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Nonprofiteer
← WEAVER-PARRISH CHARITABLE TRUST

Form 990 for tax year 2023

Filed by WEAVER-PARRISH CHARITABLE TRUST.

Totals

Total revenue
$154,788
Total expenses
$277,952
Contributions and grants received
$0
Grants paid
$236,008
Program service revenue
$0
Investment income
$141,434
Other revenue
$13,354
Total assets, end of year
$4,275,406
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,275,406
Program services expenses (Part IX)
$267,395
Management and general expenses
$10,557
Fundraising expenses
$0
Program service expenses (Part III)
$267,395

Program services were 96.2% 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 $138,950 · related or exempt $138,950

  • 5 · Royalties

    total $13,354 · related or exempt $13,354

  • 7a · Gross sales of assets other than inventory

    securities $648,394

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

    securities $645,910

  • 7c · Gain or loss

    securities $2,484

  • 7d · Net gain or loss

    total $2,484 · related or exempt $2,484

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $236,008 · program services $236,008

  • 11f · Fees: investment management

    total $26,578 · program services $23,353 · management and general $3,225

  • 11g · Fees: other

    total $9,000 · program services $6,030 · management and general $2,970

  • 13 · Office expenses

    total $1,191 · program services $798 · management and general $393

  • 16 · Occupancy

    total $1,800 · program services $1,206 · management and general $594

  • 24a · Other expenses: Bond premium amortization

    total $2,420 · management and general $2,420

  • 24b · Other expenses: Property tax

    total $955 · management and general $955

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $9 · end of year $9

  • 2 · Savings and temporary cash investments

    beginning of year $71,559 · end of year $65,263

  • 10a · Land, buildings and equipment: cost or other basis

    $7,642

  • 10c · Land, buildings and equipment, net

    beginning of year $7,642 · end of year $7,642

  • 11 · Investments: publicly traded securities

    beginning of year $4,319,360 · end of year $4,202,492

  • 29 · Capital stock, trust principal or current funds

    beginning of year $915,011 · end of year $915,011

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,483,559 · end of year $3,360,395

Mission and programs · 2023

Mission

Provide assistance to other tax-exempt organizations that benefit needy and underprivileged individuals.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $267,395 · Grants $236,008

As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Harry W Gamble

    Board Chairman

    Total calculated
    $0
    Hours/week
    1

  • John Pilcher

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Ralph N Hobbs

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • Allen Reeves

    Board Member

    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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202433119349302683

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.