Form 990 for tax year 2023
Filed by JANE FULTON RELIGIOUS & CHARITABLE TR.
Totals
- Total revenue
- $41,719
- Total expenses
- $33,668
- Contributions and grants received
- $0
- Grants paid
- $24,292
- Program service revenue
- $0
- Investment income
- $41,719
- Other revenue
- $0
- Total assets, end of year
- $934,819
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $934,819
- Program services expenses (Part IX)
- $33,668
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $33,668
Program services were 100.0% 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 $26,959 · related or exempt $26,959
-
7a · Gross sales of assets other than inventory
securities $638,399
-
7b · Less cost or other basis and sales expenses
securities $623,639
-
7c · Gain or loss
securities $14,760
-
7d · Net gain or loss
total $14,760 · related or exempt $14,760
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $24,292 · program services $24,292
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $1,761 · program services $1,761
-
11c · Fees: accounting
total $200 · program services $200
-
11d · Fees: lobbying
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: Trustee Fees
total $7,070 · program services $7,070
-
24b · Other expenses: Foreign Tax on Dividends
total $83 · program services $83
-
24c · Other expenses: Other Expenses
total $262 · program services $262
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $384 · end of year $1,839
-
2 · Savings and temporary cash investments
beginning of year $7,499
-
11 · Investments: publicly traded securities
beginning of year $851,578 · end of year $932,980
-
29 · Capital stock, trust principal or current funds
beginning of year $859,461 · end of year $934,819
Mission and programs · 2023
Mission
This testamentary religious and charitable trust is required to distribute its net income from investment each year to a Catholic Church in Paducah, KY and to 10 other Catholic related tax exempt charitable organizations
-
This testamentary religious and charitable trust is required to distribute its net income each year to a Catholic Church and to 10 other Catholic tax exempt charitiy and religious organizations. The same 11 entities receive grants and bequests each year until the entire remainder is also distributed to the same entities. During 2023 the income distribution grants totaled 24,292.00
Expenses $33,668 · Grants $24,292
As filed on the 2023 return.
Listed in Part VII
-
Regions Bank Trust Department -- Trustee
Trustee
- Total calculated
- $7,070
- From this org
- $7,070
- From related orgs
- $0
- Other
- $0
- Hours/week
- 0.5 + 2 related
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
-
St Frances deSales Catholic Church
$11,916
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 May 2024
- IRS schema version
- 2023v5.0
- Source object
- 202411309349304261
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