Marcella S Pendall Charitable Remainder Annuity Tr
- Assets
- $629.4k
- Revenue
- $68.3k
- Investments
- $628.5k
- Employees
- 0
- Location
- Mcfarland, WI
- Founding
- 05/1999
- Data as of
- 12/2022
- EIN
- 39-6501184
Organization Overview
Marcella S Pendall Charitable Remainder Annuity Tr is located in Mcfarland, WI. The organization was established in 1999. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Marcella S Pendall Charitable Remainder Annuity Tr is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Marcella S Pendall Charitable Remainder Annuity Tr generated $68.3k in total revenue. This organization has experienced exceptional growth, as over the past 4 years, it has increased revenue by an average of 15.2% each year . All expenses for the organization totaled $45.7k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2022
Describe the Organization's Program Activity:
Part 3 - Line 4a
SUPPORT OF PARK DEVELOPMENT
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Phillip Wellems Trustee | 1 | $0 | |
Name Not Listed Trustee | 1 | $0 | |
John Butters Trustee | 1 | $0 | |
Jerry Remy Trustee | 1 | $0 | |
Chris Zellner Trustee | 1 | $0 | |
Todd Shucha Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $19,274 |
| Dividends & Interest | $10,854 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $38,126 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $68,254 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $338 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $225 |
| Printing and publications | $0 |
| Other expenses | $29 |
| Total operating and administrative expenses | $5,689 |
| Contributions, gifts, grants paid | $40,000 |
| Total expenses and disbursements | $45,689 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $921 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $628,488 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $629,409 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |