Gotzion Family Foundation Inc

Sun Prairie, WI
Tax-exempt since March 2010
EIN: 26-3902140

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$184k (2024)

Expenses

$89.1k (2024)

Total Assets

$1.7M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$184,247

Expenses

$89,146

Net Income

$95,101

Net Assets

$1,702,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$62,437	33.9%
Dividends	$44,595	24.2%
Sales of Assets	$77,215	41.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$79,500	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,702,715
Total Liabilities	$0
Net Assets	$1,702,715

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$125,606

Expenses

$75,515

Net Income

$50,091

Net Assets

$1,607,614

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	8.0%
Interest Revenue	$54,826	43.6%
Dividends	$43,455	34.6%
Sales of Assets	$17,325	13.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,650	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,607,614
Total Liabilities	$0
Net Assets	$1,607,614

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

990-PF

Filed on May 13, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$61,216

Expenses

$87,679

Net Income

-$26,463

Net Assets

$1,557,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$48,984	80.0%
Dividends	$39,929	65.2%
Sales of Assets	-$27,697
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,150	88.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,557,523
Total Liabilities	$0
Net Assets	$1,557,523

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

990-PF

Filed on May 12, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$140,235

Expenses

$84,023

Net Income

$56,212

Net Assets

$1,583,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	14.3%
Interest Revenue	$44,724	31.9%
Dividends	$36,899	26.3%
Sales of Assets	$38,612	27.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,450	88.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,583,986
Total Liabilities	$0
Net Assets	$1,583,986

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

990-PF

Filed on June 24, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$79,364

Expenses

$87,265

Net Income

-$7,901

Net Assets

$1,527,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,200	53.2%
Dividends	$30,826	38.8%
Sales of Assets	$6,338	8.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,200	89.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,527,774
Total Liabilities	$1
Net Assets	$1,527,773

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

990-PF

Filed on April 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$76,922

Expenses

$82,638

Net Income

-$5,716

Net Assets

$1,535,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44,342	57.6%
Dividends	$48,388	62.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,500	87.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,535,675
Total Liabilities	$1
Net Assets	$1,535,674

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

990-PF

Filed on June 8, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$112,304

Expenses

$76,667

Net Income

$35,637

Net Assets

$1,541,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11	0.0%
Interest Revenue	$42,127	37.5%
Dividends	$48,410	43.1%
Sales of Assets	$21,756	19.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,557	86.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,541,391
Total Liabilities	$0
Net Assets	$1,541,391

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

990-PF

Filed on May 13, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$116,171

Expenses

$69,108

Net Income

$47,063

Net Assets

$1,505,754

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	8.6%
Interest Revenue	$39,741	34.2%
Dividends	$50,243	43.2%
Sales of Assets	$16,187	13.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,000	92.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,505,754
Total Liabilities	$0
Net Assets	$1,505,754

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

990-PF

Filed on May 14, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$107,912

Expenses

$64,883

Net Income

$43,029

Net Assets

$1,458,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,000	18.5%
Interest Revenue	$35,565	33.0%
Dividends	$52,281	48.4%
Sales of Assets	$66	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,750	95.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,458,691
Total Liabilities	$0
Net Assets	$1,458,691

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$112,840

Expenses

$65,163

Net Income

$47,677

Net Assets

$1,415,662

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	22.2%
Interest Revenue	$23,173	20.5%
Dividends	$55,151	48.9%
Sales of Assets	$9,516	8.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,700	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,415,662
Total Liabilities	$0
Net Assets	$1,415,662

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Diane Gotzion (Treasurer)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

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990-PF

Filed on Aug. 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$122,026

Expenses

$59,849

Net Income

$62,177

Net Assets

$1,367,985

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	24.6%
Interest Revenue	$41,720	34.2%
Dividends	$62,489	51.2%
Sales of Assets	-$12,183
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,500	94.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,367,985
Total Liabilities	$0
Net Assets	$1,367,985

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Diane Gotzion (Treasurer)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

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990-PF

Filed on May 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$109,159

Expenses

$59,272

Net Income

$49,887

Net Assets

$1,305,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	9.2%
Interest Revenue	$40,078	36.7%
Dividends	$43,445	39.8%
Sales of Assets	$15,636	14.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,700	92.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,305,808
Total Liabilities	$0
Net Assets	$1,305,808

Compensation

Key Employees and Officers	Compensation	Other
Tim Gotzion (President)	$0	$0
Gary Gotzion (Vice President)	$0	$0
Diane Gotzion (Treasurer)	$0	$0
Kimberly Gotzion (Secretary)	$0	$0

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990-PF

Filed on May 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$96,907

Expenses

$58,982

Net Income

$37,925

Net Assets

$1,255,920

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,030	16.5%
Interest Revenue	$40,668	42.0%
Dividends	$34,038	35.1%
Sales of Assets	$6,171	6.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	93.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,255,921
Total Liabilities	$1
Net Assets	$1,255,920

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$118,003

Expenses

$55,854

Net Income

$62,149

Net Assets

$1,217,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$28,000	23.7%
Interest Revenue	$43,960	37.3%
Dividends	$42,929	36.4%
Sales of Assets	$3,114	2.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,000	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,217,996
Total Liabilities	$1
Net Assets	$1,217,995

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Gotzion Family Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $184k (2024)

Expenses $89.1k (2024)

Total Assets $1.7M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$184k (2024)

Expenses

$89.1k (2024)

Total Assets

$1.7M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008