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Nonprofit · EIN 83-6355810

JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018

Also known as CHARLES R LEADHOLM TTEE

Tax-exempt · MADISON, WI 53713

Financials

$2K$33K2023$7K$26K2024$60K$32K2025
Revenue Expenses · by fiscal year end
Financials of JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$60,109$32,173$27,936$104,615$0$104,615
December 31, 2024990-PF$7,156$25,590-$18,434$76,668$0$76,668
December 31, 2023990-PF$2,377$33,117-$30,740$95,063$0$95,063
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$51,500
Dividends
$1,748
Net gain from sales of assets
$6,861

Expenses

Grants and similar amounts paid
$30,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$30,000
Excise tax on investment income
$120

Balance sheet and other

Total assets, start of year
$76,668
Total assets, end of year
$104,615
Total liabilities, end of year
$0
Net assets, end of year
$104,615
Fair market value of assets
$115,383
Qualifying distributions
$30,000
Net investment income
$8,609

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
CHARLES R LEADHOLM
3037 WAUNONA WAY, MONONA, WI 537132273
GRANTOR & TRUSTEE1$0
JEANNE M PARUS
3037 WAUNONA WAY, MONONA, WI 537132273
GRANTOR & TRUSTEE1$0
MICHAEL BROGLIO
1526 ASHBURNHAM DR, CROFTON, MD 21114
TRUSTEE1$0
BARBARA LEADHOLM ABRAMS
3048 MONTE SERENO, PALM SPRINGS, CA 92264
TRUSTEE1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
CHARLES R LEADHOLM
3037 WAUNONA WAY, MONONA, WI 537132273
GRANTOR & TRUSTEE1$0
JEANNE M PARUS
3037 WAUNONA WAY, MONONA, WI 537132273
GRANTOR & TRUSTEE1$0
MICHAEL BROGLIO
1526 ASHBURNHAM DR, CROFTON, MD 21114
TRUSTEE1$0
BARBARA LEADHOLM ABRAMS
3048 MONTE SERENO, PALM SPRINGS, CA 92264
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
CHARLES R LEADHOLM
3037 WAUNONA WAY, MONONA, WI 537132273
GRANTOR & TRUSTEE1$0
JEANNE M PARUS
3037 WAUNONA WAY, MONONA, WI 537132273
GRANTOR & TRUSTEE1$0
MICHAEL BROGLIO
1526 ASHBURNHAM DRIVE, CROFTON, MD 21114
TRUSTEE1$0
BARBARA LEADHOLM ABRAMS
3048 MONTE SERENO, PALM SPRINGS, CA 92264
TRUSTEE1$0

Address and contacts

Address (IRS master file)
3037 WAUNONA WAY, MADISON, WI 53713-2273
In care of
% CHARLES R LEADHOLM
Signed the 990-PF
CHARLES R LEADHOLM, GRANTOR & TRUSTEE
Phone
(608) 217-6140
Return prepared by
YAHARA CPAS LLC

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
83-6355810
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$104,615
Income (IRS master file)
$127,397

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$60,109$32,173$104,615XML
990-PFDecember 2024$7,156$25,590$76,668XML
990-PFDecember 2023$2,377$33,117$95,063XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 83-6355810).

Questions about JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018

What is the EIN of JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018?
The employer identification number (EIN) of JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018 is 83-6355810.
Is JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018 file?
Form 990-PF. Private foundations file every year.
When is the next return of JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018 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 JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018 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 JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does JC2 TR FOR THE UNDERSERVED DATED SEPTEMBER 11 2018 have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $60,109, expenses of $32,173 and total assets of $104,615 at year end.

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