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Nonprofiteer
← TRUST U/W CHARLES P OCONNOR

Form 990 for tax year 2023

Filed by TRUST U/W CHARLES P OCONNOR.

Totals

Total revenue
$1,380,716
Total expenses
$534,547
Contributions and grants received
$0
Grants paid
$496,253
Program service revenue
$0
Investment income
$884,721
Other revenue
$495,995
Total assets, end of year
$9,878,068
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,878,068
Program services expenses (Part IX)
$515,400
Management and general expenses
$19,147
Fundraising expenses
$0
Program service expenses (Part III)
$515,400

Program services were 96.4% 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 $185,756 · excluded $185,756

  • 7a · Gross sales of assets other than inventory

    securities $6,715,897

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

    securities $6,016,932

  • 7c · Gain or loss

    securities $698,965

  • 7d · Net gain or loss

    total $698,965

  • 11a · Other revenue: PARTNERSHIP INCOME

    total $495,995 · unrelated business $12,693 · excluded $483,302

  • 11e · Other revenue, total

    $495,995

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $496,253 · program services $496,253

  • 5 · Compensation of officers, directors and key employees

    total $38,294 · program services $19,147 · management and general $19,147

  • 11f · Fees: investment management

    total $0 · management and general $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $422,302 · end of year $254,759

  • 11 · Investments: publicly traded securities

    beginning of year $6,082,403 · end of year $7,271,315

  • 12 · Investments: other securities

    beginning of year $2,527,194 · end of year $2,351,994

  • 29 · Capital stock, trust principal or current funds

    beginning of year $9,031,902 · end of year $9,413,404

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$3 · end of year $464,664

Mission and programs · 2023

Mission

TO SUPPORT THE LANKENAU HOSPITAL FOUNDATION DEVELOPMENT FUND, PARTICULARLY TO BE USED FOR THE FUTURE CAPITAL IMPROVEMENT FUND.

  • LANKENAU HOSPITAL FOUNDATION

    Expenses $515,400 · Grants $496,253

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • The Glenmede Trust Co N A

    TRUSTEE

    Total calculated
    $36,838
    From this org
    $36,838
    From related orgs
    $0
    Other
    $0

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
11 November 2024
IRS schema version
2023v5.1
Source object
202403179349303255

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

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