Form 990 for tax year 2025
Filed by WISCONSIN LIONS BIRCH-STURM MEMORIAL FUND INC.
Totals
- Total revenue
- $1,361,124
- Total expenses
- $487,824
- Contributions and grants received
- $101,684
- Grants paid
- $400,000
- Program service revenue
- $0
- Investment income
- $1,259,440
- Other revenue
- $0
- Total assets, end of year
- $10,454,439
- Total liabilities, end of year
- $200
- Net assets or fund balances, end of year
- $10,454,239
- Program services expenses (Part IX)
- $401,070
- Management and general expenses
- $86,754
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $401,070
Program services were 82.2% 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.
-
1f · All other contributions, gifts and grants
$101,684
-
3 · Investment income
total $189,546 · excluded $189,546
-
7a · Gross sales of assets other than inventory
securities $1,069,894
-
7c · Gain or loss
securities $1,069,894
-
7d · Net gain or loss
total $1,069,894 · related or exempt $1,069,894
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $400,000 · program services $400,000
-
11c · Fees: accounting
total $8,250 · management and general $8,250
-
11f · Fees: investment management
total $57,014 · management and general $57,014
-
12 · Advertising and promotion
total $421 · management and general $421
-
13 · Office expenses
total $1,070 · program services $1,070
-
17 · Travel
total $1,391 · management and general $1,391
-
24a · Other expenses: PLAQUES AND ENGRAVING
total $11,177 · management and general $11,177
-
24b · Other expenses: ADMINISTRATIVE FEES
total $8,501 · management and general $8,501
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $55,648 · end of year $26,397
-
11 · Investments: publicly traded securities
beginning of year $9,305,561 · end of year $10,428,042
-
17 · Accounts payable and accrued expenses
beginning of year $213 · end of year $200
-
27 · Net assets without donor restrictions
beginning of year $9,360,996 · end of year $10,454,239
Mission and programs · 2025
Mission
TO PROVIDE FINANCIAL SUPPORT FROM TIME TO TIME TO FURTHER CERTAIN OF THE EXEMPT PURPOSES OF THE WISCONSIN LIONS FOUNDATION, INC.
-
TO PROVIDE FINANCIAL SUPPORT FROM TIME TO TIME TO THE WISCONSIN LIONS FOUNDATION, INC.
Expenses $401,070 · Grants $400,000
As filed on the 2025 return.
Listed in Part VII
-
Greg ClarkGREG CLARK
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Darrel DwyerDARREL DWYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patty KrugPATTY KRUG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dg Kayleen RosmanDG KAYLEEN ROSMAN
COUNCIL REP.
- Total calculated
- $0
- Hours/week
- 1
-
Brian DulmesBRIAN DULMES
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Denise GibbonsDENISE GIBBONS
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Jim OlsonJIM OLSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
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
-
WISCONSIN LIONS FOUNDATION INC
$400,000
SUPPORT
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.
-
WISCONSIN LIONS FOUNDATION INC
501C3 · CAMP · WI
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 20 May 2026
- IRS schema version
- 2025v4.0
- Source object
- 202611599349300621
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