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Nonprofiteer
← CARLETON TRUST DD 050983

Form 990 for tax year 2022

Filed by CARLETON TRUST DD 050983.

Totals

Total revenue
$538,439
Total expenses
$1,217,407
Contributions and grants received
$0
Grants paid
$998,411
Program service revenue
$0
Investment income
$538,439
Other revenue
$0
Total assets, end of year
$24,176,065
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$24,176,065
Program services expenses (Part IX)
$1,057,405
Management and general expenses
$160,002
Fundraising expenses
$0
Program service expenses (Part III)
$1,057,405

Program services were 86.9% 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 $528,298 · excluded $528,298

  • 7a · Gross sales of assets other than inventory

    securities $8,839,390

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

    securities $8,829,249

  • 7c · Gain or loss

    securities $10,141

  • 7d · Net gain or loss

    total $10,141 · excluded $10,141

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $998,411 · program services $998,411

  • 5 · Compensation of officers, directors and key employees

    total $208,014 · program services $58,244 · management and general $149,770

  • 11g · Fees: other

    total $750 · program services $750

  • 24a · Other expenses: FOREIGN TAXES

    total $3,445 · management and general $3,445

  • 24b · Other expenses: FOREING TAXES ON Q DIVS

    total $6,260 · management and general $6,260

  • 24c · Other expenses: FOREIGN TAXES ON NQ DIVS

    total $527 · management and general $527

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $50,804 · end of year $52,948

  • 2 · Savings and temporary cash investments

    beginning of year $153,026 · end of year $822,496

  • 11 · Investments: publicly traded securities

    beginning of year $24,646,944 · end of year $23,300,621

  • 29 · Capital stock, trust principal or current funds

    beginning of year $24,850,774 · end of year $24,176,065

Mission and programs · 2022

Mission

FOR THE CONTINUING MAINTENANCE OF THE ROBERT A CARLETON STRENGTH OF MATERIALS LABORATORY AT COLUMBIA UNIVERSITY.

  • The Carleton Laboratory relied on the allocation from these funds, not only for staffing and research support, but also for ongoing improvement and modernization of the Laboratory facilities in conjunction with income from a number of applied testing projects. In parallel to efforts of the School of Engineering, the Laboratory has placed particular focus on improving its aging core infrastructure, where significant progress has been made. Projects included the continued upgrade of the loading dock, the upgrade and replacement of electrical feeders throughout the Laboratory, upgrade of various laboratory utilities, and other components of the built environment. Investments have also been made to improve the teaching experience of numerous undergraduate and graduate courses with the purchase of a new civil engineering scale laser cutter.

    Expenses $1,057,405 · Grants $998,411

As filed on the 2022 return.

Listed in Part VII

  • Jp Morgan Chase Bank Na

    TRUSTEE

    Total calculated
    $208,014
    From this org
    $208,014
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

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
19 December 2023
IRS schema version
2022v5.0
Source object
202420169349303017

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