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Nonprofiteer
← MICHAEL CHRIST FAM TR

Form 990 for tax year 2023

Filed by MICHAEL CHRIST FAM TR.

Totals

Total revenue
$99,586
Total expenses
$213,314
Contributions and grants received
$0
Grants paid
$201,521
Program service revenue
$0
Investment income
$99,586
Other revenue
$0
Total assets, end of year
$2,184,038
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,184,038
Program services expenses (Part IX)
$201,521
Management and general expenses
$11,793
Fundraising expenses
$0
Program service expenses (Part III)
$201,521

Program services were 94.5% 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 $100,411 · excluded $100,411

  • 7a · Gross sales of assets other than inventory

    securities $494,174

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

    securities $494,999

  • 7c · Gain or loss

    securities -$825

  • 7d · Net gain or loss

    total -$825 · excluded -$825

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $201,521 · program services $201,521

  • 6 · Compensation of disqualified persons

    total $11,775 · management and general $11,775

  • 11g · Fees: other

    total $18 · management and general $18

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $35,472 · end of year $160,743

  • 2 · Savings and temporary cash investments

    beginning of year $57,500 · end of year $93,500

  • 11 · Investments: publicly traded securities

    beginning of year $2,204,794 · end of year $1,929,795

  • 29 · Capital stock, trust principal or current funds

    beginning of year $2,297,766 · end of year $2,184,038

Mission and programs · 2023

Mission

Support the Charitable, religious and educational purposes of the St. Joseph Cathedral and Parish, Central Catholic High School, the Sisters of St. Joseph Retirement Fund, and the Priests Health and Retirement Assoc for the Diocese of Wheeling-Charleston.

  • As required by the governing instrument all distributions from the trust must be made to St. Joseph Cathedral and Parish (Wheeling, WV), Central Catholic High School (Wheeling, WV), the Sisters of St. Joseph Retirement Fund (Wheeling, WV), and the Priests Health and Retirement Fund for the Diocese of Wheeling-Charleston in fixed percentages. Accordingly, all revenue and expenses of the trust were for the benefit of these four organizations according to their respective percentages.

    Expenses $201,521 · Grants $201,521

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • William J Yaeger Jr

    Trustee

    Total calculated
    $11,775
    From this org
    $11,775
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Joseph L Peterson

    Trustee

    Total calculated
    $0
    Hours/week
    0.2

  • Mark E Brennan

    Trustee

    Total calculated
    $0
    Hours/week
    0.2

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
2023
Filed
16 May 2024
IRS schema version
2023v5.0
Source object
202411519349301366

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