Nonprofit · EIN 39-6510710
JACK DELOSS CHARITABLE TRUST
Tax-exempt · MADISON, WI 53717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $450,301 | $760,340 | -$310,039 | $1,431,297 | $0 | $1,431,297 |
| June 30, 2024 | 990-PF | $272,769 | $520,909 | -$248,140 | $1,726,611 | $0 | $1,726,611 |
| June 30, 2023 | 990-PF | $196,068 | $276,436 | -$80,368 | $1,974,751 | $0 | $1,974,751 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $69,549
- Net gain from sales of assets
- $380,752
Expenses
- Grants and similar amounts paid
- $743,000
- Compensation of officers, directors and key employees
- $8,430
- Disbursements for charitable purposes
- $751,371
- Excise tax on investment income
- $6,135
Balance sheet and other
- Total assets, start of year
- $1,726,611
- Total assets, end of year
- $1,431,297
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,431,297
- Fair market value of assets
- $1,584,807
- Qualifying distributions
- $751,371
- Net investment income
- $450,301
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 |
|---|---|---|---|
| CHRISTOPHER BUGG 701 DEMING WAY 100, MADISON, WI 53717 | Trustee | 0 | $2,810 |
| PHILIP FOSTER 14501 WESTWOOD DRIVE, ORLAND PARK, IL 60462 | Trustee | 0 | $2,810 |
| DR CATHERINE H TAYLOR 15812 CENTENNIAL DRIVE, ORLAND PARK, IL 60462 | Trustee | 0 | $2,810 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER BUGG 701 DEMING WAY 100, MADISON, WI 53717 | Trustee | 0 | $6,451 |
| PHILIP FOSTER 14501 WESTWOOD DRIVE, ORLAND PARK, IL 60462 | Trustee | 0 | $6,451 |
| DR CATHERINE H TAYLOR 15812 CENTENNIAL DRIVE, ORLAND PARK, IL 60462 | Trustee | 0 | $6,451 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRISTOPHER BUGG 701 DEMING WAY 100, MADISON, WI 53717 | Trustee | 0 | $0 |
| PHILIP FOSTER 14501 WESTWOOD DRIVE, ORLAND PARK, IL 60462 | Trustee | 0 | $0 |
| DR CATHERINE H TAYLOR 15812 CENTENNIAL DRIVE, ORLAND PARK, IL 60462 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 701 DEMING WAY STE 100, MADISON, WI 53717-2916
- In care of
- % CHRISTOPHER BUGG CO-TRUSTEE
- Signed the 990-PF
- CHRISTOPHER BUGG, Trustee
- Phone
- (608) 827-6400
- Return prepared by
- Sorge CPA & Business Advisors SC
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
- 39-6510710
- 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
- 1991
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,431,297
- Income (IRS master file)
- $1,150,550
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $450,301 | $760,340 | $1,431,297 | XML |
| 990-PF | June 2024 | $272,769 | $520,909 | $1,726,611 | XML |
| 990-PF | June 2023 | $196,068 | $276,436 | $1,974,751 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 39-6510710).
Questions about JACK DELOSS CHARITABLE TRUST
- What is the EIN of JACK DELOSS CHARITABLE TRUST?
- The employer identification number (EIN) of JACK DELOSS CHARITABLE TRUST is 39-6510710.
- Is JACK DELOSS CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1991.
- Are donations to JACK DELOSS CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JACK DELOSS CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JACK DELOSS CHARITABLE TRUST 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 JACK DELOSS CHARITABLE TRUST 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 JACK DELOSS CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 3 received compensation from the organization, the highest $2,810 (CHRISTOPHER BUGG, Trustee).
- How much revenue does JACK DELOSS CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $450,301, expenses of $760,340 and total assets of $1,431,297 at year end.
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