Charolette Anita Young Hoerner Tr 08765344

Milwaukee, WI
EIN: 43-6419341

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 Dec.
2024

Revenue

$21,415

Expenses

$42,222

Net Income

-$20,807

Net Assets

$453,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,790	78.4%
Sales of Assets	$2,217	10.4%
Other Income	$2,408	11.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,129	78.5%
Compensation of Officers*	$8,930	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$453,772
Total Liabilities	$0
Net Assets	$453,772

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$8,930	$0

990-PF

Filed on May 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$19,831

Expenses

$35,893

Net Income

-$16,062

Net Assets

$474,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,665	79.0%
Sales of Assets	$3,927	19.8%
Other Income	$239	1.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,730	71.7%
Compensation of Officers*	$8,126	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	$474,581
Total Liabilities	$0
Net Assets	$474,581

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$8,126	$0

990-PF

Filed on May 5, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$25,894

Expenses

$13,365

Net Income

$12,529

Net Assets

$491,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,477	44.3%
Sales of Assets	$14,348	55.4%
Other Income	$69	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,483	41.0%
Compensation of Officers*	$8,471	63.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$491,093
Total Liabilities	$0
Net Assets	$491,093

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,471	$0

990-PF

Filed on May 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$24,361

Expenses

$34,093

Net Income

-$9,732

Net Assets

$478,121

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,904	44.8%
Sales of Assets	$13,457	55.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,949	73.2%
Compensation of Officers*	$9,357	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$478,121
Total Liabilities	$0
Net Assets	$478,121

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$9,357	$0

990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$45,570

Expenses

$31,951

Net Income

$13,619

Net Assets

$487,853

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,652	25.6%
Sales of Assets	$33,918	74.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,248	75.9%
Compensation of Officers*	$7,880	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$487,854
Total Liabilities	$1
Net Assets	$487,853

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,880	$0

990-PF

Filed on May 12, 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

$54,519

Expenses

$37,703

Net Income

$16,816

Net Assets

$474,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,137	22.3%
Sales of Assets	$42,382	77.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,131	79.9%
Compensation of Officers*	$7,733	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	$474,235
Total Liabilities	$1
Net Assets	$474,234

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,733	$0

990-PF

Filed on July 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$192,289

Expenses

$25,368

Net Income

$166,921

Net Assets

$457,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$163,791	85.2%
Interest Revenue	$0
Dividends	$10,980	5.7%
Sales of Assets	$17,518	9.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,561	69.2%
Compensation of Officers*	$7,521	29.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$457,432
Total Liabilities	$0
Net Assets	$457,432

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$7,521	$0

990-PF

Filed on May 7, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$25,829

Expenses

$23,240

Net Income

$2,589

Net Assets

$336,791

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,190	31.7%
Sales of Assets	$17,639	68.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,187	78.3%
Compensation of Officers*	$5,437	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	$336,791
Total Liabilities	$0
Net Assets	$336,791

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,437	$0

990-PF

Filed on April 28, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$6,022

Expenses

$41,933

Net Income

-$35,911

Net Assets

$334,240

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,640	> 100%
Sales of Assets	-$2,009
Other Income	$391	6.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,083	88.4%
Compensation of Officers*	$5,227	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$334,240
Total Liabilities	$0
Net Assets	$334,240

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,227	$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

$10,459

Expenses

$25,537

Net Income

-$15,078

Net Assets

$370,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,114	77.6%
Sales of Assets	$2,345	22.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,286	79.4%
Compensation of Officers*	$5,656	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	$370,198
Total Liabilities	$0
Net Assets	$370,198

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,656	$0

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$30,901

Expenses

$24,970

Net Income

$5,931

Net Assets

$385,249

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,625	31.1%
Sales of Assets	$21,276	68.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,891	75.7%
Compensation of Officers*	$5,910	23.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$385,249
Total Liabilities	$0
Net Assets	$385,249

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$55,990

Expenses

$27,302

Net Income

$28,688

Net Assets

$379,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,142	16.3%
Sales of Assets	$46,848	83.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,261	70.5%
Compensation of Officers*	$5,766	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$379,451
Total Liabilities	$0
Net Assets	$379,451

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,766	$0

990-PF

Filed on May 1, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$20,807

Expenses

$24,831

Net Income

-$4,024

Net Assets

$350,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,627	51.1%
Sales of Assets	$10,163	48.8%
Other Income	$17	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,090	76.9%
Compensation of Officers*	$5,426	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	$350,766
Total Liabilities	$1
Net Assets	$350,765

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$14,089

Expenses

$24,057

Net Income

-$9,968

Net Assets

$354,787

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,381	52.4%
Sales of Assets	$6,437	45.7%
Other Income	$271	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,581	77.2%
Compensation of Officers*	$5,140	21.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$354,788
Total Liabilities	$1
Net Assets	$354,787

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

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 »

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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.

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Updated May 27, 2026

Charolette Anita Young Hoerner Tr 08765344

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

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

990-PF

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