Skip to main content

Nonprofit · EIN 39-6659951

MARIE AND ANDREW LOBENSTEIN TR

Also known as CURRAN WILLIAM T TTEE

Tax-exempt · MAUSTON, WI 53948

Financials

$16K$45K2023$23K$62K2024$85K$67K2025
Revenue Expenses · by fiscal year end
Financials of MARIE AND ANDREW LOBENSTEIN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$84,853$66,963$17,890$1,303,619$0$1,303,619
December 31, 2024990$23,450$62,107-$38,657$866,926$0$866,926
December 31, 2023990$16,385$45,073-$28,688$795,460$0$795,460
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$84,853
Net gain from sales of assets
$67,275
Other revenue
$0

Expenses

Grants and similar amounts paid
$65,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$670
Program services (functional)
$65,000
Management and general (functional)
$1,963

Balance sheet and other

Total assets, start of year
$866,926
Total assets, end of year
$1,303,619
Total liabilities, end of year
$0
Net assets, end of year
$1,303,619
Publicly traded securities
$1,303,619
Gross receipts
$249,598
Employees
0
Volunteers
0
Year formed
1997
State of legal domicile
WI

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 for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM T CURRANTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
WILLIAM T CURRANTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
WILLIAM T CURRANTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 140, MAUSTON, WI 53948-0140
Principal officer (990 for 2025)
WILLIAM T CURRAN, PO BOX 140, MAUSTON, WI 53948
Signed the 990
WILLIAM T CURRAN, TRUSTEE
Phone
(608) 847-7363
Return prepared by
MBE CPAS LLP

Mission

THE TRUST IS SOLELY TO HELP THE ST. PATRICK'S PARISH IN MAUSTON, WISCONSIN TO PAY TEACHERS' SALARIES AT THE ST. PATRICK'S CATHOLIC GRADE SCHOOL AND FOR NO OTHER PURPOSE OR ACTIVITY.

990 for the year ended December 31, 2025

Program accomplishments

  • THE TRUST IS SOLELY TO HELP THE ST. PATRICK'S PARISH IN MAUSTON, WISCONSIN TO PAY TEACHERS' SALARIES AT THE ST. PATRICK'S CATHOLIC GRADE SCHOOL AND FOR NO OTHER PURPOSE OR ACTIVITY.
    Expenses $65,000 · grants $65,000 · revenue $84,853

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-6659951
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization (509(a)(3))
Donations deductible (Pub 78)
Supporting organization of unknown type
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,303,619
Income (IRS master file)
$249,598

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$84,853$66,963$1,303,619XML
990December 2024$23,450$62,107$866,926XML
990December 2023$16,385$45,073$795,460XML
990December 2022$169,817$45,517$724,456IRS
990December 2021–––IRS
990December 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 39-6659951).

Questions about MARIE AND ANDREW LOBENSTEIN TR

What is the EIN of MARIE AND ANDREW LOBENSTEIN TR?
The employer identification number (EIN) of MARIE AND ANDREW LOBENSTEIN TR is 39-6659951.
Is MARIE AND ANDREW LOBENSTEIN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to MARIE AND ANDREW LOBENSTEIN TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
Which annual return does MARIE AND ANDREW LOBENSTEIN TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of MARIE AND ANDREW LOBENSTEIN TR 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 MARIE AND ANDREW LOBENSTEIN TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of MARIE AND ANDREW LOBENSTEIN TR?
The 990 for the year ended December 31, 2025 names WILLIAM T CURRAN.
Who are the officers and directors of MARIE AND ANDREW LOBENSTEIN TR?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does MARIE AND ANDREW LOBENSTEIN TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $84,853, expenses of $66,963 and total assets of $1,303,619 at year end.

Other nonprofits in MAUSTON

All nonprofits in MAUSTON · Wisconsin · Religion-related