E W Hallett Charitable Trust U A

Milwaukee, WI
Tax-exempt since Aug. 1985
EIN: 41-6261160

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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

$690k (2024)

Expenses

$754k (2024)

Total Assets

$12.3M (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

$690,131

Expenses

$754,152

Net Income

-$64,021

Net Assets

$12,276,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$423,563	61.4%
Sales of Assets	$266,230	38.6%
Other Income	$338	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$627,351	83.2%
Compensation of Officers*	$140,033	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,276,944
Total Liabilities	$0
Net Assets	$12,276,944

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Corporate Trustee)	$90,033	$0
Kirk Springsted (Co Trustee)	$12,500	$0
Desiree Parker (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

$2,763,750

Expenses

$824,971

Net Income

$1,938,779

Net Assets

$12,339,978

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$327,803	11.9%
Sales of Assets	$2,435,312	88.1%
Other Income	$635	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$719,513	87.2%
Compensation of Officers*	$133,860	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,339,978
Total Liabilities	$0
Net Assets	$12,339,978

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Corporate Trustee)	$83,860	$0
Kirk Springsted (Co Trustee)	$12,500	$0
Desiree Parker (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

$717,226

Expenses

$855,917

Net Income

-$138,691

Net Assets

$10,386,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$324,173	45.2%
Sales of Assets	$392,574	54.7%
Other Income	$479	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$733,095	85.7%
Compensation of Officers*	$136,967	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,386,345
Total Liabilities	$0
Net Assets	$10,386,345

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Corporate Trustee)	$86,967	$0
Kirk Springsted (Co Trustee)	$12,500	$0
Desiree Parker (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 ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$806,387

Expenses

$822,328

Net Income

-$15,941

Net Assets

$10,524,417

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$313,077	38.8%
Sales of Assets	$489,758	60.7%
Other Income	$3,552	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$712,988	86.7%
Compensation of Officers*	$139,967	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,524,417
Total Liabilities	$0
Net Assets	$10,524,417

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Corporate Trustee)	$92,200	$0
Kirk Springsted (Co Trustee)	$12,500	$0
Desiree Parker (Co Trustee)	$12,500	$0
Margaret Poley (Co Trustee)	$12,500	$0
Paul Justin Schliesman (Co Trustee)	$9,375	$0
Paul D Schliesman (Co Trustee)	$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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2020

Revenue

$407,523

Expenses

$798,822

Net Income

-$391,299

Net Assets

$10,540,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$331,001	81.2%
Sales of Assets	$64,798	15.9%
Other Income	$11,724	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$699,874	87.6%
Compensation of Officers*	$131,754	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,540,260
Total Liabilities	$1
Net Assets	$10,540,259

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$81,954	$0
Paul Schliesman (Co Trustee)	$13,800	$0
Kirk Springsted (Co Trustee)	$12,000	$0
Desiree Parker (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

$793,293

Expenses

$879,749

Net Income

-$86,456

Net Assets

$10,930,407

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,335	3.4%
Interest Revenue	$0
Dividends	$365,744	46.1%
Sales of Assets	$332,969	42.0%
Other Income	$67,245	8.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$749,404	85.2%
Compensation of Officers*	$120,573	13.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,930,408
Total Liabilities	$1
Net Assets	$10,930,407

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$82,773	$0
Paul Schliesman (Co Trustee)	$13,800	$0
Kirk Springsted (Co Trustee)	$12,000	$0
Desiree Parker (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

990-T

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

PDF

Fiscal Year Ending Nov.
2017

Revenue

$495,548

Expenses

$748,890

Net Income

-$253,342

Net Assets

$10,960,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$329,631	66.5%
Sales of Assets	$146,570	29.6%
Other Income	$19,347	3.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$644,608	86.1%
Compensation of Officers*	$132,649	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,960,710
Total Liabilities	$0
Net Assets	$10,960,710

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$82,849	$0
Paul Schliesman (Co Trustee)	$13,800	$0
Kirk Springsted (Co Trustee)	$12,000	$0
Tom Jensen (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

990-T

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

PDF

Fiscal Year Ending Nov.
2015

Revenue

$448,075

Expenses

$822,819

Net Income

-$374,744

Net Assets

$11,564,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$364,669	81.4%
Sales of Assets	$55,871	12.5%
Other Income	$27,531	6.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$679,618	82.6%
Compensation of Officers*	$185,737	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,564,659
Total Liabilities	$0
Net Assets	$11,564,659

990-PF

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

PDF

Fiscal Year Ending Nov.
2014

Revenue

$617,610

Expenses

$812,720

Net Income

-$195,110

Net Assets

$11,939,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$383,776	62.1%
Dividends	$0
Sales of Assets	$226,768	36.7%
Other Income	$7,066	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$703,784	86.6%
Compensation of Officers*	$135,354	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,939,102
Total Liabilities	$0
Net Assets	$11,939,102

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$85,554	$0
Paul Schliesman (Co Trustee)	$13,800	$0
Kirk Springsted (Co Trustee)	$12,000	$0
Tom Jensen (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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$938,773

Expenses

$646,879

Net Income

$291,894

Net Assets

$12,134,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13	0.0%
Dividends	$361,516	38.5%
Sales of Assets	$571,354	60.9%
Other Income	$5,890	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$538,916	83.3%
Compensation of Officers*	$132,157	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	$12,134,225
Total Liabilities	$1
Net Assets	$12,134,224

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

$372,429

Expenses

$629,459

Net Income

-$257,030

Net Assets

$11,842,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$378,442	> 100%
Sales of Assets	$0
Other Income	$9,297	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$547,695	87.0%
Compensation of Officers*	$133,864	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,842,335
Total Liabilities	$1
Net Assets	$11,842,334

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$1,215,750

Expenses

$854,709

Net Income

$361,041

Net Assets

$12,099,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$411,905	33.9%
Sales of Assets	$791,593	65.1%
Other Income	$12,252	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$724,355	84.7%
Compensation of Officers*	$168,159	19.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$12,099,363
Total Liabilities	$1
Net Assets	$12,099,362

990-PF

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

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 »

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Raw filing data. Includes EINs and summary financials as structured data.
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Updated January 26, 2026

E W Hallett Charitable Trust U A

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $690k (2024)

Expenses $754k (2024)

Total Assets $12.3M (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

990-T

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

990-T

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

Revenue

$690k (2024)

Expenses

$754k (2024)

Total Assets

$12.3M (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