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Nonprofiteer
← SUZANNE GRAVES TRUST

Form 990 for tax year 2023

Filed by SUZANNE GRAVES TRUST.

Totals

Total revenue
$126,332
Total expenses
$161,555
Contributions and grants received
$0
Grants paid
$144,312
Program service revenue
$0
Investment income
$126,332
Other revenue
$0
Total assets, end of year
$2,329,045
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,329,045
Program services expenses (Part IX)
$161,555
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 100.0% 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 $123,199 · excluded $123,199

  • 7a · Gross sales of assets other than inventory

    securities $3,133

  • 7c · Gain or loss

    securities $3,133

  • 7d · Net gain or loss

    total $3,133

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $144,312 · program services $144,312

  • 5 · Compensation of officers, directors and key employees

    total $13,546 · program services $13,546

  • 24e · All other expenses

    total $3,697 · program services $3,697

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $117,380 · end of year $82,099

  • 11 · Investments: publicly traded securities

    beginning of year $2,246,906 · end of year $2,246,946

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,364,286 · end of year $2,329,045

Mission and programs · 2023

Mission

Maintenance and upkeep for First Baptist Church of Newark

  • Maintenance and upkeep for First Baptist Church of Newark

    Grants $144,312

As filed on the 2023 return.

Listed in Part VII

  • Park National Bank

    Trustee

    Total calculated
    $0

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.

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2024
IRS schema version
2023v5.0
Source object
202401309349302145

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

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