Wells Memorial Fund 5209

Milwaukee, WI
Tax-exempt since July 1938
EIN: 41-6015318

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.

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

$18,639

Expenses

$38,156

Net Income

-$19,517

Net Assets

$506,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,886	90.6%
Sales of Assets	$1,739	9.3%
Other Income	$14	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,722	75.3%
Compensation of Officers*	$10,000	26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$506,345
Total Liabilities	$0
Net Assets	$506,345

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$10,000	$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

$16,497

Expenses

$39,943

Net Income

-$23,446

Net Assets

$525,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,172	92.0%
Sales of Assets	-$816
Other Income	$2,141	13.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,484	76.3%
Compensation of Officers*	$10,000	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	$525,863
Total Liabilities	$0
Net Assets	$525,863

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,000	$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

$7,820

Expenses

$47,904

Net Income

-$40,084

Net Assets

$549,311

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,009	> 100%
Sales of Assets	-$4,201
Other Income	$12	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,240	71.5%
Compensation of Officers*	$10,006	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$549,311
Total Liabilities	$0
Net Assets	$549,311

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,006	$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

$168,075

Expenses

$39,357

Net Income

$128,718

Net Assets

$589,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,343	7.3%
Sales of Assets	$155,718	92.6%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,663	75.4%
Compensation of Officers*	$10,572	26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$589,402
Total Liabilities	$0
Net Assets	$589,402

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,572	$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

$10,531

Expenses

$39,055

Net Income

-$28,524

Net Assets

$460,688

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,121	96.1%
Sales of Assets	$410	3.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,870	76.5%
Compensation of Officers*	$10,000	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$460,689
Total Liabilities	$1
Net Assets	$460,688

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,000	$0

990-PF

Filed on May 8, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$14,604

Expenses

$40,189

Net Income

-$25,585

Net Assets

$489,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,622	93.3%
Sales of Assets	$886	6.1%
Other Income	$96	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,914	76.9%
Compensation of Officers*	$10,000	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$489,226
Total Liabilities	$1
Net Assets	$489,225

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,000	$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

$14,765

Expenses

$39,806

Net Income

-$25,041

Net Assets

$514,894

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,292	90.0%
Sales of Assets	$1,425	9.7%
Other Income	$48	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,313	76.2%
Compensation of Officers*	$10,021	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	$514,894
Total Liabilities	$0
Net Assets	$514,894

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Corp Trustee)	$10,021	$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

$30,141

Expenses

$37,869

Net Income

-$7,728

Net Assets

$539,979

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,668	52.0%
Sales of Assets	$14,473	48.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,647	73.0%
Compensation of Officers*	$10,000	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	$539,979
Total Liabilities	$0
Net Assets	$539,979

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Corp Trustee)	$10,000	$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

$33,611

Expenses

$36,958

Net Income

-$3,347

Net Assets

$548,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,677	43.7%
Sales of Assets	$18,138	54.0%
Other Income	$796	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,647	74.8%
Compensation of Officers*	$10,000	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$548,656
Total Liabilities	$0
Net Assets	$548,656

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$10,000	$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

$14,082

Expenses

$37,842

Net Income

-$23,760

Net Assets

$552,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,272	87.1%
Sales of Assets	$1,810	12.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,098	71.6%
Compensation of Officers*	$10,016	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$552,035
Total Liabilities	$0
Net Assets	$552,035

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$10,016	$0

990-PF

Filed on May 12, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$58,613

Expenses

$36,761

Net Income

$21,852

Net Assets

$575,826

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$16,110	27.5%
Sales of Assets	$41,981	71.6%
Other Income	$520	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,122	73.8%
Compensation of Officers*	$10,262	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	$575,826
Total Liabilities	$0
Net Assets	$575,826

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$10,262	$0

990-PF

Filed on May 6, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$34,406

Expenses

$38,110

Net Income

-$3,704

Net Assets

$553,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,568	36.5%
Sales of Assets	$21,838	63.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,191	68.7%
Compensation of Officers*	$11,563	30.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$554,594
Total Liabilities	$634
Net Assets	$553,960

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$85,409

Expenses

$37,348

Net Income

$48,061

Net Assets

$557,655

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,865	16.2%
Sales of Assets	$71,544	83.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,881	74.7%
Compensation of Officers*	$11,500	30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$557,655
Total Liabilities	$0
Net Assets	$557,655

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$42,791

Expenses

$69,425

Net Income

-$26,634

Net Assets

$509,603

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,852	25.4%
Sales of Assets	$31,939	74.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,384	87.0%
Compensation of Officers*	$10,941	15.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$509,603
Total Liabilities	$0
Net Assets	$509,603

990

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

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Wells Memorial Fund 5209

Organization summary

Type of Nonprofit

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

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

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

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2007

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2005

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Fiscal Year Ending Dec.
2001