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← LAURA STANLEY GUNNELS CHARITABLE TRUST C/O ALVIS HOUSE

Form 990 for tax year 2023

Filed by LAURA STANLEY GUNNELS CHARITABLE TRUST C/O ALVIS HOUSE.

Totals

Total revenue
$18,003
Total expenses
$7,205
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$18,003
Other revenue
$0
Total assets, end of year
$778,754
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$778,754
Program services expenses (Part IX)
$0
Management and general expenses
$7,205
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $18,003 · excluded $18,003

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $7,205 · management and general $7,205

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $65,749 · end of year $76,547

  • 11 · Investments: publicly traded securities

    beginning of year $616,111 · end of year $702,207

  • 27 · Net assets without donor restrictions

    beginning of year $681,860 · end of year $778,754

Mission and programs · 2023

Mission

TO RECEIVE DONATIONS, INVEST ASSETS, AND PROVIDE FUNDING FOR THE BENEFIT OF ALVIS, INC. A 501(C)(3) PUBLIC CHARITY.

Activities or mission (Part I)

TO RECEIVE DONATIONS, INVEST ASSETS, AND PROVIDE FUNDNG FOR THE BENEFIT OF ALVIS, INC. A 501(C)(3) PUBLIC CHARITY.

  • TO RECEIVE DONATIONS, INVEST ASSETS, AND PROVIDE FUNDING FOR THE BENEFIT OF ALVIS, INC. A 501(C)(3) PUBLIC CHARITY.

As filed on the 2023 return.

Listed in Part VII

  • Denise M Robinson

    TRUSTEE

    Total calculated
    $470,502
    From this org
    $0
    From related orgs
    $470,502
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $333,532 related
    Bonus
    $0 + $104,591 related
    Other
    $0 + $32,379 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $470,502 related

  • Linda Janes

    TRUSTEE

    Total calculated
    $255,028
    From this org
    $0
    From related orgs
    $255,028
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $209,172 related
    Bonus
    $0
    Other
    $0 + $45,856 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $255,028 related

  • Robert Gloeckner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Connie Brown

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dave Mittelkamp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Peggy Pound

    TRUSTEE

    Total calculated
    $0
    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

  • ALVIS INC

    501 C 3 · PROVIDES RESEARCH BASED PROGRAMS AND SERVICES THAT PROMOTE HEALTHIER FAMILY · OH

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202413209349308616

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