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Nonprofit · EIN 84-4063178

BERNARD AND JESSICA YOUSO CHARITABLE FUND INC

Tax-exempt (reinstated) · WEST BEND, WI 53095

Financials

$2K$23K2023$755$39K2024
Revenue Expenses · by fiscal year end
Financials of BERNARD AND JESSICA YOUSO CHARITABLE FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$755$38,582-$37,827$276,216$0$276,216
December 31, 2023990-PF$1,753$23,138-$21,385$314,043$0$314,043
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$5
Interest
$748
Other income
$2

Expenses

Grants and similar amounts paid
$30,318
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$38,572
Excise tax on investment income
$10

Balance sheet and other

Total assets, start of year
$314,043
Total assets, end of year
$276,216
Total liabilities, end of year
$0
Net assets, end of year
$276,216
Fair market value of assets
$276,216
Qualifying distributions
$38,572
Net investment income
$748

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
BERNARD YOUSO
4179 LILY RD, WEST BEND, WI 53095
CHAIRMAN, TREASURER, SECRETARY7$0
JESSICA YOUSO
4179 LILY RD, WEST BEND, WI 53095
PRESIDENT7$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
BERNARD YOUSO
4179 LILY RD, WEST BEND, WI 53095
CHAIRMAN, TREASURER, SECRETARY7$0
JESSICA YOUSO
4179 LILY RD, WEST BEND, WI 53095
PRESIDENT7$0

Address and contacts

Address (IRS master file)
4179 LILY RD, WEST BEND, WI 53095-8737
In care of
% BERNARD P YOUSO
Signed the 990-PF
BERNARD YOUSO, CHAIRMAN, TREASURER AND SECRETARY
Phone
(920) 539-2693
Return prepared by
CLIFTONLARSONALLEN 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
84-4063178
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
2023
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$276,216
Income (IRS master file)
$755

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 2024$755$38,582$276,216XML
990-PFDecember 2023$1,753$23,138$314,043XML

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 84-4063178).

Questions about BERNARD AND JESSICA YOUSO CHARITABLE FUND INC

What is the EIN of BERNARD AND JESSICA YOUSO CHARITABLE FUND INC?
The employer identification number (EIN) of BERNARD AND JESSICA YOUSO CHARITABLE FUND INC is 84-4063178.
Is BERNARD AND JESSICA YOUSO CHARITABLE FUND INC tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2022 and reinstated it effective May 15, 2022.
Are donations to BERNARD AND JESSICA YOUSO CHARITABLE FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BERNARD AND JESSICA YOUSO CHARITABLE FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of BERNARD AND JESSICA YOUSO CHARITABLE FUND 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 BERNARD AND JESSICA YOUSO CHARITABLE FUND 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 BERNARD AND JESSICA YOUSO CHARITABLE FUND INC?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does BERNARD AND JESSICA YOUSO CHARITABLE FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $755, expenses of $38,582 and total assets of $276,216 at year end.

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