John B Terry Tr

Milwaukee, WI
EIN: 42-6054232

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Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

Revenue

$56.3k (2024)

Expenses

$249k (2024)

Total Assets

$2.95M (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

$56,282

Expenses

$249,377

Net Income

-$193,095

Net Assets

$2,954,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,365	> 100%
Sales of Assets	-$54,158
Other Income	$75	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,361	84.0%
Compensation of Officers*	$38,611	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,954,078
Total Liabilities	$0
Net Assets	$2,954,078

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$38,611	$0

990-PF

Filed on May 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$253,342

Expenses

$246,113

Net Income

$7,229

Net Assets

$3,150,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$106,303	42.0%
Sales of Assets	$147,010	58.0%
Other Income	$29	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,197	85.0%
Compensation of Officers*	$36,974	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,150,187
Total Liabilities	$0
Net Assets	$3,150,187

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$36,974	$0

990-PF

Filed on May 5, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$236,628

Expenses

$246,689

Net Income

-$10,061

Net Assets

$3,142,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,778	34.6%
Sales of Assets	$154,732	65.4%
Other Income	$118	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$208,981	84.7%
Compensation of Officers*	$34,814	14.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,142,961
Total Liabilities	$0
Net Assets	$3,142,961

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$34,814	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$290,716

Expenses

$232,016

Net Income

$58,700

Net Assets

$3,153,784

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,473	30.4%
Sales of Assets	$202,153	69.5%
Other Income	$90	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$197,224	85.0%
Compensation of Officers*	$37,240	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,153,784
Total Liabilities	$0
Net Assets	$3,153,784

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$37,240	$0

990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$132,557

Expenses

$218,647

Net Income

-$86,090

Net Assets

$3,095,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,406	57.6%
Sales of Assets	$56,061	42.3%
Other Income	$90	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,262	84.3%
Compensation of Officers*	$35,122	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,095,088
Total Liabilities	$1
Net Assets	$3,095,087

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$35,122	$0

990-PF

Filed on May 8, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$234,144

Expenses

$216,962

Net Income

$17,182

Net Assets

$3,181,184

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,302	35.6%
Sales of Assets	$150,842	64.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,144	84.9%
Compensation of Officers*	$33,936	15.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,181,185
Total Liabilities	$1
Net Assets	$3,181,184

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$33,936	$0

990-PF

Filed on July 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$179,668

Expenses

$217,981

Net Income

-$38,313

Net Assets

$3,164,664

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,495	47.0%
Sales of Assets	$95,173	53.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,125	84.5%
Compensation of Officers*	$33,749	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,164,664
Total Liabilities	$0
Net Assets	$3,164,664

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$33,749	$0

990-PF

Filed on May 2, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$166,159

Expenses

$215,763

Net Income

-$49,604

Net Assets

$3,202,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,075	51.8%
Sales of Assets	$79,812	48.0%
Other Income	$272	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,102	85.3%
Compensation of Officers*	$33,520	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,202,977
Total Liabilities	$0
Net Assets	$3,202,977

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$33,520	$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

Revenue

$125,546

Expenses

$215,113

Net Income

-$89,567

Net Assets

$3,252,620

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,311	60.8%
Sales of Assets	$47,729	38.0%
Other Income	$1,506	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$184,044	85.6%
Compensation of Officers*	$32,937	15.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,252,620
Total Liabilities	$0
Net Assets	$3,252,620

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$32,937	$0

990-PF

Filed on May 5, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$236,485

Expenses

$212,957

Net Income

$23,528

Net Assets

$3,338,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,102	36.0%
Sales of Assets	$151,383	64.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$180,402	84.7%
Compensation of Officers*	$32,838	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,338,448
Total Liabilities	$0
Net Assets	$3,338,448

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$32,838	$0

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$310,879

Expenses

$199,117

Net Income

$111,762

Net Assets

$3,315,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,918	28.0%
Sales of Assets	$223,961	72.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,030	77.4%
Compensation of Officers*	$32,797	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	$3,315,018
Total Liabilities	$0
Net Assets	$3,315,018

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$32,797	$0

990-PF

Filed on May 13, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$488,143

Expenses

$170,130

Net Income

$318,013

Net Assets

$3,204,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,241	16.2%
Sales of Assets	$408,902	83.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$143,102	84.1%
Compensation of Officers*	$22,523	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,204,280
Total Liabilities	$0
Net Assets	$3,204,280

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$22,523	$0

990-PF

Filed on May 13, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$218,139

Expenses

$158,532

Net Income

$59,607

Net Assets

$2,886,266

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,203	35.9%
Sales of Assets	$139,936	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,801	88.2%
Compensation of Officers*	$15,183	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,886,267
Total Liabilities	$1
Net Assets	$2,886,266

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$152,844

Expenses

$155,354

Net Income

-$2,510

Net Assets

$2,826,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,385	48.7%
Sales of Assets	$78,459	51.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,395	89.7%
Compensation of Officers*	$14,450	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,826,660
Total Liabilities	$1
Net Assets	$2,826,659

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.

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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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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.
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Updated March 23, 2026

John B Terry Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $56.3k (2024)

Expenses $249k (2024)

Total Assets $2.95M (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

$56.3k (2024)

Expenses

$249k (2024)

Total Assets

$2.95M (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

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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.
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Fiscal Year Ending Dec.
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2001