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Nonprofiteer
← HENRY S SCHENDEL ESTATE

Form 990 for tax year 2024

Filed by HENRY S SCHENDEL ESTATE.

Totals

Total revenue
$25,937
Total expenses
$17,034
Contributions and grants received
$0
Grants paid
$10,851
Program service revenue
$0
Investment income
$25,937
Other revenue
$0
Total assets, end of year
$351,641
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$351,641
Program services expenses (Part IX)
$10,851
Management and general expenses
$6,183
Fundraising expenses
$0
Program service expenses (Part III)
$10,850

Program services were 63.7% 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 $9,162 · excluded $9,162

  • 7a · Gross sales of assets other than inventory

    securities $82,863

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

    securities $66,088

  • 7c · Gain or loss

    securities $16,775

  • 7d · Net gain or loss

    total $16,775

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $10,851 · program services $10,851

  • 5 · Compensation of officers, directors and key employees

    total $4,460 · management and general $4,460

  • 11c · Fees: accounting

    total $1,600 · management and general $1,600

  • 24e · All other expenses

    total $123 · management and general $123

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $15,859 · end of year $8,930

  • 12 · Investments: other securities

    beginning of year $326,578 · end of year $342,711

  • 29 · Capital stock, trust principal or current funds

    beginning of year $342,437 · end of year $351,641

Mission and programs · 2024

Mission

THE PURPOSE OF THE H SCHENDEL CHARITABLE TRUST UW IS TO PROVIDE GENERAL SUPPORT TO THE SALVATION ARMY AND UJA- FED OF NEW YORK TO ASSIST THE UNFORTUNATE.

  • CHARITABLE CONTRIBUTIONS TO THE SALVATION ARMY

    Expenses $5,425 · Grants $5,425

  • CHARITABLE CONTRIBUTIONS TO UJA-FED OF NEW YORK

    Expenses $5,425 · Grants $5,425

As filed on the 2024 return.

Listed in Part VII

  • Hancock Whitney Bank

    TRUSTEE

    Total calculated
    $4,460
    From this org
    $4,460
    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
2024
Filed
1 May 2025
IRS schema version
2024v5.1
Source object
202511259349301116

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