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Nonprofiteer
← PLUMSOCK FUND INC

Form 990 for tax year 2024

Filed by PLUMSOCK FUND INC.

Totals

Total revenue
$480,901
Total expenses
$509,609
Contributions and grants received
$0
Grants paid
$470,852
Program service revenue
$0
Investment income
$480,901
Other revenue
$0
Total assets, end of year
$7,684,186
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,684,186
Program services expenses (Part IX)
$470,852
Management and general expenses
$38,757
Fundraising expenses
$0
Program service expenses (Part III)
$470,852

Program services were 92.4% 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 $301,843 · excluded $301,843

  • 7a · Gross sales of assets other than inventory

    securities $1,494,274

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

    securities $1,315,216

  • 7c · Gain or loss

    securities $179,058

  • 7d · Net gain or loss

    total $179,058 · excluded $179,058

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $470,852 · program services $470,852

  • 11c · Fees: accounting

    total $4,500 · management and general $4,500

  • 11f · Fees: investment management

    total $34,166 · management and general $34,166

  • 24a · Other expenses: FILING FEES

    total $57 · management and general $57

  • 24b · Other expenses: FOREIGN TAXES PAID

    total $34 · management and general $34

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $172,242 · end of year $80,014

  • 11 · Investments: publicly traded securities

    beginning of year $7,540,652 · end of year $7,601,172

  • 15 · Other assets

    beginning of year $0 · end of year $3,000

  • 27 · Net assets without donor restrictions

    beginning of year $7,712,894 · end of year $7,684,186

Mission and programs · 2024

Mission

AS REQUIRED BY THE GOVERNING INSTRUMENT, THIS FUND PROVIDES SUPPORT TO THE MAYA EDUCATIONAL FOUNDATION. THE PURPOSE IS TO SUPPORT THE EDUCATIONAL AND PROFESSIONAL ADVANCEMENT OF THE MAYAN PEOPLE AND THE MAYAN REGION THROUGH EDUCATIONAL PROGRAMS THAT FOSTER STUDY AND PRESERVATION OF THEIR CULTURES.

  • AS REQUIRED BY THE GOVERNING INSTRUMENT, THIS FUND PROVIDES SUPPORT TO THE MAYA EDUCATIONAL FOUNDATION THROUGH PERIODIC DISTRIBUTION OF ITS INCOME TO THE FOUNDATION.

    Expenses $470,852 · Grants $470,852

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Christopher Lutz

    PRESIDENT & DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Pam Solo

    TREASURER/SECRETARY/DIRECT

    Total calculated
    $0
    Hours/week
    5

  • Todd Little-Siebold

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Carol Hendrickson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

  • Abigail Adams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    5

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
2024
Filed
12 February 2026
IRS schema version
2024v5.5
Source object
202620559349301922

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