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EIN 91-6062865

Lottie Halverson Memorial Trust

IRS 501(c) type
501(c)(92)
Num. employees
0
City
Milwaukee
State
Wisconsin
Year formed
1970
Most recent tax filings
2023-12-01
NTEE code, primary
Z99: Unknown
Description
The Lottie Halverson Memorial Trust is a private foundation located in Milwaukee, WI that primarily funds general operating. Its grantees include Hutton Settlement Inc and it made one grant last year.
Also known as...
Lottie Halverson Memorial Endowment Trust 103879 Nect; 103879
Total revenues
$3,271
2023
Total expenses
$12,066
2023
Total assets
$172,535
2023
Num. employees
0
2023

Grants made by Lottie Halverson Memorial Trust

GranteeGrant descriptionAmount
The Hutton SettlementGeneral Operating$8,298

Personnel at Lottie Halverson Memorial Trust

NameTitle
U S Bank N A ByTrustee

Financials for Lottie Halverson Memorial Trust

RevenuesFYE 12/2023
Total grants, contributions, etc.$0
Investment income and dividends$6,003
Net rental income$0
Net gain from sale of non-inventory assets$-2,736
Gross sales of inventory$0
Miscellaneous revenues$4
Total revenues$3,271

Form 990s for Lottie Halverson Memorial Trust

Fiscal year endingDate received by IRSFormPDF link
2023-122024-05-05990PFView PDF
2022-122023-05-08990PFView PDF
2021-122022-11-10990PFView PDF
2020-122021-11-02990PFView PDF
2019-122020-09-22990PRView PDF
...and 6 more Form 990s
Data update history
July 10, 2023
Posted financials
Added Form 990PF for fiscal year 2022
June 14, 2023
Posted financials
Added Form 990PF for fiscal year 2020
June 2, 2023
Updated personnel
Identified 2 new personnel
August 20, 2021
Posted financials
Added Form 990R for fiscal year 2019
November 14, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizations
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedState / local levelNo full-time employees
General information
Address
PO Box 0634
Milwaukee, WI 53201
Metro area
Milwaukee-Waukesha, WI
County
Milwaukee County, WI
Phone
(503) 464-3580
IRS details
EIN
91-6062865
Fiscal year end
December
Taxreturn type
Form 990-PF
Year formed
1970
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Z99: Z99
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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