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Nonprofiteer
← MARGARET WOODBURY STRONG MUSEUM CHARITABLE TRUST

Form 990 for tax year 2024

Filed by MARGARET WOODBURY STRONG MUSEUM CHARITABLE TRUST.

Totals

Total revenue
$3,360,606
Total expenses
$5,468,393
Contributions and grants received
$0
Grants paid
$5,115,812
Program service revenue
$0
Investment income
$3,360,606
Other revenue
$0
Total assets, end of year
$68,490,795
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$68,490,795
Program services expenses (Part IX)
$5,214,925
Management and general expenses
$253,468
Fundraising expenses
$0
Program service expenses (Part III)
$5,214,925

Program services were 95.4% 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 $2,082,735 · excluded $2,082,735

  • 7a · Gross sales of assets other than inventory

    securities $20,138,701

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

    securities $18,860,830

  • 7c · Gain or loss

    securities $1,277,871

  • 7d · Net gain or loss

    total $1,277,871 · excluded $1,277,871

  • 11a · Other revenue: INCOME FROM PARTNERSHIP

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,115,812 · program services $5,115,812

  • 5 · Compensation of officers, directors and key employees

    total $292,839 · program services $97,613 · management and general $195,226

  • 24a · Other expenses: FOREIGN TAX WITHHELD

    total $58,242 · management and general $58,242

  • 24b · Other expenses: NYAG FEE

    total $1,500 · program services $1,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $581,906 · end of year $722,121

  • 2 · Savings and temporary cash investments

    beginning of year $942,540 · end of year $462,273

  • 11 · Investments: publicly traded securities

    beginning of year $69,088,860 · end of year $67,306,401

  • 29 · Capital stock, trust principal or current funds

    beginning of year $70,613,306 · end of year $68,490,795

Mission and programs · 2024

Mission

AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE STRONG MUSEUM.

  • AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE STRONG MUSEUM THROUGH THE DISTRIBUTION OF ITS INCOME TO THE STRONG MUSEUM.

    Expenses $5,214,925 · Grants $5,115,812

As filed on the 2024 return.

Listed in Part VII

  • Jpmorgan Chase Bank Na

    TRUSTEE

    Total calculated
    $292,839
    From this org
    $292,839
    From related orgs
    $0
    Other
    $0
    Hours/week
    15

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.

Provenance

Return type
form_990
Tax year
2024
Filed
31 October 2025
IRS schema version
2024v5.2
Source object
202503099349300730

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