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Nonprofiteer
← NELLIE AGNEW BECHTEL TRUST

Form 990 for tax year 2025

Filed by NELLIE AGNEW BECHTEL TRUST.

Totals

Total revenue
$393,067
Total expenses
$619,270
Contributions and grants received
$0
Grants paid
$454,476
Program service revenue
$0
Investment income
$393,067
Other revenue
$0
Total assets, end of year
$10,624,377
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,624,377
Program services expenses (Part IX)
$454,476
Management and general expenses
$164,794
Fundraising expenses
$0
Program service expenses (Part III)
$454,476

Program services were 73.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $316,425 · unrelated business $0 · excluded $316,425

  • 7a · Gross sales of assets other than inventory

    securities $551,851

  • 7b · Less cost or other basis and sales expenses

    securities $475,209

  • 7c · Gain or loss

    securities $76,642

  • 7d · Net gain or loss

    total $76,642 · related or exempt $0 · unrelated business $0 · excluded $76,642

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $454,476 · program services $454,476

  • 5 · Compensation of officers, directors and key employees

    total $88,864 · program services $0 · management and general $88,864 · fundraising $0

  • 11b · Fees: legal

    total $7,877 · program services $0 · management and general $7,877 · fundraising $0

  • 11c · Fees: accounting

    total $1,200 · program services $0 · management and general $1,200 · fundraising $0

  • 11f · Fees: investment management

    total $66,853 · program services $0 · management and general $66,853 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $311,507 · end of year $91,328

  • 11 · Investments: publicly traded securities

    beginning of year $9,669,111 · end of year $10,533,049

  • 29 · Capital stock, trust principal or current funds

    beginning of year $9,941,091 · end of year $10,582,606

  • 31 · Retained earnings, endowment or other funds

    beginning of year $39,527 · end of year $41,771

Mission and programs · 2025

Mission

Invest trust funds and distribute income to two designated 501(c)(3) charitable organizations.

  • $227,237.78 was paid to each of two 501(c)(3) charitable organizations: $227,237.78 to the Episcopal Diocese of Harrisburg, PA for the benefit of Nativity Church of Newport, PA and $227,237.78 to Beechwood Home, Cincinnati, OH (formerly Home for the Incurables).

    Expenses $454,476 · Grants $454,476

As filed on the 2025 return.

Listed in Part VII

  • Steven F Gay

    Trustee

    Total calculated
    $88,864
    From this org
    $88,864
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2025
Filed
27 March 2026
IRS schema version
2025v4.0
Source object
202620869349301102

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