Helen Miller Tr

Neenah, WI
Tax-exempt since Sept. 1990
EIN: 39-6520469

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 May
2025

Revenue

$12,546

Expenses

$16,043

Net Income

-$3,497

Net Assets

$206,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,630	60.8%
Sales of Assets	$4,916	39.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,917	93.0%
Compensation of Officers*	$4,089	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$206,470
Total Liabilities	$0
Net Assets	$206,470

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$4,089	$0

990-PF

Filed on Sept. 23, 2025

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

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Schedules ▼

PDF XML

Fiscal Year Ending May
2024

Revenue

$6,758

Expenses

$14,854

Net Income

-$8,096

Net Assets

$210,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,080	> 100%
Sales of Assets	-$322
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,835	79.7%
Compensation of Officers*	$2,748	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$210,000
Total Liabilities	$0
Net Assets	$210,000

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$2,748	$0

990-PF

Filed on Aug. 27, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending May
2023

Revenue

$4,974

Expenses

$16,950

Net Income

-$11,976

Net Assets

$216,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,546	> 100%
Sales of Assets	-$644
Other Income	$72	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,116	83.3%
Compensation of Officers*	$2,803	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$216,865
Total Liabilities	$0
Net Assets	$216,865

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$2,803	$0

990-PF

Filed on Oct. 13, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

-$5,530

Expenses

$17,797

Net Income

-$23,327

Net Assets

$230,047

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,889
Sales of Assets	-$10,562
Other Income	$143

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,500	75.9%
Compensation of Officers*	$3,342	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	$230,047
Total Liabilities	$0
Net Assets	$230,047

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$3,342	$0

990-PF

Filed on June 10, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$10,458

Expenses

$13,964

Net Income

-$3,506

Net Assets

$253,376

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,947	47.3%
Sales of Assets	$5,511	52.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,648	69.1%
Compensation of Officers*	$3,383	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$253,377
Total Liabilities	$1
Net Assets	$253,376

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$3,383	$0

990-PF

Filed on Aug. 24, 2021

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

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XML

Fiscal Year Ending May
2020

Revenue

$19,853

Expenses

$17,124

Net Income

$2,729

Net Assets

$256,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,091	35.7%
Sales of Assets	$12,762	64.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,962	75.7%
Compensation of Officers*	$3,230	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	$256,882
Total Liabilities	$1
Net Assets	$256,881

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$3,230	$0

990-PF

Filed on Sept. 2, 2020

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

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PDF XML

Fiscal Year Ending May
2019

Revenue

$11,400

Expenses

$17,860

Net Income

-$6,460

Net Assets

$254,158

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,670	67.3%
Sales of Assets	$3,730	32.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,666	76.5%
Compensation of Officers*	$3,203	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$254,158
Total Liabilities	$0
Net Assets	$254,158

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$3,203	$0

990-PF

Filed on June 19, 2019

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

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PDF XML

Fiscal Year Ending May
2018

Revenue

$10,362

Expenses

$18,027

Net Income

-$7,665

Net Assets

$260,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,377	61.5%
Sales of Assets	$3,985	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,683	75.9%
Compensation of Officers*	$3,363	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$260,756
Total Liabilities	$0
Net Assets	$260,756

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$3,363	$0

990-PF

Filed on June 20, 2018

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

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PDF XML

Fiscal Year Ending May
2017

Revenue

$12,512

Expenses

$17,711

Net Income

-$5,199

Net Assets

$268,424

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,108	48.8%
Sales of Assets	$6,260	50.0%
Other Income	$144	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,458	76.0%
Compensation of Officers*	$3,336	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	$268,424
Total Liabilities	$0
Net Assets	$268,424

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$3,336	$0

990-PF

Filed on Oct. 9, 2017

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

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Fiscal Year Ending May
2016

Revenue

$6,093

Expenses

$18,505

Net Income

-$12,412

Net Assets

$273,623

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,260	> 100%
Sales of Assets	-$283
Other Income	$116	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,280	77.2%
Compensation of Officers*	$3,334	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$273,623
Total Liabilities	$0
Net Assets	$273,623

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$3,334	$0

990-PF

Filed on July 15, 2016

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

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Fiscal Year Ending May
2015

Revenue

$22,803

Expenses

$19,494

Net Income

$3,309

Net Assets

$286,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,823	29.9%
Sales of Assets	$15,980	70.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,084	77.4%
Compensation of Officers*	$3,508	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$286,035
Total Liabilities	$0
Net Assets	$286,035

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$3,508	$0

990-PF

Filed on Oct. 8, 2015

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

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Fiscal Year Ending May
2014

Revenue

$28,700

Expenses

$13,344

Net Income

$15,356

Net Assets

$282,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,444	19.0%
Sales of Assets	$23,256	81.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,821	66.1%
Compensation of Officers*	$3,655	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$282,726
Total Liabilities	$0
Net Assets	$282,726

Compensation

Key Employees and Officers	Compensation	Other
Legacy Private Trust Company (Trustee)	$3,655	$0

990-PF

Filed on June 26, 2014

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

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Fiscal Year Ending May
2013

Revenue

$14,714

Expenses

$10,790

Net Income

$3,924

Net Assets

$267,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,801	53.0%
Sales of Assets	$6,913	47.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,528	60.5%
Compensation of Officers*	$3,412	31.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$267,370
Total Liabilities	$1
Net Assets	$267,369

990-PF

Filed on Oct. 29, 2013

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

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Fiscal Year Ending May
2012

Revenue

$9,501

Expenses

$13,424

Net Income

-$3,923

Net Assets

$263,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,859	93.2%
Sales of Assets	$642	6.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,353	69.7%
Compensation of Officers*	$3,221	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	$263,446
Total Liabilities	$1
Net Assets	$263,445

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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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.

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Updated June 22, 2026

Helen Miller Tr

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Fiscal Year Ending May
2025

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2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

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2021

Fiscal Year Ending May
2020

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2019

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2018

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2017

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2016

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2015

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2014

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2013

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2012

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2011

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2010

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2009

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2008

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2007

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2003

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2002