Skip to content
Nonprofiteer
← MONROE COUNTY HISTORICAL ASSOCIATION ENDOWMENT 005783

Form 990 for tax year 2023

Filed by MONROE COUNTY HISTORICAL ASSOCIATION ENDOWMENT 005783.

Totals

Total revenue
$34,054
Total expenses
$71,717
Contributions and grants received
$0
Grants paid
$56,363
Program service revenue
$0
Investment income
$34,054
Other revenue
$0
Total assets, end of year
$1,214,857
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,214,857
Program services expenses (Part IX)
$56,750
Management and general expenses
$14,967
Fundraising expenses
$0
Program service expenses (Part III)
$71,717

Program services were 79.1% 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 $35,857 · excluded $35,857

  • 7a · Gross sales of assets other than inventory

    securities $304,508

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

    securities $306,311

  • 7c · Gain or loss

    securities -$1,803

  • 7d · Net gain or loss

    total -$1,803

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $56,363 · program services $56,363

  • 5 · Compensation of officers, directors and key employees

    total $7,634 · management and general $7,634

  • 11c · Fees: accounting

    total $2,240 · management and general $2,240

  • 11f · Fees: investment management

    total $5,089 · management and general $5,089

  • 11g · Fees: other

    total $391 · program services $387 · management and general $4

  • 24a · Other expenses: TAX PREPARATION FEES

  • 24b · Other expenses: EXCISE TAXES PAID

  • 24c · Other expenses: PA FORM BCO-10 FILING FEE

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $23,412 · end of year $44,635

  • 11 · Investments: publicly traded securities

    beginning of year $1,229,884 · end of year $1,170,222

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,253,296 · end of year $1,214,857

Mission and programs · 2023

Mission

ENDOWMENT FUND ESTABLISHED TO PROVIDE FUNDS TO THE MONROE COUNTY HISTORICAL ASSOCIATION LOCATED IN STROUDSBURG, PA.

  • PROVIDE OPERATING FUNDS FOR PAYMENT OF PROFESSIONAL STAFF AND FOR CAPITAL IMPROVEMENTS OF THE MONROE COUNTY HISTORICAL ASSOCIATION.

    Expenses $71,717 · Grants $56,363

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

Listed in Part VII

  • Jeffrey L Wright

    CO TRUSTEE

    Total calculated
    $0

  • Patricia J Saylor

    CO TRUSTEE

    Total calculated
    $0

  • Essa Bank & Trust

    CO TRUSTEE

    Total calculated
    $12,723
    From this org
    $12,723
    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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
11 April 2024
IRS schema version
2023v5.0
Source object
202421039349301662

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

The source document this was parsed from is served over the API, which is where bulk and document access live.