L S Sam Shoen Foundation

Milwaukee, WI
Tax-exempt since Jan. 2001
EIN: 91-6508655

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$614k (2024)

Expenses

$394k (2024)

Total Assets

$4.28M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 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

$614,358

Expenses

$394,438

Net Income

$219,920

Net Assets

$4,280,696

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$123,253	20.1%
Sales of Assets	$491,043	79.9%
Other Income	$62	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$351,746	89.2%
Compensation of Officers*	$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	$4,280,696
Total Liabilities	$0
Net Assets	$4,280,696

Compensation

Key Employees and Officers	Compensation	Other
Samuel W Shoen (Trustee)	$0	$0

990-PF

Filed on May 13, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$160,901

Expenses

$426,460

Net Income

-$265,559

Net Assets

$4,061,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$104,638	65.0%
Sales of Assets	$56,200	34.9%
Other Income	$63	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$385,512	90.4%
Compensation of Officers*	$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	$4,061,764
Total Liabilities	$0
Net Assets	$4,061,764

Compensation

Key Employees and Officers	Compensation	Other
Samuel W Shoen (Trustee)	$0	$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

$140,067

Expenses

$311,843

Net Income

-$171,776

Net Assets

$4,328,733

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$91,817	65.6%
Sales of Assets	$48,162	34.4%
Other Income	$88	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$251,716	80.7%
Compensation of Officers*	$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	$4,328,733
Total Liabilities	$0
Net Assets	$4,328,733

Compensation

Key Employees and Officers	Compensation	Other
Samuel W Shoen (Trustee)	$0	$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

$1,610,949

Expenses

$292,598

Net Income

$1,318,351

Net Assets

$4,500,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,541	5.9%
Sales of Assets	$1,511,994	93.9%
Other Income	$3,414	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$252,977	86.5%
Compensation of Officers*	$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	$4,500,514
Total Liabilities	$0
Net Assets	$4,500,514

Compensation

Key Employees and Officers	Compensation	Other
Samuel W Shoen (Trustee)	$0	$0

990-PF

Filed on June 20, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$135,430

Expenses

$251,438

Net Income

-$116,008

Net Assets

$3,182,215

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$69,697	51.5%
Sales of Assets	$65,733	48.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,939	86.7%
Compensation of Officers*	$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	$3,182,216
Total Liabilities	$1
Net Assets	$3,182,215

Compensation

Key Employees and Officers	Compensation	Other
Samuel W Shoen (Trustee)	$0	$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

$93,489

Expenses

$239,963

Net Income

-$146,474

Net Assets

$3,298,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$94,422	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,943	83.3%
Compensation of Officers*	$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	$3,298,222
Total Liabilities	$1
Net Assets	$3,298,221

Compensation

Key Employees and Officers	Compensation	Other
Samuel W Shoen (Trustee)	$0	$0

990-PF

Filed on July 8, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

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.
2017

Revenue

$265,807

Expenses

$222,572

Net Income

$43,235

Net Assets

$3,337,803

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$93,133	35.0%
Sales of Assets	$172,674	65.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,392	84.2%
Compensation of Officers*	$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	$3,337,803
Total Liabilities	$0
Net Assets	$3,337,803

Compensation

Key Employees and Officers	Compensation	Other
Samuel W Shoen (Trustee)	$0	$0

990-PF

Filed on May 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$264,854

Expenses

$224,478

Net Income

$40,376

Net Assets

$3,294,536

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,869	31.3%
Sales of Assets	$181,985	68.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$194,125	86.5%
Compensation of Officers*	$30,999	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,294,536
Total Liabilities	$0
Net Assets	$3,294,536

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Agent)	$30,999	$0
Samuel W Shoen (Trustee)	$0	$0

990-PF

Filed on June 16, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$213,293

Expenses

$249,336

Net Income

-$36,043

Net Assets

$3,254,372

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,722	36.4%
Sales of Assets	$135,571	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,823	85.0%
Compensation of Officers*	$32,976	13.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,254,372
Total Liabilities	$0
Net Assets	$3,254,372

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$379,767

Expenses

$235,873

Net Income

$143,894

Net Assets

$3,292,500

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$86,922	22.9%
Sales of Assets	$292,845	77.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,901	85.6%
Compensation of Officers*	$33,759	14.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,292,500
Total Liabilities	$0
Net Assets	$3,292,500

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$162,527

Expenses

$208,380

Net Income

-$45,853

Net Assets

$3,148,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$59,710	36.7%
Sales of Assets	$102,817	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,053	85.4%
Compensation of Officers*	$30,280	14.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,148,610
Total Liabilities	$0
Net Assets	$3,148,610

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Agent)	$31,780	$0
Samuel W Shoen (Trustee)	$0	$0

990-PF

Filed on May 8, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$123,857

Expenses

$194,891

Net Income

-$71,034

Net Assets

$3,194,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$66,265	53.5%
Sales of Assets	$57,592	46.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$174,642	89.6%
Compensation of Officers*	$21,168	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,194,461
Total Liabilities	$1
Net Assets	$3,194,460

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$486,211

Expenses

$164,881

Net Income

$321,330

Net Assets

$3,261,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$500,000	> 100%
Interest Revenue	$0
Dividends	$56,772	11.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$145,775	88.4%
Compensation of Officers*	$17,505	10.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,261,958
Total Liabilities	$0
Net Assets	$3,261,958

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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L S Sam Shoen Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $614k (2024)

Expenses $394k (2024)

Total Assets $4.28M (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

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

No Extracted Financial Data

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

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

Revenue

$614k (2024)

Expenses

$394k (2024)

Total Assets

$4.28M (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 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