Skip to content
Nonprofiteer
← KATE SVITEK MEMORIAL FOUNDATION

Form 990 for tax year 2025

Filed by KATE SVITEK MEMORIAL FOUNDATION.

Totals

Total revenue
$292,384
Total expenses
$269,337
Contributions and grants received
$92,953
Grants paid
$246,628
Program service revenue
$0
Investment income
$199,431
Other revenue
$0
Total assets, end of year
$2,644,464
Total liabilities, end of year
$122,590
Net assets or fund balances, end of year
$2,521,874
Program services expenses (Part IX)
$251,924
Management and general expenses
$15,648
Fundraising expenses
$1,765
Program service expenses (Part III)
$251,924

Program services were 93.5% 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.

  • 1f · All other contributions, gifts and grants

    $92,953

  • 3 · Investment income

    total $71,089 · excluded $71,089

  • 7a · Gross sales of assets other than inventory

    securities $699,876

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

    securities $571,534

  • 7c · Gain or loss

    securities $128,342

  • 7d · Net gain or loss

    total $128,342 · excluded $128,342

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $246,628 · program services $246,628

  • 11f · Fees: investment management

    total $7,414 · management and general $7,414

  • 13 · Office expenses

    total $8,827 · program services $5,296 · management and general $1,766 · fundraising $1,765

  • 14 · Information technology

    total $3,526 · management and general $3,526

  • 20 · Interest

    total $1,517 · management and general $1,517

  • 23 · Insurance

    total $1,425 · management and general $1,425

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $67,327 · end of year $72,878

  • 2 · Savings and temporary cash investments

    beginning of year $3,691

  • 11 · Investments: publicly traded securities

    beginning of year $2,250,693 · end of year $2,521,586

  • 15 · Other assets

    beginning of year $75,000 · end of year $50,000

  • 24 · Unsecured notes and loans payable

    end of year $122,590

  • 27 · Net assets without donor restrictions

    beginning of year $2,396,711 · end of year $2,521,874

Mission and programs · 2025

Mission

To promote and help fund a range of activities and education primarily related to outdoor and wilderness exploration, study and preservation.

  • To provide scholarships and grants to organizations which promote the exploration, study, use and enjoyment of the outdoors and wilderness. During 2024, there were 48 grants given.

    Expenses $251,924 · Grants $246,628

As filed on the 2025 return.

Listed in Part VII

  • Frank Svitek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Ellen Svitek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    15

  • Michael Svitek

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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
15 July 2026
IRS schema version
2025v4.2
Source object
202612029349300311

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

The source document this was parsed from is served over the API, which is where bulk and document access live.