Juri Lellep Trust Marine Trust Co Na Ttee 111 E Wisconsin Ave

Organization summary

Type of Nonprofit

Designated as a 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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,581
Expenses
$32,351
Net Income
-$1,770
Net Assets
$394,240
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,316
43.5%
Sales of Assets $17,265
56.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,200
90.3%
Compensation of Officers* $4,756
14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $394,240
Total Liabilities $0
Net Assets $394,240
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $4,756 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,942
Expenses
$18,092
Net Income
$3,850
Net Assets
$379,869
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $8,983
40.9%
Sales of Assets $12,959
59.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,948
99.2%
Compensation of Officers* $2,006
11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $379,869
Total Liabilities $0
Net Assets $379,869
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $2,006 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,543
Expenses
$21,354
Net Income
$189
Net Assets
$378,917
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,584
30.6%
Sales of Assets $14,959
69.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,288
95.0%
Compensation of Officers* $2,142
10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $378,917
Total Liabilities $0
Net Assets $378,917
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $2,142 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,867
Expenses
$17,329
Net Income
$23,538
Net Assets
$377,229
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $10,305
25.2%
Sales of Assets $30,562
74.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,564
95.6%
Compensation of Officers* $2,305
13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $377,229
Total Liabilities $0
Net Assets $377,229
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $2,305 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,498
Expenses
$17,272
Net Income
$9,226
Net Assets
$355,021
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,425
24.2%
Sales of Assets $19,962
75.3%
Other Income $111
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,134
99.2%
Compensation of Officers* $2,040
11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $355,022
Total Liabilities $1
Net Assets $355,021
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $2,040 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$14,653
Expenses
$21,059
Net Income
-$6,406
Net Assets
$344,949
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,524
51.3%
Sales of Assets $7,129
48.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,603
97.8%
Compensation of Officers* $2,023
9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $344,950
Total Liabilities $1
Net Assets $344,949
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $2,023 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$22,303
Expenses
$19,260
Net Income
$3,043
Net Assets
$351,752
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,063
31.7%
Sales of Assets $15,240
68.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,257
84.4%
Compensation of Officers* $3,547
18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $351,752
Total Liabilities $0
Net Assets $351,752
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $3,547 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$25,165
Expenses
$18,748
Net Income
$6,417
Net Assets
$348,571
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,864
27.3%
Sales of Assets $19,039
75.7%
Other Income -$738
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,418
87.6%
Compensation of Officers* $3,769
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 $348,571
Total Liabilities $0
Net Assets $348,571
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $3,769 $0

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,055
Expenses
$22,206
Net Income
-$5,151
Net Assets
$357,743
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $9,549
56.0%
Sales of Assets $8,052
47.2%
Other Income -$546
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,763
89.0%
Compensation of Officers* $3,749
16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $357,743
Total Liabilities $0
Net Assets $357,743

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$24,766
Expenses
$23,285
Net Income
$1,481
Net Assets
$362,894
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,095
28.6%
Sales of Assets $17,396
70.2%
Other Income $275
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $19,722
84.7%
Compensation of Officers* $3,775
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 $362,894
Total Liabilities $0
Net Assets $362,894

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,928
Expenses
$19,924
Net Income
$1,004
Net Assets
$361,413
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $7,921
37.8%
Sales of Assets $13,798
65.9%
Other Income -$791
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,052
85.6%
Compensation of Officers* $3,775
18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $361,413
Total Liabilities $0
Net Assets $361,413

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,059
Expenses
$20,084
Net Income
-$15,025
Net Assets
$360,407
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $6,919
> 100%
Sales of Assets $0
Other Income -$1,857
Notable Expenses Percent of Total Expenses
Charitable Disbursements $17,098
85.1%
Compensation of Officers* $3,774
18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $360,407
Total Liabilities $0
Net Assets $360,407

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,815
Expenses
$24,919
Net Income
-$7,104
Net Assets
$375,431
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $10,868
61.0%
Sales of Assets $6,940
39.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,050
88.5%
Compensation of Officers* $3,773
15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $375,432
Total Liabilities $1
Net Assets $375,431

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

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?

Contact Us