George W Holmes Article Vi Trust 58041140

Milwaukee, WI
Tax-exempt since Dec. 1973
EIN: 47-6038897

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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 / Named Trusts/Foundations N.E.C. (NTEE)

Donations to this organization are tax deductible.

Revenue

$331k (2025)

Expenses

$284k (2025)

Total Assets

$6.26M (2025)

Total Liabilities

$0 (2025)

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 March
2025

Revenue

$330,647

Expenses

$284,242

Net Income

$46,405

Net Assets

$6,262,489

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$252,350	76.3%
Sales of Assets	$77,717	23.5%
Other Income	$580	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$209,211	73.6%
Compensation of Officers*	$71,961	25.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,262,489
Total Liabilities	$0
Net Assets	$6,262,489

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$71,961	$0

990-PF

Filed on Aug. 5, 2025

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

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Fiscal Year Ending March
2024

Revenue

$324,871

Expenses

$513,570

Net Income

-$188,699

Net Assets

$6,216,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$236,630	72.8%
Sales of Assets	$84,882	26.1%
Other Income	$3,359	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$448,355	87.3%
Compensation of Officers*	$67,982	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,216,451
Total Liabilities	$0
Net Assets	$6,216,451

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$67,982	$0

990-PF

Filed on Aug. 13, 2024

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

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Fiscal Year Ending March
2023

Revenue

$222,413

Expenses

$473,287

Net Income

-$250,874

Net Assets

$6,405,165

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$154,372	69.4%
Sales of Assets	$67,809	30.5%
Other Income	$232	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$403,301	85.2%
Compensation of Officers*	$63,274	13.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,405,165
Total Liabilities	$0
Net Assets	$6,405,165

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$63,274	$0

990-PF

Filed on Aug. 9, 2023

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

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Fiscal Year Ending March
2022

Revenue

$625,217

Expenses

$512,538

Net Income

$112,679

Net Assets

$6,656,045

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$180,960	28.9%
Sales of Assets	$444,207	71.0%
Other Income	$50	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$443,196	86.5%
Compensation of Officers*	$66,407	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,656,045
Total Liabilities	$0
Net Assets	$6,656,045

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$66,407	$0

990-PF

Filed on Aug. 4, 2022

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

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Fiscal Year Ending March
2021

Revenue

$391,370

Expenses

$378,118

Net Income

$13,252

Net Assets

$6,543,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$122,795	31.4%
Sales of Assets	$267,088	68.2%
Other Income	$1,487	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$320,896	84.9%
Compensation of Officers*	$61,741	16.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,543,092
Total Liabilities	$1
Net Assets	$6,543,091

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$61,741	$0

990-PF

Filed on Aug. 2, 2021

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

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Fiscal Year Ending March
2020

Revenue

$278,280

Expenses

$437,229

Net Income

-$158,949

Net Assets

$6,530,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$166,319	59.8%
Sales of Assets	$111,961	40.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$375,377	85.9%
Compensation of Officers*	$58,203	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,530,984
Total Liabilities	$1
Net Assets	$6,530,983

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$58,203	$0

990-PF

Filed on July 29, 2020

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

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Fiscal Year Ending March
2019

Revenue

$350,506

Expenses

$394,222

Net Income

-$43,716

Net Assets

$6,689,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$147,923	42.2%
Sales of Assets	$202,583	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,493	84.6%
Compensation of Officers*	$54,904	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,689,973
Total Liabilities	$0
Net Assets	$6,689,973

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$54,904	$0

990-PF

Filed on July 29, 2019

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

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Fiscal Year Ending March
2018

Revenue

$319,629

Expenses

$420,790

Net Income

-$101,161

Net Assets

$6,733,746

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$192,096	60.1%
Sales of Assets	$127,533	39.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$363,346	86.3%
Compensation of Officers*	$52,552	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	$6,733,746
Total Liabilities	$0
Net Assets	$6,733,746

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$52,552	$0

990-PF

Filed on July 30, 2018

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

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Fiscal Year Ending March
2017

Revenue

$374,108

Expenses

$405,181

Net Income

-$31,073

Net Assets

$6,833,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$169,564	45.3%
Sales of Assets	$203,968	54.5%
Other Income	$576	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$356,410	88.0%
Compensation of Officers*	$49,997	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,833,830
Total Liabilities	$0
Net Assets	$6,833,830

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$49,997	$0

990-PF

Filed on Aug. 7, 2017

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

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Fiscal Year Ending March
2016

Revenue

-$36,697

Expenses

$380,804

Net Income

-$417,501

Net Assets

$6,864,906

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,458
Sales of Assets	-$186,155
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$329,139	86.4%
Compensation of Officers*	$48,185	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,864,906
Total Liabilities	$0
Net Assets	$6,864,906

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$48,185	$0

990-PF

Filed on Aug. 11, 2016

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

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Fiscal Year Ending March
2015

Revenue

$1,061,513

Expenses

$436,270

Net Income

$625,243

Net Assets

$7,282,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$273	0.0%
Interest Revenue	$10	0.0%
Dividends	$209,259	19.7%
Sales of Assets	$851,971	80.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$375,065	86.0%
Compensation of Officers*	$47,712	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$7,282,351
Total Liabilities	$243
Net Assets	$7,282,108

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$47,712	$0

990-PF

Filed on July 28, 2015

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

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Fiscal Year Ending March
2014

Revenue

$844,427

Expenses

$391,693

Net Income

$452,734

Net Assets

$6,656,862

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11	0.0%
Dividends	$165,603	19.6%
Sales of Assets	$676,893	80.2%
Other Income	$1,920	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$347,701	88.8%
Compensation of Officers*	$47,747	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,656,862
Total Liabilities	$0
Net Assets	$6,656,862

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$47,747	$0

990-PF

Filed on June 27, 2014

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

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Fiscal Year Ending March
2013

Revenue

$239,461

Expenses

$399,230

Net Income

-$159,769

Net Assets

$6,205,206

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$169,591	70.8%
Sales of Assets	$69,870	29.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$351,077	87.9%
Compensation of Officers*	$45,194	11.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,205,207
Total Liabilities	$1
Net Assets	$6,205,206

990-PF

Filed on Jan. 14, 2014

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

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Fiscal Year Ending March
2012

Revenue

$937,820

Expenses

$356,686

Net Income

$581,134

Net Assets

$6,364,977

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$464,826	49.6%
Interest Revenue	$0
Dividends	$146,225	15.6%
Sales of Assets	$326,769	34.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$323,971	90.8%
Compensation of Officers*	$35,774	10.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,364,978
Total Liabilities	$1
Net Assets	$6,364,977

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated January 26, 2026

George W Holmes Article Vi Trust 58041140

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $331k (2025)

Expenses $284k (2025)

Total Assets $6.26M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending March 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending March 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$331k (2025)

Expenses

$284k (2025)

Total Assets

$6.26M (2025)

Total Liabilities

$0 (2025)

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2025

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