Nonprofit · EIN 39-6572370
ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION
Tax-exempt · MARINETTE, WI 54143
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $39,247 | $107,377 | -$68,130 | $835,989 | $0 | $835,989 |
| December 31, 2024 | 990-PF | $250,356 | $64,633 | $185,723 | $903,742 | $0 | $903,742 |
| December 31, 2023 | 990-PF | $44,307 | $60,963 | -$16,656 | $717,919 | $0 | $717,919 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $23,389
- Net gain from sales of assets
- $15,858
Expenses
- Grants and similar amounts paid
- $92,702
- Compensation of officers, directors and key employees
- $1,000
- Disbursements for charitable purposes
- $95,645
- Excise tax on investment income
- $421
Balance sheet and other
- Total assets, start of year
- $903,742
- Total assets, end of year
- $835,989
- Total liabilities, end of year
- $0
- Net assets, end of year
- $835,989
- Fair market value of assets
- $970,617
- Qualifying distributions
- $95,645
- Net investment income
- $39,247
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 |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST 1820 HALL AVENUE, MARINETTE, WI 54143 | TRUSTEE | 2 | $1,000 |
Address and contacts
- Address (IRS master file)
- STEPHENSON NATL BK TR 1820 HALL AVE, MARINETTE, WI 54143-0000
- In care of
- % STEPHENSON NATIONAL BANK & TRUST
- Signed the 990-PF
- Joshua Nerat, Trust Officer
- Phone
- (715) 732-1732
- Return prepared by
- CCH TRUST US
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
- 39-6572370
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private operating foundation
- Donations deductible (Pub 78)
- Private operating foundation, 50% limit
- Exempt since
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T23)
- Assets (IRS master file)
- $835,989
- Income (IRS master file)
- $391,108
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $39,247 | $107,377 | $835,989 | IRS |
| 990-PF | December 2024 | $250,356 | $64,633 | $903,742 | IRS |
| 990-PF | December 2023 | $44,307 | $60,963 | $717,919 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 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 39-6572370).
Questions about ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION
- What is the EIN of ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION?
- The employer identification number (EIN) of ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION is 39-6572370.
- Is ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
- Which annual return does ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION 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 ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION 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 ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,000 (STEPHENSON NATIONAL BANK & TRUST, TRUSTEE).
- How much revenue does ESTELLE@CORRY TRUST FBO HOLY FAMILY CONGREGATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $39,247, expenses of $107,377 and total assets of $835,989 at year end.
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