Florence Lindsay Trust Trust Dept Merchants Natl Bk

Milwaukee, WI
Tax-exempt since Sept. 1971
EIN: 23-7137537

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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

$10.3k (2025)

Expenses

$23.8k (2025)

Total Assets

$354k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 March
2025

Revenue

$10,330

Expenses

$23,757

Net Income

-$13,427

Net Assets

$353,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,231	> 100%
Sales of Assets	-$2,929
Other Income	$28	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,095	76.2%
Compensation of Officers*	$5,950	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$353,987
Total Liabilities	$0
Net Assets	$353,987

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,950	$0

990-PF

Filed on Aug. 5, 2025

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

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Fiscal Year Ending March
2024

Revenue

$6,151

Expenses

$23,212

Net Income

-$17,061

Net Assets

$366,267

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,774	> 100%
Sales of Assets	-$7,332
Other Income	$709	11.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,044	77.7%
Compensation of Officers*	$5,444	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$366,267
Total Liabilities	$0
Net Assets	$366,267

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,444	$0

990-PF

Filed on Aug. 13, 2024

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

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Fiscal Year Ending March
2023

Revenue

$5,535

Expenses

$24,893

Net Income

-$19,358

Net Assets

$384,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,274	> 100%
Sales of Assets	-$5,747
Other Income	$8	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,057	72.5%
Compensation of Officers*	$5,568	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$384,509
Total Liabilities	$0
Net Assets	$384,509

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,568	$0

990-PF

Filed on Aug. 9, 2023

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

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Fiscal Year Ending March
2022

Revenue

$68,998

Expenses

$28,006

Net Income

$40,992

Net Assets

$403,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,752	14.1%
Sales of Assets	$59,117	85.7%
Other Income	$129	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,145	79.1%
Compensation of Officers*	$6,446	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$403,014
Total Liabilities	$0
Net Assets	$403,014

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$6,446	$0

990-PF

Filed on Aug. 4, 2022

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

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Fiscal Year Ending March
2021

Revenue

$7,380

Expenses

$26,969

Net Income

-$19,589

Net Assets

$362,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,330	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,666	76.6%
Compensation of Officers*	$6,658	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$362,272
Total Liabilities	$1
Net Assets	$362,271

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$6,658	$0

990-PF

Filed on Aug. 2, 2021

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

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Fiscal Year Ending March
2020

Revenue

$26,905

Expenses

$27,768

Net Income

-$863

Net Assets

$381,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,752	47.4%
Sales of Assets	$14,153	52.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,088	79.5%
Compensation of Officers*	$5,878	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$381,948
Total Liabilities	$1
Net Assets	$381,947

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,878	$0

990-PF

Filed on July 29, 2020

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

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Fiscal Year Ending March
2019

Revenue

$19,405

Expenses

$26,037

Net Income

-$6,632

Net Assets

$382,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,990	56.6%
Sales of Assets	$8,415	43.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,577	79.0%
Compensation of Officers*	$5,768	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$382,883
Total Liabilities	$0
Net Assets	$382,883

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,768	$0

990-PF

Filed on July 29, 2019

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Fiscal Year Ending March
2018

Revenue

$14,123

Expenses

$24,185

Net Income

-$10,062

Net Assets

$389,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,024	85.1%
Sales of Assets	$2,099	14.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,547	76.7%
Compensation of Officers*	$5,972	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$389,517
Total Liabilities	$0
Net Assets	$389,517

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,972	$0

990-PF

Filed on July 23, 2018

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

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Fiscal Year Ending March
2017

Revenue

$14,100

Expenses

$20,786

Net Income

-$6,686

Net Assets

$399,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,257	79.8%
Sales of Assets	$2,627	18.6%
Other Income	$216	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,563	74.9%
Compensation of Officers*	$5,632	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$399,579
Total Liabilities	$0
Net Assets	$399,579

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,632	$0

990-PF

Filed on Aug. 7, 2017

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

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Fiscal Year Ending March
2016

Revenue

$12,114

Expenses

$7,108

Net Income

$5,006

Net Assets

$406,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,569	95.5%
Sales of Assets	$545	4.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,304	18.3%
Compensation of Officers*	$5,536	77.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$406,266
Total Liabilities	$0
Net Assets	$406,266

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,536	$0

990-PF

Filed on Aug. 11, 2016

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Fiscal Year Ending March
2015

Revenue

$30,148

Expenses

$22,127

Net Income

$8,021

Net Assets

$401,332

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,088	43.4%
Sales of Assets	$17,060	56.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,322	73.8%
Compensation of Officers*	$5,722	25.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$401,332
Total Liabilities	$0
Net Assets	$401,332

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,722	$0

990-PF

Filed on Aug. 10, 2015

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

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Fiscal Year Ending March
2014

Revenue

$19,344

Expenses

$20,518

Net Income

-$1,174

Net Assets

$393,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,338	58.6%
Sales of Assets	$8,006	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,302	74.6%
Compensation of Officers*	$5,524	26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$393,311
Total Liabilities	$0
Net Assets	$393,311

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,524	$0

990-PF

Filed on May 22, 2014

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

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Fiscal Year Ending March
2013

Revenue

$10,381

Expenses

$20,493

Net Income

-$10,112

Net Assets

$394,373

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,729	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,271	74.5%
Compensation of Officers*	$5,216	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$394,374
Total Liabilities	$1
Net Assets	$394,373

990-PF

Filed on Jan. 10, 2014

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

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Fiscal Year Ending March
2012

Revenue

$16,667

Expenses

$25,708

Net Income

-$9,041

Net Assets

$404,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,829	59.0%
Sales of Assets	$6,838	41.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,216	82.5%
Compensation of Officers*	$4,660	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$404,486
Total Liabilities	$1
Net Assets	$404,485

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

Florence Lindsay Trust Trust Dept Merchants Natl Bk

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $10.3k (2025)

Expenses $23.8k (2025)

Total Assets $354k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$10.3k (2025)

Expenses

$23.8k (2025)

Total Assets

$354k (2025)

Total Liabilities

$0 (2025)

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2025

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