Paul & Mulva Smith Char Tr

Milwaukee, WI
Tax-exempt since Oct. 1996
EIN: 43-6616234

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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

$146k (2024)

Expenses

$137k (2024)

Total Assets

$1.74M (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

$146,158

Expenses

$136,707

Net Income

$9,451

Net Assets

$1,737,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$58,008	39.7%
Sales of Assets	$88,103	60.3%
Other Income	$47	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,435	73.5%
Compensation of Officers*	$36,281	26.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,737,721
Total Liabilities	$0
Net Assets	$1,737,721

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$36,281	$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

$116,012

Expenses

$162,394

Net Income

-$46,382

Net Assets

$1,728,275

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$51,656	44.5%
Sales of Assets	$61,801	53.3%
Other Income	$2,555	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$130,891	80.6%
Compensation of Officers*	$32,713	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	$1,728,275
Total Liabilities	$0
Net Assets	$1,728,275

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$32,713	$0

990-PF

Filed on May 5, 2024

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

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PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$12,745

Expenses

$125,361

Net Income

-$138,106

Net Assets

$1,774,663

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,003
Sales of Assets	-$52,783
Other Income	$35

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$90,606	72.3%
Compensation of Officers*	$31,495	25.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,774,663
Total Liabilities	$0
Net Assets	$1,774,663

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$31,495	$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

$234,114

Expenses

$122,571

Net Income

$111,543

Net Assets

$1,912,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$38,746	16.6%
Sales of Assets	$195,368	83.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$89,122	72.7%
Compensation of Officers*	$35,443	28.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,912,764
Total Liabilities	$0
Net Assets	$1,912,764

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$35,443	$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

$66,052

Expenses

$114,211

Net Income

-$48,159

Net Assets

$1,809,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$33,779	51.1%
Sales of Assets	$28,447	43.1%
Other Income	$3,826	5.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$87,272	76.4%
Compensation of Officers*	$28,819	25.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,809,230
Total Liabilities	$1
Net Assets	$1,809,229

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$28,819	$0

990-PF

Filed on May 12, 2021

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

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XML

Fiscal Year Ending Dec.
2019

Revenue

$17,848

Expenses

$112,788

Net Income

-$94,940

Net Assets

$1,850,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,435	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,704	75.1%
Compensation of Officers*	$27,858	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	$1,850,728
Total Liabilities	$1
Net Assets	$1,850,727

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$27,858	$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

$248,618

Expenses

$125,802

Net Income

$122,816

Net Assets

$1,944,819

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,590	16.7%
Sales of Assets	$207,028	83.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,253	67.0%
Compensation of Officers*	$28,493	22.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,944,819
Total Liabilities	$0
Net Assets	$1,944,819

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$28,493	$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

$391,395

Expenses

$123,985

Net Income

$267,410

Net Assets

$1,821,963

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,998	11.8%
Sales of Assets	$345,397	88.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$96,964	78.2%
Compensation of Officers*	$27,494	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	$1,821,963
Total Liabilities	$0
Net Assets	$1,821,963

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$27,494	$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

$84,612

Expenses

$150,237

Net Income

-$65,625

Net Assets

$1,554,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$40,816	48.2%
Sales of Assets	$40,649	48.0%
Other Income	$3,147	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$125,724	83.7%
Compensation of Officers*	$26,313	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,554,910
Total Liabilities	$0
Net Assets	$1,554,910

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$26,313	$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

$28,279

Expenses

$138,426

Net Income

-$110,147

Net Assets

$1,617,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$41,508	> 100%
Sales of Assets	-$13,229
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,210	78.9%
Compensation of Officers*	$28,032	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	$1,617,800
Total Liabilities	$0
Net Assets	$1,617,800

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$28,032	$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

$203,928

Expenses

$138,894

Net Income

$65,034

Net Assets

$1,727,918

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$53,777	26.4%
Sales of Assets	$150,151	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$104,793	75.4%
Compensation of Officers*	$29,448	21.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,727,918
Total Liabilities	$0
Net Assets	$1,727,918

Compensation

Key Employees and Officers	Compensation	Other
Us Bank (Trustee)	$29,448	$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

$171,099

Expenses

$126,989

Net Income

$44,110

Net Assets

$1,664,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$45,195	26.4%
Sales of Assets	$125,904	73.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$93,363	73.5%
Compensation of Officers*	$28,389	22.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,664,091
Total Liabilities	$0
Net Assets	$1,664,091

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$28,389	$0

990-PF

Filed on May 1, 2014

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

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$95,296

Expenses

$113,842

Net Income

-$18,546

Net Assets

$1,622,142

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$47,669	50.0%
Sales of Assets	$47,627	50.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,500	75.1%
Compensation of Officers*	$25,906	22.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,622,143
Total Liabilities	$1
Net Assets	$1,622,142

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$69,389

Expenses

$110,595

Net Income

-$41,206

Net Assets

$1,640,693

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$39,452	56.9%
Sales of Assets	$28,148	40.6%
Other Income	$1,789	2.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,500	77.3%
Compensation of Officers*	$23,762	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	$1,640,694
Total Liabilities	$1
Net Assets	$1,640,693

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

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Paul & Mulva Smith Char Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $146k (2024)

Expenses $137k (2024)

Total Assets $1.74M (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

$146k (2024)

Expenses

$137k (2024)

Total Assets

$1.74M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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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.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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2001