STRATEGY STUDIO / PUBLIC DATA EXPLORER

DONALD E & EUNICE V DOW CHARITABLE TR

Cite this

Plain text DONALD E & EUNICE V DOW CHARITABLE TR. Strategy Studio, nonprofit organization profile, tax years 2011–2024. https://strategystudio.org/org/356807201. Retrieved 2026-10-19.

APA Strategy Studio. (n.d.). DONALD E & EUNICE V DOW CHARITABLE TR [Nonprofit organization profile; tax years 2011–2024]. Retrieved October 19, 2026, from https://strategystudio.org/org/356807201

MLA “DONALD E & EUNICE V DOW CHARITABLE TR.” Strategy Studio, tax years 2011–2024, https://strategystudio.org/org/356807201. Accessed 19 Oct. 2026.

Retrieved 2026-10-19; covers tax years 2011–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $61K · expenses $58K · assets $788K

EIN
35-6807201
Address
PO BOX 634, MILWAUKEE, WI 53201-0634
NTEE code
T21
Subsection
501(c)(3)
Ruling year
2014
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Us Bank N A Institution TRUSTEE2011-2024 $13,995$181,096 1475

Officers and directors, no compensation reported

4 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Dr Richard Pensis MEMBER2011-2024 0 $0 reported 1
Dr Paul Carlsen MEMBER2017-2024 0 $0 reported 1
Dr Sharon Balstad MEMBER2011-2024 0 $0 reported 1
Dr Michael Lanser (former) MEMBER2011-2016 0 $0 reported 1

People by year

2024 · 4 people listed · 1 paid, $14K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE1 $13,995-- $13,9951475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR PAUL CARLSEN MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2023 · 4 people listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE1 $13,123-- $13,1231475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR PAUL CARLSEN MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2022 · 4 people listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE1 $12,834-- $12,8341475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR PAUL CARLSEN MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2021 · 4 people listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE40 $15,426-- $15,4261475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR PAUL CARLSEN MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2020 · 4 people listed · 1 paid, $15K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE40 $14,559-- $14,5591475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR PAUL CARLSEN MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2019 · 4 people listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE40 $13,395-- $13,3951475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR PAUL CARLSEN MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2018 · 4 people listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE40 $13,190-- $13,1901475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR PAUL CARLSEN MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2017 · 4 people listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE40 $13,098-- $13,0981475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR PAUL CARLSEN MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2016 · 4 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE40 $11,867-- $11,8671475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR MICHAEL LANSER MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2015 · 4 people listed · 1 paid, $11K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE40 $11,413-- $11,4131475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR MICHAEL LANSER MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2014 · 4 people listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK N A Institution TRUSTEE40 $12,723-- $12,7231475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR MICHAEL LANSER MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2013 · 4 people listed · 1 paid, $13K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE40 $12,768-- $12,7681475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR MICHAEL LANSER MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2012 · 4 people listed · 1 paid, $12K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE40 $12,416-- $12,4161475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR MICHAEL LANSER MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01
2011 · 4 people listed · 1 paid, $10K
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
US BANK NA Institution TRUSTEE40 $10,289-- $10,2891475
DR RICHARD PENSIS MEMBER0 $0-- $01
DR MICHAEL LANSER MEMBER0 $0-- $01
DR SHARON BALSTAD MEMBER0 $0-- $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2024 · 7 grants to organizations · $38K
2023 · 6 grants to organizations · $33K
2022 · 8 grants to organizations · $48K
2021 · 6 grants to organizations · $63K
2020 · 4 grants to organizations · $38K
2019 · 4 grants to organizations · $41K
2018 · 8 grants to organizations · $39K
2017 · 6 grants to organizations · $36K
2016 · 6 grants to organizations · $35K
2015 · 5 grants to organizations · $38K
2014 · 5 grants to organizations · $37K
2013 · 6 grants to organizations · $40K
2012 · 5 grants to organizations · $38K
2011 · 4 grants to organizations · $39K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributors listed on Schedule B of the Form 990-PF: name, city and state as filed (street addresses are not shown), with total and noncash contributions for the year. A link to an organization's page is tagged Fuzzy with its name-similarity score (0 to 1) when it rests on name and state; Schedule B lists no EIN, so no link here is an exact identifier match.

2017 · 1 contributor · $88K
#ContributorTypeCity, stateTotalNoncashSource
1 EUNICE DOW ESTATE Person MILWAUKEE, WI $87,940- Form 990PF Sch. B, 2017 · filing

Contributors listed here are as reported on the filing. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2025-06-30 · view filing · original 990 ↗
$60,543$57,863 $788,365$788,365 -- $13,995--
2023 · Form 990PF period ending 2024-06-30 · view filing · original 990 ↗
$165,589$47,922 $785,681$785,681 -- $13,123--
2022 · Form 990PF period ending 2023-06-30 · view filing · original 990 ↗
$27,857$63,092 $668,017$668,017 -- $12,834--
2021 · Form 990PF period ending 2022-06-30 · view filing · original 990 ↗
$60,614$80,956 $703,256$703,256 -- $15,426--
2020 · Form 990PF period ending 2021-06-30 · view filing · original 990 ↗
$61,451$54,049 $703,595$703,595 -- $14,559--
2019 · Form 990PF period ending 2020-06-30 · view filing · original 990 ↗
$24,466$56,424 $696,195$696,195 -- $13,395--
2018 · Form 990PF period ending 2019-06-30 · view filing · original 990 ↗
$12,540$52,998 $728,281$728,281 -- $13,190--
2017 · Form 990PF period ending 2018-06-30 · view filing · original 990 ↗
$149,341$51,341 $768,730$768,730 $87,940- $13,098--
2016 · Form 990PF period ending 2017-06-30 · view filing · original 990 ↗
$44,385$47,446 $670,727$670,727 -- $11,867--
2015 · Form 990PF period ending 2016-06-30 · view filing · original 990 ↗
$18,010$50,662 $673,789$673,789 -- $11,413--
2014 · Form 990PF period ending 2015-06-30 · view filing · original 990 ↗
$45,824$50,539 $706,440$706,440 -- $12,723--
2013 · Form 990PF period ending 2014-06-30 · view filing · original 990 ↗
$21,838$55,602 $711,158$711,158 -- $12,768--
2012 · Form 990PF period ending 2013-06-30 · view filing · original 990 ↗
-$93,532$56,908 $745,283$745,283 -- $12,416--
2011 · Form 990PF period ending 2012-06-30 · view filing · original 990 ↗
$35,987$57,988 $895,721$895,721 -- $10,289--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
FITZSIMONDS CHARITABLE TRUSTWIT21 $87,431$1,632,930 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
JELOCHAN TR FBO OUR LADY OF LOURDESWIT21 $52,904$29,096 TRUSTEE$5,930 Same NTEE code T21, revenue within 2x, same state
DORIS L BREMSER AND LOIS BREMSER FOUNDATIONWIT21 $103,906$160,414 TRUSTEE$0 Same NTEE code T21, revenue within 2x, same state
VERIDIAN FOUNDATION INCWIT21 $34,028$56 CHAIR$0 Same NTEE code T21, revenue within 2x, same state
CITIZENS IMPACT FOUNDATION INCWIT21 $36,361$25 DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
BERGHAMMER CONSTRUCTION FOUNDATION INCWIT21 $50,000$93,200 PRESIDENT/DIRECTOR$0 Same NTEE code T21, revenue within 2x, same state
KOZINSKI FOUNDATION INCWIT21 $55,911$114,702 PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state
FARVIEW FOUNDATIONWIT21 $109,692$222,548 PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state
NEUROTECH FOUNDATION INCWIT21 $111,949$99,995 PRESIDENT$0 Same NTEE code T21, revenue within 2x, same state
EJL98 CHARITABLE TRDCT21 $113,877$143,368 TRUSTEE$0 Same NTEE code T21, revenue within 2x
NUNN CHARITABLE TRTXT21 $51,098$56,469 Trustee$9,818 Same NTEE code T21, revenue within 2x
THE@DONALD E THOMPSON FAMILY CHARITABLE FOUNDATIONMOT21 $74,718$81,812 TRUSTEE$0 Same NTEE code T21, revenue within 2x
CHARLES S DAILY CHARITABLE TRGAT21 $67,497$155,180 Trustee$5,879 Same NTEE code T21, revenue within 2x
EDITH CROCKER CHARITABLE TRMAT21 $64,051$50,475 TRUSTEE$0 Same NTEE code T21, revenue within 2x
RUTH S LEE CHARITABLE TRGAT21 $113,710$166,270 CO-TRUSTEE$15,234 Same NTEE code T21, revenue within 2x
N C CHARITABLE TRUST INCNYT21 $60,811$6,814 PRESIDENT$0 Same NTEE code T21, revenue within 2x
ERIC J VOSBURGH CHARITABLE TRUSTKST21 $37,055$43,671 TRUSTEE$0 Same NTEE code T21, revenue within 2x
ELIZABETH PARKHILL CHARITABLE TRNHT21 $31,074$24,574 TRUSTEE$0 Same NTEE code T21, revenue within 2x
ALTA BALLEW CHARITABLE TR UAMOT21 $38,400$98,105 TRUSTEE$18,213 Same NTEE code T21, revenue within 2x
EARL AND ETHYLE CAVETT CHARITABLE TROKT21 $107,506$168,392 Trustee$24,423 Same NTEE code T21, revenue within 2x
DANIEL A KOHL FAMILY CHARITABLE TRCAT21 $30,840$49,369 TRUSTEE$0 Same NTEE code T21, revenue within 2x
MAMIE & HAROLD K RANDALL CHARITABLE TRNJT21 $91,547$161,577 TRUSTEE$7,105 Same NTEE code T21, revenue within 2x
CARLISLE A JORDAN JR CHARITABLE TRINT21 $32,548$40,086 TRUSTEE$8,014 Same NTEE code T21, revenue within 2x
CUMMING 2000 CHARITABLE TRUSTCAT21 $30,854$20,061 Trustee$0 Same NTEE code T21, revenue within 2x
CARL AND EMILY THOMPSON CHARITABLE TR UAFLT21 $59,666$70,354 TRUSTEE$11,301 Same NTEE code T21, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
MIGHTYCAUSE CHARITABLE FOUNDATION DAF sponsor$76,2565 12020–2024 ROTARY CLUB OF CARMEL NEW YORK CHARITABLE FOUNDATION INC
FORGOOD INC DAF sponsor$65,5595 22017–2024 DELIVERING BETTER LIVES CHARITABLE FOUNDATION; ROTARY CLUB OF CARMEL NEW YORK CHARITABLE FOUNDATION INC
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$38,6504 22020–2024 DELIVERING BETTER LIVES CHARITABLE FOUNDATION; WINDSTAR CLUB CHARITABLE FOUNDATION INC
UNITED WAY OF RHODE ISLAND INC DAF sponsor$30,0003 12009–2011 PALM BEACH COMMUNITY CHEST UNITED WAY CHARITABLE TRUST 34222298
PAYPAL CHARITABLE GIVING FUND DAF sponsor$19,6552 22019–2020 YORK SOLUTIONS CHARITABLE FOUNDATION; ROTARY CLUB OF CARMEL NEW YORK CHARITABLE FOUNDATION INC
COMMUNITY FOUNDATION OF THE FOX RIVER VALLEY DAF sponsor$15,0001 12017–2017 LEOPARDO CHARITABLE FOUNDATION
HARRY DENT FAMILY FOUNDATION INC Private foundation$10,0002 12023–2024 WINDSTAR CLUB CHARITABLE FOUNDATION INC
UNION PACIFIC FOUNDATION Private foundation$5,0001 12022–2022 ROTARY CLUB OF CLINTON IOWA CHARITABLE FOUNDATION INC
WITZ FAMILY FOUNDATION Private foundation$5,0001 12017–2017 LEOPARDO CHARITABLE FOUNDATION
HAMPSHIRE FOUNDATION INC Private foundation$3,7502 12022–2024 BOGOTA SAVINGS BANK CHARITABLE FOUNDATION INC
WILLIAM AND ROSEMARY PACELLA FAMILY Private foundation$2,5001 12018–2018 LEOPARDO CHARITABLE FOUNDATION
THE BESSEMER GIVING FUND DAF sponsor$1,4221 12020–2020 WINDSTAR CLUB CHARITABLE FOUNDATION INC
JPMORGAN CHASE FOUNDATION Private foundation$1,0001 12024–2024 DELIVERING BETTER LIVES CHARITABLE FOUNDATION
THE FLORIN FAMILY FOUNDATION INC Private foundation$5533 12021–2024 DELIVERING BETTER LIVES CHARITABLE FOUNDATION
AMAZONSMILE FOUNDATION Private foundation$3294 12020–2023 DELIVERING BETTER LIVES CHARITABLE FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $57,863 spent · pay $13,995 · grants $38,108 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $38,108 65.9%
Pay: officers, directors, trustees $13,995 24.2%
Taxes $4,260 7.4%
Fees: accounting $1,500 2.6%
Total$57,863100%

View the filing

2023 · Form 990PF · $47,922 spent · pay $13,123 · grants $32,940 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $32,940 68.7%
Pay: officers, directors, trustees $13,123 27.4%
Fees: accounting $1,500 3.1%
Taxes $359 0.7%
Total$47,922100%

View the filing

2022 · Form 990PF · $63,092 spent · pay $12,834 · grants $47,977 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $47,977 76.0%
Pay: officers, directors, trustees $12,834 20.3%
Fees: accounting $1,500 2.4%
Taxes $781 1.2%
Total$63,092100%

View the filing

2021 · Form 990PF · $80,956 spent · pay $15,426 · grants $62,860 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $62,860 77.6%
Pay: officers, directors, trustees $15,426 19.1%
Fees: accounting $1,500 1.9%
Taxes $1,170 1.4%
Total$80,956100%

View the filing

2020 · Form 990PF · $54,049 spent · pay $14,559 · grants $38,370 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $38,370 71.0%
Pay: officers, directors, trustees $14,559 26.9%
Fees: accounting $750 1.4%
Taxes $370 0.7%
Total$54,049100%

View the filing

2019 · Form 990PF · $56,424 spent · pay $13,395 · grants $40,670 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $40,670 72.1%
Pay: officers, directors, trustees $13,395 23.7%
Fees: accounting $1,500 2.7%
Taxes $859 1.5%
Total$56,424100%

View the filing

2018 · Form 990PF · $52,998 spent · pay $13,190 · grants $38,517 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $38,517 72.7%
Pay: officers, directors, trustees $13,190 24.9%
Taxes $1,291 2.4%
Total$52,998100%

View the filing

2017 · Form 990PF · $51,341 spent · pay $13,098 · grants $35,513 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $35,513 69.2%
Pay: officers, directors, trustees $13,098 25.5%
Fees: accounting $1,500 2.9%
Taxes $1,230 2.4%
Total$51,341100%

View the filing

2016 · Form 990PF · $47,446 spent · pay $11,867 · grants $34,829 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $34,829 73.4%
Pay: officers, directors, trustees $11,867 25.0%
Fees: accounting $750 1.6%
Total$47,446100%

View the filing

2015 · Form 990PF · $50,662 spent · pay $11,413 · grants $37,923 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $37,923 74.9%
Pay: officers, directors, trustees $11,413 22.5%
Fees: accounting $750 1.5%
Taxes $576 1.1%
Total$50,662100%

View the filing

2014 · Form 990PF · $50,539 spent · pay $12,723 · grants $36,828 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $36,828 72.9%
Pay: officers, directors, trustees $12,723 25.2%
Fees: accounting $750 1.5%
Taxes $238 0.5%
Total$50,539100%

View the filing

2013 · Form 990PF · $55,602 spent · pay $12,768 · grants $39,884 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $39,884 71.7%
Pay: officers, directors, trustees $12,768 23.0%
Other expenses $2,092 3.8%
Fees: accounting $750 1.3%
Taxes $108 0.2%
Total$55,602100%

View the filing

2012 · Form 990PF · $56,908 spent · pay $12,416 · grants $37,853 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $37,853 66.5%
Pay: officers, directors, trustees $12,416 21.8%
Other expenses $5,868 10.3%
Fees: accounting $750 1.3%
Taxes $21 0.0%
Total$56,908100%

View the filing

2011 · Form 990PF · $57,988 spent · pay $10,289 · grants $39,376 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $39,376 67.9%
Pay: officers, directors, trustees $10,289 17.7%
Other expenses $4,543 7.8%
Taxes $2,672 4.6%
Fees: accounting $750 1.3%
Fees: legal $358 0.6%
Total$57,988100%

View the filing