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Nonprofiteer
← LEE GUARDIANSHIP SERVICES INC

Form 990 for tax year 2022

Filed by LEE GUARDIANSHIP SERVICES INC.

Totals

Total revenue
$195,161
Total expenses
$277,238
Contributions and grants received
$309,294
Grants paid
$118,285
Program service revenue
$110,526
Investment income
-$18,986
Other revenue
-$205,673
Total assets, end of year
$1,325,123
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,325,123
Program services expenses (Part IX)
$277,238
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$277,238

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

    $309,294

  • 2a · Program service revenue: TRUSTEE INCOME

    total $56,433 · related or exempt $56,433

  • 2b · Program service revenue: SERVICE INCOME

    total $54,093 · related or exempt $54,093

  • 3 · Investment income

    total $22,732 · related or exempt $22,732

  • 7a · Gross sales of assets other than inventory

    securities $401,881

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

    securities $443,599

  • 7c · Gain or loss

    securities -$41,718

  • 7d · Net gain or loss

    total -$41,718 · related or exempt -$41,718

  • 11a · Other revenue: NONDIVIDNED DISTRIBUTI

    total $32 · related or exempt $32

  • 11b · Other revenue: UNREALIZED LOSS ON SEC

    total -$205,705 · related or exempt -$205,705

  • 11e · Other revenue, total

    -$205,673

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $101,500 · program services $101,500

  • 2 · Grants to domestic individuals

    total $16,785 · program services $16,785

  • 11b · Fees: legal

    total $138,751 · program services $138,751

  • 11c · Fees: accounting

    total $8,745 · program services $8,745

  • 11f · Fees: investment management

    total $10,026 · program services $10,026

  • 13 · Office expenses

    total $629 · program services $629

  • 24a · Other expenses: FOREIGN TAX PAID

    total $802 · program services $802

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $76,099 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $179,277 · end of year $197,099

  • 11 · Investments: publicly traded securities

    beginning of year $1,083,802 · end of year $1,128,024

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 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 $1,339,178 · end of year $1,325,123

Mission and programs · 2022

Mission

TRUST AND FIDUCIARY SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DISABLED INDIVIDUALS.

Activities or mission (Part I)

TRUST AND FIDUCIARY SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, THE MENTALLY ILL AND THE DISABLED.

  • TRUST AND FIDUCIARY ADMINISTRATION FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS NEEDING GUARDIANSHIP SERVICES.

    Expenses $260,453 · Grants $101,500 · Revenue -$114,133

  • GUARDIANSHIP SERVICES FOR THE BENEFIT OF INDIGENT ELDERS, MENTALLY ILL AND DEVELOPMENTALLY DISABLED INDIVIDUALS.

    Expenses $16,785 · Grants $16,785

As filed on the 2022 return.

Listed in Part VII

  • Lance M McKinney

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Philip V Howard

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Heidi M Brown

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Debra J Aikens

    SECRETARY

    Total calculated
    $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
26 June 2023
IRS schema version
2022v5.0
Source object
202321879349301232

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