Nonprofit · EIN 39-6795347
GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION
Tax-exempt · APPLETON, WI 54914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $18,878 | $17,645 | $1,233 | $248,064 | $0 | $248,064 |
| December 31, 2024 | 990-PF | $25,986 | $17,625 | $8,361 | $246,816 | $0 | $246,816 |
| December 31, 2023 | 990-PF | $23,081 | $17,298 | $5,783 | $238,311 | $0 | $238,311 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $6,008
- Net gain from sales of assets
- $12,870
Expenses
- Grants and similar amounts paid
- $12,000
- Compensation of officers, directors and key employees
- $3,600
- Disbursements for charitable purposes
- $13,185
- Excise tax on investment income
- $206
Balance sheet and other
- Total assets, start of year
- $246,816
- Total assets, end of year
- $248,064
- Total liabilities, end of year
- $0
- Net assets, end of year
- $248,064
- Fair market value of assets
- $310,203
- Qualifying distributions
- $13,185
- Net investment income
- $18,878
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 |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST COMPANY 3913 W PROSPECT AVE STE 201, APPLETON, WI 54914 | TRUSTEE | 2 | $3,600 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST COMPANY 3913 W PROSPECT AVE STE 201, APPLETON, WI 54914 | TRUSTEE | 2 | $3,600 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST COMPANY 3913 W PROSPECT AVE STE 201, APPLETON, WI 54914 | TRUSTEE | 2 | $3,600 |
Address and contacts
- Address (IRS master file)
- 3913 W PROSPECT AVE STE 201 # 2, APPLETON, WI 54914-8797
- In care of
- % FIDUCIARY PARTNERS
- Signed the 990-PF
- MELISSA MISLINSKI, TRUSTEE
- Phone
- (920) 380-9960
- Return prepared by
- HAWKINS ASH CPAS 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
- 39-6795347
- 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
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T21)
- Assets (IRS master file)
- $248,064
- Income (IRS master file)
- $20,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $18,878 | $17,645 | $248,064 | IRS |
| 990-PF | December 2024 | $25,986 | $17,625 | $246,816 | IRS |
| 990-PF | December 2023 | $23,081 | $17,298 | $238,311 | 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 39-6795347).
Questions about GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION
- What is the EIN of GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION?
- The employer identification number (EIN) of GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION is 39-6795347.
- Is GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION 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 GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION 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 GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,600 (FIDUCIARY PARTNERS TRUST COMPANY, TRUSTEE).
- How much revenue does GERHARD AND MILMA NAESETH CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $18,878, expenses of $17,645 and total assets of $248,064 at year end.
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