Civic Intelligence

Thomas J Lynch Trust

990PF • Fiscal year 2023 • EIN 39-6564415

Jul 01, 2022 to Jun 30, 2023 • Filed on Jul 31, 2023

Organization Profile
2018 Randolph AvenueNew Holstein, WI 53061

(920) 898-4421

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Higher debt load relative to revenue than 61% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Net Margin

19th percentile

-27%

Higher net margin than 19% of similar nonprofits.

2023 filings • <$500k nonprofits • Source year 2023

Top Officer Pay

80th percentile

$1,500

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2023 filings • <$500k nonprofits • Source year 2023

Asset Growth

27th percentile

-13%

Faster asset growth than 27% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

41st percentile

-2.2%

Faster revenue growth than 41% of similar nonprofits.

2023 filings • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$277,916

Down $41,551 (-13%) from 2022

Net Assets

Down

$277,916

Down $41,551 (-13%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin19th percentile

Revenue

Down

$12,324

Down $280 (-2.2%) from 2022

Expenses

Up

$15,652

Up $654 (+4.4%) from 2022

Net Income

Down

-$3,328

Down $934 (-39%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth27th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $239,992Liabilities 2012: $02012Assets 2013: $249,206Liabilities 2013: $02013Assets 2014: $274,519Liabilities 2014: $02014Assets 2015: $266,739Liabilities 2015: $02015Assets 2016: $306,460Liabilities 2016: $02016Assets 2020: $324,399Liabilities 2020: $02020Assets 2021: $325,982Liabilities 2021: $1Net Assets 2021: $325,9822021Assets 2022: $319,467Liabilities 2022: $1Net Assets 2022: $319,4672022Assets 2023: $277,916Liabilities 2023: $1Net Assets 2023: $277,9162023Assets 2024: $268,842Liabilities 2024: $1Net Assets 2024: $268,8422024Assets 2025: $152,640Liabilities 2025: $0Net Assets 2025: $152,6402025

Highlighted filing

2023

Assets$277,916
Liabilities$1
Net Assets$277,916
Open 2023 Filing

Operations Trend

Revenue Growth41st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20K$15K$10K$5.0K$0-$5.0KRevenue 2012: $10,300Expenses 2012: $10,181Net Income 2012: $1192012Revenue 2013: $11,769Expenses 2013: $9,846Net Income 2013: $1,9232013Revenue 2014: $12,227Expenses 2014: $10,856Net Income 2014: $1,3712014Revenue 2015: $12,327Expenses 2015: $12,787Net Income 2015: -$4602015Revenue 2016: $12,221Expenses 2016: $13,019Net Income 2016: -$7982016Revenue 2020: $13,403Expenses 2020: $12,960Net Income 2020: $4432020Revenue 2021: $12,875Expenses 2021: $13,494Net Income 2021: -$6192021Revenue 2022: $12,604Expenses 2022: $14,998Net Income 2022: -$2,3942022Revenue 2023: $12,324Expenses 2023: $15,652Net Income 2023: -$3,3282023Revenue 2024: $12,912Expenses 2024: $14,777Net Income 2024: -$1,8652024Revenue 2025: $13,135Expenses 2025: $15,591Net Income 2025: -$2,4562025

Highlighted filing

2023

Revenue$12,324
Expenses$15,652
Net Income-$3,328
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jul 31, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Paula PethanTrustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Thomas J Lynch Trust
EIN
39-6564415
Phone
9208984421
Address
2018 Randolph Avenue, New Holstein, WI 53061

Signing Officer

Name
Paula Pethan
Title
Trustee
Phone
9208984421
Signed
2023-07-31
Discuss with paid preparer
Yes

Preparer

Firm
LUTZ BURNETT McDERMOTT JAHN & KING
Address
50 EAST MAIN ST PO BOX 146, CHILTON, WI 53014
Preparer
Andrew J King
Phone
9208499323
Raw XML Appendix282 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
CashDeemedCharitableExplnStmt/ShortExplanationTxt0ACTUAL CHARITABLE DISTRIBUTIONS $12500 TRUSTEE FEES $1500 LEGAL FEES $1300 TAXES $352 TOTAL:$15652
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt012324
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt012324
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt012324
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt09172
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt01500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt012324
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt012324
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt012324
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3328
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09172
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0352
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt012324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt03152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt015652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt03152
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt015652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt012324
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt012324
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt03152
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03152
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt03152
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03152
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3328
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt038223
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0316139
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0319467
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0277916
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt014025
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt014025
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt014025
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt014152
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0127
IRS990PF/DistributableAmountGrp/TotalTaxAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OriginalReturnTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0127
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/FMVAssetsEOYAmt0277916
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0319467
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0277916
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01727
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01846
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01846
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt056984
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt056896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt056896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0237141
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0198861
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0198861
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt023615
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt020313
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt020313
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0319467
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0277916
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0277916
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0319467
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0277916
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0319467
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0277916
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0298692
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023751
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0274941
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt015652
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014152
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0283040
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0298692
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt01500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Paula Pethan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02018 Randolph Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0New Holstein
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd053061
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt015652
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt015652
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt013
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt113
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt213
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt313
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt413
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt513
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt613
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0Net income of the trust fund will be used to support and assist the programs
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1sponsored and run by the New Holstein High School Drama Department,
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2the activities and needs of the English and Social Studies
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt3Departments at New Holstein High School, and the needs and
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt4programs of the New Holstein High School Library. Such programs,
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt5activities and needs include such things as equipment, supplies,
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt6books, educational materials, music and scripts.
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02021
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Paula Pethan
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02018 Randolph Avenue
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0New Holstein
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd053061
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WI
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum09208984421
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt012500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Support DramaDepartment
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0New Holstein High School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0School
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01715 Plymouth
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0New Holstein
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd053061
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0375
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt015277
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014025
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt015652
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013650
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015277
OtherDecreasesSchedule/OtherDecreasesDetail/Amt038223
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0unrealized loss in value of securities
OtherIncreasesSchedule/OtherIncreasesDetail/Amt00
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0unrealized gain in value of securities
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0352
TaxesSchedule/TaxesDetail/Amt0352
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0352
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0352
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Paula Pethan
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09208984421
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-07-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Thomas J Lynch Trust
ReturnHeader/Filer/BusinessNameControlTxt0THOM
ReturnHeader/Filer/EIN0396564415
ReturnHeader/Filer/PhoneNum09208984421
ReturnHeader/Filer/USAddress/AddressLine1Txt02018 Randolph Avenue
ReturnHeader/Filer/USAddress/CityNm0New Holstein
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053061
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390989035
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LUTZ BURNETT McDERMOTT JAHN & KING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 EAST MAIN ST PO BOX 146
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHILTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053014
ReturnHeader/PreparerPersonGrp/PhoneNum09208499323
ReturnHeader/PreparerPersonGrp/PreparationDt02023-08-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW J KING
ReturnHeader/ReturnTs02023-08-07T10:28:50-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Paula
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Pethan
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$277,916
Liabilities
$1
Net assets
$277,916
Revenue
$12,324
Expenses
$15,652
Net income
-$3,328
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.13$0.16$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13$0.15$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.12$0.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.13$0.15$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.13$0.13$0.01
2020Summary only. Only limited summary data is available for this year.$3.24$0.00$0.13$0.13$0.00
2016Summary only. Only limited summary data is available for this year.$3.06$0.00$0.12$0.13$0.01
2015Summary only. Only limited summary data is available for this year.$2.67$0.00$0.12$0.13$0.00
2014Summary only. Only limited summary data is available for this year.$2.75$0.00$0.12$0.11$0.01
2013Summary only. Only limited summary data is available for this year.$2.49$0.00$0.12$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$2.40$0.00$0.10$0.10$0.00