Skip to content
Nonprofiteer
← CY RAPP AND CAROLYN RAPP TEST CHARITABLE REMAINDER TR

Form 990 for tax year 2025

Filed by CY RAPP AND CAROLYN RAPP TEST CHARITABLE REMAINDER TR.

Totals

Total revenue
$243,989
Total expenses
$238,105
Contributions and grants received
$0
Grants paid
$197,701
Program service revenue
$0
Investment income
$243,989
Other revenue
$0
Total assets, end of year
$5,751,490
Total liabilities, end of year
$27,000
Net assets or fund balances, end of year
$5,724,490
Program services expenses (Part IX)
$238,105
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$238,105

Program services were 100.0% 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 $226,949 · related or exempt $226,949

  • 7a · Gross sales of assets other than inventory

    other assets $17,040

  • 7c · Gain or loss

    other assets $17,040

  • 7d · Net gain or loss

    total $17,040 · related or exempt $17,040

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $197,701 · program services $197,701

  • 11a · Fees: management

    total $2,400 · program services $2,400

  • 11c · Fees: accounting

    total $3,250 · program services $3,250

  • 11f · Fees: investment management

    total $34,754 · program services $34,754

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$1 · end of year -$1

  • 2 · Savings and temporary cash investments

    beginning of year $211,691 · end of year $216,200

  • 11 · Investments: publicly traded securities

    beginning of year $5,533,916 · end of year $5,535,291

  • 18 · Grants payable

    beginning of year $27,000 · end of year $27,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $3,714,699 · end of year $3,714,699

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,003,907 · end of year $2,009,791

Mission and programs · 2025

Mission

TO PROVIDE CHARITABLE GRANTS TO QUALIFIED ORGANIZATIONS IN THE GREATER SHENANDOAH AREA FOR PROJECTS THAT PROMOTE THE WELL BEING OF SHENANDOAH AND THE VINCINITY

  • TO PROVIDE CHARITABLE GRANTS TO QUALIFIED ORGANIZATIONS IN THE GREATER SHENANDOAH AREA FOR PROJECTS THAT PROMOTE THE WELL BEING OF SHENANDOAH AND THE VINCINITY

  • COMMUNITY BASED CHARITABLE GRANTS TO PROMOTE THE GENERAL WELFARE OF SHENANDOAH AND THE VICINITY

    Expenses $238,105 · Grants $197,701

As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • SUE HANNA

    SECRETARY

    Total calculated
    $600
    From this org
    $600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5
  • DUANE REXROTH

    TRUSTEE

    Total calculated
    $600
    From this org
    $600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5
  • GARY GEE

    PRESIDENT

    Total calculated
    $0
  • ERWIN AUST

    TRUSTEE

    Total calculated
    $600
    From this org
    $600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5
  • DAVID LASHIER

    TREASURER

    Total calculated
    $0
  • SUSAN BLANE

    TRUSTEE

    Total calculated
    $600
    From this org
    $600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1.5

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
2025
Filed
21 August 2026
IRS schema version
2025v4.0
Source object
202612339349301361

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

The source document this was parsed from is served over the API, which is where bulk and document access live.