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← NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND

Form 990 for tax year 2024

Filed by NATHALIE & THEODORE JONES CHARIT TR LOTTE SCHARFMAN MEMORIAL FUND.

Totals

Total revenue
$49,309
Total expenses
$65,327
Contributions and grants received
$0
Grants paid
$44,000
Program service revenue
$0
Investment income
$49,309
Other revenue
$0
Total assets, end of year
$560,423
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$560,423
Program services expenses (Part IX)
$44,000
Management and general expenses
$21,327
Fundraising expenses
$0
Program service expenses (Part III)
$44,000

Program services were 67.4% 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 $26,697 · excluded $26,697

  • 7a · Gross sales of assets other than inventory

    securities $115,904

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

    securities $93,292

  • 7c · Gain or loss

    securities $22,612

  • 7d · Net gain or loss

    total $22,612 · related or exempt $22,612

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $44,000 · program services $44,000

  • 5 · Compensation of officers, directors and key employees

    total $12,666 · management and general $12,666

  • 11b · Fees: legal

    total $2,437 · management and general $2,437

  • 11c · Fees: accounting

    total $4,873 · management and general $4,873

  • 24a · Other expenses: Foreign taxes paid

    total $876 · management and general $876

  • 24b · Other expenses: Account maintenance fee

    total $400 · management and general $400

  • 24c · Other expenses: Filing fees

    total $70 · management and general $70

  • 24d · Other expenses: ADR fees

    total $5 · management and general $5

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $24,929 · end of year $37,848

  • 11 · Investments: publicly traded securities

    beginning of year $553,220 · end of year $522,575

  • 27 · Net assets without donor restrictions

    beginning of year $578,149 · end of year $560,423

Mission and programs · 2024

Mission

The primary mission of the organization is to support the activities of the Lotte Scharfman Memorial Fund.

Activities or mission (Part I)

Support organization - to support the activities of the Lotte Scharfman Memorial Fund.

  • Contributions to the Lotte E. Scharfman Memorial Fund.

    Expenses $44,000 · Grants $44,000

As filed on the 2024 return.

Listed in Part VII

  • Charles F O'Connell

    Trustee

    Total calculated
    $9,499
    From this org
    $9,499
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Mary L Marshall

    Trustee

    Total calculated
    $3,167
    From this org
    $3,167
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

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
10 November 2025
IRS schema version
2024v5.2
Source object
202513149349302141

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