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Nonprofiteer
← LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO

Form 990 for tax year 2025

Filed by LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO.

Totals

Total revenue
$54,091
Total expenses
$43,495
Contributions and grants received
$0
Grants paid
$29,323
Program service revenue
$0
Investment income
$54,091
Other revenue
$0
Total assets, end of year
$794,738
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$794,738
Program services expenses (Part IX)
$29,323
Management and general expenses
$14,172
Fundraising expenses
$0
Program service expenses (Part III)
$29,323

Program services were 67.4% 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 $28,245 · excluded $28,245

  • 7a · Gross sales of assets other than inventory

    securities $52,559 · other assets $14,729

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

    securities $41,442

  • 7c · Gain or loss

    securities $11,117 · other assets $14,729

  • 7d · Net gain or loss

    total $25,846 · excluded $25,846

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $29,323 · program services $29,323

  • 5 · Compensation of officers, directors and key employees

    total $12,222 · management and general $12,222

  • 11c · Fees: accounting

    total $1,950 · management and general $1,950

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $36,761 · end of year $68,147

  • 11 · Investments: publicly traded securities

    beginning of year $746,919 · end of year $726,057

  • 15 · Other assets

    beginning of year $462 · end of year $534

  • 29 · Capital stock, trust principal or current funds

    beginning of year $784,142 · end of year $794,738

Mission and programs · 2025

Mission

TO FUND CHARITABLE BENEFICIARY

  • ALL INCOME IS DISTRIBUTED TO QUALIFIED CHARITABLE BENEFICIARY

    Expenses $29,323 · Grants $29,323

As filed on the 2025 return.

Listed in Part VII

  • Woodtrust Bank

    TRUSTEE

    Total calculated
    $12,222
    From this org
    $12,222
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

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

  • NORTHERN WI CTR FOR THE DEV DISABLE

    $29,323

    OPERATIONS

Provenance

Return type
form_990
Tax year
2025
Filed
6 May 2026
IRS schema version
2025v4.0
Source object
202601359349303555

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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