HERBERT A KAUFMAN CHARITABLE TRUST
Cite this
Plain text HERBERT A KAUFMAN CHARITABLE TRUST. Strategy Studio, nonprofit organization profile, tax years 2020–2025. https://strategystudio.org/org/453059894. Retrieved 2026-10-19.
APA Strategy Studio. (n.d.). HERBERT A KAUFMAN CHARITABLE TRUST [Nonprofit organization profile; tax years 2020–2025]. Retrieved October 19, 2026, from https://strategystudio.org/org/453059894
MLA “HERBERT A KAUFMAN CHARITABLE TRUST.” Strategy Studio, tax years 2020–2025, https://strategystudio.org/org/453059894. Accessed 19 Oct. 2026.
Retrieved 2026-10-19; covers tax years 2020–2025. Data: Strategy Studio, CC BY 4.0.
2025 · Form 990PF · revenue $4K · expenses $6K · assets $82K
- EIN
- 45-3059894
- Address
- STEPHENSON NATL BK TR 1820 HALL AVE, MARINETTE, WI 54143-0000
- NTEE code
- T20
- Subsection
- 501(c)(3)
- Ruling year
- 2013
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Stephenson National Bank & Trust Institution | TRUSTEE | 2020-2025 | $1,000 | $6,000 | 12 |
People by year
2025 · 1 person listed · 1 paid, $1K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST Institution | TRUSTEE | 2 | $1,000 | - | - | $1,000 | 12 |
2024 · 1 person listed · 1 paid, $1K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST Institution | TRUSTEE | 2 | $1,000 | - | - | $1,000 | 12 |
2023 · 1 person listed · 1 paid, $1K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST Institution | TRUSTEE | 2 | $1,000 | - | - | $1,000 | 12 |
2022 · 1 person listed · 1 paid, $1K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST Institution | TRUSTEE | 2 | $1,000 | - | - | $1,000 | 12 |
2021 · 1 person listed · 1 paid, $1K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST Institution | TRUSTEE | 2 | $1,000 | - | - | $1,000 | 12 |
2020 · 1 person listed · 1 paid, $1K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST Institution | TRUSTEE | 1 | $1,000 | - | - | $1,000 | 12 |
Highest-paid independent contractors
No independent contractors reported.
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2025 · 0 grants to organizations · $0 · 1 grant to individuals · $3K
2024 · 0 grants to organizations · $0 · 1 grant to individuals · $2K
2023 · 0 grants to organizations · $0 · 1 grant to individuals · $3K
2022 · 0 grants to organizations · $0 · 1 grant to individuals · $5K
2021 · 0 grants to organizations · $0 · 1 grant to individuals · $4K
2020 · 0 grants to organizations · $0 · 1 grant to individuals · $5K
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2025 · Form 990PF | ||||||||
| $3,762 | $6,475 | $81,746 | $81,746 | - | - | $1,000 | - | - |
| 2024 · Form 990PF | ||||||||
| $22,385 | $5,227 | $84,420 | $84,420 | - | - | $1,000 | - | - |
| 2023 · Form 990PF | ||||||||
| $4,329 | $5,539 | $67,205 | $67,205 | - | - | $1,000 | - | - |
| 2022 · Form 990PF | ||||||||
| -$643 | $7,671 | $68,489 | $68,489 | - | - | $1,000 | - | - |
| 2021 · Form 990PF | ||||||||
| $10,846 | $7,323 | $76,389 | $76,389 | - | - | $1,000 | - | - |
| 2020 · Form 990PF | ||||||||
| -$453 | $7,457 | $72,771 | $72,771 | - | - | $1,000 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| THE ROBERT C & SARAH JANE MOORE FAMILY FOUNDATION | WI | T20 | $2,649 | $39,012 | trustee | $0 | Same NTEE code T20, revenue within 2x, same state |
| HAROLD AND BERNICE DE WEERD FAMILY FOUNDATION INC | WI | T20 | $2,886 | $575 | DIRECTOR/PRES/TREAS | $0 | Same NTEE code T20, revenue within 2x, same state |
| EARNEST F & EDNA P ABER SCHOLARSHIP FUND | WI | T20 | $4,089 | $9,292 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, same state |
| HANSON FAMILY FOUNDATION INC | WI | T20 | $2,993 | $4,345 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| FORTUNE FAMILY FOUNDATION INC | WI | T20 | $3,631 | $32,829 | VICE PRESIDENT & SECRETARY | $0 | Same NTEE code T20, revenue within 2x, same state |
| PARE FOUNDATAION INC | WI | T20 | $4,273 | $29,338 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, same state |
| BIEL FAMILY FOUNDATION INC | WI | T20 | $2,815 | $10,014 | PRES/SECY/TREAS/DIR | $0 | Same NTEE code T20, revenue within 2x, same state |
| RYAN CHARITABLE TRUST | RI | T20 | $3,920 | $3,210 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x, similar name |
| I M CHARITABLE TRUST | FL | T20 | $3,240 | $4,500 | President | $0 | Same NTEE code T20, revenue within 2x, similar name |
| TITLEY CHARITABLE TRUST | TN | T20 | $4,030 | $2,750 | PRESIDENT | $0 | Same NTEE code T20, revenue within 2x, similar name |
| ESTRELLA CHARITABLE TRUST | TX | T20 | $3,052 | $675 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| THE MAXINE E@PATMAN CHARITABLE TRUST | PA | T20 | $3,120 | $98,548 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| HEIDEBRECHT FAMILY CHARITABLE TRUST | MD | T20 | $4,598 | $86,793 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| PAUL G DAVIS CHARITABLE TRUST | TX | T20 | $4,664 | $9,949 | TRUSTEE | $3,886 | Same NTEE code T20, revenue within 2x |
| JOHN E LODER CHARITABLE TRUST | MA | T20 | $5,009 | $0 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| 2024 GORDIAN TORK CHARITABLE TRUST | FL | T20 | $5,000 | $1,939 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| GRATEFUL FAMILY CHARITABLE TRUST | NE | T20 | $3,467 | $4,035 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| JOHN P & JOAN S BOGGESS CHARITABLE TRUST | PA | T20 | $3,096 | $2,225 | TRUSTEE | $1,125 | Same NTEE code T20, revenue within 2x |
| PRESCOTT FAMILY CHARITABLE TRUST | NC | T20 | $4,700 | $13,575 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| MARILYN RASMUSSEN CHARITABLE TRUST | IA | T20 | $3,756 | $13,112 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| DAVIDSON-ROGOVEIN CHARITABLE TRUST | AZ | T20 | $2,675 | $2,650 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| ROBERT W & ELEANOR O HILL FOUNDATION CHARITABLE TRUST | FL | T20 | $4,705 | $2,966 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| JARVIS CHARITABLE TR | MN | T20 | $2,678 | $4,140 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
| KHUU FAMILY CHARITABLE TR | CA | T20 | $3,695 | $6,073 | Trustee | $0 | Same NTEE code T20, revenue within 2x |
| PIRRUNG CHARITABLE TR | GA | T20 | $2,668 | $6,538 | TRUSTEE | $0 | Same NTEE code T20, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | $31,500 | 3 | 1 | 2016–2018 | COMMUNITY OF CARING HEARTS CHARITY |
| MAALOT | DAF sponsor | $15,820 | 1 | 1 | 2021–2021 | MENDEL FAMILY CHARITABLE FOUNDATION |
| MYER FAMILY CHARITABLE FOUNDATION | Private foundation | $11,000 | 3 | 1 | 2021–2023 | COMMUNITY OF CARING HEARTS CHARITY |
| ABRAHAM AND FLORENCE MENDEL FOUNDATION | Private foundation | $7,800 | 1 | 1 | 2010–2010 | MENDEL FAMILY CHARITABLE FOUNDATION |
| MINDYS HOPE FOUNDATION | Private foundation | $5,000 | 1 | 1 | 2017–2017 | COMMUNITY OF CARING HEARTS CHARITY |
| AMAZONSMILE FOUNDATION | Private foundation | $235 | 4 | 1 | 2020–2023 | COMMUNITY OF CARING HEARTS CHARITY |
| SARAMAR CHARITABLE FUND TR | Private foundation | $180 | 1 | 1 | 2018–2018 | KIMMEL-SPILLER CHARITABLE FOUNDATION |
| INTUIT FOUNDATION | Private foundation | $100 | 1 | 1 | 2016–2016 | COMMUNITY OF CARING HEARTS CHARITY |
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2025 · Form 990PF · $6,475 spent · pay $1,000 · grants $3,300 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,300 | 51.0% | |
| Pay: officers, directors, trustees | $1,000 | 15.4% | |
| Other expenses | $952 | 14.7% | |
| Fees: accounting | $700 | 10.8% | |
| Taxes | $523 | 8.1% | |
| Total | $6,475 | 100% |
2024 · Form 990PF · $5,227 spent · pay $1,000 · grants $2,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,500 | 47.8% | |
| Pay: officers, directors, trustees | $1,000 | 19.1% | |
| Other expenses | $898 | 17.2% | |
| Fees: accounting | $700 | 13.4% | |
| Taxes | $129 | 2.5% | |
| Total | $5,227 | 100% |
2023 · Form 990PF · $5,539 spent · pay $1,000 · grants $3,000 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $3,000 | 54.2% | |
| Pay: officers, directors, trustees | $1,000 | 18.1% | |
| Other expenses | $829 | 15.0% | |
| Fees: accounting | $700 | 12.6% | |
| Taxes | $10 | 0.2% | |
| Total | $5,539 | 100% |
2022 · Form 990PF · $7,671 spent · pay $1,000 · grants $4,800 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,800 | 62.6% | |
| Pay: officers, directors, trustees | $1,000 | 13.0% | |
| Other expenses | $917 | 12.0% | |
| Fees: accounting | $700 | 9.1% | |
| Taxes | $254 | 3.3% | |
| Total | $7,671 | 100% |
2021 · Form 990PF · $7,323 spent · pay $1,000 · grants $4,500 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,500 | 61.5% | |
| Other expenses | $1,083 | 14.8% | |
| Pay: officers, directors, trustees | $1,000 | 13.7% | |
| Fees: accounting | $700 | 9.6% | |
| Taxes | $40 | 0.5% | |
| Total | $7,323 | 100% |
2020 · Form 990PF · $7,457 spent · pay $1,000 · grants $4,800 · events $0
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,800 | 64.4% | |
| Pay: officers, directors, trustees | $1,000 | 13.4% | |
| Other expenses | $951 | 12.8% | |
| Fees: accounting | $700 | 9.4% | |
| Taxes | $6 | 0.1% | |
| Total | $7,457 | 100% |