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← ROBERT B AND SHIRLEY K HASPEL ENDOWMENT FUND

Form 990 for tax year 2022

Filed by ROBERT B AND SHIRLEY K HASPEL ENDOWMENT FUND.

Totals

Total revenue
$35,656
Total expenses
$55,409
Contributions and grants received
$0
Grants paid
$35,000
Program service revenue
$0
Investment income
$35,656
Other revenue
$0
Total assets, end of year
$591,044
Total liabilities, end of year
$11,821
Net assets or fund balances, end of year
$579,223
Program services expenses (Part IX)
$35,000
Management and general expenses
$20,409
Fundraising expenses
$0
Program service expenses (Part III)
$35,000

Program services were 63.2% 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 $9,096 · excluded $9,096

  • 7a · Gross sales of assets other than inventory

    securities $59,175

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

    securities $32,615

  • 7c · Gain or loss

    securities $26,560

  • 7d · Net gain or loss

    total $26,560 · excluded $26,560

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,000 · program services $35,000

  • 11c · Fees: accounting

    total $1,250 · management and general $1,250

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $11,821 · management and general $11,821

  • 24b · Other expenses: BANK FEES

    total $7,338 · management and general $7,338

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $539 · end of year $517

  • 11 · Investments: publicly traded securities

    beginning of year $723,771 · end of year $590,527

  • 17 · Accounts payable and accrued expenses

    beginning of year $15,686 · end of year $11,821

  • 28 · Net assets with donor restrictions

    beginning of year $708,624 · end of year $579,223

Mission and programs · 2022

Mission

SUPPORT OF VARIOUS CHARITABLE ORGANIZATIONS

  • CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS

    Expenses $35,000 · Grants $35,000

As filed on the 2022 return.

Listed in Part VII

  • Patti Lengsfield

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Saundra K Levy

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 4 related

  • John L Haspel

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Haspel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Haspel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jack Benjamin Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mimi Schlesinger

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

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
2022
Filed
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349315865

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