Gerard Swope Trust U A 1833 43

Milwaukee, WI
Tax-exempt since Jan. 1900
EIN: 43-6019071

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

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

$45,852

Expenses

$42,616

Net Income

$3,236

Net Assets

$448,103

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,834	34.5%
Sales of Assets	$30,000	65.4%
Other Income	$18	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,016	98.6%
Compensation of Officers*	$161	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$448,103
Total Liabilities	$0
Net Assets	$448,103

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$161	$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

$15,219

Expenses

$13,911

Net Income

$1,308

Net Assets

$444,869

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,281	> 100%
Sales of Assets	-$1,082
Other Income	$20	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,515	97.2%
Compensation of Officers*	$148	1.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$444,869
Total Liabilities	$0
Net Assets	$444,869

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$148	$0

990-PF

Filed on Jan. 27, 2025

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

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PDF XML

Fiscal Year Ending Sept.
2023

Revenue

$11,539

Expenses

$29,496

Net Income

-$17,957

Net Assets

$443,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,862	> 100%
Sales of Assets	-$346
Other Income	$23	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,512	96.7%
Compensation of Officers*	$125	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$443,561
Total Liabilities	$0
Net Assets	$443,561

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$125	$0

990-PF

Filed on Feb. 9, 2024

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

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PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$50,953

Expenses

$17,894

Net Income

$33,059

Net Assets

$463,116

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,730	25.0%
Sales of Assets	$38,206	75.0%
Other Income	$17	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,510	92.3%
Compensation of Officers*	$104	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$463,116
Total Liabilities	$0
Net Assets	$463,116

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$104	$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

$48,781

Expenses

$23,215

Net Income

$25,566

Net Assets

$426,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,019	18.5%
Sales of Assets	$37,660	77.2%
Other Income	$2,102	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,008	99.1%
Compensation of Officers*	$85	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$426,460
Total Liabilities	$0
Net Assets	$426,460

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$85	$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

$19,652

Expenses

$33,653

Net Income

-$14,001

Net Assets

$400,891

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,400	52.9%
Interest Revenue	$0
Dividends	$10,775	54.8%
Sales of Assets	$0
Other Income	$750	3.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,320	99.0%
Compensation of Officers*	$97	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$400,892
Total Liabilities	$1
Net Assets	$400,891

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$97	$0

990-PF

Filed on Feb. 2, 2021

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

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XML

Fiscal Year Ending Sept.
2019

Revenue

$32,683

Expenses

$32,285

Net Income

$398

Net Assets

$414,892

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$539	1.6%
Interest Revenue	$0
Dividends	$11,724	35.9%
Sales of Assets	$20,420	62.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,870	95.6%
Compensation of Officers*	$104	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$414,893
Total Liabilities	$1
Net Assets	$414,892

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$104	$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

$31,868

Expenses

$17,706

Net Income

$14,162

Net Assets

$414,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,661	17.8%
Interest Revenue	$0
Dividends	$11,774	36.9%
Sales of Assets	$14,358	45.1%
Other Income	$75	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,310	97.8%
Compensation of Officers*	$101	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$414,497
Total Liabilities	$0
Net Assets	$414,497

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$101	$0

990-PF

Filed on Jan. 10, 2019

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

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Fiscal Year Ending Sept.
2017

Revenue

$14,781

Expenses

$22,376

Net Income

-$7,595

Net Assets

$400,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,493	16.9%
Interest Revenue	$0
Dividends	$10,534	71.3%
Sales of Assets	$754	5.1%
Other Income	$1,000	6.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,869	97.7%
Compensation of Officers*	$90	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$400,335
Total Liabilities	$0
Net Assets	$400,335

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$90	$0

990-PF

Filed on Jan. 27, 2018

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

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Fiscal Year Ending Sept.
2016

Revenue

$16,243

Expenses

$14,321

Net Income

$1,922

Net Assets

$407,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$900	5.5%
Interest Revenue	$0
Dividends	$7,221	44.5%
Sales of Assets	$7,915	48.7%
Other Income	$207	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,588	87.9%
Compensation of Officers*	$77	0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$407,933
Total Liabilities	$0
Net Assets	$407,933

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$77	$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

$22,982

Expenses

$20,628

Net Income

$2,354

Net Assets

$406,007

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,183	5.1%
Interest Revenue	$1	0.0%
Dividends	$12,202	53.1%
Sales of Assets	$9,596	41.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,565	85.2%
Compensation of Officers*	$2,651	12.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$406,008
Total Liabilities	$1
Net Assets	$406,007

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$2,651	$0

990-PF

Filed on Feb. 11, 2016

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

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Fiscal Year Ending Sept.
2014

Revenue

$44,345

Expenses

$25,855

Net Income

$18,490

Net Assets

$403,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,325	7.5%
Interest Revenue	$1	0.0%
Dividends	$10,768	24.3%
Sales of Assets	$30,251	68.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,596	87.4%
Compensation of Officers*	$2,640	10.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$403,831
Total Liabilities	$178
Net Assets	$403,653

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$2,640	$0

990-PF

Filed on Feb. 12, 2015

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

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Fiscal Year Ending Sept.
2013

Revenue

$56,138

Expenses

$23,613

Net Income

$32,525

Net Assets

$385,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,530	4.5%
Interest Revenue	$0
Dividends	$12,114	21.6%
Sales of Assets	$41,494	73.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,598	91.5%
Compensation of Officers*	$2,648	11.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$385,156
Total Liabilities	$1
Net Assets	$385,155

990-PF

Filed on March 10, 2014

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

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Fiscal Year Ending Sept.
2012

Revenue

$5,509

Expenses

$23,498

Net Income

-$17,989

Net Assets

$352,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,629	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,868	97.3%
Compensation of Officers*	$83	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$352,272
Total Liabilities	$0
Net Assets	$352,272

990-PF

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

PDF

Fiscal Year Ending Sept.
2011

Revenue

$14,447

Expenses

$24,811

Net Income

-$10,364

Net Assets

$368,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,225	15.4%
Interest Revenue	$0
Dividends	$7,273	50.3%
Sales of Assets	$4,949	34.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,367	98.2%
Compensation of Officers*	$71	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$368,161
Total Liabilities	$0
Net Assets	$368,161

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 May 27, 2026

Gerard Swope Trust U A 1833 43

Organization summary

Type of Nonprofit

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

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

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