Gertrude R Shiely Char Tr

Milwaukee, WI
Tax-exempt since Oct. 2001
EIN: 41-6470775

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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

$140k (2024)

Expenses

$192k (2024)

Total Assets

$1.79M (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 Dec.
2024

Revenue

$139,773

Expenses

$192,195

Net Income

-$52,422

Net Assets

$1,794,903

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$98,310	70.3%
Sales of Assets	$38,030	27.2%
Other Income	$3,433	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,132	74.5%
Compensation of Officers*	$79,017	41.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,794,903
Total Liabilities	$0
Net Assets	$1,794,903

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$47,017	$0
Terry Diebel (Co Trustee)	$16,000	$0
James P Donner (Co Trustee)	$16,000	$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

$69,790

Expenses

$209,823

Net Income

-$140,033

Net Assets

$1,847,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,640	> 100%
Sales of Assets	-$23,939
Other Income	$89	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,985	73.9%
Compensation of Officers*	$77,399	36.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,847,977
Total Liabilities	$0
Net Assets	$1,847,977

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$45,399	$0
Terry Diebel (Co Trustee)	$16,000	$0
James P Donner (Co Trustee)	$16,000	$0

990-PF

Filed on May 5, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$378,357

Expenses

$170,942

Net Income

$207,415

Net Assets

$1,989,740

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,542	17.1%
Sales of Assets	$313,758	82.9%
Other Income	$57	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$121,413	71.0%
Compensation of Officers*	$80,969	47.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,989,740
Total Liabilities	$0
Net Assets	$1,989,740

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$48,969	$0
Terry Diebel (Co Trustee)	$16,000	$0
James P Donner (Co Trustee)	$16,000	$0

990-PF

Filed on May 8, 2023

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

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Schedules ▼

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Fiscal Year Ending Dec.
2021

Revenue

$170,542

Expenses

$143,980

Net Income

$26,562

Net Assets

$1,783,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,963	39.9%
Sales of Assets	$102,579	60.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,639	60.9%
Compensation of Officers*	$84,035	58.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,783,840
Total Liabilities	$0
Net Assets	$1,783,840

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$52,035	$0
Terry Diebel (Co Trustee)	$16,000	$0
James P Donner (Co Trustee)	$16,000	$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

$241,300

Expenses

$214,279

Net Income

$27,021

Net Assets

$1,757,314

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$57,878	24.0%
Sales of Assets	$182,574	75.7%
Other Income	$848	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,621	77.8%
Compensation of Officers*	$77,740	36.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,757,315
Total Liabilities	$1
Net Assets	$1,757,314

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$45,740	$0
Terry Diebel (Co Trustee)	$16,000	$0
James P Donner (Co Trustee)	$16,000	$0

990-PF

Filed on May 12, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$90,041

Expenses

$164,288

Net Income

-$74,247

Net Assets

$1,730,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$71,051	78.9%
Sales of Assets	$18,990	21.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,933	71.2%
Compensation of Officers*	$76,020	46.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,730,678
Total Liabilities	$1
Net Assets	$1,730,677

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corporate Trustee)	$44,020	$0
Terry Diebel (Co Trustee)	$16,000	$0
James P Donner (Co Trustee)	$16,000	$0

990-PF

Filed on May 8, 2020

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

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$175,274

Expenses

$181,093

Net Income

-$5,819

Net Assets

$1,806,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,903	35.9%
Sales of Assets	$112,371	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,685	62.2%
Compensation of Officers*	$76,150	42.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,806,625
Total Liabilities	$0
Net Assets	$1,806,625

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corporate Trustee)	$44,150	$0
Terry Diebel (Co Trustee)	$16,000	$0
James P Donner (Co Trustee)	$16,000	$0

990-PF

Filed on May 2, 2019

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

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PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$291,637

Expenses

$174,654

Net Income

$116,983

Net Assets

$1,767,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,888	23.3%
Sales of Assets	$223,749	76.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,066	73.3%
Compensation of Officers*	$75,102	43.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,767,418
Total Liabilities	$0
Net Assets	$1,767,418

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corporate Trustee)	$43,102	$0
Terry Diebel (Co Trustee)	$16,000	$0
James P Donner (Co Trustee)	$16,000	$0

990-PF

Filed on April 28, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
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 Dec.
2015

Revenue

$184,699

Expenses

$196,470

Net Income

-$11,771

Net Assets

$1,725,555

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$73,030	39.5%
Sales of Assets	$111,669	60.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$153,910	78.3%
Compensation of Officers*	$67,214	34.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,725,555
Total Liabilities	$0
Net Assets	$1,725,555

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Assn (Corporate Trustee)	$43,214	$0
Terry Diebel (Co Trustee)	$12,000	$0
James P Donner (Co Trustee)	$12,000	$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

$122,649

Expenses

$159,675

Net Income

-$37,026

Net Assets

$1,737,476

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$27	0.0%
Dividends	$81,061	66.1%
Sales of Assets	$41,327	33.7%
Other Income	$234	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$117,450	73.6%
Compensation of Officers*	$66,063	41.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,737,476
Total Liabilities	$0
Net Assets	$1,737,476

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Assn (Corporate Trustee)	$42,063	$0
Terry Diebel (Co Trustee)	$12,000	$0
James P Donner (Co Trustee)	$12,000	$0

990-PF

Filed on May 12, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$182,849

Expenses

$167,518

Net Income

$15,331

Net Assets

$1,774,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$82,604	45.2%
Sales of Assets	$100,241	54.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$129,130	77.1%
Compensation of Officers*	$66,276	39.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,774,955
Total Liabilities	$453
Net Assets	$1,774,502

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Assn (Corporate Trustee)	$42,276	$0
Terry Diebel (Co Trustee)	$12,000	$0
James P Donner (Co Trustee)	$12,000	$0

990-PF

Filed on April 30, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$95,414

Expenses

$148,832

Net Income

-$53,418

Net Assets

$1,759,171

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,483	79.1%
Sales of Assets	$19,931	20.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$108,451	72.9%
Compensation of Officers*	$70,810	47.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,759,172
Total Liabilities	$1
Net Assets	$1,759,171

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$104,910

Expenses

$116,923

Net Income

-$12,013

Net Assets

$1,812,601

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,180	61.2%
Sales of Assets	$40,112	38.2%
Other Income	$618	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,218	69.5%
Compensation of Officers*	$70,387	60.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,812,602
Total Liabilities	$1
Net Assets	$1,812,601

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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Types of Nonprofits

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Updated March 23, 2026

Gertrude R Shiely Char Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $140k (2024)

Expenses $192k (2024)

Total Assets $1.79M (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

No Extracted Financial Data

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

990-PF

Fiscal Year Ending Dec. 2012

Revenue

$140k (2024)

Expenses

$192k (2024)

Total Assets

$1.79M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2019

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2018

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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