Nonprofit · EIN 39-6754553
ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901
Tax-exempt · BELOIT, WI 53511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,287 | $26,813 | -$6,526 | $355,935 | $0 | $355,935 |
| December 31, 2024 | 990-PF | $26,950 | $25,579 | $1,371 | $362,435 | $0 | $362,435 |
| December 31, 2023 | 990-PF | $18,538 | $23,952 | -$5,414 | $361,058 | $0 | $361,058 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $9,536
- Net gain from sales of assets
- $10,751
Expenses
- Grants and similar amounts paid
- $20,665
- Compensation of officers, directors and key employees
- $4,385
- Disbursements for charitable purposes
- $25,814
- Excise tax on investment income
- $268
Balance sheet and other
- Total assets, start of year
- $362,435
- Total assets, end of year
- $355,935
- Total liabilities, end of year
- $0
- Net assets, end of year
- $355,935
- Fair market value of assets
- $470,784
- Qualifying distributions
- $25,814
- Net investment income
- $20,287
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 |
|---|---|---|---|
| First National Bank and Trust Compa y 345 E Grand Ave, Beloit, WI 53511 | Trustee | 1 | $4,385 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First National Bank and Trust Compa y 345 E Grand Ave, Beloit, WI 53511 | Trustee | 1 | $4,248 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| First National Bank and Trust Compa 345 E Grand Ave, Beloit, WI 53511 | Trustee | 1 | $3,868 |
Address and contacts
- Address (IRS master file)
- 345 E GRAND AVE, BELOIT, WI 53511-6226
- In care of
- % FIRST NATIONAL BANK OF PLATTEVILL
- Signed the 990-PF
- FRAN D SORENSON, Trust Officer
- Phone
- (608) 363-8113
- Return prepared by
- FIRST NATIONAL BANK AND TRUST CO
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
- 39-6754553
- 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
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $355,935
- Income (IRS master file)
- $79,454
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,287 | $26,813 | $355,935 | IRS |
| 990-PF | December 2024 | $26,950 | $25,579 | $362,435 | IRS |
| 990-PF | December 2023 | $18,538 | $23,952 | $361,058 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 39-6754553).
Questions about ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901
- What is the EIN of ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901?
- The employer identification number (EIN) of ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901 is 39-6754553.
- Is ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901 file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901 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 ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901 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 ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $4,385 (First National Bank and Trust Compa y, Trustee).
- How much revenue does ROBERT A & MARJORIE M HARTSHORN CHAR TR FBO JESSIE WHITE UA 041901 have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,287, expenses of $26,813 and total assets of $355,935 at year end.
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