Michael Carlisle Charitable Tr 2

Kerbell Robert A Ttee

Eau Claire, WI
Tax-exempt since April 2004
EIN: 20-6001882

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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

$10.5k (2024)

Expenses

$40.5k (2024)

Total Assets

$3 (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

$10,461

Expenses

$40,475

Net Income

-$30,014

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$577	5.5%
Interest Revenue	$0
Dividends	$701	6.7%
Sales of Assets	$9,183	87.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,173	96.8%
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	$3
Total Liabilities	$0
Net Assets	$3

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on Oct. 31, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$9,111

Expenses

$58,426

Net Income

-$49,315

Net Assets

$30,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,476	16.2%
Sales of Assets	$7,635	83.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,075	97.7%
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	$30,019
Total Liabilities	$0
Net Assets	$30,019

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on April 4, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$17,297

Expenses

$132,537

Net Income

-$115,240

Net Assets

$79,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,693	15.6%
Sales of Assets	$14,604	84.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,050	96.6%
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	$79,336
Total Liabilities	$0
Net Assets	$79,336

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on Nov. 9, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$111,846

Expenses

$374,799

Net Income

-$262,953

Net Assets

$194,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,136	8.2%
Sales of Assets	$102,710	91.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$370,063	98.7%
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	$194,576
Total Liabilities	$0
Net Assets	$194,576

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on June 30, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$43,840

Expenses

$221,666

Net Income

-$177,826

Net Assets

$458,258

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,567	28.7%
Sales of Assets	$31,273	71.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$206,000	92.9%
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	$458,259
Total Liabilities	$1
Net Assets	$458,258

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on Sept. 3, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$70,017

Expenses

$192,606

Net Income

-$122,589

Net Assets

$636,084

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,978	28.5%
Sales of Assets	$50,039	71.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,000	95.0%
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	$636,085
Total Liabilities	$1
Net Assets	$636,084

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$244,765

Expenses

$220,807

Net Income

$23,958

Net Assets

$758,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$196,968	80.5%
Interest Revenue	$0
Dividends	$16,122	6.6%
Sales of Assets	$31,675	12.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$216,875	98.2%
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	$758,674
Total Liabilities	$0
Net Assets	$758,674

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on May 14, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$49,967

Expenses

$238,732

Net Income

-$188,765

Net Assets

$734,716

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,406	32.8%
Sales of Assets	$33,561	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$234,308	98.1%
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	$734,716
Total Liabilities	$0
Net Assets	$734,716

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on May 31, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$323,675

Expenses

$138,695

Net Income

$184,980

Net Assets

$923,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$296,370	91.6%
Interest Revenue	$0
Dividends	$19,109	5.9%
Sales of Assets	$8,196	2.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$134,385	96.9%
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	$923,481
Total Liabilities	$0
Net Assets	$923,481

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on May 12, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$39,750

Expenses

$125,215

Net Income

-$85,465

Net Assets

$738,501

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,828	44.9%
Sales of Assets	$21,922	55.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,650	97.2%
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	$738,501
Total Liabilities	$0
Net Assets	$738,501

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on May 10, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$34,388

Expenses

$173,585

Net Income

-$139,197

Net Assets

$823,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,046	72.8%
Sales of Assets	$9,342	27.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,500	97.1%
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	$823,966
Total Liabilities	$0
Net Assets	$823,966

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on May 8, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$68,084

Expenses

$176,185

Net Income

-$108,101

Net Assets

$963,163

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,394	40.2%
Sales of Assets	$40,690	59.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$170,600	96.8%
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	$963,163
Total Liabilities	$0
Net Assets	$963,163

Compensation

Key Employees and Officers	Compensation	Other
Robert A Kerbell (Trustee)	$0	$0

990-PF

Filed on Aug. 15, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$74,009

Expenses

$163,110

Net Income

-$89,101

Net Assets

$1,071,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,044	54.1%
Sales of Assets	$33,965	45.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$157,450	96.5%
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	$1,071,264
Total Liabilities	$1
Net Assets	$1,071,263

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$458,514

Expenses

$309,627

Net Income

$148,887

Net Assets

$1,160,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	87.2%
Interest Revenue	$0
Dividends	$44,273	9.7%
Sales of Assets	$14,241	3.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$302,500	97.7%
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	$1,160,365
Total Liabilities	$1
Net Assets	$1,160,364

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

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Updated March 23, 2026

Michael Carlisle Charitable Tr 2

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $10.5k (2024)

Expenses $40.5k (2024)

Total Assets $3 (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

$10.5k (2024)

Expenses

$40.5k (2024)

Total Assets

$3 (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2015

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2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

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