Louis Ancel Charitable Trust

Marcus Ira Ttee

Bayside, WI
Tax-exempt since May 1967
EIN: 36-6149931

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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

$11.3k (2024)

Expenses

$8.93k (2024)

Total Assets

$13.1k (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 Nov.
2024

Revenue

$11,290

Expenses

$8,930

Net Income

$2,360

Net Assets

$13,077

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.1%
Dividends	$4,773	42.3%
Sales of Assets	$6,501	57.6%
Other Income	$0

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	$13,077
Total Liabilities	$0
Net Assets	$13,077

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on April 3, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$9,073

Expenses

$12,691

Net Income

-$3,618

Net Assets

$10,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,747	52.3%
Sales of Assets	$4,326	47.7%
Other Income	$0

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	$10,717
Total Liabilities	$0
Net Assets	$10,717

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on March 29, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$7,994

Expenses

$8,753

Net Income

-$759

Net Assets

$14,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,578	57.3%
Sales of Assets	$3,416	42.7%
Other Income	$0

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	$14,335
Total Liabilities	$0
Net Assets	$14,335

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on March 30, 2023

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

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PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$9,180

Expenses

$8,379

Net Income

$801

Net Assets

$15,094

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,135	45.0%
Sales of Assets	$5,045	55.0%
Other Income	$0

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	$15,094
Total Liabilities	$0
Net Assets	$15,094

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on April 5, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$8,699

Expenses

$6,999

Net Income

$1,700

Net Assets

$14,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,775	43.4%
Sales of Assets	$4,924	56.6%
Other Income	$0

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	$14,293
Total Liabilities	$1
Net Assets	$14,292

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on April 4, 2021

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

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PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$12,276

Expenses

$7,915

Net Income

$4,361

Net Assets

$12,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$3,470	28.3%
Sales of Assets	$8,803	71.7%
Other Income	$0

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	$12,593
Total Liabilities	$1
Net Assets	$12,592

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on May 2, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$5,441

Expenses

$7,750

Net Income

-$2,309

Net Assets

$8,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$2,965	54.5%
Sales of Assets	$2,474	45.5%
Other Income	$0

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	$8,232
Total Liabilities	$0
Net Assets	$8,232

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on April 7, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2017

Revenue

$11,525

Expenses

$19,055

Net Income

-$7,530

Net Assets

$10,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,608	22.6%
Sales of Assets	$8,917	77.4%
Other Income	$0

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	$10,541
Total Liabilities	$0
Net Assets	$10,541

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on April 1, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$11,791

Expenses

$3,150

Net Income

$8,641

Net Assets

$18,071

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,058	17.5%
Sales of Assets	$9,733	82.5%
Other Income	$0

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	$18,071
Total Liabilities	$0
Net Assets	$18,071

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on March 29, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$8,147

Expenses

$9,785

Net Income

-$1,638

Net Assets

$9,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,023	24.8%
Sales of Assets	$6,124	75.2%
Other Income	$0

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	$9,430
Total Liabilities	$0
Net Assets	$9,430

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on April 10, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$10,015

Expenses

$12,130

Net Income

-$2,115

Net Assets

$11,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,016	20.1%
Sales of Assets	$7,999	79.9%
Other Income	$0

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	$11,068
Total Liabilities	$0
Net Assets	$11,068

Compensation

Key Employees and Officers	Compensation	Other
Fredric D Ancel (Manager)	$0	$0

990-PF

Filed on March 29, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$5,935

Expenses

$6,350

Net Income

-$415

Net Assets

$13,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,974	33.3%
Sales of Assets	$3,961	66.7%
Other Income	$0

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	$13,183
Total Liabilities	$1
Net Assets	$13,182

990-PF

Filed on June 19, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$1,382

Expenses

$6,550

Net Income

-$5,168

Net Assets

$13,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,382	100%
Sales of Assets	$0
Other Income	$0

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	$13,598
Total Liabilities	$1
Net Assets	$13,597

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$6,603

Expenses

$7,800

Net Income

-$1,197

Net Assets

$18,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,184	17.9%
Sales of Assets	$5,419	82.1%
Other Income	$0

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	$18,766
Total Liabilities	$1
Net Assets	$18,765

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Updated June 30, 2025

Louis Ancel Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $11.3k (2024)

Expenses $8.93k (2024)

Total Assets $13.1k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$11.3k (2024)

Expenses

$8.93k (2024)

Total Assets

$13.1k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

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2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
2001