Anderson Trust Uw 35046760

Milwaukee, WI
Tax-exempt since Aug. 1939
EIN: 41-6015218

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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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$378k (2024)

Expenses

$257k (2024)

Total Assets

$2.72M (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

$378,380

Expenses

$256,877

Net Income

$121,503

Net Assets

$2,722,890

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$92,883	24.5%
Sales of Assets	$285,129	75.4%
Other Income	$368	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$195,803	76.2%
Compensation of Officers*	$54,387	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,722,890
Total Liabilities	$0
Net Assets	$2,722,890

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$54,387	$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

$387,381

Expenses

$230,646

Net Income

$156,735

Net Assets

$2,602,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,663	20.6%
Sales of Assets	$304,269	78.5%
Other Income	$3,449	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$183,675	79.6%
Compensation of Officers*	$50,514	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,602,805
Total Liabilities	$0
Net Assets	$2,602,805

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$50,514	$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

$25,764

Expenses

$224,890

Net Income

-$199,126

Net Assets

$2,446,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,091	> 100%
Sales of Assets	-$41,482
Other Income	$155	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,536	76.3%
Compensation of Officers*	$52,659	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	$2,446,292
Total Liabilities	$0
Net Assets	$2,446,292

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$52,659	$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

$328,489

Expenses

$242,402

Net Income

$86,087

Net Assets

$2,645,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,094	21.3%
Sales of Assets	$258,382	78.7%
Other Income	$13	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,127	77.2%
Compensation of Officers*	$57,233	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,645,536
Total Liabilities	$0
Net Assets	$2,645,536

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$57,233	$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

$219,708

Expenses

$162,144

Net Income

$57,564

Net Assets

$2,559,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,425	21.1%
Sales of Assets	$173,283	78.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$120,281	74.2%
Compensation of Officers*	$45,611	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	$2,559,449
Total Liabilities	$1
Net Assets	$2,559,448

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$45,611	$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

$209,566

Expenses

$180,841

Net Income

$28,725

Net Assets

$1,908,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,923	28.6%
Sales of Assets	$149,643	71.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,765	78.9%
Compensation of Officers*	$38,462	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,908,871
Total Liabilities	$1
Net Assets	$1,908,870

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$38,462	$0

990-PF

Filed on May 8, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$182,033

Expenses

$145,097

Net Income

$36,936

Net Assets

$1,880,132

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$52,384	28.8%
Sales of Assets	$129,649	71.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,004	74.4%
Compensation of Officers*	$36,661	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,880,132
Total Liabilities	$0
Net Assets	$1,880,132

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Corp Trustee)	$36,661	$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

$339,705

Expenses

$211,403

Net Income

$128,302

Net Assets

$1,843,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,597	22.3%
Sales of Assets	$264,108	77.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,144	82.4%
Compensation of Officers*	$36,648	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,843,893
Total Liabilities	$0
Net Assets	$1,843,893

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Corp Trustee)	$36,648	$0

990-PF

Filed on April 28, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$155,857

Expenses

$171,398

Net Income

-$15,541

Net Assets

$1,715,632

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,993	41.1%
Sales of Assets	$89,375	57.3%
Other Income	$2,489	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$138,904	81.0%
Compensation of Officers*	$35,020	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,715,632
Total Liabilities	$0
Net Assets	$1,715,632

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$35,020	$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

$82,466

Expenses

$78,865

Net Income

$3,601

Net Assets

$1,731,149

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,682	> 100%
Sales of Assets	-$216
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,136	50.9%
Compensation of Officers*	$35,828	45.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,731,149
Total Liabilities	$0
Net Assets	$1,731,149

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$35,828	$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

$254,716

Expenses

$171,420

Net Income

$83,296

Net Assets

$1,728,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$81,412	32.0%
Sales of Assets	$172,718	67.8%
Other Income	$581	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$132,605	77.4%
Compensation of Officers*	$36,072	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,728,146
Total Liabilities	$0
Net Assets	$1,728,146

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$36,072	$0

990-PF

Filed on May 12, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$194,921

Expenses

$203,362

Net Income

-$8,441

Net Assets

$1,644,850

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$81,058	41.6%
Sales of Assets	$113,860	58.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,003	84.6%
Compensation of Officers*	$36,328	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,644,850
Total Liabilities	$0
Net Assets	$1,644,850

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$36,328	$0

990-PF

Filed on May 1, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$121,148

Expenses

$204,275

Net Income

-$83,127

Net Assets

$1,653,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,230	62.9%
Sales of Assets	$44,918	37.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,702	84.1%
Compensation of Officers*	$34,819	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,653,291
Total Liabilities	$1
Net Assets	$1,653,290

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$172,625

Expenses

$202,028

Net Income

-$29,403

Net Assets

$1,736,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,020	39.4%
Sales of Assets	$104,605	60.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,500	84.9%
Compensation of Officers*	$33,811	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,736,419
Total Liabilities	$1
Net Assets	$1,736,418

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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Updated January 26, 2026

Anderson Trust Uw 35046760

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $378k (2024)

Expenses $257k (2024)

Total Assets $2.72M (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

$378k (2024)

Expenses

$257k (2024)

Total Assets

$2.72M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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