Schwartz Memorial Foundation Trust

Milwaukee, WI
Tax-exempt since Dec. 1972
EIN: 23-7075494

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$72.3k (2024)

Expenses

$84.6k (2024)

Total Assets

$1.07M (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

$72,323

Expenses

$84,609

Net Income

-$12,286

Net Assets

$1,073,264

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,426	61.4%
Sales of Assets	$27,877	38.5%
Other Income	$20	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,796	74.2%
Compensation of Officers*	$20,882	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,073,264
Total Liabilities	$0
Net Assets	$1,073,264

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$20,882	$0

990-PF

Filed on May 9, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$103,904

Expenses

$84,971

Net Income

$18,933

Net Assets

$1,085,593

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,672	38.2%
Sales of Assets	$64,142	61.7%
Other Income	$90	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,784	78.6%
Compensation of Officers*	$19,264	22.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,085,593
Total Liabilities	$0
Net Assets	$1,085,593

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$19,264	$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

$37,383

Expenses

$95,414

Net Income

-$58,031

Net Assets

$1,066,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,239	83.6%
Sales of Assets	$6,126	16.4%
Other Income	$18	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,354	80.0%
Compensation of Officers*	$19,311	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,066,667
Total Liabilities	$0
Net Assets	$1,066,667

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$19,311	$0

990-PF

Filed on May 8, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$63,227

Expenses

$86,924

Net Income

-$23,697

Net Assets

$1,124,838

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,882	52.0%
Sales of Assets	$30,239	47.8%
Other Income	$106	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,153	77.3%
Compensation of Officers*	$21,180	24.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,124,838
Total Liabilities	$0
Net Assets	$1,124,838

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$21,180	$0

990-PF

Filed on May 10, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$32,870

Expenses

$84,454

Net Income

-$51,584

Net Assets

$1,148,534

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$31,406	95.5%
Sales of Assets	$1,464	4.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,220	78.4%
Compensation of Officers*	$18,757	22.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,148,535
Total Liabilities	$1
Net Assets	$1,148,534

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$18,757	$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

$71,378

Expenses

$85,301

Net Income

-$13,923

Net Assets

$1,200,198

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,784	50.1%
Sales of Assets	$35,363	49.5%
Other Income	$231	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,868	79.6%
Compensation of Officers*	$18,407	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,200,199
Total Liabilities	$1
Net Assets	$1,200,198

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$18,407	$0

990-PF

Filed on July 7, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$49,939

Expenses

$85,640

Net Income

-$35,701

Net Assets

$1,214,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,218	68.5%
Sales of Assets	$15,721	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,204	79.6%
Compensation of Officers*	$17,357	20.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,214,263
Total Liabilities	$0
Net Assets	$1,214,263

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$17,357	$0

990-PF

Filed on May 7, 2019

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

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Fiscal Year Ending Dec.
2017

Revenue

$60,690

Expenses

$81,225

Net Income

-$20,535

Net Assets

$1,249,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,939	59.2%
Sales of Assets	$24,751	40.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,576	79.5%
Compensation of Officers*	$15,919	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	$1,249,962
Total Liabilities	$0
Net Assets	$1,249,962

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$15,919	$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

$113,006

Expenses

$83,517

Net Income

$29,489

Net Assets

$1,270,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,015	24.8%
Sales of Assets	$84,991	75.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,545	82.1%
Compensation of Officers*	$15,330	18.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,270,497
Total Liabilities	$0
Net Assets	$1,270,497

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$15,330	$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

$67,182

Expenses

$87,749

Net Income

-$20,567

Net Assets

$1,241,006

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,794	38.4%
Sales of Assets	$41,388	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,267	82.4%
Compensation of Officers*	$15,911	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	$1,241,006
Total Liabilities	$0
Net Assets	$1,241,006

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$15,911	$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

$92,135

Expenses

$86,497

Net Income

$5,638

Net Assets

$1,261,562

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,132	32.7%
Sales of Assets	$62,003	67.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,990	79.8%
Compensation of Officers*	$16,405	19.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,261,562
Total Liabilities	$0
Net Assets	$1,261,562

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$16,405	$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

$128,569

Expenses

$81,688

Net Income

$46,881

Net Assets

$1,255,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$27,834	21.6%
Sales of Assets	$100,735	78.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,959	82.0%
Compensation of Officers*	$15,260	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	$1,255,924
Total Liabilities	$0
Net Assets	$1,255,924

Compensation

Key Employees and Officers	Compensation	Other
Usbank Na (Trustee)	$15,260	$0

990-PF

Filed on May 2, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$45,569

Expenses

$79,674

Net Income

-$34,105

Net Assets

$1,209,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,669	62.9%
Sales of Assets	$16,900	37.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,645	82.4%
Compensation of Officers*	$14,274	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,210,053
Total Liabilities	$1,000
Net Assets	$1,209,053

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,701

Expenses

$81,948

Net Income

-$77,247

Net Assets

$1,243,160

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,081	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,273	83.3%
Compensation of Officers*	$14,637	17.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,244,160
Total Liabilities	$1,000
Net Assets	$1,243,160

990-PF

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

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

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Schwartz Memorial Foundation Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $72.3k (2024)

Expenses $84.6k (2024)

Total Assets $1.07M (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

$72.3k (2024)

Expenses

$84.6k (2024)

Total Assets

$1.07M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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