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← MARIAN MULLIN HANCOCK CHARITABLE TR 031893

Form 990 for tax year 2022

Filed by MARIAN MULLIN HANCOCK CHARITABLE TR 031893.

Totals

Total revenue
$567,101
Total expenses
$762,443
Contributions and grants received
$0
Grants paid
$606,255
Program service revenue
$0
Investment income
$551,650
Other revenue
$15,451
Total assets, end of year
$9,274,970
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,274,970
Program services expenses (Part IX)
$606,255
Management and general expenses
$156,188
Fundraising expenses
$0
Program service expenses (Part III)
$606,255

Program services were 79.5% 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 $275,234 · excluded $275,234

  • 7a · Gross sales of assets other than inventory

    securities $4,272,906

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

    securities $3,996,490

  • 7c · Gain or loss

    securities $276,416

  • 7d · Net gain or loss

    total $276,416 · excluded $276,416

  • 11a · Other revenue: PARTNERSHIP INCOME

  • 11d · All other revenue

    total $15,451 · related or exempt $15,451

  • 11e · Other revenue, total

    $15,451

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $606,255 · program services $606,255

  • 5 · Compensation of officers, directors and key employees

    total $128,711 · management and general $128,711

  • 11c · Fees: accounting

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

  • 11f · Fees: investment management

    total $18,945 · management and general $18,945

  • 24a · Other expenses: FOREIGN TAX ON INVESTMENT

    total $3,989 · management and general $3,989

  • 24b · Other expenses: ESTIMATED TAX-990T

    total $974 · management and general $974

  • 24c · Other expenses: CA FRANCHISE TAX BOARD & IL ATTORNE

    total $95 · management and general $95

  • 24d · Other expenses: PRIOR YEAR UBTI TAX

    total $974 · management and general $974

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $307,378 · end of year $100,861

  • 11 · Investments: publicly traded securities

    beginning of year $9,060,558 · end of year $9,091,002

  • 15 · Other assets

    beginning of year $53,967 · end of year $83,107

  • 29 · Capital stock, trust principal or current funds

    beginning of year $9,421,903 · end of year $9,274,970

Mission and programs · 2022

Mission

TO SUPPORT THE ORGANIZATIONS LISTED IN SCHEDULE A, PART I

  • GRANT PAID TO SUPPORTED ORGANIZATION - MARIAN MEDICAL CENTER

    Expenses $303,127 · Grants $303,127

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

    Expenses $151,564 · Grants $151,564

  • GRANT PAID TO SUPPORTED ORGANIZATION - ALLAN HANCOCK COLLEGE

    Expenses $121,251 · Grants $121,251

  • Expenses $30,313 · Grants $30,313

As filed on the 2022 return.

Listed in Part VII

  • John Gherini

    CO-TRUSTEE

    Total calculated
    $65,191
    From this org
    $65,191
    From related orgs
    $0
    Other
    $0

  • Northern Trust N A

    CO-TRUSTEE

    Total calculated
    $63,520
    From this org
    $63,520
    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

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
14 November 2023
IRS schema version
2022v5.0
Source object
202303189349317580

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