Form 990 for tax year 2024
Filed by ROBERT AND PATRICIA ENDRIES FAMILY FOUNDATION LTD.
Totals
- Total revenue
- $362,001
- Total expenses
- $4,808,066
- Contributions and grants received
- $0
- Grants paid
- $4,753,129
- Program service revenue
- $0
- Investment income
- $362,001
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $4,765,965
- Management and general expenses
- $42,101
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,765,965
Program services were 99.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $30,211 · excluded $30,211
-
7a · Gross sales of assets other than inventory
securities $976,811
-
7b · Less cost or other basis and sales expenses
securities $645,021
-
7c · Gain or loss
securities $331,790
-
7d · Net gain or loss
total $331,790 · excluded $331,790
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,753,129 · program services $4,753,129
-
11a · Fees: management
total $23,811 · program services $11,905 · management and general $11,906
-
11b · Fees: legal
total $3,774 · management and general $3,774
-
11c · Fees: accounting
total $10,815 · management and general $10,815
-
11f · Fees: investment management
total $15,178 · management and general $15,178
-
13 · Office expenses
total $1,352 · program services $927 · management and general $425
-
14 · Information technology
total $7 · program services $4 · management and general $3
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $150 · end of year $0
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $1,326,830 · end of year $0
-
12 · Investments: other securities
beginning of year $2,699,132 · end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $309,119 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $25 · end of year $0
-
18 · Grants payable
beginning of year $156,673 · end of year $0
-
27 · Net assets without donor restrictions
beginning of year $4,178,533 · end of year $0
Mission and programs · 2024
Mission
TO BENEFIT PEOPLE AND NON-PROFIT ORGANIZATIONS IN NEED, PRIMARILY IN THE BRILLION AREA BUT WITH SOME CONSIDERATION TO THE FOX VALLEY, LAKESHORE AND NORTHEASTERN AREAS OF WISCONSIN. NATIONAL GIFTS WILL BE CONSIDERED ON AN EXCEPTIONAL BASIS (I.E.; HURRICANE RELIEF).
Activities or mission (Part I)
PROVIDE GRANTS TO QUALIFIED CHARITABLE ORGANIZATIONS AS DETERMINED BY THE BOARD OF DIRECTORS.
-
PROVIDED 34 GRANTS TO APPROXIMATELY 28 CHARITABLE ORGANIZATIONS.
Expenses $4,765,965 · Grants $4,753,129
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
THOMAS ENDRIES
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
STEVE ENDRIES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
PATRICIA ENDRIES
DIRECTOR THRU 11/24
- Total calculated
- $0
- Hours/week
- 1
-
MARCIA ENDRIES-POMASL
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
STEVE MUELLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CHARLES KOEHLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
SARAH PIELHOP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
TOM MULLINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
CAROLE RAJKOVICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
PHILANTHROPY, VOLUNTARISM
-
COMMUNITY IMPROVEMENT & CAPACITY BUILDING
-
ARTS, CULTURE & HUMANITIES
-
HUMAN SERVICES
-
PHILANTHROPY, VOLUNTARISM
-
$7,000
HUMAN SERVICES
-
MENTAL HEALTH & CRISIS INTERVENTION
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION INC
501(C)(3) · SERVE A RANGE OF PHILANTHROPICAL INTEREST BENEFITING THE FOX VALLEY · WI
-
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
DOUG & CARLA SALMON FOUNDATION INC
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
APPLETON EDUCATION FOUNDATION INC
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
THE WILLIAM J AND BARBARA A SCHMIDT FAMILY FOUNDATION INC
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
COMMUNITY REAL ESTATE AND PERSONAL PROPERTY FOUNDATION INC
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
WOMEN'S FUND FOR THE FOX VALLEY REGION INC
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
-
501(C)(3) · SUPPORT THE ACTIVITES OF THE COMMUNITY FOUNDATION FOR THE FOX VALLEY REGION · WI
Directly controlled by CFFVR INC
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
Liquidation · ALL REMAINING INVESTMENTS TRANSFERRED TO THE SUPPORTED ORGANIZATION. · Dec 31, 2024 · 501(C)(3)
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 31 October 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523109349304217
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