Geraldine Heiserman Trust 10 09846 01

Milwaukee, WI
EIN: 84-6049131

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

$13,822

Expenses

$18,156

Net Income

-$4,334

Net Assets

$266,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,809	78.2%
Sales of Assets	$3,009	21.8%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,477	74.2%
Compensation of Officers*	$5,000	27.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$266,146
Total Liabilities	$0
Net Assets	$266,146

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,000	$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

$9,299

Expenses

$18,258

Net Income

-$8,959

Net Assets

$270,480

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,144	> 100%
Sales of Assets	-$904
Other Income	$59	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,619	74.6%
Compensation of Officers*	$5,000	27.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$270,480
Total Liabilities	$0
Net Assets	$270,480

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$5,000	$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

$8,623

Expenses

$21,798

Net Income

-$13,175

Net Assets

$279,448

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,026	93.1%
Sales of Assets	$538	6.2%
Other Income	$59	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,021	78.1%
Compensation of Officers*	$5,209	23.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$279,448
Total Liabilities	$0
Net Assets	$279,448

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$5,209	$0

990-PF

Filed on May 8, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$16,933

Expenses

$20,599

Net Income

-$3,666

Net Assets

$292,627

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,740	45.7%
Sales of Assets	$9,193	54.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,711	71.4%
Compensation of Officers*	$5,787	28.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$292,627
Total Liabilities	$0
Net Assets	$292,627

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$5,787	$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

$32,031

Expenses

$19,977

Net Income

$12,054

Net Assets

$296,298

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,071	22.1%
Sales of Assets	$24,959	77.9%
Other Income	$1	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,949	74.8%
Compensation of Officers*	$5,292	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	$296,299
Total Liabilities	$1
Net Assets	$296,298

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$5,292	$0

990-PF

Filed on May 12, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$17,311

Expenses

$20,468

Net Income

-$3,157

Net Assets

$284,244

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,835	45.3%
Sales of Assets	$9,348	54.0%
Other Income	$128	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,385	75.2%
Compensation of Officers*	$5,596	27.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$284,245
Total Liabilities	$1
Net Assets	$284,244

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$5,596	$0

990-PF

Filed on July 7, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$11,491

Expenses

$22,354

Net Income

-$10,863

Net Assets

$287,585

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,704	67.0%
Sales of Assets	$3,787	33.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,311	73.0%
Compensation of Officers*	$6,000	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$287,585
Total Liabilities	$0
Net Assets	$287,585

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$6,000	$0

990-PF

Filed on May 2, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$19,345

Expenses

$20,875

Net Income

-$1,530

Net Assets

$298,630

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,181	37.1%
Sales of Assets	$11,265	58.2%
Other Income	$899	4.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,331	73.4%
Compensation of Officers*	$6,000	28.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$298,630
Total Liabilities	$0
Net Assets	$298,630

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$6,000	$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

$2,839

Expenses

$20,749

Net Income

-$17,910

Net Assets

$300,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,620	> 100%
Sales of Assets	-$3,781
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,155	73.0%
Compensation of Officers*	$6,000	28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$300,182
Total Liabilities	$0
Net Assets	$300,182

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$6,000	$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

$24,872

Expenses

$23,407

Net Income

$1,465

Net Assets

$318,164

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,046	28.3%
Sales of Assets	$16,806	67.6%
Other Income	$1,020	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,928	76.6%
Compensation of Officers*	$6,000	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	$318,164
Total Liabilities	$0
Net Assets	$318,164

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$6,000	$0

990-PF

Filed on May 11, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$23,131

Expenses

$22,478

Net Income

$653

Net Assets

$316,735

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,884	34.1%
Sales of Assets	$15,247	65.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,415	73.0%
Compensation of Officers*	$6,014	26.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$316,735
Total Liabilities	$0
Net Assets	$316,735

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$6,014	$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

$24,027

Expenses

$16,839

Net Income

$7,188

Net Assets

$315,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,146	33.9%
Sales of Assets	$15,881	66.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,100	65.9%
Compensation of Officers*	$6,004	35.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$315,994
Total Liabilities	$0
Net Assets	$315,994

Compensation

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

$23,091

Expenses

$26,814

Net Income

-$3,723

Net Assets

$308,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,936	43.0%
Sales of Assets	$13,155	57.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,100	78.7%
Compensation of Officers*	$6,000	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	$308,806
Total Liabilities	$1
Net Assets	$308,805

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$14,470

Expenses

$14,923

Net Income

-$453

Net Assets

$311,605

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,537	65.9%
Sales of Assets	$4,933	34.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,478	63.5%
Compensation of Officers*	$5,780	38.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$311,606
Total Liabilities	$1
Net Assets	$311,605

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

Geraldine Heiserman Trust 10 09846 01

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

Compensation

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

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

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001