John And Dorothy Zwiebel Tr

Milwaukee, WI
Tax-exempt since May 2007
EIN: 43-6921282

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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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$10.2k (2024)

Expenses

$36.3k (2024)

Total Assets

$660k (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 Dec.
2024

Revenue

$10,184

Expenses

$36,296

Net Income

-$26,112

Net Assets

$660,322

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$722	7.1%
Dividends	$29,324	> 100%
Sales of Assets	-$19,862
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,296	100%
Compensation of Officers*	$8,629	23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$660,322
Total Liabilities	$0
Net Assets	$660,322

Compensation

Key Employees and Officers	Compensation	Other
Wintrust Private Trust Company (Trustee)	$8,629	$0
John Smith (Comm Member)	$0	$0
Rev Mary Davis (Comm Member)	$0	$0
Julie O'niell (Comm Member)	$0	$0
Commander Dennis Busch (Comm Member)	$0	$0

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990-PF

Filed on Nov. 12, 2025

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

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XML

Fiscal Year Ending Dec.
2023

Revenue

$25,545

Expenses

$33,010

Net Income

-$7,465

Net Assets

$686,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$737	2.9%
Dividends	$26,912	> 100%
Sales of Assets	-$2,104
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,010	100%
Compensation of Officers*	$5,957	18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$686,009
Total Liabilities	$0
Net Assets	$686,009

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$5,957	$0
John Smith (Comm Member)	$0	$0
Rev Mary Davis (Comm Member)	$0	$0
Julie O'niell (Comm Member)	$0	$0
Brian Shimon (Comm Member)	$0	$0
Pastor James Volkert (Comm Member)	$0	$0
Amy Levonian (Comm Member)	$0	$0
Commander Robert Brown (Comm Member)	$0	$0

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990-PF

Filed on Nov. 12, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

-$17,945

Expenses

$36,261

Net Income

-$54,206

Net Assets

$696,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$180
Dividends	$19,858
Sales of Assets	-$37,983
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,261	100%
Compensation of Officers*	$8,206	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	$696,466
Total Liabilities	$0
Net Assets	$696,466

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$8,206	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Jan Ludtke (Comm Member)	$0	$0
Patricia Hoffman (Comm Member)	$0	$0
Jane Gabrielson (Comm Member)	$0	$0

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990-PF

Filed on Nov. 7, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$61,067

Expenses

$38,659

Net Income

$22,408

Net Assets

$751,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$19,147	31.4%
Sales of Assets	$41,917	68.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,659	100%
Compensation of Officers*	$7,655	19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$751,489
Total Liabilities	$0
Net Assets	$751,489

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$7,655	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Jan Ludtke (Comm Member)	$0	$0
Patricia Hoffman (Comm Member)	$0	$0
Jane Gabrielson (Comm Member)	$0	$0

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990-PF

Filed on Nov. 15, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$6,748

Expenses

$36,476

Net Income

-$29,728

Net Assets

$728,369

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$151	2.2%
Dividends	$15,643	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,476	100%
Compensation of Officers*	$5,852	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	$728,370
Total Liabilities	$1
Net Assets	$728,369

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$5,852	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Jan Ludtke (Comm Member)	$0	$0
Patricia Hoffman (Comm Member)	$0	$0
Jane Gabrielson (Comm Member)	$0	$0

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990-PF

Filed on Nov. 5, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$28,456

Expenses

$53,772

Net Income

-$25,316

Net Assets

$757,269

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$615	2.2%
Dividends	$22,413	78.8%
Sales of Assets	$5,428	19.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$53,772	100%
Compensation of Officers*	$5,992	11.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$757,270
Total Liabilities	$1
Net Assets	$757,269

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$5,992	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Jan Ludtke (Comm Member)	$0	$0
Patricia Hoffman (Comm Member)	$0	$0
Jane Gabrielson (Comm Member)	$0	$0

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990-PF

Filed on May 20, 2020

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

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PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$32,472

Expenses

$26,812

Net Income

$5,660

Net Assets

$783,242

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$198	0.6%
Dividends	$21,801	67.1%
Sales of Assets	$10,473	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,812	100%
Compensation of Officers*	$5,991	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$783,242
Total Liabilities	$0
Net Assets	$783,242

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$5,991	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Jan Ludtke (Comm Member)	$0	$0
Patricia Hoffman (Comm Member)	$0	$0
Jane Gabrielson (Comm Member)	$0	$0

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990-PF

Filed on May 14, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$629,602

Expenses

$12,676

Net Income

$616,926

Net Assets

$778,349

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$606,689	96.4%
Interest Revenue	$47	0.0%
Dividends	$16,538	2.6%
Sales of Assets	$6,328	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,662	76.2%
Compensation of Officers*	$2,337	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$778,349
Total Liabilities	$0
Net Assets	$778,349

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$2,337	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Jan Ludtke (Comm Member)	$0	$0
Patricia Hoffman (Comm Member)	$0	$0
Bonnie Schulz (Comm Member)	$0	$0

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990-PF

Filed on May 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

-$4,369

Expenses

$8,381

Net Income

-$12,750

Net Assets

$157,581

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5
Dividends	$3,321
Sales of Assets	-$7,695
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,381	100%
Compensation of Officers*	$1,891	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	$157,581
Total Liabilities	$0
Net Assets	$157,581

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$1,891	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
David Wieters (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Priest Jason Lavann (Comm Member)	$0	$0
Scott Bourassa (Comm Member)	$0	$0
Jan Ludtke (Comm Member)	$0	$0

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990-PF

Filed on May 10, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$15,047

Expenses

$7,863

Net Income

$7,184

Net Assets

$170,078

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,038	6.9%
Dividends	$3,077	20.4%
Sales of Assets	$10,932	72.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,863	100%
Compensation of Officers*	$2,048	26.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$170,078
Total Liabilities	$0
Net Assets	$170,078

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$2,048	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
David Wieters (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Priest Jason Lavann (Comm Member)	$0	$0
Scott Bourassa (Comm Member)	$0	$0

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990-PF

Filed on May 16, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$7,839

Expenses

$9,638

Net Income

-$1,799

Net Assets

$163,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,209	15.4%
Dividends	$3,609	46.0%
Sales of Assets	$3,021	38.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,638	100%
Compensation of Officers*	$3,085	32.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$163,081
Total Liabilities	$0
Net Assets	$163,081

Compensation

Key Employees and Officers	Compensation	Other
Winstrust Wealth Management The Chicago Trust Company (Trustee)	$3,085	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
Principal Catholic Central High Sch (Comm Member)	$0	$0
James Mckusker (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Father Steven Amann (Comm Member)	$0	$0
Priest Jason Lavann (Comm Member)	$0	$0

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990-PF

Filed on May 29, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$7,909

Expenses

$9,352

Net Income

-$1,443

Net Assets

$164,980

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$31	0.4%
Dividends	$4,655	58.9%
Sales of Assets	$3,223	40.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,352	100%
Compensation of Officers*	$2,328	24.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$164,980
Total Liabilities	$0
Net Assets	$164,980

Compensation

Key Employees and Officers	Compensation	Other
Town Bank And Trust (Trustee)	$2,328	$0
John Smith (Comm Member)	$0	$0
Eric Burling (Comm Member)	$0	$0
Greg Groth (Comm Member)	$0	$0
James Mckusker (Comm Member)	$0	$0
Dennis Tully (Comm Member)	$0	$0
Father Steven Amann (Comm Member)	$0	$0
Priest Joanne Skidmore (Comm Member)	$0	$0

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990-PF

Filed on Aug. 14, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$8,446

Expenses

$13,010

Net Income

-$4,564

Net Assets

$166,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$47	0.6%
Dividends	$6,490	76.8%
Sales of Assets	$1,909	22.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,010	100%
Compensation of Officers*	$2,403	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	$166,423
Total Liabilities	$1
Net Assets	$166,422

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,814

Expenses

$12,313

Net Income

-$8,499

Net Assets

$170,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$780	20.5%
Dividends	$2,193	57.5%
Sales of Assets	$841	22.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,815	87.8%
Compensation of Officers*	$1,815	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	$170,987
Total Liabilities	$1
Net Assets	$170,986

990-PF

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

PDF

PDF (2 of 2)

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.

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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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Raw filing data. Includes EINs and summary financials as structured data.
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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.
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Updated January 26, 2026

John And Dorothy Zwiebel Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $10.2k (2024)

Expenses $36.3k (2024)

Total Assets $660k (2024)

Total Liabilities $0 (2024)

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

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$10.2k (2024)

Expenses

$36.3k (2024)

Total Assets

$660k (2024)

Total Liabilities

$0 (2024)

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