Charles & Marie Von Weise Charitable Trust

Organization summary

Type of Nonprofit

Designated as a Non-exempt charitable trusts.

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

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$268,972
Expenses
$316,242
Net Income
-$47,270
Net Assets
$4,715,005
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $143,747
53.4%
Sales of Assets $125,225
46.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $277,854
87.9%
Compensation of Officers* $67,966
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,715,005
Total Liabilities $0
Net Assets $4,715,005
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $67,966 $0

Document Links

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$222,341
Expenses
$437,758
Net Income
-$215,417
Net Assets
$4,763,008
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $142,115
63.9%
Sales of Assets $77,741
35.0%
Other Income $2,485
1.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $402,380
91.9%
Compensation of Officers* $64,704
14.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,763,008
Total Liabilities $0
Net Assets $4,763,008
Compensation
Key Employees and Officers Compensation Other
Bmo Bank N A (Trustee) $64,704 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$128,637
Expenses
$371,789
Net Income
-$243,152
Net Assets
$4,978,233
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $138,106
> 100%
Sales of Assets -$12,805
Other Income $3,336
2.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $330,023
88.8%
Compensation of Officers* $67,203
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 $4,978,233
Total Liabilities $0
Net Assets $4,978,233
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank (Trustee) $67,203 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$442,935
Expenses
$335,919
Net Income
$107,016
Net Assets
$5,219,841
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $141,795
32.0%
Sales of Assets $298,894
67.5%
Other Income $2,246
0.5%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $297,446
88.5%
Compensation of Officers* $72,212
21.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,219,841
Total Liabilities $0
Net Assets $5,219,841
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank (Trustee) $72,212 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$22,175
Expenses
$329,924
Net Income
-$352,099
Net Assets
$5,111,081
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $139,070
Sales of Assets $0
Other Income $4,793
Notable Expenses Percent of Total Expenses
Charitable Disbursements $292,054
88.5%
Compensation of Officers* $66,150
20.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,111,082
Total Liabilities $1
Net Assets $5,111,081
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank (Trustee) $66,150 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$219,021
Expenses
$334,314
Net Income
-$115,293
Net Assets
$5,461,287
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $163,980
74.9%
Sales of Assets $55,041
25.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $290,318
86.8%
Compensation of Officers* $65,245
19.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,461,288
Total Liabilities $1
Net Assets $5,461,287
Compensation
Key Employees and Officers Compensation Other
Bmo Harris Bank (Trustee) $65,245 $0

Document Links

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2016

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$329,472
Expenses
$332,019
Net Income
-$2,547
Net Assets
$5,508,108
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $152,596
46.3%
Sales of Assets $176,876
53.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $293,659
88.4%
Compensation of Officers* $60,521
18.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,508,108
Total Liabilities $0
Net Assets $5,508,108

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$500,725
Expenses
$342,018
Net Income
$158,707
Net Assets
$5,514,526
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $163,859
32.7%
Sales of Assets $335,965
67.1%
Other Income $901
0.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $306,960
89.7%
Compensation of Officers* $60,538
17.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,514,526
Total Liabilities $0
Net Assets $5,514,526

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$395,491
Expenses
$326,840
Net Income
$68,651
Net Assets
$5,356,374
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $157,542
39.8%
Sales of Assets $232,706
58.8%
Other Income $5,243
1.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $272,724
83.4%
Compensation of Officers* $58,762
18.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,356,374
Total Liabilities $0
Net Assets $5,356,374

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$353,268
Expenses
$330,198
Net Income
$23,070
Net Assets
$5,288,349
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $167,325
47.4%
Sales of Assets $184,811
52.3%
Other Income $1,132
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $259,017
78.4%
Compensation of Officers* $57,017
17.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,288,349
Total Liabilities $0
Net Assets $5,288,349

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,061,077
Expenses
$312,935
Net Income
$748,142
Net Assets
$5,265,283
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $154,124
14.5%
Sales of Assets $904,182
85.2%
Other Income $2,771
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $260,364
83.2%
Compensation of Officers* $55,755
17.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $5,265,283
Total Liabilities $0
Net Assets $5,265,283

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2001

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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