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Nonprofiteer
← FRED LAMKE MEMORIAL FUND FBO MIAMI UNIVERSITY

Form 990 for tax year 2022

Filed by FRED LAMKE MEMORIAL FUND FBO MIAMI UNIVERSITY.

Totals

Total revenue
$15,669
Total expenses
$2,552
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$15,669
Other revenue
$0
Total assets, end of year
$425,650
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$425,650
Program services expenses (Part IX)
$225
Management and general expenses
$2,327
Fundraising expenses
$0
Program service expenses (Part III)
$225

Program services were 8.8% 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 $4,069 · excluded $4,069

  • 7a · Gross sales of assets other than inventory

    securities $29,909

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

    securities $18,309

  • 7c · Gain or loss

    securities $11,600

  • 7d · Net gain or loss

    total $11,600 · excluded $11,600

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $2,027 · program services $0 · management and general $2,027

  • 11c · Fees: accounting

    total $425 · program services $225 · management and general $200

  • 24a · Other expenses: OAG ANNUAL FILING FEE

    total $100 · management and general $100

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,700 · end of year $32,629

  • 11 · Investments: publicly traded securities

    beginning of year $409,077 · end of year $393,021

  • 27 · Net assets without donor restrictions

    beginning of year $412,777 · end of year $425,650

Mission and programs · 2022

Mission

Scholarships/Miami University

  • This trust was established by the will. Miami University administers the scholarship program to attract needy rural students to their institution.

    Expenses $225

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

Listed in Part VII

  • Peoples Bank

    Trustee

    Total calculated
    $2,027
    From this org
    $2,027
    From related orgs
    $0
    Other
    $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.

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
20 October 2023
IRS schema version
2022v5.0
Source object
202312939349301536

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