Francis H Fitzgerald Trust U/A

Milwaukee, WI
Tax-exempt since Dec. 1966
EIN: 41-6053922

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

$88,379

Expenses

$101,256

Net Income

-$12,877

Net Assets

$1,017,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,165	61.3%
Sales of Assets	$34,175	38.7%
Other Income	$39	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,656	76.7%
Compensation of Officers*	$24,706	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,017,474
Total Liabilities	$0
Net Assets	$1,017,474

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$24,706	$0

990-PF

Filed on May 13, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$60,735

Expenses

$95,179

Net Income

-$34,444

Net Assets

$1,030,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,441	84.7%
Sales of Assets	$9,011	14.8%
Other Income	$283	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,857	77.6%
Compensation of Officers*	$22,594	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,030,355
Total Liabilities	$0
Net Assets	$1,030,355

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$22,594	$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

$45,222

Expenses

$114,810

Net Income

-$69,588

Net Assets

$1,065,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,614	94.2%
Sales of Assets	$2,566	5.7%
Other Income	$42	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,420	79.6%
Compensation of Officers*	$23,192	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	$1,065,157
Total Liabilities	$0
Net Assets	$1,065,157

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$23,192	$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

$108,060

Expenses

$96,424

Net Income

$11,636

Net Assets

$1,135,329

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,535	41.2%
Sales of Assets	$63,524	58.8%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,882	76.6%
Compensation of Officers*	$24,312	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	$1,135,329
Total Liabilities	$0
Net Assets	$1,135,329

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$24,312	$0

990-PF

Filed on May 11, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$50,873

Expenses

$93,276

Net Income

-$42,403

Net Assets

$1,123,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,771	76.2%
Sales of Assets	$12,092	23.8%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,249	76.4%
Compensation of Officers*	$21,566	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	$1,123,697
Total Liabilities	$1
Net Assets	$1,123,696

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$21,566	$0

990-PF

Filed on May 12, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$60,746

Expenses

$88,857

Net Income

-$28,111

Net Assets

$1,167,043

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,102	74.2%
Sales of Assets	$15,644	25.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,320	75.8%
Compensation of Officers*	$22,086	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	$1,167,044
Total Liabilities	$1
Net Assets	$1,167,043

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$22,086	$0

990-PF

Filed on July 7, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$78,990

Expenses

$90,111

Net Income

-$11,121

Net Assets

$1,209,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,707	52.8%
Sales of Assets	$37,283	47.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,044	74.4%
Compensation of Officers*	$22,659	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,209,404
Total Liabilities	$0
Net Assets	$1,209,404

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$22,659	$0

990-PF

Filed on May 7, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$65,498

Expenses

$72,711

Net Income

-$7,213

Net Assets

$1,207,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,448	54.1%
Sales of Assets	$30,050	45.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,776	71.2%
Compensation of Officers*	$21,906	30.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,207,139
Total Liabilities	$0
Net Assets	$1,207,139

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$21,906	$0

990-PF

Filed on Nov. 5, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$32,093

Expenses

$23,453

Net Income

$8,640

Net Assets

$1,213,340

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,107	> 100%
Sales of Assets	-$3,203
Other Income	$189	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,249	9.6%
Compensation of Officers*	$22,237	94.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,213,340
Total Liabilities	$0
Net Assets	$1,213,340

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$22,237	$0

990-PF

Filed on May 9, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$71,194

Expenses

$115,687

Net Income

-$44,493

Net Assets

$1,207,493

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,731	47.4%
Sales of Assets	$36,369	51.1%
Other Income	$1,094	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,382	80.7%
Compensation of Officers*	$23,574	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	$1,207,493
Total Liabilities	$0
Net Assets	$1,207,493

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$23,574	$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

Fiscal Year Ending Dec.
2014

Revenue

$80,011

Expenses

$122,606

Net Income

-$42,595

Net Assets

$1,252,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$40,467	50.6%
Sales of Assets	$39,537	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,478	76.2%
Compensation of Officers*	$24,532	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,253,163
Total Liabilities	$516
Net Assets	$1,252,647

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$24,532	$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

$356,356

Expenses

$117,446

Net Income

$238,910

Net Assets

$1,295,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$36,843	10.3%
Sales of Assets	$319,512	89.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,631	81.4%
Compensation of Officers*	$23,623	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	$1,295,814
Total Liabilities	$572
Net Assets	$1,295,242

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$23,623	$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

$70,842

Expenses

$101,374

Net Income

-$30,532

Net Assets

$1,056,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,517	54.4%
Sales of Assets	$32,325	45.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,474	83.3%
Compensation of Officers*	$20,619	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,056,273
Total Liabilities	$1
Net Assets	$1,056,272

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$25,747

Expenses

$99,144

Net Income

-$73,397

Net Assets

$1,086,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,286	> 100%
Sales of Assets	$0
Other Income	$52	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,917	84.6%
Compensation of Officers*	$17,937	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,086,813
Total Liabilities	$1
Net Assets	$1,086,812

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.

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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

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Updated April 20, 2026

Francis H Fitzgerald Trust U/A

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

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.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001