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← H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST

Form 990 for tax year 2023

Filed by H ELDRIDGE AND LOUISE R HANNFORD CHARITABLE TRUST.

Totals

Total revenue
$300,450
Total expenses
$370,854
Contributions and grants received
$0
Grants paid
$316,200
Program service revenue
$0
Investment income
$300,450
Other revenue
$0
Total assets, end of year
$5,779,893
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$5,779,893
Program services expenses (Part IX)
$324,157
Management and general expenses
$46,697
Fundraising expenses
$0
Program service expenses (Part III)
$324,156

Program services were 87.4% 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 $158,474 · excluded $158,474

  • 7a · Gross sales of assets other than inventory

    securities $2,757,038

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

    securities $2,615,062

  • 7c · Gain or loss

    securities $141,976

  • 7d · Net gain or loss

    total $141,976 · excluded $141,976

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $316,200 · program services $316,200

  • 5 · Compensation of officers, directors and key employees

    total $53,044 · program services $7,957 · management and general $45,087

  • 11c · Fees: accounting

    total $1,410 · management and general $1,410

  • 24a · Other expenses: ATTORNEY GENERAL FEES

    total $200 · management and general $200

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $255,286 · end of year $264,142

  • 11 · Investments: publicly traded securities

    beginning of year $5,595,009 · end of year $5,515,750

  • 29 · Capital stock, trust principal or current funds

    beginning of year $5,850,296 · end of year $5,779,893

  • 31 · Retained earnings, endowment or other funds

    beginning of year -$1

Mission and programs · 2023

Mission

PROVIDE ANNUAL INCOME TO THE TWO CHARITABLE BENEFICIARIES 501 (c) (3) ESTABLISHED BY THE TRUST

  • CONVALESCENT HOSPITAL FOR CHILDREN

    Expenses $162,078 · Grants $158,100

  • CALVARY EPISCOPAL CHURCH

    Expenses $162,078 · Grants $158,100

As filed on the 2023 return.

Listed in Part VII

  • Fifth Third Bank Na

    TRUSTEE

    Total calculated
    $53,044
    From this org
    $53,044
    From related orgs
    $0
    Other
    $0

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

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
2023
Filed
21 November 2024
IRS schema version
2023v5.1
Source object
202433309349300888

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