Form 990 for tax year 2022
Filed by 40 & 8 CHARLES W ARDERY MEMORIAL CHILD WELFARE TRUST FUND.
Totals
- Total revenue
- $455,151
- Total expenses
- $51,602
- Contributions and grants received
- $13,160
- Grants paid
- $4,991
- Program service revenue
- $0
- Investment income
- $441,991
- Other revenue
- $0
- Total assets, end of year
- $2,533,140
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,533,140
- Program services expenses (Part IX)
- $26,769
- Management and general expenses
- $24,833
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $26,769
Program services were 51.9% 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.
-
1f · All other contributions, gifts and grants
$13,160
-
3 · Investment income
total $63,078 · related or exempt $63,078
-
7a · Gross sales of assets other than inventory
securities $1,725,357 · other assets $2,382
-
7b · Less cost or other basis and sales expenses
securities $1,348,826
-
7c · Gain or loss
securities $376,531 · other assets $2,382
-
7d · Net gain or loss
total $378,913 · related or exempt $378,913
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $4,991 · program services $4,991
-
5 · Compensation of officers, directors and key employees
total $20,349 · program services $10,175 · management and general $10,174
-
11c · Fees: accounting
total $3,008 · management and general $3,008
-
17 · Travel
total $47 · management and general $47
-
19 · Conferences, conventions and meetings
total $8,207 · program services $4,103 · management and general $4,104
-
24a · Other expenses: CLERICAL ASSISTANCE
total $15,000 · program services $7,500 · management and general $7,500
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $52,982 · end of year $36,291
-
11 · Investments: publicly traded securities
beginning of year $2,076,609 · end of year $2,496,849
-
29 · Capital stock, trust principal or current funds
beginning of year $2,129,591 · end of year $2,533,140
Mission and programs · 2022
Mission
PAYMENTS TO OR FOR THE BENEFIT OF NEEDY CHILDREN FOR EMERGENCY FOOD, CLOTHING, MEDICAL SERVICES, ETC.
-
PAYMENTS TO OR FOR THE BENEFIT OF NEEDY CHILDREN FOR EMERGENCY FOOD, CLOTHING, MEDICAL SERVICES, ETC.
Expenses $26,769 · Grants $4,991
-
PAYMENTS TO OR FOR THE BENEFIT OF NEEDY CHILDREN FOR EMERGENCY FOOD, CLOTHING, MEDICAL SERVICES, ETC.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
FIRST MERCHANTS PRIVATE WEALTH ADV
TRUSTEE
- Total calculated
- $20,349
- From this org
- $20,349
- From related orgs
- $0
- Other
- $0
- Hours/week
- 5
-
JOHN T DIGILIO JR
OFFICER
- Total calculated
- $0
-
FRANK KRONEN
OFFICER
- Total calculated
- $0
-
WILLIAM SIMPSON
OFFICER
- 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
- 29 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202440609349301209
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