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Nonprofiteer
← ALICE E SIAS TRUST UW T-15172 FBO LAHEY CLINIC FOUNDATION

Form 990 for tax year 2022

Filed by ALICE E SIAS TRUST UW T-15172 FBO LAHEY CLINIC FOUNDATION.

Totals

Total revenue
$682,069
Total expenses
$381,819
Contributions and grants received
$0
Grants paid
$337,203
Program service revenue
$0
Investment income
$682,069
Other revenue
$0
Total assets, end of year
$6,747,382
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,747,382
Program services expenses (Part IX)
$337,203
Management and general expenses
$44,616
Fundraising expenses
$0
Program service expenses (Part III)
$337,203

Program services were 88.3% 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 $186,253 · excluded $186,253

  • 7a · Gross sales of assets other than inventory

    securities $3,600,949

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

    securities $3,105,133

  • 7c · Gain or loss

    securities $495,816

  • 7d · Net gain or loss

    total $495,816 · related or exempt $495,816

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $337,203 · program services $337,203

  • 5 · Compensation of officers, directors and key employees

    total $44,546 · management and general $44,546

  • 24a · Other expenses: FOREIGN TAXES

  • 24b · Other expenses: MA PC FILING FEE

  • 24c · Other expenses: PROBATE FILING FEE

  • 24e · All other expenses

    total $70 · management and general $70

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year -$70

  • 2 · Savings and temporary cash investments

    beginning of year $517,491 · end of year $340,748

  • 11 · Investments: publicly traded securities

    beginning of year $5,929,641 · end of year $6,406,704

  • 29 · Capital stock, trust principal or current funds

    beginning of year $6,447,132 · end of year $6,747,382

Mission and programs · 2022

Mission

SUPPORT FOR SIAS LABORATORIES

  • LAHEY CLINIC FOUNDATION INC., FOR SUPPORT OF THE SIAS LABORATORIES

    Expenses $337,203 · Grants $337,203

As filed on the 2022 return.

Listed in Part VII

  • STATE STREET GLOBAL ADVISORS TR CO

    TRUSTEE

    Total calculated
    $44,546
    From this org
    $44,546
    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

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
2022
Filed
21 April 2023
IRS schema version
2022v5.0
Source object
202311309349302276

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

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