Skip to content
Nonprofiteer
← LEE GUARDIANSHIP SERVICES INC

Form 990 for tax year 2023

Filed by LEE GUARDIANSHIP SERVICES INC.

Totals

Total revenue
$333,740
Total expenses
$305,323
Contributions and grants received
$75,796
Grants paid
$126,862
Program service revenue
$255,438
Investment income
$2,506
Other revenue
$0
Total assets, end of year
$1,530,173
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,530,173
Program services expenses (Part IX)
$305,323
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$305,323

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $75,796

  • 2a · Program service revenue: SERVICE INCOME

    total $175,309 · related or exempt $175,309

  • 2b · Program service revenue: TRUSTEE INCOME

    total $80,129 · related or exempt $80,129

  • 3 · Investment income

    total $29,773 · related or exempt $29,773

  • 7a · Gross sales of assets other than inventory

    securities $519,321

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

    securities $546,588

  • 7c · Gain or loss

    securities -$27,267

  • 7d · Net gain or loss

    total -$27,267 · related or exempt -$27,267

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $110,000 · program services $110,000

  • 2 · Grants to domestic individuals

    total $16,862 · program services $16,862

  • 11b · Fees: legal

    total $153,078 · program services $153,078

  • 11c · Fees: accounting

    total $7,855 · program services $7,855

  • 11f · Fees: investment management

    total $10,566 · program services $10,566

  • 13 · Office expenses

    total $1,797 · program services $1,797

  • 23 · Insurance

    total $5,165 · program services $5,165

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $197,099 · end of year $241,202

  • 11 · Investments: publicly traded securities

    beginning of year $1,128,024 · end of year $1,288,971

  • 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 $1,325,123 · end of year $1,530,173

Mission and programs · 2023

Mission

TRUST AND FIDUCIARY SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DISABLED INDIVIDUALS.

Activities or mission (Part I)

TRUST AND FIDUCIARY SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, THE MENTALLY ILL AND THE DISABLED.

  • TRUST AND FIDUCIARY ADMINISTRATION FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS NEEDING GUARDIANSHIP SERVICES.

    Expenses $288,461 · Grants $110,000 · Revenue $257,944

  • GUARDIANSHIP SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS.

    Expenses $16,862 · Grants $16,862

As filed on the 2023 return.

Listed in Part VII

  • Lance M McKinney

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Philip V Howard

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Heidi M Brown

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Debra J Aikens

    SECRETARY

    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
2023
Filed
5 September 2024
IRS schema version
2023v5.1
Source object
202402499349302055

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.