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Nonprofiteer
← W R WHITNEY TR UW BO SCHENECTADY

Form 990 for tax year 2022

Filed by W R WHITNEY TR UW BO SCHENECTADY.

Totals

Total revenue
$101,779
Total expenses
$66,372
Contributions and grants received
$0
Grants paid
$56,376
Program service revenue
$0
Investment income
$101,779
Other revenue
$0
Total assets, end of year
$1,976,930
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,976,930
Program services expenses (Part IX)
$56,376
Management and general expenses
$9,996
Fundraising expenses
$0
Program service expenses (Part III)
$56,376

Program services were 84.9% 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 $66,414 · excluded $66,414

  • 7a · Gross sales of assets other than inventory

    other assets $35,365

  • 7c · Gain or loss

    other assets $35,365

  • 7d · Net gain or loss

    total $35,365 · excluded $35,365

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $56,376 · program services $56,376

  • 5 · Compensation of officers, directors and key employees

    total $9,246 · management and general $9,246

  • 11c · Fees: accounting

    total $500 · management and general $500

  • 24a · Other expenses: NYS FILING FEE

    total $250 · management and general $250

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $184,653 · end of year $220,060

  • 11 · Investments: publicly traded securities

    beginning of year $1,756,870 · end of year $1,756,870

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,941,523 · end of year $1,976,930

Mission and programs · 2022

Mission

TO SUPPORT THE SCHENECTADY FOUNDATION ENDOWMENT FUND.

  • CHARITABLE CONTRIBUTIONS PAID IN ACCORDANCE WITH TERMS OF WILL. CONTRIBUTIONS WERE PAID TO THE SCHENECTADY FOUNDATION ENDOWMENT FUND.

    Expenses $56,376 · Grants $56,376

As filed on the 2022 return.

Listed in Part VII

  • Trustco Bank

    TRUSTEE

    Total calculated
    $9,246
    From this org
    $9,246
    From related orgs
    $0
    Other
    $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

Provenance

Return type
form_990
Tax year
2022
Filed
20 April 2023
IRS schema version
2022v5.0
Source object
202301319349303860

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