Bessie V Battice Trust 06668467

Milwaukee, WI
EIN: 37-6190377

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

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

$21,650

Expenses

$48,268

Net Income

-$26,618

Net Assets

$661,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,931	> 100%
Sales of Assets	-$1,898
Other Income	$617	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,830	78.4%
Compensation of Officers*	$11,247	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$661,471
Total Liabilities	$0
Net Assets	$661,471

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$11,247	$0

990-PF

Filed on May 9, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$17,307

Expenses

$43,508

Net Income

-$26,201

Net Assets

$688,097

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,453	> 100%
Sales of Assets	-$4,243
Other Income	$97	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,646	77.3%
Compensation of Officers*	$10,431	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$688,097
Total Liabilities	$0
Net Assets	$688,097

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$10,431	$0

990-PF

Filed on May 5, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$76,534

Expenses

$53,644

Net Income

$22,890

Net Assets

$714,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,856	22.0%
Sales of Assets	$59,665	78.0%
Other Income	$13	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,150	74.8%
Compensation of Officers*	$10,974	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	$714,301
Total Liabilities	$0
Net Assets	$714,301

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,974	$0

990-PF

Filed on May 10, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$150,018

Expenses

$47,434

Net Income

$102,584

Net Assets

$691,414

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,801	10.5%
Sales of Assets	$134,217	89.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,626	75.1%
Compensation of Officers*	$12,132	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$691,414
Total Liabilities	$0
Net Assets	$691,414

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$12,132	$0

990-PF

Filed on May 9, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$47,426

Expenses

$44,896

Net Income

$2,530

Net Assets

$588,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,501	26.4%
Sales of Assets	$34,925	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,280	78.6%
Compensation of Officers*	$10,532	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$588,902
Total Liabilities	$1
Net Assets	$588,901

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,532	$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

$41,917

Expenses

$46,246

Net Income

-$4,329

Net Assets

$586,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,845	42.6%
Sales of Assets	$24,072	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,725	77.2%
Compensation of Officers*	$10,482	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$586,380
Total Liabilities	$1
Net Assets	$586,379

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,482	$0

990-PF

Filed on May 8, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$42,379

Expenses

$42,257

Net Income

$122

Net Assets

$590,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,858	39.8%
Sales of Assets	$25,521	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,405	74.3%
Compensation of Officers*	$10,834	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$590,710
Total Liabilities	$0
Net Assets	$590,710

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$10,834	$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

$30,937

Expenses

$39,660

Net Income

-$8,723

Net Assets

$590,779

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,678	57.1%
Sales of Assets	$13,259	42.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,926	75.5%
Compensation of Officers*	$10,531	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$590,779
Total Liabilities	$0
Net Assets	$590,779

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$10,531	$0

990-PF

Filed on April 28, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$20,468

Expenses

$46,145

Net Income

-$25,677

Net Assets

$599,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,686	76.6%
Sales of Assets	$4,009	19.6%
Other Income	$773	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,992	80.2%
Compensation of Officers*	$9,892	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$599,649
Total Liabilities	$0
Net Assets	$599,649

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$9,892	$0

990-PF

Filed on May 5, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$25,843

Expenses

$49,338

Net Income

-$23,495

Net Assets

$625,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,756	64.8%
Sales of Assets	$9,087	35.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,126	79.3%
Compensation of Officers*	$10,221	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$625,457
Total Liabilities	$0
Net Assets	$625,457

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,221	$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

$64,758

Expenses

$49,173

Net Income

$15,585

Net Assets

$648,052

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,195	28.1%
Sales of Assets	$46,563	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,020	77.3%
Compensation of Officers*	$10,562	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$648,052
Total Liabilities	$0
Net Assets	$648,052

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$10,562	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$45,847

Expenses

$46,535

Net Income

-$688

Net Assets

$633,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,235	35.4%
Sales of Assets	$29,612	64.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,718	78.9%
Compensation of Officers*	$9,898	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$633,598
Total Liabilities	$0
Net Assets	$633,598

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$9,898	$0

990-PF

Filed on May 1, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$35,531

Expenses

$45,621

Net Income

-$10,090

Net Assets

$634,570

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,554	57.8%
Sales of Assets	$14,977	42.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,848	80.8%
Compensation of Officers*	$9,038	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$634,571
Total Liabilities	$1
Net Assets	$634,570

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,675

Expenses

$46,371

Net Income

-$16,696

Net Assets

$644,752

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,542	62.5%
Sales of Assets	$11,125	37.5%
Other Income	$8	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,718	79.2%
Compensation of Officers*	$9,230	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$644,753
Total Liabilities	$1
Net Assets	$644,752

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.

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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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Updated April 20, 2026

Bessie V Battice Trust 06668467

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

Compensation

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

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

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2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003