Foley Family Foundation

C O Stephen M Fisher Foley & Lardne

Elm Grove, WI
Tax-exempt since March 1992
EIN: 39-6551865

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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.

Donations to this organization are tax deductible.

Revenue

$149k (2024)

Expenses

$265k (2024)

Total Assets

$1.75M (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

$149,186

Expenses

$264,732

Net Income

-$115,546

Net Assets

$1,752,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,064	5.4%
Dividends	$30,810	20.7%
Sales of Assets	$109,563	73.4%
Other Income	$749	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$259,714	98.1%
Compensation of Officers*	$11,000	4.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,752,492
Total Liabilities	$0
Net Assets	$1,752,492

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$11,000	$0

990-PF

Filed on May 2, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$56,256

Expenses

$276,546

Net Income

-$220,290

Net Assets

$1,868,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,555	20.5%
Dividends	$25,678	45.6%
Sales of Assets	$18,327	32.6%
Other Income	$696	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$271,952	98.3%
Compensation of Officers*	$11,000	4.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,868,026
Total Liabilities	$0
Net Assets	$1,868,026

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$11,000	$0

990-PF

Filed on April 27, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$52,199

Expenses

$180,017

Net Income

-$127,818

Net Assets

$2,088,319

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,242	8.1%
Dividends	$26,064	49.9%
Sales of Assets	$21,144	40.5%
Other Income	$749	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,127	95.6%
Compensation of Officers*	$10,750	6.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,088,319
Total Liabilities	$0
Net Assets	$2,088,319

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$10,750	$0

990-PF

Filed on April 21, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$136,462

Expenses

$77,848

Net Income

$58,614

Net Assets

$2,216,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$30,940	22.7%
Sales of Assets	$104,475	76.6%
Other Income	$1,040	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,968	93.7%
Compensation of Officers*	$11,250	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,216,137
Total Liabilities	$0
Net Assets	$2,216,137

Compensation

Key Employees and Officers	Compensation	Other
Stephen (Trustee)	$11,250	$0

990-PF

Filed on April 21, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$24,261

Expenses

$74,756

Net Income

-$50,495

Net Assets

$2,157,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,218	21.5%
Dividends	$10,478	43.2%
Sales of Assets	$8,232	33.9%
Other Income	$333	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,794	93.4%
Compensation of Officers*	$12,500	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,157,523
Total Liabilities	$1
Net Assets	$2,157,522

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$12,500	$0

990-PF

Filed on April 29, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

-$138,548

Expenses

$72,207

Net Income

-$210,755

Net Assets

$2,208,017

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,886
Dividends	$11,736
Sales of Assets	$0
Other Income	$322

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,249	89.0%
Compensation of Officers*	$14,000	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,208,018
Total Liabilities	$1
Net Assets	$2,208,017

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$14,000	$0

990-PF

Filed on May 6, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$162,117

Expenses

$161,851

Net Income

$266

Net Assets

$2,418,773

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,355	0.8%
Dividends	$86,476	53.3%
Sales of Assets	$73,732	45.5%
Other Income	$554	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,229	94.7%
Compensation of Officers*	$15,000	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,418,773
Total Liabilities	$0
Net Assets	$2,418,773

Compensation

Key Employees and Officers	Compensation	Other
See Attachment 1 (Trustee)	$15,000	$0

990-PF

Filed on May 5, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$57,181

Expenses

$207,377

Net Income

-$150,196

Net Assets

$2,418,507

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$999	1.7%
Dividends	$31,552	55.2%
Sales of Assets	$17,918	31.3%
Other Income	$6,712	11.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$179,715	86.7%
Compensation of Officers*	$17,250	8.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,418,507
Total Liabilities	$0
Net Assets	$2,418,507

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$17,250	$0
Wendy R Bosworth (Trustee)	$0	$0

990-PF

Filed on May 2, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$35,293

Expenses

$466,072

Net Income

-$430,779

Net Assets

$2,569,488

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$964	2.7%
Dividends	$12,953	36.7%
Sales of Assets	$27,353	77.5%
Other Income	-$5,977

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,587	93.9%
Compensation of Officers*	$23,500	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,569,488
Total Liabilities	$0
Net Assets	$2,569,488

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$0	$0
Wendy R Bosworth (Trustee)	$0	$0

990-PF

Filed on May 10, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$218,171

Expenses

$508,845

Net Income

-$290,674

Net Assets

$3,009,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47	0.0%
Dividends	$28,756	13.2%
Sales of Assets	$194,490	89.1%
Other Income	-$5,122

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$476,265	93.6%
Compensation of Officers*	$28,000	5.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,009,561
Total Liabilities	$0
Net Assets	$3,009,561

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$28,000	$0
Wendy R Bosworth (Trustee)	$0	$0

990-PF

Filed on May 13, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$408,333

Expenses

$487,959

Net Income

-$79,626

Net Assets

$3,300,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$36,211	8.9%
Sales of Assets	$351,877	86.2%
Other Income	$20,230	5.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$432,466	88.6%
Compensation of Officers*	$34,000	7.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,300,229
Total Liabilities	$0
Net Assets	$3,300,229

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$34,000	$0
Wendy R Bosworth (Trustee)	$0	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$399,313

Expenses

$480,812

Net Income

-$81,499

Net Assets

$3,377,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.0%
Dividends	$47,650	11.9%
Sales of Assets	$356,559	89.3%
Other Income	-$4,920

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,925	92.3%
Compensation of Officers*	$36,000	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,377,180
Total Liabilities	$0
Net Assets	$3,377,180

Compensation

Key Employees and Officers	Compensation	Other
Stephen M Fisher (Trustee)	$36,000	$0
Wendy R Bosworth (Trustee)	$0	$0

990-PF

Filed on July 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$130,339

Expenses

$475,289

Net Income

-$344,950

Net Assets

$3,458,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$61,232	47.0%
Sales of Assets	$81,318	62.4%
Other Income	-$12,221

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$424,275	89.3%
Compensation of Officers*	$36,000	7.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,458,679
Total Liabilities	$1
Net Assets	$3,458,678

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$360,664

Expenses

$482,475

Net Income

-$121,811

Net Assets

$3,804,276

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$53	0.0%
Dividends	$64,194	17.8%
Sales of Assets	$285,057	79.0%
Other Income	$11,360	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$426,784	88.5%
Compensation of Officers*	$36,000	7.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,804,277
Total Liabilities	$1
Net Assets	$3,804,276

990-PF

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

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

PDF

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Foley Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $149k (2024)

Expenses $265k (2024)

Total Assets $1.75M (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

$149k (2024)

Expenses

$265k (2024)

Total Assets

$1.75M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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