City Of Ottumwa Iowa Trust

Milwaukee, WI
EIN: 42-6295368

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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.

Donations to this organization are tax deductible.

Revenue

$23k (2025)

Expenses

$24.8k (2025)

Total Assets

$338k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 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 Feb.
2025

Revenue

$23,018

Expenses

$24,787

Net Income

-$1,769

Net Assets

$338,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,158	52.8%
Sales of Assets	$10,738	46.7%
Other Income	$122	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,936	76.4%
Compensation of Officers*	$6,248	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$338,169
Total Liabilities	$0
Net Assets	$338,169

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$6,248	$0

990-PF

Filed on July 8, 2025

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

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Fiscal Year Ending Feb.
2024

Revenue

$25,703

Expenses

$25,024

Net Income

$679

Net Assets

$339,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,573	45.0%
Sales of Assets	$14,125	55.0%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,445	73.7%
Compensation of Officers*	$5,635	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$339,936
Total Liabilities	$0
Net Assets	$339,936

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$5,635	$0

990-PF

Filed on July 10, 2024

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

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XML

Fiscal Year Ending Feb.
2023

Revenue

$54,490

Expenses

$27,636

Net Income

$26,854

Net Assets

$339,254

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,612	17.6%
Sales of Assets	$44,874	82.4%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,168	80.2%
Compensation of Officers*	$5,676	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$339,254
Total Liabilities	$0
Net Assets	$339,254

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$5,676	$0

990-PF

Filed on June 30, 2023

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

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XML

Fiscal Year Ending Feb.
2022

Revenue

$16,903

Expenses

$26,275

Net Income

-$9,372

Net Assets

$312,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,489	56.1%
Sales of Assets	$7,325	43.3%
Other Income	$89	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,246	77.1%
Compensation of Officers*	$6,537	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$312,399
Total Liabilities	$0
Net Assets	$312,399

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$6,537	$0

990-PF

Filed on June 30, 2022

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

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XML

Fiscal Year Ending Feb.
2021

Revenue

$14,901

Expenses

$25,136

Net Income

-$10,235

Net Assets

$321,771

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,049	60.7%
Sales of Assets	$5,852	39.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,369	77.1%
Compensation of Officers*	$5,636	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	$321,772
Total Liabilities	$1
Net Assets	$321,771

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$5,636	$0

990-PF

Filed on July 2, 2021

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

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XML

Fiscal Year Ending Feb.
2020

Revenue

$19,320

Expenses

$24,062

Net Income

-$4,742

Net Assets

$332,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,791	55.9%
Sales of Assets	$8,529	44.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,555	77.1%
Compensation of Officers*	$5,667	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	$332,009
Total Liabilities	$0
Net Assets	$332,009

990-PF

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

PDF

Fiscal Year Ending Feb.
2019

Revenue

$13,928

Expenses

$26,507

Net Income

-$12,579

Net Assets

$336,748

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.2%
Dividends	$10,666	76.6%
Sales of Assets	$3,231	23.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,379	80.7%
Compensation of Officers*	$5,481	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$336,748
Total Liabilities	$0
Net Assets	$336,748

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$5,481	$0

990-PF

Filed on July 12, 2019

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

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Fiscal Year Ending Feb.
2018

Revenue

$15,055

Expenses

$23,053

Net Income

-$7,998

Net Assets

$349,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.2%
Dividends	$10,023	66.6%
Sales of Assets	$5,008	33.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,807	77.2%
Compensation of Officers*	$5,634	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$349,327
Total Liabilities	$0
Net Assets	$349,327

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$5,634	$0

990-PF

Filed on July 13, 2018

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

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PDF XML

Fiscal Year Ending Feb.
2017

Revenue

$27,002

Expenses

$24,569

Net Income

$2,433

Net Assets

$357,324

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$8,957	33.2%
Sales of Assets	$17,543	65.0%
Other Income	$500	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,351	78.8%
Compensation of Officers*	$5,242	21.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$357,324
Total Liabilities	$0
Net Assets	$357,324

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$5,242	$0

990-PF

Filed on July 17, 2017

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

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PDF XML

PDF (2 of 2)

Fiscal Year Ending Feb.
2016

Revenue

$22,915

Expenses

$25,475

Net Income

-$2,560

Net Assets

$354,889

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$7,584	33.1%
Sales of Assets	$15,229	66.5%
Other Income	$101	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,538	80.6%
Compensation of Officers*	$5,485	21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,889
Total Liabilities	$0
Net Assets	$354,889

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$5,485	$0

990-PF

Filed on Oct. 16, 2016

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

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PDF (2 of 2)

Fiscal Year Ending Feb.
2015

Revenue

$16,498

Expenses

$25,940

Net Income

-$9,442

Net Assets

$357,450

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$8,911	54.0%
Sales of Assets	$7,586	46.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,722	76.0%
Compensation of Officers*	$5,686	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$357,450
Total Liabilities	$0
Net Assets	$357,450

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$5,686	$0

990-PF

Filed on July 13, 2015

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

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Fiscal Year Ending Feb.
2014

Revenue

$32,017

Expenses

$24,689

Net Income

$7,328

Net Assets

$366,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,088	40.9%
Sales of Assets	$18,929	59.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,385	78.5%
Compensation of Officers*	$5,509	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$366,997
Total Liabilities	$0
Net Assets	$366,997

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,509	$0

990-PF

Filed on July 9, 2014

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

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Fiscal Year Ending Feb.
2013

Revenue

$22,137

Expenses

$23,974

Net Income

-$1,837

Net Assets

$359,668

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,445	42.7%
Sales of Assets	$12,692	57.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,280	80.4%
Compensation of Officers*	$5,060	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$359,669
Total Liabilities	$1
Net Assets	$359,668

990-PF

Filed on Jan. 14, 2014

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

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PDF XML

Fiscal Year Ending Feb.
2012

Revenue

$11,284

Expenses

$23,446

Net Income

-$12,162

Net Assets

$361,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,456	66.1%
Sales of Assets	$3,828	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,059	81.3%
Compensation of Officers*	$4,798	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$361,506
Total Liabilities	$1
Net Assets	$361,505

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Feb.
2003

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 Feb.
2002

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

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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.

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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.

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Updated January 26, 2026

City Of Ottumwa Iowa Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $23k (2025)

Expenses $24.8k (2025)

Total Assets $338k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Revenue

$23k (2025)

Expenses

$24.8k (2025)

Total Assets

$338k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002