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Nonprofiteer
← WARREN P POWERS CHARITABLE FOUNDATION TR UA

Form 990 for tax year 2024

Filed by WARREN P POWERS CHARITABLE FOUNDATION TR UA.

Totals

Total revenue
$262,271
Total expenses
$357,792
Contributions and grants received
$37,000
Grants paid
$228,000
Program service revenue
$0
Investment income
$225,271
Other revenue
$0
Total assets, end of year
$2,776,716
Total liabilities, end of year
$1,909
Net assets or fund balances, end of year
$2,774,807
Program services expenses (Part IX)
$228,000
Management and general expenses
$129,792
Fundraising expenses
$0
Program service expenses (Part III)
$228,000

Program services were 63.7% 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.

  • 1f · All other contributions, gifts and grants

    $37,000

  • 3 · Investment income

    total $68,434 · related or exempt $68,434

  • 7a · Gross sales of assets other than inventory

    securities $753,185 · other assets $17,462

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

    securities $613,810 · other assets $0

  • 7c · Gain or loss

    securities $139,375 · other assets $17,462

  • 7d · Net gain or loss

    total $156,837 · related or exempt $156,837

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $228,000 · program services $228,000

  • 5 · Compensation of officers, directors and key employees

    total $60,000 · management and general $60,000

  • 8 · Pension plan contributions

    total $37,000 · management and general $37,000

  • 10 · Payroll taxes

    total $4,590 · management and general $4,590

  • 11c · Fees: accounting

    total $2,800 · management and general $2,800

  • 11f · Fees: investment management

    total $22,227 · management and general $22,227

  • 17 · Travel

    total $1,254 · management and general $1,254

  • 20 · Interest

    total $52 · management and general $52

  • 24a · Other expenses: FOREIGN TAX

    total $1,331 · management and general $1,331

  • 24b · Other expenses: DUES & SUBSCRIPTIONS

    total $538 · management and general $538

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year -$1

  • 2 · Savings and temporary cash investments

    beginning of year $66,811 · end of year $124,767

  • 11 · Investments: publicly traded securities

    beginning of year $2,693,232 · end of year $2,651,950

  • 17 · Accounts payable and accrued expenses

    beginning of year $915 · end of year $1,909

  • 29 · Capital stock, trust principal or current funds

    beginning of year $5,660,005 · end of year $5,660,005

  • 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 -$2,900,877 · end of year -$2,885,198

Mission and programs · 2024

Mission

SEE SCHEDULE O

  • DIRECT CHARITABLE GRANTS PAID OUT

    Expenses $228,000 · Grants $228,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Nancy Powers

    EXECUTIVE DIRECTOR

    Total calculated
    $60,000
    From this org
    $60,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0 + 20 related

  • Father James Boddie

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Bill Beitz

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • John Caven

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Patrick D Powers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Thomas J Powers

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Deacon George Good

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Jane A Collins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 related

  • Mollie A O'Neil

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0 + 1 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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
12 August 2025
IRS schema version
2024v5.2
Source object
202502319349300800

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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