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Nonprofiteer
← PADUA FRANCISCAN HIGH SCHOOL ENDOWMENT TRUST

Form 990 for tax year 2022

Filed by PADUA FRANCISCAN HIGH SCHOOL ENDOWMENT TRUST.

Totals

Total revenue
$446,438
Total expenses
$224,156
Contributions and grants received
$265,346
Grants paid
$165,000
Program service revenue
$0
Investment income
$181,092
Other revenue
$0
Total assets, end of year
$4,699,846
Total liabilities, end of year
$8,300
Net assets or fund balances, end of year
$4,691,546
Program services expenses (Part IX)
$165,000
Management and general expenses
$59,156
Fundraising expenses
$0
Program service expenses (Part III)
$165,000

Program services were 73.6% 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.

  • 1f · All other contributions, gifts and grants

    $265,346

  • 1g · Noncash contributions included above

    $5,013

  • 3 · Investment income

    total $83,904 · related or exempt $83,904

  • 7a · Gross sales of assets other than inventory

    securities $1,614,409

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

    securities $1,517,221

  • 7c · Gain or loss

    securities $97,188

  • 7d · Net gain or loss

    total $97,188 · related or exempt $97,188

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $165,000 · program services $165,000

  • 11c · Fees: accounting

    total $6,000 · management and general $6,000

  • 23 · Insurance

    total $178 · management and general $178

  • 24a · Other expenses: INVESTMENT MANAGEMENT F

    total $52,778 · management and general $52,778

  • 24b · Other expenses: FILING FEE

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $340,151 · end of year $332,698

  • 11 · Investments: publicly traded securities

    beginning of year $3,504,380 · end of year $4,065,267

  • 15 · Other assets

    beginning of year $333,945 · end of year $301,881

  • 17 · Accounts payable and accrued expenses

    end of year $8,300

  • 27 · Net assets without donor restrictions

    beginning of year $3,003,371 · end of year $3,435,457

  • 28 · Net assets with donor restrictions

    beginning of year $1,175,105 · end of year $1,256,089

Mission and programs · 2022

Mission

AN ENDOWMENT FUND ESTABLISHED FOR THE SOLE BENEFIT OF PADUA FRANCISCAN HIGH SCHOOL, A NON-PROFIT ORGANIZATION.

  • AN ENDOWMENT FUND CREATED FOR THE SOLE BENEFIT OF PADUA FRANCISCAN HIGH SCHOOL, A NON-PROFIT ORGANIZATION.

    Expenses $165,000 · Grants $165,000

As filed on the 2022 return.

Listed in Part VII

  • Mr Nick Marra

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Stephen Kulikowski

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Mr Dave Koler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ms Donna Ross

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mr Michael J Czech

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Ms Erin Eurenius

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr David Stec

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Mr Stephen Sowers

    CHAIRMAN

    Total calculated
    $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

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
2022
Filed
11 December 2023
IRS schema version
2022v5.0
Source object
202430169349301668

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