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Nonprofiteer
← EVELYN KADING CLARK TR UW 11276314100

Form 990 for tax year 2023

Filed by EVELYN KADING CLARK TR UW 11276314100.

Totals

Total revenue
$16,134
Total expenses
$89,974
Contributions and grants received
$0
Grants paid
$80,000
Program service revenue
$0
Investment income
$16,134
Other revenue
$0
Total assets, end of year
$1,056,590
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,056,590
Program services expenses (Part IX)
$80,000
Management and general expenses
$9,974
Fundraising expenses
$0
Program service expenses (Part III)
$80,000

Program services were 88.9% 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 $33,831 · excluded $33,831

  • 7a · Gross sales of assets other than inventory

    securities $337,255

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

    securities $354,952

  • 7c · Gain or loss

    securities -$17,697

  • 7d · Net gain or loss

    total -$17,697 · excluded -$17,697

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $80,000 · program services $80,000

  • 11c · Fees: accounting

    total $1,615 · management and general $1,615

  • 11f · Fees: investment management

    total $7,944 · management and general $7,944

  • 24a · Other expenses: FOREIGN TAX

    total $415 · management and general $415

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $1,137,465 · end of year $1,056,590

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,137,465 · end of year $1,056,590

Mission and programs · 2023

Mission

CHARITABLE PURPOSES

  • ALL INCOME GRANTS GO TO KARL JUNGINGER MEMORIAL LIBRARY

    Expenses $80,000 · Grants $80,000 · Revenue $16,134

As filed on the 2023 return.

Listed in Part VII

  • Bank Of Sun Prairie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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

  • KARL JUNGINGER MEMORIAL LIBRARY

    $80,000

    ALL INCOME FROM THE TRUST GOES TO THE KARL JUNGINGER MEMORIAL LIBRARY

Provenance

Return type
form_990
Tax year
2023
Filed
18 December 2024
IRS schema version
2023v5.1
Source object
202413539349301111

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