Kate L Dunwoody Trust 775

Milwaukee, WI
Tax-exempt since Feb. 1938
EIN: 41-6014903

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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

$385k (2024)

Expenses

$517k (2024)

Total Assets

$7.89M (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

$384,901

Expenses

$516,556

Net Income

-$131,655

Net Assets

$7,889,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$293,953	76.4%
Sales of Assets	$90,709	23.6%
Other Income	$239	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$449,788	87.1%
Compensation of Officers*	$59,686	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,889,886
Total Liabilities	$0
Net Assets	$7,889,886

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$59,686	$0

990-PF

Filed on May 9, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$274,645

Expenses

$520,782

Net Income

-$246,137

Net Assets

$8,018,598

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$264,839	96.4%
Sales of Assets	$2,500	0.9%
Other Income	$7,306	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$461,763	88.7%
Compensation of Officers*	$55,149	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,018,598
Total Liabilities	$0
Net Assets	$8,018,598

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$55,149	$0

990-PF

Filed on May 5, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$10,015

Expenses

$542,630

Net Income

-$532,615

Net Assets

$8,269,415

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$191,720	> 100%
Sales of Assets	-$182,730
Other Income	$1,025	10.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$467,307	86.1%
Compensation of Officers*	$60,608	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,269,415
Total Liabilities	$0
Net Assets	$8,269,415

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$60,608	$0

990-PF

Filed on May 8, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$771,645

Expenses

$549,121

Net Income

$222,524

Net Assets

$8,802,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$156,168	20.2%
Sales of Assets	$611,959	79.3%
Other Income	$3,518	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$475,963	86.7%
Compensation of Officers*	$69,320	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,802,109
Total Liabilities	$0
Net Assets	$8,802,109

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$69,320	$0

990-PF

Filed on May 10, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$508,836

Expenses

$514,372

Net Income

-$5,536

Net Assets

$8,589,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$225,105	44.2%
Sales of Assets	$283,659	55.7%
Other Income	$72	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$429,503	83.5%
Compensation of Officers*	$60,499	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,589,647
Total Liabilities	$1
Net Assets	$8,589,646

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$60,499	$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

$730,436

Expenses

$521,584

Net Income

$208,852

Net Assets

$8,597,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$257,113	35.2%
Sales of Assets	$473,323	64.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$455,016	87.2%
Compensation of Officers*	$63,087	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,597,670
Total Liabilities	$1
Net Assets	$8,597,669

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$63,087	$0

990-PF

Filed on July 7, 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

$480,102

Expenses

$542,399

Net Income

-$62,297

Net Assets

$8,391,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$262,334	54.6%
Sales of Assets	$217,768	45.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$472,922	87.2%
Compensation of Officers*	$68,819	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,391,079
Total Liabilities	$0
Net Assets	$8,391,079

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$68,819	$0

990-PF

Filed on May 7, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$376,019

Expenses

$557,809

Net Income

-$181,790

Net Assets

$8,454,467

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$251,214	66.8%
Sales of Assets	$124,805	33.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$490,724	88.0%
Compensation of Officers*	$68,208	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,454,467
Total Liabilities	$0
Net Assets	$8,454,467

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$68,208	$0

990-PF

Filed on Oct. 26, 2018

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

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XML

Fiscal Year Ending Dec.
2016

Revenue

$383,229

Expenses

$569,851

Net Income

-$186,622

Net Assets

$8,635,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,665	32.3%
Sales of Assets	$255,705	66.7%
Other Income	$3,859	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$502,431	88.2%
Compensation of Officers*	$67,573	11.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,635,246
Total Liabilities	$0
Net Assets	$8,635,246

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$67,573	$0

990-PF

Filed on May 5, 2017

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

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$539,983

Expenses

$579,802

Net Income

-$39,819

Net Assets

$8,821,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$211,245	39.1%
Sales of Assets	$328,738	60.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$495,374	85.4%
Compensation of Officers*	$76,076	13.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,821,161
Total Liabilities	$0
Net Assets	$8,821,161

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$76,076	$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

$616,720

Expenses

$553,107

Net Income

$63,613

Net Assets

$8,866,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$56	0.0%
Dividends	$217,875	35.3%
Sales of Assets	$398,789	64.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$461,994	83.5%
Compensation of Officers*	$75,189	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,866,226
Total Liabilities	$0
Net Assets	$8,866,226

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$75,189	$0

990-PF

Filed on May 5, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$614,277

Expenses

$534,089

Net Income

$80,188

Net Assets

$8,802,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.0%
Dividends	$245,767	40.0%
Sales of Assets	$363,919	59.2%
Other Income	$4,568	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$458,809	85.9%
Compensation of Officers*	$64,084	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,805,940
Total Liabilities	$3,320
Net Assets	$8,802,620

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Assoc (Corp Trustee)	$64,084	$0

990-PF

Filed on May 7, 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

$342,427

Expenses

$525,876

Net Income

-$183,449

Net Assets

$8,722,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$266,703	77.9%
Sales of Assets	$75,724	22.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$452,911	86.1%
Compensation of Officers*	$61,108	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,724,309
Total Liabilities	$1,869
Net Assets	$8,722,440

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$1,099,281

Expenses

$505,906

Net Income

$593,375

Net Assets

$8,905,880

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$350,415	31.9%
Sales of Assets	$748,831	68.1%
Other Income	$35	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$455,258	90.0%
Compensation of Officers*	$40,685	8.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,906,297
Total Liabilities	$417
Net Assets	$8,905,880

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

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.

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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

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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Updated March 23, 2026

Kate L Dunwoody Trust 775

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $385k (2024)

Expenses $517k (2024)

Total Assets $7.89M (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

$385k (2024)

Expenses

$517k (2024)

Total Assets

$7.89M (2024)

Total Liabilities

$0 (2024)

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2024

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