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Nonprofit · EIN 39-6700076

ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997

Tax-exempt · NEENAH, WI 54957

Financials

$12K$18K2023$25K$20K2024
Revenue Expenses · by fiscal year end
Financials of ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$24,609$19,542$5,067$255,933$0$255,933
June 30, 2024990-PF$12,475$18,324-$5,849$250,849$0$250,849
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Dividends
$7,187
Net gain from sales of assets
$17,422

Expenses

Grants and similar amounts paid
$15,430
Compensation of officers, directors and key employees
$2,550
Disbursements for charitable purposes
$16,068
Excise tax on investment income
$315

Balance sheet and other

Total assets, start of year
$250,849
Total assets, end of year
$255,933
Total liabilities, end of year
$0
Net assets, end of year
$255,933
Fair market value of assets
$357,965
Qualifying distributions
$16,068
Net investment income
$24,609

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
LEGACY PRIVATE TRUST COMPANY
TWO NEENAH CTR ST 501, NEENAH, WI 54956
TREASURER & TRUSTEE2$2,550
LIESL BRITZKE
348 LAKE ROAD, MENASHA, WI 54952
CHAIRMAN & TRUSTEE1$0
HEATHER VOSS
953 TWELVE OAKS LANE, MENASHA, WI 54952
VICE CHAIRMAN & TRUSTEE1$0
MICHAELA BRENN
2397 WOODLAND HILLS DRIVE, MENASHA, WI 54952
SECRETARY & TRUSTEE1$0
MEGHAN HEALY
PO BOX 788, NEENAH, WI 54957
TRUSTEE1$0
990-PF for the year ended June 30, 2024: 5 people
NameTitleHours / weekCompensation
LIESL BRITZKE
348 LAKE ROAD, MENASHA, WI 54952
CHAIRMAN & TRUSTEE1$0
HEATHER VOSS
953 TWELVE OAKS LANE, MENASHA, WI 54952
VICE CHAIRMAN & TRUSTEE1$0
MICHAELA BRENN
2397 WOODLAND HILLS DRIVE, MENASHA, WI 54952
SECRETARY & TRUSTEE1$0
Brenton Teeling
TWO NEENAH CTR ST 501, NEENAH, WI 54956
TREASURER & TRUSTEE1$0
MEGHAN HEALY
PO BOX 788, NEENAH, WI 54957
TRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 649, NEENAH, WI 54957-0649
In care of
% ASSOCIATED BANK NA
Signed the 990-PF
LIESL BRITZKE, CHAIRMAN
Phone
(920) 967-5020
Return prepared by
TRUST TAX COMPLIANCE LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
39-6700076
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
1999
Accounting year ends
June
Files
Form 990-PF
Category (NTEE)
Education (B120)
Assets (IRS master file)
$255,933
Income (IRS master file)
$123,420

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$24,609$19,542$255,933XML
990-PFJune 2024$12,475$18,324$250,849XML
990-PFJune 2023–––IRS
990-PFJune 2022–––IRS
990-PFJune 2021–––IRS
990-PFJune 2019–––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 39-6700076).

Questions about ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997

What is the EIN of ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997?
The employer identification number (EIN) of ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997 is 39-6700076.
Is ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997 file?
Form 990-PF. Private foundations file every year.
When is the next return of ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997 due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997 last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997?
The 990-PF for the year ended June 30, 2025 lists 5 people; 1 received compensation from the organization, the highest $2,550 (LEGACY PRIVATE TRUST COMPANY, TREASURER & TRUSTEE).
How much revenue does ST MARY CENTRAL-SETON EDUCATION ENDOWMENT FUND AGENCY 08051997 have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $24,609, expenses of $19,542 and total assets of $255,933 at year end.

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