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Nonprofiteer
← JOHN H BURKHART JR CHARITABLE TRUST UW

Form 990 for tax year 2023

Filed by JOHN H BURKHART JR CHARITABLE TRUST UW.

Totals

Total revenue
$61,040
Total expenses
$64,805
Contributions and grants received
$0
Grants paid
$57,586
Program service revenue
$0
Investment income
$61,040
Other revenue
$0
Total assets, end of year
$1,317,894
Total liabilities, end of year
$25,832
Net assets or fund balances, end of year
$1,292,062
Program services expenses (Part IX)
$57,586
Management and general expenses
$7,219
Fundraising expenses
$0
Program service expenses (Part III)
$64,805

Program services were 88.9% 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 $33,918 · excluded $33,918

  • 7a · Gross sales of assets other than inventory

    securities $59,543

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

    securities $32,421

  • 7c · Gain or loss

    securities $27,122

  • 7d · Net gain or loss

    total $27,122

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $57,586 · program services $57,586

  • 5 · Compensation of officers, directors and key employees

    total $6,659 · management and general $6,659

  • 11c · Fees: accounting

    total $462 · management and general $462

  • 11g · Fees: other

    total $98 · management and general $98

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $7,194

  • 11 · Investments: publicly traded securities

    beginning of year $1,295,827 · end of year $1,310,700

  • 17 · Accounts payable and accrued expenses

    end of year $25,832

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,295,827 · end of year $1,292,062

Mission and programs · 2023

Mission

"The mission for this Charitable Trust is to continue to distribute the net income to the 4 Charitable Organizations as listed in the legal document. These 4 organizations are: Perkiomen School of Pennsburg PA, Rouse Estate in Youngsville PA, Kingdom Hall of Jehovah's Witnesses-Grandview, and Hamot Heart Institute- Hamot Hospital of Erie PA."

  • Distribute the net income to 4 charities as listed in the legal document,

    Expenses $64,805 · Grants $57,586 · Revenue $61,040

As filed on the 2023 return.

Listed in Part VII

  • Hamlin Bank & Trust Company

    Trustee

    Total calculated
    $6,659
    From this org
    $6,659
    From related orgs
    $0
    Other
    $0

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

Provenance

Return type
form_990
Tax year
2023
Filed
10 May 2024
IRS schema version
2023v5.0
Source object
202431349349303078

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