George P Obertate Trust 36504

Milwaukee, WI
Tax-exempt since Dec. 2003
EIN: 37-6140950

Receive an email when new data is available for this organization.

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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$234k (2024)

Expenses

$261k (2024)

Total Assets

$3.63M (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

$233,880

Expenses

$261,048

Net Income

-$27,168

Net Assets

$3,633,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$142,388	60.9%
Sales of Assets	$91,291	39.0%
Other Income	$201	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,386	77.1%
Compensation of Officers*	$61,732	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,633,804
Total Liabilities	$0
Net Assets	$3,633,804

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$61,732	$0

990-PF

Filed on May 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$61,347

Expenses

$265,028

Net Income

-$203,681

Net Assets

$3,660,806

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$130,374	> 100%
Sales of Assets	-$69,766
Other Income	$739	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,340	79.4%
Compensation of Officers*	$58,315	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,660,806
Total Liabilities	$0
Net Assets	$3,660,806

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$58,315	$0

990-PF

Filed on May 5, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$105,570

Expenses

$293,458

Net Income

-$187,888

Net Assets

$3,865,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,481	86.7%
Sales of Assets	$13,935	13.2%
Other Income	$154	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$242,158	82.5%
Compensation of Officers*	$53,349	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,865,555
Total Liabilities	$0
Net Assets	$3,865,555

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$53,349	$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

$363,231

Expenses

$266,945

Net Income

$96,286

Net Assets

$4,054,549

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$97,323	26.8%
Sales of Assets	$263,608	72.6%
Other Income	$2,300	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,182	79.1%
Compensation of Officers*	$56,203	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,054,549
Total Liabilities	$0
Net Assets	$4,054,549

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$56,203	$0

990-PF

Filed on May 9, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$97,276

Expenses

$255,100

Net Income

-$157,824

Net Assets

$3,958,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,966	90.4%
Sales of Assets	$8,523	8.8%
Other Income	$787	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$207,932	81.5%
Compensation of Officers*	$51,336	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,958,267
Total Liabilities	$1
Net Assets	$3,958,266

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$51,336	$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

$129,359

Expenses

$259,242

Net Income

-$129,883

Net Assets

$4,108,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,268	85.2%
Sales of Assets	$0
Other Income	$34,959	27.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,780	81.3%
Compensation of Officers*	$49,812	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,108,273
Total Liabilities	$1
Net Assets	$4,108,272

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$49,812	$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

$154,923

Expenses

$299,613

Net Income

-$144,690

Net Assets

$4,240,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,416	71.3%
Sales of Assets	$43,957	28.4%
Other Income	$550	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,581	58.3%
Compensation of Officers*	$50,433	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,240,173
Total Liabilities	$0
Net Assets	$4,240,173

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$50,433	$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

$3,792,788

Expenses

$354,307

Net Income

$3,438,481

Net Assets

$4,384,391

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,168	0.9%
Sales of Assets	$3,558,446	93.8%
Other Income	$7,892	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$264,800	74.7%
Compensation of Officers*	$16,595	4.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,384,391
Total Liabilities	$0
Net Assets	$4,384,391

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$16,595	$0

990-PF

Filed on April 26, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$203,451

Expenses

$395,569

Net Income

-$192,118

Net Assets

$946,183

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,024	3.9%
Sales of Assets	$15,367	7.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,492	75.0%
Compensation of Officers*	$6,259	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$946,183
Total Liabilities	$0
Net Assets	$946,183

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$6,259	$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

$577,042

Expenses

$264,738

Net Income

$312,304

Net Assets

$1,137,972

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,062	0.4%
Sales of Assets	$423,246	73.3%
Other Income	$3,283	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,982	60.8%
Compensation of Officers*	$10,064	3.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,137,972
Total Liabilities	$0
Net Assets	$1,137,972

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$10,064	$0

990-PF

Filed on Aug. 11, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$199,657

Expenses

$234,494

Net Income

-$34,837

Net Assets

$825,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,457	1.2%
Sales of Assets	$9,506	4.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,998	64.8%
Compensation of Officers*	$20,710	8.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$825,959
Total Liabilities	$0
Net Assets	$825,959

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$20,710	$0

990-PF

Filed on May 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$200,231

Expenses

$252,728

Net Income

-$52,497

Net Assets

$836,386

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,969	1.5%
Sales of Assets	$2,345	1.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,237	63.4%
Compensation of Officers*	$20,173	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$836,386
Total Liabilities	$0
Net Assets	$836,386

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$20,173	$0

990-PF

Filed on May 1, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$188,846

Expenses

$363,653

Net Income

-$174,807

Net Assets

$888,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,460	2.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,087	46.2%
Compensation of Officers*	$17,858	4.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$888,577
Total Liabilities	$1
Net Assets	$888,576

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$411,606

Expenses

$264,486

Net Income

$147,120

Net Assets

$1,063,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,420	1.1%
Sales of Assets	$252,889	61.4%
Other Income	$848	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$163,370	61.8%
Compensation of Officers*	$13,190	5.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,063,452
Total Liabilities	$1
Net Assets	$1,063,451

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

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 »

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

George P Obertate Trust 36504

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $234k (2024)

Expenses $261k (2024)

Total Assets $3.63M (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

$234k (2024)

Expenses

$261k (2024)

Total Assets

$3.63M (2024)

Total Liabilities

$0 (2024)

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

Fiscal Year Ending Dec.
2003