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Nonprofiteer
← ST TAMMANY HOMEBUILDERS ASSN CHARITABLE TRUST

Form 990 for tax year 2022

Filed by ST TAMMANY HOMEBUILDERS ASSN CHARITABLE TRUST.

Totals

Total revenue
$27,346
Total expenses
$33,898
Contributions and grants received
$0
Grants paid
$20,250
Program service revenue
$0
Investment income
$26,046
Other revenue
$1,300
Total assets, end of year
$1,082,946
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,082,946
Program services expenses (Part IX)
$23,011
Management and general expenses
$10,887
Fundraising expenses
$0
Program service expenses (Part III)
$23,011

Program services were 67.9% 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 $16,502 · excluded $16,502

  • 7a · Gross sales of assets other than inventory

    securities $129,995

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

    securities $120,451

  • 7c · Gain or loss

    securities $9,544

  • 7d · Net gain or loss

    total $9,544 · excluded $9,544

  • 11a · Other revenue: OTHER INVESTMENT REVEN

    total $1,300 · excluded $1,300

  • 11e · Other revenue, total

    $1,300

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $20,250 · program services $20,250

  • 11c · Fees: accounting

    total $4,400 · management and general $4,400

  • 11f · Fees: investment management

    total $5,942 · management and general $5,942

  • 16 · Occupancy

    total $600 · program services $600

  • 23 · Insurance

    total $2,161 · program services $2,161

  • 24a · Other expenses: MEALS

    total $283 · management and general $283

  • 24b · Other expenses: TAX - FOREIGN TAX PAID

    total $262 · management and general $262

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $13,796 · end of year $27,680

  • 10a · Land, buildings and equipment: cost or other basis

    $326,890

  • 10c · Land, buildings and equipment, net

    beginning of year $326,890 · end of year $326,890

  • 11 · Investments: publicly traded securities

    beginning of year $748,812 · end of year $728,376

  • 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 $1,089,498 · end of year $1,082,946

Mission and programs · 2022

Mission

CHARITABLE TRUST PROVIDING FINANCIAL ASSISTANCE TO AREA ORGANIZATIONS.

Activities or mission (Part I)

TO PROVIDE FINANCIAL ASSISTANCE TO LOCAL ORGANIZATIONS.

  • THE TRUST PROVIDED FINANCIAL ASSISTANCE TO 6 LOCAL CHARITABLE ORGANIZATIONS DURING 2022.

    Expenses $23,011 · Grants $20,250

As filed on the 2022 return.

Listed in Part VII

  • Amy Ybarzabal

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Kenneth Adam

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • James Richardson

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5

  • Donald Jenkins Jr

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Susan Meyer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Casey Forshag

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Kyle Cooper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Doreen Adams

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Erika Hemphill

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

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
13 November 2023
IRS schema version
2022v5.0
Source object
202343199349324909

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