Skip to content
Nonprofiteer
← PEAK TRUST DONOR ADVISED FUND INC

Form 990 for tax year 2022

Filed by PEAK TRUST DONOR ADVISED FUND INC.

Totals

Total revenue
$1,426,064
Total expenses
$813,725
Contributions and grants received
$588,000
Grants paid
$809,501
Program service revenue
$0
Investment income
$829,809
Other revenue
$8,255
Total assets, end of year
$4,144,349
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,144,349
Program services expenses (Part IX)
$809,501
Management and general expenses
$4,224
Fundraising expenses
$0
Program service expenses (Part III)
$809,501

Program services were 99.5% 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

    $588,000

  • 1g · Noncash contributions included above

    $588,000

  • 3 · Investment income

    total $823,282 · excluded $823,282

  • 7a · Gross sales of assets other than inventory

    securities $6,527

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

    securities $0

  • 7c · Gain or loss

    securities $6,527

  • 7d · Net gain or loss

    total $6,527 · excluded $6,527

  • 11a · Other revenue: RIVER OAKS PROPERTIES

    total $8,255 · unrelated business $0 · excluded $8,255

  • 11e · Other revenue, total

    $8,255

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $809,501 · program services $809,501

  • 11f · Fees: investment management

    total $4,224 · management and general $4,224

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $288,008 · end of year $312,349

  • 12 · Investments: other securities

    beginning of year $3,244,002 · end of year $3,832,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,532,010 · end of year $4,144,349

Mission and programs · 2022

Mission

CONNECT DONORS WITH THE INFORMATION AND OPPORTUNITIES TO ACCOMPLISH THEIR CHARITABLE GOALS.

  • THIS IS A DONOR ADVISED FUND AND THE FUND DISTRIBUTES GRANTS TO 501 (C)(3) ORGANIZATIONS.

    Expenses $809,501 · Grants $809,501

As filed on the 2022 return.

Listed in Part VII

  • Matthew Blattmachr

    PRESIDENT & SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Brandon Cintula

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • April McCullough

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jack Ciciora

    DIRECTOR

    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

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202343129349304084

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.