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Nonprofit · EIN 39-1688812

THEODORE W BATTERMAN FAMILY FOUNDATION INC

Tax-exempt · MILWAUKEE, WI 53202

Financials

$5.2M$6.6M2023$5.2M$6M2024
Revenue Expenses · by fiscal year end
Financials of THEODORE W BATTERMAN FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$5,227,279$5,971,509-$744,230$57,240,483$0$57,240,483
December 31, 2023990-PF$5,187,410$6,570,193-$1,382,783$57,934,713$0$57,934,713
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$400,000
Dividends
$1,589,750
Interest
$83,268
Net gain from sales of assets
$3,017,517
Other income
$136,744

Expenses

Grants and similar amounts paid
$4,928,867
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$5,074,217
Excise tax on investment income
$55,393

Balance sheet and other

Total assets, start of year
$57,934,713
Total assets, end of year
$57,240,483
Total liabilities, end of year
$0
Net assets, end of year
$57,240,483
Fair market value of assets
$72,834,912
Qualifying distributions
$5,074,217
Net investment income
$4,882,392

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
CHRISTOPHER T BATTERMAN
833 EAST MICHIGAN ST SUITE 1800, MILWAUKEE, WI 53202
PRESIDENT/TREASURER1$0
JOAN D KLIMPEL
833 EAST MICHIGAN ST SUITE 1800, MILWAUKEE, WI 53202
ASSISTANT SECRETARY1$0
LAURA G BATTERMAN WILKINS
833 EAST MICHIGAN ST SUITE 1800, MILWAUKEE, WI 53202
VICE PRESIDENT/SECRETARY1$0
LINDA C BATTERMAN JOHNSON
833 EAST MICHIGAN ST SUITE 1800, MILWAUKEE, WI 53202
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CHRISTOPHER T BATTERMAN
833 EAST MICHIGAN ST SUITE 1800, MILWAUKEE, WI 53202
PRESIDENT/TREASURER1$0
JOAN D KLIMPEL
833 EAST MICHIGAN ST SUITE 1800, MILWAUKEE, WI 53202
ASSISTANT SECRETARY1$0
LAURA G BATTERMAN WILKINS
833 EAST MICHIGAN ST SUITE 1800, MILWAUKEE, WI 53202
VICE PRESIDENT/SECRETARY1$0
LINDA C BATTERMAN JOHNSON
833 EAST MICHIGAN ST SUITE 1800, MILWAUKEE, WI 53202
VICE PRESIDENT1$0

Address and contacts

Address (IRS master file)
833 E MICHIGAN ST STE 1800, MILWAUKEE, WI 53202-5621
In care of
% GODFREY & KAHN
Signed the 990-PF
JOAN KLIMPEL, DIRECTOR
Phone
(262) 369-9978
Return prepared by
BAKER TILLY ADVISORY GROUP LP

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
39-1688812
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
1992
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$57,240,483
Income (IRS master file)
$47,222,146

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$5,227,279$5,971,509$57,240,483IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$5,187,410$6,570,193$57,934,713XML
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-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 39-1688812).

Questions about THEODORE W BATTERMAN FAMILY FOUNDATION INC

What is the EIN of THEODORE W BATTERMAN FAMILY FOUNDATION INC?
The employer identification number (EIN) of THEODORE W BATTERMAN FAMILY FOUNDATION INC is 39-1688812.
Is THEODORE W BATTERMAN FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to THEODORE W BATTERMAN FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THEODORE W BATTERMAN FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THEODORE W BATTERMAN FAMILY 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 THEODORE W BATTERMAN FAMILY 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 THEODORE W BATTERMAN FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does THEODORE W BATTERMAN FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $5,227,279, expenses of $5,971,509 and total assets of $57,240,483 at year end.

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