Zaun Memorial Foundation Ltd

Tax-deductible

Grafton, WI501(c)(3)EIN 39-6097805Revenue $16K in FY2024

On file with the IRS1335 11th Avenue, 53024-1949 · Grafton, WITax-exempt since Dec 1966Private non-operating foundation

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501(c)(3) charity; gifts are tax-deductible.
Status: IRS Pub. 78

Before you give

FY2024 · Form 990-PFIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-PF
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 5
filings with a surplus
Average deficit $11K a year · 375% of revenue · last 5 filings
Concern: a surplus in 1 of the last 5 filings.
990-PF Pt I · 5 filings
Cash reserves
158 mo
of spending, in cash
Looks good: 158.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
990-PF Pt II
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16K
+358% vs prior year
Spent
$13K
Net assets
$229K
By yearFY2020–FY2024
Revenue
$16K
FY2024▲ +358%
Tap a bar for its year
Revenue by fiscal year
FY2020$690
FY2021$3K
FY2022−$9K
FY2023$4K
FY2024$16K
Expenses
$13K
FY2024+0.2%
Tap a bar for its year
Expenses by fiscal year
FY2020$16K
FY2021$15K
FY2022$14K
FY2023$13K
FY2024$13K
Net assets
$229K
FY2024▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$283K
FY2021$265K
FY2022$243K
FY2023$234K
FY2024$229K

From the FY2024 Form 990 · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1966.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Grants & contributions paid 94% · $12K Operating & administrative 6% · $798

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

4 people listed on the 990-PF.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
See Zaun Memorial Foundation Ltd executive salaries →

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Programs and updates

A private foundation based in Grafton, WI.

Questions for Zaun Memorial Foundation Ltd

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Provided by the organization

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Grants and how to apply

Who it funds, and how to ask.

Who They Fund

Part XV · grants paid · 13 grants · $12K · 2024–2024
Grafton High SchoolFY2024$2,500
Milwaukee Art Museum INCWI · FY2024$1,000
Individual RecipientFY2024$1,000
Individual RecipientFY2024$1,000
Ozaukee Family Services INCWI · FY2024$1,000
Milwaukee Public Museum INCWI · FY2024$1,000
Cope ServicesFY2024$1,000
Celebrate Grafton INCWI · FY2024$1,000
Friend of Uss Liberty LibraryFY2024$500
Grafton Area Live ArtsFY2024$500

Grantmaking Profile

Patterns in foundation giving
Distinct granteesPart XV7
Average grantPart XV$962
Median grantPart XV$1K
Largest grantPart XV$2K
Top cause focusNTEEArts & Culture (23%)

By the numbers

The FY2024 990-PF, line by line.

1The main four
Money in
$16K
Investment income$16K
Money out
$13K
Grants paid$12K
Running costs$798
Owns and owes
$229K
net assets
Cash and savings$176K
Total assets$229K
Liabilities$0
People
4
listed
Paid0
2In more detail
Revenue in detail
Investment income$16K
Total revenue$16K
Assets in detailEnd of year
Cash and savings together$176K
Total assets$229K
Liabilities$0
Net assets$229K
Operations
Fiscal year endsDecember

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $16K$13K$3K$229K 990 PDF
FY2023 $4K$13K−$10K$234K 990 PDF
FY2022 −$9K$14K−$23K$243K 990 PDF
FY2021 $3K$15K−$11K$265K 990 PDF
FY2020 $690$16K−$15K$283K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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