Sam & Martha Mckelvie Foundation T U W 58041420

Milwaukee, WI
Tax-exempt since June 1977
EIN: 51-0246157

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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

$98.7k (2024)

Expenses

$120k (2024)

Total Assets

$1.55M (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

Source: Form 990 tax filings from 2012 to 2024

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

$98,737

Expenses

$120,312

Net Income

-$21,575

Net Assets

$1,547,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$64,867	65.7%
Sales of Assets	$33,848	34.3%
Other Income	$22	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,639	75.3%
Compensation of Officers*	$31,392	26.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,547,704
Total Liabilities	$0
Net Assets	$1,547,704

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$31,392	$0

990-PF

Filed on May 12, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$90,030

Expenses

$118,929

Net Income

-$28,899

Net Assets

$1,569,292

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$67,793	75.3%
Sales of Assets	$22,218	24.7%
Other Income	$19	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,363	76.0%
Compensation of Officers*	$28,630	24.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,569,292
Total Liabilities	$0
Net Assets	$1,569,292

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$28,630	$0

990-PF

Filed on May 5, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$111,305

Expenses

$137,573

Net Income

-$26,268

Net Assets

$1,598,154

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,607	46.4%
Sales of Assets	$59,653	53.6%
Other Income	$45	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,637	79.7%
Compensation of Officers*	$28,871	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	$1,598,154
Total Liabilities	$0
Net Assets	$1,598,154

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$28,871	$0

990-PF

Filed on May 8, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$83,458

Expenses

$130,808

Net Income

-$47,350

Net Assets

$1,623,936

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$46,419	55.6%
Sales of Assets	$37,039	44.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,681	77.7%
Compensation of Officers*	$31,814	24.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,623,936
Total Liabilities	$0
Net Assets	$1,623,936

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$31,814	$0

990-PF

Filed on Nov. 13, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$34,645

Expenses

$116,872

Net Income

-$82,227

Net Assets

$1,671,295

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,722	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,442	84.2%
Compensation of Officers*	$19,419	16.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,671,295
Total Liabilities	$0
Net Assets	$1,671,295

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

Fiscal Year Ending April
2020

Revenue

$63,400

Expenses

$130,354

Net Income

-$66,954

Net Assets

$1,753,521

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,358	84.2%
Sales of Assets	$7,667	12.1%
Other Income	$2,375	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$103,376	79.3%
Compensation of Officers*	$28,756	22.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,753,522
Total Liabilities	$1
Net Assets	$1,753,521

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$28,756	$0

990-PF

Filed on Sept. 3, 2020

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

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Fiscal Year Ending April
2019

Revenue

$72,540

Expenses

$126,677

Net Income

-$54,137

Net Assets

$1,820,492

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$54,110	74.6%
Sales of Assets	$14,430	19.9%
Other Income	$4,000	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,790	78.8%
Compensation of Officers*	$27,899	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,820,492
Total Liabilities	$0
Net Assets	$1,820,492

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$27,899	$0

990-PF

Filed on Aug. 23, 2019

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

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Fiscal Year Ending April
2018

Revenue

$78,978

Expenses

$127,728

Net Income

-$48,750

Net Assets

$1,874,622

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$50,003	63.3%
Sales of Assets	$27,475	34.8%
Other Income	$1,500	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,879	79.0%
Compensation of Officers*	$28,786	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	$1,874,622
Total Liabilities	$0
Net Assets	$1,874,622

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$28,786	$0

990-PF

Filed on Aug. 6, 2018

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

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Fiscal Year Ending April
2017

Revenue

$53,566

Expenses

$125,651

Net Income

-$72,085

Net Assets

$1,923,371

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,159	88.0%
Sales of Assets	$3,439	6.4%
Other Income	$2,968	5.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,318	79.0%
Compensation of Officers*	$28,175	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,923,371
Total Liabilities	$0
Net Assets	$1,923,371

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$28,175	$0

990-PF

Filed on Aug. 18, 2017

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

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Fiscal Year Ending April
2016

Revenue

$64,896

Expenses

$133,545

Net Income

-$68,649

Net Assets

$1,995,458

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,637	70.3%
Sales of Assets	$19,259	29.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,200	76.5%
Compensation of Officers*	$26,997	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,995,458
Total Liabilities	$0
Net Assets	$1,995,458

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corp Trustee)	$26,997	$0

990-PF

Filed on Sept. 9, 2016

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

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Fiscal Year Ending April
2015

Revenue

$399,959

Expenses

$126,919

Net Income

$273,040

Net Assets

$2,066,137

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$56,006	14.0%
Sales of Assets	$343,947	86.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,103	79.7%
Compensation of Officers*	$26,034	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	$2,066,207
Total Liabilities	$70
Net Assets	$2,066,137

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Assn (Corp Trustee)	$26,034	$0

990-PF

Filed on Aug. 26, 2015

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

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Fiscal Year Ending April
2014

Revenue

$136,030

Expenses

$123,101

Net Income

$12,929

Net Assets

$1,793,096

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$57,936	42.6%
Sales of Assets	$78,092	57.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,463	81.6%
Compensation of Officers*	$27,066	22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,793,096
Total Liabilities	$0
Net Assets	$1,793,096

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Assn (Corp Trustee)	$27,066	$0

990-PF

Filed on June 17, 2014

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

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Fiscal Year Ending April
2013

Revenue

$79,603

Expenses

$112,241

Net Income

-$32,638

Net Assets

$1,780,169

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$56,453	70.9%
Sales of Assets	$23,040	28.9%
Other Income	$110	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,808	80.9%
Compensation of Officers*	$26,291	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,780,170
Total Liabilities	$1
Net Assets	$1,780,169

990-PF

Filed on Jan. 13, 2014

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

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Fiscal Year Ending April
2012

Revenue

$79,190

Expenses

$92,573

Net Income

-$13,383

Net Assets

$1,812,807

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,179	73.5%
Sales of Assets	$21,011	26.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,520	80.5%
Compensation of Officers*	$19,348	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	$1,812,807
Total Liabilities	$0
Net Assets	$1,812,807

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.

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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.

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Updated March 23, 2026

Sam & Martha Mckelvie Foundation T U W 58041420

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $98.7k (2024)

Expenses $120k (2024)

Total Assets $1.55M (2024)

Total Liabilities $0 (2024)

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

No Document Links

Fiscal Year Ending April 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2013

Revenue

$98.7k (2024)

Expenses

$120k (2024)

Total Assets

$1.55M (2024)

Total Liabilities

$0 (2024)

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 April
2020

Fiscal Year Ending April
2019

Fiscal Year Ending April
2018

Fiscal Year Ending April
2017

Fiscal Year Ending April
2016

Fiscal Year Ending April
2015

Fiscal Year Ending April
2014

Fiscal Year Ending April
2013

Fiscal Year Ending April
2012