Form 990 for tax year 2022
Filed by Pasadena Host Lions Club Memorial Trust.
What the amendment changed
Compared with the return it replaced , filed 25 January 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total expenses
- $2,223,157 changed to $112,474
- Grants paid
- $2,174,498 changed to $63,815
- Program services expenses
- $2,174,498 changed to $63,815
- Program service expenses (Part III)
- $2,174,498 changed to $63,815
Totals
- Total revenue
- $35,125
- Total expenses
- $112,474
- Contributions and grants received
- $0
- Grants paid
- $63,815
- Program service revenue
- $0
- Investment income
- $35,125
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $63,815
- Management and general expenses
- $48,659
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $63,815
Program services were 56.7% 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 $82,081 · excluded $82,081
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $243,987
-
7b · Less cost or other basis and sales expenses
securities $290,943
-
7c · Gain or loss
securities -$46,956
-
7d · Net gain or loss
total -$46,956 · related or exempt -$46,956
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $63,815 · program services $63,815
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $20,900 · management and general $20,900
-
11c · Fees: accounting
total $8,000 · management and general $8,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $16,575 · management and general $16,575
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $802 · management and general $802
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $1,674 · management and general $1,674
-
24a · Other expenses: Charters
total $600 · management and general $600
-
24b · Other expenses: Fees
total $75 · management and general $75
-
24c · Other expenses: Foreign Taxes Paid
total $33 · management and general $33
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $27,660 · end of year $0
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,075,070 · end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
end of year $0
-
28 · Net assets with donor restrictions
beginning of year $2,102,730
Mission and programs · 2022
Mission
The purpose of the charitable trust is to devote and supply the income from the trust fund and principal exclusively for charitable purposes or for the betterment and welfare of children or of handicapped persons, particularly persons handicapped in sight or hearing, either directly or by contributions to organizations duly authorized to carry on such activities and which have established their tax-exempt status under the provisions of 501(c)(3) and 501(c)(4) of the Internal Revenue Code and its regulations.
-
Distributions made to various organizations or individuals for health, education, and other assistance of children and handicapped persons. See statement of qualifications for recipients.
Expenses $63,815 · Grants $63,815
As filed on the 2022 return.
Listed in Part VII
-
Donna Pomerantz
Director
- Total calculated
- $0
- Hours/week
- 1
-
Jhoana Hirasuna
Director
- Total calculated
- $0
- Hours/week
- 1
-
Kirit M Dav
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Mitchell Pomerantz
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Ronald C Bailey
Chairman
- Total calculated
- $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
-
$8,000
1-on-1 teaching to students
-
Salvation Army
$8,000
School supplies for underprivileged
-
School supplies for underprivileged
-
$7,000
Assist visually impaired to travel
-
$6,000
Rebuild shattered lives of women
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.
-
501(c)(4) · Civic League · CA
Directly controlled by NA
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
$124,740
Liquidation · 002700.000 Altria Group Inc · Mar 21, 2023 · 501(c)(4)
-
$296,631
Liquidation · 010246.330 American Funds American Balanced F3 · Mar 21, 2023 · 501(c)(4)
-
$79,655
Liquidation · 000500.000 Chevron Corp · Mar 21, 2023 · 501(c)(4)
-
$63,804
Liquidation · 000499.520 Health Care Select Sector SPDR ETF · Mar 21, 2023 · 501(c)(4)
-
$106,745
Liquidation · 001506.000 IShares Edge MSCI Min Vol USA · Mar 21, 2023 · 501(c)(4)
-
$114,840
Liquidation · 001200.000 Philip Morris International Inc · Mar 21, 2023 · 501(c)(4)
-
$244,264
Liquidation · 005156.520 American Funds American Mutual F3 · Mar 21, 2023 · 501(c)(4)
-
$66,626
Liquidation · 001281.280 First Trust NASDAQ Technology Div ETF · Mar 21, 2023 · 501(c)(4)
-
$69,834
Liquidation · 001570.000 First Trust Dorsey Wright Focus 5 ETF · Mar 21, 2023 · 501(c)(4)
-
$59,224
Liquidation · 000800.000 Invesco DWA Momentum ETF · Mar 21, 2023 · 501(c)(4)
-
$69,896
Liquidation · 000400.000 Elbit Systems Ltd · Mar 21, 2023 · 501(c)(4)
-
$44,747
Liquidation · 000382.000 Nestle SA ADR · Mar 21, 2023 · 501(c)(4)
-
$201,448
Liquidation · 009082.430 American Funds Income Fund of Amer F3 · Mar 21, 2023 · 501(c)(4)
-
$45,494
Liquidation · 006800.370 Blackrock High Yield Bond Instl · Mar 21, 2023 · 501(c)(4)
-
$1,667
Liquidation · 959500.000 Ginnie Mae 2 G2SF 002631 7.000 08/20/28 · Mar 21, 2023 · 501(c)(4)
-
$216
Liquidation · 040000.000 Ginnie Mae 2 GSF 003160 6.000 11/20/31 · Mar 21, 2023 · 501(c)(4)
-
$2,212
Liquidation · 002000.000 Goldman Sachs 6.750 10/01/37 · Mar 21, 2023 · 501(c)(4)
-
$836
Liquidation · 093479.000 GVT Ntl Mrtg Asn GNSF 454426 6.000 12/15/33 · Mar 21, 2023 · 501(c)(4)
-
$1,398
Liquidation · 050000.000 GVT Ntl Mrtg Asn GNSF 637040 5.500 01/15/35 · Mar 21, 2023 · 501(c)(4)
-
$46,378
Liquidation · 007541.060 JPMorgan High Yield I · Mar 21, 2023 · 501(c)(4)
-
$47,196
Liquidation · 045000.000 Los Angeles Calif DWP 5.516 07/01/27 · Mar 21, 2023 · 501(c)(4)
-
$47,719
Liquidation · 005927.800 PGIM Short Duration High Yield Income Z · Mar 21, 2023 · 501(c)(4)
-
$45,521
Liquidation · 006005.380 Pimco High Yield Instl · Mar 21, 2023 · 501(c)(4)
-
$38,754
Liquidation · 006122.250 Principal High Yield Inst · Mar 21, 2023 · 501(c)(4)
-
$51,600
Liquidation · 003996.870 Virtus Short Dur H Inc Instl · Mar 21, 2023 · 501(c)(4)
-
$39,372
Liquidation · 001424.980 Giffin Institutional Access Real Est I · Mar 21, 2023 · 501(c)(4)
-
$145,921
Liquidation · 013727.250 Cliffwater Corporate Lending I · Mar 21, 2023 · 501(c)(4)
-
$50,791
Liquidation · 0004.19.23 Currency · Mar 21, 2023 · 501(c)(4)
-
$3,154
Liquidation · 0005.01.23 Currency · Mar 21, 2023 · 501(c)(4)
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 9 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202421309349304442
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.