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← NINA JEAN OBEL CHARITABLE TRUST

Form 990 for tax year 2022

Filed by NINA JEAN OBEL CHARITABLE TRUST.

Totals

Total revenue
$207,906
Total expenses
$223,908
Contributions and grants received
$0
Grants paid
$180,500
Program service revenue
$0
Investment income
$207,906
Other revenue
$0
Total assets, end of year
$1,544,487
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,544,487
Program services expenses (Part IX)
$180,500
Management and general expenses
$43,408
Fundraising expenses
$0
Program service expenses (Part III)
$180,500

Program services were 80.6% 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 $49,033 · excluded $49,033

  • 7a · Gross sales of assets other than inventory

    securities $706,542

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

    securities $547,669

  • 7c · Gain or loss

    securities $158,873

  • 7d · Net gain or loss

    total $158,873 · excluded $158,873

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $180,500 · program services $180,500

  • 5 · Compensation of officers, directors and key employees

    total $17,196 · management and general $17,196

  • 11c · Fees: accounting

    total $3,399 · management and general $3,399

  • 11f · Fees: investment management

    total $22,462 · management and general $22,462

  • 24a · Other expenses: FOREIGN TAXES ON DIVIDE

    total $256 · management and general $256

  • 24b · Other expenses: BANK CHARGES

    total $70 · management and general $70

  • 24c · Other expenses: WIRE FEES

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,680 · end of year $16,229

  • 2 · Savings and temporary cash investments

    beginning of year $35,449 · end of year $10,793

  • 4 · Accounts receivable

    beginning of year $894 · end of year $1,171

  • 11 · Investments: publicly traded securities

    beginning of year $1,072,035 · end of year $1,125,795

  • 12 · Investments: other securities

    beginning of year $441,431 · end of year $390,499

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,560,489 · end of year $1,544,487

  • 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 · 2022

Mission

TO SUPPORT THE EFFORTS OF CHARITABLE CHRISTIAN ORGANIZATIONS THAT QUALIFY AS PUBLIC CHARITIES.

  • DONATIONS MADE TO PUBLIC CHRISTIAN CHARITIES IN ORDER TO SUPPORT EVANGELISM, EDUCATION AND MISSIONARY ACTIVITIES.

    Expenses $180,500 · Grants $180,500

As filed on the 2022 return.

Listed in Part VII

  • Hal Habecker

    TRUSTEE

    Total calculated
    $17,196
    From this org
    $0
    From related orgs
    $17,196
    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
2022
Filed
10 May 2023
IRS schema version
2022v5.0
Source object
202321369349302347

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