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Nonprofiteer
← HELEN GREENE BLUMENSCHEIN TRUST UA

Form 990 for tax year 2024

Filed by HELEN GREENE BLUMENSCHEIN TRUST UA.

Totals

Total revenue
$19,264
Total expenses
$13,210
Contributions and grants received
$0
Grants paid
$8,815
Program service revenue
$0
Investment income
$19,264
Other revenue
$0
Total assets, end of year
$288,854
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$288,854
Program services expenses (Part IX)
$8,815
Management and general expenses
$4,395
Fundraising expenses
$0
Program service expenses (Part III)
$8,815

Program services were 66.7% 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 $11,051 · related or exempt $11,051

  • 7a · Gross sales of assets other than inventory

    securities $16,842

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

    securities $8,629

  • 7c · Gain or loss

    securities $8,213

  • 7d · Net gain or loss

    total $8,213 · related or exempt $8,213

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,815 · program services $8,815

  • 11c · Fees: accounting

    total $1,993 · management and general $1,993

  • 11f · Fees: investment management

    total $389 · management and general $389

  • 11g · Fees: other

    total $2,013 · management and general $2,013

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,174 · end of year $10,376

  • 11 · Investments: publicly traded securities

    beginning of year $271,626 · end of year $275,894

  • 12 · Investments: other securities

    beginning of year $8,000 · end of year $2,584

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $282,800 · end of year $288,854

Mission and programs · 2024

Mission

PROVIDE FINANCIAL SUPPORT TO TAOS HISTORIC MUSEUMS.

  • PROVIDE FINANCIAL SUPPORT TO TAOS HISTORIC MUSEUMS.

    Expenses $8,815 · Grants $8,815

As filed on the 2024 return.

Listed in Part VII

  • HERITAGE TRUST COMPANY OF NM

    TRUSTEE

    Total calculated
    $2,013
    From this org
    $0
    From related orgs
    $2,013
    Other
    $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
2024
Filed
2 July 2025
IRS schema version
2024v5.2
Source object
202531909349300133

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