Skip to content
Nonprofiteer
← American Players Theatre Endowment Trust

Form 990 for tax year 2023

Filed by American Players Theatre Endowment Trust.

Totals

Total revenue
$107,338
Total expenses
$361,584
Contributions and grants received
$0
Grants paid
$359,937
Program service revenue
$0
Investment income
$107,338
Other revenue
$0
Total assets, end of year
$112
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$112
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$359,937

Program services were 0.0% 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 $7,391 · related or exempt $7,391

  • 7a · Gross sales of assets other than inventory

    securities $461,838

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

    securities $361,891

  • 7c · Gain or loss

    securities $99,947

  • 7d · Net gain or loss

    total $99,947

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $359,937

  • 11f · Fees: investment management

    total $1,647

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $112

  • 11 · Investments: publicly traded securities

    beginning of year $312,187

  • 29 · Capital stock, trust principal or current funds

    beginning of year $312,187 · end of year $112

Mission and programs · 2023

Mission

trust invested its endowment funds for the benefit of its supported organization: American Players Theatre of Wisconsin, Inc. At end of 2023, Trust dissolved and gifted all assets to supported organization.

Activities or mission (Part I)

Trust invests its endowment funds and makes distributions to its supported organization American Players Theatre of Wisconsin Inc

  • At the end of fiscal year, the Trust dissolved and gifted all of its assets to its supported organization: American Players Theatre of Wisconsin, Inc.

    Expenses $359,937 · Grants $359,937

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laura Kohler

    Trustee

    Total calculated
    $0
    Hours/week
    0.1

  • Steven Westphal

    Trustee

    Total calculated
    $0
    Hours/week
    1

  • Dean Ryerson

    Trustee

    Total calculated
    $0
    Hours/week
    0.1

  • Robert Zellers

    Trustee

    Total calculated
    $0
    Hours/week
    0.1

  • Sara Young

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

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

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
16 April 2024
IRS schema version
2023v5.0
Source object
202411079349300226

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.