Harry W Castlen Tr Ua No 799541

Mercantile Trust Co Na

Milwaukee, WI
Tax-exempt since Sept. 1988
EIN: 43-6029856

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.

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

$148,523

Expenses

$92,513

Net Income

$56,010

Net Assets

$1,072,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,505	32.0%
Sales of Assets	$100,529	67.7%
Other Income	$489	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,916	75.6%
Compensation of Officers*	$24,164	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	$1,072,977
Total Liabilities	$0
Net Assets	$1,072,977

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$24,164	$0

990-PF

Filed on May 9, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$99,934

Expenses

$98,978

Net Income

$956

Net Assets

$1,016,969

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,178	46.2%
Sales of Assets	$53,722	53.8%
Other Income	$34	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,796	74.6%
Compensation of Officers*	$22,959	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	$1,016,969
Total Liabilities	$0
Net Assets	$1,016,969

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$22,959	$0

990-PF

Filed on May 5, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$210,574

Expenses

$106,413

Net Income

$104,161

Net Assets

$1,016,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,847	17.0%
Sales of Assets	$174,701	83.0%
Other Income	$26	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,489	76.6%
Compensation of Officers*	$23,223	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,016,012
Total Liabilities	$0
Net Assets	$1,016,012

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$23,223	$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

$161,913

Expenses

$91,774

Net Income

$70,139

Net Assets

$911,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,386	24.9%
Sales of Assets	$121,526	75.1%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,044	75.2%
Compensation of Officers*	$24,721	26.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$911,853
Total Liabilities	$0
Net Assets	$911,853

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$24,721	$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

$42,615

Expenses

$23,388

Net Income

$19,227

Net Assets

$841,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,450	76.1%
Sales of Assets	$10,165	23.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,602	15.4%
Compensation of Officers*	$21,018	89.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$841,718
Total Liabilities	$1
Net Assets	$841,717

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$21,018	$0

990-PF

Filed on May 8, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$70,534

Expenses

$94,473

Net Income

-$23,939

Net Assets

$822,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,748	62.0%
Sales of Assets	$26,786	38.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,215	78.6%
Compensation of Officers*	$21,349	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	$822,524
Total Liabilities	$1
Net Assets	$822,523

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$21,349	$0

990-PF

Filed on July 7, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$63,879

Expenses

$93,130

Net Income

-$29,251

Net Assets

$846,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,445	64.9%
Sales of Assets	$22,434	35.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,634	76.9%
Compensation of Officers*	$21,881	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	$846,746
Total Liabilities	$0
Net Assets	$846,746

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Corp Trustee)	$21,881	$0

990-PF

Filed on May 2, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$43,233

Expenses

$82,680

Net Income

-$39,447

Net Assets

$875,959

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,438	> 100%
Sales of Assets	-$4,205
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,665	78.2%
Compensation of Officers*	$19,319	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	$875,959
Total Liabilities	$0
Net Assets	$875,959

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Corp Trustee)	$19,319	$0

990-PF

Filed on April 28, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$45,399

Expenses

$87,494

Net Income

-$42,095

Net Assets

$915,388

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,530	87.1%
Sales of Assets	$4,061	8.9%
Other Income	$1,808	4.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,132	81.3%
Compensation of Officers*	$17,904	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	$915,388
Total Liabilities	$0
Net Assets	$915,388

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Corp Trustee)	$17,904	$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

$68,996

Expenses

$97,167

Net Income

-$28,171

Net Assets

$957,578

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,204	59.7%
Sales of Assets	$27,792	40.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$75,703	77.9%
Compensation of Officers*	$19,254	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$957,578
Total Liabilities	$0
Net Assets	$957,578

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$19,254	$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

$159,778

Expenses

$92,149

Net Income

$67,629

Net Assets

$985,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$43,036	26.9%
Sales of Assets	$116,738	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,546	76.6%
Compensation of Officers*	$20,095	21.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$985,661
Total Liabilities	$0
Net Assets	$985,661

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$20,095	$0

990-PF

Filed on May 12, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$123,522

Expenses

$83,362

Net Income

$40,160

Net Assets

$918,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,270	29.4%
Sales of Assets	$87,252	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$63,481	76.2%
Compensation of Officers*	$25,662	30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$919,452
Total Liabilities	$1,414
Net Assets	$918,038

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$25,662	$0

990-PF

Filed on April 30, 2014

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$174,659

Expenses

$92,899

Net Income

$81,760

Net Assets

$877,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,144	25.3%
Sales of Assets	$130,515	74.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,492	80.2%
Compensation of Officers*	$17,963	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$877,879
Total Liabilities	$1
Net Assets	$877,878

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$52,016

Expenses

$78,358

Net Income

-$26,342

Net Assets

$796,120

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$37,109	71.3%
Sales of Assets	$5,944	11.4%
Other Income	$8,963	17.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,745	78.8%
Compensation of Officers*	$17,638	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	$796,121
Total Liabilities	$1
Net Assets	$796,120

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 »

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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.

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Updated April 20, 2026

Harry W Castlen Tr Ua No 799541

Organization summary

Type of Nonprofit

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

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

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

Fiscal Year Ending Dec.
2001