Gerald K Meier Charitable Trust: FY2022 Nonprofit Profile & Form 990 (EIN 35-7343724)

Revenue by fiscal year
FY2022	$5.4M
FY2023	$152K
FY2024	$166K
FY2025	$92K

Expenses by fiscal year
FY2022	$18K
FY2023	$307K
FY2024	$374K
FY2025	$356K

Net assets by fiscal year
FY2022	$5.1M
FY2023	$5.5M
FY2024	$5.9M
FY2025	$6.2M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in May 2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $18K

Form 990 Part IX, line 25. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Cheryl Lessman

Avp & to

$0Pt VII · Sec A

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides annual funding to seven specific charities from a restricted endowment.

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Provided by the organization

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1 program · $18K · in their own filed words · FY2022

01

Annual payments to seven supported 501(c)(3) organizations.

$18Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · this organization's grantmaking

Grants paid · 21 grants · $826K · 2023–2025

Prince of Peace Lutheran ChurchIL · FY2025$82,475

Stephenson County Historical SocietyIL · FY2025$35,347

Amity Society of Freeport INCIL · FY2025$35,347

Freeport Public Library FoundationIL · FY2025$35,347

Fhn FoundationFY2025$35,347

Friends Forever Humane SocietyIL · FY2025$35,347

Freeport Parks FoundationIL · FY2025$35,347

Prince of Peace Lutheran ChurchFY2024$76,715

Stephenson County Historical SocietyIL · FY2024$32,878

Amity Society of Freeport INCIL · FY2024$32,878

Freeport Public Library FoundationIL · FY2024$32,878

Fhn FoundationIL · FY2024$32,878

Friends Forever Humane SocietyIL · FY2024$32,878

Freeport Parks FoundationIL · FY2024$32,878

Prince of Peace Lutheran ChurchFY2023$72,104

Amity Society of Freeport INCIL · FY2023$30,902

Freeport Public Library FoundationIL · FY2023$30,902

Fhn FoundationIL · FY2023$30,902

See all 21 grants →

By the numbers

The FY2022 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$5.4M

Ln 12

Gifts and grantsLn 1h$5.4M

Investment incomeLn 3$32K

Money outPt IX

$18K

Ln 25

Programscol B$18K

Owns and owesPt X

$5.1M

net assets · Ln 32

Cash and savingsLn 1–2$487K

Total assetsLn 16$5.1M

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$5.4M

Investment incomeLn 3$32K

Gains on assetsLn 7−$38K

Total revenueLn 12$5.4M

Assets in detailPt X, end of year

CashLn 1$442

SavingsLn 2$487K

Cash and savings togetherLn 1–2$487K

InvestmentsLn 11–13$3.8M

Total assetsLn 16$5.1M

LiabilitiesLn 26$0

Net assetsLn 32$5.1M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY22	End FY22
Cash and savingsLn 1–2		$487K
InvestmentsLn 11–13		$3.8M
Total assetsLn 16	$0	$5.1M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$0	$5.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Investment management feesLn 11f	$18K	$18K
Total functional expensesLn 25	$18K	$18K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$92K	$356K	−$265K	$6.2M	990 PDF
FY2024	$166K	$374K	−$208K	$5.9M	990 PDF
FY2023	$152K	$307K	−$155K	$5.5M	990 PDF
FY2022 Viewing	$5.4M	$18K	$5.4M	$5.1M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2022 990 (6 parts)

Part I · Summary $5,377,462 revenue, 12 lines filed

I-8 Contributions and grants$5,384,406

I-9 Program service revenue$0

I-10 Investment income−$6,944

I-11 Other revenue$0

I-12 Total revenue$5,377,462

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to members$0

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expenses$17,528

I-18 Total expenses$17,528

I-19 Revenue less expenses$5,359,934

Part VI · Governance 0 of 1 board members independent, 3 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members0

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $5,377,462 across 5 lines filed

VIII-1f All other contributions, gifts and grants$5,384,406

VIII-1h Total contributions, gifts and grants$5,384,406

VIII-3 Investment incomeRelated to mission $31,522$31,522

VIII-7 Net gain or loss on sales of assetsRelated to mission −$38,466−$38,466

VIII-12 Total revenueRelated to mission −$6,944$5,377,462

Part IX · Statement of functional expenses $17,528 across 1 line filed

IX-11f Investment management feesPrograms $17,528$17,528

IX-25 Total functional expensesPrograms $17,528 · Management $0 · Fundraising $0$17,528

Part X · Balance sheet $5,135,212 assets, 9 lines filed

X-1 Cash, non-interest-bearing$442

X-2 Savings and temporary cash investments$486,632

X-4 Accounts receivable$897,149

X-11 Publicly traded securities$3,750,989

X-16 Total assetsStart of year $0$5,135,212

X-26 Total liabilitiesStart of year $0$0

X-28 Net assets with donor restrictions$5,135,212

X-32 Total net assets or fund balancesStart of year $0$5,135,212

X-33 Total liabilities and net assetsStart of year $0$5,135,212

Part XI · Reconciliation of net assets $5,135,212 net assets at year end

XI-1 Total revenue$5,377,462

XI-2 Total expenses$17,528

XI-3 Revenue less expenses$5,359,934

XI-5 Net unrealized gains (losses) on investments−$224,722

XI-10 Net assets at end of year$5,135,212

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Gerald K Meier Charitable Trust FY2022 filing

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