Lillian Marvin Trust

Milwaukee, WI
Tax-exempt since March 2002
EIN: 41-6249065

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$13.3k (2024)

Expenses

$34.5k (2024)

Total Assets

$480k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2012 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 June
2024

Revenue

$13,327

Expenses

$34,482

Net Income

-$21,155

Net Assets

$480,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,592	> 100%
Sales of Assets	-$6,280
Other Income	$15	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,745	80.5%
Compensation of Officers*	$7,198	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	$480,099
Total Liabilities	$0
Net Assets	$480,099

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,198	$0

990-PF

Filed on Oct. 29, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$10,068

Expenses

$33,565

Net Income

-$23,497

Net Assets

$501,255

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,120	> 100%
Sales of Assets	-$8,833
Other Income	$781	7.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,577	79.2%
Compensation of Officers*	$7,756	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	$501,255
Total Liabilities	$0
Net Assets	$501,255

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,756	$0

990-PF

Filed on Nov. 7, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$11,525

Expenses

$36,316

Net Income

-$24,791

Net Assets

$524,747

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,755	> 100%
Sales of Assets	-$3,236
Other Income	$6	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,577	70.4%
Compensation of Officers*	$10,000	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$524,747
Total Liabilities	$0
Net Assets	$524,747

Compensation

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

990-PF

Filed on Nov. 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$75,775

Expenses

$38,777

Net Income

$36,998

Net Assets

$549,535

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,966	18.4%
Sales of Assets	$61,809	81.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,595	76.3%
Compensation of Officers*	$10,000	25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$549,536
Total Liabilities	$1
Net Assets	$549,535

Compensation

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

990-PF

Filed on Nov. 1, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2020

Revenue

$21,551

Expenses

$43,741

Net Income

-$22,190

Net Assets

$512,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,552	76.8%
Sales of Assets	$4,999	23.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,613	79.1%
Compensation of Officers*	$10,000	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$512,538
Total Liabilities	$1
Net Assets	$512,537

Compensation

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

990-PF

Filed on Nov. 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$17,014

Expenses

$41,708

Net Income

-$24,694

Net Assets

$535,063

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,320	> 100%
Sales of Assets	-$306
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,613	78.2%
Compensation of Officers*	$10,000	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$535,063
Total Liabilities	$0
Net Assets	$535,063

Compensation

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

990-PF

Filed on Oct. 18, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$9,974

Expenses

$41,812

Net Income

-$31,838

Net Assets

$560,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,805	> 100%
Sales of Assets	-$4,831
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,613	78.0%
Compensation of Officers*	$10,001	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	$560,143
Total Liabilities	$0
Net Assets	$560,143

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$10,001	$0

990-PF

Filed on Oct. 15, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2017

Revenue

$19,177

Expenses

$42,781

Net Income

-$23,604

Net Assets

$592,035

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,979	72.9%
Sales of Assets	$4,894	25.5%
Other Income	$304	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,627	78.6%
Compensation of Officers*	$10,144	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	$592,035
Total Liabilities	$0
Net Assets	$592,035

Compensation

Key Employees and Officers	Compensation	Other
Us Bannk (Corp Trustee)	$10,144	$0

990-PF

Filed on Nov. 3, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$15,330

Expenses

$43,378

Net Income

-$28,048

Net Assets

$616,281

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,766	96.3%
Sales of Assets	$564	3.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,633	77.5%
Compensation of Officers*	$10,203	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	$616,281
Total Liabilities	$0
Net Assets	$616,281

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$10,203	$0

990-PF

Filed on Oct. 29, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$31,401

Expenses

$39,140

Net Income

-$7,739

Net Assets

$644,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$15,572	49.6%
Sales of Assets	$15,570	49.6%
Other Income	$258	0.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,204	74.6%
Compensation of Officers*	$10,953	28.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$644,370
Total Liabilities	$14
Net Assets	$644,356

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$10,953	$0

990-PF

Filed on Oct. 8, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$47,698

Expenses

$44,863

Net Income

$2,835

Net Assets

$652,095

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$15,330	32.1%
Sales of Assets	$32,367	67.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,609	74.9%
Compensation of Officers*	$12,169	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	$652,095
Total Liabilities	$0
Net Assets	$652,095

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$12,169	$0

990-PF

Filed on Oct. 7, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2013

Revenue

$60,830

Expenses

$43,383

Net Income

$17,447

Net Assets

$649,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,997	34.5%
Sales of Assets	$39,833	65.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,275	76.7%
Compensation of Officers*	$12,412	28.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$649,261
Total Liabilities	$1
Net Assets	$649,260

990-PF

Filed on Nov. 14, 2013

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$41,433

Expenses

$43,977

Net Income

-$2,544

Net Assets

$631,813

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,389	54.0%
Sales of Assets	$19,044	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,583	78.6%
Compensation of Officers*	$11,652	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	$631,814
Total Liabilities	$1
Net Assets	$631,813

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 September 25, 2025

Lillian Marvin Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $13.3k (2024)

Expenses $34.5k (2024)

Total Assets $480k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$13.3k (2024)

Expenses

$34.5k (2024)

Total Assets

$480k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002