Sam & Bertha Merritt Memorial Trust 60758740

Milwaukee, WI
Tax-exempt since Oct. 1965
EIN: 23-7035116

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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.

Revenue

$152k (2024)

Expenses

$203k (2024)

Total Assets

$2.78M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$152,330

Expenses

$202,829

Net Income

-$50,499

Net Assets

$2,784,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$106,547	69.9%
Sales of Assets	$45,614	29.9%
Other Income	$169	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$158,305	78.0%
Compensation of Officers*	$47,645	23.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,784,584
Total Liabilities	$0
Net Assets	$2,784,584

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$47,645	$0

990-PF

Filed on May 12, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$104,455

Expenses

$191,689

Net Income

-$87,234

Net Assets

$2,835,499

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$101,537	97.2%
Sales of Assets	$2,640	2.5%
Other Income	$278	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$149,217	77.8%
Compensation of Officers*	$45,252	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,835,499
Total Liabilities	$0
Net Assets	$2,835,499

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$45,252	$0

990-PF

Filed on May 5, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$169,834

Expenses

$235,145

Net Income

-$65,311

Net Assets

$2,923,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$84,214	49.6%
Sales of Assets	$85,598	50.4%
Other Income	$22	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$188,145	80.0%
Compensation of Officers*	$43,530	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,923,157
Total Liabilities	$0
Net Assets	$2,923,157

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$43,530	$0

990-PF

Filed on May 8, 2023

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

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XML

Fiscal Year Ending Dec.
2021

Revenue

$321,049

Expenses

$219,356

Net Income

$101,693

Net Assets

$2,988,877

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$78,675	24.5%
Sales of Assets	$240,329	74.9%
Other Income	$2,045	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$177,030	80.7%
Compensation of Officers*	$45,981	21.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,988,877
Total Liabilities	$0
Net Assets	$2,988,877

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$45,981	$0

990-PF

Filed on May 10, 2022

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

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XML

Fiscal Year Ending Dec.
2020

Revenue

$131,471

Expenses

$207,761

Net Income

-$76,290

Net Assets

$2,895,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$68,807	52.3%
Sales of Assets	$62,653	47.7%
Other Income	$11	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,431	81.1%
Compensation of Officers*	$42,589	20.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,895,337
Total Liabilities	$1
Net Assets	$2,895,336

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$42,589	$0

990-PF

Filed on May 12, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$269,764

Expenses

$205,038

Net Income

$64,726

Net Assets

$2,963,527

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$82,592	30.6%
Sales of Assets	$187,172	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$151,355	73.8%
Compensation of Officers*	$42,232	20.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,963,528
Total Liabilities	$1
Net Assets	$2,963,527

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$42,232	$0

990-PF

Filed on May 8, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$498,001

Expenses

$203,783

Net Income

$294,218

Net Assets

$2,899,522

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,757	16.4%
Sales of Assets	$416,244	83.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$159,080	78.1%
Compensation of Officers*	$42,417	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,899,522
Total Liabilities	$0
Net Assets	$2,899,522

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corporate Trustee)	$42,417	$0

990-PF

Filed on May 2, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$224,953

Expenses

$201,093

Net Income

$23,860

Net Assets

$2,607,751

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$76,871	34.2%
Sales of Assets	$148,082	65.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$156,056	77.6%
Compensation of Officers*	$41,784	20.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,607,751
Total Liabilities	$0
Net Assets	$2,607,751

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corporate Trustee)	$41,784	$0

990-PF

Filed on April 28, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$193,620

Expenses

$191,662

Net Income

$1,958

Net Assets

$2,584,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$81,900	42.3%
Sales of Assets	$107,413	55.5%
Other Income	$4,307	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$154,041	80.4%
Compensation of Officers*	$40,372	21.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,584,175
Total Liabilities	$0
Net Assets	$2,584,175

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corporate Trustee)	$40,372	$0

990-PF

Filed on May 5, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$40,363

Expenses

$212,354

Net Income

-$171,991

Net Assets

$2,579,893

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,010	> 100%
Sales of Assets	-$38,647
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$168,821	79.5%
Compensation of Officers*	$41,624	19.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,579,893
Total Liabilities	$0
Net Assets	$2,579,893

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corporate Trustee)	$41,624	$0

990-PF

Filed on May 11, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$291,427

Expenses

$218,179

Net Income

$73,248

Net Assets

$2,756,230

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$81,864	28.1%
Sales of Assets	$209,559	71.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$172,638	79.1%
Compensation of Officers*	$40,563	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,756,230
Total Liabilities	$0
Net Assets	$2,756,230

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corporate Trustee)	$40,563	$0

990-PF

Filed on May 12, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$324,794

Expenses

$200,217

Net Income

$124,577

Net Assets

$2,681,991

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$79,041	24.3%
Sales of Assets	$245,752	75.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$162,170	81.0%
Compensation of Officers*	$38,719	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,682,891
Total Liabilities	$900
Net Assets	$2,681,991

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Corporate Trustee)	$38,719	$0

990-PF

Filed on May 8, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$248,016

Expenses

$183,268

Net Income

$64,748

Net Assets

$2,557,418

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$79,800	32.2%
Sales of Assets	$168,216	67.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$150,614	82.2%
Compensation of Officers*	$35,299	19.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,557,494
Total Liabilities	$76
Net Assets	$2,557,418

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$173,702

Expenses

$198,983

Net Income

-$25,281

Net Assets

$2,492,659

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$77,344	44.5%
Sales of Assets	$96,326	55.5%
Other Income	$32	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$166,055	83.5%
Compensation of Officers*	$34,147	17.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,492,660
Total Liabilities	$1
Net Assets	$2,492,659

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.

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Updated January 26, 2026

Sam & Bertha Merritt Memorial Trust 60758740

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $152k (2024)

Expenses $203k (2024)

Total Assets $2.78M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$152k (2024)

Expenses

$203k (2024)

Total Assets

$2.78M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

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2002

Fiscal Year Ending Dec.
2001