Nussbaum Charitable Trust

  • Milwaukee, WI
  • Tax-exempt since Oct. 1962
  • EIN: 31-6021739

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 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.

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 April
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,732
Expenses
$352,156
Net Income
-$295,424
Net Assets
$2,075
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $4,626
8.2%
Sales of Assets $52,106
91.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $348,345
98.9%
Compensation of Officers* $726
0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,075
Total Liabilities $0
Net Assets $2,075
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Co-trustee) $726 $0
John H Loewy (Co-trustee) $0 $0

Document Links

990-PF
Filed on Aug. 23, 2019

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

View Filing
PDF XML
PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$15,555
Expenses
$26,135
Net Income
-$10,580
Net Assets
$297,498
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,722
56.1%
Sales of Assets $6,833
43.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,220
85.0%
Compensation of Officers* $2,202
8.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $297,498
Total Liabilities $0
Net Assets $297,498
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Co-trustee) $2,202 $0
John H Loewy (Co-trustee) $0 $0
Susan L Agger (Co-trustee) $0 $0

Document Links

990-PF
Filed on Aug. 6, 2018

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

View Filing
PDF XML

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$6,503
Expenses
$17,482
Net Income
-$10,979
Net Assets
$308,078
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,583
> 100%
Sales of Assets -$2,262
Other Income $182
2.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,276
81.7%
Compensation of Officers* $3,262
18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $308,078
Total Liabilities $0
Net Assets $308,078
Compensation
Key Employees and Officers Compensation Other
U S Bank Na (Co-trustee) $3,262 $0
John H Loewy (Co-trustee) $0 $0
Susan L Agger (Co-trustee) $0 $0

Document Links

990-PF
Filed on Sept. 13, 2017

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

View Filing
PDF XML

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$1,737
Expenses
$25,676
Net Income
-$27,413
Net Assets
$319,126
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,812
Sales of Assets -$8,549
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,210
78.7%
Compensation of Officers* $5,854
22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $319,126
Total Liabilities $0
Net Assets $319,126
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co-trustee) $5,854 $0
Susan L Agger (Co-trustee) $0 $0
John H Loewy (Co-trustee) $0 $0

Document Links

990-PF
Filed on Sept. 9, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,520
Expenses
$18,991
Net Income
-$2,471
Net Assets
$346,537
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,839
53.5%
Sales of Assets $7,681
46.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,007
68.5%
Compensation of Officers* $6,320
33.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $346,537
Total Liabilities $0
Net Assets $346,537
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co-trustee) $6,320 $0
Susan L Agger (Co-trustee) $0 $0
John H Loewy (Co-trustee) $0 $0

Document Links

990-PF
Filed on Sept. 1, 2015

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

View Filing
PDF XML

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,395
Expenses
$13,983
Net Income
$11,412
Net Assets
$348,684
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,387
29.1%
Sales of Assets $18,008
70.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,352
45.4%
Compensation of Officers* $6,023
43.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $348,684
Total Liabilities $0
Net Assets $348,684
Compensation
Key Employees and Officers Compensation Other
Us Bank (Co-trustee) $7,523 $0
Susan L Agger (Co-trustee) $0 $0
John H Loewy (Co-trustee) $0 $0

Document Links

990-PF
Filed on Sept. 2, 2014

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

View Filing
PDF XML

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,393
Expenses
$23,024
Net Income
$39,369
Net Assets
$337,266
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,604
10.6%
Sales of Assets $55,789
89.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,745
68.4%
Compensation of Officers* $6,112
26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $337,267
Total Liabilities $1
Net Assets $337,266

Document Links

990-PF
Filed on Nov. 26, 2013

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

View Filing
PDF XML

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,251
Expenses
$39,890
Net Income
-$15,639
Net Assets
$297,713
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,187
37.9%
Sales of Assets $15,064
62.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,048
82.8%
Compensation of Officers* $6,229
15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $297,713
Total Liabilities $0
Net Assets $297,713

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2011

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2010

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2009

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2008

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2007

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2006

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2005

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2004

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2003

No Extracted Financial Data

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

Document Links

990-PF

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

PDF

Fiscal Year Ending April
2002

No Extracted Financial Data

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

Document Links

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

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.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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