Schmidt Messmer Perpetual Charitable Trust 3402761800

Chicago, IL
Tax-exempt since Sept. 1996
EIN: 61-6232326

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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

$389k (2024)

Expenses

$392k (2024)

Total Assets

$5.77M (2024)

Total Liabilities

$0 (2024)

Years with missing data

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

$389,445

Expenses

$391,793

Net Income

-$2,348

Net Assets

$5,765,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$251,777	64.7%
Sales of Assets	$137,668	35.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$332,289	84.8%
Compensation of Officers*	$77,854	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,765,161
Total Liabilities	$0
Net Assets	$5,765,161

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$77,854	$0

990-PF

Filed on May 7, 2025

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$429,097

Expenses

$414,717

Net Income

$14,380

Net Assets

$5,784,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$194,528	45.3%
Sales of Assets	$234,569	54.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$361,790	87.2%
Compensation of Officers*	$69,405	16.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,784,201
Total Liabilities	$0
Net Assets	$5,784,201

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$69,405	$0

990-PF

Filed on April 22, 2024

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$150,426

Expenses

$431,314

Net Income

-$280,888

Net Assets

$5,751,799

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$207,981	> 100%
Sales of Assets	-$57,579
Other Income	$24	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$372,832	86.4%
Compensation of Officers*	$73,282	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,751,799
Total Liabilities	$0
Net Assets	$5,751,799

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$73,282	$0

990-PF

Filed on May 1, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$658,540

Expenses

$376,210

Net Income

$282,330

Net Assets

$6,033,574

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$236,281	35.9%
Sales of Assets	$422,259	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,820	83.4%
Compensation of Officers*	$79,784	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	$6,033,574
Total Liabilities	$0
Net Assets	$6,033,574

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$79,784	$0

990-PF

Filed on April 25, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$326,844

Expenses

$403,445

Net Income

-$76,601

Net Assets

$5,748,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$155,653	47.6%
Sales of Assets	$171,191	52.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354,936	88.0%
Compensation of Officers*	$68,775	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,748,217
Total Liabilities	$1
Net Assets	$5,748,216

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$68,775	$0

990-PF

Filed on April 29, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$406,207

Expenses

$389,707

Net Income

$16,500

Net Assets

$5,824,710

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$181,684	44.7%
Sales of Assets	$224,523	55.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$333,492	85.6%
Compensation of Officers*	$66,070	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,824,711
Total Liabilities	$1
Net Assets	$5,824,710

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$66,070	$0

990-PF

Filed on June 10, 2020

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$362,705

Expenses

$374,695

Net Income

-$11,990

Net Assets

$5,808,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$165,163	45.5%
Sales of Assets	$197,542	54.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$330,637	88.2%
Compensation of Officers*	$55,980	14.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,808,093
Total Liabilities	$0
Net Assets	$5,808,093

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank N A (Trustee)	$55,980	$0

990-PF

Filed on Oct. 28, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$302,814

Expenses

$349,080

Net Income

-$46,266

Net Assets

$5,821,789

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$146,419	48.4%
Sales of Assets	$147,540	48.7%
Other Income	$8,855	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$313,072	89.7%
Compensation of Officers*	$56,308	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,821,789
Total Liabilities	$0
Net Assets	$5,821,789

Compensation

Key Employees and Officers	Compensation	Other
Jp Morgan Chase Bank Na (Trustee)	$56,308	$0

990-PF

Filed on May 9, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

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

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$233,542

Expenses

$396,479

Net Income

-$162,937

Net Assets

$6,066,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$148,575	63.6%
Sales of Assets	$85,781	36.7%
Other Income	-$814

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$356,192	89.8%
Compensation of Officers*	$63,692	16.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,066,755
Total Liabilities	$0
Net Assets	$6,066,755

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$334,825

Expenses

$395,386

Net Income

-$60,561

Net Assets

$6,227,216

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$166,341	49.7%
Sales of Assets	$161,637	48.3%
Other Income	$6,847	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$331,921	83.9%
Compensation of Officers*	$58,181	14.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,227,216
Total Liabilities	$0
Net Assets	$6,227,216

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$547,145

Expenses

$353,176

Net Income

$193,969

Net Assets

$6,286,571

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$165,661	30.3%
Sales of Assets	$378,746	69.2%
Other Income	$2,738	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$320,266	90.7%
Compensation of Officers*	$38,678	11.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,286,571
Total Liabilities	$0
Net Assets	$6,286,571

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$315,973

Expenses

$360,423

Net Income

-$44,450

Net Assets

$6,082,621

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$163,824	51.8%
Sales of Assets	$152,149	48.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$314,089	87.1%
Compensation of Officers*	$39,419	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,082,621
Total Liabilities	$0
Net Assets	$6,082,621

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$496,437

Expenses

$302,795

Net Income

$193,642

Net Assets

$6,134,502

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$187,575	37.8%
Sales of Assets	$308,351	62.1%
Other Income	$511	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$266,687	88.1%
Compensation of Officers*	$40,166	13.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,134,503
Total Liabilities	$1
Net Assets	$6,134,502

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Updated January 26, 2026

Schmidt Messmer Perpetual Charitable Trust 3402761800

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $389k (2024)

Expenses $392k (2024)

Total Assets $5.77M (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

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$389k (2024)

Expenses

$392k (2024)

Total Assets

$5.77M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
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.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

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Fiscal Year Ending Dec.
2001