Hentz Charitable Tr

  • Milwaukee, WI
  • Tax-exempt since Oct. 2012
  • EIN: 45-6676590

Organization summary

Type of Nonprofit

Designated as a 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 Independent Foundations (NTEE)

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 Nov.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$47,917
Expenses
$62,501
Net Income
-$14,584
Net Assets
$736,846
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $28,595
59.7%
Sales of Assets $19,296
40.3%
Other Income $26
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $42,408
67.9%
Compensation of Officers* $21,771
34.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $736,846
Total Liabilities $0
Net Assets $736,846
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co Trustee) $14,515 $0
Donald E Buckley (Co Trustee) $3,628 $0
David Wagner (Co Trustee) $3,628 $0
Nancy L Wagner (Co Trustee) $0 $0
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Document Links

990-PF
Filed on April 2, 2025

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$17,992
Expenses
$64,412
Net Income
-$46,420
Net Assets
$751,432
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $24,112
> 100%
Sales of Assets -$8,530
Other Income $2,410
13.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,856
71.2%
Compensation of Officers* $20,419
31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $751,432
Total Liabilities $0
Net Assets $751,432
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co Trustee) $13,613 $0
Donald E Buckley (Co Trustee) $3,403 $0
David Wagner (Co Trustee) $3,403 $0
Nancy L Wagner (Co Trustee) $0 $0
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Document Links

990-PF
Filed on April 10, 2024

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$21,990
Expenses
$70,680
Net Income
-$48,690
Net Assets
$797,850
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $22,255
> 100%
Sales of Assets -$289
Other Income $24
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $45,444
64.3%
Compensation of Officers* $22,652
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 $797,850
Total Liabilities $0
Net Assets $797,850
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co Trustee) $15,102 $0
Donald E Buckley (Co Trustee) $3,775 $0
David Wagner (Co Trustee) $3,775 $0
Nancy L Wagner (Co Trustee) $0 $0
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Document Links

990-PF
Filed on April 14, 2023

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$608,657
Expenses
$48,541
Net Income
$560,116
Net Assets
$846,539
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $411,131
67.5%
Interest Revenue $0
Dividends $16,306
2.7%
Sales of Assets $181,198
29.8%
Other Income $22
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,183
58.1%
Compensation of Officers* $22,054
45.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $846,539
Total Liabilities $0
Net Assets $846,539
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co Trustee) $14,702 $0
Donald E Buckley (Co Trustee) $3,676 $0
David Wagner (Co Trustee) $3,676 $0
Nancy L Wagner (Co Trustee) $0 $0
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Document Links

990-PF
Filed on Oct. 13, 2022

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,573
Expenses
$39,748
Net Income
-$12,175
Net Assets
$475,157
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,173
44.1%
Sales of Assets $15,400
55.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,353
68.8%
Compensation of Officers* $13,338
33.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $475,158
Total Liabilities $1
Net Assets $475,157
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co Trustee) $8,892 $0
Donald E Buckley (Co Trustee) $2,223 $0
David Wagner (Co Trustee) $2,223 $0
Nancy L Wagner (Co Trustee) $0 $0
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Document Links

990-PF
Filed on March 30, 2021

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

View Filing
XML

Fiscal Year Ending Nov.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$35,997
Expenses
$40,424
Net Income
-$4,427
Net Assets
$487,540
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,318
42.6%
Sales of Assets $20,679
57.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $28,193
69.7%
Compensation of Officers* $12,824
31.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $487,541
Total Liabilities $1
Net Assets $487,540
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co Trustee) $8,674 $0
Donald E Buckley (Co Trustee) $2,168 $0
David Wagner (Co Trustee) $1,462 $0
Nancy L Wagner (Co Trustee) $520 $0
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Document Links

990-PF
Filed on April 1, 2020

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,468
Expenses
$41,542
Net Income
-$7,074
Net Assets
$491,968
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,402
44.7%
Sales of Assets $18,670
54.2%
Other Income $396
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $29,276
70.5%
Compensation of Officers* $13,447
32.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $491,968
Total Liabilities $0
Net Assets $491,968
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co Trustee) $8,965 $0
Nancy L Wagner (Co Trustee) $2,241 $0
Donald E Buckley (Co Trustee) $2,241 $0

Document Links

990-PF
Filed on Feb. 22, 2019

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,029
Expenses
$36,902
Net Income
-$20,873
Net Assets
$499,044
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,922
80.6%
Sales of Assets $3,107
19.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $24,988
67.7%
Compensation of Officers* $12,940
35.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $499,044
Total Liabilities $0
Net Assets $499,044
Compensation
Key Employees and Officers Compensation Other
Us Bank Na (Co Trustee) $8,626 $0
Nancy L Wagner (Co Trustee) $2,157 $0
Donald E Buckley (Co Trustee) $2,157 $0

Document Links

990-PF
Filed on March 1, 2018

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

View Filing
PDF XML

Fiscal Year Ending Nov.
2016

No Extracted Financial Data

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

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Nov.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$26,475
Expenses
$42,668
Net Income
-$16,193
Net Assets
$539,146
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $16,373
61.8%
Sales of Assets $10,102
38.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,028
70.4%
Compensation of Officers* $13,614
31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $539,146
Total Liabilities $0
Net Assets $539,146

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Nov.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,248
Expenses
$45,571
Net Income
$16,677
Net Assets
$555,378
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,220
22.8%
Sales of Assets $47,782
76.8%
Other Income $246
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,230
68.5%
Compensation of Officers* $14,383
31.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $555,378
Total Liabilities $0
Net Assets $555,378

Document Links

990-PF

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

PDF

Fiscal Year Ending Nov.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,005
Expenses
$39,398
Net Income
-$19,393
Net Assets
$538,941
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,508
77.5%
Sales of Assets $4,497
22.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $26,542
67.4%
Compensation of Officers* $13,770
35.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $538,941
Total Liabilities $0
Net Assets $538,941

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$571,707
Expenses
$12,810
Net Income
$558,897
Net Assets
$558,282
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $528,017
92.4%
Interest Revenue $0
Dividends $17,073
3.0%
Sales of Assets $26,617
4.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,968
15.4%
Compensation of Officers* $11,177
87.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $558,282
Total Liabilities $0
Net Assets $558,282

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Nov.
2012

No Extracted Financial Data

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

Document Links

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.

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.
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  • 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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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.

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