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Nonprofiteer
← EARL WAKEFIELD IRREVOCABLE CHARITABLE TRUST

Form 990 for tax year 2023

Filed by EARL WAKEFIELD IRREVOCABLE CHARITABLE TRUST.

Totals

Total revenue
$23,185
Total expenses
$48,333
Contributions and grants received
$0
Grants paid
$35,000
Program service revenue
$0
Investment income
$22,497
Other revenue
$688
Total assets, end of year
$560,867
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$560,867
Program services expenses (Part IX)
$35,000
Management and general expenses
$13,333
Fundraising expenses
$0
Program service expenses (Part III)
$35,000

Program services were 72.4% 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 $17,972 · excluded $17,972

  • 7a · Gross sales of assets other than inventory

    securities $53,318

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

    securities $48,793

  • 7c · Gain or loss

    securities $4,525

  • 7d · Net gain or loss

    total $4,525 · excluded $4,525

  • 11d · All other revenue

    total $688 · excluded $688

  • 11e · Other revenue, total

    $688

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $35,000 · program services $35,000

  • 5 · Compensation of officers, directors and key employees

    total $13,333 · management and general $13,333

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $26,126 · end of year $6,006

  • 11 · Investments: publicly traded securities

    beginning of year $559,890 · end of year $554,861

  • 31 · Retained earnings, endowment or other funds

    beginning of year $586,016 · end of year $560,867

Mission and programs · 2023

Mission

SUPPORT AND FURTHER THE WORK OF THE H L SNYDER MEDICAL RESEARCH INSTITUTE

  • QUARTERLY DISTRIBUTIONS OF $8750 TO HL SNYDER MEDICAL FOUNDATION C/O TOYA LANEY, 1407 WHEAT RD, WINFIELD, KS 67156

    Expenses $35,000 · Grants $35,000

As filed on the 2023 return.

Listed in Part VII

  • Commerce Trust

    TRUSTEE

    Total calculated
    $13,333
    From this org
    $13,333
    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

Provenance

Return type
form_990
Tax year
2023
Filed
3 February 2025
IRS schema version
2023v6.0
Source object
202510349349301866

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