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Nonprofiteer
← AMERICAN CAVALIER KING CHARLES SPANIEL CHARITABLE TR

Form 990 for tax year 2024

Filed by AMERICAN CAVALIER KING CHARLES SPANIEL CHARITABLE TR.

Totals

Total revenue
$86,415
Total expenses
$121,657
Contributions and grants received
$61,488
Grants paid
$106,441
Program service revenue
$12,847
Investment income
$12,080
Other revenue
$0
Total assets, end of year
$527,642
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$527,642
Program services expenses (Part IX)
$121,657
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$121,657

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.

  • 1f · All other contributions, gifts and grants

    $61,488

  • 2a · Program service revenue: AUCTION

    total $1,561 · related or exempt $1,561

  • 2b · Program service revenue: BANQUET

    total $358 · related or exempt $358

  • 2c · Program service revenue: GRANT FUND

    total $10,919 · related or exempt $10,919

  • 2d · Program service revenue: MISCELLANEOUS

    total $9 · related or exempt $9

  • 3 · Investment income

    total $12,089 · excluded $12,089

  • 7a · Gross sales of assets other than inventory

    securities $50,000

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

    securities $50,009

  • 7c · Gain or loss

    securities -$9

  • 7d · Net gain or loss

    total -$9 · excluded -$9

  • 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 $106,441 · program services $106,441

  • 11b · Fees: legal

    total $1,285 · program services $1,285

  • 11c · Fees: accounting

    total $500 · program services $500

  • 13 · Office expenses

    total $314 · program services $314

  • 14 · Information technology

    total $5,709 · program services $5,709

  • 23 · Insurance

    total $1,241 · program services $1,241

  • 24a · Other expenses: AUCTION EXPENSES

    total $2,285 · program services $2,285

  • 24b · Other expenses: GRANTS & PROJECTS

    total $2,990 · program services $2,990

  • 24c · Other expenses: MERCHANT FEES

    total $342 · program services $342

  • 24d · Other expenses: PROGRAM EXPENSES

    total $205 · program services $205

  • 24e · All other expenses

    total $345 · program services $345

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $459,272 · end of year $61,959

  • 11 · Investments: publicly traded securities

    beginning of year $100,030 · end of year $465,683

  • 27 · Net assets without donor restrictions

    beginning of year $559,302 · end of year $527,642

Mission and programs · 2024

Mission

HEALTH AND EDUCATION

  • THE TRUST IS INVOLVED IN HEALTH, EDUCATION AND GIVING TO CHARITIES.

    Expenses $121,657 · Grants $106,441 · Revenue $86,415

As filed on the 2024 return.

Listed in Part VII

  • Helen Jesse

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Leslie Slusher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Stephanie Sterling

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Carl Tennille

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lamont Toder

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Patricia Kanan

    PRESIDENTCHAIR

    Total calculated
    $0
    Hours/week
    2

  • Dr John Ioia

    VICEPRESIDENT

    Total calculated
    $0
    Hours/week
    4

  • Claire Parker

    TREASURER

    Total calculated
    $0
    Hours/week
    4

  • Luanne Dunham

    CORRESPONDING SECRETAR

    Total calculated
    $0
    Hours/week
    2

  • Bettina Sterling

    RECORDING SECRETARY

    Total calculated
    $0
    Hours/week
    2

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
2024
Filed
7 April 2025
IRS schema version
2024v5.1
Source object
202500989349300100

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