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Nonprofiteer
← NORWOOD HILLS CHARITABLE TR

Form 990 for tax year 2023

Filed by NORWOOD HILLS CHARITABLE TR.

Totals

Total revenue
$157,857
Total expenses
$119,520
Contributions and grants received
$147,526
Grants paid
$116,000
Program service revenue
$0
Investment income
$10,331
Other revenue
$0
Total assets, end of year
$716,108
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$716,108
Program services expenses (Part IX)
$116,000
Management and general expenses
$3,520
Fundraising expenses
$0
Program service expenses (Part III)
$116,000

Program services were 97.1% 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.

  • 1c · Fundraising events

    $49,650

  • 1f · All other contributions, gifts and grants

    $97,876

  • 3 · Investment income

    total $17,944 · excluded $17,944

  • 7a · Gross sales of assets other than inventory

    securities $150,443

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

    securities $158,056

  • 7c · Gain or loss

    securities -$7,613

  • 7d · Net gain or loss

    total -$7,613 · excluded -$7,613

  • 8a · Fundraising events: gross income

    $20,440

  • 8a · Fundraising events: contributions included on line 1c

    $49,650

  • 8b · Fundraising events: direct expenses

    $20,440

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $116,000 · program services $116,000

  • 11f · Fees: investment management

    total $3,520 · management and general $3,520

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $161,984 · end of year $175,746

  • 3 · Pledges and grants receivable

    beginning of year $28,000 · end of year $53,710

  • 11 · Investments: publicly traded securities

    beginning of year $433,915 · end of year $486,652

  • 27 · Net assets without donor restrictions

    beginning of year $623,899 · end of year $716,108

Mission and programs · 2023

Mission

TO PROVIDE SCHOLARSHIPS TO CERTAIN FULL-TIME EMPLOYEES OF NORWOOD HILLS CORPORATION (D/B/A NORWOOD HILLS COUNTRY CLUB) AND TO THE DECENDANTS OF THOSE EMPLOYEES.

  • TO PROVIDE SCHOLARSHIPS TO CERTAIN FULL-TIME EMPLOYEES OF NORWOOD HILLS CORPORATION (D/B/A NORWOOD HILLS COUNTRY CLUB) AND TO THE DECENDANTS OF THOSE EMPLOYEES. 17 INDIVIDUAL GRANTS WERE AWARDED IN 2023.

    Expenses $116,000 · Grants $116,000

As filed on the 2023 return.

Listed in Part VII

  • James Finn

    TRUSTEE THROUGH FEBRUARY 2024

    Total calculated
    $0
    Hours/week
    1

  • Bill McLaughlin

    TRUSTEE THROUGH JULY 2023

    Total calculated
    $0
    Hours/week
    1

  • Jack Hillenbrand

    TRUSTEE THROUGH JULY 2023

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Schasteen

    TRUSTEE AS OF FEBRUARY 2024

    Total calculated
    $0
    Hours/week
    1

  • Chris Terry

    TRUSTEE AS OF FEBRUARY 2024

    Total calculated
    $0
    Hours/week
    1

  • Nelson Woolf

    TRUSTEE AS OF AUGUST 2024

    Total calculated
    $0
    Hours/week
    1

  • Barbara Abbett

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Williams

    TRUSTEE

    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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • NORWOOD HILLS CORPORATION

    C · COUNTRY CLUB · MO

Provenance

Return type
form_990
Tax year
2023
Filed
15 November 2024
IRS schema version
2023v5.1
Source object
202423209349311842

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