Nonprofit · EIN 84-4677135
ISAAC C VAN METER IV FAMILY FUND INC
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990-PF | $206,153 | $123,016 | $83,137 | $883,445 | $0 | $883,445 |
| April 30, 2024 | 990-PF | $142,277 | $117,596 | $24,681 | $800,311 | $0 | $800,311 |
Financial details: 990-PF for the year ended April 30, 2025
Revenue
- Dividends
- $47,862
- Net gain from sales of assets
- $158,259
- Other income
- $32
Expenses
- Grants and similar amounts paid
- $108,500
- Disbursements for charitable purposes
- $112,400
- Excise tax on investment income
- $2,750
Balance sheet and other
- Total assets, start of year
- $800,311
- Total assets, end of year
- $883,445
- Total liabilities, end of year
- $0
- Net assets, end of year
- $883,445
- Fair market value of assets
- $2,407,094
- Qualifying distributions
- $112,400
- Net investment income
- $206,151
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA VAN METER 1717 DIXIE HIGHWAY SUITE 910, COVINGTON, KY 41011 | PRESIDENT | 1 | $0 |
| CAROLINE VAN METER 1717 DIXIE HIGHWAY SUITE 910, COVINGTON, KY 41011 | VICE PRESIDENT | 1 | $0 |
| HELEN TWEED 1717 DIXIE HIGHWAY SUITE 910, COVINGTON, KY 41011 | SECRETARY | 1 | $0 |
| ISAAC VAN METER V 1717 DIXIE HIGHWAY SUITE 910, COVINGTON, KY 41011 | TREASURER | 1 | $0 |
990-PF for the year ended April 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA VAN METER 1717 DIXIE HIGHWAY SUITE 910, COVINGTON, KY 41011 | PRESIDENT | 1 | $0 |
| CAROLINE VAN METER 1717 DIXIE HIGHWAY SUITE 910, COVINGTON, KY 41011 | VICE PRESIDENT | 1 | $0 |
| HELEN TWEED 1717 DIXIE HIGHWAY SUITE 910, COVINGTON, KY 41011 | SECRETARY | 1 | $0 |
| ISAAC VAN METER V 1717 DIXIE HIGHWAY SUITE 910, COVINGTON, KY 41011 | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % BAIRD TRUST COMPANY TTEE
- Signed the 990-PF
- -, TRUSTEE
- Phone
- (513) 632-2018
- Return prepared by
- PWC US 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990-PF on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990-PF on file |
IRS record
- EIN
- 84-4677135
- 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
- 2020
- Accounting year ends
- April
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $883,445
- Income (IRS master file)
- $312,942
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | April 2025 | $206,153 | $123,016 | $883,445 | XML |
| 990-PF | April 2024 | $142,277 | $117,596 | $800,311 | XML |
| 990-PF | April 2023 | – | – | – | IRS |
| 990-PF | April 2022 | – | – | – | IRS |
| 990-PF | April 2021 | – | – | – | 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 84-4677135).
Questions about ISAAC C VAN METER IV FAMILY FUND INC
- What is the EIN of ISAAC C VAN METER IV FAMILY FUND INC?
- The employer identification number (EIN) of ISAAC C VAN METER IV FAMILY FUND INC is 84-4677135.
- Is ISAAC C VAN METER IV FAMILY FUND INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2020.
- Are donations to ISAAC C VAN METER IV FAMILY FUND INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ISAAC C VAN METER IV FAMILY FUND INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ISAAC C VAN METER IV FAMILY FUND INC due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ISAAC C VAN METER IV FAMILY FUND INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended April 2025.
- Who are the officers and directors of ISAAC C VAN METER IV FAMILY FUND INC?
- The 990-PF for the year ended April 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does ISAAC C VAN METER IV FAMILY FUND INC have?
- On its 990-PF for the year ended April 30, 2025 it reported revenue of $206,153, expenses of $123,016 and total assets of $883,445 at year end.
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