Josephine R Witte Trust
Only null% goes to programs Strong reserves Declining revenue
Josephine R Witte Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1978, with $139,766 in FY2024 revenue. CharityIndex grades it C+.
Po Box 634, Milwaukee, WI, 53201 EIN 42-6278047 Since 1978
Revenue (FY2024)
$140K
▲ 12.4% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$133K
Net assets
$2.1M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Josephine R Witte Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating190 mo reserves · +5% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Josephine R Witte Trust: 190 mo reserves · +5% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Josephine R Witte Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Josephine R Witte Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 634, Milwaukee, WI, 53201
- City
- Milwaukee
- State
- Wisconsin
- Subcategory
- Private Foundations
Financial trends
Revenue declined from $215K (FY2013) to $140K (FY2024) across 11 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $2.1M
Operating margin
5.2%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$2.1M
Total liabilities
$0
Net assets
$2.1M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $139,766▲12.4% | $132,536▼2.3% | $2,102,760▲0.3% | $2,102,760▲0.3% | 990PF |
| 2023 | $124,298▼10.9% | $135,607▼2.3% | $2,095,523▼0.5% | $2,095,523▼0.5% | 990PF |
| 2022 | $139,524▼39.0% | $138,816▲0.2% | $2,106,918 | $2,106,918 | 990PF |
| 2021 | $228,721▲56.0% | $138,498▲3.9% | $2,106,210▲4.5% | $2,106,210▲4.5% | 990PF |
| 2020 | $146,607▲0.8% | $133,273▲2.9% | $2,016,014▲0.7% | $2,016,014▲0.7% | 990PF |
| 2019 | $145,412▲1.2% | $129,459▼1.9% | $2,002,681▲0.8% | $2,002,681▲0.8% | 990PF |
| 2018 | $143,713▲31.8% | $131,950▲0.8% | $1,986,726▲0.6% | $1,986,726▲0.6% | 990PF |
| 2017 | $109,033▼44.0% | $130,938▲2.3% | $1,974,789▼1.1% | $1,974,789▼1.1% | 990PF |
| 2016 | $194,817▲140% | $128,053▲1.3% | $1,996,695▲3.5% | $1,996,695▲3.5% | 990PF |
| 2015 | $81,247▼62.2% | $126,466▲0.7% | $1,929,933▼6.2% | $1,929,933▼6.2% | 990PF |
| 2013 | $214,865 | $125,564▲6.3% | $2,057,219▲4.5% | $2,057,219▲4.5% | 990PF |
| 2012 | — | $118,138▲0.4% | $1,967,918▼0.6% | $1,967,918▼0.7% | 990PF |
| 2011 | — | $117,633▲7.7% | $1,980,371▲0.1% | $1,981,261▲0.1% | 990PF |
| 2009 | — | $109,256 | $1,978,640 | $1,978,640 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Josephine R Witte Trust a legitimate nonprofit?
- Yes. Josephine R Witte Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 42-6278047, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Josephine R Witte Trust's EIN?
- Josephine R Witte Trust's Employer Identification Number (EIN) is 42-6278047.
- How much revenue does Josephine R Witte Trust report?
- Josephine R Witte Trust reported $139,766 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Josephine R Witte Trust have?
- CharityIndex grades Josephine R Witte Trust C+, based on financial health (reserves and operating margin).
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Data for Josephine R Witte Trust (EIN 42-6278047) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.