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← H A AND EDNA BENNING CHARITABLE ENDOWMENT FUND

Form 990 for tax year 2022

Filed by H A AND EDNA BENNING CHARITABLE ENDOWMENT FUND.

Totals

Total revenue
-$259,918
Total expenses
$1,834,013
Contributions and grants received
$0
Grants paid
$1,566,269
Program service revenue
$0
Investment income
-$259,918
Other revenue
$0
Total assets, end of year
$28,651,355
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$28,651,355
Program services expenses (Part IX)
$1,566,269
Management and general expenses
$267,744
Fundraising expenses
$0
Program service expenses (Part III)
$1,566,269

Program services were 85.4% 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 $756,171 · excluded $756,171

  • 7a · Gross sales of assets other than inventory

    securities $25,774,882

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

    securities $26,790,971

  • 7c · Gain or loss

    securities -$1,016,089

  • 7d · Net gain or loss

    total -$1,016,089 · excluded -$1,016,089

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,566,269 · program services $1,566,269

  • 5 · Compensation of officers, directors and key employees

    total $196,525 · management and general $196,525

  • 11f · Fees: investment management

    total $49,689 · management and general $49,689

  • 11g · Fees: other

    total $361 · management and general $361

  • 24e · All other expenses

    total $21,169 · management and general $21,169

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $3,648,717 · end of year $420,714

  • 11 · Investments: publicly traded securities

    beginning of year $25,334,374 · end of year $28,230,641

  • 31 · Retained earnings, endowment or other funds

    beginning of year $28,983,091 · end of year $28,651,355

Mission and programs · 2022

Mission

THIS ORGANIZATION PROVIDES FELLOWSHIP GRANTS TO THE UNIVERSITY OF UTAH SCHOOL OF MEDICINE

  • THIS ORGANIZATION PROVIDES FELLOWSHIP GRANTS TO THE UNIVERSITY OF UTAH SCHOOL OF MEDICINE

    Expenses $1,566,269 · Grants $1,566,269

As filed on the 2022 return.

Listed in Part VII

  • ZIONS BANCORPORATION

    TRUSTEE

    Total calculated
    $196,525
    From this org
    $196,525
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

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.

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
8 November 2023
IRS schema version
2022v5.0
Source object
202323129349304947

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

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