Nonprofit · EIN 39-6578306
ARNOLD FISHER TRUST FOR THE HOMELESS
Tax-exempt · APPLETON, WI 54914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $21,508 | $32,872 | -$11,364 | $468,328 | $0 | $468,328 |
| August 31, 2024 | 990-PF | $24,682 | $33,781 | -$9,099 | $480,509 | $0 | $480,509 |
| August 31, 2023 | 990-PF | $32,335 | $32,825 | -$490 | $489,608 | $0 | $489,608 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $21,015
- Net gain from sales of assets
- $493
Expenses
- Grants and similar amounts paid
- $26,000
- Compensation of officers, directors and key employees
- $3,600
- Disbursements for charitable purposes
- $28,263
- Excise tax on investment income
- $235
Balance sheet and other
- Total assets, start of year
- $480,509
- Total assets, end of year
- $468,328
- Total liabilities, end of year
- $0
- Net assets, end of year
- $468,328
- Fair market value of assets
- $541,477
- Qualifying distributions
- $28,263
- Net investment income
- $21,508
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST COMPANY 3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914 | TRUSTEE | 2 | $3,600 |
| ROBERT W JONET 1740 CONDOR LANE APT 122, GREEN BAY, WI 54313 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST COMPANY 3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914 | TRUSTEE | 2 | $3,600 |
| ROBERT W JONET 2130 PALMER DRIVE, GREEN BAY, WI 54311 | CO-TRUSTEE | 1 | $0 |
990-PF for the year ended August 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST COMPANY 3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914 | TRUSTEE | 2 | $3,600 |
| ROBERT W JONET 2130 PALMER DRIVE, GREEN BAY, WI 54311 | CO-TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3913 W PROSPECT AVE STE 201, APPLETON, WI 54914-8797
- In care of
- % FIDUCIARY PARTNERS TR CO CO-TTEE
- Signed the 990-PF
- FIDUCIARY PARTNERS TRUST COMPANY, TRUSTEE
- Phone
- (920) 380-9960
- Return prepared by
- HAWKINS ASH CPAS
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 39-6578306
- 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
- 1995
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22Z)
- Assets (IRS master file)
- $468,328
- Income (IRS master file)
- $73,186
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $21,508 | $32,872 | $468,328 | XML |
| 990-PF | August 2024 | $24,682 | $33,781 | $480,509 | XML |
| 990-PF | August 2023 | $32,335 | $32,825 | $489,608 | XML |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 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 39-6578306).
Questions about ARNOLD FISHER TRUST FOR THE HOMELESS
- What is the EIN of ARNOLD FISHER TRUST FOR THE HOMELESS?
- The employer identification number (EIN) of ARNOLD FISHER TRUST FOR THE HOMELESS is 39-6578306.
- Is ARNOLD FISHER TRUST FOR THE HOMELESS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to ARNOLD FISHER TRUST FOR THE HOMELESS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ARNOLD FISHER TRUST FOR THE HOMELESS file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ARNOLD FISHER TRUST FOR THE HOMELESS due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ARNOLD FISHER TRUST FOR THE HOMELESS last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of ARNOLD FISHER TRUST FOR THE HOMELESS?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $3,600 (FIDUCIARY PARTNERS TRUST COMPANY, TRUSTEE).
- How much revenue does ARNOLD FISHER TRUST FOR THE HOMELESS have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $21,508, expenses of $32,872 and total assets of $468,328 at year end.
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All nonprofits in APPLETON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations