Jackson C Willis Research Fund Tr 1559903

Milwaukee, WI
Tax-exempt since Sept. 1994
EIN: 93-6275277

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.

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

$42,766

Expenses

$30,550

Net Income

$12,216

Net Assets

$326,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$13,316	31.1%
Sales of Assets	$29,435	68.8%
Other Income	$15	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,447	70.2%
Compensation of Officers*	$9,961	32.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$326,264
Total Liabilities	$0
Net Assets	$326,264

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$9,961	$0

990-PF

Filed on Oct. 17, 2025

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

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Fiscal Year Ending June
2024

Revenue

$12,695

Expenses

$29,654

Net Income

-$16,959

Net Assets

$314,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,979	78.6%
Sales of Assets	$2,428	19.1%
Other Income	$288	2.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$20,493	69.1%
Compensation of Officers*	$10,000	33.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$314,051
Total Liabilities	$0
Net Assets	$314,051

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$10,000	$0

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

$12,466

Expenses

$33,276

Net Income

-$20,810

Net Assets

$331,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,787	70.5%
Sales of Assets	$3,674	29.5%
Other Income	$5	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,920	71.9%
Compensation of Officers*	$9,670	29.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$331,009
Total Liabilities	$0
Net Assets	$331,009

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$9,670	$0

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

$36,280

Expenses

$33,876

Net Income

$2,404

Net Assets

$351,817

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,544	26.3%
Sales of Assets	$26,734	73.7%
Other Income	$2	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,655	72.8%
Compensation of Officers*	$10,000	29.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$351,817
Total Liabilities	$0
Net Assets	$351,817

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,000	$0

990-PF

Filed on Oct. 27, 2022

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

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Fiscal Year Ending June
2021

Revenue

$21,857

Expenses

$31,477

Net Income

-$9,620

Net Assets

$349,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$7,984	36.5%
Sales of Assets	$13,079	59.8%
Other Income	$794	3.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,394	71.1%
Compensation of Officers*	$10,000	31.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$349,432
Total Liabilities	$1
Net Assets	$349,431

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,000	$0

990-PF

Filed on Nov. 1, 2021

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

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Fiscal Year Ending June
2020

Revenue

$28,761

Expenses

$33,695

Net Income

-$4,934

Net Assets

$359,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,272	35.7%
Sales of Assets	$18,486	64.3%
Other Income	$3	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,062	68.4%
Compensation of Officers*	$10,000	29.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$359,052
Total Liabilities	$1
Net Assets	$359,051

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,000	$0

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

$38,600

Expenses

$30,763

Net Income

$7,837

Net Assets

$364,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,397	26.9%
Sales of Assets	$28,203	73.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,056	68.4%
Compensation of Officers*	$10,000	32.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$364,009
Total Liabilities	$0
Net Assets	$364,009

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,000	$0

990-PF

Filed on Oct. 18, 2019

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

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Fiscal Year Ending June
2018

Revenue

$24,066

Expenses

$32,487

Net Income

-$8,421

Net Assets

$356,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,756	40.5%
Sales of Assets	$14,171	58.9%
Other Income	$139	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,340	71.8%
Compensation of Officers*	$10,000	30.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$356,172
Total Liabilities	$0
Net Assets	$356,172

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,000	$0

990-PF

Filed on Oct. 16, 2018

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

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Fiscal Year Ending June
2017

Revenue

$11,020

Expenses

$34,166

Net Income

-$23,146

Net Assets

$364,592

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$8,543	77.5%
Sales of Assets	$2,477	22.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,846	72.7%
Compensation of Officers*	$10,000	29.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$364,592
Total Liabilities	$0
Net Assets	$364,592

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,000	$0

990-PF

Filed on Nov. 3, 2017

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

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Fiscal Year Ending June
2016

Revenue

$26,974

Expenses

$36,278

Net Income

-$9,304

Net Assets

$387,823

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,030	33.5%
Sales of Assets	$17,944	66.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,565	73.2%
Compensation of Officers*	$10,000	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$387,823
Total Liabilities	$0
Net Assets	$387,823

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,000	$0

990-PF

Filed on Oct. 29, 2016

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

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Fiscal Year Ending June
2015

Revenue

$34,460

Expenses

$35,816

Net Income

-$1,356

Net Assets

$397,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,515	30.5%
Sales of Assets	$23,945	69.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,550	74.1%
Compensation of Officers*	$10,000	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	$397,124
Total Liabilities	$0
Net Assets	$397,124

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$10,000	$0

990-PF

Filed on Nov. 12, 2015

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

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Fiscal Year Ending June
2014

Revenue

$13,271

Expenses

$35,786

Net Income

-$22,515

Net Assets

$398,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,149	68.9%
Sales of Assets	$4,122	31.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,552	74.2%
Compensation of Officers*	$10,000	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	$398,423
Total Liabilities	$0
Net Assets	$398,423

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$11,500	$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

$22,764

Expenses

$35,273

Net Income

-$12,509

Net Assets

$420,883

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,871	43.4%
Sales of Assets	$12,893	56.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,448	72.1%
Compensation of Officers*	$10,000	28.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$420,884
Total Liabilities	$1
Net Assets	$420,883

990-PF

Filed on Dec. 10, 2013

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

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Fiscal Year Ending June
2012

Revenue

$40,616

Expenses

$33,417

Net Income

$7,199

Net Assets

$433,389

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$10,376	25.5%
Sales of Assets	$30,240	74.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,307	75.7%
Compensation of Officers*	$8,740	26.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$433,390
Total Liabilities	$1
Net Assets	$433,389

990

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

PDF

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

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Jackson C Willis Research Fund Tr 1559903

Organization summary

Type of Nonprofit

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

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

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

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2005

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2004

Fiscal Year Ending June
2003

Fiscal Year Ending June
2002