Form 990 for tax year 2023
Filed by GENEVIEVE STRAHAN CHARITABLE TR.
Totals
- Total revenue
- $62,826
- Total expenses
- $109,545
- Contributions and grants received
- $0
- Grants paid
- $97,462
- Program service revenue
- $0
- Investment income
- $62,826
- Other revenue
- $0
- Total assets, end of year
- $1,011,828
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,011,828
- Program services expenses (Part IX)
- $97,462
- Management and general expenses
- $12,083
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $97,462
Program services were 89.0% 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 $53,850 · related or exempt $53,850
-
7a · Gross sales of assets other than inventory
securities $185,435 · other assets $4,159
-
7b · Less cost or other basis and sales expenses
securities $180,618
-
7c · Gain or loss
securities $4,817 · other assets $4,159
-
7d · Net gain or loss
total $8,976 · related or exempt $8,976
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $97,462 · program services $97,462
-
5 · Compensation of officers, directors and key employees
total $11,125 · management and general $11,125
-
11c · Fees: accounting
total $950 · management and general $950
-
13 · Office expenses
total $8 · management and general $8
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $49,946 · end of year $183,845
-
11 · Investments: publicly traded securities
beginning of year $1,008,601 · end of year $827,983
-
31 · Retained earnings, endowment or other funds
beginning of year $1,058,547 · end of year $1,011,828
Mission and programs · 2023
Mission
DISTRIBUTE FUNDS TO RELIGIOUS AND CHARITABLE ORGANIZATIONS NAMED IN THE TRUST DOCUMENT.
-
FUNDING LOCAL AND NATIONAL CHARITIES TO ASSIST THEM IN THEIR CHARITABLE MISSION.
Expenses $97,462 · Grants $97,462
-
FUNDING LOCAL AND NATIONAL CHARITIES TO ASSIST THEM IN THEIR CHARITABLE MISSION.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Erik Madsen Trust OfficerERIK MADSEN TRUST OFFICER
TRUSTEE
- Total calculated
- $11,125
- From this org
- $11,125
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1
-
Halbert ChristopherHALBERT CHRISTOPHER
AT LARGE
- Total calculated
- $0
-
Gardner Father DanielGARDNER FATHER DANIEL
AT LARGE
- Total calculated
- $0
-
Verbick ErinVERBICK ERIN
DIRECTOR
- Total calculated
- $0
-
Hockenberger GregHOCKENBERGER GREG
DIRECTOR
- Total calculated
- $0
-
Scherer CPA JamesSCHERER CPA JAMES
AT LARGE
- Total calculated
- $0
-
Jarvis JessicaJARVIS JESSICA
AT LARGE
- Total calculated
- $0
-
Broberg JohnBROBERG JOHN
DIRECTOR
- Total calculated
- $0
-
Allen LynnALLEN LYNN
DIRECTOR
- Total calculated
- $0
-
Delaney RichardDELANEY RICHARD
DIRECTOR
- Total calculated
- $0
-
Hamilton SarahHAMILTON SARAH
DIRECTOR
- Total calculated
- $0
-
Kleopfer SarahKLEOPFER SARAH
AT LARGE
- Total calculated
- $0
-
Layne ShariLAYNE SHARI
DIRECTOR
- Total calculated
- $0
-
Schuetz VickieSCHUETZ VICKIE
DIRECTOR
- Total calculated
- $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
-
$20,467
OPERATIONS
-
$20,467
OPERATIONS
-
MORRILL FREE PUBLIC LIBRARY
$20,467
OPERATIONS
-
ST ANN'S CATHOLIC CHURCH
$20,467
OPERATIONS
-
BRN CO 4-H FOUNDATION
$5,848
OPERATIONS
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 22 April 2024
- IRS schema version
- 2023v5.0
- Source object
- 202401159349301520
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