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Ruth O Secord Perpetual Charitable Trust

Organization summary

Type of Nonprofit

Designated as a 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.

Summary charts: organization finances over time

Revenue
$286k (2025)

Expenses
$381k (2025)

Total Assets
$4.34M (2025)

Total Liabilities
$0 (2025)

Years with missing data
Source: Form 990 tax filings from 2013 to 2025

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 Feb.
2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$285,612
Expenses
$381,240
Net Income
-$95,628
Net Assets
$4,341,276
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $209,915
73.5%
Sales of Assets $75,697
26.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $309,111
81.1%
Compensation of Officers* $126,402
33.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,341,276
Total Liabilities $0
Net Assets $4,341,276
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $84,268 $0
Christopher J Berghoff (Co Trustee) $42,134 $0

Document Links

Fiscal Year Ending Feb.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$229,168
Expenses
$368,675
Net Income
-$139,507
Net Assets
$4,435,894
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $158,024
69.0%
Sales of Assets $71,144
31.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $302,566
82.1%
Compensation of Officers* $111,419
30.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,435,894
Total Liabilities $0
Net Assets $4,435,894
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $73,292 $0
Christopher J Berghoff (Co Trustee) $38,127 $0

Document Links

Fiscal Year Ending Feb.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$293,334
Expenses
$396,980
Net Income
-$103,646
Net Assets
$4,582,890
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $157,399
53.7%
Sales of Assets $135,921
46.3%
Other Income $14
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $329,070
82.9%
Compensation of Officers* $70,559
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 $4,582,890
Total Liabilities $0
Net Assets $4,582,890
Compensation
Key Employees and Officers Compensation Other
Christopher J Berghoff (Co Trustee) $36,813 $0
Jp Morgan Chase Bank Na (Trustee) $33,746 $0

Document Links

Fiscal Year Ending Feb.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$330,137
Expenses
$423,365
Net Income
-$93,228
Net Assets
$4,686,536
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $206,466
62.5%
Sales of Assets $123,671
37.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $330,806
78.1%
Compensation of Officers* $145,996
34.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,686,536
Total Liabilities $0
Net Assets $4,686,536
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $97,471 $0
Christopher J Berghoff (Co Trustee) $48,525 $0

Document Links

Fiscal Year Ending Feb.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$394,036
Expenses
$330,653
Net Income
$63,383
Net Assets
$4,774,773
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $132,972
33.7%
Sales of Assets $261,064
66.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $275,810
83.4%
Compensation of Officers* $78,841
23.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,774,774
Total Liabilities $1
Net Assets $4,774,773
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Trustee) $52,561 $0
Christopher J Berghoff (Co Trustee) $26,280 $0

Document Links

Fiscal Year Ending Feb.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$441,513
Expenses
$352,912
Net Income
$88,601
Net Assets
$4,711,388
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $142,464
32.3%
Sales of Assets $297,536
67.4%
Other Income $1,513
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $294,614
83.5%
Compensation of Officers* $89,472
25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,711,389
Total Liabilities $1
Net Assets $4,711,388
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Co Trustee) $59,648 $0
Christopher J Berghoff (Co Trustee) $29,824 $0

Document Links

Fiscal Year Ending Feb.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$317,113
Expenses
$355,544
Net Income
-$38,431
Net Assets
$4,622,787
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $136,259
43.0%
Sales of Assets $180,854
57.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $300,787
84.6%
Compensation of Officers* $63,878
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 $4,622,787
Total Liabilities $0
Net Assets $4,622,787
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Co Trustee) $41,368 $0
Christopher J Berghoff (Co Trustee) $22,510 $0

Document Links

Fiscal Year Ending Feb.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$386,343
Expenses
$306,570
Net Income
$79,773
Net Assets
$4,661,247
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $142,293
36.8%
Sales of Assets $244,050
63.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $267,257
87.2%
Compensation of Officers* $60,734
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,661,247
Total Liabilities $0
Net Assets $4,661,247
Compensation
Key Employees and Officers Compensation Other
Jp Morgan Chase Bank Na (Co Trustee) $40,629 $0
Christopher J Berghoff (Co Trustee) $20,105 $0

Document Links

Fiscal Year Ending Feb.
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 Feb.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$164,966
Expenses
$332,993
Net Income
-$168,027
Net Assets
$4,767,887
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $105,120
63.7%
Sales of Assets $59,845
36.3%
Other Income $1
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $292,609
87.9%
Compensation of Officers* $59,670
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 $4,767,887
Total Liabilities $0
Net Assets $4,767,887

Document Links

Fiscal Year Ending Feb.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$339,375
Expenses
$324,679
Net Income
$14,696
Net Assets
$4,935,920
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $120,601
35.5%
Sales of Assets $218,774
64.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $268,721
82.8%
Compensation of Officers* $64,301
19.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,935,920
Total Liabilities $0
Net Assets $4,935,920

Document Links

Fiscal Year Ending Feb.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$376,550
Expenses
$308,930
Net Income
$67,620
Net Assets
$4,921,465
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $19,471
5.2%
Interest Revenue $0
Dividends $100,814
26.8%
Sales of Assets $256,253
68.1%
Other Income $12
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $253,990
82.2%
Compensation of Officers* $69,128
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 $4,921,465
Total Liabilities $0
Net Assets $4,921,465

Document Links

Fiscal Year Ending Feb.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$117,818
Expenses
$286,147
Net Income
-$168,329
Net Assets
$4,855,758
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $0
Dividends $83,188
70.6%
Sales of Assets $34,617
29.4%
Other Income $13
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $230,066
80.4%
Compensation of Officers* $70,999
24.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.
Assets/Debt
Total Assets $4,855,758
Total Liabilities $0
Net Assets $4,855,758

Document Links

Fiscal Year Ending Feb.
2012

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?

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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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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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