Maurice E Morton Trust Under Will

Milwaukee, WI
Tax-exempt since July 1995
EIN: 35-6581585

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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

$25.9k (2024)

Expenses

$20.3k (2024)

Total Assets

$430k (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

$25,907

Expenses

$20,303

Net Income

$5,604

Net Assets

$429,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,902	57.5%
Sales of Assets	$10,990	42.4%
Other Income	$15	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,011	59.2%
Compensation of Officers*	$8,283	40.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$429,951
Total Liabilities	$0
Net Assets	$429,951

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$8,283	$0

990-PF

Filed on May 9, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$30,722

Expenses

$80,962

Net Income

-$50,240

Net Assets

$424,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,845	45.1%
Sales of Assets	$16,618	54.1%
Other Income	$259	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,438	90.7%
Compensation of Officers*	$7,879	9.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$424,345
Total Liabilities	$0
Net Assets	$424,345

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,879	$0

990-PF

Filed on May 5, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$14,641

Expenses

$16,068

Net Income

-$1,427

Net Assets

$474,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,550	72.1%
Sales of Assets	$3,646	24.9%
Other Income	$445	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,321	51.8%
Compensation of Officers*	$8,332	51.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$474,598
Total Liabilities	$0
Net Assets	$474,598

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,332	$0

990-PF

Filed on May 10, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$39,440

Expenses

$61,326

Net Income

-$21,886

Net Assets

$476,023

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,778	27.3%
Sales of Assets	$28,662	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50,655	82.6%
Compensation of Officers*	$9,964	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$476,023
Total Liabilities	$0
Net Assets	$476,023

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$9,964	$0

990-PF

Filed on May 10, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$99,574

Expenses

$29,186

Net Income

$70,388

Net Assets

$497,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,124	12.2%
Sales of Assets	$87,450	87.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,562	67.0%
Compensation of Officers*	$8,396	28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$497,747
Total Liabilities	$1
Net Assets	$497,746

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,396	$0

990-PF

Filed on May 12, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$112,235

Expenses

$50,976

Net Income

$61,259

Net Assets

$427,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,958	14.2%
Sales of Assets	$96,277	85.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,844	84.0%
Compensation of Officers*	$8,509	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$427,542
Total Liabilities	$1
Net Assets	$427,541

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,509	$0

990-PF

Filed on July 7, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$21,199

Expenses

$25,172

Net Income

-$3,973

Net Assets

$366,346

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,351	58.3%
Sales of Assets	$8,848	41.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,394	69.1%
Compensation of Officers*	$8,376	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	$366,346
Total Liabilities	$0
Net Assets	$366,346

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$8,376	$0

990-PF

Filed on May 2, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$20,400

Expenses

$32,856

Net Income

-$12,456

Net Assets

$370,321

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,817	62.8%
Sales of Assets	$7,384	36.2%
Other Income	$199	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,497	77.6%
Compensation of Officers*	$7,992	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$370,321
Total Liabilities	$0
Net Assets	$370,321

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$7,992	$0

990-PF

Filed on April 28, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$16,155

Expenses

$33,165

Net Income

-$17,010

Net Assets

$382,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,391	70.5%
Sales of Assets	$4,764	29.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,028	78.5%
Compensation of Officers*	$7,630	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	$382,777
Total Liabilities	$0
Net Assets	$382,777

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$7,630	$0

990-PF

Filed on May 5, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$24,147

Expenses

$30,597

Net Income

-$6,450

Net Assets

$399,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,180	54.6%
Sales of Assets	$10,967	45.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,838	74.6%
Compensation of Officers*	$8,066	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$399,418
Total Liabilities	$0
Net Assets	$399,418

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$8,066	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$33,290

Expenses

$29,167

Net Income

$4,123

Net Assets

$406,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,326	55.0%
Sales of Assets	$14,964	45.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,176	69.2%
Compensation of Officers*	$8,300	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$406,502
Total Liabilities	$0
Net Assets	$406,502

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$8,300	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$71,687

Expenses

$45,468

Net Income

$26,219

Net Assets

$402,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,761	20.6%
Sales of Assets	$56,926	79.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,718	83.0%
Compensation of Officers*	$8,226	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	$402,379
Total Liabilities	$0
Net Assets	$402,379

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$8,226	$0

990-PF

Filed on May 7, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$25,024

Expenses

$33,449

Net Income

-$8,425

Net Assets

$370,033

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,193	52.7%
Sales of Assets	$11,831	47.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,644	76.7%
Compensation of Officers*	$7,285	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$370,034
Total Liabilities	$1
Net Assets	$370,033

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$31,046

Expenses

$29,729

Net Income

$1,317

Net Assets

$378,462

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,294	42.8%
Sales of Assets	$17,752	57.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,605	79.4%
Compensation of Officers*	$6,093	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$378,463
Total Liabilities	$1
Net Assets	$378,462

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

Maurice E Morton Trust Under Will

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $25.9k (2024)

Expenses $20.3k (2024)

Total Assets $430k (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

$25.9k (2024)

Expenses

$20.3k (2024)

Total Assets

$430k (2024)

Total Liabilities

$0 (2024)

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2024

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