Wisconsin Historical Real Estate Foundation Inc
Donations deductibleWisconsin Historical Real Estate Foundation Inc's network
4 peoplei4 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (4). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
4 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Tenure and departures are observed across annual filings. Observed tenure is a lower bound - a member may have joined before the first year on record. The organisation reported 4 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Dave Wilder | Vice President/Treasurer | 2019 | 7 yrs |
| Joe Shumow | Company secretary | 2019 | 7 yrs |
| Jon Beck | President | 2019 | 7 yrs |
| Kendall Breunig | Director | 2021 | 5 yrs |
Under 5 years5 to 6 years6 years or more
Officers and senior leadership
1 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| Julie Lussier | Executive Director | since 2021 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Jon Beck | President | 1 | $0 | ||
| Dave Wilder | Vice President/Treasurer | 1 | $0 | ||
| Joe Shumow | Secretary | 1 | $0 | ||
| Kendall Breunig | Director | 1 | $0 | ||
| Julie Lussier | Executive Director | 1 | $0 | $170k | $18k |
About
- Legal name
- Wisconsin Historical Real Estate Foundation Inc
- EIN
- 300595385
- Address
- 816 State St, Madison, WI, 53706-1417
- State
- Wisconsin
- Mission
- The wisconsin historical real estate foundation exists to support the mission of the wisconsin historical society and wisconsin historical foundation and promote the preservation and reuse of historic structures in wisconsin. (as filed on the Form 990)
- Activity (NTEE)
- A11 Arts, culture and humanities
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Arts, Culture & Humanities
- Size band
- 5 (IRS master file code)
- Formed
- 2009
- Principal officer
- Julie Lussier (as named on the Form 990)
- IRS ruling date
- 1 February 2010
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 7, latest 2025
- IRS Publication 78
- SOUNK (contributions deductible)
Most connected
Related organisations (Schedule R)
RelatedTO BENEFIT STATE HISTORICAL SOCIETY OF WISCONSINWisconsin Historical Foundation IncRelatedSUPPORT THE WISCONSIN HISTORICAL FOUNDATION, INC. OR THE STATE HISTORICAL SOState Historical Society of Wisconsin
Longest observed on the filings
≥7years on the filingsDave Wilder
≥7years on the filingsJoe Shumow
≥7years on the filingsJon Beck
≥5years on the filingsKendall Breunig
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $502k
- Total liabilities
- $0
- Net assets or fund balances
- $502k
- Contributions and grants received
- $0
- Program service revenue
- $3k
- Employees
- 0
- Volunteers
- 4
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2023 | $3k | $2k | $978 |
As filed on the IRS Form 990. US dollars.