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Nonprofiteer
← LEONARD & LILLIAN BETHKE CHARITABLE TR FBO UNTD WAY OF S WOOD CNTY INC

Form 990 for tax year 2024

Filed by LEONARD & LILLIAN BETHKE CHARITABLE TR FBO UNTD WAY OF S WOOD CNTY INC.

Totals

Total revenue
$103,078
Total expenses
$72,644
Contributions and grants received
$0
Grants paid
$49,463
Program service revenue
$0
Investment income
$103,078
Other revenue
$0
Total assets, end of year
$1,355,219
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,355,219
Program services expenses (Part IX)
$49,463
Management and general expenses
$23,181
Fundraising expenses
$0
Program service expenses (Part III)
$49,463

Program services were 68.1% 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 $41,925 · excluded $41,925

  • 7a · Gross sales of assets other than inventory

    securities $219,500 · other assets $20,085

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

    securities $178,432

  • 7c · Gain or loss

    securities $41,068 · other assets $20,085

  • 7d · Net gain or loss

    total $61,153 · excluded $61,153

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $49,463 · program services $49,463

  • 5 · Compensation of officers, directors and key employees

    total $21,086 · management and general $21,086

  • 11c · Fees: accounting

    total $2,095 · management and general $2,095

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $32,249 · end of year $43,384

  • 11 · Investments: publicly traded securities

    beginning of year $1,292,138 · end of year $1,311,369

  • 15 · Other assets

    beginning of year $398 · end of year $466

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,324,785 · end of year $1,355,219

Mission and programs · 2024

Mission

TO PROVIDE FOR THE MAINTENANCE AND SUPPORT OF THE CHARITABLE BENEFICIARY.

  • ALL INCOME IS DISTRIBUTED TO QUALIFIED CHARITABLE BENEFICIARY.

    Expenses $49,463 · Grants $49,463

As filed on the 2024 return.

Listed in Part VII

  • Woodtrust Bank

    TRUSTEE

    Total calculated
    $21,086
    From this org
    $21,086
    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

Provenance

Return type
form_990
Tax year
2024
Filed
22 April 2025
IRS schema version
2024v5.0
Source object
202511229349300521

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