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Nonprofiteer
← J P FETZEK CHARITABLE FOUNDATION INC

Form 990 for tax year 2023

Filed by J P FETZEK CHARITABLE FOUNDATION INC.

Totals

Total revenue
$194,973
Total expenses
$515,741
Contributions and grants received
$550
Grants paid
$510,000
Program service revenue
$0
Investment income
$194,423
Other revenue
$0
Total assets, end of year
$15,352
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$15,352
Program services expenses (Part IX)
$514,306
Management and general expenses
$1,435
Fundraising expenses
$0
Program service expenses (Part III)
$514,306

Program services were 99.7% 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

    $550

  • 3 · Investment income

    total $12,165 · excluded $12,165

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $531,436

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

    securities $349,178

  • 7c · Gain or loss

    securities $182,258

  • 7d · Net gain or loss

    total $182,258 · related or exempt $182,258

  • 8c · Net income from fundraising events

    total $0

  • 9c · Net income from gaming

    total $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $510,000 · program services $510,000

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $0

  • 11b · Fees: legal

    total $0

  • 11c · Fees: accounting

    total $5,125 · program services $3,844 · management and general $1,281

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $45 · program services $34 · management and general $11

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $571 · program services $428 · management and general $143

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $0

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $0

  • 24e · All other expenses

    total $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $5,078 · end of year $15,352

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $331,042 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 29 · Capital stock, trust principal or current funds

    beginning of year $336,120 · end of year $15,352

Mission and programs · 2023

Mission

TO PROVIDE RELIEF FOR THE POOR AND ADVANCE RELIGION.

  • GENERAL SUPPORT WAS GIVEN TO ORGANIZATIONS IDENTIFIED AS HAVING COMMON PURPOSES, INCLUDING THE CATHOLIC CHURCH AND ITS AFFILIATED ORGANIZATIONS, IN THE AMOUNT OF $400,000. INCLUDED IN THAT AMOUNT WAS $318,000 GIVEN TO AFFILIATED CATHOLIC ORGANIZATIONS WHICH PROVIDE RELIEF TO THE POOR. GENERAL SUPPORT OF $100,000 WAS DONATED TO SCHWAB CHARITABLE FUND. GENERAL SUPPORT WAS GIVEN TO AN ORGANIZATION WHICH PROVIDES RELIEF FOR THE POOR IN THE AMOUNT OF $10,000.

    Expenses $514,306 · Grants $510,000

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

Listed in Part VII

  • Jill Aldape

    V President/Dir

    Total calculated
    $120,000
    From this org
    $0
    From related orgs
    $120,000
    Other
    $0
    Hours/week
    0 + 40 related

  • Sheryl Hanson

    Director

    Total calculated
    $44,000
    From this org
    $0
    From related orgs
    $44,000
    Other
    $0
    Hours/week
    0 + 40 related

  • Joseph P Fetzek

    Pres/Director

    Total calculated
    $0
    Hours/week
    1

  • Greg O'Sullivan

    Secr/Treas/Dir

    Total calculated
    $0
    Hours/week
    0

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

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
4 November 2024
IRS schema version
2023v5.1
Source object
202403099349301455

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