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← FRED LAMKE MEMORIAL FUND FBO MIAMI UNIVERSITY

Form 990 for tax year 2023

Filed by FRED LAMKE MEMORIAL FUND FBO MIAMI UNIVERSITY.

Totals

Total revenue
$25,025
Total expenses
$38,782
Contributions and grants received
$0
Grants paid
$27,663
Program service revenue
$0
Investment income
$25,025
Other revenue
$0
Total assets, end of year
$411,874
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$411,874
Program services expenses (Part IX)
$28,749
Management and general expenses
$10,033
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 74.1% 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 $13,128 · excluded $13,128

  • 7a · Gross sales of assets other than inventory

    securities $145,852

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

    securities $133,955

  • 7c · Gain or loss

    securities $11,897

  • 7d · Net gain or loss

    total $11,897 · excluded $11,897

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $27,663 · program services $27,663

  • 5 · Compensation of officers, directors and key employees

    total $8,677 · program services $0 · management and general $8,677

  • 11b · Fees: legal

    total $1,180 · program services $590 · management and general $590

  • 11c · Fees: accounting

    total $991 · program services $496 · management and general $495

  • 11g · Fees: other

    total $0 · program services $0

  • 24a · Other expenses: OAG ANNUAL FILING FEE

    total $100 · management and general $100

  • 24b · Other expenses: CLINTON COUNTY PROBATE COURT ANNUAL

    total $13 · management and general $13

  • 24c · Other expenses: FOREIGN TAX ON QUALIFIED DIVIDENDS

    total $147 · management and general $147

  • 24d · Other expenses: FOREIGN TAX ON NONQUALIFIED DIVIDEN

    total $11 · management and general $11

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $32,629 · end of year $22,627

  • 11 · Investments: publicly traded securities

    beginning of year $393,021 · end of year $389,247

  • 27 · Net assets without donor restrictions

    beginning of year $425,650 · end of year $411,874

Mission and programs · 2023

Mission

Scholarships/Miami University

  • This trust was established by the will. Miami University administers the scholarship program to attract needy rural students to their institution.

    Grants $27,663

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

Listed in Part VII

  • Peoples Bank

    Trustee

    Total calculated
    $8,677
    From this org
    $8,677
    From related orgs
    $0
    Other
    $0

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
22 September 2024
IRS schema version
2023v5.1
Source object
202402979349301475

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