Marie Roessler Charitable Remainder Annuity Tr 052590

Milwaukee, WI
Tax-exempt since April 2010
EIN: 33-6087531

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.

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

$12,928

Expenses

$162

Net Income

$12,766

Net Assets

$256,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,659	97.9%
Sales of Assets	$20	0.2%
Other Income	$249	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$256,556
Total Liabilities	$0
Net Assets	$256,556

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$0	$0

990-PF

Filed on May 9, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$11,629

Expenses

$1,687

Net Income

$9,942

Net Assets

$243,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,393	98.0%
Sales of Assets	$0
Other Income	$236	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,600	94.8%
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	$243,791
Total Liabilities	$0
Net Assets	$243,791

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$0	$0

990-PF

Filed on Oct. 28, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$7,822

Expenses

$95,086

Net Income

-$87,264

Net Assets

$233,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,536	19.6%
Interest Revenue	$0
Dividends	$3,429	43.8%
Sales of Assets	$2,586	33.1%
Other Income	$271	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,086	100%
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	$233,848
Total Liabilities	$0
Net Assets	$233,848

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$0	$0

990-PF

Filed on May 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$173

Expenses

$674,251

Net Income

-$674,078

Net Assets

$321,114

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33	19.1%
Sales of Assets	$124	71.7%
Other Income	$16	9.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$662,767	98.3%
Compensation of Officers*	$9,167	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$321,114
Total Liabilities	$0
Net Assets	$321,114

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$9,167	$0

990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$272,076

Expenses

$22,138

Net Income

$249,938

Net Assets

$995,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,480	4.6%
Sales of Assets	$259,554	95.4%
Other Income	$42	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,219	41.6%
Compensation of Officers*	$14,261	64.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$995,190
Total Liabilities	$1
Net Assets	$995,189

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$14,261	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$32,116

Expenses

$30,793

Net Income

$1,323

Net Assets

$746,657

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,841	64.9%
Sales of Assets	$10,267	32.0%
Other Income	$1,008	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,878	54.8%
Compensation of Officers*	$14,158	46.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$746,658
Total Liabilities	$1
Net Assets	$746,657

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$14,158	$0

990-PF

Filed on May 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$49,101

Expenses

$32,603

Net Income

$16,498

Net Assets

$745,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,943	42.7%
Sales of Assets	$28,158	57.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,974	55.1%
Compensation of Officers*	$14,386	44.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$745,156
Total Liabilities	$0
Net Assets	$745,156

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$14,386	$0

990-PF

Filed on May 2, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$49,003

Expenses

$31,399

Net Income

$17,604

Net Assets

$729,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,728	38.2%
Sales of Assets	$30,275	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,721	59.6%
Compensation of Officers*	$13,627	43.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$729,159
Total Liabilities	$0
Net Assets	$729,159

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$13,627	$0

990-PF

Filed on April 28, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$29,329

Expenses

$28,425

Net Income

$904

Net Assets

$711,569

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,765	53.8%
Sales of Assets	$13,564	46.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,821	59.2%
Compensation of Officers*	$12,382	43.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$711,569
Total Liabilities	$0
Net Assets	$711,569

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$12,382	$0

990-PF

Filed on May 5, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$83,788

Expenses

$873,520

Net Income

-$789,732

Net Assets

$710,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,872	35.7%
Sales of Assets	$53,916	64.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$849,277	97.2%
Compensation of Officers*	$24,679	2.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$710,682
Total Liabilities	$0
Net Assets	$710,682

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$24,679	$0

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$144,924

Expenses

$104,803

Net Income

$40,121

Net Assets

$1,500,127

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,396	25.8%
Sales of Assets	$107,528	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,988	74.4%
Compensation of Officers*	$27,308	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,500,127
Total Liabilities	$0
Net Assets	$1,500,127

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$108,537

Expenses

$99,766

Net Income

$8,771

Net Assets

$1,459,711

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,420	34.5%
Sales of Assets	$71,117	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,242	75.4%
Compensation of Officers*	$26,158	26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,459,711
Total Liabilities	$0
Net Assets	$1,459,711

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$27,658	$0

990-PF

Filed on May 7, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$58,926

Expenses

$106,982

Net Income

-$48,056

Net Assets

$1,446,506

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,082	64.6%
Sales of Assets	$20,844	35.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,823	69.9%
Compensation of Officers*	$24,732	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,446,507
Total Liabilities	$1
Net Assets	$1,446,506

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$276,617

Expenses

$82,941

Net Income

$193,676

Net Assets

$1,490,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,643	14.0%
Sales of Assets	$237,974	86.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,544	74.2%
Compensation of Officers*	$20,240	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,490,801
Total Liabilities	$1
Net Assets	$1,490,800

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

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

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

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

990

Primary tax return for a nonprofit’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 »

Get the Data

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.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
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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Updated May 27, 2026

Marie Roessler Charitable Remainder Annuity Tr 052590

Organization summary

Type of Nonprofit

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

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004