THE CERES TRUST: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE CERES TRUST (EIN 20-5768077)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-10
- IRS object ID
- 202531619349100913
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Land Etc Schedule2
- Liquidation Explanation Stmt
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-10T10:13:46-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 392032480 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mohr CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10361 Innovation Drive 150 | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205768077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CERES TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CERE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10361 INNOVATION DRIVE 150 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH A KERN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2025-06-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kari Thompson Young | PreparerPersonNm |
| PTIN | P00517678 | PTIN |
| Phone | 4142449940 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $0 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,012,379 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $84,151 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,151 | DividendsNetInvstIncmAmt |
| Total Rev And Expnss | $5,096,530 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,151 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $24,645 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $24,645 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $41,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,625 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $20,625 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $469,002 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,331 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $457,671 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $46,605 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $46,605 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $581,502 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $31,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $549,546 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,610,669 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,610,669 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,192,171 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $31,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,160,215 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,095,641 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,195 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,080,775 | SavAndTempCashInvstBOYAmt |
| Land Bldg Equip Cost Or Other Bss | $2,331 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,331 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $3,080,775 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,080,775 | CapitalStockBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,080,775 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $0 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,080,775 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $0 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,080,775 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,095,641 | ExcessRevenueOverExpensesAmt |
| Other Increases | $14,866 | OtherIncreasesAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $726 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $726 | SubtotalAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,607 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,607 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,881 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $1,881 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WI | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CERESTRUST.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOHR CPAS LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4142449940 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10361 INNOVATION DRIVE STE 150 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH A KERN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10361 INNOVATION DRIVE STE 150 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| EVERGREEN WEALTH ADVISORS LLC | |||||
| 150 S WACKER DRIVE 2400 | CHICAGO | IL | 60606 | CONSULTING | $366,671 |
| JUST FUTURES IMPACT INC | |||||
| 6218 GEORGIA AVE NW SUITE 1-820 | WASHINGTON | DC | 20011 | CONSULTING | $91,000 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,680,402 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,680,402 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,680,402 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,206 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,655,196 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,760 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,760 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $726 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $726 | TotalTaxAmt |
| Distributable Before Adj | $82,034 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $82,034 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $82,034 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,160,215 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $8,160,215 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,034 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $4,719,529 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $8,136,210 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $8,476,473 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,530,124 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,171,157 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $50,033,493 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,160,215 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,034 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $8,078,181 | RemainingDistriFromCorpusAmt |
| Total Corpus | $58,111,674 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $4,719,529 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $53,392,145 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $8,136,210 | ExcessFromYear4Amt |
| Excess From Year3 | $8,476,473 | ExcessFromYear3Amt |
| Excess From Year2 | $12,530,124 | ExcessFromYear2Amt |
| Excess From Year1 | $16,171,157 | ExcessFromYear1Amt |
| Excess From Current Year | $8,078,181 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | SEE ATTACHED SPREADSHEET | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10361 INNOVATION DRIVE 150 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE STATEMENT | GrantOrContributionPurposeTxt |
| Amt | $7,610,669 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,610,669 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,151 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,151 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,151 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JUDITH A KERN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10361 INNOVATION DRIVE | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,012,379 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MOHR CPAS LLP | CategoryTxt |
| Amt | $41,250 | Amt |
| Net Investment Income | $20,625 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,625 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Expended By GranteeExpendedByGranteeAmt | Any Diversion By GranteeAnyDiversionByGranteeTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt |
|---|---|---|---|---|---|---|---|---|---|
| INSIGHT PRODUCTIONS INC | |||||||||
| 1076 MOSS HOLLOW RD PO BOX 96 | MARLBORO | VT | 05344 | 2015-06-15 | $301,928 | SUPPORT CAN'T SEE THE WOODS FOR THE TREES FILM PROJECT | $247,799 | No | 01/2016, 07/2016, 02/2017 & 05/2017 |
| INSIGHT PRODUCTIONS INC | |||||||||
| 1076 MOSS HOLLOW RD PO BOX 96 | MARLBORO | VT | 05344 | 2018-08-06 | $50,000 | SUPPORT BURNED - OUTREACH AND AUDIENCE ENGAGEMENT | $50,000 | No | 2/14/2020 |
| INSIGHT PRODUCTIONS INC | |||||||||
| 1076 MOSS HOLLOW RD PO BOX 96 | MARLBORO | VT | 05344 | 2021-04-28 | $72,500 | SUPPORT YOU GOT TO MOVE! - OUTREACH CAMPAIGN | $72,500 | No | 6/15/2023 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $2,331 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,331 | AccumulatedDepreciationAmt |
Liquidation Explanation Stmt LiquidationExplanationStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | IN DECEMBER 2024, THE CERES TRUST ADOPTED A PLAN OF DISSOLUTION AND PROCEEDED TO DISTRIBUTE ITS ASSETS TO VARIOUS ORGANIZATIONS. AS OF DECEMBER 31, 2024 THE CERES TRUST HAS NO ASSETS. PLEASE SEE THE ATTACHED TERMINATION PAPERS. | ExplanationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | REINHART BOERNER VAN DEUREN | CategoryTxt |
| Legal Fees | $24,645 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $24,645 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| BANK FEES | $70 | $70 |
| GRANTEE EXPENSES | $32,976 | $32,976 |
| OFFICE EXPENSE | $2,653 | $2,653 |
| PAYROLL PROCESSING FEES | $295 | $295 |
| POSTAGE & MAILBOX FEES | $392 | $392 |
| Rental Expenses | $2,936 | $2,936 |
| WEB DESIGN & MAINTENANCE | $7,283 | $7,283 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCES | Desc |
| Amt | $14,866 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS | $457,671 | $0 | $0 | $457,671 |
| INVESTMENT ADVISORY FEES - MARQUETTE | $10,974 | $10,974 | $0 | $0 |
| INVESTMENT MGMT FEES - BOA 6038 | $357 | $357 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUDITH A KERN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10361 INNOVATION DRIVE SUITE 150 | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53226 | ZIPCd |
Comments