Nonprofit · EIN 39-1494625
KELBEN FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $19,443,211 | $5,681,909 | $13,761,302 | $62,688,392 | $0 | $62,688,392 |
| December 31, 2023 | 990-PF | $22,747,907 | $6,342,192 | $16,405,715 | $55,664,834 | $0 | $55,664,834 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $10,811,383
- Dividends
- $888,864
- Net gain from sales of assets
- $7,728,556
- Other income
- $14,408
Expenses
- Grants and similar amounts paid
- $4,906,979
- Compensation of officers, directors and key employees
- $135,000
- Salaries, compensation and benefits (total)
- $249,620
- Disbursements for charitable purposes
- $5,212,037
- Excise tax on investment income
- $131,714
Balance sheet and other
- Total assets, start of year
- $55,664,834
- Total assets, end of year
- $62,688,392
- Total liabilities, end of year
- $0
- Net assets, end of year
- $62,688,392
- Fair market value of assets
- $92,126,267
- Qualifying distributions
- $5,212,037
- Net investment income
- $10,094,990
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA KELLNER LUECK 13140 GREEN BAY AVENUE, MEQUON, WI 53097 | DIRECTOR | 15 | $45,000 |
| KRISTIN KELLNER SCHULTZ 6070 NORTH HIGHWAY 83, HARTLAND, WI 53029 | DIRECTOR | 15 | $45,000 |
| JACK T KELLNER 1344 ALABAMA STREET APT A, SAN FRANCISCO, CA 94110 | DIRECTOR | 15 | $45,000 |
| MARY T KELLNER 5112 WEST HIGHLAND ROAD, MEQUON, WI 53092 | PRES, TREAS, DIRECTOR | 25 | $0 |
| TED D KELLNER 5112 WEST HIGHLAND ROAD, MEQUON, WI 53092 | V PRES, SECRETARY, DIRECTO | 20 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAURA KELLNER LUECK 13140 GREEN BAY AVENUE, MEQUON, WI 53097 | DIRECTOR | 15 | $40,000 |
| KRISTIN KELLNER SCHULTZ 6070 NORTH HIGHWAY 83, HARTLAND, WI 53029 | DIRECTOR | 15 | $40,000 |
| JACK T KELLNER 1344 ALABAMA STREET APT A, SAN FRANCISCO, CA 94110 | DIRECTOR | 15 | $40,000 |
| MARY T KELLNER 5112 WEST HIGHLAND ROAD, MEQUON, WI 53092 | PRES, TREAS, DIRECTOR | 25 | $0 |
| TED D KELLNER 5112 WEST HIGHLAND ROAD, MEQUON, WI 53092 | V PRES, SECRETARY, DIRECTO | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 790 N WATER ST STE 2175, MILWAUKEE, WI 53202-4084
- Signed the 990-PF
- MARY T KELLNER, PRESIDENT
- Phone
- (414) 909-9097
- Return prepared by
- DELOITTE 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-1494625
- 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
- 1984
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $62,688,392
- Income (IRS master file)
- $20,744,556
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $19,443,211 | $5,681,909 | $62,688,392 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $22,747,907 | $6,342,192 | $55,664,834 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 39-1494625).
Questions about KELBEN FOUNDATION INC
- What is the EIN of KELBEN FOUNDATION INC?
- The employer identification number (EIN) of KELBEN FOUNDATION INC is 39-1494625.
- Is KELBEN FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1984.
- Are donations to KELBEN FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KELBEN FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KELBEN 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 KELBEN 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 KELBEN FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 3 received compensation from the organization, the highest $45,000 (LAURA KELLNER LUECK, DIRECTOR).
- How much revenue does KELBEN FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $19,443,211, expenses of $5,681,909 and total assets of $62,688,392 at year end.
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