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Nonprofiteer
← SIGNATRY CHARITABLE TRUST

Form 990 for tax year 2023

Filed by SIGNATRY CHARITABLE TRUST.

Totals

Total revenue
$145,393,838
Total expenses
$29,094,402
Contributions and grants received
$140,713,849
Grants paid
$25,797,079
Program services expenses (Part IX)
$25,797,079
Management and general expenses
$3,297,323
Fundraising expenses
$0
Program service expenses (Part III)
$25,797,079

Program services were 88.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • First Covenant Trust and Advisors LLC

    Trustee (beginning 11/17/2023)

    Total calculated
    $0
    Hours/week
    5

  • THE SIGNATRY CORPORATION(until 11172023)

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dane A Frazier

    Vice President (all year), Secretary (until 9/25/23), Chief Tax Officer (beg 10/5/2023)

    Total calculated
    $206,399
    From this org
    $0
    From related orgs
    $196,100
    Other
    $10,299
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $195,350 related
    Bonus
    $0 + $750 related
    Other
    $0
    Deferred
    $0 + $3,083 related
    Nontaxable benefits
    $0 + $7,216 related
    Filer's total
    $0 + $206,399 related

  • Erik J Schartner

    Vice President (all year), Secretary (beginning 9/25/23)

    Total calculated
    $209,616
    From this org
    $0
    From related orgs
    $177,319
    Other
    $32,297
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,819 related
    Bonus
    $0 + $500 related
    Other
    $0
    Deferred
    $0 + $7,800 related
    Nontaxable benefits
    $0 + $24,497 related
    Filer's total
    $0 + $209,616 related

  • Jason P Yakelis

    Vice President of Operations

    Total calculated
    $240,850
    From this org
    $0
    From related orgs
    $215,740
    Other
    $25,110
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,990 related
    Bonus
    $0 + $750 related
    Other
    $0
    Deferred
    $0 + $8,992 related
    Nontaxable benefits
    $0 + $16,118 related
    Filer's total
    $0 + $240,850 related

  • Lawrence J Scott

    Vice President

    Total calculated
    $253,200
    From this org
    $0
    From related orgs
    $230,922
    Other
    $22,278
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,172 related
    Bonus
    $0 + $750 related
    Other
    $0
    Deferred
    $0 + $9,467 related
    Nontaxable benefits
    $0 + $12,811 related
    Filer's total
    $0 + $253,200 related

  • Mark W Klinger

    Chief Financial Officer & Treasurer

    Total calculated
    $253,198
    From this org
    $0
    From related orgs
    $231,011
    Other
    $22,187
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $230,261 related
    Bonus
    $0 + $750 related
    Other
    $0
    Deferred
    $0 + $9,467 related
    Nontaxable benefits
    $0 + $12,720 related
    Filer's total
    $0 + $253,198 related

  • Stephen A French

    President

    Total calculated
    $442,517
    From this org
    $0
    From related orgs
    $436,191
    Other
    $6,326
    Hours/week
    20 + 20 related

    Schedule J breakdown matched by us

    Base
    $0 + $394,941 related
    Bonus
    $0 + $41,250 related
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $6,326 related
    Filer's total
    $0 + $442,517 related

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 — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 3 Arrangement used to establish the top management official's compensation
THE OFFICERS ARE PAID BY THE RELATED ORGANIZATION THAT UTILIZES A COMPENSATION COMMITTEE, FORM 990 OF OTHER ORGANIZATIONS, COMPENSATION SURVEYS, AND BOARD APPROVAL IN THE PROCESS OF COMPENSATION DETERMINATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
15 November 2024
IRS schema version
2023v5.1
Source object
202443209349305764

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