Rose E Tucker Charitable Trust

Milwaukee, WI
Tax-exempt since Nov. 1976
EIN: 93-6119091

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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

$868k (2024)

Expenses

$1.11M (2024)

Total Assets

$16M (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 June
2024

Revenue

$867,511

Expenses

$1,110,424

Net Income

-$242,913

Net Assets

$16,031,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$517,077	59.6%
Sales of Assets	$349,887	40.3%
Other Income	$547	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$944,370	85.0%
Compensation of Officers*	$167,702	15.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,031,296
Total Liabilities	$0
Net Assets	$16,031,296

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$143,702	$0
Penny Serrurier (Co Trustee)	$12,000	$0
Saskia De Boer (Co Trustee)	$12,000	$0
Milo E Ormseth (Co Trustee)	$0	$0
Terry Pancoast (Co Trustee)	$0	$0

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990-PF

Filed on Oct. 29, 2024

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

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Fiscal Year Ending June
2023

Revenue

$947,260

Expenses

$1,291,828

Net Income

-$344,568

Net Assets

$16,269,222

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$481,339	50.8%
Sales of Assets	$464,993	49.1%
Other Income	$928	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,128,601	87.4%
Compensation of Officers*	$161,671	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,269,222
Total Liabilities	$0
Net Assets	$16,269,222

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$138,671	$0
Penny Serrurier (Co Trustee)	$12,000	$0
Saskia De Boer (Co Trustee)	$6,000	$0
Terry Pancoast (Co Trustee)	$5,000	$0
Milo E Ormseth (Co Trustee)	$0	$0

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990-PF

Filed on Nov. 7, 2023

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

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Fiscal Year Ending June
2022

Revenue

$1,124,720

Expenses

$1,164,573

Net Income

-$39,853

Net Assets

$16,614,810

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$516,451	45.9%
Sales of Assets	$607,897	54.0%
Other Income	$372	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$979,153	84.1%
Compensation of Officers*	$185,572	15.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,614,810
Total Liabilities	$0
Net Assets	$16,614,810

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$161,572	$0
Terry Pancoast (Co Trustee)	$12,000	$0
Penny Serrurier (Co Trustee)	$12,000	$0
Milo E Ormseth (Co Trustee)	$0	$0

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990-PF

Filed on Nov. 10, 2022

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

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XML

Fiscal Year Ending June
2021

Revenue

$1,030,292

Expenses

$1,130,878

Net Income

-$100,586

Net Assets

$16,648,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$389,403	37.8%
Sales of Assets	$624,894	60.7%
Other Income	$15,995	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$962,063	85.1%
Compensation of Officers*	$182,544	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,648,689
Total Liabilities	$0
Net Assets	$16,648,689

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$158,544	$0
Terry Pancoast (Co Trustee)	$12,000	$0
Penny Serrurier (Co Trustee)	$12,000	$0
Milo E Ormseth (Co Trustee)	$0	$0

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990-PF

Filed on May 13, 2022

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

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Fiscal Year Ending June
2020

Revenue

$1,055,374

Expenses

$1,500,597

Net Income

-$445,223

Net Assets

$16,760,018

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$426,896	40.4%
Sales of Assets	$572,909	54.3%
Other Income	$55,569	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,347,677	89.8%
Compensation of Officers*	$174,654	11.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$16,760,019
Total Liabilities	$1
Net Assets	$16,760,018

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$150,654	$0
Terry Pancoast (Co Trustee)	$12,000	$0
Penny Serrurier (Co Trustee)	$12,000	$0
Milo E Ormseth (Co Trustee)	$0	$0

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990-PF

Filed on Nov. 10, 2020

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

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Fiscal Year Ending June
2019

Revenue

$1,132,806

Expenses

$1,613,491

Net Income

-$480,685

Net Assets

$17,207,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$469,960	41.5%
Sales of Assets	$662,846	58.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,429,900	88.6%
Compensation of Officers*	$174,107	10.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,207,883
Total Liabilities	$0
Net Assets	$17,207,883

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$158,107	$0
Terry Pancoast (Co Trustee)	$12,000	$0
Milo E Ormseth (Co Trustee)	$4,000	$0

990-PF

Filed on Nov. 3, 2019

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

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Fiscal Year Ending June
2018

Revenue

$1,127,666

Expenses

$1,297,009

Net Income

-$169,343

Net Assets

$17,688,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$448,088	39.7%
Sales of Assets	$672,078	59.6%
Other Income	$7,500	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,111,418	85.7%
Compensation of Officers*	$179,384	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	$17,688,400
Total Liabilities	$0
Net Assets	$17,688,400

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Co Trustee)	$155,384	$0
Milo E Ormseth (Co Trustee)	$12,000	$0
Terry Pancoast (Co Trustee)	$12,000	$0

990-PF

Filed on Oct. 26, 2018

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

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Fiscal Year Ending June
2017

Revenue

$1,560,177

Expenses

$1,362,456

Net Income

$197,721

Net Assets

$17,857,741

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$405,055	26.0%
Sales of Assets	$1,150,721	73.8%
Other Income	$4,401	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,177,717	86.4%
Compensation of Officers*	$173,486	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,857,741
Total Liabilities	$0
Net Assets	$17,857,741

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Co Trustee)	$149,486	$0
Milo E Ormseth (Co Trustee)	$12,000	$0
Terry Pancoast (Co Trustee)	$12,000	$0

990-PF

Filed on Nov. 8, 2017

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

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Fiscal Year Ending June
2016

Revenue

$1,567,342

Expenses

$1,563,295

Net Income

$4,047

Net Assets

$17,660,019

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$440,426	28.1%
Sales of Assets	$1,126,916	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,350,613	86.4%
Compensation of Officers*	$172,301	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,660,019
Total Liabilities	$0
Net Assets	$17,660,019

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Co Trustee)	$148,301	$0
Milo E Ormseth (Co Trustee)	$12,000	$0
Terry Pancoast (Co Trustee)	$12,000	$0

990-PF

Filed on Nov. 11, 2016

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

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Fiscal Year Ending June
2015

Revenue

$1,842,112

Expenses

$1,285,136

Net Income

$556,976

Net Assets

$17,655,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$579,684	31.5%
Sales of Assets	$1,262,428	68.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,117,386	86.9%
Compensation of Officers*	$178,711	13.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,655,973
Total Liabilities	$0
Net Assets	$17,655,973

990-PF

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

PDF

Fiscal Year Ending June
2014

Revenue

$1,416,248

Expenses

$2,076,312

Net Income

-$660,064

Net Assets

$17,098,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$368,062	26.0%
Sales of Assets	$1,048,186	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,909,565	92.0%
Compensation of Officers*	$177,499	8.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,098,998
Total Liabilities	$0
Net Assets	$17,098,998

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Co Trustee)	$157,499	$0
Milo E Ormseth (Co Trustee)	$12,000	$0
Terry Pancoast (Co Trustee)	$12,000	$0

990-PF

Filed on Nov. 3, 2014

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

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Fiscal Year Ending June
2013

Revenue

$813,786

Expenses

$1,428,088

Net Income

-$614,302

Net Assets

$17,752,665

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$374,884	46.1%
Sales of Assets	$438,902	53.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,274,054	89.2%
Compensation of Officers*	$173,593	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$17,752,666
Total Liabilities	$1
Net Assets	$17,752,665

990-PF

Filed on Jan. 15, 2014

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

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Fiscal Year Ending June
2012

Revenue

$416,933

Expenses

$1,285,370

Net Income

-$868,437

Net Assets

$18,363,856

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$391,056	93.8%
Sales of Assets	$25,877	6.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,137,587	88.5%
Compensation of Officers*	$175,416	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$18,363,857
Total Liabilities	$1
Net Assets	$18,363,856

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

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Updated June 30, 2025

Rose E Tucker Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $868k (2024)

Expenses $1.11M (2024)

Total Assets $16M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

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

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Revenue

$868k (2024)

Expenses

$1.11M (2024)

Total Assets

$16M (2024)

Total Liabilities

$0 (2024)

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

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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

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2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

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2006

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2005

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2004

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2003

Fiscal Year Ending June
2002