Joseph W Martino Trust Ulwt

Milwaukee, WI
EIN: 43-6274479

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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

$73.3k (2024)

Expenses

$50k (2024)

Total Assets

$563k (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Nov.
2024

Revenue

$73,341

Expenses

$49,996

Net Income

$23,345

Net Assets

$562,808

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,110	28.8%
Sales of Assets	$51,706	70.5%
Other Income	$525	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,023	80.1%
Compensation of Officers*	$10,770	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	$562,808
Total Liabilities	$0
Net Assets	$562,808

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$10,770	$0

990-PF

Filed on April 9, 2025

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

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XML

Fiscal Year Ending Nov.
2023

Revenue

$30,581

Expenses

$55,905

Net Income

-$25,324

Net Assets

$539,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,450	66.9%
Sales of Assets	$10,117	33.1%
Other Income	$14	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,829	80.2%
Compensation of Officers*	$10,249	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	$539,463
Total Liabilities	$0
Net Assets	$539,463

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$10,249	$0

990-PF

Filed on April 10, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$89,824

Expenses

$60,730

Net Income

$29,094

Net Assets

$560,293

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$19,336	21.5%
Sales of Assets	$70,475	78.5%
Other Income	$13	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$49,608	81.7%
Compensation of Officers*	$11,235	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$560,293
Total Liabilities	$0
Net Assets	$560,293

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$11,235	$0

990-PF

Filed on April 14, 2023

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2021

Revenue

$55,518

Expenses

$49,890

Net Income

$5,628

Net Assets

$531,202

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,018	30.7%
Sales of Assets	$28,642	51.6%
Other Income	$9,858	17.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,226	76.6%
Compensation of Officers*	$12,680	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$531,202
Total Liabilities	$0
Net Assets	$531,202

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$12,680	$0

990-PF

Filed on April 8, 2022

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

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XML

Fiscal Year Ending Nov.
2020

Revenue

$20,803

Expenses

$41,077

Net Income

-$20,274

Net Assets

$525,575

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,619	99.1%
Sales of Assets	$184	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,382	74.0%
Compensation of Officers*	$11,333	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	$525,576
Total Liabilities	$1
Net Assets	$525,575

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$11,333	$0

990-PF

Filed on March 30, 2021

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

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XML

Fiscal Year Ending Nov.
2019

Revenue

$27,737

Expenses

$52,011

Net Income

-$24,274

Net Assets

$545,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,768	74.9%
Sales of Assets	$6,969	25.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,641	78.1%
Compensation of Officers*	$11,505	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$545,871
Total Liabilities	$1
Net Assets	$545,870

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$11,505	$0

990-PF

Filed on April 1, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$30,695

Expenses

$51,258

Net Income

-$20,563

Net Assets

$569,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,638	67.2%
Sales of Assets	$10,057	32.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,840	77.7%
Compensation of Officers*	$12,359	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$569,797
Total Liabilities	$0
Net Assets	$569,797

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$12,359	$0

990-PF

Filed on Feb. 22, 2019

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

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Fiscal Year Ending Nov.
2017

Revenue

$23,306

Expenses

$54,439

Net Income

-$31,133

Net Assets

$590,355

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,668	80.1%
Sales of Assets	-$4,074
Other Income	$8,712	37.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,468	79.8%
Compensation of Officers*	$11,922	21.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$590,355
Total Liabilities	$0
Net Assets	$590,355

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Trustee)	$11,922	$0

990-PF

Filed on April 9, 2018

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

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PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$27,120

Expenses

$54,954

Net Income

-$27,834

Net Assets

$621,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$17,594	64.9%
Sales of Assets	$5,726	21.1%
Other Income	$3,800	14.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,631	81.2%
Compensation of Officers*	$10,444	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$621,485
Total Liabilities	$0
Net Assets	$621,485

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$10,444	$0

990-PF

Filed on Feb. 27, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$64,405

Expenses

$51,661

Net Income

$12,744

Net Assets

$649,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,519	31.9%
Dividends	$0
Sales of Assets	$43,748	67.9%
Other Income	$138	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,164	81.6%
Compensation of Officers*	$10,037	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$649,536
Total Liabilities	$0
Net Assets	$649,536

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,037	$0

990-PF

Filed on April 8, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2014

Revenue

$42,471

Expenses

$63,040

Net Income

-$20,569

Net Assets

$636,116

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,333	47.9%
Sales of Assets	$22,138	52.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,152	90.7%
Compensation of Officers*	$9,248	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$636,116
Total Liabilities	$0
Net Assets	$636,116

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$9,248	$0

990-PF

Filed on April 14, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$58,957

Expenses

$27,804

Net Income

$31,153

Net Assets

$652,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,368	36.2%
Sales of Assets	$37,589	63.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,336	80.3%
Compensation of Officers*	$8,953	32.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$652,584
Total Liabilities	$0
Net Assets	$652,584

990-PF

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

PDF

Fiscal Year Ending Nov.
2012

Revenue

$29,853

Expenses

$42,499

Net Income

-$12,646

Net Assets

$621,403

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,171	70.9%
Sales of Assets	$8,557	28.7%
Other Income	$125	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,462	88.1%
Compensation of Officers*	$8,827	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	$621,403
Total Liabilities	$0
Net Assets	$621,403

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$36,197

Expenses

$53,864

Net Income

-$17,667

Net Assets

$633,970

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,684	51.6%
Sales of Assets	$17,493	48.3%
Other Income	$20	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,004	89.1%
Compensation of Officers*	$10,011	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$633,970
Total Liabilities	$0
Net Assets	$633,970

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.

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Types of Nonprofits

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Updated March 23, 2026

Joseph W Martino Trust Ulwt

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $73.3k (2024)

Expenses $50k (2024)

Total Assets $563k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$73.3k (2024)

Expenses

$50k (2024)

Total Assets

$563k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

Fiscal Year Ending Nov.
2023

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2022

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2021

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2020

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2019

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2018

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2017

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2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

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2011

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2010

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2009

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