The Ballmann Family Private Foundation

Milwaukee, WI
Tax-exempt since Feb. 1994
EIN: 43-6466750

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$2.61M (2025)

Expenses

$2.02M (2025)

Total Assets

$23.1M (2025)

Total Liabilities

$0 (2025)

Years with missing data

Source: Form 990 tax filings from 2012 to 2025

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 May
2025

Revenue

$2,608,634

Expenses

$2,021,611

Net Income

$587,023

Net Assets

$23,097,416

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$911,296	34.9%
Sales of Assets	$1,685,083	64.6%
Other Income	$12,255	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,920,355	95.0%
Compensation of Officers*	$107,400	5.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,097,416
Total Liabilities	$0
Net Assets	$23,097,416

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$107,400	$0

990-PF

Filed on Oct. 9, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2024

Revenue

$2,566,735

Expenses

$1,783,649

Net Income

$783,086

Net Assets

$22,509,406

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$820,809	32.0%
Sales of Assets	$1,740,795	67.8%
Other Income	$5,131	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,697,478	95.2%
Compensation of Officers*	$96,207	5.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$22,509,406
Total Liabilities	$0
Net Assets	$22,509,406

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$96,207	$0

990-PF

Filed on Oct. 10, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending May
2023

Revenue

$2,968,165

Expenses

$1,530,081

Net Income

$1,438,084

Net Assets

$21,709,725

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$728,366	24.5%
Sales of Assets	$2,233,623	75.3%
Other Income	$6,176	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,463,689	95.7%
Compensation of Officers*	$85,549	5.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,709,725
Total Liabilities	$0
Net Assets	$21,709,725

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$85,549	$0

990-PF

Filed on April 10, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2022

Revenue

$1,609,746

Expenses

$1,973,990

Net Income

-$364,244

Net Assets

$20,251,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$657,152	40.8%
Sales of Assets	$920,891	57.2%
Other Income	$31,703	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,917,460	97.1%
Compensation of Officers*	$95,139	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,251,829
Total Liabilities	$0
Net Assets	$20,251,829

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$95,139	$0

990-PF

Filed on Oct. 13, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2021

Revenue

$3,039,322

Expenses

$1,792,026

Net Income

$1,247,296

Net Assets

$20,624,701

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$586,751	19.3%
Sales of Assets	$2,397,691	78.9%
Other Income	$54,880	1.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,643,283	91.7%
Compensation of Officers*	$82,986	4.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,624,702
Total Liabilities	$1
Net Assets	$20,624,701

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$82,986	$0

990-PF

Filed on Oct. 7, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2020

Revenue

$351,596

Expenses

$1,972,245

Net Income

-$1,620,649

Net Assets

$19,382,556

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$703,393	> 100%
Sales of Assets	$0
Other Income	$78,942	22.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,833,329	93.0%
Compensation of Officers*	$177,871	9.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,382,557
Total Liabilities	$1
Net Assets	$19,382,556

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$177,871	$0

990-PF

Filed on Oct. 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2019

Revenue

$2,033,667

Expenses

$2,000,126

Net Income

$33,541

Net Assets

$21,058,144

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$644,914	31.7%
Sales of Assets	$1,376,171	67.7%
Other Income	$12,582	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,858,607	92.9%
Compensation of Officers*	$127,636	6.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,058,145
Total Liabilities	$1
Net Assets	$21,058,144

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$127,636	$0

990-PF

Filed on April 1, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending May
2018

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

PDF

Fiscal Year Ending May
2017

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

PDF

Fiscal Year Ending May
2016

Revenue

$802,277

Expenses

$1,664,207

Net Income

-$861,930

Net Assets

$20,654,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$582,704	72.6%
Sales of Assets	$194,956	24.3%
Other Income	$24,617	3.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,501,088	90.2%
Compensation of Officers*	$280,925	16.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,654,503
Total Liabilities	$0
Net Assets	$20,654,503

990-PF

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

PDF

Fiscal Year Ending May
2015

Revenue

$1,554,321

Expenses

$1,757,064

Net Income

-$202,743

Net Assets

$21,519,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$639,583	41.1%
Sales of Assets	$907,330	58.4%
Other Income	$7,408	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,596,205	90.8%
Compensation of Officers*	$281,631	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,519,011
Total Liabilities	$0
Net Assets	$21,519,011

990-PF

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

PDF

Fiscal Year Ending May
2014

Revenue

$287,867

Expenses

$1,686,558

Net Income

-$1,398,691

Net Assets

$21,927,641

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$646,201	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,534,672	91.0%
Compensation of Officers*	$245,867	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$21,927,641
Total Liabilities	$0
Net Assets	$21,927,641

990-PF

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

PDF

Fiscal Year Ending May
2013

Revenue

$884,822

Expenses

$1,565,533

Net Income

-$680,711

Net Assets

$23,353,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$801,135	90.5%
Sales of Assets	$83,687	9.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,452,320	92.8%
Compensation of Officers*	$190,087	12.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$23,353,809
Total Liabilities	$0
Net Assets	$23,353,809

990-PF

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

PDF

Fiscal Year Ending May
2012

Revenue

$1,310,282

Expenses

$1,431,543

Net Income

-$121,261

Net Assets

$24,037,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$677,829	51.7%
Sales of Assets	$632,453	48.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,347,824	94.2%
Compensation of Officers*	$115,602	8.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$24,037,860
Total Liabilities	$0
Net Assets	$24,037,860

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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The Ballmann Family Private Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.61M (2025)

Expenses $2.02M (2025)

Total Assets $23.1M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending May 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending May 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending May 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending May 2012

Revenue

$2.61M (2025)

Expenses

$2.02M (2025)

Total Assets

$23.1M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending May
2025

Fiscal Year Ending May
2024

Fiscal Year Ending May
2023

Fiscal Year Ending May
2022

Fiscal Year Ending May
2021

Fiscal Year Ending May
2020

Fiscal Year Ending May
2019

Fiscal Year Ending May
2018

Fiscal Year Ending May
2017

Fiscal Year Ending May
2016

Fiscal Year Ending May
2015

Fiscal Year Ending May
2014

Fiscal Year Ending May
2013

Fiscal Year Ending May
2012

Fiscal Year Ending May
2011

Fiscal Year Ending May
2010

Fiscal Year Ending May
2009

Fiscal Year Ending May
2008

Fiscal Year Ending May
2007

Fiscal Year Ending May
2006

Fiscal Year Ending May
2005

Fiscal Year Ending May
2004

Fiscal Year Ending May
2003

Fiscal Year Ending May
2002