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← DOCTOR GROVER C DALE CHARTITABLE TRUST

Form 990 for tax year 2024

Filed by DOCTOR GROVER C DALE CHARTITABLE TRUST.

Totals

Total revenue
$39,450
Total expenses
$94,863
Contributions and grants received
$0
Grants paid
$78,029
Program service revenue
$0
Investment income
$39,450
Other revenue
$0
Total assets, end of year
$3,000,800
Total liabilities, end of year
$78,028
Net assets or fund balances, end of year
$2,922,772
Program services expenses (Part IX)
$78,029
Management and general expenses
$16,834
Fundraising expenses
$0
Program service expenses (Part III)
$78,029

Program services were 82.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $30,381 · excluded $30,381

  • 7a · Gross sales of assets other than inventory

    securities $78,028

  • 7b · Less cost or other basis and sales expenses

    securities $68,959

  • 7c · Gain or loss

    securities $9,069

  • 7d · Net gain or loss

    total $9,069 · excluded $9,069

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $78,029 · program services $78,029

  • 11g · Fees: other

    total $13,140 · management and general $13,140

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $2,551 · management and general $2,551

  • 24b · Other expenses: TRANSFER TO FOUNDATION

    total $1,143 · management and general $1,143

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,694 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $2,628,182 · end of year $3,000,800

  • 25 · Other liabilities

    beginning of year $78,028 · end of year $78,028

  • 28 · Net assets with donor restrictions

    beginning of year $2,553,848 · end of year $2,922,772

Mission and programs · 2024

Mission

TO PROVIDE SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD AND THE MASONIC AND EASTERN STAR HOME.

  • PROVIDED SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD ALONG WITH THE MASONIC AND EASTERN STAR HOME.

    Expenses $78,029 · Grants $78,029

As filed on the 2024 return.

Listed in Part VII

  • Ben Crissman

    SECRETARY

    Total calculated
    $0
    Hours/week
    0

  • Lewis R Ledford

    TREASURER

    Total calculated
    $0
    Hours/week
    0

  • John Burns

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0

  • Michael Register

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Dan C Rice

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Robert E Gresham Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Leonard Y Safrit

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

  • Michael A Faulkenbury

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
13 November 2025
IRS schema version
2024v5.2
Source object
202503189349304255

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