Cora Rust Owen Memorial Trust First Trust Montana Ttee

Milwaukee, WI
Tax-exempt since Sept. 1986
EIN: 81-6057848

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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

$52.4k (2024)

Expenses

$30.4k (2024)

Total Assets

$417k (2024)

Total Liabilities

$0 (2024)

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 April
2024

Revenue

$52,365

Expenses

$30,373

Net Income

$21,992

Net Assets

$417,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,119	30.8%
Sales of Assets	$36,115	69.0%
Other Income	$131	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,252	76.6%
Compensation of Officers*	$7,519	24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$417,226
Total Liabilities	$0
Net Assets	$417,226

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$7,519	$0

990-PF

Filed on Sept. 9, 2024

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

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Fiscal Year Ending April
2023

Revenue

$16,403

Expenses

$29,218

Net Income

-$12,815

Net Assets

$395,234

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,766	77.8%
Sales of Assets	$3,619	22.1%
Other Income	$18	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,239	76.1%
Compensation of Officers*	$7,390	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	$395,234
Total Liabilities	$0
Net Assets	$395,234

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$7,390	$0

990-PF

Filed on Sept. 11, 2023

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

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Fiscal Year Ending April
2022

Revenue

$35,531

Expenses

$36,590

Net Income

-$1,059

Net Assets

$408,064

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,693	35.7%
Sales of Assets	$22,828	64.2%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,388	74.9%
Compensation of Officers*	$8,883	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	$408,064
Total Liabilities	$0
Net Assets	$408,064

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$8,883	$0

990-PF

Filed on Sept. 12, 2022

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

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Fiscal Year Ending April
2021

Revenue

$50,285

Expenses

$30,623

Net Income

$19,662

Net Assets

$409,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,748	19.4%
Sales of Assets	$40,247	80.0%
Other Income	$290	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,300	76.1%
Compensation of Officers*	$8,003	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	$409,125
Total Liabilities	$1
Net Assets	$409,124

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$8,003	$0

990-PF

Filed on Sept. 2, 2021

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

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Fiscal Year Ending April
2020

Revenue

$14,699

Expenses

$33,650

Net Income

-$18,951

Net Assets

$389,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,205	83.0%
Sales of Assets	$2,493	17.0%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,163	77.8%
Compensation of Officers*	$7,628	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$389,466
Total Liabilities	$1
Net Assets	$389,465

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$7,628	$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

$28,777

Expenses

$30,032

Net Income

-$1,255

Net Assets

$408,464

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,609	40.3%
Sales of Assets	$17,168	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,250	74.1%
Compensation of Officers*	$7,504	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	$408,464
Total Liabilities	$0
Net Assets	$408,464

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$7,504	$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

$30,004

Expenses

$31,344

Net Income

-$1,340

Net Assets

$409,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,682	38.9%
Sales of Assets	$18,322	61.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,004	76.6%
Compensation of Officers*	$7,697	24.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$409,732
Total Liabilities	$0
Net Assets	$409,732

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$7,697	$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

$20,473

Expenses

$29,644

Net Income

-$9,171

Net Assets

$411,089

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,440	55.9%
Sales of Assets	$8,685	42.4%
Other Income	$348	1.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,955	77.4%
Compensation of Officers*	$7,269	24.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$411,089
Total Liabilities	$0
Net Assets	$411,089

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$7,269	$0

990-PF

Filed on Aug. 31, 2017

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

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Fiscal Year Ending April
2016

Revenue

$13,393

Expenses

$33,416

Net Income

-$20,023

Net Assets

$420,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,285	84.3%
Sales of Assets	$2,108	15.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$33,416	100%
Compensation of Officers*	$7,414	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	$420,277
Total Liabilities	$0
Net Assets	$420,277

990-PF

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

PDF

Fiscal Year Ending April
2015

Revenue

$31,387

Expenses

$30,843

Net Income

$544

Net Assets

$440,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,323	39.3%
Sales of Assets	$19,064	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,271	75.4%
Compensation of Officers*	$7,893	25.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$440,291
Total Liabilities	$0
Net Assets	$440,291

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$7,893	$0

990-PF

Filed on Sept. 10, 2015

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

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Fiscal Year Ending April
2014

Revenue

$33,835

Expenses

$32,628

Net Income

$1,207

Net Assets

$439,743

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,458	33.9%
Sales of Assets	$22,377	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,116	73.9%
Compensation of Officers*	$7,757	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	$439,743
Total Liabilities	$0
Net Assets	$439,743

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$9,257	$0

990-PF

Filed on Sept. 2, 2014

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

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Fiscal Year Ending April
2013

Revenue

$47,646

Expenses

$30,938

Net Income

$16,708

Net Assets

$438,541

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,174	27.6%
Sales of Assets	$34,472	72.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,546	76.1%
Compensation of Officers*	$7,456	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	$438,542
Total Liabilities	$1
Net Assets	$438,541

990-PF

Filed on Nov. 21, 2013

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

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Fiscal Year Ending April
2012

Revenue

$21,619

Expenses

$27,906

Net Income

-$6,287

Net Assets

$421,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,516	53.3%
Sales of Assets	$10,103	46.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,200	76.0%
Compensation of Officers*	$6,995	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$421,833
Total Liabilities	$1
Net Assets	$421,832

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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Types of Nonprofits

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Cora Rust Owen Memorial Trust First Trust Montana Ttee

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $52.4k (2024)

Expenses $30.4k (2024)

Total Assets $417k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending April 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending April 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

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

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending April 2012

Revenue

$52.4k (2024)

Expenses

$30.4k (2024)

Total Assets

$417k (2024)

Total Liabilities

$0 (2024)

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2024

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2023

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2021

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2016

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2014

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2013

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2012

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