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Nonprofiteer
← PHILENA R PEABODY LLOYD TRUST-WILL 34608

Form 990 for tax year 2023

Filed by PHILENA R PEABODY LLOYD TRUST-WILL 34608.

Totals

Total revenue
$8,829
Total expenses
$8,247
Contributions and grants received
$0
Grants paid
$3,518
Program service revenue
$0
Investment income
$8,829
Other revenue
$0
Total assets, end of year
$149,950
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$149,950
Program services expenses (Part IX)
$3,518
Management and general expenses
$4,729
Fundraising expenses
$0
Program service expenses (Part III)
$3,518

Program services were 42.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • NORTHERN TRUST COMPANY

    TRUSTEE

    Total calculated
    $2,126
    From this org
    $2,126
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

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
2023
Filed
8 January 2025
IRS schema version
2023v6.0
Source object
202501009349301265

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

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