Eva M Bartzen Charitable Trust

C O Bank One Wisconsin Trust Co Na

Chicago, IL
Tax-exempt since Dec. 1991
EIN: 39-6534081

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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.

Revenue

$23.2k (2024)

Expenses

$51.8k (2024)

Total Assets

$583k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2012 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 June
2024

Revenue

$23,159

Expenses

$51,848

Net Income

-$28,689

Net Assets

$583,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,659	97.8%
Sales of Assets	$500	2.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,680	78.5%
Compensation of Officers*	$14,748	28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$583,255
Total Liabilities	$0
Net Assets	$583,255

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$14,748	$0

990-PF

Filed on Sept. 6, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$53,433

Expenses

$56,288

Net Income

-$2,855

Net Assets

$612,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,368	41.9%
Sales of Assets	$31,065	58.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,239	82.1%
Compensation of Officers*	$13,957	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$612,970
Total Liabilities	$0
Net Assets	$612,970

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$13,957	$0

990-PF

Filed on Oct. 5, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$34,290

Expenses

$54,420

Net Income

-$20,130

Net Assets

$615,824

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,387	82.8%
Sales of Assets	$5,903	17.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,750	80.4%
Compensation of Officers*	$15,268	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$615,824
Total Liabilities	$0
Net Assets	$615,824

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$15,268	$0

990-PF

Filed on Nov. 4, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$47,040

Expenses

$50,492

Net Income

-$3,452

Net Assets

$635,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,408	39.1%
Sales of Assets	$28,632	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,450	78.1%
Compensation of Officers*	$14,543	28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$635,952
Total Liabilities	$1
Net Assets	$635,951

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$14,543	$0

990-PF

Filed on Nov. 2, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$47,395

Expenses

$48,506

Net Income

-$1,111

Net Assets

$639,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,756	39.6%
Sales of Assets	$28,639	60.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,823	80.0%
Compensation of Officers*	$13,625	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$639,405
Total Liabilities	$1
Net Assets	$639,404

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$13,625	$0

990-PF

Filed on Sept. 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$56,251

Expenses

$50,771

Net Income

$5,480

Net Assets

$640,516

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,306	34.3%
Sales of Assets	$36,945	65.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,910	82.5%
Compensation of Officers*	$12,672	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$640,516
Total Liabilities	$0
Net Assets	$640,516

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase (Trustee)	$12,672	$0

990-PF

Filed on Sept. 5, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$44,642

Expenses

$44,217

Net Income

$425

Net Assets

$635,042

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,901	42.3%
Sales of Assets	$25,741	57.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,517	84.8%
Compensation of Officers*	$9,185	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$635,042
Total Liabilities	$0
Net Assets	$635,042

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$9,185	$0

990-PF

Filed on Nov. 1, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

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 June
2016

Revenue

$17,412

Expenses

$46,648

Net Income

-$29,236

Net Assets

$645,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,113	98.3%
Sales of Assets	$299	1.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,452	88.9%
Compensation of Officers*	$8,212	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$645,283
Total Liabilities	$0
Net Assets	$645,283

990-PF

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

PDF

Fiscal Year Ending June
2015

Revenue

$55,618

Expenses

$56,758

Net Income

-$1,140

Net Assets

$674,518

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,889	37.6%
Sales of Assets	$34,729	62.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,822	84.3%
Compensation of Officers*	$9,115	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$674,518
Total Liabilities	$0
Net Assets	$674,518

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$54,278

Expenses

$44,360

Net Income

$9,918

Net Assets

$675,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,070	24.1%
Sales of Assets	$40,606	74.8%
Other Income	$602	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,334	81.9%
Compensation of Officers*	$8,852	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	$675,665
Total Liabilities	$0
Net Assets	$675,665

990-PF

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

PDF

Fiscal Year Ending June
2013

Revenue

$37,887

Expenses

$67,392

Net Income

-$29,505

Net Assets

$658,173

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,226	34.9%
Sales of Assets	$23,023	60.8%
Other Income	$1,638	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,649	90.0%
Compensation of Officers*	$8,281	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$658,173
Total Liabilities	$0
Net Assets	$658,173

990-PF

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

PDF

Fiscal Year Ending June
2012

Revenue

$19,076

Expenses

$45,246

Net Income

-$26,170

Net Assets

$663,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,539	71.0%
Sales of Assets	$5,537	29.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,843	79.2%
Compensation of Officers*	$8,095	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	$663,091
Total Liabilities	$0
Net Assets	$663,091

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.

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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

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Updated June 30, 2025

Eva M Bartzen Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $23.2k (2024)

Expenses $51.8k (2024)

Total Assets $583k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$23.2k (2024)

Expenses

$51.8k (2024)

Total Assets

$583k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

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2021

Fiscal Year Ending June
2020

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2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

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2005

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2004

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2003

Fiscal Year Ending June
2002