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← EMMA JONES TRUST UW FOR VARIOUS

Form 990 for tax year 2024

Filed by EMMA JONES TRUST UW FOR VARIOUS.

Totals

Total revenue
$29,552
Total expenses
$24,066
Contributions and grants received
$0
Grants paid
$13,348
Program service revenue
$0
Investment income
$29,552
Other revenue
$0
Total assets, end of year
$481,708
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$481,708
Program services expenses (Part IX)
$13,348
Management and general expenses
$10,718
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 55.5% 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 $19,424 · excluded $19,424

  • 7a · Gross sales of assets other than inventory

    securities $194,828

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

    securities $184,700

  • 7c · Gain or loss

    securities $10,128

  • 7d · Net gain or loss

    total $10,128

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $13,348 · program services $13,348

  • 5 · Compensation of officers, directors and key employees

    total $10,543 · management and general $10,543

  • 24e · All other expenses

    total $175 · management and general $175

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,378 · end of year $23,556

  • 11 · Investments: publicly traded securities

    beginning of year $467,506 · end of year $458,152

  • 31 · Retained earnings, endowment or other funds

    beginning of year $475,884 · end of year $481,708

Mission and programs · 2024

Mission

THE DOCUMENT ESTABLISHING THIS TRUST RESTRICTS THE USE OF TRUST ASSETS TO NAMED TAX-EXEMPT ORGANIZATIONS.

  • DISTRIBUTION OF CASH TO THE UNIVERSITY OF TENNESSEE

    Grants $12,823

  • DISTRIBUTION OF TO FIRST METHODIST WOMEN'S SICUETTY

    Grants $225

  • ANNA PORTER PUBLIC LIBRARY AND OTHER

    Grants $300

As filed on the 2024 return.

Listed in Part VII

  • First Horizon Bank Na

    TRUSTEE

    Total calculated
    $10,543
    From this org
    $0
    From related orgs
    $0
    Other
    $10,543

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

Provenance

Return type
form_990
Tax year
2024
Filed
13 May 2025
IRS schema version
2024v5.1
Source object
202501339349302345

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