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Nonprofiteer
← EDWARD WHITTINGHAM THOMAS MEMORIAL FUND

Form 990 for tax year 2024

Filed by EDWARD WHITTINGHAM THOMAS MEMORIAL FUND.

Totals

Total revenue
$142,836
Total expenses
$105,153
Contributions and grants received
$0
Grants paid
$85,997
Program service revenue
$0
Investment income
$142,836
Other revenue
$0
Total assets, end of year
$1,652,155
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,652,155
Program services expenses (Part IX)
$85,997
Management and general expenses
$19,156
Fundraising expenses
$0
Program service expenses (Part III)
$85,997

Program services were 81.8% 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 $49,756 · excluded $49,756

  • 7a · Gross sales of assets other than inventory

    securities $278,782

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

    securities $185,702

  • 7c · Gain or loss

    securities $93,080

  • 7d · Net gain or loss

    total $93,080 · excluded $93,080

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $85,997 · program services $85,997

  • 5 · Compensation of officers, directors and key employees

    total $5,138 · management and general $5,138

  • 11c · Fees: accounting

    total $1,250 · management and general $1,250

  • 11f · Fees: investment management

    total $11,988 · management and general $11,988

  • 24e · All other expenses

    total $780 · management and general $780

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $60,042 · end of year $94,313

  • 11 · Investments: publicly traded securities

    beginning of year $1,554,726 · end of year $1,557,842

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,614,768 · end of year $1,652,155

Mission and programs · 2024

Mission

TO PERPETUATE THE CHARITABLE WISHES OF EDWARD W THOMAS

  • ST THOMAS EPISCOPAL CHURCH

    Expenses $85,997 · Grants $85,997

As filed on the 2024 return.

Listed in Part VII

  • First National Bank Of Omaha

    TRUSTEE

    Total calculated
    $5,138
    From this org
    $5,138
    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

  • ST THOMAS EPISCOPAL CHURCH

    $85,997

    GENERAL

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2025
IRS schema version
2024v5.1
Source object
202531359349305603

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