Nonprofit · EIN 39-6097597
STACKNER FAMILY FOUNDATION INC
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $846,634 | $810,497 | $36,137 | $8,411,662 | $0 | $8,411,662 |
| August 31, 2024 | 990-PF | $502,960 | $825,532 | -$322,572 | $8,375,525 | $0 | $8,375,525 |
| August 31, 2023 | 990-PF | $246,478 | $722,222 | -$475,744 | $8,698,097 | $0 | $8,698,097 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $245,628
- Interest
- $50
- Net gain from sales of assets
- $600,956
Expenses
- Grants and similar amounts paid
- $606,000
- Compensation of officers, directors and key employees
- $126,250
- Disbursements for charitable purposes
- $756,127
- Excise tax on investment income
- $11,056
Balance sheet and other
- Total assets, start of year
- $8,375,525
- Total assets, end of year
- $8,411,662
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,411,662
- Fair market value of assets
- $13,217,866
- Qualifying distributions
- $756,127
- Net investment income
- $846,634
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| John A Treiber 6201 NORTH WOODSIDE ROAD, NASHOTAH, WI 53058 | dir. & Pres | 40 | $96,000 | $12,914 |
| Kristin A Occhetti 411 EAST WISCONSIN AVENUE, MILWAUKEE, WI 532024428 | dir. & treas. | 4 | $10,250 | – |
| PHILLIP TREIBER 1000 RIDGE RD, WAUKESHA, WI 53186 | dir. & vp | 5 | $10,000 | – |
| Paul J Tilleman 411 EAST WISCONSIN AVENUE, MILWAUKEE, WI 532024428 | Director | 5 | $10,000 | – |
990-PF for the year ended August 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| John A Treiber 6201 NORTH WOODSIDE ROAD, NASHOTAH, WI 53058 | dir. & Pres | 40 | $96,000 | $11,717 |
| PHILLIP TREIBER 1000 RIDGE RD, WAUKESHA, WI 53186 | dir. & vp | 5 | $7,000 | – |
| Paul J Tilleman 411 EAST WISCONSIN AVENUE, MILWAUKEE, WI 532024428 | Director | 5 | $7,000 | – |
| Kristin A Occhetti 411 EAST WISCONSIN AVENUE, MILWAUKEE, WI 532024428 | dir. & treas. | 4 | $6,750 | – |
990-PF for the year ended August 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| John A Treiber 6201 NORTH WOODSIDE ROAD, NASHOTAH, WI 53058 | dir. & Pres | 40 | $96,000 | $12,436 |
| PHILLIP TREIBER 1000 RIDGE RD, WAUKESHA, WI 53186 | dir. & vp | 5 | $7,000 | – |
| Paul J Tilleman 411 EAST WISCONSIN AVENUE, MILWAUKEE, WI 532024428 | Director | 5 | $7,000 | – |
| Kristin A Occhetti 411 EAST WISCONSIN AVENUE, MILWAUKEE, WI 532024428 | dir. & treas. | 4 | $6,000 | – |
Address and contacts
- Address (IRS master file)
- 411 E WISCONSIN AVE STE 2400, MILWAUKEE, WI 53202-4428
- In care of
- % PAUL J TILLEMAN
- Signed the 990-PF
- Paul J Tilleman, Director
- Phone
- (414) 277-5000
- Website
- www.stackner.com
- Return prepared by
- Quarles & Brady 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 39-6097597
- 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
- 1966
- Accounting year ends
- August
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,411,662
- Income (IRS master file)
- $1,908,662
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $846,634 | $810,497 | $8,411,662 | XML |
| 990-T | August 2025 | – | – | – | IRS |
| 990-PF | August 2024 | $502,960 | $825,532 | $8,375,525 | XML |
| 990-T | August 2024 | – | – | – | IRS |
| 990-PF | August 2023 | $246,478 | $722,222 | $8,698,097 | XML |
| 990-T | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-T | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-T | August 2021 | – | – | – | IRS |
| 990-PF | August 2020 | – | – | – | IRS |
| 990-PF | August 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 39-6097597).
Questions about STACKNER FAMILY FOUNDATION INC
- What is the EIN of STACKNER FAMILY FOUNDATION INC?
- The employer identification number (EIN) of STACKNER FAMILY FOUNDATION INC is 39-6097597.
- Is STACKNER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1966.
- Are donations to STACKNER FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STACKNER FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STACKNER FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STACKNER FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of STACKNER FAMILY FOUNDATION INC?
- The 990-PF for the year ended August 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $96,000 (John A Treiber, dir. & Pres).
- How much revenue does STACKNER FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $846,634, expenses of $810,497 and total assets of $8,411,662 at year end.
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