Skip to content
Nonprofiteer
← JANET SIMPSON TR FBO HUMANE SOCIETY OF MO UA 08091987

Form 990 for tax year 2024

Filed by JANET SIMPSON TR FBO HUMANE SOCIETY OF MO UA 08091987.

Totals

Total revenue
$218,856
Total expenses
$143,464
Contributions and grants received
$0
Grants paid
$107,150
Program service revenue
$0
Investment income
$218,856
Other revenue
$0
Total assets, end of year
$3,893,787
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,893,787
Program services expenses (Part IX)
$107,150
Management and general expenses
$36,314
Fundraising expenses
$0
Program service expenses (Part III)
$107,150

Program services were 74.7% 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 $123,217 · related or exempt $123,217

  • 7a · Gross sales of assets other than inventory

    securities $1,131,988 · other assets $12,470

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

    securities $1,048,819

  • 7c · Gain or loss

    securities $83,169 · other assets $12,470

  • 7d · Net gain or loss

    total $95,639 · related or exempt $95,639

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $107,150 · program services $107,150

  • 5 · Compensation of officers, directors and key employees

    total $33,960 · management and general $33,960

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 24a · Other expenses: FOREIGN TAXES

    total $1,339 · management and general $1,339

  • 24b · Other expenses: AG 990 FEE

    total $15 · management and general $15

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,851 · end of year $1,344

  • 2 · Savings and temporary cash investments

    beginning of year $142,327 · end of year $107,084

  • 11 · Investments: publicly traded securities

    beginning of year $3,671,217 · end of year $3,785,359

  • 27 · Net assets without donor restrictions

    beginning of year $3,818,395 · end of year $3,893,787

Mission and programs · 2024

Mission

THIS TRUST'S MISSION IS TO MANAGE A PORTFOLIO OF DONATED FUNDS AND CONTRIBUTED FUNDS TO THE HUMANE SOCIETY OF MISSOURI.

  • PORTFOLIO INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE HUMANE SOCIETY OF MISSOURI

    Expenses $107,150 · Grants $107,150

As filed on the 2024 return.

Listed in Part VII

  • Cnb Bank & Trust

    DIRECTOR

    Total calculated
    $33,960
    From this org
    $33,960
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Shawn Davis

    DIRECTOR

    Total calculated
    $0

  • Larry Franklin

    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

Provenance

Return type
form_990
Tax year
2024
Filed
7 May 2025
IRS schema version
2024v5.0
Source object
202521359349302447

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.