Caroline Etchemendy Trust Uw 2 03762 00 3

  • Milwaukee, WI
  • EIN: 95-6134481

Organization summary

Type of Nonprofit

Designated as a 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 Feb.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$153,962
Expenses
$169,332
Net Income
-$15,370
Net Assets
$2,529,593
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $106,543
69.2%
Sales of Assets $47,334
30.7%
Other Income $85
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,896
77.9%
Compensation of Officers* $39,079
23.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,529,593
Total Liabilities $0
Net Assets $2,529,593
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $39,079 $0

Document Links

990-PF
Filed on Dec. 22, 2025

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

View Filing
XML

Fiscal Year Ending Feb.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$112,109
Expenses
$167,066
Net Income
-$54,957
Net Assets
$2,544,972
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,580
80.8%
Sales of Assets $19,533
17.4%
Other Income $1,996
1.8%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $130,888
78.3%
Compensation of Officers* $37,469
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 $2,544,972
Total Liabilities $0
Net Assets $2,544,972
Compensation
Key Employees and Officers Compensation Other
Us Bank N A (Trustee) $37,469 $0

Document Links

990-PF
Filed on Jan. 15, 2025

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

View Filing
XML

Fiscal Year Ending Feb.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$68,753
Expenses
$171,816
Net Income
-$103,063
Net Assets
$2,600,907
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $81,977
> 100%
Sales of Assets -$13,224
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $136,318
79.3%
Compensation of Officers* $37,832
22.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,600,907
Total Liabilities $0
Net Assets $2,600,907
Compensation
Key Employees and Officers Compensation Other
Mufg Union Bank Na (Trustee) $37,832 $0

Document Links

990-PF
Filed on July 13, 2023

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

View Filing
PDF XML

Fiscal Year Ending Feb.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$277,215
Expenses
$173,331
Net Income
$103,884
Net Assets
$2,714,705
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $86,269
31.1%
Sales of Assets $190,946
68.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $137,343
79.2%
Compensation of Officers* $41,931
24.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,714,705
Total Liabilities $0
Net Assets $2,714,705
Compensation
Key Employees and Officers Compensation Other
Mufg Union Bank Na (Trustee) $41,931 $0

Document Links

990-PF
Filed on July 11, 2022

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

View Filing
XML

Fiscal Year Ending Feb.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$175,350
Expenses
$204,623
Net Income
-$29,273
Net Assets
$2,622,306
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $76,989
43.9%
Sales of Assets $96,383
55.0%
Other Income $1,978
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $173,868
85.0%
Compensation of Officers* $38,320
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 $2,622,307
Total Liabilities $1
Net Assets $2,622,306
Compensation
Key Employees and Officers Compensation Other
Mufg Union Bank Na (Trustee) $38,320 $0

Document Links

990-PF
Filed on July 1, 2021

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

View Filing
XML

Fiscal Year Ending Feb.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$177,552
Expenses
$210,643
Net Income
-$33,091
Net Assets
$2,648,300
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $105,142
59.2%
Sales of Assets $72,410
40.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $173,843
82.5%
Compensation of Officers* $38,200
18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,648,300
Total Liabilities $0
Net Assets $2,648,300

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2019

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Feb.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$180,406
Expenses
$176,190
Net Income
$4,216
Net Assets
$2,640,503
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $85,250
47.3%
Sales of Assets $95,156
52.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $149,059
84.6%
Compensation of Officers* $31,708
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,640,503
Total Liabilities $0
Net Assets $2,640,503

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$188,264
Expenses
$182,476
Net Income
$5,788
Net Assets
$2,641,448
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $92,264
49.0%
Sales of Assets $96,000
51.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $150,537
82.5%
Compensation of Officers* $32,057
17.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,641,448
Total Liabilities $0
Net Assets $2,641,448

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$252,605
Expenses
$310,248
Net Income
-$57,643
Net Assets
$2,636,713
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $90,384
35.8%
Sales of Assets $161,621
64.0%
Other Income $600
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $267,746
86.3%
Compensation of Officers* $33,609
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 $2,636,713
Total Liabilities $0
Net Assets $2,636,713

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$133,978
Expenses
$98,114
Net Income
$35,864
Net Assets
$2,698,386
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $79,213
59.1%
Sales of Assets $54,765
40.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $74,272
75.7%
Compensation of Officers* $27,064
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 $2,698,386
Total Liabilities $0
Net Assets $2,698,386

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$99,513
Expenses
$87,098
Net Income
$12,415
Net Assets
$2,660,091
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $75,025
75.4%
Sales of Assets $24,488
24.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $70,615
81.1%
Compensation of Officers* $19,651
22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $2,660,091
Total Liabilities $0
Net Assets $2,660,091

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2011

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Feb.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Feb.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF
PDF (2 of 2)

Fiscal Year Ending Feb.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Feb.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Feb.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

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

PDF

Fiscal Year Ending Feb.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

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.

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About Nonprofit Explorer

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.

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