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Nonprofit · EIN 39-1232384

CHARLES D ORTGIESEN FOUNDATION INC

Also known as GEORGE A DIONISOPOULOS

Tax-exempt · MILWAUKEE, WI 53202

Financials

$69K$70K2023$160K$77K2024$134K$76K2025
Revenue Expenses · by fiscal year end
Financials of CHARLES D ORTGIESEN FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$134,314$76,267$58,047$1,342,768$0$1,342,768
December 31, 2024990-PF$159,677$76,883$82,794$1,284,021$0$1,284,021
December 31, 2023990-PF$68,585$69,515-$930$1,203,228$2,000$1,201,228
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$49,275
Interest
$11
Net gain from sales of assets
$85,028

Expenses

Grants and similar amounts paid
$65,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$65,000
Excise tax on investment income
$1,751

Balance sheet and other

Total assets, start of year
$1,284,021
Total assets, end of year
$1,342,768
Total liabilities, end of year
$0
Net assets, end of year
$1,342,768
Fair market value of assets
$1,417,876
Qualifying distributions
$65,000
Net investment income
$134,314

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
JULIA PETRI
C/O FOLEY LARDNER LLP, 777 E WISCONSIN AVE, MILWAUKEE, WI 53202
PRESIDENT/DIRECTOR1$0
CARRIE P GALE
C/O FOLEY LARDNER LLP, 777 E WISCONSIN AVE, MILWAUKEE, WI 53202
TREASURER/DIRECTOR1$0
KATHY PEDERSON
C/O FOLEY LARDNER LLP, 777 E WISCONSIN AVE, MILWAUKEE, WI 53202
SECRETARY/DIRECTOR1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JULIA PETRI
32279 WEST OAKLAND ROAD, NASHOTAH, WI 53058
PRESIDENT/DIRECTOR1$0
SANDRA DIONISOPOULOS
1918 E LAFAYETTE PL 2003, MILWAUKEE, WI 53202
SECRETARY/DIRECTOR1$0
CARRIE P GALE
870 HONEY CREEK RD, OSHKOSH, WI 54904
TREASURER/DIRECTOR1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
JULIA PETRI
32279 WEST OAKLAND ROAD, NASHOTAH, WI 53058
PRESIDENT/DIRECTOR0$0
SANDY DIONISOPOULOS
1918 E LAFAYETTE PL 2003, MILWAUKEE, WI 53202
SECRETARY/DIRECTOR0$0
CARRIE P GALE
870 HONEY CREEK RD, OSHKOSH, WI 54904
TREASURER/DIRECTOR0$0

Address and contacts

Address (IRS master file)
C/O G DIONISOPOULOS 777 E WISC AV, MILWAUKEE, WI 53202-0000
In care of
% CARRIE P GALE
Signed the 990-PF
CARRIE P GALE, TREASURER
Phone
(262) 241-3537
Return prepared by
FOLEY & LARDNER 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
39-1232384
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
1976
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,342,768
Income (IRS master file)
$49,286

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$134,314$76,267$1,342,768IRS
990-PFDecember 2024$159,677$76,883$1,284,021IRS
990-PFDecember 2023$68,585$69,515$1,203,228XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 39-1232384).

Questions about CHARLES D ORTGIESEN FOUNDATION INC

What is the EIN of CHARLES D ORTGIESEN FOUNDATION INC?
The employer identification number (EIN) of CHARLES D ORTGIESEN FOUNDATION INC is 39-1232384.
Is CHARLES D ORTGIESEN FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
Are donations to CHARLES D ORTGIESEN FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does CHARLES D ORTGIESEN FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CHARLES D ORTGIESEN FOUNDATION INC 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 CHARLES D ORTGIESEN FOUNDATION INC 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 CHARLES D ORTGIESEN FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CHARLES D ORTGIESEN FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $134,314, expenses of $76,267 and total assets of $1,342,768 at year end.

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