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← HEALTH EDUCATION FOUNDATION OF EASTERN CAROLINA INC PORT RETIREME

Form 990 for tax year 2023

Filed by HEALTH EDUCATION FOUNDATION OF EASTERN CAROLINA INC PORT RETIREME.

Totals

Total revenue
$11,637
Total expenses
$9,319
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$11,637
Other revenue
$0
Total assets, end of year
$203,773
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$203,773
Program services expenses (Part IX)
$7,234
Management and general expenses
$2,085
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 77.6% 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 $7,859 · excluded $7,859

  • 7a · Gross sales of assets other than inventory

    securities $17,739

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

    securities $13,961

  • 7c · Gain or loss

    securities $3,778

  • 7d · Net gain or loss

    total $3,778 · excluded $3,778

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,234 · program services $7,234

  • 11f · Fees: investment management

    total $2,085 · management and general $2,085

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $2,533 · end of year $8,389

  • 11 · Investments: publicly traded securities

    beginning of year $198,922 · end of year $195,384

  • 29 · Capital stock, trust principal or current funds

    beginning of year $201,455 · end of year $203,773

Mission and programs · 2023

Mission

TO PROVIDE HEALTH BENEFITS FOR RETIREES OF THE HEALTH EDUCATION FOUNDATION OF EASTERN NC

  • HEALTH BENEFITS PAID TO RETIREES OF THE HEALTH EDUCATION FOUNDATION OF EASTERN, NC

As filed on the 2023 return.

Listed in Part VII

  • DEBBY FUTRELL

    TRUSTEE

    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

No itemized grants to organizations 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
9 September 2024
IRS schema version
2023v5.1
Source object
202433059349302853

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