Totals
- Total revenue
- $19,964
- Total expenses
- $83,229
- Contributions and grants received
- $0
- Grants paid
- $65,000
- Program service revenue
- $1,500
- Investment income
- $18,464
- Other revenue
- $0
- Total assets, end of year
- $1,044,481
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,044,481
- Program services expenses (Part IX)
- $65,000
- Management and general expenses
- $18,229
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $65,000
Program services were 78.1% 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.
-
2f · All other program service revenue
total $1,500 · related or exempt $1,500
-
3 · Investment income
total $27,772 · excluded $27,772
-
7a · Gross sales of assets other than inventory
securities $306,084
-
7b · Less cost or other basis and sales expenses
securities $315,392
-
7c · Gain or loss
securities -$9,308
-
7d · Net gain or loss
total -$9,308 · excluded -$9,308
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $65,000 · program services $65,000
-
5 · Compensation of officers, directors and key employees
total $5,384 · management and general $5,384
-
11b · Fees: legal
total $2,520 · management and general $2,520
-
11c · Fees: accounting
total $1,150 · management and general $1,150
-
11f · Fees: investment management
total $1,386 · management and general $1,386
-
24a · Other expenses: FOREIGN TAXES
total $771 · management and general $771
-
24b · Other expenses: ADR FEES
total $49 · management and general $49
-
24c · Other expenses: INVESTMENT FEES
total $6,969 · management and general $6,969
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $45,565 · end of year $39,157
-
11 · Investments: publicly traded securities
beginning of year $1,062,839 · end of year $1,005,324
-
29 · Capital stock, trust principal or current funds
beginning of year $1,108,404
-
31 · Retained earnings, endowment or other funds
end of year $1,044,481
Listed in Part VII
-
JANE S WEBB
PRESIDENT/DIRECTOR
- Total calculated
- $0
-
NICK GAEDE
TREASURER/DIRECTOR
- Total calculated
- $0
-
WILLIAM A KRAMER
DIRECTOR
- Total calculated
- $0
-
DON LUTOMSKI
DIRECTOR
- Total calculated
- $0
-
K WOOD HERREN
SECRETARY
- Total calculated
- $0
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
-
$65,000
TO PROVIDE SCHOLARSHIP FUNDS TO THE HORIZONS SCHOOL
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.
-
501(c)(3) · SCHOOL · AL
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313139349303011
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