Grace Wormer Trust

Milwaukee, WI
Tax-exempt since Dec. 2002
EIN: 42-6402869

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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

$162k (2024)

Expenses

$122k (2024)

Total Assets

$1.39M (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

$161,503

Expenses

$121,605

Net Income

$39,898

Net Assets

$1,394,068

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,301	31.1%
Sales of Assets	$111,157	68.8%
Other Income	$45	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,841	73.9%
Compensation of Officers*	$30,527	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,394,068
Total Liabilities	$0
Net Assets	$1,394,068

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$30,527	$0

990-PF

Filed on May 8, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$156,492

Expenses

$121,607

Net Income

$34,885

Net Assets

$1,354,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$48,165	30.8%
Sales of Assets	$108,156	69.1%
Other Income	$171	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,617	77.8%
Compensation of Officers*	$27,939	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,354,166
Total Liabilities	$0
Net Assets	$1,354,166

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$27,939	$0

990-PF

Filed on May 5, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$84,580

Expenses

$140,075

Net Income

-$55,495

Net Assets

$1,319,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,506	37.2%
Sales of Assets	$53,019	62.7%
Other Income	$55	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,127	78.6%
Compensation of Officers*	$28,974	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	$1,319,296
Total Liabilities	$0
Net Assets	$1,319,296

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$28,974	$0

990-PF

Filed on May 8, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$151,186

Expenses

$127,078

Net Income

$24,108

Net Assets

$1,374,792

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,138	24.6%
Sales of Assets	$113,979	75.4%
Other Income	$69	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,058	76.4%
Compensation of Officers*	$32,609	25.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,374,792
Total Liabilities	$0
Net Assets	$1,374,792

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$32,609	$0

990-PF

Filed on May 9, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$47,679

Expenses

$121,041

Net Income

-$73,362

Net Assets

$1,350,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,404	49.1%
Sales of Assets	$23,863	50.0%
Other Income	$412	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$95,849	79.2%
Compensation of Officers*	$27,991	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	$1,350,690
Total Liabilities	$1
Net Assets	$1,350,689

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$27,991	$0

990-PF

Filed on May 8, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$94,082

Expenses

$122,362

Net Income

-$28,280

Net Assets

$1,424,083

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,117	35.2%
Sales of Assets	$60,965	64.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,654	77.4%
Compensation of Officers*	$27,669	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,424,084
Total Liabilities	$1
Net Assets	$1,424,083

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$27,669	$0

990-PF

Filed on May 8, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$114,741

Expenses

$118,929

Net Income

-$4,188

Net Assets

$1,452,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,839	26.0%
Sales of Assets	$84,902	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,632	77.0%
Compensation of Officers*	$27,671	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	$1,452,562
Total Liabilities	$0
Net Assets	$1,452,562

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$27,671	$0

990-PF

Filed on May 2, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$93,613

Expenses

$109,905

Net Income

-$16,292

Net Assets

$1,456,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,147	31.1%
Sales of Assets	$64,466	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,074	76.5%
Compensation of Officers*	$26,297	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,456,733
Total Liabilities	$0
Net Assets	$1,456,733

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$26,297	$0

990-PF

Filed on April 21, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$129,160

Expenses

$111,128

Net Income

$18,032

Net Assets

$1,473,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,525	18.2%
Sales of Assets	$104,832	81.2%
Other Income	$803	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,472	79.6%
Compensation of Officers*	$24,520	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	$1,473,041
Total Liabilities	$0
Net Assets	$1,473,041

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$24,520	$0

990-PF

Filed on May 5, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$91,958

Expenses

$116,581

Net Income

-$24,623

Net Assets

$1,454,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,864	28.1%
Sales of Assets	$66,094	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,259	78.3%
Compensation of Officers*	$25,937	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,454,575
Total Liabilities	$0
Net Assets	$1,454,575

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$25,937	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$131,851

Expenses

$112,369

Net Income

$19,482

Net Assets

$1,479,196

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,043	20.5%
Sales of Assets	$104,796	79.5%
Other Income	$12	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,393	73.3%
Compensation of Officers*	$26,331	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	$1,479,196
Total Liabilities	$0
Net Assets	$1,479,196

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$26,331	$0

990-PF

Filed on May 13, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$176,104

Expenses

$100,836

Net Income

$75,268

Net Assets

$1,459,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$32,497	18.5%
Sales of Assets	$143,228	81.3%
Other Income	$378	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,438	77.8%
Compensation of Officers*	$24,500	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	$1,459,743
Total Liabilities	$0
Net Assets	$1,459,743

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$24,500	$0

990-PF

Filed on June 10, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$31,984

Expenses

$98,783

Net Income

-$66,799

Net Assets

$1,384,473

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,796	77.5%
Sales of Assets	$6,412	20.0%
Other Income	$776	2.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$78,258	79.2%
Compensation of Officers*	$21,182	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,384,474
Total Liabilities	$1
Net Assets	$1,384,473

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$52,344

Expenses

$91,170

Net Income

-$38,826

Net Assets

$1,451,273

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,117	49.9%
Sales of Assets	$26,227	50.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,285	80.4%
Compensation of Officers*	$18,150	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,451,274
Total Liabilities	$1
Net Assets	$1,451,273

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

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Updated January 26, 2026

Grace Wormer Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $162k (2024)

Expenses $122k (2024)

Total Assets $1.39M (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

$162k (2024)

Expenses

$122k (2024)

Total Assets

$1.39M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2023

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