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Frances Sawyer Hefti Tr Bank One Wisconsin Tr Co Na Ttee

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$44.9k (2024)

Expenses
$57.2k (2024)

Total Assets
$650k (2024)

Total Liabilities
$0 (2024)

Years with missing data
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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,914
Expenses
$57,166
Net Income
-$12,252
Net Assets
$650,296
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $31,636
70.4%
Sales of Assets $13,278
29.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,322
79.3%
Compensation of Officers* $18,033
31.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $650,296
Total Liabilities $0
Net Assets $650,296
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $18,033 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,277
Expenses
$56,302
Net Income
-$2,025
Net Assets
$663,618
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $23,333
43.0%
Sales of Assets $30,524
56.2%
Other Income $420
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,720
81.2%
Compensation of Officers* $16,745
29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $663,618
Total Liabilities $0
Net Assets $663,618
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $16,745 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,218
Expenses
$58,783
Net Income
-$41,565
Net Assets
$665,521
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,997
> 100%
Sales of Assets -$5,779
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,117
80.2%
Compensation of Officers* $17,013
28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $665,521
Total Liabilities $0
Net Assets $665,521
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $17,013 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$65,754
Expenses
$58,975
Net Income
$6,779
Net Assets
$707,125
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $30,144
45.8%
Sales of Assets $35,610
54.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $47,706
80.9%
Compensation of Officers* $18,083
30.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $707,125
Total Liabilities $0
Net Assets $707,125
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $18,083 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$42,373
Expenses
$53,063
Net Income
-$10,690
Net Assets
$700,353
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,176
45.3%
Sales of Assets $23,197
54.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $43,319
81.6%
Compensation of Officers* $14,403
27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $700,354
Total Liabilities $1
Net Assets $700,353
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $14,403 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$61,641
Expenses
$53,144
Net Income
$8,497
Net Assets
$711,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,424
34.8%
Sales of Assets $40,217
65.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,722
80.4%
Compensation of Officers* $13,128
24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $711,234
Total Liabilities $1
Net Assets $711,233
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank N A (Trustee) $13,128 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$56,944
Expenses
$50,398
Net Income
$6,546
Net Assets
$702,747
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,033
35.2%
Sales of Assets $36,911
64.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,870
83.1%
Compensation of Officers* $10,875
21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $702,747
Total Liabilities $0
Net Assets $702,747
Compensation
Key Employees and Officers Compensation Other
Jpmorgan Chase Bank Na (Trustee) $10,875 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$54,358
Expenses
$45,762
Net Income
$8,596
Net Assets
$696,241
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,814
38.3%
Sales of Assets $33,622
61.9%
Other Income -$78
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,674
86.7%
Compensation of Officers* $9,359
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 $696,241
Total Liabilities $0
Net Assets $696,241
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bankna (Trustee) $9,359 $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
$20,037
Expenses
$51,784
Net Income
-$31,747
Net Assets
$721,176
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,269
86.2%
Sales of Assets $3,077
15.4%
Other Income -$309
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,108
87.1%
Compensation of Officers* $9,170
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $721,176
Total Liabilities $0
Net Assets $721,176

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$73,723
Expenses
$47,853
Net Income
$25,870
Net Assets
$752,925
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,245
28.8%
Sales of Assets $52,934
71.8%
Other Income -$456
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,517
82.6%
Compensation of Officers* $9,565
20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $752,925
Total Liabilities $0
Net Assets $752,925

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$51,175
Expenses
$46,570
Net Income
$4,605
Net Assets
$726,442
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,668
28.7%
Sales of Assets $36,158
70.7%
Other Income $349
0.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $39,288
84.4%
Compensation of Officers* $9,153
19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $726,442
Total Liabilities $0
Net Assets $726,442

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$37,042
Expenses
$45,226
Net Income
-$8,184
Net Assets
$723,263
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,318
41.4%
Sales of Assets $22,581
61.0%
Other Income -$857
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,487
82.9%
Compensation of Officers* $8,397
18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $723,263
Total Liabilities $0
Net Assets $723,263

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,175
Expenses
$23,249
Net Income
$28,926
Net Assets
$731,394
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $11
0.0%
Dividends $15,518
29.7%
Sales of Assets $36,646
70.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,370
61.8%
Compensation of Officers* $9,172
39.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $731,395
Total Liabilities $1
Net Assets $731,394

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 March
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 March
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 March
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 March
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 March
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

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 »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • 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.

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