KALSCHEUR FAMILY FOUNDATION

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Plain text KALSCHEUR FAMILY FOUNDATION. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/kalscheur-family-foundation-396681490. Retrieved 2026-11-01.

APA furp.org. (n.d.). KALSCHEUR FAMILY FOUNDATION [Nonprofit organization profile; tax years 2013–2024]. Retrieved November 1, 2026, from https://furp.org/org/kalscheur-family-foundation-396681490

MLA “KALSCHEUR FAMILY FOUNDATION.” furp.org, tax years 2013–2024, https://furp.org/org/kalscheur-family-foundation-396681490. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2013–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990PF · revenue $1.3M · expenses $612K · assets $15.7M

EIN
39-6681490
Address
FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
NTEE code
T20Z
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (trust)
Ruling date
May 1998 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
Foundation status
Private non-operating foundation
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Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

4 people 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
Sva Plumb Financial Llc Institution (former) TRUSTEE2016-2017 $59,264$111,635 1
The Baraboo National Bank Institution (former) TRUSTEE2013-2014 $43,507$94,483 3
Sva Plumb Trust Company Llc Institution (former) TRUSTEE2015 $55,358$55,358 2
SVA Plumb Trust Company Institution (former) trustee2018 $40,369$40,369 1

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Scott A Kalscheur Co-Trustee2018-2024 1 $0 reported 1
Steven J Kalscheur Co-Trustee2018-2024 1 $0 reported 1
Amy Lanham Co-Trustee2018-2024 1 $0 reported 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Scott A Kalscheur Co-Trustee1 $0-$0 $01
Steven J Kalscheur Co-Trustee1 $0-$0 $01
Amy Lanham Co-Trustee1 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Scott A Kalscheur Co-Trustee1 $0-$0 $01
Steven J Kalscheur Co-Trustee1 $0-$0 $01
Amy Lanham Co-Trustee1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Scott A Kalscheur Co-Trustee1 $0-$0 $01
Steven J Kalscheur Co-Trustee1 $0-$0 $01
Amy Lanham Co-Trustee1 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Scott A Kalscheur Co-Trustee1 $0-$0 $01
Steven J Kalscheur Co-Trustee1 $0-$0 $01
Amy Lanham Co-Trustee1 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Scott A Kalscheur Co-Trustee1 $0-$0 $01
Steven J Kalscheur Co-Trustee1 $0-$0 $01
Amy Lanham Co-Trustee1 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Scott A Kalscheur Co-Trustee1 $0-$0 $01
Steven J Kalscheur Co-Trustee1 $0-$0 $01
Amy Lanham Co-Trustee1 $0-$0 $01
2018 · 4 people listed · 1 paid, $40K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SVA Plumb Trust Company Institution trustee10 $40,369-$0 $40,3691
Scott A Kalscheur Co-Trustee1 $0-$0 $01
Steven J Kalscheur Co-Trustee1 $0-$0 $01
Amy Lanham Co-Trustee1 $0-$0 $01
2017 · 1 person listed · 1 paid, $59K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SVA PLUMB FINANCIAL LLC Institution TRUSTEE10 $59,264-$0 $59,2641
2016 · 1 person listed · 1 paid, $52K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SVA PLUMB FINANCIAL LLC Institution TRUSTEE10 $52,371-$0 $52,3711
2015 · 1 person listed · 1 paid, $55K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SVA PLUMB TRUST COMPANY LLC Institution TRUSTEE10 $55,358-$0 $55,3582
2014 · 1 person listed · 1 paid, $44K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARABOO NATIONAL BANK Institution TRUSTEE10 $43,507-$0 $43,5073
2013 · 1 person listed · 1 paid, $51K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
BARABOO NATIONAL BANK Institution TRUSTEE10 $50,976-$0 $50,9763

Highest-paid independent contractors

2024 · 1 contractor · $152K
NameLocationServicePaid
CAPITOL BAY WEALTH MANAGEMENT GROUPMIDDLETON, WIInvestment Mgmt$152,363
2023 · 1 contractor · $129K
NameLocationServicePaid
Morgan StanleyMIDDLETON, WIInvestment Mgmt$128,974
2021 · 1 contractor · $99K
NameLocationServicePaid
The Four Lakes GroupMADISON, WIInvestment Mgmt$98,995
2020 · 1 contractor · $134K
NameLocationServicePaid
Morgan StanleyMADISON, WIInvestment Mgmt$134,308

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.

2024 · 58 grants to organizations · $405K
2023 · 36 grants to organizations · $242K
2022 · 44 grants to organizations · $366K
2021 · 48 grants to organizations · $437K
2020 · 48 grants to organizations · $1.9M
2019 · 53 grants to organizations · $491K
2018 · 34 grants to organizations · $142K
2017 · 104 grants to organizations · $403K
2016 · 79 grants to organizations · $397K
2015 · 62 grants to organizations · $548K
2014 · 57 grants to organizations · $510K
2013 · 60 grants to organizations · $376K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2024 · 1 contributor · $250K
#ContributorTypeCity, stateTotalNoncashSource
1 Kalscheur Steven J Person Cross Plains, WI $250,000- Form 990PF Sch. B, 2024 · filing
2023 · 1 contributor · $250K
#ContributorTypeCity, stateTotalNoncashSource
1 Kalscheur Steven J Person Cross Plains, WI $250,000- Form 990PF Sch. B, 2023 · filing
2020 · 2 contributors · $3.5M
#ContributorTypeCity, stateTotalNoncashSource
1 Kalscheur Steven J Person Cross Plains, WI $2,000,000- Form 990PF Sch. B, 2020 · filing
2 ZANDER REVOCABLE TRUST DATED JUL 24 Person Madison, WI $1,510,000$1,510,000 Form 990PF Sch. B, 2020 · filing
2014 · 1 contributor · $200K
#ContributorTypeCity, stateTotalNoncashSource
1 JAMES KALSCHEUR Person OREGON, WI $200,000- Form 990PF Sch. B, 2014 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

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
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$1,287,792$612,162 $15,713,056$15,713,056 $250,000- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$657,806$420,105 $15,037,426$15,037,426 $250,000- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$357,735$541,582 $14,798,725$14,798,725 $0- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$1,794,554$645,445 $14,982,572$14,982,572 $0- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$4,437,541$2,067,695 $13,833,463$13,833,463 $3,510,000- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$681,501$714,960 $11,459,617$11,459,617 $0- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$2,446,708$291,767 $11,488,317$11,487,475 $0- $40,369--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$1,063,333$511,450 $9,330,534$9,330,534 -- $59,264--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
$543,618$518,252 $8,778,651$8,778,651 -- $52,371--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$1,848,716$688,120 $8,753,285$8,753,285 -- $55,358--
2014 · Form 990PF period ending 2014-12-31 · view filing · original 990 ↗
$1,398,975$638,529 $7,592,689$7,592,689 $201,650- $43,507--
2013 · Form 990PF period ending 2013-12-31 · view filing · original 990 ↗
$799,027$487,181 $7,087,942$7,087,942 -- $50,976--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

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
MERRION FAMILY FOUNDATIONDET20 $1,249,317$731,496 VP$0 Same NTEE code T20, revenue within 2x, same state, similar name
HOBBS FAMILY FOUNDATIONDET20 $1,439,610$474,402 Dir$0 Same NTEE code T20, revenue within 2x, same state, similar name
CANEEL FAMILY FOUNDATIONDET20 $1,443,787$276,908 VP, Dir$0 Same NTEE code T20, revenue within 2x, same state, similar name
STRUTHERS FAMILY FOUNDATIONDET20 $1,178,381$646,483 President & Treasurer$0 Same NTEE code T20, revenue within 2x, same state, similar name
THE BISCONTI FAMILY FOUNDATIONDET20 $1,155,927$1,204,367 Pres, Dir, Treas$0 Same NTEE code T20, revenue within 2x, same state, similar name
SERENBETZ FAMILY FOUNDATION INCDET20 $1,319,843$1,299,371 Trustee, VP$0 Same NTEE code T20, revenue within 2x, same state, similar name
JONATHAN & SUSAN DOLGEN FAMILY FOUNDATION INCDET20 $1,255,205$267,461 PRES/TREASURER$0 Same NTEE code T20, revenue within 2x, same state
KARENA LEE ADLER FOUNDATIONDET20 $1,388,950$1,059,206 Dir, Pres, Treas$0 Same NTEE code T20, revenue within 2x, same state
NEWTMONT FOUNDATIONDET20 $1,301,523$1,274,289 PRESIDENT$0 Same NTEE code T20, revenue within 2x, same state
WASHAKIE FOUNDATIONDET20 $1,328,510$603,677 Co- Pres, Dir$0 Same NTEE code T20, revenue within 2x, same state
THE NOTEMAN-JONES FAMILY CHARITABLE FOUNDATIONDET20 $1,243,599$859,765 DIRECTOR$0 Same NTEE code T20, revenue within 2x, same state
CHIME SCHOLARS FOUNDATIONDET20 $1,331,130$2,173,587 Chief Financial Officer$0 Same NTEE code T20, revenue within 2x, same state
LUCKY SEVEN FOUNDATIONDET20 $1,261,687$2,206,859 Dir, Sec$0 Same NTEE code T20, revenue within 2x, same state
BENDER WEST FOUNDATIONDET20 $1,154,867$1,087,211 Dir, Pres$7,417 Same NTEE code T20, revenue within 2x, same state
ADAM J WEISSMAN FOUNDATIONDET20 $1,185,851$502,225 VP$0 Same NTEE code T20, revenue within 2x, same state
COOPER-MACGRATH FOUNDATIONDET20 $1,175,043$407,539 Dir$0 Same NTEE code T20, revenue within 2x, same state
ANTHONY FORD CHARITABLE FOUNDATIONDET20 $1,188,519$604,733 Dir, Pres, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
JAMES V TIGANI JR MUSE FOUNDATIONDET20 $1,433,297$3,949,774 Chair$40,000 Same NTEE code T20, revenue within 2x, same state
FIRST EAGLE INVESTMENT MANAGEMENT FOUNDATIONDET20 $1,252,380$1,192,733 Dir, Pres, Sec, Treas$0 Same NTEE code T20, revenue within 2x, same state
VICTORY FDNDET20 $1,436,768$1,011,141 TRUSTEE$0 Same NTEE code T20, revenue within 2x, same state
KAISER FAMILY FOUNDATIONWIT20 $1,387,203$355,401 PRESIDENT$0 Same NTEE code T20, revenue within 2x, similar name
KANOFF FAMILY FOUNDATIONCAT20 $1,176,333$1,247,330 Pres/Director$0 Same NTEE code T20, revenue within 2x, similar name
KATSAROS FAMILY FOUNDATIONFLT20 $1,424,816$598,998 TRUSTEE$0 Same NTEE code T20, revenue within 2x, similar name
HJM FAMILY FOUNDATIONCAT20 $1,284,906$287,943 Trustee$0 Same NTEE code T20, revenue within 2x, similar name
STS FAMILY FOUNDATIONNDT20 $1,304,633$75,002 President$0 Same NTEE code T20, revenue within 2x, similar name

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
LOOMIS FOUNDATION INC Private foundation$14,057,6951 12023–2023 LOOMIS FAMILY FOUNDATION INC
FENWICK COMMUNITY FUND DAF sponsor$48,7503 12022–2024 GOLDSTEIN FAMILY FOUNDATION
ONION FOUNDATION Private foundation$30,0001 12022–2022 QUIMBY FAMILY FOUNDATION

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.

2024 · Form 990PF · $612,162 spent · pay $0 · grants $404,700 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $404,700 66.1%
Fees: other professional $152,363 24.9%
Other expenses $44,133 7.2%
Taxes $10,966 1.8%
Total$612,162100%

View the filing

2023 · Form 990PF · $420,105 spent · pay $0 · grants $241,727 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $241,727 57.5%
Fees: other professional $128,974 30.7%
Other expenses $45,122 10.7%
Taxes $4,282 1.0%
Total$420,105100%

View the filing

2022 · Form 990PF · $541,582 spent · pay $0 · grants $365,883 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $365,883 67.6%
Fees: other professional $126,979 23.4%
Other expenses $42,350 7.8%
Taxes $6,370 1.2%
Total$541,582100%

View the filing

2021 · Form 990PF · $645,445 spent · pay $0 · grants $437,350 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $437,350 67.8%
Fees: other professional $142,495 22.1%
Other expenses $41,166 6.4%
Taxes $24,434 3.8%
Total$645,445100%

View the filing

2020 · Form 990PF · $2,067,695 spent · pay $0 · grants $1,894,850 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,894,850 91.6%
Fees: other professional $134,308 6.5%
Other expenses $34,424 1.7%
Taxes $4,113 0.2%
Total$2,067,695100%

View the filing

2019 · Form 990PF · $714,960 spent · pay $0 · grants $491,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $491,000 68.7%
Fees: other professional $137,424 19.2%
Taxes $48,829 6.8%
Other expenses $37,707 5.3%
Total$714,960100%

View the filing

2018 · Form 990PF · $291,767 spent · pay $40,369 · grants $142,493 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $142,493 48.8%
Fees: other professional $76,539 26.2%
Pay: officers, directors, trustees $40,369 13.8%
Taxes $20,174 6.9%
Other expenses $10,567 3.6%
Fees: accounting $1,625 0.6%
Total$291,767100%

View the filing

2017 · Form 990PF · $511,450 spent · pay $59,264 · grants $402,810 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $402,810 78.8%
Pay: officers, directors, trustees $59,264 11.6%
Fees: other professional $45,492 8.9%
Taxes $3,884 0.8%
Total$511,450100%

View the filing

2016 · Form 990PF · $518,252 spent · pay $52,371 · grants $396,752 · events $1,943
LineAs describedTotalShare
Contributions, gifts, grants paid $396,752 76.6%
Pay: officers, directors, trustees $52,371 10.1%
Fees: other professional $41,014 7.9%
Taxes $24,672 4.8%
Travel, conferences and meetings $1,943 0.4%
Fees: accounting $1,500 0.3%
Total$518,252100%

View the filing

2015 · Form 990PF · $688,120 spent · pay $55,358 · grants $547,808 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $547,808 79.6%
Pay: officers, directors, trustees $55,358 8.0%
Fees: other professional $50,394 7.3%
Taxes $32,560 4.7%
Fees: accounting $2,000 0.3%
Total$688,120100%

View the filing

2014 · Form 990PF · $638,529 spent · pay $43,507 · grants $510,428 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $510,428 79.9%
Fees: other professional $56,883 8.9%
Pay: officers, directors, trustees $43,507 6.8%
Taxes $25,711 4.0%
Fees: accounting $2,000 0.3%
Total$638,529100%

View the filing

2013 · Form 990PF · $487,181 spent · pay $50,976 · grants $376,046 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $376,046 77.2%
Pay: officers, directors, trustees $50,976 10.5%
Fees: other professional $46,892 9.6%
Taxes $10,881 2.2%
Fees: accounting $2,386 0.5%
Total$487,181100%

View the filing

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