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Nonprofiteer
← JAMES DICK FOUNDATION ENDOWMENT TRUST

Form 990 for tax year 2023

Filed by JAMES DICK FOUNDATION ENDOWMENT TRUST.

Totals

Total revenue
$47,333
Total expenses
$5,237
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$47,333
Other revenue
$0
Total assets, end of year
$3,337,029
Total liabilities, end of year
$199,537
Net assets or fund balances, end of year
$3,137,492
Program services expenses (Part IX)
$0
Management and general expenses
$5,237
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $32,830 · excluded $32,830

  • 7a · Gross sales of assets other than inventory

    securities $170,374

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

    securities $155,871

  • 7c · Gain or loss

    securities $14,503

  • 7d · Net gain or loss

    total $14,503 · excluded $14,503

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $5,237 · management and general $5,237

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $3,675 · end of year $3,475

  • 10a · Land, buildings and equipment: cost or other basis

    $1,965,000

  • 10c · Land, buildings and equipment, net

    beginning of year $1,965,000 · end of year $1,965,000

  • 11 · Investments: publicly traded securities

    beginning of year $1,193,368 · end of year $1,368,554

  • 25 · Other liabilities

    beginning of year $199,536 · end of year $199,537

  • 28 · Net assets with donor restrictions

    beginning of year $2,962,507 · end of year $3,137,492

Mission and programs · 2023

Mission

James Dick Foundation Endowment Trust was founded in 1986 to create and maintain an endowment to provide financial support for James Dick Foundation for the Performing Arts.

Activities or mission (Part I)

Provides financial support for James Dick Fdn., a center for inspiring performance and learning.

  • James Dick Foundation Endowment Trust supports the activities of James Dick Foundation for the Performing Arts.

As filed on the 2023 return.

Listed in Part VII

  • James Dick

    President

    Total calculated
    $81,692
    From this org
    $0
    From related orgs
    $44,944
    Other
    $36,748
    Hours/week
    4 + 40 related

  • David Hilgers

    Treasurer

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Paul Clote

    Trustee

    Total calculated
    $0
    Hours/week
    4 + 1 related

  • Richel Rivers

    Trustee

    Total calculated
    $0
    Hours/week
    4 + 1 related

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

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
15 July 2025
IRS schema version
2023v6.0
Source object
202521969349302382

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