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Nonprofiteer
← NINA JEAN OBEL CHARITABLE TRUST

Form 990 for tax year 2024

Filed by NINA JEAN OBEL CHARITABLE TRUST.

Totals

Total revenue
$882,804
Total expenses
$381,033
Contributions and grants received
$0
Grants paid
$336,502
Program service revenue
$0
Investment income
$882,804
Other revenue
$0
Total assets, end of year
$1,924,991
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,924,991
Program services expenses (Part IX)
$336,502
Management and general expenses
$44,531
Fundraising expenses
$0
Program service expenses (Part III)
$336,502

Program services were 88.3% 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 $48,501 · excluded $48,501

  • 7a · Gross sales of assets other than inventory

    securities $2,301,120

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

    securities $1,466,817

  • 7c · Gain or loss

    securities $834,303

  • 7d · Net gain or loss

    total $834,303 · excluded $834,303

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $336,502 · program services $336,502

  • 5 · Compensation of officers, directors and key employees

    total $17,196 · management and general $17,196

  • 11c · Fees: accounting

    total $4,010 · management and general $4,010

  • 11f · Fees: investment management

    total $22,149 · management and general $22,149

  • 20 · Interest

    total $306 · management and general $306

  • 24a · Other expenses: OTHER DEDUCTIONS FROM P

    total $519 · management and general $519

  • 24b · Other expenses: FOREIGN TAXES ON DIVIDE

    total $294 · management and general $294

  • 24c · Other expenses: BANK CHARGES

    total $57 · management and general $57

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $26,553 · end of year $28,789

  • 2 · Savings and temporary cash investments

    beginning of year $14,166 · end of year $16,758

  • 4 · Accounts receivable

    beginning of year $1,325 · end of year $90

  • 11 · Investments: publicly traded securities

    beginning of year $1,080,299 · end of year $1,774,480

  • 12 · Investments: other securities

    beginning of year $300,877 · end of year $104,874

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,423,220 · end of year $1,924,991

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2024

Mission

TO SUPPORT THE EFFORTS OF CHARITABLE CHRISTIAN ORGANIZATIONS THAT QUALIFY AS PUBLIC CHARITIES.

  • DONATIONS MADE TO PUBLIC CHRISTIAN CHARITIES IN ORDER TO SUPPORT EVANGELISM, EDUCATION AND MISSIONARY ACTIVITIES.

    Expenses $336,502 · Grants $336,502

As filed on the 2024 return.

Listed in Part VII

  • Hal Habecker

    TRUSTEE

    Total calculated
    $17,196
    From this org
    $17,196
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

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
9 May 2025
IRS schema version
2024v5.1
Source object
202541339349302934

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