Bert L And Patricia S Steigleder Charitable Trust

C O Henry J Loss Quarles And Brady

Milwaukee, WI
Tax-exempt since March 1992
EIN: 39-6541246

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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

$586k (2025)

Expenses

$612k (2025)

Total Assets

$7.26M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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
2025

Revenue

$586,154

Expenses

$612,400

Net Income

-$26,246

Net Assets

$7,263,866

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$246,730	42.1%
Sales of Assets	$338,810	57.8%
Other Income	$614	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$520,840	85.0%
Compensation of Officers*	$113,395	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	$7,263,866
Total Liabilities	$0
Net Assets	$7,263,866

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$93,395	$0
Paul Tilleman (Co Trustee)	$20,000	$0

990-PF

Filed on Nov. 10, 2025

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

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Fiscal Year Ending June
2024

Revenue

$336,559

Expenses

$599,421

Net Income

-$262,862

Net Assets

$7,290,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$221,224	65.7%
Sales of Assets	$114,668	34.1%
Other Income	$667	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$510,069	85.1%
Compensation of Officers*	$110,689	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	$7,290,112
Total Liabilities	$0
Net Assets	$7,290,112

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$90,689	$0
Paul Tilleman (Co Trustee)	$20,000	$0

990-PF

Filed on Oct. 29, 2024

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

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Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$388,871

Expenses

$642,819

Net Income

-$253,948

Net Assets

$7,552,995

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$186,702	48.0%
Sales of Assets	$201,626	51.8%
Other Income	$543	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$556,620	86.6%
Compensation of Officers*	$106,198	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	$7,552,995
Total Liabilities	$0
Net Assets	$7,552,995

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$86,198	$0
Paul Tilleman (Co Trustee)	$20,000	$0

990-PF

Filed on Nov. 7, 2023

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

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PDF XML

Fiscal Year Ending June
2022

Revenue

$487,780

Expenses

$679,920

Net Income

-$192,140

Net Assets

$7,806,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$223,203	45.8%
Sales of Assets	$263,950	54.1%
Other Income	$627	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$583,134	85.8%
Compensation of Officers*	$121,335	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,806,947
Total Liabilities	$0
Net Assets	$7,806,947

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Co Trustee)	$101,335	$0
Paul Tilleman (Co Trustee)	$20,000	$0

990-PF

Filed on Oct. 27, 2022

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

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Fiscal Year Ending June
2021

Revenue

$363,702

Expenses

$577,044

Net Income

-$213,342

Net Assets

$7,999,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$175,462	48.2%
Sales of Assets	$187,806	51.6%
Other Income	$434	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$484,397	83.9%
Compensation of Officers*	$118,018	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	$7,999,099
Total Liabilities	$1
Net Assets	$7,999,098

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Co Trustee)	$98,018	$0
Paul Tilleman (Co Trustee)	$20,000	$0

990-PF

Filed on Nov. 1, 2021

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

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PDF XML

Fiscal Year Ending June
2020

Revenue

$531,468

Expenses

$626,302

Net Income

-$94,834

Net Assets

$8,212,457

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$205,358	38.6%
Sales of Assets	$319,723	60.2%
Other Income	$6,387	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$527,711	84.3%
Compensation of Officers*	$105,779	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	$8,212,458
Total Liabilities	$1
Net Assets	$8,212,457

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Co Trustee)	$105,779	$0

990-PF

Filed on Nov. 10, 2020

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

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PDF XML

Fiscal Year Ending June
2019

Revenue

$389,796

Expenses

$581,642

Net Income

-$191,846

Net Assets

$8,307,323

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$241,118	61.9%
Sales of Assets	$148,678	38.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$473,793	81.5%
Compensation of Officers*	$92,967	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,307,323
Total Liabilities	$0
Net Assets	$8,307,323

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Co Trustee)	$92,967	$0

990-PF

Filed on Nov. 3, 2019

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

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Fiscal Year Ending June
2018

Revenue

$1,010,810

Expenses

$628,537

Net Income

$382,273

Net Assets

$8,499,128

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$234,891	23.2%
Sales of Assets	$775,919	76.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$502,840	80.0%
Compensation of Officers*	$95,711	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,499,128
Total Liabilities	$0
Net Assets	$8,499,128

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Co Trustee)	$95,711	$0

990-PF

Filed on Oct. 15, 2018

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

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Schedules ▼

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

$147,955

Expenses

$571,630

Net Income

-$423,675

Net Assets

$7,688,576

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$183,300	> 100%
Sales of Assets	$0
Other Income	$5,061	3.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$486,451	85.1%
Compensation of Officers*	$88,927	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,688,576
Total Liabilities	$0
Net Assets	$7,688,576

990-PF

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

PDF

Fiscal Year Ending June
2015

Revenue

$616,012

Expenses

$638,824

Net Income

-$22,812

Net Assets

$8,112,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$196,690	31.9%
Sales of Assets	$419,322	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$517,237	81.0%
Compensation of Officers*	$95,448	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,112,249
Total Liabilities	$0
Net Assets	$8,112,249

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$95,448	$0
Paul J Tilleman (Trustee)	$0	$0

990-PF

Filed on Nov. 12, 2015

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

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Fiscal Year Ending June
2014

Revenue

$872,457

Expenses

$595,106

Net Income

$277,351

Net Assets

$8,134,988

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12	0.0%
Dividends	$188,936	21.7%
Sales of Assets	$683,509	78.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$485,632	81.6%
Compensation of Officers*	$95,008	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,134,988
Total Liabilities	$0
Net Assets	$8,134,988

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$95,008	$0
Paul J Tilleman (Trustee)	$0	$0

990-PF

Filed on Nov. 4, 2014

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

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Fiscal Year Ending June
2013

Revenue

$445,766

Expenses

$552,209

Net Income

-$106,443

Net Assets

$7,861,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$192,843	43.3%
Sales of Assets	$250,869	56.3%
Other Income	$2,054	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$461,928	83.7%
Compensation of Officers*	$91,270	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	$7,861,890
Total Liabilities	$1
Net Assets	$7,861,889

990-PF

Filed on Dec. 31, 2013

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

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PDF XML

Fiscal Year Ending June
2012

Revenue

$155,718

Expenses

$573,731

Net Income

-$418,013

Net Assets

$7,970,566

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$194,071	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$469,628	81.9%
Compensation of Officers*	$82,857	14.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,970,567
Total Liabilities	$1
Net Assets	$7,970,566

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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Types of Nonprofits

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Updated January 26, 2026

Bert L And Patricia S Steigleder Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $586k (2025)

Expenses $612k (2025)

Total Assets $7.26M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Revenue

$586k (2025)

Expenses

$612k (2025)

Total Assets

$7.26M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
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

Fiscal Year Ending June
2005

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2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002