Nonprofit · EIN 39-6105418
TRUSTAGE FOUNDATION INC
Tax-exempt · MADISON, WI 53705
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,776,146 | $3,567,110 | $209,036 | $14,628,211 | $0 | $14,628,211 |
| December 31, 2023 | 990-PF | $345,959 | $5,029,154 | -$4,683,195 | $14,419,175 | $0 | $14,419,175 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,000,000
- Dividends
- $496,958
- Interest
- $107,843
- Net gain from sales of assets
- -$828,655
Expenses
- Grants and similar amounts paid
- $3,555,960
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,558,607
- Excise tax on investment income
- $8,096
Balance sheet and other
- Total assets, start of year
- $14,419,175
- Total assets, end of year
- $14,628,211
- Total liabilities, end of year
- $0
- Net assets, end of year
- $14,628,211
- Fair market value of assets
- $16,678,812
- Qualifying distributions
- $3,558,607
- Net investment income
- $582,438
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA RUSSELL 5910 MINERAL POINT ROAD, MADISON, WI 53705 | PRESIDENT / DIRECTOR | 1 | $0 |
| PAUL BARBATO 5910 MINERAL POINT ROAD, MADISON, WI 53705 | SECRETARY | 1 | $0 |
| BRIAN J BORAKOVE 5910 MINERAL POINT ROAD, MADISON, WI 53705 | TREASURER | 1 | $0 |
| KATHERINE L CASTRO 5910 MINERAL POINT ROAD, MADISON, WI 53705 | ASSISTANT SECRETARY | 1 | $0 |
| TODD M DUNNING 5910 MINERAL POINT ROAD, MADISON, WI 53705 | ASSISTANT TREASURER | 1 | $0 |
| JOHN CASSIDY 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR (START 05/24) | 1 | $0 |
| ELIZABETH MCCLUSKEY 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR (START 05/24) | 1 | $0 |
| DANIELLE CRUZ 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR | 1 | $0 |
| EMILY GNAM 5910 MINERAL POINT ROAD, MADISON, WI 53705 | VICE PRESIDENT/DIRECTOR (END 11/24) | 1 | $0 |
| KELLY TOY 5910 MINERAL POINT ROAD, MADISON, WI 53705 | ASSISTANT SECRETARY | 1 | $0 |
| SCOTT TRAVIS 5910 MINERAL POINT ROAD, MADISON, WI 53705 | ASSISTANT TREASURER | 1 | $0 |
| ANGEL MCCANN-LAIR 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR | 1 | $0 |
| LINDA NEDELCOFF 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CEDRIC ELLIS 5910 MINERAL POINT ROAD, MADISON, WI 53705 | PRESIDENT/DIRECTOR (END 12/23) | 1 | $0 |
| ANGELA RUSSELL 5910 MINERAL POINT ROAD, MADISON, WI 53705 | PRESIDENT (START 12/23)/ DIRECTOR | 1 | $0 |
| PAUL BARBATO 5910 MINERAL POINT ROAD, MADISON, WI 53705 | SECRETARY | 1 | $0 |
| BRIAN J BORAKOVE 5910 MINERAL POINT ROAD, MADISON, WI 53705 | TREASURER | 1 | $0 |
| KATHERINE L CASTRO 5910 MINERAL POINT ROAD, MADISON, WI 53705 | ASSISTANT SECRETARY | 1 | $0 |
| TODD M DUNNING 5910 MINERAL POINT ROAD, MADISON, WI 53705 | ASSISTANT TREASURER | 1 | $0 |
| GERALD SINGLETON II 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR (END 6/23) | 1 | $0 |
| ASHLEY UTZ 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR (END 12/23) | 1 | $0 |
| DANIELLE CRUZ 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR | 1 | $0 |
| EMILY GNAM 5910 MINERAL POINT ROAD, MADISON, WI 53705 | VICE PRESIDENT (START 12/23)/DIRECTOR | 1 | $0 |
| TOY KELLY 5910 MINERAL POINT ROAD, MADISON, WI 53705 | ASSISTANT SECRETARY (START 11/23) | 1 | $0 |
| TRAVIS SCOTT 5910 MINERAL POINT ROAD, MADISON, WI 53705 | ASSISTANT TREASURER (START 11/23) | 1 | $0 |
| MCCANN-LAIR ANGELA 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR (START 1/23) | 1 | $0 |
| NEDELCOFF LINDA 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR (START 12/23) | 1 | $0 |
| ROB PURTELL 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR (END 12/23) | 1 | $0 |
| KARIM HABIB 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR (END 1/23) | 1 | $0 |
| LISA WAGNER 5910 MINERAL POINT ROAD, MADISON, WI 53705 | DIRECTOR (END 1/23) | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5910 MINERAL POINT RD, MADISON, WI 53705-4456
- Signed the 990-PF
- CAMI DOUGLAS, VP, TAX
- Phone
- (608) 665-7445
- 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 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 | Not 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
- 39-6105418
- 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
- 1967
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $14,628,211
- Income (IRS master file)
- $6,073,444
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $3,776,146 | $3,567,110 | $14,628,211 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $345,959 | $5,029,154 | $14,419,175 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 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 39-6105418).
Questions about TRUSTAGE FOUNDATION INC
- What is the EIN of TRUSTAGE FOUNDATION INC?
- The employer identification number (EIN) of TRUSTAGE FOUNDATION INC is 39-6105418.
- Is TRUSTAGE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1967.
- Are donations to TRUSTAGE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does TRUSTAGE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of TRUSTAGE 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 TRUSTAGE 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 TRUSTAGE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 0 received compensation from the organization.
- How much revenue does TRUSTAGE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,776,146, expenses of $3,567,110 and total assets of $14,628,211 at year end.
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