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← WG AND JB MANSON CHARITABLE TRUST

Form 990 for tax year 2022

Filed by WG AND JB MANSON CHARITABLE TRUST.

Totals

Total revenue
$427,293
Total expenses
$530,293
Contributions and grants received
$0
Grants paid
$445,398
Program service revenue
$0
Investment income
$427,293
Other revenue
$0
Total assets, end of year
$11,133,340
Total liabilities, end of year
$169,022
Net assets or fund balances, end of year
$10,964,318
Program services expenses (Part IX)
$530,293
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$530,293

Program services were 100.0% 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 $525,241 · related or exempt $525,241

  • 7a · Gross sales of assets other than inventory

    securities $2,081,397

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

    securities $2,179,345

  • 7c · Gain or loss

    securities -$97,948

  • 7d · Net gain or loss

    total -$97,948 · related or exempt -$97,948

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $445,398 · program services $445,398

  • 5 · Compensation of officers, directors and key employees

    total $80,748 · program services $80,748

  • 11c · Fees: accounting

    total $3,862 · program services $3,862

  • 24a · Other expenses: FOREIGN TAXES PAID

    total $285 · program services $285

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $391,590 · end of year $18,933

  • 11 · Investments: publicly traded securities

    beginning of year $12,176,606 · end of year $11,091,995

  • 15 · Other assets

    beginning of year $24,032 · end of year $22,412

  • 17 · Accounts payable and accrued expenses

    beginning of year $21,710 · end of year $19,889

  • 25 · Other liabilities

    beginning of year $119,922 · end of year $149,133

  • 29 · Capital stock, trust principal or current funds

    beginning of year $12,450,596 · end of year $10,964,318

Mission and programs · 2022

Mission

PROVIDE SUPPORT TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS, SPECIFICALLY HUGGINS HOSPITAL AND WOLFEBORO AREA CHILDREN'S CENTER LOCATED IN WOLFEBORO, NH AND ANNUAL EDUCATIONAL SCHOLARSHIPS TO STUDENTS AT HIGH SCHOOL IN NEW JERSEY.

Activities or mission (Part I)

PROVIDE SUPPORT TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS NAMED WITHIN THE TRUST DOCUMENT.

  • NET INCOME EACH YEAR PAID AS 2,500 SCHOLARSHIP PER TRUST AND 50% OF REMAINDER TO HUGGINS HOSPITAL AND WOLFEBORO CHILDREN'S CENTER, INC. FOR THE YEAR 2022, NO 2,500 SCHOLARSHIP WAS GRANTED.

    Expenses $530,293 · Grants $445,398 · Revenue $427,293

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Barbara J Jagusztyn

    TRUSTEE

    Total calculated
    $40,374
    From this org
    $40,374
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

  • Richard J Jagusztyn

    TRUSTEE

    Total calculated
    $40,374
    From this org
    $40,374
    From related orgs
    $0
    Other
    $0
    Hours/week
    10

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

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202333179349303363

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