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Nonprofiteer
← JOSEPH J MAYER EDUCATION TR

Form 990 for tax year 2023

Filed by JOSEPH J MAYER EDUCATION TR.

Totals

Total revenue
$561,654
Total expenses
$615,541
Contributions and grants received
$0
Grants paid
$524,244
Program service revenue
$0
Investment income
$561,654
Other revenue
$0
Total assets, end of year
$10,309,944
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,309,944
Program services expenses (Part IX)
$524,244
Management and general expenses
$91,297
Fundraising expenses
$0
Program service expenses (Part III)
$524,244

Program services were 85.2% 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 $561,608 · excluded $561,608

  • 7a · Gross sales of assets other than inventory

    securities $250,708

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

    securities $250,662

  • 7c · Gain or loss

    securities $46

  • 7d · Net gain or loss

    total $46 · excluded $46

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $524,244 · program services $524,244

  • 5 · Compensation of officers, directors and key employees

    total $87,027 · management and general $87,027

  • 11b · Fees: legal

    total $420 · management and general $420

  • 11c · Fees: accounting

    total $3,850 · management and general $3,850

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$1

  • 2 · Savings and temporary cash investments

    beginning of year $250,000 · end of year $250,000

  • 12 · Investments: other securities

    beginning of year $10,113,832 · end of year $10,059,944

  • 29 · Capital stock, trust principal or current funds

    beginning of year $9,967,718 · end of year $9,967,718

  • 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 $396,113 · end of year $342,226

Mission and programs · 2023

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO JEFFERSON CITY HIGH SCHOOL, HELIAS HIGH SCHOOL, CALVARY LUTHERAN HIGH SCHOOL, AND SIKESTON HIGH SCHOOL TO ENABLE EACH SCHOOL TO GRANT SCHOLARSHIPS TO WORTHY STUDENTS OF GRADUATING CLASSES.

  • FINANCIAL ASSISTANCE PROVIDED TO JEFFERSON CITY HIGH SCHOOL, HELIAS HIGH SCHOOL, CALVARY LUTHERAN HIGH SCHOOL, AND SIKESTON HIGH SCHOOL TO ENABLE EACH SCHOOL TO GRANT SCHOLARSHIPS TO WORTHY STUDENTS OF GRADUATING CLASSES.

    Expenses $524,244 · Grants $524,244

As filed on the 2023 return.

Listed in Part VII

  • Hawthorn Bank

    TRUSTEE

    Total calculated
    $87,027
    From this org
    $87,027
    From related orgs
    $0
    Other
    $0
    Hours/week
    6

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

  • CALVARY LUTHERAN HIGH SCHOOL

    $0

    FINANCIAL ASSISTANCE TO SCHOOL TO GRANT SCHOLARSHIPS

  • HELIAS CATHOLIC HIGH SCHOOL

    $0

    FINANCIAL ASSISTANCE TO SCHOOL TO GRANT SCHOLARSHIPS

  • JEFFERSON CITY HIGH SCHOOL

    $0

    FINANCIAL ASSISTANCE TO SCHOOL TO GRANT SCHOLARSHIPS

  • SIKESTON PUBLIC SCHOOLS

    $0

    FINANCIAL ASSISTANCE TO SCHOOL TO GRANT SCHOLARSHIPS

  • CAPITAL CITY HIGH SCHOOL

    $0

    FINANCIAL ASSISTANCE TO SCHOOL TO GRANT SCHOLARSHIPS

  • LIGHTHOUSE PREPARATORY ACADEMY

    $0

    FINANCIAL ASSISTANCE TO SCHOOL TO GRANT SCHOLARSHIPS

Provenance

Return type
form_990
Tax year
2023
Filed
8 February 2024
IRS schema version
2023v4.0
Source object
202440469349300519

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