Nonprofit · EIN 39-6630656
STELLA H JONES FOUNDATION C/O J LEWIS PERLSON
Also known as BOURNE CAROL RICHARD BOURNE TTEES
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $662,631 | $223,622 | $439,009 | $3,050,869 | $0 | $3,050,869 |
| December 31, 2024 | 990-PF | $160,850 | $238,733 | -$77,883 | $2,611,860 | $0 | $2,611,860 |
| December 31, 2023 | 990-PF | $145,596 | $219,577 | -$73,981 | $2,689,743 | $0 | $2,689,743 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $82,760
- Interest
- $3,021
- Net gain from sales of assets
- $572,015
- Other income
- $4,835
Expenses
- Grants and similar amounts paid
- $138,000
- Compensation of officers, directors and key employees
- $60,000
- Disbursements for charitable purposes
- $170,375
- Excise tax on investment income
- $8,470
Balance sheet and other
- Total assets, start of year
- $2,611,860
- Total assets, end of year
- $3,050,869
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,050,869
- Fair market value of assets
- $3,640,520
- Qualifying distributions
- $170,375
- Net investment income
- $662,631
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 |
|---|---|---|---|
| J LEWIS PERLSON 790 N WATER STREET SUITE 2500, MILWAUKEE, WI 53202 | TRUSTEE | 2 | $15,000 |
| JAMES C BOURNE 418 MATTERHORN DR, VERONA, WI 53593 | TRUSTEE | 1.5 | $15,000 |
| RICHARD P BOURNE 110 INEICHEN DRIVE, VERONA, WI 53593 | TRUSTEE | 2 | $15,000 |
| GREGORY A JESKE 3810 S MARCY ST, MILWAUKEE, WI 53220 | TRUSTEE | 3.5 | $15,000 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J LEWIS PERLSON 790 N WATER STREET SUITE 2500, MILWAUKEE, WI 53202 | TRUSTEE | 2 | $15,000 |
| CAROL A BOURNE 418 MATTERHORN DR, VERONA, WI 53593 | TRUSTEE | 1.5 | $15,000 |
| RICHARD P BOURNE 110 INEICHEN DRIVE, VERONA, WI 53593 | TRUSTEE | 2 | $15,000 |
| GREGORY A JESKE 3810 S MARCY ST, MILWAUKEE, WI 53220 | TRUSTEE | 3.5 | $15,000 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| J LEWIS PERLSON 790 N WATER STREET SUITE 2500, MILWAUKEE, WI 53202 | TRUSTEE | 2 | $15,000 |
| CAROL A BOURNE 418 MATTERHORN DR, VERONA, WI 53593 | TRUSTEE | 1.5 | $15,000 |
| RICHARD P BOURNE 110 INEICHEN DRIVE, VERONA, WI 53593 | TRUSTEE | 2 | $15,000 |
| GREGORY A JESKE 3810 S MARCY ST, MILWAUKEE, WI 53220 | TRUSTEE | 3.5 | $15,000 |
Address and contacts
- Address (IRS master file)
- 790 N WATER ST STE 2500, MILWAUKEE, WI 53202-0018
- In care of
- % ART JESKE
- Signed the 990-PF
- GREGORY A JESKE, TRUSTEE
- Phone
- (414) 271-6560
- Return prepared by
- REILLY PENNER & BENTON LLP
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
- 39-6630656
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20J)
- Assets (IRS master file)
- $3,050,869
- Income (IRS master file)
- $1,315,944
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $662,631 | $223,622 | $3,050,869 | XML |
| 990-PF | December 2024 | $160,850 | $238,733 | $2,611,860 | XML |
| 990-PF | December 2023 | $145,596 | $219,577 | $2,689,743 | 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 39-6630656).
Questions about STELLA H JONES FOUNDATION C/O J LEWIS PERLSON
- What is the EIN of STELLA H JONES FOUNDATION C/O J LEWIS PERLSON?
- The employer identification number (EIN) of STELLA H JONES FOUNDATION C/O J LEWIS PERLSON is 39-6630656.
- Is STELLA H JONES FOUNDATION C/O J LEWIS PERLSON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to STELLA H JONES FOUNDATION C/O J LEWIS PERLSON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STELLA H JONES FOUNDATION C/O J LEWIS PERLSON file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STELLA H JONES FOUNDATION C/O J LEWIS PERLSON 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 STELLA H JONES FOUNDATION C/O J LEWIS PERLSON 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 STELLA H JONES FOUNDATION C/O J LEWIS PERLSON?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 4 received compensation from the organization, the highest $15,000 (J LEWIS PERLSON, TRUSTEE).
- How much revenue does STELLA H JONES FOUNDATION C/O J LEWIS PERLSON have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $662,631, expenses of $223,622 and total assets of $3,050,869 at year end.
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