James G Lindell Irrv Charitable Trust

Milwaukee, WI
Tax-exempt since March 1993
EIN: 41-6347184

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.

Donations to this organization are tax deductible.

Revenue

$135k (2024)

Expenses

$35.8k (2024)

Total Assets

$479k (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 Oct.
2024

Revenue

$134,931

Expenses

$35,757

Net Income

$99,174

Net Assets

$479,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,488	13.0%
Sales of Assets	$117,420	87.0%
Other Income	$23	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,216	81.7%
Compensation of Officers*	$6,905	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	$479,220
Total Liabilities	$0
Net Assets	$479,220

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$6,905	$0
Marty Lindell (Co Trustee)	$0	$0
Mr James G Lindell Jr (Co Trustee)	$0	$0

990-PF

Filed on Feb. 24, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2023

Revenue

$24,728

Expenses

$35,357

Net Income

-$10,629

Net Assets

$380,048

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,737	55.6%
Sales of Assets	$10,954	44.3%
Other Income	$37	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,153	82.5%
Compensation of Officers*	$6,280	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$380,048
Total Liabilities	$0
Net Assets	$380,048

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$6,280	$0
Marty Lindell (Co Trustee)	$0	$0
Mr James G Lindell Jr (Co Trustee)	$0	$0

990-PF

Filed on March 12, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2022

Revenue

$27,591

Expenses

$39,906

Net Income

-$12,315

Net Assets

$390,678

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,598	52.9%
Sales of Assets	$12,978	47.0%
Other Income	$15	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,834	82.3%
Compensation of Officers*	$7,667	19.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$390,678
Total Liabilities	$0
Net Assets	$390,678

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$7,667	$0
Marty Lindell (Co Trustee)	$0	$0
Mr James G Lindell Jr (Co Trustee)	$0	$0

990-PF

Filed on March 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2021

Revenue

$15,171

Expenses

$34,108

Net Income

-$18,937

Net Assets

$402,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,012	79.2%
Sales of Assets	$2,818	18.6%
Other Income	$341	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,829	78.7%
Compensation of Officers*	$8,044	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$402,993
Total Liabilities	$0
Net Assets	$402,993

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$8,044	$0
Marty Lindell (Co Trustee)	$0	$0
Mr James G Lindell Jr (Co Trustee)	$0	$0

990-PF

Filed on March 7, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2020

Revenue

$20,741

Expenses

$36,318

Net Income

-$15,577

Net Assets

$421,720

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,820	71.5%
Sales of Assets	$5,921	28.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,738	81.9%
Compensation of Officers*	$7,127	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$421,721
Total Liabilities	$1
Net Assets	$421,720

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$7,127	$0
Marty Lindell (Co Trustee)	$0	$0
Mr James G Lindell Jr (Co Trustee)	$0	$0

990-PF

Filed on Feb. 22, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Oct.
2019

Revenue

$23,810

Expenses

$35,126

Net Income

-$11,316

Net Assets

$437,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,485	65.0%
Sales of Assets	$8,325	35.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,728	76.1%
Compensation of Officers*	$7,029	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$437,298
Total Liabilities	$1
Net Assets	$437,297

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$7,029	$0
Marty Lindell (Co Trustee)	$0	$0
Mr James G Lindell Jr (Co Trustee)	$0	$0

990-PF

Filed on March 4, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2018

Revenue

$55,833

Expenses

$34,631

Net Income

$21,202

Net Assets

$449,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,432	25.8%
Sales of Assets	$41,401	74.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,762	80.2%
Compensation of Officers*	$7,372	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	$449,413
Total Liabilities	$0
Net Assets	$449,413

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$7,372	$0
Marty Lindell (Co Trustee)	$0	$0
Mr James G Lindell Jr (Co Trustee)	$0	$0

990-PF

Filed on Jan. 21, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2017

Revenue

$20,967

Expenses

$35,492

Net Income

-$14,525

Net Assets

$428,213

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,642	55.5%
Sales of Assets	$9,325	44.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,962	81.6%
Compensation of Officers*	$7,183	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$428,213
Total Liabilities	$0
Net Assets	$428,213

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$7,183	$0
Marty Lindell (Co Trustee)	$0	$0
Mr James G Lindell Jr (Co Trustee)	$0	$0

990-PF

Filed on Aug. 27, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
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 Oct.
2015

Revenue

$28,009

Expenses

$38,027

Net Income

-$10,018

Net Assets

$450,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$17,991	64.2%
Sales of Assets	$10,014	35.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,360	82.5%
Compensation of Officers*	$6,677	17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$450,201
Total Liabilities	$0
Net Assets	$450,201

990-PF

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

PDF

Fiscal Year Ending Oct.
2014

Revenue

$38,090

Expenses

$37,453

Net Income

$637

Net Assets

$460,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,609	62.0%
Dividends	$0
Sales of Assets	$14,481	38.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,225	86.0%
Compensation of Officers*	$6,000	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	$460,221
Total Liabilities	$0
Net Assets	$460,221

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp. Trustee)	$6,000	$0
Marty Lindell (Co Trustee)	$0	$0
Mr James G Lindell Jr (Co Trustee)	$0	$0

990-PF

Filed on March 11, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Oct.
2013

Revenue

$25,974

Expenses

$35,561

Net Income

-$9,587

Net Assets

$459,587

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,830	68.6%
Sales of Assets	$8,144	31.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,887	84.0%
Compensation of Officers*	$7,062	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$459,587
Total Liabilities	$0
Net Assets	$459,587

990-PF

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

PDF

Fiscal Year Ending Oct.
2012

Revenue

$37,110

Expenses

$40,364

Net Income

-$3,254

Net Assets

$469,179

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,102	40.7%
Sales of Assets	$22,008	59.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,378	87.6%
Compensation of Officers*	$5,000	12.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$469,180
Total Liabilities	$1
Net Assets	$469,179

990-PF

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

PDF

Fiscal Year Ending Oct.
2011

Revenue

$29,297

Expenses

$35,498

Net Income

-$6,201

Net Assets

$472,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,180	55.2%
Sales of Assets	$12,812	43.7%
Other Income	$305	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,942	87.2%
Compensation of Officers*	$4,585	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$472,503
Total Liabilities	$1
Net Assets	$472,502

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 March 23, 2026

James G Lindell Irrv Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $135k (2024)

Expenses $35.8k (2024)

Total Assets $479k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Oct. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Oct. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Oct. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Oct. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$135k (2024)

Expenses

$35.8k (2024)

Total Assets

$479k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Oct.
2024

Fiscal Year Ending Oct.
2023

Fiscal Year Ending Oct.
2022

Fiscal Year Ending Oct.
2021

Fiscal Year Ending Oct.
2020

Fiscal Year Ending Oct.
2019

Fiscal Year Ending Oct.
2018

Fiscal Year Ending Oct.
2017

Fiscal Year Ending Oct.
2016

Fiscal Year Ending Oct.
2015

Fiscal Year Ending Oct.
2014

Fiscal Year Ending Oct.
2013

Fiscal Year Ending Oct.
2012

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001