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← HAROLD N & THELMA LENKER CHARITABLE INCOME TRUST

Form 990 for tax year 2022

Filed by HAROLD N & THELMA LENKER CHARITABLE INCOME TRUST.

Totals

Total revenue
$186,259
Total expenses
$247,568
Contributions and grants received
$0
Grants paid
$207,406
Program service revenue
$0
Investment income
$186,259
Other revenue
$0
Total assets, end of year
$3,806,739
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,806,739
Program services expenses (Part IX)
$207,406
Management and general expenses
$40,162
Fundraising expenses
$0
Program service expenses (Part III)
$207,406

Program services were 83.8% 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 $101,172 · excluded $101,172

  • 7a · Gross sales of assets other than inventory

    securities $617,704 · other assets $31,588

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

    securities $564,205

  • 7c · Gain or loss

    securities $53,499 · other assets $31,588

  • 7d · Net gain or loss

    total $85,087 · related or exempt $85,087

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $207,406 · program services $207,406

  • 5 · Compensation of officers, directors and key employees

    total $39,647 · management and general $39,647

  • 11c · Fees: accounting

    total $515 · management and general $515

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $539 · end of year $1,948

  • 2 · Savings and temporary cash investments

    beginning of year $364,683 · end of year $79,734

  • 11 · Investments: publicly traded securities

    beginning of year $3,502,826 · end of year $3,725,057

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,868,048 · end of year $3,806,739

Mission and programs · 2022

Mission

TO PROVIDE SUPPORT FOR CHARITABLE ORGANIZATIONS SPECIFIED UNDER WILL

  • PROVIDE SUPPORT FOR CHARITABLE ORGANIZATIONS SPECIFIED UNDER WILL.

    Expenses $207,406 · Grants $207,406

As filed on the 2022 return.

Listed in Part VII

  • Mid Penn Bank

    TRUSTEE

    Total calculated
    $39,647
    From this org
    $39,647
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

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
2022
Filed
6 May 2023
IRS schema version
2022v5.0
Source object
202301299349302880

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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