Henry G & Norma A Peterson Charitable Trust

Milwaukee, WI
EIN: 42-6419255

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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

$127k (2025)

Expenses

$171k (2025)

Total Assets

$1.88M (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 Sept.
2025

Revenue

$127,424

Expenses

$171,345

Net Income

-$43,921

Net Assets

$1,880,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$75,901	59.6%
Sales of Assets	$51,475	40.4%
Other Income	$48	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$133,911	78.2%
Compensation of Officers*	$39,400	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	$1,880,772
Total Liabilities	$0
Net Assets	$1,880,772

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$39,400	$0
U S Bank N A (Corp. Trustee)	$0	$0

990-PF

Filed on Feb. 10, 2026

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

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Fiscal Year Ending Sept.
2024

Revenue

$93,399

Expenses

$157,863

Net Income

-$64,464

Net Assets

$1,924,698

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,833	74.8%
Sales of Assets	$18,818	20.1%
Other Income	$4,748	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$123,438	78.2%
Compensation of Officers*	$36,560	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,924,698
Total Liabilities	$0
Net Assets	$1,924,698

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Corp. Trustee)	$36,560	$0

990-PF

Filed on Jan. 27, 2025

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

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Fiscal Year Ending Sept.
2023

Revenue

$83,073

Expenses

$166,998

Net Income

-$83,925

Net Assets

$1,989,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,106	71.1%
Sales of Assets	$23,912	28.8%
Other Income	$55	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$128,684	77.1%
Compensation of Officers*	$28,114	16.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,989,164
Total Liabilities	$0
Net Assets	$1,989,164

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$28,114	$0

990-PF

Filed on Feb. 9, 2024

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

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Fiscal Year Ending Sept.
2022

Revenue

$485,366

Expenses

$174,915

Net Income

$310,451

Net Assets

$2,073,104

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,753	11.5%
Sales of Assets	$429,593	88.5%
Other Income	$20	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$140,565	80.4%
Compensation of Officers*	$36,254	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	$2,073,104
Total Liabilities	$0
Net Assets	$2,073,104

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$36,254	$0

990-PF

Filed on Feb. 9, 2023

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

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Fiscal Year Ending Sept.
2021

Revenue

$89,886

Expenses

$149,490

Net Income

-$59,604

Net Assets

$1,762,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,243	42.5%
Sales of Assets	$50,482	56.2%
Other Income	$1,161	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,182	77.7%
Compensation of Officers*	$36,402	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	$1,762,797
Total Liabilities	$0
Net Assets	$1,762,797

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$36,402	$0

990-PF

Filed on Feb. 3, 2022

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

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Fiscal Year Ending Sept.
2020

Revenue

$81,503

Expenses

$144,757

Net Income

-$63,254

Net Assets

$1,822,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,665	60.9%
Sales of Assets	$31,838	39.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,267	76.2%
Compensation of Officers*	$30,173	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,822,401
Total Liabilities	$1
Net Assets	$1,822,400

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$30,173	$0

990-PF

Filed on Feb. 2, 2021

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

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Fiscal Year Ending Sept.
2019

Revenue

$192,354

Expenses

$138,001

Net Income

$54,353

Net Assets

$1,885,654

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$55,779	29.0%
Sales of Assets	$136,490	71.0%
Other Income	$85	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,475	79.3%
Compensation of Officers*	$29,719	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	$1,885,655
Total Liabilities	$1
Net Assets	$1,885,654

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$29,719	$0

990-PF

Filed on Jan. 28, 2020

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

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Fiscal Year Ending Sept.
2018

Revenue

$89,419

Expenses

$147,794

Net Income

-$58,375

Net Assets

$1,831,289

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,235	52.8%
Sales of Assets	$41,873	46.8%
Other Income	$311	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$118,838	80.4%
Compensation of Officers*	$31,026	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,831,289
Total Liabilities	$0
Net Assets	$1,831,289

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$31,026	$0

990-PF

Filed on Jan. 21, 2019

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

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Fiscal Year Ending Sept.
2017

Revenue

$91,433

Expenses

$134,556

Net Income

-$43,123

Net Assets

$1,889,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,140	50.5%
Sales of Assets	$45,293	49.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,992	77.3%
Compensation of Officers*	$28,874	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	$1,889,649
Total Liabilities	$0
Net Assets	$1,889,649

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$28,874	$0

990-PF

Filed on July 16, 2018

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

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Fiscal Year Ending Sept.
2016

Revenue

$313,573

Expenses

$139,362

Net Income

$174,211

Net Assets

$1,932,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,837	12.1%
Sales of Assets	$275,736	87.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,261	79.8%
Compensation of Officers*	$27,968	20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,932,769
Total Liabilities	$0
Net Assets	$1,932,769

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$27,968	$0

990-PF

Filed on Feb. 2, 2017

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

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Fiscal Year Ending Sept.
2015

Revenue

$253,507

Expenses

$145,936

Net Income

$107,571

Net Assets

$1,758,558

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,009	17.8%
Sales of Assets	$208,498	82.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$116,984	80.2%
Compensation of Officers*	$28,588	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,758,558
Total Liabilities	$0
Net Assets	$1,758,558

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$28,588	$0

990-PF

Filed on Jan. 15, 2016

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

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Fiscal Year Ending Sept.
2014

Revenue

$141,110

Expenses

$131,055

Net Income

$10,055

Net Assets

$1,645,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,967	28.3%
Sales of Assets	$101,143	71.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,304	77.3%
Compensation of Officers*	$28,364	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	$1,645,987
Total Liabilities	$0
Net Assets	$1,645,987

Compensation

Key Employees and Officers	Compensation	Other
U S Bank N A (Trustee)	$28,364	$0

990-PF

Filed on Jan. 19, 2015

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

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Fiscal Year Ending Sept.
2013

Revenue

$147,553

Expenses

$120,037

Net Income

$27,516

Net Assets

$1,635,931

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,791	29.0%
Sales of Assets	$104,762	71.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$94,149	78.4%
Compensation of Officers*	$25,836	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	$1,635,932
Total Liabilities	$1
Net Assets	$1,635,931

990-PF

Filed on Dec. 26, 2013

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

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Fiscal Year Ending Sept.
2012

Revenue

$97,494

Expenses

$120,514

Net Income

-$23,020

Net Assets

$1,608,415

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,060	37.0%
Sales of Assets	$61,434	63.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$97,108	80.6%
Compensation of Officers*	$22,744	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,608,416
Total Liabilities	$1
Net Assets	$1,608,415

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 March 23, 2026

Henry G & Norma A Peterson Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $127k (2025)

Expenses $171k (2025)

Total Assets $1.88M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Sept. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$127k (2025)

Expenses

$171k (2025)

Total Assets

$1.88M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Sept.
2025

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001