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Nonprofiteer
← ALVINA R MYERS TRUST

Form 990 for tax year 2022

Filed by ALVINA R MYERS TRUST.

Totals

Total revenue
$518,393
Total expenses
$416,204
Contributions and grants received
$0
Grants paid
$240,132
Program service revenue
$0
Investment income
$517,967
Other revenue
$426
Total assets, end of year
$14,998,921
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$14,998,921
Program services expenses (Part IX)
$268,588
Management and general expenses
$147,616
Fundraising expenses
$0
Program service expenses (Part III)
$268,588

Program services were 64.5% 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 $407,738 · excluded $407,738

  • 7a · Gross sales of assets other than inventory

    securities $1,595,669

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

    securities $1,485,440

  • 7c · Gain or loss

    securities $110,229

  • 7d · Net gain or loss

    total $110,229 · excluded $110,229

  • 11a · Other revenue: Hatteras K-1 Income

    total $426 · excluded $426

  • 11e · Other revenue, total

    $426

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $240,132 · program services $240,132

  • 5 · Compensation of officers, directors and key employees

    total $142,278 · program services $28,456 · management and general $113,822

  • 11b · Fees: legal

    total $4,710 · management and general $4,710

  • 11f · Fees: investment management

    total $15,354 · management and general $15,354

  • 24a · Other expenses: FOREIGN TAXES

    total $8,453 · management and general $8,453

  • 24b · Other expenses: ADR SERVICE FEES

    total $4,400 · management and general $4,400

  • 24c · Other expenses: HATTERAS K-1 EXPENSES

    total $877 · management and general $877

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,123,979 · end of year $1,178,235

  • 11 · Investments: publicly traded securities

    beginning of year $14,236,500 · end of year $13,820,686

  • 31 · Retained earnings, endowment or other funds

    beginning of year $15,360,479 · end of year $14,998,921

Mission and programs · 2022

Mission

TO PROVIDE FINANCIAL SUPPORT OF AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW

  • TO PROVIDE FINANCIAL SUPPPORT OF THE AMERICAN UNIVERSITY WASHINGTON COLLEGE OF LAW

    Expenses $268,588 · Grants $240,132

As filed on the 2022 return.

Listed in Part VII

  • PNC BANK NA

    TRUSTEE

    Total calculated
    $142,278
    From this org
    $142,278
    From related orgs
    $0
    Other
    $0
    Hours/week
    26

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
17 October 2023
IRS schema version
2022v5.0
Source object
202322969349300827

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