Skip to content
Nonprofiteer
← SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE

Form 990 for tax year 2023

Filed by SUSAN TODD HORTON CLASS OF 1910 TRUST FBO WELLESLEY COLLEGE.

Totals

Total revenue
$150,726
Total expenses
$98,649
Contributions and grants received
$0
Grants paid
$50,000
Program service revenue
$0
Investment income
$150,726
Other revenue
$0
Total assets, end of year
$2,682,054
Total liabilities, end of year
$1,388,080
Net assets or fund balances, end of year
$1,293,974
Program services expenses (Part IX)
$50,000
Management and general expenses
$48,649
Fundraising expenses
$0
Program service expenses (Part III)
$50,000

Program services were 50.7% 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.

  • 3 · Investment income

    total $20,629 · unrelated business $6,228 · excluded $14,401

  • 7a · Gross sales of assets other than inventory

    securities $913,036

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

    securities $782,939

  • 7c · Gain or loss

    securities $130,097

  • 7d · Net gain or loss

    total $130,097 · unrelated business $36,484 · excluded $93,613

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 11c · Fees: accounting

    total $2,550 · management and general $2,550

  • 20 · Interest

    total $43,374 · management and general $43,374

  • 24a · Other expenses: SHORT SALE FEES

    total $13,372 · management and general $13,372

  • 24b · Other expenses: FOREIGN TAXES

    total $749 · management and general $749

  • 24c · Other expenses: FEDERAL TAXES

    total -$11,396 · management and general -$11,396

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $578,087 · end of year $543,029

  • 11 · Investments: publicly traded securities

    beginning of year $1,641,327 · end of year $1,835,925

  • 12 · Investments: other securities

    beginning of year $481,038 · end of year $303,100

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,116,293 · end of year $1,388,080

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 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 $1,584,159 · end of year $1,293,974

Mission and programs · 2023

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE FUNDING TO WELLESLEY COLLEGE FOR SCHOLARSHIPS AND OTHER EDUCATIONAL-RELATED PROGRAMS BENEFITTING WELLESLEY STUDENTS.

  • GRANT TO WELLESLEY COLLEGE FOR SCHOLARSHIPS THROUGH THE WELLESLEY FUND SCHOLARSHIP PROGRAM

    Expenses $50,000 · Grants $50,000

As filed on the 2023 return.

Listed in Part VII

  • JOHN B LOEHMANN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • KENNETH G BARTELS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • DEBRA D DEVAUGHN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • MELISSA S FLETCHER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

  • MARISA L JAFFE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

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

  • WELLESLEY COLLEGE

    $50,000

    TO FUND SCHOLARSHIPS THROUGH THE WELLESLEY FUND SCHOLARSHIPS PROGRAM

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • NA

    MA

Provenance

Return type
form_990
Tax year
2023
Filed
1 October 2024
IRS schema version
2023v5.1
Source object
202432759349301228

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

The source document this was parsed from is served over the API, which is where bulk and document access live.