Lottie C Hardy Trust

Milwaukee, WI
Tax-exempt since Sept. 1994
EIN: 43-6239401

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.

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 Jan.
2025

Revenue

$298,669

Expenses

$215,539

Net Income

$83,130

Net Assets

$3,219,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,367	30.3%
Sales of Assets	$197,446	66.1%
Other Income	$32	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,616	74.5%
Compensation of Officers*	$53,361	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,219,605
Total Liabilities	$0
Net Assets	$3,219,605

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$53,361	$0

990-PF

Filed on Dec. 8, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2024

Revenue

$176,758

Expenses

$210,680

Net Income

-$33,922

Net Assets

$3,136,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,852	44.6%
Sales of Assets	$83,402	47.2%
Other Income	$246	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,332	76.1%
Compensation of Officers*	$50,517	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,136,466
Total Liabilities	$0
Net Assets	$3,136,466

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$50,517	$0

990-PF

Filed on June 11, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2023

Revenue

$113,266

Expenses

$248,029

Net Income

-$134,763

Net Assets

$3,169,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,899	52.9%
Sales of Assets	$16,849	14.9%
Other Income	$21	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$191,474	77.2%
Compensation of Officers*	$51,940	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,169,135
Total Liabilities	$0
Net Assets	$3,169,135

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$51,940	$0

990-PF

Filed on May 30, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2022

Revenue

$197,768

Expenses

$163,857

Net Income

$33,911

Net Assets

$3,305,250

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,032	35.4%
Sales of Assets	$99,126	50.1%
Other Income	$8,909	4.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,705	67.6%
Compensation of Officers*	$54,252	33.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,305,250
Total Liabilities	$0
Net Assets	$3,305,250

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$54,252	$0

990-PF

Filed on June 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2021

Revenue

$69,440

Expenses

$74,935

Net Income

-$5,495

Net Assets

$3,262,873

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$62,903	90.6%
Sales of Assets	$0
Other Income	$3,292	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,009	13.4%
Compensation of Officers*	$47,291	63.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,262,874
Total Liabilities	$1
Net Assets	$3,262,873

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$47,291	$0

990-PF

Filed on June 7, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Jan.
2020

Revenue

$545,703

Expenses

$204,820

Net Income

$340,883

Net Assets

$3,266,477

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$85,293	15.6%
Sales of Assets	$427,954	78.4%
Other Income	$8,788	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$155,026	75.7%
Compensation of Officers*	$47,460	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	$3,266,478
Total Liabilities	$1
Net Assets	$3,266,477

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$47,460	$0

990-PF

Filed on June 30, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2019

Revenue

$173,436

Expenses

$234,582

Net Income

-$61,146

Net Assets

$2,926,186

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,513	44.1%
Sales of Assets	$66,840	38.5%
Other Income	$344	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$165,064	70.4%
Compensation of Officers*	$47,838	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,926,186
Total Liabilities	$0
Net Assets	$2,926,186

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$47,838	$0

990-PF

Filed on June 6, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2018

Revenue

$692,576

Expenses

$216,391

Net Income

$476,185

Net Assets

$2,990,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,743	13.8%
Sales of Assets	$569,331	82.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$164,795	76.2%
Compensation of Officers*	$45,155	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,990,973
Total Liabilities	$0
Net Assets	$2,990,973

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$45,155	$0

990-PF

Filed on June 7, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2017

Revenue

$76,671

Expenses

$208,153

Net Income

-$131,482

Net Assets

$2,518,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,002	> 100%
Sales of Assets	-$29,623
Other Income	$433	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,584	77.1%
Compensation of Officers*	$43,045	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	$2,518,876
Total Liabilities	$0
Net Assets	$2,518,876

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$43,045	$0

990-PF

Filed on Dec. 6, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2016

Revenue

$172,958

Expenses

$224,124

Net Income

-$51,166

Net Assets

$2,646,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,758	51.3%
Sales of Assets	$50,906	29.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,095	76.8%
Compensation of Officers*	$48,151	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	$2,646,344
Total Liabilities	$0
Net Assets	$2,646,344

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$48,151	$0

990-PF

Filed on June 8, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2015

Revenue

$227,515

Expenses

$399,511

Net Income

-$171,996

Net Assets

$2,698,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,827	44.8%
Sales of Assets	$70,587	31.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$341,389	85.5%
Compensation of Officers*	$51,089	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,698,045
Total Liabilities	$0
Net Assets	$2,698,045

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$51,089	$0

990-PF

Filed on June 2, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Jan.
2014

Revenue

$324,064

Expenses

$76,546

Net Income

$247,518

Net Assets

$2,870,680

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$96,454	29.8%
Sales of Assets	$164,646	50.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,275	13.4%
Compensation of Officers*	$49,950	65.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,870,680
Total Liabilities	$0
Net Assets	$2,870,680

990-PF

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

PDF

Fiscal Year Ending Jan.
2013

Revenue

$167,820

Expenses

$231,039

Net Income

-$63,219

Net Assets

$2,625,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$87,166	51.9%
Sales of Assets	$12,210	7.3%
Other Income	$317	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$167,758	72.6%
Compensation of Officers*	$47,775	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	$2,625,235
Total Liabilities	$0
Net Assets	$2,625,235

990-PF

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

PDF

Fiscal Year Ending Jan.
2012

Revenue

$196,566

Expenses

$230,858

Net Income

-$34,292

Net Assets

$2,688,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,839	39.6%
Sales of Assets	$18,047	9.2%
Other Income	$264	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,511	69.1%
Compensation of Officers*	$42,312	18.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,688,479
Total Liabilities	$0
Net Assets	$2,688,479

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?

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 April 20, 2026

Lottie C Hardy Trust

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Jan. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Jan. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Jan.
2025

Fiscal Year Ending Jan.
2024

Fiscal Year Ending Jan.
2023

Fiscal Year Ending Jan.
2022

Fiscal Year Ending Jan.
2021

Fiscal Year Ending Jan.
2020

Fiscal Year Ending Jan.
2019

Fiscal Year Ending Jan.
2018

Fiscal Year Ending Jan.
2017

Fiscal Year Ending Jan.
2016

Fiscal Year Ending Jan.
2015

Fiscal Year Ending Jan.
2014

Fiscal Year Ending Jan.
2013

Fiscal Year Ending Jan.
2012

Fiscal Year Ending Jan.
2011

Fiscal Year Ending Jan.
2010

Fiscal Year Ending Jan.
2009

Fiscal Year Ending Jan.
2008

Fiscal Year Ending Jan.
2007

Fiscal Year Ending Jan.
2006

Fiscal Year Ending Jan.
2005

Fiscal Year Ending Jan.
2004

Fiscal Year Ending Jan.
2003

Fiscal Year Ending Jan.
2002