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Nonprofiteer
← MARY BLAINE BARKER TRUST UW

Form 990 for tax year 2022

Filed by MARY BLAINE BARKER TRUST UW.

Totals

Total revenue
$259,448
Total expenses
$567,880
Contributions and grants received
$0
Grants paid
$457,156
Program service revenue
$0
Investment income
$259,385
Other revenue
$63
Total assets, end of year
$8,913,080
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,913,080
Program services expenses (Part IX)
$475,335
Management and general expenses
$92,545
Fundraising expenses
$0
Program service expenses (Part III)
$475,335

Program services were 83.7% 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 $228,408 · excluded $228,408

  • 7a · Gross sales of assets other than inventory

    securities $5,162,393

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

    securities $5,131,416

  • 7c · Gain or loss

    securities $30,977

  • 7d · Net gain or loss

    total $30,977 · excluded $30,977

  • 11d · All other revenue

    total $63 · excluded $63

  • 11e · Other revenue, total

    $63

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $457,156 · program services $457,156

  • 5 · Compensation of officers, directors and key employees

    total $90,894 · program services $18,179 · management and general $72,715

  • 11a · Fees: management

    total $14,341 · management and general $14,341

  • 24a · Other expenses: Foreign Taxes on Qualified Dividend

    total $2,220 · management and general $2,220

  • 24b · Other expenses: ADR Service Fees

    total $369 · management and general $369

  • 24c · Other expenses: Foreign Taxes on Non Qualified Div

    total $511 · management and general $511

  • 24d · Other expenses: Foreign Taxes

    total $2,389 · management and general $2,389

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $454,980 · end of year $531,869

  • 11 · Investments: publicly traded securities

    beginning of year $8,770,772 · end of year $8,381,211

  • 31 · Retained earnings, endowment or other funds

    beginning of year $9,225,752 · end of year $8,913,080

Mission and programs · 2022

Mission

FINANCIAL SUPPORT FOR THE AMERICAN NATIONAL RED CROSS NATIONAL HEADQUARTERS AND SALVATION ARMY OF THE DISTRICT OF COLUMBIA

  • FINANCIAL SUPPORT FOR THE AMERICAN NATIONAL RED CROSS NATIONAL HEADQUARTERS

    Expenses $237,668 · Grants $228,578

  • FINANCIAL SUPPORT FOR THE SALVATION ARMY OF THE DISTRICT OF COLUMBIA

    Expenses $237,667 · Grants $228,578

As filed on the 2022 return.

Listed in Part VII

  • Pnc Bank Na

    TRUSTEE

    Total calculated
    $90,893
    From this org
    $90,893
    From related orgs
    $0
    Other
    $0
    Hours/week
    18

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
6 April 2023
IRS schema version
2022v5.0
Source object
202311029349301401

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