The Hallet Charitable Trust

Milwaukee, WI
Tax-exempt since March 1978
EIN: 41-6211994

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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

$435k (2024)

Expenses

$569k (2024)

Total Assets

$8.08M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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 Nov.
2024

Revenue

$435,122

Expenses

$569,375

Net Income

-$134,253

Net Assets

$8,077,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$275,424	63.3%
Sales of Assets	$159,412	36.6%
Other Income	$286	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$485,515	85.3%
Compensation of Officers*	$107,826	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,077,948
Total Liabilities	$0
Net Assets	$8,077,948

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$57,826	$0
Desiree Parker (Co Trustee)	$12,500	$0
Kirk A Springsted (Co Trustee)	$12,500	$0
Margaret Poley (Co Trustee)	$12,500	$0
Paul Justin Schliesman (Co Trustee)	$12,500	$0

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990-PF

Filed on May 2, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2023

Revenue

$1,915,664

Expenses

$491,389

Net Income

$1,424,275

Net Assets

$8,210,940

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$210,466	11.0%
Sales of Assets	$1,679,662	87.7%
Other Income	$25,536	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$422,102	85.9%
Compensation of Officers*	$104,026	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	$8,210,940
Total Liabilities	$0
Net Assets	$8,210,940

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$54,026	$0
Desiree Parker (Co Trustee)	$12,500	$0
Kirk A Springsted (Co Trustee)	$12,500	$0
Margaret Poley (Co Trustee)	$12,500	$0
Paul Justin Schliesman (Co Trustee)	$12,500	$0

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990-PF

Filed on Oct. 10, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$395,711

Expenses

$519,457

Net Income

-$123,746

Net Assets

$6,787,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$209,463	52.9%
Sales of Assets	$185,676	46.9%
Other Income	$572	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$435,317	83.8%
Compensation of Officers*	$106,124	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	$6,787,322
Total Liabilities	$0
Net Assets	$6,787,322

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$56,124	$0
Desiree Parker (Co Trustee)	$12,500	$0
Kirk A Springsted (Co Trustee)	$12,500	$0
Margaret Poley (Co Trustee)	$12,500	$0
Paul Justin Schliesman (Co Trustee)	$12,500	$0

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990-PF

Filed on Oct. 13, 2023

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2021

Revenue

$630,266

Expenses

$509,787

Net Income

$120,479

Net Assets

$6,910,449

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$197,459	31.3%
Sales of Assets	$432,807	68.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$437,479	85.8%
Compensation of Officers*	$106,847	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	$6,910,449
Total Liabilities	$0
Net Assets	$6,910,449

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$59,080	$0
Desiree Parker (Co Trustee)	$12,500	$0
Kirk A Springsted (Co Trustee)	$12,500	$0
Margaret Poley (Co Trustee)	$12,500	$0
Paul Justin Schliesman (Co Trustee)	$9,375	$0
Paul D Schliesman (Cotrustee)	$892	$0

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990-PF

Filed on Oct. 13, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2020

Revenue

$303,437

Expenses

$681,238

Net Income

-$377,801

Net Assets

$6,789,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$216,730	71.4%
Sales of Assets	$85,630	28.2%
Other Income	$1,077	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$614,028	90.1%
Compensation of Officers*	$103,679	15.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,789,925
Total Liabilities	$1
Net Assets	$6,789,924

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$53,879	$0
Paul D Schliesman (Cotrustee)	$13,800	$0
Desiree Parker (Co Trustee)	$12,000	$0
Kirk A Springsted (Co Trustee)	$12,000	$0
Margaret Poley (Co Trustee)	$12,000	$0

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990-PF

Filed on Sept. 15, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$438,710

Expenses

$690,014

Net Income

-$251,304

Net Assets

$7,166,907

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$244,845	55.8%
Sales of Assets	$180,630	41.2%
Other Income	$13,235	3.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$612,950	88.8%
Compensation of Officers*	$93,053	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,166,908
Total Liabilities	$1
Net Assets	$7,166,907

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$55,253	$0
Paul D Schliesman (Cotrustee)	$13,800	$0
Desiree Parker (Co Trustee)	$12,000	$0
Kirk A Springsted (Co Trustee)	$12,000	$0

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990-PF

Filed on April 8, 2020

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

View Filing

Schedules ▼

PDF XML

PDF (2 of 2)

Fiscal Year Ending Nov.
2018

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

Fiscal Year Ending Nov.
2017

Revenue

$396,921

Expenses

$514,570

Net Income

-$117,649

Net Assets

$7,433,393

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$222,176	56.0%
Sales of Assets	$162,115	40.8%
Other Income	$12,630	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,983	86.3%
Compensation of Officers*	$105,563	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	$7,433,393
Total Liabilities	$0
Net Assets	$7,433,393

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$55,763	$0
Paul Schliesman (Co Trustee)	$13,800	$0
Tom Jensen (Co Trustee)	$12,000	$0
Kirk Springsted (Co Trustee)	$12,000	$0
Desiree Parker (Co Trustee)	$12,000	$0

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990-PF

Filed on April 9, 2018

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Nov.
2016

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

Fiscal Year Ending Nov.
2015

Revenue

$357,065

Expenses

$553,877

Net Income

-$196,812

Net Assets

$7,804,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$231,390	64.8%
Sales of Assets	$110,485	30.9%
Other Income	$15,189	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$478,080	86.3%
Compensation of Officers*	$106,901	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,804,745
Total Liabilities	$0
Net Assets	$7,804,745

990-PF

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

PDF

Fiscal Year Ending Nov.
2014

Revenue

$332,999

Expenses

$532,883

Net Income

-$199,884

Net Assets

$8,001,212

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$257,575	77.4%
Dividends	$0
Sales of Assets	$71,038	21.3%
Other Income	$4,386	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$435,800	81.8%
Compensation of Officers*	$108,354	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	$8,001,212
Total Liabilities	$0
Net Assets	$8,001,212

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$58,554	$0
Paul Schliesman (Co Trustee)	$13,800	$0
Tom Jensen (Co Trustee)	$12,000	$0
Kirk Springsted (Co Trustee)	$12,000	$0
Desiree Parker (Co Trustee)	$12,000	$0

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990-PF

Filed on April 7, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$631,983

Expenses

$516,030

Net Income

$115,953

Net Assets

$8,201,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$248,315	39.3%
Sales of Assets	$374,410	59.2%
Other Income	$9,251	1.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,431	85.9%
Compensation of Officers*	$105,986	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	$8,201,107
Total Liabilities	$1
Net Assets	$8,201,106

990-PF

Filed on March 12, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2012

Revenue

$300,657

Expenses

$531,091

Net Income

-$230,434

Net Assets

$8,085,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$258,731	86.1%
Sales of Assets	$0
Other Income	$48,567	16.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$451,025	84.9%
Compensation of Officers*	$108,244	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	$8,085,158
Total Liabilities	$1
Net Assets	$8,085,157

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$743,979

Expenses

$491,683

Net Income

$252,296

Net Assets

$8,315,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$261,800	35.2%
Sales of Assets	$479,325	64.4%
Other Income	$2,854	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$392,721	79.9%
Compensation of Officers*	$131,197	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,315,600
Total Liabilities	$1
Net Assets	$8,315,599

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

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Updated March 23, 2026

The Hallet Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $435k (2024)

Expenses $569k (2024)

Total Assets $8.08M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Nov. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$435k (2024)

Expenses

$569k (2024)

Total Assets

$8.08M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

Fiscal Year Ending Nov.
2022

Fiscal Year Ending Nov.
2021

Fiscal Year Ending Nov.
2020

Fiscal Year Ending Nov.
2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002

Fiscal Year Ending Nov.
2001