Christian Marius Lauritzen Ii Charitable Trust

Milwaukee, WI
Tax-exempt since Feb. 1997
EIN: 39-6642995

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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.

Category: Philanthropy, Voluntarism, and Grantmaking Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$14.7k (2024)

Expenses

$13.9k (2024)

Total Assets

$223k (2024)

Total Liabilities

$0 (2024)

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

Revenue

$14,708

Expenses

$13,941

Net Income

$767

Net Assets

$222,804

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,778	59.7%
Sales of Assets	$5,927	40.3%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,778	77.3%
Compensation of Officers*	$3,736	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$222,804
Total Liabilities	$0
Net Assets	$222,804

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,736	$0

990-PF

Filed on May 8, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$15,007

Expenses

$14,366

Net Income

$641

Net Assets

$222,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,195	54.6%
Sales of Assets	$6,808	45.4%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,249	78.3%
Compensation of Officers*	$3,495	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$222,036
Total Liabilities	$0
Net Assets	$222,036

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,495	$0

990-PF

Filed on May 8, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$19,759

Expenses

$16,336

Net Income

$3,423

Net Assets

$221,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,602	33.4%
Sales of Assets	$13,152	66.6%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,806	78.4%
Compensation of Officers*	$3,794	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$221,397
Total Liabilities	$0
Net Assets	$221,397

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$3,794	$0

990-PF

Filed on May 8, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$21,434

Expenses

$15,442

Net Income

$5,992

Net Assets

$217,971

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,462	30.1%
Sales of Assets	$14,972	69.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,003	77.7%
Compensation of Officers*	$4,231	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	$217,971
Total Liabilities	$0
Net Assets	$217,971

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,231	$0

990-PF

Filed on May 9, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$8,599

Expenses

$16,011

Net Income

-$7,412

Net Assets

$211,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,065	70.5%
Sales of Assets	$2,534	29.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,719	79.4%
Compensation of Officers*	$3,864	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$211,978
Total Liabilities	$1
Net Assets	$211,977

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$3,864	$0

990-PF

Filed on May 8, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$9,661

Expenses

$15,375

Net Income

-$5,714

Net Assets

$219,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,962	72.1%
Sales of Assets	$2,699	27.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,077	78.5%
Compensation of Officers*	$3,882	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$219,390
Total Liabilities	$1
Net Assets	$219,389

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$3,882	$0

990-PF

Filed on May 8, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$10,083

Expenses

$15,953

Net Income

-$5,870

Net Assets

$225,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,361	63.1%
Sales of Assets	$3,722	36.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,371	77.5%
Compensation of Officers*	$3,991	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	$225,316
Total Liabilities	$0
Net Assets	$225,316

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,991	$0

990-PF

Filed on May 2, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$10,952

Expenses

$14,707

Net Income

-$3,755

Net Assets

$231,190

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,952	54.3%
Sales of Assets	$5,000	45.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,779	80.1%
Compensation of Officers*	$3,533	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	$231,190
Total Liabilities	$0
Net Assets	$231,190

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,533	$0

990-PF

Filed on April 21, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$6,977

Expenses

$11,440

Net Income

-$4,463

Net Assets

$234,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,628	80.7%
Sales of Assets	$1,349	19.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,706	76.1%
Compensation of Officers*	$3,195	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$234,948
Total Liabilities	$0
Net Assets	$234,948

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,195	$0

990-PF

Filed on May 4, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$13,338

Expenses

$31,972

Net Income

-$18,634

Net Assets

$239,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,444	48.3%
Sales of Assets	$4,323	32.4%
Other Income	$2,571	19.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,339	82.4%
Compensation of Officers*	$3,524	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$239,131
Total Liabilities	$0
Net Assets	$239,131

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,524	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$14,036

Expenses

$8,957

Net Income

$5,079

Net Assets

$257,921

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,362	52.5%
Sales of Assets	$6,674	47.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,231	47.2%
Compensation of Officers*	$3,715	41.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$257,921
Total Liabilities	$0
Net Assets	$257,921

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,715	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$34,716

Expenses

$16,251

Net Income

$18,465

Net Assets

$252,884

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,150	29.2%
Sales of Assets	$24,566	70.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,829	78.9%
Compensation of Officers*	$3,656	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$252,884
Total Liabilities	$0
Net Assets	$252,884

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$3,656	$0

990-PF

Filed on May 13, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$16,904

Expenses

$16,504

Net Income

$400

Net Assets

$234,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,019	47.4%
Sales of Assets	$7,832	46.3%
Other Income	$1,053	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,307	80.6%
Compensation of Officers*	$3,484	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$234,419
Total Liabilities	$1
Net Assets	$234,418

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$9,106

Expenses

$21,389

Net Income

-$12,283

Net Assets

$234,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,637	72.9%
Sales of Assets	$2,469	27.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,072	79.8%
Compensation of Officers*	$3,435	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	$234,019
Total Liabilities	$1
Net Assets	$234,018

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.

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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

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Updated September 25, 2025

Christian Marius Lauritzen Ii Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $14.7k (2024)

Expenses $13.9k (2024)

Total Assets $223k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$14.7k (2024)

Expenses

$13.9k (2024)

Total Assets

$223k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

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2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

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2001