Nonprofit · EIN 39-2014960
DENNIS G PUNCHES CHARITABLE FOUNDATION INC
Tax-exempt · PALM CITY, FL 34990
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $107,854 | $162,143 | -$54,289 | $2,177,232 | $2,500 | $2,174,732 |
| December 31, 2024 | 990-PF | $156,859 | $157,651 | -$792 | $2,226,933 | $0 | $2,226,933 |
| December 31, 2023 | 990-PF | $82,214 | $138,173 | -$55,959 | $2,227,726 | $0 | $2,227,726 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $66,043
- Interest
- $9,512
- Net gain from sales of assets
- $32,299
Expenses
- Grants and similar amounts paid
- $134,000
- Compensation of officers, directors and key employees
- $1,500
- Disbursements for charitable purposes
- $134,000
- Excise tax on investment income
- $1,499
Balance sheet and other
- Total assets, start of year
- $2,226,933
- Total assets, end of year
- $2,177,232
- Total liabilities, end of year
- $2,500
- Net assets, end of year
- $2,174,732
- Fair market value of assets
- $2,738,784
- Qualifying distributions
- $134,000
- Net investment income
- $107,854
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY WORTMAN 3058 NW RADCLIFFE WAY, PALM CITY, FL 34990 | PRES & TREAS | 2 | $500 |
| ROBERT DUERSTEN N28 W23000 ROUNDY DR SUITE 102, PEWAUKEE, WI 53072 | DIRECTOR | 1 | $500 |
| JONATHAN ROGERS N28 W23000 SUITE 102, PEWAUKEE, WI 53072 | DIRECTOR | 1 | $500 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY WORTMAN 3058 NW RADCLIFFE WAY, PALM CITY, FL 34990 | PRES & TREAS | 1 | $3,500 |
| ROBERT DUERSTEN N28 W23000 ROUNDY DR SUITE 102, PEWAUKEE, WI 53072 | DIRECTOR | 1 | $500 |
| JONATHAN ROGERS N28 W23000 SUITE 102, PEWAUKEE, WI 53072 | DIRECTOR | 1 | $500 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DUERSTEN N28 W23000 ROUNDY DR SUITE 102, PEWAUKEE, WI 53072 | DIRECTOR | 1 | $500 |
| JONATHAN ROGERS N28 W23000 SUITE 102, PEWAUKEE, WI 53072 | DIRECTOR | 1 | $500 |
| BEVERLY WORTMAN 3058 NW RADCLIFFE WAY, PALM CITY, FL 34990 | PRES & TREAS | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3058 NW RADCLIFFE WAY, PALM CITY, FL 34990-4900
- In care of
- % DENNIS G PUNCHES
- Signed the 990-PF
- BEVERLY WORTMAN, PRES & TREAS
- Phone
- (414) 418-3427
- Return prepared by
- WALKOWICZ BOCZKIEWICZ & CO SC
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 | 990-PF 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
- 39-2014960
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $2,177,232
- Income (IRS master file)
- $567,947
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $107,854 | $162,143 | $2,177,232 | IRS |
| 990-PF | December 2024 | $156,859 | $157,651 | $2,226,933 | IRS |
| 990-PF | December 2023 | $82,214 | $138,173 | $2,227,726 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 39-2014960).
Questions about DENNIS G PUNCHES CHARITABLE FOUNDATION INC
- What is the EIN of DENNIS G PUNCHES CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of DENNIS G PUNCHES CHARITABLE FOUNDATION INC is 39-2014960.
- Is DENNIS G PUNCHES CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to DENNIS G PUNCHES CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DENNIS G PUNCHES CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DENNIS G PUNCHES CHARITABLE 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 DENNIS G PUNCHES CHARITABLE 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 DENNIS G PUNCHES CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $500 (BEVERLY WORTMAN, PRES & TREAS).
- How much revenue does DENNIS G PUNCHES CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $107,854, expenses of $162,143 and total assets of $2,177,232 at year end.
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