Nonprofit · EIN 39-6063602
HERMAN W LADISH FAMILY FOUNDATION INC
Tax-exempt · BROOKFIELD, WI 53005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $510,425 | $570,186 | -$59,761 | $10,737,107 | $0 | $10,737,107 |
| June 30, 2024 | 990-PF | $239,889 | $648,210 | -$408,321 | $10,333,710 | $0 | $10,333,710 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $243,639
- Net gain from sales of assets
- $266,786
Expenses
- Grants and similar amounts paid
- $415,000
- Compensation of officers, directors and key employees
- $131,500
- Disbursements for charitable purposes
- $529,717
- Excise tax on investment income
- $6,560
Balance sheet and other
- Total assets, start of year
- $10,333,710
- Total assets, end of year
- $10,737,107
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,737,107
- Fair market value of assets
- $10,737,107
- Qualifying distributions
- $529,717
- Net investment income
- $510,425
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J LADISH 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | PRESIDENT/DIRECTOR | 10 | $81,000 |
| MARGARET L EXNER 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | SECRETARY | 1 | $21,000 |
| MARY L SELANDER 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | VICE PRESIDENT | 1 | $21,000 |
| PATRICK B MEHIGAN 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | DIRECTOR | 1 | $3,500 |
| PAUL J TILLEMAN 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | DIRECTOR | 1 | $1,000 |
| DANIEL A EXNER 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | DIRECTOR | 1 | $1,000 |
| BRIAN J JACOBSON 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | DIRECTOR | 1 | $1,000 |
| JOHN R JACOBSON 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | DIRECTOR | 1 | $1,000 |
| LISA L GAHN 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | DIRECTOR | 1 | $500 |
| THOMAS W EXNER 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | DIRECTOR | 1 | $500 |
990-PF for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM J LADISH 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | PRESIDENT/DIRECTOR | 10 | $80,500 |
| MARGARET L EXNER 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | SECRETARY | 1 | $20,500 |
| MARY L SELANDER 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | VICE PRESIDENT | 1 | $20,500 |
| PATRICK B MEHIGAN 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | DIRECTOR | 1 | $3,000 |
| PAUL J TILLEMAN 250 N SUNNY SLOPE ROAD SUITE 100, BROOKFIELD, WI 53005 | DIRECTOR | 1 | $500 |
Address and contacts
- Address (IRS master file)
- 250 N SUNNY SLOPE RD STE 100, BROOKFIELD, WI 53005-4824
- Signed the 990-PF
- WILLIAM J LADISH, PRESIDENT
- Phone
- (262) 505-5668
- 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 39-6063602
- 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
- 1957
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $10,737,107
- Income (IRS master file)
- $4,342,584
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $510,425 | $570,186 | $10,737,107 | XML |
| 990-PF | June 2024 | $239,889 | $648,210 | $10,333,710 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2019 | – | – | – | 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 39-6063602).
Questions about HERMAN W LADISH FAMILY FOUNDATION INC
- What is the EIN of HERMAN W LADISH FAMILY FOUNDATION INC?
- The employer identification number (EIN) of HERMAN W LADISH FAMILY FOUNDATION INC is 39-6063602.
- Is HERMAN W LADISH FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1957.
- Are donations to HERMAN W LADISH FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HERMAN W LADISH FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HERMAN W LADISH FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HERMAN W LADISH FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of HERMAN W LADISH FAMILY FOUNDATION INC?
- The 990-PF for the year ended June 30, 2025 lists 10 people; 10 received compensation from the organization, the highest $81,000 (WILLIAM J LADISH, PRESIDENT/DIRECTOR).
- How much revenue does HERMAN W LADISH FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $510,425, expenses of $570,186 and total assets of $10,737,107 at year end.
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