Phoebe W Sime Trust For Pottstown High School

Milwaukee, WI
Tax-exempt since Jan. 2000
EIN: 41-1863218

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$66.8k (2024)

Expenses

$62.6k (2024)

Total Assets

$920k (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

$66,773

Expenses

$62,570

Net Income

$4,203

Net Assets

$920,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,758	40.1%
Sales of Assets	$39,983	59.9%
Other Income	$32	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,612	60.1%
Compensation of Officers*	$25,871	41.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$920,108
Total Liabilities	$0
Net Assets	$920,108

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$17,247	$0
Susan M Litecky (Co Trustee)	$8,624	$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

$57,208

Expenses

$79,983

Net Income

-$22,775

Net Assets

$915,933

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,894	45.3%
Sales of Assets	$30,903	54.0%
Other Income	$411	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,720	72.2%
Compensation of Officers*	$23,953	29.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$915,933
Total Liabilities	$0
Net Assets	$915,933

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$23,953	$0
Susan M Litecky (Co Trustee)	$0	$0

990-PF

Filed on May 5, 2024

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Fiscal Year Ending Dec.
2022

Revenue

$33,017

Expenses

$87,973

Net Income

-$54,956

Net Assets

$939,843

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$20,336	61.6%
Sales of Assets	$12,648	38.3%
Other Income	$33	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,974	71.6%
Compensation of Officers*	$26,488	30.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$939,843
Total Liabilities	$0
Net Assets	$939,843

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$26,488	$0
Susan M Litecky (Co Trustee)	$0	$0

990-PF

Filed on May 8, 2023

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Fiscal Year Ending Dec.
2021

Revenue

$71,524

Expenses

$79,498

Net Income

-$7,974

Net Assets

$995,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,706	34.5%
Sales of Assets	$46,663	65.2%
Other Income	$155	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$52,224	65.7%
Compensation of Officers*	$29,951	37.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$995,775
Total Liabilities	$0
Net Assets	$995,775

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$29,951	$0
Susan M Litecky (Co Trustee)	$0	$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

$49,630

Expenses

$79,251

Net Income

-$29,621

Net Assets

$1,003,750

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$21,738	43.8%
Sales of Assets	$27,892	56.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,459	70.0%
Compensation of Officers*	$25,262	31.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,003,751
Total Liabilities	$1
Net Assets	$1,003,750

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$25,262	$0
Susan M Litecky (Co Trustee)	$0	$0

990-PF

Filed on May 12, 2021

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Fiscal Year Ending Dec.
2019

Revenue

$66,436

Expenses

$81,370

Net Income

-$14,934

Net Assets

$1,034,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$25,606	38.5%
Sales of Assets	$40,830	61.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,569	68.3%
Compensation of Officers*	$26,363	32.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,034,830
Total Liabilities	$1
Net Assets	$1,034,829

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$18,319	$0
Susan M Litecky (Co Trustee)	$8,044	$0

990-PF

Filed on May 8, 2020

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Fiscal Year Ending Dec.
2018

Revenue

$80,483

Expenses

$83,971

Net Income

-$3,488

Net Assets

$1,051,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,704	30.7%
Sales of Assets	$48,255	60.0%
Other Income	$7,524	9.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,132	69.2%
Compensation of Officers*	$27,011	32.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,051,248
Total Liabilities	$0
Net Assets	$1,051,248

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$18,007	$0
Susan M Litecky (Co Trustee)	$9,004	$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

$65,936

Expenses

$102,210

Net Income

-$36,274

Net Assets

$1,055,946

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,969	47.0%
Sales of Assets	$34,967	53.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,902	59.6%
Compensation of Officers*	$27,591	27.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,055,946
Total Liabilities	$0
Net Assets	$1,055,946

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$18,394	$0
Susan M Litecky (Co Trustee)	$9,197	$0

990-PF

Filed on April 28, 2018

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Fiscal Year Ending Dec.
2016

Revenue

$441,121

Expenses

$72,344

Net Income

$368,777

Net Assets

$1,092,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$32,096	7.3%
Sales of Assets	$409,025	92.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,382	65.5%
Compensation of Officers*	$26,915	37.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,092,261
Total Liabilities	$0
Net Assets	$1,092,261

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Co Trustee)	$17,943	$0
Betty J Staffenson (Co Trustee)	$8,972	$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

$88,051

Expenses

$95,285

Net Income

-$7,234

Net Assets

$723,643

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$34,621	39.3%
Sales of Assets	$53,430	60.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,211	70.5%
Compensation of Officers*	$28,372	29.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$723,643
Total Liabilities	$0
Net Assets	$723,643

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Co Trustee)	$18,914	$0
Betty J Staffenson (Co Trustee)	$9,458	$0

990-PF

Filed on May 11, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$144,916

Expenses

$102,941

Net Income

$41,975

Net Assets

$705,302

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$31,482	21.7%
Sales of Assets	$113,330	78.2%
Other Income	$103	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,449	74.3%
Compensation of Officers*	$29,143	28.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$705,366
Total Liabilities	$64
Net Assets	$705,302

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Co Trustee)	$19,429	$0
Betty J Staffenson (Co Trustee)	$9,714	$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

$28,232

Expenses

$72,046

Net Income

-$43,814

Net Assets

$688,798

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$28,199	99.9%
Sales of Assets	$32	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,380	75.5%
Compensation of Officers*	$28,721	39.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$689,490
Total Liabilities	$692
Net Assets	$688,798

Compensation

Key Employees and Officers	Compensation	Other
U S Bank Na (Co Trustee)	$19,647	$0
Betty J Staffenson (Co Trustee)	$9,074	$0

990-PF

Filed on May 1, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$22,571

Expenses

$57,656

Net Income

-$35,085

Net Assets

$732,615

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,619	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,083	69.5%
Compensation of Officers*	$27,269	47.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$732,626
Total Liabilities	$11
Net Assets	$732,615

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$29,923

Expenses

$25,746

Net Income

$4,177

Net Assets

$767,707

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,949	96.7%
Sales of Assets	$834	2.8%
Other Income	$140	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,173	43.4%
Compensation of Officers*	$22,599	87.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$768,104
Total Liabilities	$397
Net Assets	$767,707

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

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Updated January 26, 2026

Phoebe W Sime Trust For Pottstown High School

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $66.8k (2024)

Expenses $62.6k (2024)

Total Assets $920k (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

$66.8k (2024)

Expenses

$62.6k (2024)

Total Assets

$920k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2013

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