Lucy Witter Memorial Trust
- Assets
- $139.8k
- Revenue
- $0.0
- Investments
- $0.0
- Employees
- 0
- Location
- Maquoketa, IA
- Founding
- 12/1969
- Data as of
- 07/2024
- EIN
- 94-6201508
Organization Overview
Lucy Witter Memorial Trust is located in Maquoketa, IA. The organization was established in 1969. According to its NTEE Classification (T30) the organization is classified as: Public 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. Lucy Witter Memorial 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 07/2024, Lucy Witter Memorial Trust generated $5.9k in total revenue. The organization has seen a slow decline revenue. Over the past 9 years, revenues have fallen by an average of (0.5%) each year. All expenses for the organization totaled $1.8k during the year ending 07/2024. As we would expect to see with falling revenues, expenses have declined by (16.7%) per year over the past 9 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990EZ
Mission & Program ActivityExcerpts From the 990EZ Filing
TAX YEAR
2024
Describe the Organization's Program Activity:
Part 3
GRANT TO MIDLAND COMMUNITY SCHOOL DISTRICT OF JONES COUNTY, IOWA TO PROVIDE BOOKS AND OTHER MATERIALS FOR LIBRARIES IN THE SCHOOL DISTRICT
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Financial Statements
| Statement of Revenue | |
|---|---|
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Membership dues | $0 |
| Investment income | $2,911 |
| Gain or Loss | $3,003 |
| Net Income from Gaming & Fundraising | $0 |
| Other Revenue | $0 |
| Total Revenue | $5,914 |
| Statement of Expenses | |
|---|---|
| Grants and similar amounts paid | $0 |
| Benefits paid to or for members | $0 |
| Salaries, other compensation, and employee benefits | $0 |
| Professional fees and other payments to independent contractors | $1,810 |
| Occupancy, rent, utilities, and maintenance | $0 |
| Printing, publications, postage, and shipping | $0 |
| Other expenses | $0 |
| Total expenses | $1,810 |
| Balance Sheet | |
|---|---|
| Cash, savings, and investments | $139,811 |
| Other assets | $0 |
| Total assets | $139,811 |
| Total liabilities | $0 |
| Net assets or fund balances | $139,811 |