Laurence And Lydia Baltes Charitable Trust A

Milwaukee, WI
Tax-exempt since Nov. 1991
EIN: 47-6164455

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.

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 Dec.
2024

Revenue

$25,629

Expenses

$39,354

Net Income

-$13,725

Net Assets

$648,797

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,666	80.6%
Sales of Assets	$3,627	14.2%
Other Income	$1,336	5.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,590	80.3%
Compensation of Officers*	$9,324	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	$648,797
Total Liabilities	$0
Net Assets	$648,797

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$9,324	$0

990-PF

Filed on Oct. 2, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$16,337

Expenses

$41,832

Net Income

-$25,495

Net Assets

$662,986

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$18,503	> 100%
Sales of Assets	-$2,166
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,885	76.2%
Compensation of Officers*	$8,558	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	$662,986
Total Liabilities	$0
Net Assets	$662,986

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Wealth Management (Trustee)	$8,558	$0

990-PF

Filed on March 30, 2024

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$125,814

Expenses

$45,859

Net Income

$79,955

Net Assets

$688,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,483	11.5%
Sales of Assets	$111,331	88.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,230	74.6%
Compensation of Officers*	$9,166	20.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$688,481
Total Liabilities	$0
Net Assets	$688,481

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Wealth Management (Trustee)	$9,166	$0

990-PF

Filed on May 4, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$129,641

Expenses

$42,704

Net Income

$86,937

Net Assets

$608,526

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,300	11.8%
Sales of Assets	$114,341	88.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,430	78.3%
Compensation of Officers*	$10,324	24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$608,526
Total Liabilities	$0
Net Assets	$608,526

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$10,324	$0

990-PF

Filed on May 16, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$18,500

Expenses

$37,568

Net Income

-$19,068

Net Assets

$521,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,621	62.8%
Sales of Assets	$6,879	37.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,863	79.5%
Compensation of Officers*	$8,597	22.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$521,589
Total Liabilities	$1
Net Assets	$521,588

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$8,597	$0
Panhandle Shrine Club (Trustee)	$0	$0

990-PF

Filed on May 17, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$12,021

Expenses

$39,121

Net Income

-$27,100

Net Assets

$540,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,607	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,540	75.5%
Compensation of Officers*	$8,488	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$540,657
Total Liabilities	$1
Net Assets	$540,656

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$8,488	$0
Panhandle Shrine Club (Trustee)	$0	$0

990-PF

Filed on May 19, 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

$34,418

Expenses

$37,988

Net Income

-$3,570

Net Assets

$567,757

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,173	41.2%
Sales of Assets	$20,245	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,485	77.6%
Compensation of Officers*	$8,654	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$567,757
Total Liabilities	$0
Net Assets	$567,757

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$8,654	$0
Panhandle Shrine Club (Trustee)	$0	$0

990-PF

Filed on May 15, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$22,172

Expenses

$35,763

Net Income

-$13,591

Net Assets

$571,327

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,251	68.8%
Sales of Assets	$6,921	31.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,058	78.5%
Compensation of Officers*	$8,209	23.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$571,327
Total Liabilities	$0
Net Assets	$571,327

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$15,252	$0
Panhandle Shrine Club (Trustee)	$0	$0

990-PF

Filed on May 10, 2018

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

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PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$6,800

Expenses

$35,892

Net Income

-$29,092

Net Assets

$584,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,260	> 100%
Sales of Assets	-$7,460
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,768	80.2%
Compensation of Officers*	$7,557	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	$584,918
Total Liabilities	$0
Net Assets	$584,918

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$7,557	$0
Panhandle Shrine Club (Trustee)	$0	$0

990-PF

Filed on April 27, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$29,829

Expenses

$36,163

Net Income

-$6,334

Net Assets

$614,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,457	45.1%
Sales of Assets	$16,372	54.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,184	80.7%
Compensation of Officers*	$7,580	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$614,010
Total Liabilities	$0
Net Assets	$614,010

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$92,193

Expenses

$37,177

Net Income

$55,016

Net Assets

$620,344

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,166	16.5%
Sales of Assets	$77,027	83.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,009	80.7%
Compensation of Officers*	$7,777	20.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$620,344
Total Liabilities	$0
Net Assets	$620,344

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Trustee)	$7,777	$0
Panhandle Shrine Club (Trustee)	$0	$0

990-PF

Filed on May 7, 2015

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

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$26,111

Expenses

$36,109

Net Income

-$9,998

Net Assets

$565,328

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$14,274	54.7%
Sales of Assets	$11,837	45.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,759	76.9%
Compensation of Officers*	$7,462	20.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$565,328
Total Liabilities	$0
Net Assets	$565,328

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$43,347

Expenses

$35,008

Net Income

$8,339

Net Assets

$575,326

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,690	29.3%
Sales of Assets	$30,657	70.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,469	81.3%
Compensation of Officers*	$6,699	19.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$575,326
Total Liabilities	$0
Net Assets	$575,326

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$37,751

Expenses

$35,240

Net Income

$2,511

Net Assets

$566,987

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,769	31.2%
Sales of Assets	$25,982	68.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$29,466	83.6%
Compensation of Officers*	$6,284	17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$566,987
Total Liabilities	$0
Net Assets	$566,987

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 May 27, 2026

Laurence And Lydia Baltes Charitable Trust A

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

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

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. 2011

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

Fiscal Year Ending Dec.
2001