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← MARIAN MULLIN HANCOCK CHARITABLE TR 031893

Form 990 for tax year 2024

Filed by MARIAN MULLIN HANCOCK CHARITABLE TR 031893.

Totals

Total revenue
$1,657,941
Total expenses
$711,189
Contributions and grants received
$0
Grants paid
$520,642
Program service revenue
$0
Investment income
$1,701,037
Other revenue
-$43,096
Total assets, end of year
$9,998,872
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,998,872
Program services expenses (Part IX)
$579,909
Management and general expenses
$131,280
Fundraising expenses
$0
Program service expenses (Part III)
$579,909

Program services were 81.5% 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 $348,149 · excluded $348,149

  • 7a · Gross sales of assets other than inventory

    securities $4,519,534

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

    securities $3,166,646

  • 7c · Gain or loss

    securities $1,352,888

  • 7d · Net gain or loss

    total $1,352,888 · excluded $1,352,888

  • 11a · Other revenue: PARTNERSHIP INCOME

    total -$44,278 · unrelated business $1,389 · excluded -$45,667

  • 11b · Other revenue: OTHER INCOME

    total $303 · excluded $303

  • 11c · Other revenue: FEDERAL TAX REFUND 990T

    total $879 · excluded $879

  • 11e · Other revenue, total

    -$43,096

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $520,642 · program services $520,642

  • 5 · Compensation of officers, directors and key employees

    total $181,033 · program services $59,267 · management and general $121,766

  • 11c · Fees: accounting

    total $2,500 · management and general $2,500

  • 11f · Fees: investment management

    total $0 · management and general $0

  • 11g · Fees: other

    total $0 · management and general $0

  • 23 · Insurance

    total $2,116 · management and general $2,116

  • 24a · Other expenses: STATE FILING FEE

    total $15 · management and general $15

  • 24b · Other expenses: FOREIGN TAXES

    total $4,547 · management and general $4,547

  • 24c · Other expenses: CLASS ACTION FILING FEES

    total $50 · management and general $50

  • 24d · Other expenses: FEDERAL TAX PAYMENTS

    total $286 · management and general $286

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $159,695 · end of year $84,345

  • 11 · Investments: publicly traded securities

    beginning of year $8,800,001 · end of year $9,914,527

  • 15 · Other assets

    beginning of year $56,697

  • 29 · Capital stock, trust principal or current funds

    beginning of year $9,016,393 · end of year $9,998,872

Mission and programs · 2024

Mission

TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I

  • GRANT PAID TO SUPPORTED ORGANIZATION - MARIAN MEDICAL CENTER

    Expenses $289,955 · Grants $260,321

  • GRANT PAID TO SUPPORTED ORGANIZATION - SISTERS OF ST. FRANCIS

    Expenses $144,977 · Grants $130,160

  • GRANT PAID TO SUPPORTED ORGANIZATION - ALLAN HANCOCK COLLEGE

    Expenses $115,981 · Grants $104,128

  • Expenses $28,996 · Grants $26,033

As filed on the 2024 return.

Listed in Part VII

  • John Gherini

    CO-TRUSTEE

    Total calculated
    $90,664
    From this org
    $90,664
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

  • Northern Trust N A

    CO-TRUSTEE

    Total calculated
    $90,389
    From this org
    $90,389
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

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
16 October 2025
IRS schema version
2024v5.2
Source object
202503099349301135

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