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Nonprofiteer
← EDWARD WHITTINGHAM THOMAS MEMORIAL FUND

Form 990 for tax year 2022

Filed by EDWARD WHITTINGHAM THOMAS MEMORIAL FUND.

Totals

Total revenue
$96,990
Total expenses
$107,901
Contributions and grants received
$0
Grants paid
$89,671
Program service revenue
$0
Investment income
$96,990
Other revenue
$0
Total assets, end of year
$1,635,055
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,635,055
Program services expenses (Part IX)
$89,671
Management and general expenses
$18,230
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 83.1% 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 $35,259 · excluded $35,259

  • 7a · Gross sales of assets other than inventory

    securities $392,937

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

    securities $331,206

  • 7c · Gain or loss

    securities $61,731

  • 7d · Net gain or loss

    total $61,731

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $89,671 · program services $89,671

  • 5 · Compensation of officers, directors and key employees

    total $1,250 · management and general $1,250

  • 11f · Fees: investment management

    total $16,584 · management and general $16,584

  • 11g · Fees: other

    total $396 · management and general $396

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $142,353 · end of year $90,919

  • 11 · Investments: publicly traded securities

    beginning of year $1,314,039 · end of year $1,370,190

  • 12 · Investments: other securities

    beginning of year $189,574 · end of year $173,946

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,645,966 · end of year $1,635,055

Mission and programs · 2022

Mission

TO PERPETUATE THE CHARITABLE WISHES OF EDWARD W THOMAS

  • ST THOMAS EPISCOPAL CHURCH

    Grants $89,671

As filed on the 2022 return.

Listed in Part VII

  • First National Bank Of Omaha

    TRUSTEE

    Total calculated
    $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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
26 April 2023
IRS schema version
2022v5.0
Source object
202301169349301435

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