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Nonprofit · EIN 39-6546385

PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL

Also known as BONK DONALD E & BLOOMER T CO-TTEES

Tax-exempt · CHILTON, WI 53014

Financials

$4K$7K2023$949$6K2024$4K$7K2025
Revenue Expenses · by fiscal year end
Financials of PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$4,065$6,776-$2,711$133,887$0$133,887
December 31, 2024990-PF$949$6,270-$5,321$135,775$0$135,775
December 31, 2023990-PF$4,055$6,620-$2,565$139,867$0$139,867
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$1,213
Interest
$793
Net gain from sales of assets
$2,059

Expenses

Grants and similar amounts paid
$4,158
Compensation of officers, directors and key employees
$898
Disbursements for charitable purposes
$6,776
Excise tax on investment income
$20

Balance sheet and other

Total assets, start of year
$135,775
Total assets, end of year
$133,887
Total liabilities, end of year
$0
Net assets, end of year
$133,887
Fair market value of assets
$145,556
Qualifying distributions
$6,776
Net investment income
$4,065

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
STATE BANK OF CHILTON
26 E Main Street, CHILTON, WI 53014
Trustee0.25$898
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
STATE BANK OF CHILTON
26 E Main Street, CHILTON, WI 53014
Trustee0.25$870
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STATE BANK OF CHILTON
26 E Main Street, CHILTON, WI 53014
Trustee0.25$863

Address and contacts

Address (IRS master file)
PO BOX 149, CHILTON, WI 53014-0149
In care of
% STATE BANK OF CHILTON TTEE
Signed the 990-PF
SUSAN L STECKER, Trustee
Phone
(920) 849-9371

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
39-6546385
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$133,887
Income (IRS master file)
$37,133

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$4,065$6,776$133,887XML
990-PFDecember 2024$949$6,270$135,775IRS
990-PFDecember 2023$4,055$6,620$139,867XML
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 39-6546385).

Questions about PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL

What is the EIN of PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL?
The employer identification number (EIN) of PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL is 39-6546385.
Is PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL tax-exempt?
Yes. The IRS lists it as tax-exempt.
Which annual return does PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL file?
Form 990-PF. Private foundations file every year.
When is the next return of PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL 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 PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL 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 PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $898 (STATE BANK OF CHILTON, Trustee).
How much revenue does PHILETUS ORTLIEB TRUST FBO CHILTON HIGH SCHOOL have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $4,065, expenses of $6,776 and total assets of $133,887 at year end.

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