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← JAMES W MCLAURIN TESTAMENTARY TRUST R78119006

Form 990 for tax year 2023

Filed by JAMES W MCLAURIN TESTAMENTARY TRUST R78119006.

Totals

Total revenue
$305,878
Total expenses
$38,685
Contributions and grants received
$0
Grants paid
$1,575
Program service revenue
$0
Investment income
$305,750
Other revenue
$128
Total assets, end of year
$7,254,032
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,254,032
Program services expenses (Part IX)
$38,685
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$38,685

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 $219,513 · excluded $219,513

  • 7a · Gross sales of assets other than inventory

    securities $1,192,030

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

    securities $1,105,793

  • 7c · Gain or loss

    securities $86,237

  • 7d · Net gain or loss

    total $86,237 · excluded $86,237

  • 11a · Other revenue: MISCELLANEOUS REVENUE

    total $128 · excluded $128

  • 11e · Other revenue, total

    $128

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,575 · program services $1,575

  • 11a · Fees: management

    total $37,110 · program services $37,110

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $352,851 · end of year $397,703

  • 11 · Investments: publicly traded securities

    beginning of year $5,980,327 · end of year $6,856,329

  • 29 · Capital stock, trust principal or current funds

    beginning of year $4,741,351 · end of year $4,741,351

  • 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 $1,591,827 · end of year $2,512,681

Mission and programs · 2023

Mission

TO SUPPORT THE FIRST PRESBYTERIAN CHURCH OF THE CITY OF BATON ROUGE'S OUTREACH PROGRAMS.

  • FIRST PRESBYTERIAN CHURCH OUTREACH PROGRAM - TO HELP LOCAL COMMUNITY PROGRAMS

    Expenses $38,685 · Grants $1,575

As filed on the 2023 return.

Listed in Part VII

  • Brett P Furr

    TRUSTEE, CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Eugene H Owen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Kris Kirkpatrick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dj Davis

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Pat Kerr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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
1 August 2024
IRS schema version
2023v5.1
Source object
202412259349300021

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