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Nonprofiteer
← THE AUSHERMAN FAMILY TRUST

Form 990 for tax year 2022

Filed by THE AUSHERMAN FAMILY TRUST.

Totals

Total revenue
$164,398
Total expenses
$994,780
Contributions and grants received
$0
Grants paid
$956,757
Program service revenue
$0
Investment income
$164,085
Other revenue
$313
Total assets, end of year
$6,087,784
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$6,087,784
Program services expenses (Part IX)
$956,757
Management and general expenses
$38,023
Fundraising expenses
$0
Program service expenses (Part III)
$956,757

Program services were 96.2% 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 $150,663 · excluded $150,663

  • 6b · Less rental expenses

    real property -$313

  • 6c · Rental income or loss

    real property $313

  • 6d · Net rental income or loss

    total $313 · excluded $313

  • 7a · Gross sales of assets other than inventory

    securities $1,318,846

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

    securities $1,305,424

  • 7c · Gain or loss

    securities $13,422

  • 7d · Net gain or loss

    total $13,422 · excluded $13,422

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $956,757 · program services $956,757

  • 11c · Fees: accounting

    total $2,950 · management and general $2,950

  • 11f · Fees: investment management

    total $34,325 · management and general $34,325

  • 13 · Office expenses

    total $307 · management and general $307

  • 24a · Other expenses: FOREIGN TAXES

    total $441 · management and general $441

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $21,324 · end of year $5,622

  • 11 · Investments: publicly traded securities

    beginning of year $7,911,105 · end of year $6,082,162

  • 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 $7,932,429 · end of year $6,087,784

Mission and programs · 2022

Mission

TO ENHANCE THE WELL-BEING OF THE RESIDENTS OF FREDERICK COUNTY, MARYLAND THROUGH INSTITUTIONAL INITIATIVES TO MEET NEEDS IN UNDERSERVED AREAS.

Activities or mission (Part I)

TO SUPPORT THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND, INC. IN SUPPORT OF ITS CHARITABLE, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC PURPOSES.

  • MADE CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS IN SUPPORT OF THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND, INC.

    Expenses $956,757 · Grants $956,757

As filed on the 2022 return.

Listed in Part VII

  • Marvin E Ausherman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Joseph F Welty

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • John F Dallavalle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 1 related

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
27 October 2023
IRS schema version
2022v5.0
Source object
202323009349301427

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

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