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Nonprofiteer
← EMMA FREEMAN TRUST 2114

Form 990 for tax year 2022

Filed by EMMA FREEMAN TRUST 2114.

Totals

Total revenue
$311,612
Total expenses
$265,894
Contributions and grants received
$0
Grants paid
$194,810
Program service revenue
$0
Investment income
$311,612
Other revenue
$0
Total assets, end of year
$7,333,900
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,333,900
Program services expenses (Part IX)
$230,352
Management and general expenses
$35,542
Fundraising expenses
$0
Program service expenses (Part III)
$194,810

Program services were 86.6% 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 $236,061 · excluded $236,061

  • 7a · Gross sales of assets other than inventory

    securities $1,979,738

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

    securities $1,904,187

  • 7c · Gain or loss

    securities $75,551

  • 7d · Net gain or loss

    total $75,551 · excluded $75,551

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $194,810 · program services $194,810

  • 5 · Compensation of officers, directors and key employees

    total $67,934 · program services $33,967 · management and general $33,967

  • 11c · Fees: accounting

    total $3,150 · program services $1,575 · management and general $1,575

  • 24a · Other expenses: FOREIGN TAXES

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $122,354 · end of year $369,927

  • 11 · Investments: publicly traded securities

    beginning of year $7,165,828 · end of year $6,963,973

  • 31 · Retained earnings, endowment or other funds

    beginning of year $7,288,182 · end of year $7,333,900

Mission and programs · 2022

Mission

THE PRIMARY PURPOSE OF THE EMMA FREEMENT TRUST IS TO ASSIST THE RELIGIOUS AND CHARITABLE BENEFICIARY ORGANIZATIONS. EACH OF THESE RELIGIOUS AND CHARITABLE ORGANIZATIONS IS ORGANZIED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES AND ALL CONTRIBUTIONS SHALL BE USED ONLY IN THE STATE OF TEXAS.

  • AMERICAN CANCER SOCIETY

    Expenses $13,915 · Grants $13,915

  • AMERICAN HEART ASSOCIATION

    Expenses $13,915 · Grants $13,915

  • THE SALVATION ARMY

    Expenses $13,915 · Grants $13,915

  • Expenses $153,065 · Grants $153,065

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • FROST BANK

    TRUSTEE

    Total calculated
    $67,934
    From this org
    $67,934
    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

The 10 largest by cash amount. The API serves every itemized grant.

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
27 December 2023
IRS schema version
2022v5.0
Source object
202430339349300938

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

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