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← ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR

Form 990 for tax year 2023

Filed by ELIZABETH F BRIGHAM TRUST UW RICHARD A SPINDLER TR.

Totals

Total revenue
$198,500
Total expenses
$245,567
Contributions and grants received
$0
Grants paid
$199,925
Program service revenue
$0
Investment income
$198,500
Other revenue
$0
Total assets, end of year
$3,313,814
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,313,814
Program services expenses (Part IX)
$199,925
Management and general expenses
$45,642
Fundraising expenses
$0
Program service expenses (Part III)
$199,925

Program services were 81.4% 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 $106,579 · excluded $106,579

  • 7a · Gross sales of assets other than inventory

    securities $764,934

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

    securities $673,013

  • 7c · Gain or loss

    securities $91,921

  • 7d · Net gain or loss

    total $91,921 · excluded $91,921

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $199,925 · program services $199,925

  • 5 · Compensation of officers, directors and key employees

    total $34,535 · management and general $34,535

  • 11b · Fees: legal

    total $5,685 · management and general $5,685

  • 11c · Fees: accounting

    total $3,200 · management and general $3,200

  • 24a · Other expenses: FOREIGN TAXES

    total $1,529 · management and general $1,529

  • 24b · Other expenses: ADR INVESTMENT EXPENSE

    total $358 · management and general $358

  • 24c · Other expenses: BANK CUSTODY FEES

    total $300 · management and general $300

  • 24d · Other expenses: MASS FORM PC FILING FEE

    total $35 · management and general $35

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $104,422 · end of year $123,715

  • 11 · Investments: publicly traded securities

    beginning of year $3,261,234 · end of year $3,190,099

  • 29 · Capital stock, trust principal or current funds

    beginning of year $3,365,657 · end of year $3,313,814

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

TO PROVIDE MONETARY SUPPORT TO BRIGHAM & WOMEN'S HOSPITAL, BOSTON, MA.

  • PURSUANT TO PROBATE COURT JUDGEMENT DTD 8/22/01, PAYMENTS SHALL BE MADE ONLY TO BRIGHAM & WOMEN'S HOSPITAL, BOSTON, AND SHALL BE NO LESS THAN THE NET INCOME OF THE TRUST AND NO MORE THAN 5% OF AVERAGE FMV OF THE TRUST'S ASSETS ON 12/31 FOR THE THREE PRIOR YEARS.

    Expenses $199,925 · Grants $199,925

As filed on the 2023 return.

Listed in Part VII

  • Gregory L Gullickson See Note

    PART-TIME TRUSTEE

    Total calculated
    $15,414
    From this org
    $0
    From related orgs
    $0
    Other
    $15,414
    Hours/week
    1

  • Stanley F Schlozman

    PART-TIME TRUSTEE

    Total calculated
    $3,708
    From this org
    $3,708
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.2

  • Zachary A Bourque See Note

    PART-TIME TRUSTEE

    Total calculated
    $15,413
    From this org
    $0
    From related orgs
    $0
    Other
    $15,413
    Hours/week
    1

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
2023
Filed
29 August 2024
IRS schema version
2023v5.1
Source object
202422429349300112

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