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← MARGARET M LICHTY CHARITABLE TRUST 1519159178

Form 990 for tax year 2022

Filed by MARGARET M LICHTY CHARITABLE TRUST 1519159178.

Totals

Total revenue
$42,341
Total expenses
$41,379
Contributions and grants received
$0
Grants paid
$33,343
Program service revenue
$0
Investment income
$24,341
Other revenue
$18,000
Total assets, end of year
$716,548
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$716,548
Program services expenses (Part IX)
$37,856
Management and general expenses
$3,523
Fundraising expenses
$0
Program service expenses (Part III)
$37,856

Program services were 91.5% 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 $16,244 · excluded $16,244

  • 7a · Gross sales of assets other than inventory

    other assets $8,097

  • 7c · Gain or loss

    other assets $8,097

  • 7d · Net gain or loss

    total $8,097 · excluded $8,097

  • 11a · Other revenue: REPAYMENT OF FUNDS DISBURSED

    total $18,000 · excluded $18,000

  • 11e · Other revenue, total

    $18,000

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $33,343 · program services $33,343

  • 5 · Compensation of officers, directors and key employees

    total $7,046 · program services $3,523 · management and general $3,523

  • 11c · Fees: accounting

    total $990 · program services $990

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $85,708 · end of year $210,590

  • 11 · Investments: publicly traded securities

    beginning of year $616,554 · end of year $505,958

  • 15 · Other assets

    beginning of year $25

  • 27 · Net assets without donor restrictions

    beginning of year $702,287 · end of year $716,548

Mission and programs · 2022

Mission

TO PROVIDE FOR THE CEMETERY'S CARE AND UPKEEP.

  • PROVISION OF CEMETERY'S CARE AND UPKEEP.

    Expenses $37,856 · Grants $33,343

As filed on the 2022 return.

Listed in Part VII

  • Mid Penn Bank Trust Dept

    TRUSTEE

    Total calculated
    $7,046
    From this org
    $7,046
    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

    $33,343

    CEMETERY UPKEEP

Provenance

Return type
form_990
Tax year
2022
Filed
17 July 2023
IRS schema version
2022v5.0
Source object
202311989349300046

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