Marshall Trust 20721600

Milwaukee, WI
Tax-exempt since Dec. 1970
EIN: 84-6018575

Type of Nonprofit

Designated as a 4947(a)(1) Non-exempt charitable trusts.

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

$19,735

Expenses

$29,592

Net Income

-$9,857

Net Assets

$437,235

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,609	84.2%
Sales of Assets	$2,568	13.0%
Other Income	$558	2.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,150	74.9%
Compensation of Officers*	$8,017	27.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$437,235
Total Liabilities	$0
Net Assets	$437,235

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$8,017	$0

990-PF

Filed on May 12, 2025

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$16,216

Expenses

$31,452

Net Income

-$15,236

Net Assets

$447,072

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$15,406	95.0%
Sales of Assets	$803	5.0%
Other Income	$7	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,057	73.3%
Compensation of Officers*	$7,366	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	$447,072
Total Liabilities	$0
Net Assets	$447,072

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,366	$0

990-PF

Filed on May 5, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$65,558

Expenses

$35,013

Net Income

$30,545

Net Assets

$462,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,155	18.5%
Sales of Assets	$53,398	81.5%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,281	77.9%
Compensation of Officers*	$8,020	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	$462,308
Total Liabilities	$0
Net Assets	$462,308

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,020	$0

990-PF

Filed on May 10, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$21,475

Expenses

$26,717

Net Income

-$5,242

Net Assets

$431,768

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,998	51.2%
Sales of Assets	$10,477	48.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,479	69.2%
Compensation of Officers*	$8,953	33.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$431,768
Total Liabilities	$0
Net Assets	$431,768

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$8,953	$0

990-PF

Filed on May 10, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$12,585

Expenses

$29,859

Net Income

-$17,274

Net Assets

$437,012

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,537	75.8%
Sales of Assets	$2,991	23.8%
Other Income	$57	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,835	76.5%
Compensation of Officers*	$7,714	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	$437,013
Total Liabilities	$1
Net Assets	$437,012

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,714	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$15,137

Expenses

$32,452

Net Income

-$17,315

Net Assets

$454,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,334	81.5%
Sales of Assets	$2,803	18.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,092	77.3%
Compensation of Officers*	$7,717	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	$454,297
Total Liabilities	$1
Net Assets	$454,296

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$7,717	$0

990-PF

Filed on May 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$25,462

Expenses

$33,627

Net Income

-$8,165

Net Assets

$471,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$12,153	47.7%
Sales of Assets	$13,309	52.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,745	76.6%
Compensation of Officers*	$8,084	24.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$471,675
Total Liabilities	$0
Net Assets	$471,675

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$8,084	$0

990-PF

Filed on May 7, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$29,040

Expenses

$33,218

Net Income

-$4,178

Net Assets

$479,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,552	39.8%
Sales of Assets	$17,488	60.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,437	76.6%
Compensation of Officers*	$8,152	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	$479,976
Total Liabilities	$0
Net Assets	$479,976

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$8,152	$0

990-PF

Filed on April 28, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$14,219

Expenses

$27,765

Net Income

-$13,546

Net Assets

$484,166

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,617	74.7%
Sales of Assets	$3,454	24.3%
Other Income	$148	1.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,577	74.1%
Compensation of Officers*	$7,759	27.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$484,166
Total Liabilities	$0
Net Assets	$484,166

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$7,759	$0

990-PF

Filed on May 5, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$18,765

Expenses

$36,443

Net Income

-$17,678

Net Assets

$497,362

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,991	58.6%
Sales of Assets	$7,774	41.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,267	77.6%
Compensation of Officers*	$8,281	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	$497,362
Total Liabilities	$0
Net Assets	$497,362

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$45,149

Expenses

$32,781

Net Income

$12,368

Net Assets

$515,413

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,339	29.5%
Sales of Assets	$31,810	70.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,449	74.6%
Compensation of Officers*	$8,684	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$515,413
Total Liabilities	$0
Net Assets	$515,413

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$8,684	$0

990-PF

Filed on May 12, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$30,530

Expenses

$31,935

Net Income

-$1,405

Net Assets

$502,674

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,471	37.6%
Sales of Assets	$19,059	62.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,960	75.0%
Compensation of Officers*	$8,524	26.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$502,674
Total Liabilities	$0
Net Assets	$502,674

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,024	$0

990-PF

Filed on May 7, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$32,417

Expenses

$33,975

Net Income

-$1,558

Net Assets

$503,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,339	41.1%
Sales of Assets	$19,078	58.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,943	73.4%
Compensation of Officers*	$7,935	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	$503,625
Total Liabilities	$1
Net Assets	$503,624

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$54,367

Expenses

$27,916

Net Income

$26,451

Net Assets

$503,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$16,590	30.5%
Sales of Assets	$37,777	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,083	75.5%
Compensation of Officers*	$7,330	26.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$503,004
Total Liabilities	$1
Net Assets	$503,003

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990

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

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

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 »

Get the Data

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.
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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Nonprofit Explorer

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.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated May 27, 2026

Marshall Trust 20721600

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

Compensation

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.
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