Josephine R Witte Trust

Milwaukee, WI
Tax-exempt since Aug. 1978
EIN: 42-6278047

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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 (2025)

Expenses

$133k (2025)

Total Assets

$2.1M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

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 Aug.
2025

Revenue

$139,766

Expenses

$132,536

Net Income

$7,230

Net Assets

$2,102,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$100,447	71.9%
Sales of Assets	$39,234	28.1%
Other Income	$85	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$112,983	85.2%
Compensation of Officers*	$18,594	14.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,102,760
Total Liabilities	$0
Net Assets	$2,102,760

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$18,594	$0

990-PF

Filed on Dec. 19, 2025

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

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Fiscal Year Ending Aug.
2024

Revenue

$124,298

Expenses

$135,607

Net Income

-$11,309

Net Assets

$2,095,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,145	66.9%
Sales of Assets	$41,110	33.1%
Other Income	$43	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,371	87.3%
Compensation of Officers*	$17,280	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,095,523
Total Liabilities	$0
Net Assets	$2,095,523

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$17,280	$0

990-PF

Filed on Dec. 23, 2024

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

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Fiscal Year Ending Aug.
2023

Revenue

$139,524

Expenses

$138,816

Net Income

$708

Net Assets

$2,106,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,251	48.9%
Sales of Assets	$71,257	51.1%
Other Income	$16	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,410	86.0%
Compensation of Officers*	$16,374	11.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,106,918
Total Liabilities	$0
Net Assets	$2,106,918

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$16,374	$0

990-PF

Filed on Jan. 15, 2024

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

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Fiscal Year Ending Aug.
2022

Revenue

$228,721

Expenses

$138,498

Net Income

$90,223

Net Assets

$2,106,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,638	36.6%
Sales of Assets	$145,066	63.4%
Other Income	$17	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,515	86.3%
Compensation of Officers*	$17,422	12.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,106,210
Total Liabilities	$0
Net Assets	$2,106,210

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$17,422	$0

990-PF

Filed on Jan. 13, 2023

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

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Fiscal Year Ending Aug.
2021

Revenue

$146,607

Expenses

$133,273

Net Income

$13,334

Net Assets

$2,016,014

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,963	38.2%
Sales of Assets	$90,644	61.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,998	87.0%
Compensation of Officers*	$16,987	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,016,014
Total Liabilities	$0
Net Assets	$2,016,014

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$16,987	$0

990-PF

Filed on Jan. 11, 2022

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

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Fiscal Year Ending Aug.
2020

Revenue

$145,412

Expenses

$129,459

Net Income

$15,953

Net Assets

$2,002,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,112	40.0%
Sales of Assets	$87,299	60.0%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,396	88.4%
Compensation of Officers*	$15,034	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,002,681
Total Liabilities	$1
Net Assets	$2,002,680

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$15,034	$0

990-PF

Filed on Dec. 23, 2020

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

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Fiscal Year Ending Aug.
2019

Revenue

$143,713

Expenses

$131,950

Net Income

$11,763

Net Assets

$1,986,725

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,839	38.9%
Sales of Assets	$87,874	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,249	89.6%
Compensation of Officers*	$14,025	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,986,726
Total Liabilities	$1
Net Assets	$1,986,725

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$14,025	$0

990-PF

Filed on Jan. 8, 2020

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

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Fiscal Year Ending Aug.
2018

Revenue

$109,033

Expenses

$130,938

Net Income

-$21,905

Net Assets

$1,974,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$60,761	55.7%
Sales of Assets	$48,272	44.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,224	87.2%
Compensation of Officers*	$14,282	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,974,789
Total Liabilities	$0
Net Assets	$1,974,789

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$14,282	$0

990-PF

Filed on Nov. 30, 2018

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

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Fiscal Year Ending Aug.
2017

Revenue

$194,817

Expenses

$128,053

Net Income

$66,764

Net Assets

$1,996,695

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,781	23.5%
Sales of Assets	$149,036	76.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,157	86.8%
Compensation of Officers*	$13,590	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,996,695
Total Liabilities	$0
Net Assets	$1,996,695

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$13,590	$0

990-PF

Filed on Dec. 18, 2017

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

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Fiscal Year Ending Aug.
2016

Revenue

$81,247

Expenses

$126,466

Net Income

-$45,219

Net Assets

$1,929,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,817	52.7%
Sales of Assets	$35,341	43.5%
Other Income	$3,089	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,234	90.3%
Compensation of Officers*	$13,171	10.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,929,933
Total Liabilities	$0
Net Assets	$1,929,933

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$13,171	$0

990-PF

Filed on Jan. 12, 2017

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

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Fiscal Year Ending Aug.
2015

Revenue

$58,523

Expenses

$138,318

Net Income

-$79,795

Net Assets

$1,975,150

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,118	99.3%
Sales of Assets	$405	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,460	86.4%
Compensation of Officers*	$13,030	9.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,975,150
Total Liabilities	$0
Net Assets	$1,975,150

990-PF

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

PDF

Fiscal Year Ending Aug.
2014

Revenue

$214,865

Expenses

$125,564

Net Income

$89,301

Net Assets

$2,057,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,615	24.0%
Sales of Assets	$163,250	76.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,567	88.9%
Compensation of Officers*	$12,655	10.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,057,219
Total Liabilities	$0
Net Assets	$2,057,219

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$12,655	$0

990-PF

Filed on Jan. 14, 2015

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

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Fiscal Year Ending Aug.
2013

Revenue

$105,685

Expenses

$118,138

Net Income

-$12,453

Net Assets

$1,967,917

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,104	52.1%
Sales of Assets	$48,453	45.8%
Other Income	$2,128	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,766	91.2%
Compensation of Officers*	$11,171	9.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,967,918
Total Liabilities	$1
Net Assets	$1,967,917

990-PF

Filed on Jan. 10, 2014

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

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Fiscal Year Ending Aug.
2012

Revenue

$40,946

Expenses

$117,633

Net Income

-$76,687

Net Assets

$1,980,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,207	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,849	88.3%
Compensation of Officers*	$8,149	6.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,981,261
Total Liabilities	$890
Net Assets	$1,980,371

990-PF

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

PDF

Fiscal Year Ending Aug.
2011

Revenue

$185,153

Expenses

$106,735

Net Income

$78,418

Net Assets

$2,057,058

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$65,636	35.4%
Sales of Assets	$119,516	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,547	92.3%
Compensation of Officers*	$7,531	7.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,057,058
Total Liabilities	$0
Net Assets	$2,057,058

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Josephine R Witte Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $140k (2025)

Expenses $133k (2025)

Total Assets $2.1M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Aug. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Aug. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Aug. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$140k (2025)

Expenses

$133k (2025)

Total Assets

$2.1M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Aug.
2025

Fiscal Year Ending Aug.
2024

Fiscal Year Ending Aug.
2023

Fiscal Year Ending Aug.
2022

Fiscal Year Ending Aug.
2021

Fiscal Year Ending Aug.
2020

Fiscal Year Ending Aug.
2019

Fiscal Year Ending Aug.
2018

Fiscal Year Ending Aug.
2017

Fiscal Year Ending Aug.
2016

Fiscal Year Ending Aug.
2015

Fiscal Year Ending Aug.
2014

Fiscal Year Ending Aug.
2013

Fiscal Year Ending Aug.
2012

Fiscal Year Ending Aug.
2011

Fiscal Year Ending Aug.
2010

Fiscal Year Ending Aug.
2009

Fiscal Year Ending Aug.
2008

Fiscal Year Ending Aug.
2007

Fiscal Year Ending Aug.
2006

Fiscal Year Ending Aug.
2005

Fiscal Year Ending Aug.
2004

Fiscal Year Ending Aug.
2003

Fiscal Year Ending Aug.
2002