Helen Kelly Tr

Milwaukee, WI
Tax-exempt since Aug. 2000
EIN: 39-6648565

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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 / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$40.6k (2024)

Expenses

$50.7k (2024)

Total Assets

$705k (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

$40,574

Expenses

$50,736

Net Income

-$10,162

Net Assets

$704,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,754	68.4%
Sales of Assets	$12,567	31.0%
Other Income	$253	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,289	75.5%
Compensation of Officers*	$13,407	26.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$704,826
Total Liabilities	$0
Net Assets	$704,826

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$13,407	$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

$25,550

Expenses

$51,152

Net Income

-$25,602

Net Assets

$714,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,730	96.8%
Sales of Assets	$802	3.1%
Other Income	$18	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,321	76.9%
Compensation of Officers*	$12,210	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$714,992
Total Liabilities	$0
Net Assets	$714,992

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$12,210	$0

990-PF

Filed on May 5, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$57,087

Expenses

$55,279

Net Income

$1,808

Net Assets

$740,604

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,728	34.6%
Sales of Assets	$37,347	65.4%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,228	74.6%
Compensation of Officers*	$13,282	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	$740,604
Total Liabilities	$0
Net Assets	$740,604

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$13,282	$0

990-PF

Filed on May 8, 2023

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

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$83,194

Expenses

$52,812

Net Income

$30,382

Net Assets

$738,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,682	22.5%
Sales of Assets	$64,512	77.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,986	73.8%
Compensation of Officers*	$14,863	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	$738,797
Total Liabilities	$0
Net Assets	$738,797

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$14,863	$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

$24,377

Expenses

$56,726

Net Income

-$32,349

Net Assets

$708,420

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,538	67.8%
Sales of Assets	$7,764	31.8%
Other Income	$75	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,803	79.0%
Compensation of Officers*	$12,966	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$708,421
Total Liabilities	$1
Net Assets	$708,420

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$12,966	$0

990-PF

Filed on May 12, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$22,120

Expenses

$56,541

Net Income

-$34,421

Net Assets

$740,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,987	94.9%
Sales of Assets	$1,133	5.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,539	78.8%
Compensation of Officers*	$12,773	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$740,792
Total Liabilities	$1
Net Assets	$740,791

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$12,773	$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

$40,108

Expenses

$54,744

Net Income

-$14,636

Net Assets

$775,306

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,639	51.5%
Sales of Assets	$19,469	48.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,905	76.5%
Compensation of Officers*	$12,791	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$775,306
Total Liabilities	$0
Net Assets	$775,306

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$12,791	$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

$33,336

Expenses

$51,691

Net Income

-$18,355

Net Assets

$789,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,904	59.7%
Sales of Assets	$13,428	40.3%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,909	77.2%
Compensation of Officers*	$12,588	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$789,939
Total Liabilities	$0
Net Assets	$789,939

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$12,588	$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

$13,110

Expenses

$53,387

Net Income

-$40,277

Net Assets

$808,313

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,940	> 100%
Sales of Assets	-$5,242
Other Income	$412	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,368	79.4%
Compensation of Officers*	$11,878	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$808,313
Total Liabilities	$0
Net Assets	$808,313

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$11,878	$0

990-PF

Filed on May 5, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$26,216

Expenses

$56,065

Net Income

-$29,849

Net Assets

$847,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,890	72.1%
Sales of Assets	$7,326	27.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,294	79.0%
Compensation of Officers*	$12,442	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$847,856
Total Liabilities	$0
Net Assets	$847,856

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$12,442	$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

$83,410

Expenses

$55,563

Net Income

$27,847

Net Assets

$877,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,481	22.2%
Sales of Assets	$62,746	75.2%
Other Income	$2,183	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,477	78.2%
Compensation of Officers*	$12,912	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	$877,659
Total Liabilities	$0
Net Assets	$877,659

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$12,912	$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

$72,995

Expenses

$57,830

Net Income

$15,165

Net Assets

$849,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,287	31.9%
Sales of Assets	$49,708	68.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,708	66.9%
Compensation of Officers*	$12,023	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	$849,812
Total Liabilities	$0
Net Assets	$849,812

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$12,023	$0

990-PF

Filed on May 8, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$235,618

Expenses

$54,413

Net Income

$181,205

Net Assets

$834,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,731	9.6%
Sales of Assets	$212,887	90.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,022	77.2%
Compensation of Officers*	$10,874	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	$834,647
Total Liabilities	$1
Net Assets	$834,646

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$74,089

Expenses

$51,607

Net Income

$22,482

Net Assets

$653,441

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,475	24.9%
Sales of Assets	$55,614	75.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,292	80.0%
Compensation of Officers*	$10,417	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$653,442
Total Liabilities	$1
Net Assets	$653,441

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 March 23, 2026

Helen Kelly Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $40.6k (2024)

Expenses $50.7k (2024)

Total Assets $705k (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

$40.6k (2024)

Expenses

$50.7k (2024)

Total Assets

$705k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
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.
2006

Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2001