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Nonprofit · EIN 76-0762216

THOMAS AND JANET PLUMB FAMILY FOUNDATION INC

Tax-exempt · MADISON, WI 53717

Financials

$393$20K2023$3K$8K2024
Revenue Expenses · by fiscal year end
Financials of THOMAS AND JANET PLUMB FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,612$7,500-$4,888$82,378$0$82,378
December 31, 2023990-PF$393$20,000-$19,607$87,266$0$87,266
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Net gain from sales of assets
$2,612

Expenses

Grants and similar amounts paid
$7,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$7,500
Excise tax on investment income
$36

Balance sheet and other

Total assets, start of year
$87,266
Total assets, end of year
$82,378
Total liabilities, end of year
$0
Net assets, end of year
$82,378
Fair market value of assets
$109,311
Qualifying distributions
$7,500
Net investment income
$2,612

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
JANET PLUMB
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
PRESIDENT1$0
THOMAS PLUMB
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
VICE PRESIDENT1$0
MICHAEL PLUMB
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
VICE PRESIDENT1$0
NATHAN PLUMB
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
TREASURER1$0
HOPE PLUMB DAVIS
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JANET PLUMB
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
PRESIDENT1$0
THOMAS PLUMB
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
VICE PRESIDENT1$0
MICHAEL PLUMB
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
VICE PRESIDENT1$0
NATHAN PLUMB
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
TREASURER1$0
HOPE PLUMB DAVIS
8020 EXCELSIOR DRIVE SUITE 402, MADISON, WI 53717
DIRECTOR1$0

Address and contacts

Address (IRS master file)
8020 EXCELSIOR DR STE 402, MADISON, WI 53717-1998
In care of
% PLUMB TRUST COMPANY
Signed the 990-PF
THOMAS PLUMB, OFFICER
Phone
(608) 960-4616
Return prepared by
MEICHER 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 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
76-0762216
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
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$82,378
Income (IRS master file)
$7,880

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,612$7,500$82,378XML
990-PFDecember 2023$393$20,000$87,266XML
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 76-0762216).

Questions about THOMAS AND JANET PLUMB FAMILY FOUNDATION INC

What is the EIN of THOMAS AND JANET PLUMB FAMILY FOUNDATION INC?
The employer identification number (EIN) of THOMAS AND JANET PLUMB FAMILY FOUNDATION INC is 76-0762216.
Is THOMAS AND JANET PLUMB FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to THOMAS AND JANET PLUMB FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THOMAS AND JANET PLUMB FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of THOMAS AND JANET PLUMB FAMILY FOUNDATION INC 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 THOMAS AND JANET PLUMB FAMILY FOUNDATION INC 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 THOMAS AND JANET PLUMB FAMILY FOUNDATION INC?
The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does THOMAS AND JANET PLUMB FAMILY FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,612, expenses of $7,500 and total assets of $82,378 at year end.

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