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Nonprofit · EIN 39-6503917

VIOLA E LUNDEBERG RVOC TR

Also known as HAMMER ROLAND M TTEE

Tax-exempt · RIVER FALLS, WI 54022

Financials

$19K$72K2023$25K$69K2024$44K$80K2025
Revenue Expenses · by fiscal year end
Financials of VIOLA E LUNDEBERG RVOC TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$44,403$80,497-$36,094$274,759$0$274,759
December 31, 2024990-PF$25,076$69,434-$44,358$310,855$0$310,855
December 31, 2023990-PF$19,151$71,986-$52,835$355,214$0$355,214
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$18,005
Interest
$17
Net gain from sales of assets
$26,381

Expenses

Grants and similar amounts paid
$69,000
Compensation of officers, directors and key employees
$5,000
Disbursements for charitable purposes
$69,000
Excise tax on investment income
$617

Balance sheet and other

Total assets, start of year
$310,855
Total assets, end of year
$274,759
Total liabilities, end of year
$0
Net assets, end of year
$274,759
Fair market value of assets
$708,762
Qualifying distributions
$69,000
Net investment income
$44,403

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.

NameTitleHours / weekCompensation
KAREN ENGEL
N6059 CTY RD E, RIVER FALLS, WI 54022
TRUSTEE3$5,000
MICHAEL O'KEEFE
150 CTY RD JJ, RIVER FALLS, WI 54022
BOARD MEMBER0.5$2,500
SUSAN SWENSON
N8302 770TH STREET, RIVER FALLS, WI 54022
BOARD MEMBER0.5$2,500
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
KAREN ENGEL
N6059 CTY RD E, RIVER FALLS, WI 54022
TRUSTEE3$5,000
JEFFREY DUSEK
N8822 1090TH, RIVER FALLS, WI 54022
BOARD MEMBER0.5$2,500
SUSAN SWENSON
N8302 770TH STREET, RIVER FALLS, WI 54022
BOARD MEMBER0.5$2,500
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
KAREN ENGEL
N6059 CTY RD E, RIVER FALLS, WI 54022
TRUSTEE3$5,000
JEFFREY DUSEK
N8822 1090TH, RIVER FALLS, WI 54022
BOARD MEMBER0.5$2,500
SUSAN SWENSON
N8302 770TH STREET, RIVER FALLS, WI 54022
BOARD MEMBER0.5$2,500

Address and contacts

Address (IRS master file)
C/O K ENGEL N6059 CTY RD E, RIVER FALLS, WI 54022-0000
In care of
% K ENGEL
Signed the 990-PF
KAREN ENGEL, TRUSTEE
Phone
(715) 821-5739
Return prepared by
ST CROIX TAX LLC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
39-6503917
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$274,759
Income (IRS master file)
$49,730

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$44,403$80,497$274,759IRS
990-PFDecember 2024$25,076$69,434$310,855IRS
990-PFDecember 2023$19,151$71,986$355,214XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 39-6503917).

Questions about VIOLA E LUNDEBERG RVOC TR

What is the EIN of VIOLA E LUNDEBERG RVOC TR?
The employer identification number (EIN) of VIOLA E LUNDEBERG RVOC TR is 39-6503917.
Is VIOLA E LUNDEBERG RVOC TR tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does VIOLA E LUNDEBERG RVOC TR file?
Form 990-PF. Private foundations file every year.
When is the next return of VIOLA E LUNDEBERG RVOC 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 VIOLA E LUNDEBERG RVOC 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 VIOLA E LUNDEBERG RVOC TR?
The 990-PF for the year ended December 31, 2025 lists 3 people; 3 received compensation from the organization, the highest $5,000 (KAREN ENGEL, TRUSTEE).
How much revenue does VIOLA E LUNDEBERG RVOC TR have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $44,403, expenses of $80,497 and total assets of $274,759 at year end.

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