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← WH BURRITT TEST TR 1512000165

Form 990 for tax year 2023

Filed by WH BURRITT TEST TR 1512000165.

Totals

Total revenue
$347,410
Total expenses
$603,116
Contributions and grants received
$0
Grants paid
$532,991
Program service revenue
$0
Investment income
$347,410
Other revenue
$0
Total assets, end of year
$5,207,456
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,207,456
Program services expenses (Part IX)
$532,991
Management and general expenses
$70,125
Fundraising expenses
$0
Program service expenses (Part III)
$532,991

Program services were 88.4% 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 $158,025 · excluded $158,025

  • 7a · Gross sales of assets other than inventory

    securities $1,288,611

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

    securities $1,099,226

  • 7c · Gain or loss

    securities $189,385

  • 7d · Net gain or loss

    total $189,385 · excluded $189,385

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $532,991 · program services $532,991

  • 5 · Compensation of officers, directors and key employees

    total $64,130 · management and general $64,130

  • 11c · Fees: accounting

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

  • 11g · Fees: other

    total $4,995 · management and general $4,995

  • 24a · Other expenses: INVESTMENT EXPENSES

  • 24b · Other expenses: FOREIGN TAXES

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $32,423 · end of year $83,317

  • 11 · Investments: publicly traded securities

    beginning of year $5,430,016 · end of year $5,124,139

  • 31 · Retained earnings, endowment or other funds

    beginning of year $5,462,439 · end of year $5,207,456

Mission and programs · 2023

Mission

TO PROVIDE FUNDS TO MAINTAIN THE BURRITT HOMEPLACE PARK AND MUSEUM, AND TO PROVIDE FUNDS FOR OTHER NAMED CHARITABLE BENEFICIARIES AS DESCRIBED IN THE LAST WILL AND TESTAMENT OF W. H. BURRITT

  • FUNDS FOR THE FURTHERANCE OF HEALTH SERVICES PROVIDED BY THE MADISON COUNTY HEALTH CENTER

    Expenses $130,747 · Grants $130,747

  • FUNDS FOR THE FUTHERANCE OF THE MISSION OF THE EPISCOPAL CHUIRCH OF THE NATIVITY, HUNTSVILLE, AL

    Expenses $130,748 · Grants $130,748

  • FUNDS FOR THE FURTHERANCE OF HEALTHCARE AUTH CITY OF HUNTSVILLE

    Expenses $261,496 · Grants $261,496

  • Expenses $10,000 · Grants $10,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Regions Bank

    TRUSTEE

    Total calculated
    $64,130
    From this org
    $64,130
    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

  • HEALTHCARE AUTH OF CITY OF HUNTSVILLE DBA HUNTSVILLE HOSPITAL

    $261,496

    FURTHERANCE OF MEDICAL SERVICES

  • EPISCOPAL CHURCH OF THE NATIVITY

    $130,748

    FURTHERANCE OF THE MISSION OF THE EPISCOPAL CHURCH OF THE NATIVITY

  • MADISON COUNTY HEALTH CENTER

    $130,748

    FURTHERANCE OF HEALTH SERVICES PROVIDED BY THE MADISON COUNTY HEALTH CENTER

  • CITY OF HUNTSVILLE AL BURRITT MUSEUM

    $10,000

    MAINTENANCE OF THE BURRITT HOMEPLACE PARK AND MUSEUM

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.

  • HEALTHCARE AUTH OF CITY OF HUNTSVILLE DBA HUNTSVILLE HOSPITAL

    501(C)(3) · FURTHERANCE OF MEDICAL SERVICES · AL

    Directly controlled by NA

  • EPISCOPAL CHURCH OF THE NATIVITY

    501(C)(3) · FURTHERANCE OF THE MISSION OF THE EPISCOPAL C · AL

    Directly controlled by NA

  • MADISON COUNTY HEALTH CENTER

    501(C)(3) · FURTHERANCE OF HEALTH SERVICES PROVIDED BY MA · AL

    Directly controlled by NA

  • CITY OF HUNTSVILLE BURRITT MUSEUM

    501(C)(3) · MUSEUM UPKEEP · AL

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2023
Filed
24 August 2026
IRS schema version
2023v6.0
Source object
202602369349301505

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