Winifred Emerson Trust

Milwaukee, WI
Tax-exempt since Dec. 2002
EIN: 42-6362821

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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$112k (2024)

Expenses

$84.2k (2024)

Total Assets

$838k (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

$111,846

Expenses

$84,173

Net Income

$27,673

Net Assets

$837,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,491	29.0%
Sales of Assets	$79,339	70.9%
Other Income	$16	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,530	73.1%
Compensation of Officers*	$21,957	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$837,960
Total Liabilities	$0
Net Assets	$837,960

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$21,957	$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

$109,793

Expenses

$84,309

Net Income

$25,484

Net Assets

$810,288

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,681	27.9%
Sales of Assets	$79,097	72.0%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,028	77.1%
Compensation of Officers*	$20,020	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$810,288
Total Liabilities	$0
Net Assets	$810,288

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$20,020	$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

$59,709

Expenses

$97,978

Net Income

-$38,269

Net Assets

$784,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,844	34.9%
Sales of Assets	$38,832	65.0%
Other Income	$33	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,582	78.2%
Compensation of Officers*	$20,861	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	$784,810
Total Liabilities	$0
Net Assets	$784,810

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$20,861	$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

$97,511

Expenses

$88,034

Net Income

$9,477

Net Assets

$823,087

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,243	24.9%
Sales of Assets	$72,936	74.8%
Other Income	$332	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,476	75.5%
Compensation of Officers*	$23,425	26.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$823,087
Total Liabilities	$0
Net Assets	$823,087

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$23,425	$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

$15,136

Expenses

$85,156

Net Income

-$70,020

Net Assets

$813,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,316	> 100%
Sales of Assets	$0
Other Income	$885	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,040	78.7%
Compensation of Officers*	$20,129	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	$813,613
Total Liabilities	$1
Net Assets	$813,612

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$20,129	$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

$51,761

Expenses

$86,238

Net Income

-$34,477

Net Assets

$883,660

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,422	47.2%
Sales of Assets	$27,339	52.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,886	77.6%
Compensation of Officers*	$20,246	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$883,661
Total Liabilities	$1
Net Assets	$883,660

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$20,246	$0

990-PF

Filed on May 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$96,400

Expenses

$88,089

Net Income

$8,311

Net Assets

$918,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,383	22.2%
Sales of Assets	$75,017	77.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,188	74.0%
Compensation of Officers*	$20,531	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	$918,121
Total Liabilities	$0
Net Assets	$918,121

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$20,531	$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

$139,654

Expenses

$81,802

Net Income

$57,852

Net Assets

$909,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,282	18.1%
Sales of Assets	$114,372	81.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,865	75.6%
Compensation of Officers*	$19,994	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	$909,802
Total Liabilities	$0
Net Assets	$909,802

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$19,994	$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

$109,163

Expenses

$83,058

Net Income

$26,105

Net Assets

$851,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,046	18.4%
Sales of Assets	$88,137	80.7%
Other Income	$980	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,661	79.1%
Compensation of Officers*	$18,861	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$851,959
Total Liabilities	$0
Net Assets	$851,959

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$18,861	$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

$62,517

Expenses

$85,942

Net Income

-$23,425

Net Assets

$825,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,281	32.4%
Sales of Assets	$42,236	67.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,883	75.5%
Compensation of Officers*	$19,846	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	$825,656
Total Liabilities	$0
Net Assets	$825,656

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$19,846	$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

$111,245

Expenses

$80,854

Net Income

$30,391

Net Assets

$849,082

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,340	20.1%
Sales of Assets	$88,905	79.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,798	75.2%
Compensation of Officers*	$19,912	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$849,082
Total Liabilities	$0
Net Assets	$849,082

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$19,912	$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

$68,454

Expenses

$73,232

Net Income

-$4,778

Net Assets

$818,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,390	35.6%
Sales of Assets	$44,064	64.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$56,066	76.6%
Compensation of Officers*	$18,418	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	$818,689
Total Liabilities	$0
Net Assets	$818,689

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$18,418	$0

990-PF

Filed on May 9, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$27,170

Expenses

$70,548

Net Income

-$43,378

Net Assets

$823,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,604	75.8%
Sales of Assets	$6,566	24.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,541	78.7%
Compensation of Officers*	$15,763	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	$823,467
Total Liabilities	$1
Net Assets	$823,466

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$33,264

Expenses

$64,781

Net Income

-$31,517

Net Assets

$866,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,879	56.8%
Sales of Assets	$14,385	43.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$51,850	80.0%
Compensation of Officers*	$12,982	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$866,786
Total Liabilities	$1
Net Assets	$866,785

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

Winifred Emerson Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $112k (2024)

Expenses $84.2k (2024)

Total Assets $838k (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

$112k (2024)

Expenses

$84.2k (2024)

Total Assets

$838k (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