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← ROBERT B AND SHIRLEY K HASPEL ENDOWMENT FUND

Form 990 for tax year 2023

Filed by ROBERT B AND SHIRLEY K HASPEL ENDOWMENT FUND.

Totals

Total revenue
$15,913
Total expenses
$53,968
Contributions and grants received
$0
Grants paid
$32,500
Program service revenue
$0
Investment income
$15,913
Other revenue
$0
Total assets, end of year
$655,800
Total liabilities, end of year
$13,116
Net assets or fund balances, end of year
$642,684
Program services expenses (Part IX)
$32,500
Management and general expenses
$21,468
Fundraising expenses
$0
Program service expenses (Part III)
$32,500

Program services were 60.2% 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 $11,172 · excluded $11,172

  • 7a · Gross sales of assets other than inventory

    securities $51,371

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

    securities $46,630

  • 7c · Gain or loss

    securities $4,741

  • 7d · Net gain or loss

    total $4,741 · excluded $4,741

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $32,500 · program services $32,500

  • 11a · Fees: management

    total $13,116 · management and general $13,116

  • 11c · Fees: accounting

    total $1,300 · management and general $1,300

  • 11f · Fees: investment management

    total $7,052 · management and general $7,052

Balance sheet

Part X, book values.

  • 4 · Accounts receivable

    beginning of year $517 · end of year $548

  • 11 · Investments: publicly traded securities

    beginning of year $590,527 · end of year $655,252

  • 17 · Accounts payable and accrued expenses

    beginning of year $11,821 · end of year $13,116

  • 28 · Net assets with donor restrictions

    beginning of year $579,223 · end of year $642,684

Mission and programs · 2023

Mission

SUPPORT OF VARIOUS CHARITABLE ORGANIZATIONS.

  • CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS

    Expenses $32,500 · Grants $32,500

As filed on the 2023 return.

Listed in Part VII

  • Patti Lengsfield

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Saundra K Levy

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 3 related

  • John L Haspel

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • David Haspel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Robert Haspel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jack Benjamin Jr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mimi Schlesinger

    DIRECTOR

    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

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
26 November 2024
IRS schema version
2023v5.1
Source object
202443329349301654

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