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← GENEVIEVE STRAHAN CHARITABLE TR

Form 990 for tax year 2022

Filed by GENEVIEVE STRAHAN CHARITABLE TR.

Totals

Total revenue
$59,157
Total expenses
$12,125
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$59,157
Other revenue
$0
Total assets, end of year
$1,058,547
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,058,547
Program services expenses (Part IX)
$5,609
Management and general expenses
$6,516
Fundraising expenses
$0
Program service expenses (Part III)
$5,609

Program services were 46.3% 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 $56,366 · related or exempt $56,366

  • 7a · Gross sales of assets other than inventory

    securities $500 · other assets $2,907

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

    securities $616

  • 7c · Gain or loss

    securities -$116 · other assets $2,907

  • 7d · Net gain or loss

    total $2,791 · related or exempt $2,791

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $11,218 · program services $5,609 · management and general $5,609

  • 11c · Fees: accounting

    total $900 · management and general $900

  • 13 · Office expenses

    total $7 · management and general $7

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,298 · end of year $49,946

  • 11 · Investments: publicly traded securities

    beginning of year $1,009,217 · end of year $1,008,601

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,011,515 · end of year $1,058,547

Mission and programs · 2022

Mission

DISTRIBUTE FUNDS TO RELIGIOUS AND CHARITABLE ORGANIZATIONS NAMED IN THE TRUST DOCUMENT.

  • FUNDING LOCAL AND NATIONAL CHARITIES TO ASSIST THEM IN THEIR CHARITABLE MISSION.

  • FUNDING LOCAL AND NATIONAL CHARITIES TO ASSIST THEM IN THEIR CHARITABLE MISSION.

    Expenses $5,609

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Erik Madsen Trust Officer

    TRUSTEE

    Total calculated
    $11,218
    From this org
    $11,218
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Halbert Christopher

    AT LARGE

    Total calculated
    $0

  • Gardner Father Daniel

    AT LARGE

    Total calculated
    $0

  • Verbick Erin

    DIRECTOR

    Total calculated
    $0

  • Hockenberger Greg

    DIRECTOR

    Total calculated
    $0

  • Scherer CPA James

    AT LARGE

    Total calculated
    $0

  • Jarvis Jessica

    AT LARGE

    Total calculated
    $0

  • Broberg John

    DIRECTOR

    Total calculated
    $0

  • Allen Lynn

    DIRECTOR

    Total calculated
    $0

  • Delaney Richard

    DIRECTOR

    Total calculated
    $0

  • Hamilton Sarah

    DIRECTOR

    Total calculated
    $0

  • Kleopfer Sarah

    AT LARGE

    Total calculated
    $0

  • Layne Shari

    DIRECTOR

    Total calculated
    $0

  • Schuetz Vickie

    DIRECTOR

    Total calculated
    $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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
2 May 2023
IRS schema version
2022v5.0
Source object
202321239349301007

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