Jeanette Perry Charitable Tr

  • Milwaukee, WI
  • Tax-exempt since Feb. 2015
  • EIN: 47-6369001

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 / Named Trusts/Foundations N.E.C. (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 Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$36,673
Expenses
$39,035
Net Income
-$2,362
Net Assets
$602,141
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $20,377
55.6%
Sales of Assets $16,296
44.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $27,754
71.1%
Compensation of Officers* $11,662
29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $602,141
Total Liabilities $0
Net Assets $602,141
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $11,662 $0

Document Links

990-PF
Filed on May 8, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$27,636
Expenses
$43,309
Net Income
-$15,673
Net Assets
$604,497
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $18,429
66.7%
Sales of Assets $8,247
29.8%
Other Income $960
3.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,227
76.7%
Compensation of Officers* $10,575
24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $604,497
Total Liabilities $0
Net Assets $604,497
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $10,575 $0

Document Links

990-PF
Filed on May 5, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$4,080
Expenses
$58,825
Net Income
-$54,745
Net Assets
$620,172
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $15,589
> 100%
Sales of Assets -$11,510
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,001
78.2%
Compensation of Officers* $11,467
19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $620,172
Total Liabilities $0
Net Assets $620,172
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $11,467 $0

Document Links

990-PF
Filed on May 8, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$90,823
Expenses
$47,336
Net Income
$43,487
Net Assets
$674,928
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $14,434
15.9%
Sales of Assets $76,389
84.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $35,156
74.3%
Compensation of Officers* $13,180
27.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $674,928
Total Liabilities $0
Net Assets $674,928
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $13,180 $0

Document Links

990-PF
Filed on May 9, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$16,032
Expenses
$42,694
Net Income
-$26,662
Net Assets
$632,046
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $13,504
84.2%
Sales of Assets $1,949
12.2%
Other Income $579
3.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $32,476
76.1%
Compensation of Officers* $11,016
25.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $632,047
Total Liabilities $1
Net Assets $632,046
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $11,016 $0

Document Links

990-PF
Filed on May 12, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$10,395
Expenses
$44,751
Net Income
-$34,356
Net Assets
$658,213
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $6,061
58.3%
Interest Revenue $0
Dividends $16,642
> 100%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $33,709
75.3%
Compensation of Officers* $10,661
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 $658,214
Total Liabilities $1
Net Assets $658,213
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $10,661 $0

Document Links

990-PF
Filed on May 8, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$93,050
Expenses
$45,531
Net Income
$47,519
Net Assets
$693,389
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $11,852
12.7%
Interest Revenue $0
Dividends $15,676
16.8%
Sales of Assets $65,522
70.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $34,824
76.5%
Compensation of Officers* $10,837
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 $693,389
Total Liabilities $0
Net Assets $693,389
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $10,837 $0

Document Links

990-PF
Filed on May 2, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$48,849
Expenses
$46,127
Net Income
$2,722
Net Assets
$645,870
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,214
20.9%
Interest Revenue $0
Dividends $15,141
31.0%
Sales of Assets $23,299
47.7%
Other Income $195
0.4%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,538
79.2%
Compensation of Officers* $10,380
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 $645,870
Total Liabilities $0
Net Assets $645,870
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $10,380 $0

Document Links

990-PF
Filed on April 26, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$20,779
Expenses
$60,525
Net Income
-$39,746
Net Assets
$643,497
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $12,881
62.0%
Sales of Assets -$6,868
Other Income $14,766
71.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $51,475
85.0%
Compensation of Officers* $9,750
16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $643,497
Total Liabilities $0
Net Assets $643,497
Compensation
Key Employees and Officers Compensation Other
Us Bank (Trustee) $9,750 $0

Document Links

990-PF
Filed on May 5, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$52,890
Expenses
$41,092
Net Income
$11,798
Net Assets
$682,518
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,171
30.6%
Interest Revenue $0
Dividends $14,811
28.0%
Sales of Assets $21,908
41.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $31,527
76.7%
Compensation of Officers* $10,274
25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $682,518
Total Liabilities $0
Net Assets $682,518
Compensation
Key Employees and Officers Compensation Other
Us Bank National Association (Trustee) $10,274 $0

Document Links

990-PF
Filed on May 11, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$685,476
Expenses
$9,522
Net Income
$675,954
Net Assets
$675,206
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $550,303
80.3%
Interest Revenue $0
Dividends $10,099
1.5%
Sales of Assets $21,001
3.1%
Other Income $104,073
15.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $1,281
13.5%
Compensation of Officers* $4,312
45.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $675,206
Total Liabilities $0
Net Assets $675,206

Document Links

990-PF

Primary tax return for a private foundation'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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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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  • 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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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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