Lillian F Wallace Char Trust 566090

Milwaukee, WI
Tax-exempt since July 2001
EIN: 41-6314876

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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.

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

Donations to this organization are tax deductible.

Revenue

$54.7k (2024)

Expenses

$75.2k (2024)

Total Assets

$1.16M (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

$54,699

Expenses

$75,175

Net Income

-$20,476

Net Assets

$1,159,597

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,447	79.4%
Sales of Assets	$11,227	20.5%
Other Income	$25	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,668	72.7%
Compensation of Officers*	$21,431	28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,159,597
Total Liabilities	$0
Net Assets	$1,159,597

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$21,431	$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

$48,267

Expenses

$75,907

Net Income

-$27,640

Net Assets

$1,180,062

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,943	78.6%
Sales of Assets	$7,938	16.4%
Other Income	$2,386	4.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,682	76.0%
Compensation of Officers*	$19,253	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,180,062
Total Liabilities	$0
Net Assets	$1,180,062

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$19,253	$0

990-PF

Filed on May 5, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$21,341

Expenses

$100,437

Net Income

-$79,096

Net Assets

$1,207,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,372	> 100%
Sales of Assets	-$8,057
Other Income	$26	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,938	75.6%
Compensation of Officers*	$20,926	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,207,708
Total Liabilities	$0
Net Assets	$1,207,708

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$20,926	$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

$212,262

Expenses

$92,291

Net Income

$119,971

Net Assets

$1,286,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,793	13.6%
Sales of Assets	$183,469	86.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,857	75.7%
Compensation of Officers*	$24,436	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	$1,286,817
Total Liabilities	$0
Net Assets	$1,286,817

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$24,436	$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

$26,583

Expenses

$96,410

Net Income

-$69,827

Net Assets

$1,166,850

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,419	> 100%
Sales of Assets	$0
Other Income	$106	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,308	79.1%
Compensation of Officers*	$21,668	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,166,851
Total Liabilities	$1
Net Assets	$1,166,850

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$21,668	$0

990-PF

Filed on May 8, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$37,751

Expenses

$96,160

Net Income

-$58,409

Net Assets

$1,236,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,689	99.8%
Sales of Assets	$0
Other Income	$355	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,772	78.8%
Compensation of Officers*	$21,790	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,236,756
Total Liabilities	$1
Net Assets	$1,236,755

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$21,790	$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

$65,656

Expenses

$97,528

Net Income

-$31,872

Net Assets

$1,294,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,399	52.4%
Sales of Assets	$31,257	47.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,222	76.1%
Compensation of Officers*	$22,769	23.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,294,514
Total Liabilities	$0
Net Assets	$1,294,514

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$22,769	$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

$84,115

Expenses

$90,364

Net Income

-$6,249

Net Assets

$1,326,446

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,549	41.1%
Sales of Assets	$49,566	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,237	75.5%
Compensation of Officers*	$22,437	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,326,446
Total Liabilities	$0
Net Assets	$1,326,446

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$22,437	$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

$94,885

Expenses

$95,054

Net Income

-$169

Net Assets

$1,335,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,081	31.7%
Sales of Assets	$64,700	68.2%
Other Income	$104	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,410	79.3%
Compensation of Officers*	$21,293	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	$1,335,335
Total Liabilities	$0
Net Assets	$1,335,335

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$21,293	$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

$63,260

Expenses

$97,353

Net Income

-$34,093

Net Assets

$1,334,474

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,970	50.5%
Sales of Assets	$31,290	49.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,562	77.6%
Compensation of Officers*	$22,807	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	$1,334,474
Total Liabilities	$0
Net Assets	$1,334,474

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$22,807	$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

$118,389

Expenses

$101,670

Net Income

$16,719

Net Assets

$1,369,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$35,616	30.1%
Sales of Assets	$80,308	67.8%
Other Income	$2,461	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$77,792	76.5%
Compensation of Officers*	$24,110	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	$1,369,684
Total Liabilities	$54
Net Assets	$1,369,630

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$24,110	$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

$78,432

Expenses

$90,396

Net Income

-$11,964

Net Assets

$1,352,911

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$31,821	40.6%
Sales of Assets	$46,609	59.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,842	77.3%
Compensation of Officers*	$25,195	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,354,555
Total Liabilities	$1,644
Net Assets	$1,352,911

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$25,195	$0

990-PF

Filed on April 30, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$64,083

Expenses

$95,744

Net Income

-$31,661

Net Assets

$1,364,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,967	59.2%
Sales of Assets	$26,116	40.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,245	71.3%
Compensation of Officers*	$24,268	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	$1,364,879
Total Liabilities	$1
Net Assets	$1,364,878

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$228,954

Expenses

$87,725

Net Income

$141,229

Net Assets

$1,396,540

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,544	12.9%
Sales of Assets	$199,410	87.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,396	80.2%
Compensation of Officers*	$20,564	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	$1,396,541
Total Liabilities	$1
Net Assets	$1,396,540

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.

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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.

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Updated March 23, 2026

Lillian F Wallace Char Trust 566090

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $54.7k (2024)

Expenses $75.2k (2024)

Total Assets $1.16M (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

$54.7k (2024)

Expenses

$75.2k (2024)

Total Assets

$1.16M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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