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Nonprofit · EIN 81-1484354

RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016

Tax-exempt · WAUSAU, WI 54402

Financials

$90K$137K2023$129K$136K2024$103K$134K2025
Revenue Expenses · by fiscal year end
Financials of RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$102,567$134,483-$31,916$1,314,969$0$1,314,969
December 31, 2024990-PF$129,205$136,469-$7,264$1,347,678$0$1,347,678
December 31, 2023990-PF$89,759$136,651-$46,892$1,355,783$0$1,355,783
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$27,091
Interest
$13,165
Net gain from sales of assets
$62,311

Expenses

Grants and similar amounts paid
$112,208
Compensation of officers, directors and key employees
$17,010
Disbursements for charitable purposes
$119,412
Excise tax on investment income
$1,218

Balance sheet and other

Total assets, start of year
$1,347,678
Total assets, end of year
$1,314,969
Total liabilities, end of year
$0
Net assets, end of year
$1,314,969
Fair market value of assets
$2,588,065
Qualifying distributions
$119,412
Net investment income
$101,764

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
MELISSA KAMPMANN
500 NORTH FIRST STREET SUITE 8000, WAUSAU, WI 54403
TRUSTEE1$8,505
Amy E Ebeling
500 NORTH FIRST STREET SUITE 8000, WAUSAU, WI 54403
TRUSTEE1$8,505
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
MELISSA KAMPMANN
500 NORTH FIRST STREET SUITE 8000, WAUSAU, WI 54403
TRUSTEE1$8,125
Amy E Ebeling
500 NORTH FIRST STREET SUITE 8000, WAUSAU, WI 54403
TRUSTEE1$8,124
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
MELISSA KAMPMANN
500 NORTH FIRST STREET SUITE 8000, WAUSAU, WI 54403
TRUSTEE1$7,581
Amy E Ebeling
500 NORTH FIRST STREET SUITE 8000, WAUSAU, WI 54403
TRUSTEE1$7,581

Address and contacts

Address (IRS master file)
PO BOX 8050, WAUSAU, WI 54402-8050
In care of
% MELISSA S KAMPMANN
Signed the 990-PF
MELISSA KAMPMANN, TRUSTEE
Phone
(715) 845-4336
Return prepared by
DELOITTE TAX 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, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
81-1484354
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
2017
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$1,314,969
Income (IRS master file)
$358,274

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$102,567$134,483$1,314,969IRS
990-PFDecember 2024$129,205$136,469$1,347,678XML
990-PFDecember 2023$89,759$136,651$1,355,783XML
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 81-1484354).

Questions about RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016

What is the EIN of RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016?
The employer identification number (EIN) of RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016 is 81-1484354.
Is RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
Are donations to RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016 file?
Form 990-PF. Private foundations file every year.
When is the next return of RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016 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 RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016 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 RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016?
The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $8,505 (MELISSA KAMPMANN, TRUSTEE).
How much revenue does RAYMOND A AND AMELLA P BEILKE TRUST FOR MAYO CLINIC DTD 02-15-2016 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $102,567, expenses of $134,483 and total assets of $1,314,969 at year end.

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