Dean L Heffernan Tr Uw 052100 C

  • Milwaukee, WI
  • EIN: 43-6056826

Organization summary

Type of Nonprofit

Designated as a 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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$23,417
Expenses
$25,287
Net Income
-$1,870
Net Assets
$599,566
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,024
85.5%
Sales of Assets $1,978
8.4%
Other Income $1,415
6.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $16,236
64.2%
Compensation of Officers* $9,754
38.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $599,566
Total Liabilities $0
Net Assets $599,566
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Trustee) $9,754 $0

Document Links

990-PF
Filed on May 9, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$18,450
Expenses
$39,365
Net Income
-$20,915
Net Assets
$601,438
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,223
98.8%
Sales of Assets $217
1.2%
Other Income $10
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,876
70.8%
Compensation of Officers* $9,060
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 $601,438
Total Liabilities $0
Net Assets $601,438
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $9,060 $0

Document Links

990-PF
Filed on May 5, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$129,456
Expenses
$42,055
Net Income
$87,401
Net Assets
$622,351
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,029
12.4%
Sales of Assets $113,408
87.6%
Other Income $19
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,084
76.3%
Compensation of Officers* $9,761
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 $622,351
Total Liabilities $0
Net Assets $622,351
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $9,761 $0

Document Links

990-PF
Filed on May 8, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$44,631
Expenses
$40,613
Net Income
$4,018
Net Assets
$534,834
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,248
43.1%
Sales of Assets $24,683
55.3%
Other Income $700
1.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,084
74.1%
Compensation of Officers* $11,208
27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $534,834
Total Liabilities $0
Net Assets $534,834
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $11,208 $0

Document Links

990-PF
Filed on May 9, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$7,621
Expenses
$30,156
Net Income
-$22,535
Net Assets
$530,965
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $11,095
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,819
69.0%
Compensation of Officers* $10,048
33.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $530,966
Total Liabilities $1
Net Assets $530,965
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $10,048 $0

Document Links

990-PF
Filed on May 12, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,068
Expenses
$72,983
Net Income
-$46,915
Net Assets
$553,509
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,386
66.7%
Sales of Assets $8,682
33.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $56,884
77.9%
Compensation of Officers* $10,045
13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $553,510
Total Liabilities $1
Net Assets $553,509
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $10,045 $0

Document Links

990-PF
Filed on May 8, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$72,101
Expenses
$21,999
Net Income
$50,102
Net Assets
$600,427
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,184
22.4%
Sales of Assets $55,885
77.5%
Other Income $32
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $11,443
52.0%
Compensation of Officers* $10,687
48.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $600,427
Total Liabilities $0
Net Assets $600,427
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $10,687 $0

Document Links

990-PF
Filed on May 2, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$38,981
Expenses
$64,235
Net Income
-$25,254
Net Assets
$540,840
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,770
43.0%
Sales of Assets $22,211
57.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $53,283
83.0%
Compensation of Officers* $10,705
16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $540,840
Total Liabilities $0
Net Assets $540,840
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $10,705 $0

Document Links

990-PF
Filed on April 26, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$40,277
Expenses
$35,270
Net Income
$5,007
Net Assets
$575,603
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,824
39.3%
Sales of Assets $24,150
60.0%
Other Income $303
0.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $25,971
73.6%
Compensation of Officers* $10,042
28.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $575,603
Total Liabilities $0
Net Assets $575,603
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $10,042 $0

Document Links

990-PF
Filed on May 9, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$31,049
Expenses
$35,525
Net Income
-$4,476
Net Assets
$570,592
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $17,278
55.6%
Sales of Assets $13,771
44.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $14,666
41.3%
Compensation of Officers* $10,423
29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $570,592
Total Liabilities $0
Net Assets $570,592
Compensation
Key Employees and Officers Compensation Other
Us Bank National Association (Trustee) $10,423 $0

Document Links

990-PF
Filed on May 11, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$46,626
Expenses
$23,591
Net Income
$23,035
Net Assets
$575,064
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $19,372
41.5%
Sales of Assets $27,254
58.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $13,116
55.6%
Compensation of Officers* $10,616
45.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $575,064
Total Liabilities $0
Net Assets $575,064

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$101,005
Expenses
$24,925
Net Income
$76,080
Net Assets
$552,190
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $21,695
21.5%
Sales of Assets $79,310
78.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,648
62.8%
Compensation of Officers* $9,999
40.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $552,190
Total Liabilities $0
Net Assets $552,190

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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?

Contact Us

About Nonprofit Explorer

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