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Nonprofiteer
← ERLE AND EMMA WHITE HOSPICE ENDOWMENT TR

Form 990 for tax year 2023

Filed by ERLE AND EMMA WHITE HOSPICE ENDOWMENT TR.

Totals

Total revenue
$217,002
Total expenses
$135,487
Contributions and grants received
$0
Grants paid
$115,379
Program service revenue
$0
Investment income
$217,002
Other revenue
$0
Total assets, end of year
$2,419,463
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,419,463
Program services expenses (Part IX)
$115,379
Management and general expenses
$20,108
Fundraising expenses
$0
Program service expenses (Part III)
$115,379

Program services were 85.2% 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 $217,002 · unrelated business $0 · excluded $217,002

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $115,379 · program services $115,379

  • 5 · Compensation of officers, directors and key employees

    total $17,576 · program services $0 · management and general $17,576 · fundraising $0

  • 11c · Fees: accounting

    total $1,475 · program services $0 · management and general $1,475 · fundraising $0

  • 24a · Other expenses: FOREIGN TAX PAID ON INVESTMENTS

    total $1,057 · program services $0 · management and general $1,057 · fundraising $0

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $27,491 · end of year $209,177

  • 11 · Investments: publicly traded securities

    beginning of year $2,316,316 · end of year $2,210,286

  • 28 · Net assets with donor restrictions

    beginning of year $2,343,807 · end of year $2,419,463

Mission and programs · 2023

Mission

OPERATED FOR THE EXCLUSIVE SUPPORT OF HOSPICE OF WICHITA FALLS, INC., A 501(c)3 ORGANIZATION THAT PROVIDES HOSPICE CARE, SUPPORT, AND BEREAVEMENT SERVICES TO PATIENTS AND THEIR

  • THE ERLE AND EMMA WHITE HOSPICE ENDOWMENT TRUST (THE TRUST) WAS CREATED IN FEBRUARY 1995 FOR THE PURPOSE OF PROVIDING FUNDING FOR THE COMPLETION OF A NEW 12-BED HOSPICE INPATIENT FACILITY, AND FOR THE REMODELING OF THE EXISTING ADMINISTRATION OFFICE BUILDING OF HOSPICE OF WICHITA FALLS, INC. DURING 1995 AND 1996, THE TRUST PROVIDED AN AGGREGATE $2,000,000 OF THE COST OF COMPLETING THE PROJECTS. THE HOSPICE INPATIENT FACILITY LOCATED IN WICHITA FALLS, TEXAS IS OWNED AND OPERATED BY HOSPICE OF WICHITA FALLS, INC., A TAX EXEMPT ORGANIZATION FOR THOSE TIMES WHEN PATIENTS HAVE PAIN OR OTHER SYMPTOMS THAT CAN NOT BE CONTROLLED AT HOME. DURING 2023 THE TRUST PROVIDED $115,379 TO HOSPICE OF WICHITA FALLS,INC. FOR REPAIRS TO AND CAPITAL IMPROVEMENTS OF THE INPATIENT FACILITIES AND ADMINISTRATIVE OFFICES.

    Expenses $115,379 · Grants $115,379

As filed on the 2023 return.

Listed in Part VII

  • American National Bank

    TRUSTEE

    Total calculated
    $17,576
    From this org
    $17,576
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Derek Francis

    TRUSTEE

    Total calculated
    $124,354
    From this org
    $0
    From related orgs
    $118,126
    Other
    $6,228
    Hours/week
    1

  • Gale Richardson

    TRUSTEE

    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
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202423189349308897

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