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Nonprofiteer
← LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO

Form 990 for tax year 2022

Filed by LEONARD & LILLIAN BETHKE MEMORIAL TRUST FBO.

Totals

Total revenue
$19,844
Total expenses
$45,669
Contributions and grants received
$0
Grants paid
$32,162
Program service revenue
$0
Investment income
$19,844
Other revenue
$0
Total assets, end of year
$770,921
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$770,921
Program services expenses (Part IX)
$32,162
Management and general expenses
$13,507
Fundraising expenses
$0
Program service expenses (Part III)
$32,162

Program services were 70.4% 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 $16,741 · excluded $16,741

  • 7a · Gross sales of assets other than inventory

    securities $40,673 · other assets $6,807

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

    securities $44,377

  • 7c · Gain or loss

    securities -$3,704 · other assets $6,807

  • 7d · Net gain or loss

    total $3,103 · excluded $3,103

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $32,162 · program services $32,162

  • 5 · Compensation of officers, directors and key employees

    total $11,512 · management and general $11,512

  • 11c · Fees: accounting

    total $1,995 · management and general $1,995

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $47,692 · end of year $51,071

  • 11 · Investments: publicly traded securities

    beginning of year $748,874 · end of year $719,473

  • 15 · Other assets

    beginning of year $180 · end of year $377

  • 29 · Capital stock, trust principal or current funds

    beginning of year $796,746 · end of year $770,921

Mission and programs · 2022

Mission

TO FUND CHARITABLE BENEFICIARY

  • ALL INCOME IS DISTRIBUTED TO QUALIFIED CHARITABLE BENEFICIARY

    Expenses $32,162 · Grants $32,162

As filed on the 2022 return.

Listed in Part VII

  • Woodtrust Bank

    TRUSTEE

    Total calculated
    $11,512
    From this org
    $11,512
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

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

  • NORTHERN WI CTR FOR THE DEV DISABLE

    $32,162

    OPERATIONS

Provenance

Return type
form_990
Tax year
2022
Filed
3 May 2023
IRS schema version
2022v5.0
Source object
202331299349303853

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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