Nonprofit · EIN 45-6691848
KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST
Tax-exempt · APPLETON, WI 54914
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $195,388 | $165,026 | $30,362 | $2,136,278 | $0 | $2,136,278 |
| December 31, 2024 | 990-PF | $143,888 | $156,249 | -$12,361 | $2,105,916 | $0 | $2,105,916 |
| December 31, 2023 | 990-PF | $196,427 | $149,629 | $46,798 | $2,118,291 | $0 | $2,118,291 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $68,456
- Net gain from sales of assets
- $125,827
- Other income
- $1,105
Expenses
- Grants and similar amounts paid
- $133,000
- Compensation of officers, directors and key employees
- $13,400
- Disbursements for charitable purposes
- $140,650
- Excise tax on investment income
- $2,405
Balance sheet and other
- Total assets, start of year
- $2,105,916
- Total assets, end of year
- $2,136,278
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,136,278
- Fair market value of assets
- $2,790,442
- Qualifying distributions
- $140,650
- Net investment income
- $195,388
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 SUITE 201, APPLETON, WI 54914 | TRUSTEE | 1.33 | $13,400 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST COMPANY 3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914 | TRUSTEE | 1.33 | $13,132 |
990-PF for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIDUCIARY PARTNERS TRUST COMPANY 3913 W PROSPECT AVE SUITE 201, APPLETON, WI 54914 | TRUSTEE | 1.33 | $12,437 |
Address and contacts
- Address (IRS master file)
- 3913 W PROSPECT AVE STE 201, APPLETON, WI 54914-8797
- In care of
- % FIDUCIARY PARTNERS INC
- Signed the 990-PF
- FIDUCIARY PARTNERS TRUST COMPANY, 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
- 45-6691848
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,136,278
- Income (IRS master file)
- $678,981
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $195,388 | $165,026 | $2,136,278 | IRS |
| 990-PF | December 2024 | $143,888 | $156,249 | $2,105,916 | IRS |
| 990-PF | December 2023 | $196,427 | $149,629 | $2,118,291 | 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 45-6691848).
Questions about KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST
- What is the EIN of KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST?
- The employer identification number (EIN) of KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST is 45-6691848.
- Is KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST 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 KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST 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 KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $13,400 (FIDUCIARY PARTNERS TRUST COMPANY, TRUSTEE).
- How much revenue does KAREN K ST JOHN CHARITABLE EDUCATIO EDUCATION TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $195,388, expenses of $165,026 and total assets of $2,136,278 at year end.
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All nonprofits in APPLETON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations