Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 43-6921282

JOHN AND DOROTHY ZWIEBEL TR

Tax-exempt · MILWAUKEE, WI 53202

Financials

$26K$33K2023$10K$36K2024
Revenue Expenses · by fiscal year end
Financials of JOHN AND DOROTHY ZWIEBEL TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$10,184$36,296-$26,112$660,322$0$660,322
December 31, 2023990-PF$25,545$33,010-$7,465$686,009$0$686,009
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$29,324
Interest
$722
Net gain from sales of assets
-$19,862

Expenses

Grants and similar amounts paid
$25,075
Compensation of officers, directors and key employees
$8,629
Disbursements for charitable purposes
$36,296
Excise tax on investment income
$530

Balance sheet and other

Total assets, start of year
$686,009
Total assets, end of year
$660,322
Total liabilities, end of year
$0
Net assets, end of year
$660,322
Fair market value of assets
$682,205
Qualifying distributions
$36,296
Net investment income
$38,133

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
WINTRUST PRIVATE TRUST COMPANY
401 KILBOURN AVE, MILWAUKEE, WI 53202
TRUSTEE0$8,629
JOHN SMITH
400 MILWAUKEE AVE, BURLINGTON, WI 53105
COMM MEMBER0$0
REV MARY DAVIS
216 E CHANDLER BLVD, BURLINGTON, WI 53105
COMM MEMBER0$0
JULIE O'NIELL
1260 NORTH ROAD, BURLINGTON, WI 53105
COMM MEMBER0$0
COMMANDER DENNIS BUSCH
8424 WHEATLAND ROAD, BURLINGTON, WI 53105
COMM MEMBER0$0
990-PF for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
WINSTRUST WEALTH MANAGEMENT THE CHICAGO TRUST COMPANY
401 KILBOURN AVE, MILWAUKEE, WI 53202
TRUSTEE0.5$5,957
JOHN SMITH
400 MILWAUKEE AVE, BURLINGTON, WI 53105
COMM MEMBER0.25$0
REV MARY DAVIS
216 E CHANDLER BLVD, BURLINGTON, WI 53105
COMM MEMBER0.25$0
JULIE O'NIELL
1260 NORTH ROAD, BURLINGTON, WI 53105
COMM MEMBER0.25$0
BRIAN SHIMON
148 MCHENRY STREET, BURLINGTON, WI 53105
COMM MEMBER0.25$0
PASTOR JAMES VOLKERT
108 MCHENRY STREET, BURLINGTON, WI 53105
COMM MEMBER0.25$0
AMY LEVONIAN
400 MCKENNA PKWY, BURLINGTON, WI 53105
COMM MEMBER0.25$0
COMMANDER ROBERT BROWN
589 MILWAUKEE AVE, BURLINGTON, WI 53105
COMM MEMBER0.25$0

Address and contacts

Address (IRS master file)
401 KILBOURN AVE, MILWAUKEE, WI 53202-3212
In care of
% KIMBERLY BLINK
Signed the 990-PF
WINTRUST PRIVATE TRUST COMPANY, TRUSTEE
Phone
(414) 831-8306
Return prepared by
EDWARDS GROUP CPAS SC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
43-6921282
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
2007
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$660,322
Income (IRS master file)
$521,326

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$10,184$36,296$660,322IRS
990-PFDecember 2023$25,545$33,010$686,009XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 43-6921282).

Questions about JOHN AND DOROTHY ZWIEBEL TR

What is the EIN of JOHN AND DOROTHY ZWIEBEL TR?
The employer identification number (EIN) of JOHN AND DOROTHY ZWIEBEL TR is 43-6921282.
Is JOHN AND DOROTHY ZWIEBEL TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
Are donations to JOHN AND DOROTHY ZWIEBEL TR tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JOHN AND DOROTHY ZWIEBEL TR file?
Form 990-PF. Private foundations file every year.
When is the next return of JOHN AND DOROTHY ZWIEBEL TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JOHN AND DOROTHY ZWIEBEL TR last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of JOHN AND DOROTHY ZWIEBEL TR?
The 990-PF for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $8,629 (WINTRUST PRIVATE TRUST COMPANY, TRUSTEE).
How much revenue does JOHN AND DOROTHY ZWIEBEL TR have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,184, expenses of $36,296 and total assets of $660,322 at year end.

Other nonprofits in MILWAUKEE

All nonprofits in MILWAUKEE · Wisconsin · Education