J R Decd & E D Morgan Memorial Trust Fund 97306320

Milwaukee, WI
Tax-exempt since Dec. 1970
EIN: 93-6041009

Receive an email when new data is available for this organization.

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

$35.1k (2025)

Expenses

$19.6k (2025)

Total Assets

$247k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$35,138

Expenses

$19,586

Net Income

$15,552

Net Assets

$246,531

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,909	22.5%
Sales of Assets	$27,223	77.5%
Other Income	$6	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,501	79.1%
Compensation of Officers*	$4,462	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$246,531
Total Liabilities	$0
Net Assets	$246,531

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,462	$0

990-PF

Filed on Oct. 17, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$6,524

Expenses

$16,655

Net Income

-$10,131

Net Assets

$230,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,220	> 100%
Sales of Assets	-$704
Other Income	$8	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,724	76.4%
Compensation of Officers*	$4,245	25.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$230,976
Total Liabilities	$0
Net Assets	$230,976

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,245	$0

990-PF

Filed on Oct. 29, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

$9,419

Expenses

$19,318

Net Income

-$9,899

Net Assets

$241,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,143	65.2%
Sales of Assets	$3,272	34.7%
Other Income	$4	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,690	76.0%
Compensation of Officers*	$4,201	21.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$241,106
Total Liabilities	$0
Net Assets	$241,106

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$4,201	$0

990-PF

Filed on Nov. 7, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$37,949

Expenses

$16,569

Net Income

$21,380

Net Assets

$251,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,814	18.0%
Sales of Assets	$31,133	82.0%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,512	69.5%
Compensation of Officers*	$5,367	32.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$251,006
Total Liabilities	$0
Net Assets	$251,006

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$5,367	$0

990-PF

Filed on Oct. 27, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2021

Revenue

$13,385

Expenses

$26,627

Net Income

-$13,242

Net Assets

$229,624

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,848	36.2%
Sales of Assets	$7,983	59.6%
Other Income	$554	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,945	82.4%
Compensation of Officers*	$5,167	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$229,625
Total Liabilities	$1
Net Assets	$229,624

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$5,167	$0

990-PF

Filed on Nov. 1, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$6,889

Expenses

$13,582

Net Income

-$6,693

Net Assets

$242,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,390	92.8%
Sales of Assets	$496	7.2%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,591	63.3%
Compensation of Officers*	$4,826	35.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$242,950
Total Liabilities	$1
Net Assets	$242,949

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$4,826	$0

990-PF

Filed on Nov. 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2019

Revenue

$20,768

Expenses

$12,749

Net Income

$8,019

Net Assets

$249,648

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,890	33.2%
Sales of Assets	$13,878	66.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,803	61.2%
Compensation of Officers*	$4,746	37.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$249,648
Total Liabilities	$0
Net Assets	$249,648

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$4,746	$0

990-PF

Filed on Oct. 18, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2018

Revenue

$20,266

Expenses

$25,676

Net Income

-$5,410

Net Assets

$241,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,452	31.8%
Sales of Assets	$13,701	67.6%
Other Income	$113	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,091	82.1%
Compensation of Officers*	$4,969	19.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$241,626
Total Liabilities	$0
Net Assets	$241,626

Compensation

Key Employees and Officers	Compensation	Other
U S Bank (Trustee)	$4,969	$0

990-PF

Filed on Oct. 15, 2018

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2017

Revenue

$5,825

Expenses

$11,194

Net Income

-$5,369

Net Assets

$247,037

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,418	93.0%
Sales of Assets	$407	7.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,559	58.6%
Compensation of Officers*	$4,718	42.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$247,037
Total Liabilities	$0
Net Assets	$247,037

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$4,718	$0

990-PF

Filed on Nov. 3, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2016

Revenue

$21,401

Expenses

$22,974

Net Income

-$1,573

Net Assets

$252,453

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,658	26.4%
Sales of Assets	$15,743	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,440	80.3%
Compensation of Officers*	$4,726	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$252,453
Total Liabilities	$0
Net Assets	$252,453

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$4,726	$0

990-PF

Filed on Oct. 29, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2015

Revenue

$14,209

Expenses

$19,142

Net Income

-$4,933

Net Assets

$254,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,540	46.0%
Sales of Assets	$7,669	54.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,307	74.7%
Compensation of Officers*	$5,107	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	$254,025
Total Liabilities	$0
Net Assets	$254,025

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$5,107	$0

990-PF

Filed on Nov. 4, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2014

Revenue

$8,113

Expenses

$12,920

Net Income

-$4,807

Net Assets

$258,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$5,609	69.1%
Sales of Assets	$2,504	30.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,246	63.8%
Compensation of Officers*	$5,037	39.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$258,958
Total Liabilities	$0
Net Assets	$258,958

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$6,537	$0

990-PF

Filed on Nov. 3, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2013

Revenue

$11,459

Expenses

$25,495

Net Income

-$14,036

Net Assets

$263,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,093	53.2%
Sales of Assets	$5,366	46.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,603	80.8%
Compensation of Officers*	$4,767	18.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$263,678
Total Liabilities	$1
Net Assets	$263,677

990-PF

Filed on Jan. 15, 2014

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending June
2012

Revenue

$27,218

Expenses

$17,817

Net Income

$9,401

Net Assets

$277,715

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,097	26.1%
Sales of Assets	$20,121	73.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,154	73.8%
Compensation of Officers*	$4,902	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	$283,323
Total Liabilities	$5,608
Net Assets	$277,715

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 March 23, 2026

J R Decd & E D Morgan Memorial Trust Fund 97306320

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $35.1k (2025)

Expenses $19.6k (2025)

Total Assets $247k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$35.1k (2025)

Expenses

$19.6k (2025)

Total Assets

$247k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005

Fiscal Year Ending June
2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002