Beny W Stephenson Trust 2931

Milwaukee, WI
Tax-exempt since Feb. 1952
EIN: 41-6015045

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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

$17.8k (2024)

Expenses

$29.9k (2024)

Total Assets

$414k (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

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

$17,761

Expenses

$29,870

Net Income

-$12,109

Net Assets

$414,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,261	80.3%
Sales of Assets	$3,472	19.5%
Other Income	$28	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,573	85.6%
Compensation of Officers*	$4,513	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$414,353
Total Liabilities	$0
Net Assets	$414,353

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,513	$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

$11,873

Expenses

$29,780

Net Income

-$17,907

Net Assets

$426,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,866	> 100%
Sales of Assets	-$1,433
Other Income	$440	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,766	86.5%
Compensation of Officers*	$4,160	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$426,702
Total Liabilities	$0
Net Assets	$426,702

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,160	$0

990-PF

Filed on May 5, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$19,569

Expenses

$32,233

Net Income

-$12,664

Net Assets

$444,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,406	58.3%
Sales of Assets	$8,148	41.6%
Other Income	$15	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,122	81.0%
Compensation of Officers*	$4,884	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	$444,865
Total Liabilities	$0
Net Assets	$444,865

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,884	$0

990-PF

Filed on May 8, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$64,349

Expenses

$29,075

Net Income

$35,274

Net Assets

$457,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,882	16.9%
Sales of Assets	$53,467	83.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,891	85.6%
Compensation of Officers*	$4,463	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$457,732
Total Liabilities	$0
Net Assets	$457,732

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,463	$0

990-PF

Filed on May 10, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$13,679

Expenses

$29,209

Net Income

-$15,530

Net Assets

$422,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,461	61.9%
Sales of Assets	$5,186	37.9%
Other Income	$32	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,994	85.6%
Compensation of Officers*	$4,515	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$422,478
Total Liabilities	$1
Net Assets	$422,477

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,515	$0

990-PF

Filed on May 8, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$17,210

Expenses

$29,386

Net Income

-$12,176

Net Assets

$438,004

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,852	68.9%
Sales of Assets	$4,387	25.5%
Other Income	$971	5.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,566	83.6%
Compensation of Officers*	$5,139	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$438,005
Total Liabilities	$1
Net Assets	$438,004

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$5,139	$0

990-PF

Filed on May 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$30,129

Expenses

$34,233

Net Income

-$4,104

Net Assets

$450,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,809	39.2%
Sales of Assets	$18,320	60.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,519	71.6%
Compensation of Officers*	$6,293	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$450,172
Total Liabilities	$0
Net Assets	$450,172

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$6,293	$0

990-PF

Filed on May 2, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$102,786

Expenses

$30,389

Net Income

$72,397

Net Assets

$454,278

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,104	10.8%
Sales of Assets	$91,682	89.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,648	81.1%
Compensation of Officers*	$6,122	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$454,278
Total Liabilities	$0
Net Assets	$454,278

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$6,122	$0

990-PF

Filed on April 28, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$13,658

Expenses

$30,291

Net Income

-$16,633

Net Assets

$381,896

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,911	87.2%
Sales of Assets	$1,367	10.0%
Other Income	$380	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,930	82.3%
Compensation of Officers*	$5,744	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$381,896
Total Liabilities	$0
Net Assets	$381,896

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Corp Trustee)	$5,744	$0

990-PF

Filed on May 5, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$16,170

Expenses

$31,816

Net Income

-$15,646

Net Assets

$398,517

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,107	68.7%
Sales of Assets	$5,063	31.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,668	77.5%
Compensation of Officers*	$6,049	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$398,517
Total Liabilities	$0
Net Assets	$398,517

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$6,049	$0

990-PF

Filed on May 12, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$35,872

Expenses

$29,690

Net Income

$6,182

Net Assets

$414,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$15,635	43.6%
Sales of Assets	$20,232	56.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,871	80.4%
Compensation of Officers*	$6,147	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$414,155
Total Liabilities	$0
Net Assets	$414,155

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$22,049

Expenses

$28,656

Net Income

-$6,607

Net Assets

$407,975

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$12,920	58.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,129	41.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,606	23.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$408,043
Total Liabilities	$68
Net Assets	$407,975

Revenue

$22,049

Expenses

$28,656

Net Income

-$6,607

Net Assets

$407,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,920	58.6%
Dividends	$0
Sales of Assets	$9,129	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,366	81.5%
Compensation of Officers*	$6,606	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$408,040
Total Liabilities	$67
Net Assets	$407,973

990

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

PDF

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$12,206

Expenses

$27,235

Net Income

-$15,029

Net Assets

$414,582

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$10,393	85.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,813	14.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,363	23.4%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$414,582
Total Liabilities	$0
Net Assets	$414,582

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$25,690

Expenses

$27,457

Net Income

-$1,767

Net Assets

$429,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$8,756	34.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$16,934	65.9%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$6,570	23.9%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$429,611
Total Liabilities	$0
Net Assets	$429,611

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 March 23, 2026

Beny W Stephenson Trust 2931

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $17.8k (2024)

Expenses $29.9k (2024)

Total Assets $414k (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

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Extracted Financial Data from Form 990-PF

Document Links

990

Revenue

$17.8k (2024)

Expenses

$29.9k (2024)

Total Assets

$414k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2005

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