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Nonprofit · EIN 39-1543060

UMHOEFER FOUNDATION INC

Tax-exempt · MARSHFIELD, WI 54449

Financials

$253K$344K2023$382K$357K2024$632K$438K2025
Revenue Expenses · by fiscal year end
Financials of UMHOEFER FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$631,999$438,096$193,903$3,009,251$0$3,009,251
December 31, 2024990-PF$382,282$356,791$25,491$2,815,182$0$2,815,182
December 31, 2023990-PF$252,913$343,786-$90,873$2,790,177$0$2,790,177
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$249,219
Dividends
$128,774
Net gain from sales of assets
$254,006

Expenses

Grants and similar amounts paid
$396,392
Compensation of officers, directors and key employees
$30,276
Disbursements for charitable purposes
$403,961
Excise tax on investment income
$4,962

Balance sheet and other

Total assets, start of year
$2,815,182
Total assets, end of year
$3,009,251
Total liabilities, end of year
$0
Net assets, end of year
$3,009,251
Fair market value of assets
$11,733,528
Qualifying distributions
$403,961
Net investment income
$382,780

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
DANIEL UMHOEFER
306 HAWTHORN AVENUE, MARSHFIELD, WI 54449
PRESIDENT1$0
RICHARD UMHOEFER
518 WEST PARK STREET, MARSHFIELD, WI 54449
VICE PRESIDENT1$0
THOMAS UMHOEFER
400 S CHESTNUT AVENUE, MARSHFIELD, WI 54449
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
DANIEL UMHOEFER
306 HAWTHORN AVENUE, MARSHFIELD, WI 54449
PRESIDENT1$0
RICHARD UMHOEFER
518 WEST PARK STREET, MARSHFIELD, WI 54449
VICE PRESIDENT1$0
THOMAS UMHOEFER
1000 WEST STATE STREET, MARSHFIELD, WI 54449
SECRETARY/TREASURER1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
DANIEL UMHOEFER
306 HAWTHORN AVENUE, MARSHFIELD, WI 54449
PRESIDENT1$0
RICHARD UMHOEFER
518 WEST PARK STREET, MARSHFIELD, WI 54449
VICE PRESIDENT1$0
THOMAS UMHOEFER
1000 WEST STATE STREET, MARSHFIELD, WI 54449
SECRETARY/TREASURER1$0

Address and contacts

Address (IRS master file)
400 S CHESTNUT AVE, MARSHFIELD, WI 54449-2726
Signed the 990-PF
THOMAS UMHOEFER, SECRETARY/TREASURER
Phone
(715) 389-7281
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
39-1543060
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
1986
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$3,009,251
Income (IRS master file)
$923,014

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$631,999$438,096$3,009,251IRS
990-PFDecember 2024$382,282$356,791$2,815,182IRS
990-PFDecember 2023$252,913$343,786$2,790,177XML
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 39-1543060).

Questions about UMHOEFER FOUNDATION INC

What is the EIN of UMHOEFER FOUNDATION INC?
The employer identification number (EIN) of UMHOEFER FOUNDATION INC is 39-1543060.
Is UMHOEFER FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to UMHOEFER FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does UMHOEFER FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of UMHOEFER 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 UMHOEFER 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 UMHOEFER 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 UMHOEFER FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $631,999, expenses of $438,096 and total assets of $3,009,251 at year end.

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