Lillian Helms Polley Trust Polley Music Reference Library

Milwaukee, WI
Tax-exempt since June 1979
EIN: 47-6188006

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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.

Donations to this organization are tax deductible.

Revenue

$300k (2025)

Expenses

$144k (2025)

Total Assets

$1.9M (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 Feb.
2025

Revenue

$300,156

Expenses

$143,782

Net Income

$156,374

Net Assets

$1,903,858

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$74,085	24.7%
Sales of Assets	$224,598	74.8%
Other Income	$1,473	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,110	79.4%
Compensation of Officers*	$31,854	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,903,858
Total Liabilities	$0
Net Assets	$1,903,858

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$31,854	$0

990-PF

Filed on July 8, 2025

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

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Fiscal Year Ending Feb.
2024

Revenue

$50,293

Expenses

$172,248

Net Income

-$121,955

Net Assets

$1,747,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$70,991	> 100%
Sales of Assets	-$20,727
Other Income	$29	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,747	81.1%
Compensation of Officers*	$29,769	17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,747,491
Total Liabilities	$0
Net Assets	$1,747,491

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$29,769	$0

990-PF

Filed on July 10, 2024

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

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Fiscal Year Ending Feb.
2023

Revenue

$214,546

Expenses

$164,938

Net Income

$49,608

Net Assets

$1,870,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,032	27.5%
Sales of Assets	$155,488	72.5%
Other Income	$26	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$137,072	83.1%
Compensation of Officers*	$29,204	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,870,232
Total Liabilities	$0
Net Assets	$1,870,232

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$29,204	$0

990-PF

Filed on June 30, 2023

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

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Fiscal Year Ending Feb.
2022

Revenue

$109,750

Expenses

$147,042

Net Income

-$37,292

Net Assets

$1,820,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,539	51.5%
Sales of Assets	$53,207	48.5%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,187	77.7%
Compensation of Officers*	$33,090	22.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,820,663
Total Liabilities	$0
Net Assets	$1,820,663

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$33,090	$0

990-PF

Filed on June 30, 2022

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

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Fiscal Year Ending Feb.
2021

Revenue

$139,625

Expenses

$133,851

Net Income

$5,774

Net Assets

$1,857,967

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,615	34.1%
Sales of Assets	$92,010	65.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,132	80.0%
Compensation of Officers*	$27,644	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	$1,857,968
Total Liabilities	$1
Net Assets	$1,857,967

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$27,644	$0

990-PF

Filed on July 2, 2021

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

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Fiscal Year Ending Feb.
2020

Revenue

$89,762

Expenses

$140,292

Net Income

-$50,530

Net Assets

$1,852,192

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,610	70.9%
Sales of Assets	$26,093	29.1%
Other Income	$59	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$115,327	82.2%
Compensation of Officers*	$26,055	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,852,193
Total Liabilities	$1
Net Assets	$1,852,192

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$26,055	$0

990-PF

Filed on June 30, 2020

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

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Fiscal Year Ending Feb.
2019

Revenue

$109,477

Expenses

$135,960

Net Income

-$26,483

Net Assets

$1,902,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,881	59.3%
Sales of Assets	$44,596	40.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$110,238	81.1%
Compensation of Officers*	$24,217	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	$1,902,715
Total Liabilities	$0
Net Assets	$1,902,715

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$24,217	$0

990-PF

Filed on June 28, 2019

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

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Fiscal Year Ending Feb.
2018

Revenue

$112,265

Expenses

$124,834

Net Income

-$12,569

Net Assets

$1,929,200

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,703	53.2%
Sales of Assets	$52,562	46.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,177	79.4%
Compensation of Officers*	$24,449	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,929,200
Total Liabilities	$0
Net Assets	$1,929,200

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$24,449	$0

990-PF

Filed on June 28, 2018

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

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Fiscal Year Ending Feb.
2017

Revenue

$156,383

Expenses

$123,426

Net Income

$32,957

Net Assets

$1,941,769

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,936	34.5%
Sales of Assets	$101,020	64.6%
Other Income	$1,427	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,600	82.3%
Compensation of Officers*	$22,472	18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,941,769
Total Liabilities	$0
Net Assets	$1,941,769

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$22,472	$0

990-PF

Filed on July 7, 2017

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

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Fiscal Year Ending Feb.
2016

Revenue

$67,042

Expenses

$121,766

Net Income

-$54,724

Net Assets

$1,908,812

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,255	73.5%
Sales of Assets	$17,787	26.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,535	81.7%
Compensation of Officers*	$20,938	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,908,812
Total Liabilities	$0
Net Assets	$1,908,812

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$20,938	$0

990-PF

Filed on July 7, 2016

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

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Fiscal Year Ending Feb.
2015

Revenue

$254,804

Expenses

$131,748

Net Income

$123,056

Net Assets

$1,965,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10	0.0%
Dividends	$62,890	24.7%
Sales of Assets	$191,904	75.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$107,567	81.6%
Compensation of Officers*	$20,294	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,965,147
Total Liabilities	$0
Net Assets	$1,965,147

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$20,294	$0

990-PF

Filed on July 6, 2015

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

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Fiscal Year Ending Feb.
2014

Revenue

$138,260

Expenses

$117,116

Net Income

$21,144

Net Assets

$1,842,090

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$56,943	41.2%
Sales of Assets	$81,312	58.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,437	84.9%
Compensation of Officers*	$20,724	17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,842,090
Total Liabilities	$0
Net Assets	$1,842,090

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corp Trustee)	$20,724	$0

990-PF

Filed on June 5, 2014

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

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Fiscal Year Ending Feb.
2013

Revenue

$82,152

Expenses

$122,683

Net Income

-$40,531

Net Assets

$1,820,944

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,680	62.9%
Sales of Assets	$30,472	37.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$105,547	86.0%
Compensation of Officers*	$18,844	15.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,820,945
Total Liabilities	$1
Net Assets	$1,820,944

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 Feb.
2012

Revenue

$51,943

Expenses

$101,184

Net Income

-$49,241

Net Assets

$1,861,475

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$42,796	82.4%
Sales of Assets	$9,147	17.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,056	88.0%
Compensation of Officers*	$13,681	13.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,861,476
Total Liabilities	$1
Net Assets	$1,861,475

990

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

PDF

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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Raw filing data. Includes EINs and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
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.
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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Updated January 26, 2026

Lillian Helms Polley Trust Polley Music Reference Library

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $300k (2025)

Expenses $144k (2025)

Total Assets $1.9M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Feb. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$300k (2025)

Expenses

$144k (2025)

Total Assets

$1.9M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Feb.
2025

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002