099
Total assets, end of year
$1,476,770
Total liabilities, end of year
$0
Net assets, end of year
$1,476,770
Fair market value of assets
$1,521,425
Qualifying distributions
$71,326
Net investment income
$124,088

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
FIDUCIARY PARTNERS TRUST COMPANY
3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914
TRUSTEE0.2$8,320
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
FIDUCIARY PARTNERS TRUST COMPANY
3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914
TRUSTEE0.2$7,943
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
FIDUCIARY PARTNERS TRUST COMPANY
3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914
TRUSTEE0.2$7,306

Address and contacts

Address (IRS master file)
3913 W PROSPECT AVE STE 201, APPLETON, WI 54914-8797
In care of
% FIDUCIARY PARTNERS TRUST COMPANY
Signed the 990-PF
FIDUCIARY PARTNERS TRUST COMPANY, TRUSTEE
Phone
(920) 380-9960
Return prepared by
HAWKINS ASH CPAS LLP

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-4994059
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,476,770
Income (IRS master file)
$204,981

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$146,596$92,081$1,476,770IRS
990-PFDecember 2024$78,567$93,290$1,422,099XML
990-PFDecember 2023$48,829$89,497$1,436,717XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––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 36-4994059).

Questions about SHIRLEY E BUTZIN CHARITABLE FUND

What is the EIN of SHIRLEY E BUTZIN CHARITABLE FUND?
The employer identification number (EIN) of SHIRLEY E BUTZIN CHARITABLE FUND is 36-4994059.
Is SHIRLEY E BUTZIN CHARITABLE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
Are donations to SHIRLEY E BUTZIN CHARITABLE FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SHIRLEY E BUTZIN CHARITABLE FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SHIRLEY E BUTZIN CHARITABLE FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHIRLEY E BUTZIN CHARITABLE FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of SHIRLEY E BUTZIN CHARITABLE FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $8,320 (FIDUCIARY PARTNERS TRUST COMPANY, TRUSTEE).
How much revenue does SHIRLEY E BUTZIN CHARITABLE FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $146,596, expenses of $92,081 and total assets of $1,476,770 at year end.

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