STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Stephenson National Bank & Trust Institution TRUSTEE2020-2025 $1,000$6,000 12

People by year

2025 · 1 person listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHENSON NATIONAL BANK & TRUST Institution TRUSTEE2 $1,000-- $1,00012
2024 · 1 person listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHENSON NATIONAL BANK & TRUST Institution TRUSTEE2 $1,000-- $1,00012
2023 · 1 person listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHENSON NATIONAL BANK & TRUST Institution TRUSTEE2 $1,000-- $1,00012
2022 · 1 person listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHENSON NATIONAL BANK & TRUST Institution TRUSTEE2 $1,000-- $1,00012
2021 · 1 person listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHENSON NATIONAL BANK & TRUST Institution TRUSTEE2 $1,000-- $1,00012
2020 · 1 person listed · 1 paid, $1K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
STEPHENSON NATIONAL BANK & TRUST Institution TRUSTEE1 $1,000-- $1,00012

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2025 · Form 990PF period ending 2025-12-31 · view filing · original 990 ↗
$3,762$6,475 $81,746$81,746 -- $1,000--
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$22,385$5,227 $84,420$84,420 -- $1,000--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$4,329$5,539 $67,205$67,205 -- $1,000--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
-$643$7,671 $68,489$68,489 -- $1,000--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$10,846$7,323 $76,389$76,389 -- $1,000--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
-$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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
THE ROBERT C & SARAH JANE MOORE FAMILY FOUNDATIONWIT20 $2,649$39,012 trustee$0 Same NTEE code T20, revenue within 2x, same state
HAROLD AND BERNICE DE WEERD FAMILY FOUNDATION INCWIT20 $2,886$575 DIRECTOR/PRES/TREAS$0 Same NTEE code T20, revenue within 2x, same state
EARNEST F & EDNA P ABER SCHOLARSHIP FUNDWIT20 $4,089$9,292 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
HANSON FAMILY FOUNDATION INCWIT20 $2,993$4,345 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
FORTUNE FAMILY FOUNDATION INCWIT20 $3,631$32,829 VICE PRESIDENT & SECRETARY$0 Same NTEE code T20, revenue within 2x, same state
PARE FOUNDATAION INCWIT20 $4,273$29,338 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
BIEL FAMILY FOUNDATION INCWIT20 $2,815$10,014 PRES/SECY/TREAS/DIR$0 Same NTEE code T20, revenue within 2x, same state
RYAN CHARITABLE TRUSTRIT20 $3,920$3,210 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
I M CHARITABLE TRUSTFLT20 $3,240$4,500 President$0 Same NTEE code T20, revenue within 2x, similar name
TITLEY CHARITABLE TRUSTTNT20 $4,030$2,750 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
ESTRELLA CHARITABLE TRUSTTXT20 $3,052$675 Trustee$0 Same NTEE code T20, revenue within 2x
THE MAXINE E@PATMAN CHARITABLE TRUSTPAT20 $3,120$98,548 Trustee$0 Same NTEE code T20, revenue within 2x
HEIDEBRECHT FAMILY CHARITABLE TRUSTMDT20 $4,598$86,793 TRUSTEE$0 Same NTEE code T20, revenue within 2x
PAUL G DAVIS CHARITABLE TRUSTTXT20 $4,664$9,949 TRUSTEE$3,886 Same NTEE code T20, revenue within 2x
JOHN E LODER CHARITABLE TRUSTMAT20 $5,009$0 TRUSTEE$0 Same NTEE code T20, revenue within 2x
2024 GORDIAN TORK CHARITABLE TRUSTFLT20 $5,000$1,939 TRUSTEE$0 Same NTEE code T20, revenue within 2x
GRATEFUL FAMILY CHARITABLE TRUSTNET20 $3,467$4,035 TRUSTEE$0 Same NTEE code T20, revenue within 2x
JOHN P & JOAN S BOGGESS CHARITABLE TRUSTPAT20 $3,096$2,225 TRUSTEE$1,125 Same NTEE code T20, revenue within 2x
PRESCOTT FAMILY CHARITABLE TRUSTNCT20 $4,700$13,575 Trustee$0 Same NTEE code T20, revenue within 2x
MARILYN RASMUSSEN CHARITABLE TRUSTIAT20 $3,756$13,112 Trustee$0 Same NTEE code T20, revenue within 2x
DAVIDSON-ROGOVEIN CHARITABLE TRUSTAZT20 $2,675$2,650 Trustee$0 Same NTEE code T20, revenue within 2x
ROBERT W & ELEANOR O HILL FOUNDATION CHARITABLE TRUSTFLT20 $4,705$2,966 TRUSTEE$0 Same NTEE code T20, revenue within 2x
JARVIS CHARITABLE TRMNT20 $2,678$4,140 TRUSTEE$0 Same NTEE code T20, revenue within 2x
KHUU FAMILY CHARITABLE TRCAT20 $3,695$6,073 Trustee$0 Same NTEE code T20, revenue within 2x
PIRRUNG CHARITABLE TRGAT20 $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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$31,5003 12016–2018 COMMUNITY OF CARING HEARTS CHARITY
MAALOT DAF sponsor$15,8201 12021–2021 MENDEL FAMILY CHARITABLE FOUNDATION
MYER FAMILY CHARITABLE FOUNDATION Private foundation$11,0003 12021–2023 COMMUNITY OF CARING HEARTS CHARITY
ABRAHAM AND FLORENCE MENDEL FOUNDATION Private foundation$7,8001 12010–2010 MENDEL FAMILY CHARITABLE FOUNDATION
MINDYS HOPE FOUNDATION Private foundation$5,0001 12017–2017 COMMUNITY OF CARING HEARTS CHARITY
AMAZONSMILE FOUNDATION Private foundation$2354 12020–2023 COMMUNITY OF CARING HEARTS CHARITY
SARAMAR CHARITABLE FUND TR Private foundation$1801 12018–2018 KIMMEL-SPILLER CHARITABLE FOUNDATION
INTUIT FOUNDATION Private foundation$1001 12016–2016 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
LineAs describedTotalShare
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$6,475100%

View the filing

2024 · Form 990PF · $5,227 spent · pay $1,000 · grants $2,500 · events $0
LineAs describedTotalShare
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$5,227100%

View the filing

2023 · Form 990PF · $5,539 spent · pay $1,000 · grants $3,000 · events $0
LineAs describedTotalShare
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$5,539100%

View the filing

2022 · Form 990PF · $7,671 spent · pay $1,000 · grants $4,800 · events $0
LineAs describedTotalShare
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$7,671100%

View the filing

2021 · Form 990PF · $7,323 spent · pay $1,000 · grants $4,500 · events $0
LineAs describedTotalShare
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$7,323100%

View the filing

2020 · Form 990PF · $7,457 spent · pay $1,000 · grants $4,800 · events $0
LineAs describedTotalShare
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$7,457100%

View the filing