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William G Hatch Charitable Trust FY2023 filing

Tax-deductible

Necedah, WI501(c)(3)Since 1985EIN 39-6404214Revenue $204K in FY2023

On file with the IRSN15301 13th Ave N, 54646-7021 · Necedah, WITax-exempt since Aug 1985Supporting organization — 509(a)(3)

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The Trust was created by William G Hatch to provide for the maintenance and support of st. Patrick's catholic church (including the related st. Patrick's catholic grade school) located in mauston, wisconsin.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $365K a year · 56% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
26 mo
of spending, in cash
Looks good: 26.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$204K
-33% vs prior year
Spent
$351K
To programs
88%
Net assets
$6.9M
By yearFY2020–FY2025
Revenue
$204K
FY2023▼ -33%
Tap a bar for its year
Revenue by fiscal year
FY2020$481K
FY2021$1.4M
FY2022$307K
FY2023$204K
FY2024$692K
FY2025$829K
Expenses
$351K
FY2023▼ -21%
Tap a bar for its year
Expenses by fiscal year
FY2020$58K
FY2021$134K
FY2022$441K
FY2023$351K
FY2024$312K
FY2025$434K
Net assets
$6.9M
FY2023▼ -2%
Tap a bar for its year
Net assets by fiscal year
FY2020$5.9M
FY2021$7.1M
FY2022$7.0M
FY2023$6.9M
FY2024$7.2M
FY2025$7.6M

From the FY2023 Form 990 · see the original

Form 990 (PDF) Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1985.

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

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $307K Management & general 12% · $44K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

3 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
See William G Hatch Charitable Trust executive salaries →

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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

Maintains and supports St. Patrick's Catholic Church and its grade school in Mauston, Wisconsin.

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Provided by the organization

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1 program · $307K · in their own filed words · FY2023
01

The trust supports its charitable beneficiary, ST. Patrick's catholic church of mauston, wi, by making annual distributions of cash. The funding is used for capital improvements and to offset operating expenses of the church and its related grade school.

$307Kprogram 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 · 6 grants · $1.4M · 2020–2025
Saint Patricks ChurchWI · FY2025$384,208
Saint Patricks ChurchWI · FY2024$264,702
Saint Patricks ChurchWI · FY2023$307,000
Saint Patricks ChurchWI · FY2022$393,869
Saint Patricks ChurchWI · FY2021$85,000
Saint Patricks ChurchWI · FY2020$14,000

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$204K
Ln 12
Gifts and grantsLn 1h$300K
Investment incomeLn 3$143K
Money outPt IX
$351K
Ln 25
Programscol B$307K
Managementcol C$44K
Owns and owesPt X
$6.9M
net assets · Ln 32
Cash and savingsLn 1–2$775K
Total assetsLn 16$6.9M
LiabilitiesLn 26$0
PeoplePt VI, VII
3
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$300K
Investment incomeLn 3$143K
Gains on assetsLn 7−$238K
Total revenueLn 12$204K
Assets in detailPt X, end of year
SavingsLn 2$775K
Cash and savings togetherLn 1–2$775K
InvestmentsLn 11–13$6.1M
Other assetsLn 15$3K
Total assetsLn 16$6.9M
LiabilitiesLn 26$0
Net assetsLn 32$6.9M
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$819K$775K
InvestmentsLn 11–13$6.2M$6.1M
Total assetsLn 16$7.0M$6.9M
LiabilitiesLn 26$0$0
Net assetsLn 32$7.0M$6.9M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$307K$307K
Accounting feesLn 11c$2K$2K
Investment management feesLn 11f$41K$41K
Total functional expensesLn 25$351K$307K$44K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $829K$434K$395K$7.6M 990 PDF
FY2024 $692K$312K$380K$7.2M 990 PDF
FY2023 Viewing $204K$351K−$146K$6.9M 990 PDF
FY2022 $307K$441K−$135K$7.0M 990 PDF
FY2021 $1.4M$134K$1.3M$7.1M 990 PDF
FY2020 $481K$58K$423K$5.9M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $204,242 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $300,000$300,000
I-9 Program service revenue$0
I-10 Investment incomePrior year $6,504−$95,758
I-11 Other revenue$0
I-12 Total revenuePrior year $306,504$204,242
I-13 Grants and similar amounts paidPrior year $393,869$307,000
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $47,566$43,649
I-18 Total expensesPrior year $441,435$350,649
I-19 Revenue less expensesPrior year −$134,931−$146,407
Part VI · Governance 3 of 3 board members independent, 4 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $204,242 across 5 lines filed
VIII-1f All other contributions, gifts and grants$300,000
VIII-1h Total contributions, gifts and grants$300,000
VIII-3 Investment incomeExcluded from tax $142,641$142,641
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$238,399−$238,399
VIII-12 Total revenueExcluded from tax −$95,758$204,242
Part IX · Statement of functional expenses $350,649 across 3 lines filed
IX-1 Grants to domestic organizationsPrograms $307,000$307,000
IX-11c Accounting feesManagement $2,350$2,350
IX-11f Investment management feesManagement $41,299$41,299
IX-25 Total functional expensesPrograms $307,000 · Management $43,649 · Fundraising $0$350,649
Part X · Balance sheet $6,855,115 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $818,696$774,633
X-11 Publicly traded securitiesStart of year $6,177,957$6,077,437
X-15 Other assetsStart of year $4,869$3,045
X-16 Total assetsStart of year $7,001,522$6,855,115
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $7,001,522$6,855,115
X-33 Total liabilities and net assetsStart of year $7,001,522$6,855,115
Part XI · Reconciliation of net assets $6,855,115 net assets at year end
XI-1 Total revenue$204,242
XI-2 Total expenses$350,649
XI-3 Revenue less expenses−$146,407
XI-4 Net assets at start of year$7,001,522
XI-10 Net assets at end of year$6,855,115

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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