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Nonprofiteer
← FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST

Form 990 for tax year 2024

Filed by FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST.

Totals

Total revenue
$183,429
Total expenses
$180,522
Contributions and grants received
$0
Grants paid
$171,393
Program service revenue
$0
Investment income
$109,042
Other revenue
$74,387
Total assets, end of year
$1,300,690
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,300,690
Program services expenses (Part IX)
$171,393
Management and general expenses
$9,129
Fundraising expenses
$0
Program service expenses (Part III)
$171,393

Program services were 94.9% 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 $61,976 · excluded $61,976

  • 6a · Gross rents

    real property $108,990

  • 6b · Less rental expenses

    real property $34,603

  • 6c · Rental income or loss

    real property $74,387

  • 6d · Net rental income or loss

    total $74,387 · excluded $74,387

  • 7a · Gross sales of assets other than inventory

    securities $66,048

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

    securities $18,982

  • 7c · Gain or loss

    securities $47,066

  • 7d · Net gain or loss

    total $47,066 · excluded $47,066

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $171,393 · program services $171,393

  • 11a · Fees: management

    total $7,981 · management and general $7,981

  • 11b · Fees: legal

    total $1,100 · management and general $1,100

  • 11g · Fees: other

    total $48 · management and general $48

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $170,475 · end of year $144,258

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

    $528,396

  • 10c · Land, buildings and equipment, net

    beginning of year $528,396 · end of year $528,396

  • 15 · Other assets

    beginning of year $598,912 · end of year $628,036

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,075,391 · end of year $1,075,391

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

    beginning of year $51,000 · end of year $51,000

  • 31 · Retained earnings, endowment or other funds

    beginning of year $171,392 · end of year $174,299

Mission and programs · 2024

Mission

NONE

Activities or mission (Part I)

SUPPORT FOR SEC.501(C)(3) EXEMPT ORGANIZATION

  • THIS CHARITABLE TRUST RECEIVED RENTAL INCOME & INTEREST INC. DURING ITS FISCAL YEAR. THE CORPUS PORTION OF THIS TRUST IS $1,075,391. NO FUND RAISING IS ANTICIPATED. THIS TRUST WILL DISTRIBUTE (IN ACCORD WITH ITS TRUST AGREEMENT).

    Grants $171,393

  • ALL OF ITS INCOME TO SUPPORT SEC.501(C)(3) EXEMPT ORGANIZATIONS. THIS ORGANIZATION HAS RECEIVED IRS APPROVAL AS A SEC.501(C)(3) ORGANIZATION, AND IS NOT A PRIVATE FOUNDATION AS IT IS AN ORGANIZATION DESCRIBED IN SEC.501(A)

    Expenses $171,393

  • (C) IRS EXEMPTION LETTER DATED 10/17/84.

As filed on the 2024 return.

Listed in Part VII

  • Norm Bach

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sean K Heitmann

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James L Goodman

    TRUSTEE

    Total calculated
    $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

Provenance

Return type
form_990
Tax year
2024
Filed
28 January 2026
IRS schema version
2024v5.5
Source object
202610319349300516

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