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Nonprofiteer
← EDWARD WHITTINGHAM THOMAS MEMORIAL FUND

Form 990 for tax year 2023

Filed by EDWARD WHITTINGHAM THOMAS MEMORIAL FUND.

Totals

Total revenue
$87,573
Total expenses
$105,257
Contributions and grants received
$0
Grants paid
$87,709
Program service revenue
$0
Investment income
$87,573
Other revenue
$0
Total assets, end of year
$1,614,768
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,614,768
Program services expenses (Part IX)
$87,709
Management and general expenses
$17,548
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 83.3% 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 $40,951 · excluded $40,951

  • 7a · Gross sales of assets other than inventory

    securities $201,835

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

    securities $155,213

  • 7c · Gain or loss

    securities $46,622

  • 7d · Net gain or loss

    total $46,622

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $87,709 · program services $87,709

  • 5 · Compensation of officers, directors and key employees

    total $1,250 · management and general $1,250

  • 11f · Fees: investment management

    total $15,886 · management and general $15,886

  • 11g · Fees: other

    total $412 · management and general $412

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $90,919 · end of year $60,042

  • 11 · Investments: publicly traded securities

    beginning of year $1,370,190 · end of year $1,554,726

  • 12 · Investments: other securities

    beginning of year $173,946

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,635,055 · end of year $1,614,768

Mission and programs · 2023

Mission

TO PERPETUATE THE CHARITABLE WISHES OF EDWARD W THOMAS

  • ST THOMAS EPISCOPAL CHURCH

    Grants $87,709

As filed on the 2023 return.

Listed in Part VII

  • First National Bank Of Omaha

    TRUSTEE

    Total calculated
    $0

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.

Provenance

Return type
form_990
Tax year
2023
Filed
24 April 2024
IRS schema version
2023v5.0
Source object
202441279349303004

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