Walter And Anna Soneson Scholarship Fund Trust

Milwaukee, WI
Tax-exempt since Aug. 1963
EIN: 41-6018233

Receive an email when new data is available for this organization.

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

$45.8k (2024)

Expenses

$61.9k (2024)

Total Assets

$534k (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

$45,799

Expenses

$61,926

Net Income

-$16,127

Net Assets

$533,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,250	50.8%
Sales of Assets	$22,533	49.2%
Other Income	$16	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,360	82.9%
Compensation of Officers*	$10,800	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$533,627
Total Liabilities	$0
Net Assets	$533,627

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$10,800	$0

990-PF

Filed on May 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$29,016

Expenses

$50,412

Net Income

-$21,396

Net Assets

$549,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,185	73.0%
Sales of Assets	$7,632	26.3%
Other Income	$199	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,680	80.7%
Compensation of Officers*	$10,199	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	$549,757
Total Liabilities	$0
Net Assets	$549,757

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,199	$0

990-PF

Filed on May 5, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$23,546

Expenses

$54,034

Net Income

-$30,488

Net Assets

$571,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,268	73.3%
Sales of Assets	$6,254	26.6%
Other Income	$24	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,114	79.8%
Compensation of Officers*	$11,088	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$571,169
Total Liabilities	$0
Net Assets	$571,169

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$11,088	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$50,985

Expenses

$60,474

Net Income

-$9,489

Net Assets

$601,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,309	35.9%
Sales of Assets	$32,666	64.1%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,782	80.7%
Compensation of Officers*	$12,334	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	$601,656
Total Liabilities	$0
Net Assets	$601,656

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$12,334	$0

990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$32,929

Expenses

$59,679

Net Income

-$26,750

Net Assets

$611,148

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,201	52.2%
Sales of Assets	$15,713	47.7%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,362	82.7%
Compensation of Officers*	$11,061	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$611,149
Total Liabilities	$1
Net Assets	$611,148

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$11,061	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$29,389

Expenses

$51,035

Net Income

-$21,646

Net Assets

$637,912

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,505	63.0%
Sales of Assets	$10,639	36.2%
Other Income	$245	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,699	79.7%
Compensation of Officers*	$11,208	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$637,913
Total Liabilities	$1
Net Assets	$637,912

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$11,208	$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

$40,047

Expenses

$45,169

Net Income

-$5,122

Net Assets

$659,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,298	40.7%
Sales of Assets	$23,630	59.0%
Other Income	$119	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,994	73.0%
Compensation of Officers*	$11,375	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	$659,562
Total Liabilities	$0
Net Assets	$659,562

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$11,375	$0

990-PF

Filed on May 2, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$52,595

Expenses

$37,483

Net Income

$15,112

Net Assets

$664,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,217	28.9%
Sales of Assets	$36,825	70.0%
Other Income	$553	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,192	72.5%
Compensation of Officers*	$11,081	29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$664,686
Total Liabilities	$0
Net Assets	$664,686

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$11,081	$0

990-PF

Filed on April 28, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$3,182

Expenses

$27,070

Net Income

-$23,888

Net Assets

$649,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,528	> 100%
Sales of Assets	-$9,396
Other Income	$50	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,670	65.3%
Compensation of Officers*	$10,300	38.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$649,608
Total Liabilities	$0
Net Assets	$649,608

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$10,300	$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

$43,106

Expenses

$22,164

Net Income

$20,942

Net Assets

$673,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$505	1.2%
Dividends	$13,694	31.8%
Sales of Assets	$28,907	67.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,141	50.3%
Compensation of Officers*	$9,542	43.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$673,500
Total Liabilities	$0
Net Assets	$673,500

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$9,542	$0

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$149,021

Expenses

$62,547

Net Income

$86,474

Net Assets

$652,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$18,048	12.1%
Sales of Assets	$130,969	87.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,445	83.8%
Compensation of Officers*	$9,382	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$652,503
Total Liabilities	$0
Net Assets	$652,503

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$9,382	$0

990-PF

Filed on May 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$60,320

Expenses

$43,981

Net Income

$16,339

Net Assets

$566,024

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$17,952	29.8%
Sales of Assets	$42,367	70.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,673	81.1%
Compensation of Officers*	$10,100	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$566,244
Total Liabilities	$220
Net Assets	$566,024

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$10,100	$0

990-PF

Filed on May 1, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$25,239

Expenses

$42,887

Net Income

-$17,648

Net Assets

$549,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,173	76.0%
Sales of Assets	$6,066	24.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,107	81.9%
Compensation of Officers*	$9,267	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$549,688
Total Liabilities	$1
Net Assets	$549,687

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$30,763

Expenses

$41,320

Net Income

-$10,557

Net Assets

$567,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,042	55.4%
Sales of Assets	$13,652	44.4%
Other Income	$69	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,575	81.3%
Compensation of Officers*	$8,685	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	$567,338
Total Liabilities	$1
Net Assets	$567,337

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation'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.

Which Organizations Are Here?

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 »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated March 23, 2026

Walter And Anna Soneson Scholarship Fund Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $45.8k (2024)

Expenses $61.9k (2024)

Total Assets $534k (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

$45.8k (2024)

Expenses

$61.9k (2024)

Total Assets

$534k (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

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001