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Nonprofit · EIN 36-7070455

1923 FUND

Tax-exempt · LISLE, IL 60532

Financials

$12.4M$4.2M2023$25.8M$7.1M2024
Revenue Expenses · by fiscal year end
Financials of 1923 FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$25,789,868$7,129,333$18,660,535$86,086,402$0$86,086,402
December 31, 2023990-PF$12,399,595$4,214,308$8,185,287$67,552,532$0$67,552,532
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$2,272,563
Net gain from sales of assets
$23,465,070
Other income
$52,235

Expenses

Grants and similar amounts paid
$5,944,674
Compensation of officers, directors and key employees
$364,635
Disbursements for charitable purposes
$6,046,273
Excise tax on investment income
$351,919

Balance sheet and other

Total assets, start of year
$67,552,532
Total assets, end of year
$86,086,402
Total liabilities, end of year
$0
Net assets, end of year
$86,086,402
Fair market value of assets
$97,526,924
Qualifying distributions
$6,046,273
Net investment income
$25,773,505

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
US BANK
1026 OGDEN AVE, LISLE, IL 60532
TRUSTEE40$313,549
ROBERT HOWE
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
CHIEF ADVISOR1$51,086
DAVID H COFRIN
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
CO-ADVISOR1$0
CINDY FOLLICK
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
SECRETARY1$0
ELLEN WEIDNER
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$0
SAM GOFORTH
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$0
ED POPPELL
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$0
DAVID WARD
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$0
BARZELLA PAPA
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$0
990-PF for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
US BANK
1026 OGDEN AVE, LISLE, IL 60532
TRUSTEE40$250,552
ROBERT HOWE
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$48,805
STEVEN P DHEIN
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
CHIEF ADVISOR40$2,272
DAVID H COFRIN
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
CO-ADVISOR1$0
CINDY FOLLICK
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
SECRETARY1$0
ELLEN WEIDNER
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$0
SAM GOFORTH
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$0
ED POPPELL
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$0
DAVID WARD
2420 NICOLET DR MAC 212, GREEN BAY, WI 543117001
ADVISOR1$0

Address and contacts

Address (IRS master file)
1026 OGDEN AVE 2ND FLOOR, LISLE, IL 60532-1240
In care of
% U S BANK NA
Signed the 990-PF
U S BANK N A BY, TRUSTEE
Phone
(630) 390-3776
Return prepared by
PWC US TAX 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, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
36-7070455
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
1996
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$86,086,402
Income (IRS master file)
$47,288,713

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$25,789,868$7,129,333$86,086,402XML
990-TDecember 2024–––IRS
990-PFDecember 2023$12,399,595$4,214,308$67,552,532XML
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-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 36-7070455).

Questions about 1923 FUND

What is the EIN of 1923 FUND?
The employer identification number (EIN) of 1923 FUND is 36-7070455.
Is 1923 FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
Are donations to 1923 FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does 1923 FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of 1923 FUND 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 1923 FUND 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 1923 FUND?
The 990-PF for the year ended December 31, 2024 lists 9 people; 2 received compensation from the organization, the highest $313,549 (US BANK, TRUSTEE).
How much revenue does 1923 FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $25,789,868, expenses of $7,129,333 and total assets of $86,086,402 at year end.

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