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Nonprofiteer
← ANTIOCH II FOUNDATION IRRV TRUST

Form 990 for tax year 2024

Filed by ANTIOCH II FOUNDATION IRRV TRUST.

Totals

Total revenue
$114,626
Total expenses
$121,326
Contributions and grants received
$0
Grants paid
$107,151
Program service revenue
$0
Investment income
$114,626
Other revenue
$0
Total assets, end of year
$1,510,205
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,510,205
Program services expenses (Part IX)
$107,151
Management and general expenses
$14,175
Fundraising expenses
$0
Program service expenses (Part III)
$107,151

Program services were 88.3% 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 $47,881 · related or exempt $47,881

  • 7a · Gross sales of assets other than inventory

    securities $630,413

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

    securities $563,668

  • 7c · Gain or loss

    securities $66,745

  • 7d · Net gain or loss

    total $66,745 · related or exempt $66,745

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $107,151 · program services $107,151

  • 5 · Compensation of officers, directors and key employees

    total $7,636 · management and general $7,636

  • 11b · Fees: legal

    total $417 · management and general $417

  • 11c · Fees: accounting

    total $2,000 · management and general $2,000

  • 23 · Insurance

    total $4,122 · management and general $4,122

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $46,045 · end of year $130,180

  • 11 · Investments: publicly traded securities

    beginning of year $1,471,643 · end of year $1,380,025

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,517,687 · end of year $1,510,205

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1

Mission and programs · 2024

Mission

TO SERVE AS A SUPPORTING ORGANIZATION BENEFITING WISCONSIN EVANGELICAL LUTHERAN SYNOD (WELS), MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH, AND THE AMERICAN RED CROSS.

  • SERVE AS SUPPORTING ORGANIZATION BENEFITING WISCONSIN EVANGELICAL LUTHERAN SYNOD (WELS), MAYO FOUNDATION FOR MEDICAL EDUCATION AND RESEARCH, AND THE AMERICAN RED CROSS.

    Expenses $107,151 · Grants $107,151

As filed on the 2024 return.

Listed in Part VII

  • Kurt Luenenberg

    TRUSTEE

    Total calculated
    $0

  • Vicky Kunz

    TRUSTEE

    Total calculated
    $0

  • Pastor Nathan Strutz

    TRUSTEE

    Total calculated
    $0

  • Richard Gurgel

    TRUSTEE

    Total calculated
    $0

  • Trust Point Inc

    TRUSTEE

    Total calculated
    $7,636
    From this org
    $7,636
    From related orgs
    $0
    Other
    $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
2024
Filed
1 May 2025
IRS schema version
2024v5.1
Source object
202531219349301128

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