Daggett Charitable Tr
- Assets
- $154.8k
- Revenue
- $5.5k
- Investments
- $145.0k
- Employees
- 0
- Location
- Montello, WI
- Founding
- 02/2004
- Data as of
- 12/2023
- EIN
- 39-6632001
Organization Overview
Daggett Charitable Tr is located in Montello, WI. The organization was established in 2004. 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. Daggett Charitable 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 12/2023, Daggett Charitable Tr generated $5.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 9 years, the organization has seen revenues fall by an average of (33.1%) each year. All expenses for the organization totaled $10.2k during the year ending 12/2023. 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
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE DAGGETT CHARITABLE TRUST SUPPORTS THE PRESERVATION AND MAINTENANCE OF THE DAGGETTT MEMORIAL PARK IN MONTELLO WI
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Dale Daggett Trustee | 0 | $0 | |
Robert Daggett Trustee | 0 | $0 | |
Alexis Daggett Trustee | 0 | $0 | |
Jena Daggett Trustee | 0 | $0 | |
Brian Daggett Trustee | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $4,025 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $1,473 |
| Capital Gain Net Income | $1,473 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $5,498 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $5 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $9,705 |
| Total operating and administrative expenses | $10,210 |
| Contributions, gifts, grants paid | $0 |
| Total expenses and disbursements | $10,210 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $9,756 |
| Savings and temporary cash investments | $0 |
| 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 | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $154,757 |
| 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 |
Grants Awarded
Over the last fiscal year, Daggett Charitable Tr has awarded $1,028,680 in support to 3 organizations.
| Grant Recipient | Amount |
|---|---|
CITY OF MONTELLO PURPOSE: TO MAINTAIN THE CITY PARK | $150,000 |
WALTON MEMORIALS PURPOSE: PURCHASED MEMORIAL | $600 |
CITY OF MONTELLO PURPOSE: TRANSFER REAL ESTATE TO THE CITY OF MONTELLO | $878,080 |