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← MORTON F PLANT HOSPITAL TRUST 0412 FIRST NATIONAL BANK TTEE TRUST DEP

Form 990 for tax year 2022

Filed by MORTON F PLANT HOSPITAL TRUST 0412 FIRST NATIONAL BANK TTEE TRUST DEP.

Totals

Total revenue
$133,656
Total expenses
$58,585
Contributions and grants received
$0
Grants paid
$30,654
Program service revenue
$0
Investment income
$133,656
Other revenue
$0
Total assets, end of year
$2,214,997
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,214,997
Program services expenses (Part IX)
$30,654
Management and general expenses
$27,931
Fundraising expenses
$0
Program service expenses (Part III)
$30,654

Program services were 52.3% 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 $60,181 · excluded $60,181

  • 7a · Gross sales of assets other than inventory

    securities $536,921

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

    securities $463,446

  • 7c · Gain or loss

    securities $73,475

  • 7d · Net gain or loss

    total $73,475 · excluded $73,475

  • 11a · Other revenue: MISC REFUND OF FEES

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $30,654 · program services $30,654

  • 5 · Compensation of officers, directors and key employees

    total $24,694 · management and general $24,694

  • 11c · Fees: accounting

    total $1,300 · management and general $1,300

  • 24a · Other expenses: FOREIGN TAXES

    total $1,229 · management and general $1,229

  • 24b · Other expenses: INVESTMENT EXPENSES

    total $708 · management and general $708

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $44,259 · end of year $45,767

  • 11 · Investments: publicly traded securities

    beginning of year $2,096,635 · end of year $2,169,230

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,140,894 · end of year $2,214,997

Mission and programs · 2022

Mission

DISTRIBUTE THE ENTIRE NET INCOME OF THE TRUST IN SUPPORT OF THE MORTON PLANT MEASE FOUNDATION FOR THE SOLE USE AND BENEFIT OF THE CHARITABLE PURPOSES OF THE MORTON F PLANT HOSPITALS

  • TO PROVIDE FINANCIAL SUPPORT TO THE MORTON F PLANT HOSPITALS THROUGH DONATION TO THE MORTON PLANT MEASE FOUNDATION (FORMERLY KNOWN AS THE WEST COAST HOSPITAL ASSOCIATION).

    Expenses $30,654 · Grants $30,654

As filed on the 2022 return.

Listed in Part VII

  • Regions Bank

    TRUSTEE

    Total calculated
    $24,694
    From this org
    $24,694
    From related orgs
    $0
    Other
    $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

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
19 April 2023
IRS schema version
2022v5.0
Source object
202331309349302533

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