Mary Lou Diether & Adelaide E Diether Charitable Trust

Milwaukee, WI
Tax-exempt since April 1977
EIN: 41-6208105

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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

$175k (2024)

Expenses

$124k (2024)

Total Assets

$2.06M (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

$175,265

Expenses

$123,813

Net Income

$51,452

Net Assets

$2,060,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,703	34.1%
Sales of Assets	$115,325	65.8%
Other Income	$237	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,348	75.4%
Compensation of Officers*	$35,691	28.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,060,881
Total Liabilities	$0
Net Assets	$2,060,881

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$35,691	$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

$28,894

Expenses

$139,656

Net Income

-$110,762

Net Assets

$2,010,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,480	> 100%
Sales of Assets	-$27,257
Other Income	$4,671	16.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,189	80.3%
Compensation of Officers*	$32,737	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	$2,010,054
Total Liabilities	$0
Net Assets	$2,010,054

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$32,737	$0

990-PF

Filed on May 5, 2024

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

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$39,657

Expenses

$172,112

Net Income

-$211,769

Net Assets

$2,120,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,444
Sales of Assets	-$84,231
Other Income	$130

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,773	77.7%
Compensation of Officers*	$34,951	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	$2,120,939
Total Liabilities	$0
Net Assets	$2,120,939

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$34,951	$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

$393,376

Expenses

$160,965

Net Income

$232,411

Net Assets

$2,332,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,964	11.4%
Sales of Assets	$347,151	88.2%
Other Income	$1,261	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,792	80.0%
Compensation of Officers*	$39,666	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,332,751
Total Liabilities	$0
Net Assets	$2,332,751

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$39,666	$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

$41,709

Expenses

$151,924

Net Income

-$110,215

Net Assets

$2,112,430

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,224	72.5%
Sales of Assets	$11,484	27.5%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$122,170	80.4%
Compensation of Officers*	$36,327	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,112,431
Total Liabilities	$1
Net Assets	$2,112,430

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$36,327	$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

$107,307

Expenses

$144,902

Net Income

-$37,595

Net Assets

$2,210,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,974	45.6%
Sales of Assets	$58,333	54.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,344	76.8%
Compensation of Officers*	$35,201	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,210,692
Total Liabilities	$1
Net Assets	$2,210,691

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$35,201	$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

$164,357

Expenses

$142,060

Net Income

$22,297

Net Assets

$2,248,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,023	24.4%
Sales of Assets	$124,334	75.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,825	78.7%
Compensation of Officers*	$36,485	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,248,275
Total Liabilities	$0
Net Assets	$2,248,275

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$36,485	$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

$55,111

Expenses

$142,798

Net Income

-$87,687

Net Assets

$2,225,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,044	92.6%
Sales of Assets	$3,147	5.7%
Other Income	$920	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$113,141	79.2%
Compensation of Officers*	$36,183	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	$2,225,977
Total Liabilities	$0
Net Assets	$2,225,977

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$36,183	$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

$13,515

Expenses

$138,638

Net Income

-$125,123

Net Assets

$2,313,687

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,526	> 100%
Sales of Assets	-$40,795
Other Income	$2,784	20.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,915	79.3%
Compensation of Officers*	$34,743	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	$2,313,687
Total Liabilities	$0
Net Assets	$2,313,687

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$34,743	$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

$157,360

Expenses

$162,341

Net Income

-$4,981

Net Assets

$2,439,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,485	32.7%
Sales of Assets	$70,261	44.6%
Other Income	$35,614	22.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,952	73.3%
Compensation of Officers*	$36,408	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,439,810
Total Liabilities	$0
Net Assets	$2,439,810

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$36,408	$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

$457,137

Expenses

$151,715

Net Income

$305,422

Net Assets

$2,444,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$62,154	13.6%
Sales of Assets	$394,973	86.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,924	77.1%
Compensation of Officers*	$37,908	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	$2,444,574
Total Liabilities	$151
Net Assets	$2,444,423

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$37,908	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$226,110

Expenses

$172,871

Net Income

$53,239

Net Assets

$2,138,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$72,939	32.3%
Sales of Assets	$150,472	66.5%
Other Income	$2,694	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,147	82.2%
Compensation of Officers*	$37,666	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,139,523
Total Liabilities	$531
Net Assets	$2,138,992

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$37,666	$0

990-PF

Filed on May 1, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$50,127

Expenses

$139,368

Net Income

-$89,241

Net Assets

$2,085,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$61,419	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,100	75.4%
Compensation of Officers*	$32,707	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,085,747
Total Liabilities	$1
Net Assets	$2,085,746

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$229,233

Expenses

$140,327

Net Income

$88,906

Net Assets

$2,174,989

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,772	27.4%
Sales of Assets	$166,461	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,275	82.1%
Compensation of Officers*	$30,108	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,174,990
Total Liabilities	$1
Net Assets	$2,174,989

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Mary Lou Diether & Adelaide E Diether Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $175k (2024)

Expenses $124k (2024)

Total Assets $2.06M (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

$175k (2024)

Expenses

$124k (2024)

Total Assets

$2.06M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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2022

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2020

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2018

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2017

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2016

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2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

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2011

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