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Nonprofiteer
← MARJORIE M BRINGE CHARITABLE TR

Form 990 for tax year 2022

Filed by MARJORIE M BRINGE CHARITABLE TR.

Totals

Total revenue
$783,418
Total expenses
$653,286
Contributions and grants received
$0
Grants paid
$536,000
Program service revenue
$0
Investment income
$783,418
Other revenue
$0
Total assets, end of year
$19,918,734
Total liabilities, end of year
$536,000
Net assets or fund balances, end of year
$19,382,734
Program services expenses (Part IX)
$536,000
Management and general expenses
$117,286
Fundraising expenses
$0
Program service expenses (Part III)
$536,000

Program services were 82.0% 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 $676,655 · related or exempt $676,655

  • 7a · Gross sales of assets other than inventory

    securities $100,556 · other assets $106,137

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

    securities $99,930

  • 7c · Gain or loss

    securities $626 · other assets $106,137

  • 7d · Net gain or loss

    total $106,763 · related or exempt $106,763

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $536,000 · program services $536,000

  • 5 · Compensation of officers, directors and key employees

    total $100,662 · management and general $100,662

  • 10 · Payroll taxes

    total $8,339 · management and general $8,339

  • 11f · Fees: investment management

    total $6,951 · management and general $6,951

  • 13 · Office expenses

    total $1,334 · management and general $1,334

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $100 · end of year $100

  • 2 · Savings and temporary cash investments

    beginning of year $2,787,467 · end of year $2,847,110

  • 11 · Investments: publicly traded securities

    beginning of year $17,004,609 · end of year $17,071,524

  • 18 · Grants payable

    beginning of year $528,000 · end of year $536,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $19,264,176 · end of year $19,382,734

Mission and programs · 2022

Mission

PROVIDE EDUCATIONAL SCHOLARSHIPS

Activities or mission (Part I)

PROVIDE EDUCATIONAL SCHOLARSHIP

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

    Expenses $268,000 · Grants $268,000 · Revenue $391,709

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

    Expenses $268,000 · Grants $268,000 · Revenue $391,709

As filed on the 2022 return.

Listed in Part VII

  • David A Van De Water

    TRUSTEE

    Total calculated
    $100,662
    From this org
    $100,662
    From related orgs
    $0
    Other
    $0
    Hours/week
    29

  • Lorna Van De Water

    TRUSTEE

    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

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202323139349300322

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