Nonprofit · EIN 36-7368506
JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001
Also known as HOLZ JEROME D HOLZ ET AL CIO-TTEE
Tax-exempt · MILWAUKEE, WI 53226
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $1,673,966 | $1,036,112 | $637,854 | $18,886,233 | $0 | $18,886,233 |
| August 31, 2024 | 990-PF | $729,254 | $1,027,374 | -$298,120 | $18,994,104 | $0 | $18,994,104 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $657,311
- Net gain from sales of assets
- $1,016,655
Expenses
- Grants and similar amounts paid
- $902,500
- Compensation of officers, directors and key employees
- $5,600
- Disbursements for charitable purposes
- $920,977
- Excise tax on investment income
- $21,668
Balance sheet and other
- Total assets, start of year
- $18,994,104
- Total assets, end of year
- $18,886,233
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,886,233
- Fair market value of assets
- $18,886,233
- Qualifying distributions
- $920,977
- Net investment income
- $1,673,966
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME J WEIS 141 N WATER STREET UNIT 43, MILWAUKEE, WI 53202 | TRUSTEE-PRESIDENT | 2 | $700 |
| BARBARA HOLZ WEIS S75 W13361 COURTLAND LN, MUSKEGO, WI 53150 | TRUSTEE-VICE PRESIDENT | 2 | $700 |
| JUDITH HOLZ STATHAS W136 S7646 FAIRFIELD DR, MUSKEGO, WI 53150 | TRUSTEE-SECRETARY | 2 | $700 |
| TRACI S WEIS 105 DAMP CRANE LANE, BILTMORE LAKE, NC 28715 | TRUSTEE | 2 | $700 |
| DAVID WEIS S75 W13361 COURTLAND LN, MUSKEGO, WI 53150 | TRUSTEE | 2 | $700 |
| WILLIAM STATHAS W136 S7646 FAIRFIELD DR, MUSKEGO, WI 53150 | TRUSTEE | 2 | $700 |
| DONALD H TUSHAUS 1209 E SWEETBRIAR LN, HARTLAND, WI 53029 | TRUSTEE-TREASURER | 2 | $700 |
| LOUIS WHITEHEART 105 DAMP CRANE LANE, BILTMORE LAKE, NC 28715 | TRUSTEE | 2 | $700 |
990-PF for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEROME J WEIS 141 N WATER STREET UNIT 43, MILWAUKEE, WI 53202 | TRUSTEE-PRESIDENT | 2 | $700 |
| BARBARA HOLZ WEIS S75 W13361 COURTLAND LN, MUSKEGO, WI 53150 | TRUSTEE-VICE PRESIDENT | 2 | $700 |
| JUDITH HOLZ STATHAS W136 S7646 FAIRFIELD DR, MUSKEGO, WI 53150 | TRUSTEE-SECRETARY | 2 | $700 |
| TRACI S WEIS 105 DAMP CRANE LANE, BILTMORE LAKE, NC 28715 | TRUSTEE | 2 | $700 |
| DAVID WEIS S75 W13361 COURTLAND LN, MUSKEGO, WI 53150 | TRUSTEE | 2 | $700 |
| WILLIAM STATHAS W136 S7646 FAIRFIELD DR, MUSKEGO, WI 53150 | TRUSTEE | 2 | $700 |
| DONALD H TUSHAUS 1209 E SWEETBRIAR LN, HARTLAND, WI 53029 | TRUSTEE-TREASURER | 2 | $700 |
| LOUIS WHITEHEART 105 DAMP CRANE LANE, BILTMORE LAKE, NC 28715 | TRUSTEE | 2 | $700 |
Address and contacts
- Address (IRS master file)
- 10400 W INNOVATION DR STE 110, MILWAUKEE, WI 53226-4840
- In care of
- % DONALD TUSHAUS
- Signed the 990-PF
- JEROME J WEIS, PRESIDENT
- Phone
- (414) 774-1031
- Website
- WWW.HOLZFAMILYFOUNDATION.COM
- Return prepared by
- TUSHAUS & ASSOCIATES LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 36-7368506
- 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
- 2003
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $18,886,233
- Income (IRS master file)
- $6,232,961
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $1,673,966 | $1,036,112 | $18,886,233 | XML |
| 990-PF | August 2024 | $729,254 | $1,027,374 | $18,994,104 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 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 36-7368506).
Questions about JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001
- What is the EIN of JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001?
- The employer identification number (EIN) of JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001 is 36-7368506.
- Is JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001 due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001 last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001?
- The 990-PF for the year ended August 31, 2025 lists 8 people; 8 received compensation from the organization, the highest $700 (JEROME J WEIS, TRUSTEE-PRESIDENT).
- How much revenue does JEROME J & DOROTHY H HOLZ FAM FOUNDATION 10192001 have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $1,673,966, expenses of $1,036,112 and total assets of $18,886,233 at year end.
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