Daisy L Burchfield Trust is located in Panora, IA. The organization was established in 1985. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, 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. Daisy L Burchfield Trust 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 12/2021, Daisy L Burchfield Trust generated $17.0k in total revenue. This represents relatively stable growth, over the past 4 years the organization has increased revenue by an average of 3.5% each year. All expenses for the organization totaled $11.0k during the year ending 12/2021. While expenses have increased by 6.3% per year over the past 4 years. They've been increasing with an increasing level of total revenue. 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
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
EDUCATIONAL LOANS MADE TO GRADUATES OF PANORAMA HIGH SCHOOL OF PANORA, IA FOR POST SECONDARY EDUCATIONAL EXPENSES.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
William Bump Attorney Trustee | 2 | $4,314 | |
John Millhollin Trustee | 1.75 | $3,825 |
Statement of Revenue | |
---|---|
Contributions, Gifts, Grants & Similar | $0 |
Interest on Savings | $1,565 |
Dividends & Interest | $9,959 |
Net Rental Income | $0 |
Net Gain on Sale of Assets | $0 |
Capital Gain Net Income | $0 |
Net ST Capital Gain | $0 |
Income Modifications | $0 |
Profit on Inventory Sales | $0 |
Other Income | $5,430 |
Total Revenue | $16,954 |
Statement of Expenses | |
---|---|
Compensation of officers, directors, trustees, etc | $8,139 |
Other employee salaries and wages | $0 |
Pension plans, employee benefits | $0 |
Interest | $0 |
Taxes | $157 |
Depreciation | $0 |
Occupancy | $0 |
Travel, conferences, and meetings | $0 |
Printing and publications | $65 |
Other expenses | $1,764 |
Total operating and administrative expenses | $11,005 |
Contributions, gifts, grants paid | $0 |
Total expenses and disbursements | $11,005 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $392,092 |
Net Accounts receivable | $0 |
Net Pledges Receivable | $0 |
Grants receivable | $325,833 |
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 | $159,353 |
Net Land, buildings, and equipment | $0 |
Other assets | $0 |
Total assets | $877,278 |
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 | $325,833 |
Total liabilities | $325,833 |
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