Anna Beal Trust Waterloo Savings Bank Trustee

Milwaukee, WI
Tax-exempt since June 1976
EIN: 42-6193621

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

$18.5k (2024)

Expenses

$38.8k (2024)

Total Assets

$490k (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

$18,492

Expenses

$38,846

Net Income

-$20,354

Net Assets

$490,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,770	96.1%
Sales of Assets	$710	3.8%
Other Income	$12	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,663	78.9%
Compensation of Officers*	$8,695	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	$490,172
Total Liabilities	$0
Net Assets	$490,172

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,695	$0

990-PF

Filed on May 8, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$17,691

Expenses

$34,607

Net Income

-$16,916

Net Assets

$508,445

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,607	93.9%
Sales of Assets	-$9
Other Income	$1,093	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,046	78.2%
Compensation of Officers*	$7,984	23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$508,445
Total Liabilities	$0
Net Assets	$508,445

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,984	$0

990-PF

Filed on May 5, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$18,105

Expenses

$44,709

Net Income

-$26,604

Net Assets

$525,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,729	70.3%
Sales of Assets	$5,365	29.6%
Other Income	$11	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,041	76.1%
Compensation of Officers*	$8,695	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$525,364
Total Liabilities	$0
Net Assets	$525,364

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,695	$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

$107,049

Expenses

$40,614

Net Income

$66,435

Net Assets

$551,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,365	11.6%
Sales of Assets	$94,364	88.2%
Other Income	$320	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,638	77.9%
Compensation of Officers*	$9,818	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$551,977
Total Liabilities	$0
Net Assets	$551,977

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$9,818	$0

990-PF

Filed on May 9, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$14,460

Expenses

$36,621

Net Income

-$22,161

Net Assets

$482,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,674	80.7%
Sales of Assets	$2,786	19.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,989	76.4%
Compensation of Officers*	$8,533	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	$482,945
Total Liabilities	$1
Net Assets	$482,944

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,533	$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

$32,887

Expenses

$34,783

Net Income

-$1,896

Net Assets

$505,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,133	43.0%
Sales of Assets	$18,711	56.9%
Other Income	$43	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,031	77.7%
Compensation of Officers*	$8,454	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	$505,116
Total Liabilities	$1
Net Assets	$505,115

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,454	$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

$27,642

Expenses

$39,627

Net Income

-$11,985

Net Assets

$507,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,395	44.8%
Sales of Assets	$15,247	55.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,821	77.8%
Compensation of Officers*	$8,757	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$507,066
Total Liabilities	$0
Net Assets	$507,066

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$8,757	$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

$31,961

Expenses

$34,124

Net Income

-$2,163

Net Assets

$519,049

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,959	40.5%
Sales of Assets	$16,835	52.7%
Other Income	$2,167	6.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,785	75.6%
Compensation of Officers*	$8,632	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	$519,049
Total Liabilities	$0
Net Assets	$519,049

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$8,632	$0

990-PF

Filed on April 21, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$18,421

Expenses

$34,553

Net Income

-$16,132

Net Assets

$521,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,571	62.8%
Sales of Assets	$6,829	37.1%
Other Income	$21	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,045	78.3%
Compensation of Officers*	$8,089	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	$521,220
Total Liabilities	$0
Net Assets	$521,220

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$8,089	$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

$20,112

Expenses

$40,489

Net Income

-$20,377

Net Assets

$536,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,292	66.1%
Sales of Assets	$6,820	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,105	79.3%
Compensation of Officers*	$8,736	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$536,893
Total Liabilities	$0
Net Assets	$536,893

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$8,736	$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

$34,347

Expenses

$43,143

Net Income

-$8,796

Net Assets

$557,312

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,718	42.9%
Sales of Assets	$19,629	57.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,163	79.2%
Compensation of Officers*	$9,367	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$557,312
Total Liabilities	$0
Net Assets	$557,312

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$9,367	$0

990-PF

Filed on May 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$32,513

Expenses

$40,109

Net Income

-$7,596

Net Assets

$566,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,228	46.8%
Sales of Assets	$17,285	53.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$32,031	79.9%
Compensation of Officers*	$8,514	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$566,112
Total Liabilities	$0
Net Assets	$566,112

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$8,514	$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

$31,681

Expenses

$37,530

Net Income

-$5,849

Net Assets

$573,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,752	49.7%
Sales of Assets	$15,929	50.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,138	80.3%
Compensation of Officers*	$7,579	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	$573,708
Total Liabilities	$1
Net Assets	$573,707

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$44,786

Expenses

$48,757

Net Income

-$3,971

Net Assets

$579,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,004	24.6%
Sales of Assets	$33,782	75.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,850	83.8%
Compensation of Officers*	$7,517	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	$579,557
Total Liabilities	$1
Net Assets	$579,556

990-PF

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

PDF

PDF (2 of 2)

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.

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

Anna Beal Trust Waterloo Savings Bank Trustee

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $18.5k (2024)

Expenses $38.8k (2024)

Total Assets $490k (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

$18.5k (2024)

Expenses

$38.8k (2024)

Total Assets

$490k (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

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001

Fiscal Year Ending Oct.
2001