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← DELORES A SACHS CHARITABLE TR

Form 990 for tax year 2023

Filed by DELORES A SACHS CHARITABLE TR.

Totals

Total revenue
$67,479
Total expenses
$70,466
Contributions and grants received
$0
Grants paid
$54,000
Program service revenue
$0
Investment income
$67,479
Other revenue
$0
Total assets, end of year
$1,654,717
Total liabilities, end of year
$54,000
Net assets or fund balances, end of year
$1,600,717
Program services expenses (Part IX)
$70,466
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$70,466

Program services were 100.0% 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 $69,077 · related or exempt $69,077

  • 7a · Gross sales of assets other than inventory

    securities $99,460

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

    securities $101,058

  • 7c · Gain or loss

    securities -$1,598

  • 7d · Net gain or loss

    total -$1,598 · related or exempt -$1,598

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $54,000 · program services $54,000

  • 5 · Compensation of officers, directors and key employees

    total $12,929 · program services $12,929

  • 10 · Payroll taxes

    total $1,071 · program services $1,071

  • 11f · Fees: investment management

    total $1,822 · program services $1,822

  • 13 · Office expenses

    total $644 · program services $644

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,369 · end of year $13,368

  • 2 · Savings and temporary cash investments

    beginning of year $255,925 · end of year $231,229

  • 11 · Investments: publicly traded securities

    beginning of year $1,394,567 · end of year $1,410,120

  • 18 · Grants payable

    beginning of year $50,000 · end of year $54,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,613,861 · end of year $1,600,717

Mission and programs · 2023

Mission

PROVIDE EDUCATIONAL SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS

Activities or mission (Part I)

PROVIDE EDUCATIONAL SCHOLARSHIP TO GRADUATING HIGH SCHOOL SENIORS

  • SHEBOYGAN NORTH HIGH SCHOOL 1042 SCHOOL AVENUE SHEBOYGAN, WI 53083 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES

    Expenses $35,233 · Grants $27,000 · Revenue $33,739

  • SHEBOYGAN SOUTH HIGH SCHOOL 3128 SOUTH 12TH STREET SHEBOYGAN, WI 53081 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES

    Expenses $35,233 · Grants $27,000 · Revenue $33,738

As filed on the 2023 return.

Listed in Part VII

  • David A Van De Water

    TRUSTEE

    Total calculated
    $11,000
    From this org
    $11,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Lorna M Van De Water

    TRUSTEE

    Total calculated
    $1,929
    From this org
    $1,929
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

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
2023
Filed
1 July 2024
IRS schema version
2023v5.0
Source object
202402129349301810

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