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Nonprofiteer
← BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC

Form 990 for tax year 2024

Filed by BARBARA KAUFMAN CHARITABLE TR FBO LUCY MACKENZIE HUMANE SOCIETY INC.

Totals

Total revenue
$80,731
Total expenses
$50,590
Contributions and grants received
$0
Grants paid
$42,792
Program service revenue
$0
Investment income
$80,731
Other revenue
$0
Total assets, end of year
$669,944
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$669,944
Program services expenses (Part IX)
$42,792
Management and general expenses
$7,798
Fundraising expenses
$0
Program service expenses (Part III)
$42,792

Program services were 84.6% 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 $21,512 · excluded $21,512

  • 7a · Gross sales of assets other than inventory

    securities $338,578

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

    securities $279,359

  • 7c · Gain or loss

    securities $59,219

  • 7d · Net gain or loss

    total $59,219 · excluded $59,219

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $42,792 · program services $42,792

  • 5 · Compensation of officers, directors and key employees

    total $6,666 · management and general $6,666

  • 11c · Fees: accounting

    total $900 · management and general $900

  • 11g · Fees: other

    total $232 · management and general $232

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $31,556 · end of year $4,755

  • 11 · Investments: publicly traded securities

    beginning of year $608,476 · end of year $665,189

  • 27 · Net assets without donor restrictions

    beginning of year $640,032 · end of year $669,944

Mission and programs · 2024

Mission

To Support the efforts and goals of the LMHS.

  • Annual distributions to the LMHS equal to 5% of asset value or net inc

    Expenses $42,792 · Grants $42,792

As filed on the 2024 return.

Listed in Part VII

  • Community Financial Services Group

    FIDUCIARY TRUSTEE

    Total calculated
    $6,666
    From this org
    $6,666
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

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
4 April 2025
IRS schema version
2024v5.1
Source object
202501079349300340

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