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← CHARITABLE TRUST IN MEMORY OF THE DESCENDENTS OF LEMA AND BEREL

Form 990 for tax year 2022

Filed by CHARITABLE TRUST IN MEMORY OF THE DESCENDENTS OF LEMA AND BEREL.

Totals

Total revenue
$195,370
Total expenses
$254,594
Contributions and grants received
$0
Grants paid
$232,000
Program service revenue
$0
Investment income
$195,370
Other revenue
$0
Total assets, end of year
$4,174,916
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,174,916
Program services expenses (Part IX)
$232,000
Management and general expenses
$22,594
Fundraising expenses
$0
Program service expenses (Part III)
$232,000

Program services were 91.1% 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.

  • 3 · Investment income

    total $92,411 · excluded $92,411

  • 7a · Gross sales of assets other than inventory

    securities $102,959

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

    securities $0

  • 7c · Gain or loss

    securities $102,959

  • 7d · Net gain or loss

    total $102,959 · excluded $102,959

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $232,000 · program services $232,000

  • 11c · Fees: accounting

    total $1,000 · management and general $1,000

  • 11f · Fees: investment management

    total $21,594 · management and general $21,594

Balance sheet

Part X, book values.

  • 12 · Investments: other securities

    beginning of year $5,310,791 · end of year $4,174,916

  • 29 · Capital stock, trust principal or current funds

    beginning of year $588,342 · end of year $588,342

  • 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 $4,722,449 · end of year $3,586,574

Mission and programs · 2022

Mission

TO SUPPORT THE JEWISH FEDERATION OF DELAWARE BY DISTRIBUTING INCOME TO ORGANIZATIONS MEETING INTERNAL REVENUE CODE SEC 509(A)(1) OR 509(A)(2) TO CARRY OUT AGRICULTURAL RESEARCH.

  • THE NET INCOME OF THIS TRUST IS TO BE DISTRIBUTED TO ORGANIZATIONS MEETING IRS CODE SECTION 509(A)(1) OR 509(A)(2) TO CARRY OUT AGRICULTURAL RESEARCH. SUCH ORGANIZATIONS WILL BE SELECTED AT THE DISCRETION OF THE JEWISH FEDERATION OF DELAWARE.

    Expenses $232,000 · Grants $232,000

As filed on the 2022 return.

Listed in Part VII

  • JEWISH FEDERATION OF DE INC

    TRUSTEE

    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
8 May 2023
IRS schema version
2022v5.0
Source object
202321289349302092

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