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← MARY ANDERSON TRUST

Form 990 for tax year 2023

Filed by MARY ANDERSON TRUST.

Totals

Total revenue
$6,287,329
Total expenses
$3,207,872
Contributions and grants received
$0
Grants paid
$3,019,196
Program service revenue
$0
Investment income
$270,317
Other revenue
$6,017,012
Total assets, end of year
$58,754,345
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$58,754,345
Program services expenses (Part IX)
$3,019,196
Management and general expenses
$188,676
Fundraising expenses
$0
Program service expenses (Part III)
$3,019,196

Program services were 94.1% 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 $76,320 · excluded $76,320

  • 7a · Gross sales of assets other than inventory

    securities $1,102,156

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

    securities $908,159

  • 7c · Gain or loss

    securities $193,997

  • 7d · Net gain or loss

    total $193,997 · excluded $193,997

  • 11a · Other revenue: PARTNERSHIP INCOME

    total $6,017,007 · unrelated business -$414 · excluded $6,017,421

  • 11b · Other revenue: OTHER INCOME

    total $5 · excluded $5

  • 11e · Other revenue, total

    $6,017,012

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,019,196 · program services $3,019,196

  • 5 · Compensation of officers, directors and key employees

    total $185,259 · management and general $185,259

  • 24a · Other expenses: FOREIGN TAXES PAID

    total $3,417 · management and general $3,417

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,427,636 · end of year $304

  • 2 · Savings and temporary cash investments

    beginning of year $9,823 · end of year $14,284

  • 11 · Investments: publicly traded securities

    beginning of year $2,978,486 · end of year $2,462,165

  • 12 · Investments: other securities

    beginning of year $48,851,134 · end of year $56,277,592

  • 29 · Capital stock, trust principal or current funds

    beginning of year $47,811,751 · end of year $49,219,560

  • 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 $6,455,328 · end of year $9,534,785

Mission and programs · 2023

Mission

SEE SCHEDULE O.THE ORGANIZATION PROVIDES SUBSTANTIAL SUPPORT TO THE PEW CHARITABLE TRUSTS, A PUBLIC CHARITY DESCRIBED IN INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND 170(B)(1)(A)(VI), WHICH CONDUCTS AND FUNDS PROGRAMS DESIGNED TO IMPROVE PUBLIC POLICY, MAINTAIN PUBLIC AWARENESS OF SIGNIFICANT ISSUES AND TRENDS, AND INVIGORATE CIVIC LIFE.

  • SEE SCHEDULE O.THE ORGANIZATION PROVIDES SUBSTANTIAL SUPPORT TO THE PEW CHARITABLE TRUSTS, A PUBLIC CHARITY DESCRIBED IN INTERNAL REVENUE CODE SECTIONS 501(C)(3) AND 170(B)(1)(A)(VI), WHICH CONDUCTS AND FUNDS PROGRAMS DESIGNED TO IMPROVE PUBLIC POLICY, MAINTAIN PUBLIC AWARENESS OF SIGNIFICANT ISSUES AND TRENDS, AND INVIGORATE CIVIC LIFE.

    Expenses $3,019,196 · Grants $3,019,196

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • THE GLENMEDE TRUST CO NA

    TRUSTEE

    Total calculated
    $185,259
    From this org
    $185,259
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

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.

  • THE PEW CHARITABLE TRUSTS

    501(C)(3) · CONDUCT AND FUND PUBLIC PROGRAMS · PA

  • THE PEW MEMORIAL TRUST

    501(C)(3) · SUPPORTING ORGANIZATION · PA · controlled entity

    Directly controlled by THE PEW CHARITABLE TRUSTS

  • MABEL PEW MYRIN TRUST

    501(C)(3) · SUPPORTING ORGANIZATION · PA · controlled entity

    Directly controlled by THE PEW CHARITABLE TRUSTS

  • THE MEDICAL TRUST

    501(C)(3) · SUPPORTING ORGANIZATION · PA · controlled entity

    Directly controlled by THE PEW CHARITABLE TRUSTS

  • KNOLLBROOK TRUST

    501(C)(3) · SUPPORTING ORGANIZATION · PA · controlled entity

    Directly controlled by THE PEW CHARITABLE TRUSTS

  • JN PEW JR CHARITABLE TRUST

    501(C)(3) · SUPPORTING ORGANIZATION · PA · controlled entity

    Directly controlled by THE PEW CHARITABLE TRUSTS

  • J HOWARD PEW FREEDOM TRUST

    501(C)(3) · SUPPORTING ORGANIZATION · PA · controlled entity

    Directly controlled by THE PEW CHARITABLE TRUSTS

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202403209349301010

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