Simmons Residuary Trust 25303080

Milwaukee, WI
Tax-exempt since Aug. 1995
EIN: 41-6382826

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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: Arts, Culture and Humanities / History Museums (NTEE)

Donations to this organization are tax deductible.

Revenue

$28.5k (2024)

Expenses

$56.2k (2024)

Total Assets

$678k (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

$28,512

Expenses

$56,225

Net Income

-$27,713

Net Assets

$678,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,205	95.4%
Sales of Assets	$1,291	4.5%
Other Income	$16	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,892	78.1%
Compensation of Officers*	$13,065	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$678,292
Total Liabilities	$0
Net Assets	$678,292

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$13,065	$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

$23,689

Expenses

$45,551

Net Income

-$21,862

Net Assets

$706,008

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,869	> 100%
Sales of Assets	-$2,464
Other Income	$1,284	5.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,136	74.9%
Compensation of Officers*	$12,064	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	$706,008
Total Liabilities	$0
Net Assets	$706,008

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$12,064	$0

990-PF

Filed on May 5, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$23,932

Expenses

$62,806

Net Income

-$38,874

Net Assets

$727,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,039	79.6%
Sales of Assets	$4,881	20.4%
Other Income	$12	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,624	75.8%
Compensation of Officers*	$13,193	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	$727,872
Total Liabilities	$0
Net Assets	$727,872

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$13,193	$0

990-PF

Filed on May 8, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$128,486

Expenses

$57,703

Net Income

$70,783

Net Assets

$766,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,368	14.3%
Sales of Assets	$110,035	85.6%
Other Income	$83	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,001	76.3%
Compensation of Officers*	$14,984	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$766,751
Total Liabilities	$0
Net Assets	$766,751

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$14,984	$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

$27,159

Expenses

$57,283

Net Income

-$30,124

Net Assets

$695,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,387	64.0%
Sales of Assets	$9,772	36.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,850	78.3%
Compensation of Officers*	$13,109	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	$695,968
Total Liabilities	$1
Net Assets	$695,967

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$13,109	$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

$37,560

Expenses

$58,050

Net Income

-$20,490

Net Assets

$726,103

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,418	59.7%
Sales of Assets	$15,142	40.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,701	77.0%
Compensation of Officers*	$13,254	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$726,104
Total Liabilities	$1
Net Assets	$726,103

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$13,254	$0

990-PF

Filed on May 8, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$45,656

Expenses

$58,509

Net Income

-$12,853

Net Assets

$746,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,329	48.9%
Sales of Assets	$23,327	51.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,990	76.9%
Compensation of Officers*	$13,825	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	$746,735
Total Liabilities	$0
Net Assets	$746,735

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$13,825	$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

$41,701

Expenses

$63,018

Net Income

-$21,317

Net Assets

$759,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,109	50.6%
Sales of Assets	$20,592	49.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,957	79.3%
Compensation of Officers*	$13,854	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$759,954
Total Liabilities	$0
Net Assets	$759,954

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$13,854	$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

$26,652

Expenses

$58,507

Net Income

-$31,855

Net Assets

$781,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,108	75.4%
Sales of Assets	$5,619	21.1%
Other Income	$925	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,287	79.1%
Compensation of Officers*	$13,134	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	$781,469
Total Liabilities	$0
Net Assets	$781,469

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$13,134	$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

$24,847

Expenses

$63,843

Net Income

-$38,996

Net Assets

$813,437

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,632	83.0%
Sales of Assets	$4,215	17.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,944	76.7%
Compensation of Officers*	$14,145	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$813,437
Total Liabilities	$0
Net Assets	$813,437

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$14,145	$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

$74,060

Expenses

$63,146

Net Income

$10,914

Net Assets

$852,379

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$22,600	30.5%
Sales of Assets	$49,342	66.6%
Other Income	$2,115	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,916	77.5%
Compensation of Officers*	$15,124	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	$852,502
Total Liabilities	$123
Net Assets	$852,379

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$15,124	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$41,620

Expenses

$68,173

Net Income

-$26,553

Net Assets

$841,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$18,216	43.8%
Sales of Assets	$23,403	56.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,225	72.2%
Compensation of Officers*	$16,566	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$842,508
Total Liabilities	$1,043
Net Assets	$841,465

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp. Trustee)	$16,566	$0

990-PF

Filed on May 1, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$176,986

Expenses

$64,752

Net Income

$112,234

Net Assets

$868,031

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,952	11.8%
Sales of Assets	$156,034	88.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,960	75.6%
Compensation of Officers*	$16,231	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$868,032
Total Liabilities	$1
Net Assets	$868,031

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$57,001

Expenses

$60,356

Net Income

-$3,355

Net Assets

$755,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,356	32.2%
Sales of Assets	$38,645	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,672	79.0%
Compensation of Officers*	$14,181	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	$755,799
Total Liabilities	$1
Net Assets	$755,798

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

Simmons Residuary Trust 25303080

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $28.5k (2024)

Expenses $56.2k (2024)

Total Assets $678k (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

$28.5k (2024)

Expenses

$56.2k (2024)

Total Assets

$678k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2001