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← CHARLES F REICH III CHARITABLE REMAINDER UNITRUST 49A013017

Form 990 for tax year 2023

Filed by CHARLES F REICH III CHARITABLE REMAINDER UNITRUST 49A013017.

Totals

Total revenue
$33,033
Total expenses
$22,830
Contributions and grants received
$0
Grants paid
$16,639
Program service revenue
$0
Investment income
$33,033
Other revenue
$0
Total assets, end of year
$310,908
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$310,908
Program services expenses (Part IX)
$16,639
Management and general expenses
$6,191
Fundraising expenses
$0
Program service expenses (Part III)
$16,639

Program services were 72.9% 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 $9,867 · excluded $9,867

  • 7a · Gross sales of assets other than inventory

    securities $245,002

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

    securities $221,836

  • 7c · Gain or loss

    securities $23,166

  • 7d · Net gain or loss

    total $23,166 · excluded $23,166

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $16,639 · program services $16,639

  • 5 · Compensation of officers, directors and key employees

    total $3,628 · management and general $3,628

  • 11c · Fees: accounting

    total $2,525 · management and general $2,525

  • 24a · Other expenses: FOREIGN TAXES WITHHELD

    total $38 · management and general $38

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $12,819 · end of year $9,949

  • 11 · Investments: publicly traded securities

    beginning of year $59,367 · end of year $42,274

  • 12 · Investments: other securities

    beginning of year $228,215 · end of year $256,105

  • 15 · Other assets

    beginning of year $304 · end of year $2,580

  • 29 · Capital stock, trust principal or current funds

    beginning of year $300,705 · end of year $310,908

  • 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 $0 · end of year $0

Mission and programs · 2023

Mission

THE ORGANIZATION'S SOLE MISSION IS TO SUPPORT PAWS HUMANE, INC., A PUBLICLY SUPPORTED 501(C)(3) CHARITY.

Activities or mission (Part I)

TO PROVIDE SUPPORT TO PAWS HUMANE, INC.

  • THE ORGANIZATION SUPPORTS PAWS HUMANE, INC. BY DISTRIBUTING 100% OF ITS DISTRIBUTABLE AMOUNT TO PAWS HUMANE, INC.

    Expenses $16,639 · Grants $16,639

As filed on the 2023 return.

Listed in Part VII

  • Synovus Trust Company Na

    TRUSTEE

    Total calculated
    $3,628
    From this org
    $3,628
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

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
2023
Filed
6 March 2025
IRS schema version
2023v6.0
Source object
202510709349301456

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