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Nonprofiteer
← JOSEPH AND LORRAINE STOTLAND CHARITABLE TR

Form 990 for tax year 2022

Filed by JOSEPH AND LORRAINE STOTLAND CHARITABLE TR.

Totals

Total revenue
$267,407
Total expenses
$276,252
Contributions and grants received
$0
Grants paid
$227,277
Program service revenue
$0
Investment income
$267,407
Other revenue
$0
Total assets, end of year
$4,567,193
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,567,193
Program services expenses (Part IX)
$227,277
Management and general expenses
$48,975
Fundraising expenses
$0
Program service expenses (Part III)
$227,277

Program services were 82.3% 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 $90,704 · excluded $90,704

  • 7a · Gross sales of assets other than inventory

    securities $1,071,957

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

    securities $895,254

  • 7c · Gain or loss

    securities $176,703

  • 7d · Net gain or loss

    total $176,703 · excluded $176,703

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $227,277 · program services $227,277

  • 11c · Fees: accounting

    total $1,200 · management and general $1,200

  • 11f · Fees: investment management

    total $47,651 · management and general $47,651

  • 24a · Other expenses: FOREIGN TAX

    total $119 · management and general $119

  • 24b · Other expenses: DIVIDEND CHARGE

    total $5 · management and general $5

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $134,131 · end of year $115,960

  • 11 · Investments: publicly traded securities

    beginning of year $4,441,907 · end of year $4,451,233

  • 29 · Capital stock, trust principal or current funds

    beginning of year $4,533,013 · end of year $4,542,795

  • 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 $43,025 · end of year $24,398

Mission and programs · 2022

Mission

PROVIDES FUNDS TO DEBORAH HOSPITAL FOUNDATION

Activities or mission (Part I)

TRUST QUALIFIES AS A SUPPORTING ORGANIZATION. ENTIRE NET INCOME IS DISTRIBUTED TO DEBORAH HOSPITAL FOUNDATION. DISTRIBUTIONS OR GRANTS TO OTHERS, EXCEPT FOR THE SUBSTITUTE BENEFICIARY IN THE EVENT DEBORAH HOSPITAL FOUNDATION CEASES TO EXIST OR FAILS TO QUALIFY UNDER IRS 501(C)(3), ARE NOT PERMITTED.

  • IN ACCORDANCE WITH ITEM FIFTH B OF THE TRUST'S GOVERNING INSTRUMENT, THE TRUST MADE DISTRIBUTIONS TO THE "CHILDREN OF THE WORLD FUND" OF DEBORAH HOSPITAL FOUNDATION WHICH IS FOR THE TREATMENT OF CHILDREN WITH CONGENITAL HEART DISEASES.

    Expenses $227,277 · Grants $227,277

As filed on the 2022 return.

Listed in Part VII

  • JOSEPH R MANNI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • THE BRYN MAWR TRUST COMPANY

    TRUSTEE

    Total calculated
    $47,651
    From this org
    $47,651
    From related orgs
    $0
    Other
    $0
    Hours/week
    8

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

  • DEBORAH HOSPITAL FOUNDATION

    $0

    TO PROVIDE FUNDING FOR THE CHILDREN OF THE WORLD FUND OF DEBORAH HOSPITAL FOUNDATION WHICH PROVIDES CARE FOR CHILDREN WHO SUFFER FROM CONGENITAL HEART DISEASE

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202313139349301701

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