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Nonprofit · EIN 61-1580005

THOMAS J AND CAROL J JOSEPH FOUNDATION INC

Tax-exempt (reinstated) · OMRO, WI 54963

Financials

$433K$615K2023$520K$400K2024$56K$6K2025
Revenue Expenses · by fiscal year end
Financials of THOMAS J AND CAROL J JOSEPH FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$55,593$6,489$49,104$1,044,381$0$1,044,381
December 31, 2024990-PF (amended)$519,698$400,141$119,557$995,277$0$995,277
December 31, 2023990-PF$432,676$615,372-$182,696$875,720$0$875,720
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Dividends
$24,323
Net gain from sales of assets
$31,270

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$0
Excise tax on investment income
$685

Balance sheet and other

Total assets, start of year
$995,277
Total assets, end of year
$1,044,381
Total liabilities, end of year
$0
Net assets, end of year
$1,044,381
Fair market value of assets
$1,353,810
Net investment income
$55,797

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.

NameTitleHours / weekCompensation
THOMAS J JOSEPH
4490 HARBOR VILLAGE DRIVE, OMRO, WI 54963
PRESIDENT0$0
CAROL J JOSEPH
4490 HARBOR VILLAGE DRIVE, OMRO, WI 54963
TREASURER/SECRETARY0$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
THOMAS J JOSEPH
4490 HARBOR VILLAGE DRIVE, OMRO, WI 54963
PRESIDENT0$0
CAROL J JOSEPH
4490 HARBOR VILLAGE DRIVE, OMRO, WI 54963
TREASURER/SECRETARY0$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
THOMAS J JOSEPH
4490 HARBOR VILLAGE DRIVE, OMRO, WI 54963
PRESIDENT0$0
CAROL J JOSEPH
4490 HARBOR VILLAGE DRIVE, OMRO, WI 54963
TREASURER/SECRETARY0$0

Address and contacts

Address (IRS master file)
4490 HARBOR VILLAGE DR, OMRO, WI 54963-9499
Signed the 990-PF
THOMAS J JOSEPH, PRESIDENT
Phone
(920) 216-1296
Return prepared by
PHILLIPS FELDMAN GROUP

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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
61-1580005
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
2022
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,044,381
Income (IRS master file)
$418,829

Revocation and reinstatement

Exemption revoked
May 15, 2022
Posted by the IRS
August 8, 2022
Reinstated
Effective May 15, 2022

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$55,593$6,489$1,044,381XML
990-PFDecember 2024$519,698$400,141$995,277XML
990-PFDecember 2023$432,676$615,372$875,720XML
990-PFDecember 2022–––IRS
990-PFDecember 2017–––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 61-1580005).

Questions about THOMAS J AND CAROL J JOSEPH FOUNDATION INC

What is the EIN of THOMAS J AND CAROL J JOSEPH FOUNDATION INC?
The employer identification number (EIN) of THOMAS J AND CAROL J JOSEPH FOUNDATION INC is 61-1580005.
Is THOMAS J AND CAROL J JOSEPH FOUNDATION INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2022 and reinstated it effective May 15, 2022.
Are donations to THOMAS J AND CAROL J JOSEPH FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS J AND CAROL J JOSEPH FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS J AND CAROL J JOSEPH FOUNDATION INC 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 THOMAS J AND CAROL J JOSEPH FOUNDATION INC 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 THOMAS J AND CAROL J JOSEPH FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does THOMAS J AND CAROL J JOSEPH FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $55,593, expenses of $6,489 and total assets of $1,044,381 at year end.

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