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Nonprofiteer
← MARGARET M LICHTY CHARITABLE TRUST 1519159178

Form 990 for tax year 2023

Filed by MARGARET M LICHTY CHARITABLE TRUST 1519159178.

Totals

Total revenue
$38,839
Total expenses
$59,431
Contributions and grants received
$0
Grants paid
$50,472
Program service revenue
$0
Investment income
$31,455
Other revenue
$7,384
Total assets, end of year
$696,911
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$696,911
Program services expenses (Part IX)
$55,214
Management and general expenses
$4,217
Fundraising expenses
$0
Program service expenses (Part III)
$55,214

Program services were 92.9% 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 $22,286 · excluded $22,286

  • 7a · Gross sales of assets other than inventory

    other assets $9,169

  • 7c · Gain or loss

    other assets $9,169

  • 7d · Net gain or loss

    total $9,169 · excluded $9,169

  • 11a · Other revenue: REPAYMENT OF FUNDS DISBURSED

    total $7,384 · excluded $7,384

  • 11e · Other revenue, total

    $7,384

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,472 · program services $50,472

  • 5 · Compensation of officers, directors and key employees

    total $8,434 · program services $4,217 · management and general $4,217

  • 11c · Fees: accounting

    total $525 · program services $525

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $210,590 · end of year $165,935

  • 11 · Investments: publicly traded securities

    beginning of year $505,958 · end of year $530,976

  • 27 · Net assets without donor restrictions

    beginning of year $716,548 · end of year $696,911

Mission and programs · 2023

Mission

TO PROVIDE FOR THE CEMETERY'S CARE AND UPKEEP.

  • PROVISION OF CEMETERY'S CARE AND UPKEEP.

    Expenses $55,214 · Grants $50,472

As filed on the 2023 return.

Listed in Part VII

  • Mid Penn Bank Trust Dept

    TRUSTEE

    Total calculated
    $8,434
    From this org
    $8,434
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

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

  • HOLY FAMILY CEMETERY

    $50,472

    CEMETERY UPKEEP

Provenance

Return type
form_990
Tax year
2023
Filed
9 May 2024
IRS schema version
2023v5.0
Source object
202401319349303790

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