James D Maclean Trust

Milwaukee, WI
Tax-exempt since Sept. 1974
EIN: 39-6073666

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.

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 Feb.
2025

Revenue

$3,967

Expenses

$11,244

Net Income

-$7,277

Net Assets

$216,638

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,371	> 100%
Sales of Assets	-$5,658
Other Income	$254	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,056	71.6%
Compensation of Officers*	$3,378	30.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$216,638
Total Liabilities	$0
Net Assets	$216,638

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,378	$0

990-PF

Filed on July 8, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2024

Revenue

$5,456

Expenses

$21,056

Net Income

-$15,600

Net Assets

$223,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,060	> 100%
Sales of Assets	-$3,612
Other Income	$8	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,769	84.4%
Compensation of Officers*	$3,306	15.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$223,917
Total Liabilities	$0
Net Assets	$223,917

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,306	$0

990-PF

Filed on July 10, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2023

Revenue

$4,656

Expenses

$10,131

Net Income

-$5,475

Net Assets

$239,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,455	> 100%
Sales of Assets	-$2,808
Other Income	$9	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,262	61.8%
Compensation of Officers*	$3,521	34.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,519
Total Liabilities	$0
Net Assets	$239,519

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,521	$0

990-PF

Filed on Jan. 15, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2022

Revenue

$30,149

Expenses

$15,506

Net Income

$14,643

Net Assets

$245,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,542	21.7%
Sales of Assets	$23,600	78.3%
Other Income	$7	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,835	76.3%
Compensation of Officers*	$4,072	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$245,035
Total Liabilities	$0
Net Assets	$245,035

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$4,072	$0

990-PF

Filed on June 30, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2021

Revenue

$7,375

Expenses

$9,333

Net Income

-$1,958

Net Assets

$230,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,685	90.6%
Sales of Assets	$690	9.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,566	59.6%
Compensation of Officers*	$3,918	42.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,393
Total Liabilities	$1
Net Assets	$230,392

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,918	$0

990-PF

Filed on July 2, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Feb.
2020

Revenue

$9,487

Expenses

$35,760

Net Income

-$26,273

Net Assets

$232,333

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,878	83.0%
Sales of Assets	$1,609	17.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,966	89.4%
Compensation of Officers*	$4,161	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$232,334
Total Liabilities	$1
Net Assets	$232,333

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$4,161	$0

990-PF

Filed on June 30, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2019

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 Feb.
2018

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 Feb.
2017

Revenue

$771

Expenses

$25,765

Net Income

-$24,994

Net Assets

$258,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,300	> 100%
Sales of Assets	-$5,529
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,562	87.6%
Compensation of Officers*	$3,522	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$258,503
Total Liabilities	$0
Net Assets	$258,503

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,522	$0

990-PF

Filed on July 3, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2016

Revenue

$9,184

Expenses

$18,376

Net Income

-$9,192

Net Assets

$283,428

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,579	82.5%
Sales of Assets	$1,605	17.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,159	82.5%
Compensation of Officers*	$3,528	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	$283,428
Total Liabilities	$0
Net Assets	$283,428

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,528	$0

990-PF

Filed on June 17, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2015

Revenue

$15,237

Expenses

$18,118

Net Income

-$2,881

Net Assets

$292,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,133	46.8%
Sales of Assets	$8,104	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,682	81.0%
Compensation of Officers*	$3,559	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$292,620
Total Liabilities	$0
Net Assets	$292,620

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,559	$0

990-PF

Filed on July 6, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2014

Revenue

$18,525

Expenses

$15,071

Net Income

$3,454

Net Assets

$295,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,605	41.1%
Sales of Assets	$10,920	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,154	74.0%
Compensation of Officers*	$3,576	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$295,720
Total Liabilities	$0
Net Assets	$295,720

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,576	$0

990-PF

Filed on July 8, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2013

Revenue

$24,441

Expenses

$15,127

Net Income

$9,314

Net Assets

$292,265

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,838	40.3%
Sales of Assets	$14,603	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,679	77.2%
Compensation of Officers*	$3,593	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$292,266
Total Liabilities	$1
Net Assets	$292,265

990-PF

Filed on Jan. 14, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Feb.
2012

Revenue

$11,360

Expenses

$14,741

Net Income

-$3,381

Net Assets

$282,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,487	74.7%
Sales of Assets	$2,873	25.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,279	76.5%
Compensation of Officers*	$3,591	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	$282,952
Total Liabilities	$1
Net Assets	$282,951

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.

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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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Raw filing data. Includes EINs and summary financials as structured data.
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Updated May 27, 2026

James D Maclean Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Feb. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002