Nonprofit · EIN 39-6501184
MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR
Also known as BUTTERS J TTEE
Tax-exempt · MCFARLAND, WI 53558
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $93,284 | $45,652 | $47,632 | $673,664 | $0 | $673,664 |
| December 31, 2024 | 990-PF | $68,210 | $45,543 | $22,667 | $626,032 | $0 | $626,032 |
| December 31, 2023 | 990-PF | $19,649 | $45,676 | -$26,027 | $603,366 | $0 | $603,366 |
| December 31, 2021 | 990-PF | $28,787 | $45,557 | -$16,770 | $607,121 | $267 | $606,854 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $13,398
- Interest
- $14,004
- Net gain from sales of assets
- $65,882
Expenses
- Grants and similar amounts paid
- $40,000
- Disbursements for charitable purposes
- $40,000
- Excise tax on investment income
- $1,223
Balance sheet and other
- Total assets, start of year
- $626,032
- Total assets, end of year
- $673,664
- Total liabilities, end of year
- $0
- Net assets, end of year
- $673,664
- Fair market value of assets
- $852,307
- Qualifying distributions
- $40,000
- Net investment income
- $93,284
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 |
|---|---|---|---|
| PHILLIP WELLEMS 804 BRISTOL DR, WAUNAKEE, WI 53597 | TRUSTEE | 0.5 | $0 |
| DEAN GROSSKOPF 5387 MARY LAKE RD, WAUNAKEE, WI 53597 | TRUSTEE | 0.5 | $0 |
| JAMES ELVEKROG 5682 HWY 19, WAUNAKEE, WI 53597 | TRUSTEE | 0.5 | $0 |
| JERRY REMY 541 REMY RD, BELLEVILLE, WI 53508 | TRUSTEE | 0.5 | $0 |
| CHRIS ZELLNER 1351 WATER WHEEL DR, WAUNAKEE, WI 53597 | TRUSTEE | 0.5 | $0 |
| TODD SHUCHA 233 E FLORENCE ST, CAMBRIA, WI 53923 | TRUSTEE | 0.5 | $0 |
| DALE OTRADOVEC 506 VANDERBILT DR, WAUNAKEE, WI 53597 | TRUSTEE | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP WELLEMS 804 BRISTOL DR, WAUNAKEE, WI 53597 | TRUSTEE | 1 | $0 |
| DEAN GROSSKOPF 5387 MARY LAKE RD, WAUNAKEE, WI 53597 | TRUSTEE | 1 | $0 |
| JAMES ELVEKROG 5682 HWY 19, WAUNAKEE, WI 53597 | TRUSTEE | 1 | $0 |
| JERRY REMY 541 REMY RD, BELLEVILLE, WI 53508 | TRUSTEE | 1 | $0 |
| CHRIS ZELLNER 1351 WATER WHEEL DR, WAUNAKEE, WI 53597 | TRUSTEE | 1 | $0 |
| TODD SHUCHA 233 E FLORENCE ST, CAMBRIA, WI 53923 | TRUSTEE | 1 | $0 |
| DALE OTRADOVEC 506 VANDERBILT DR, WAUNAKEE, WI 53597 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP WELLEMS 804 BRISTOL DR, WAUNAKEE, WI 53597 | TRUSTEE | 2 | $0 |
| DEAN GROSSKOPF 5387 MARY LAKE RD, WAUNAKEE, WI 53597 | TRUSTEE | 2 | $0 |
| JAMES ELVEKROG 5682 HWY 19, WAUNAKEE, WI 53597 | TRUSTEE | 2 | $0 |
| JERRY REMY 541 REMY RD, BELLEVILLE, WI 53508 | TRUSTEE | 2 | $0 |
| CHRIS ZELLNER 1351 WATER WHEEL DR, WAUNAKEE, WI 53597 | TRUSTEE | 2 | $0 |
| TODD SHUCHA 233 E FLORENCE ST, CAMBRIA, WI 53923 | TRUSTEE | 2 | $0 |
990-PF for the year ended December 31, 2021: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHILLIP WELLEMS 804 BRISTOL DR, WAUNAKEE, WI 53597 | TRUSTEE | 0 | $0 |
| ALAN LANGETEIG 610 W MAIN ST, WAUNAKEE, WI 53597 | TRUSTEE | 0 | $0 |
| JOHN BUTTERS 3306 QUINCY AVE, MADISON, WI 53704 | TRUSTEE | 0 | $0 |
| JERRY REMY 541 REMY RD, BELLEVILLE, WI 53508 | TRUSTEE | 0 | $0 |
| JAMES HOLMSTROM 627 SUNSET DR, JANESVILLE, WI 53548 | TRUSTEE | 0 | $0 |
| TODD SHUCHA 233 E FLORENCE ST, CAMBRIA, WI 53923 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O BLAIR BUTTERS 5003 BLACK WALNUT, MCFARLAND, WI 53558-0000
- In care of
- % JOHN BUTTERS
- Signed the 990-PF
- JAMES ELVEKROG, TRUSTEE
- Phone
- (608) 221-2332
- Return prepared by
- DALE MILLER AND ASSOCIATES INC
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
- 39-6501184
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T11)
- Assets (IRS master file)
- $673,664
- Income (IRS master file)
- $163,176
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $93,284 | $45,652 | $673,664 | IRS |
| 990-PF | December 2024 | $68,210 | $45,543 | $626,032 | IRS |
| 990-PF | December 2023 | $19,649 | $45,676 | $603,366 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $28,787 | $45,557 | $607,121 | XML |
| 990-PF | 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 39-6501184).
Questions about MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR
- What is the EIN of MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR?
- The employer identification number (EIN) of MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR is 39-6501184.
- Is MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR 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 MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR 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 MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does MARCELLA S PENDALL CHARITABLE REMAINDER ANNUITY TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $93,284, expenses of $45,652 and total assets of $673,664 at year end.
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All nonprofits in MCFARLAND · Wisconsin · Philanthropy, voluntarism and grantmaking foundations