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Nonprofiteer
← FRANK M HOUCK TRUST NO 4

Form 990 for tax year 2022

Filed by FRANK M HOUCK TRUST NO 4.

Totals

Total revenue
$757,724
Total expenses
$1,501,566
Contributions and grants received
$0
Grants paid
$1,318,651
Program service revenue
$0
Investment income
$577,088
Other revenue
$180,636
Total assets, end of year
$19,865,620
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$19,865,620
Program services expenses (Part IX)
$1,360,060
Management and general expenses
$141,506
Fundraising expenses
$0
Program service expenses (Part III)
$1,360,060

Program services were 90.6% 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 $660,787 · excluded $660,787

  • 7a · Gross sales of assets other than inventory

    securities $2,714,033

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

    securities $2,797,732

  • 7c · Gain or loss

    securities -$83,699

  • 7d · Net gain or loss

    total -$83,699 · excluded -$83,699

  • 11a · Other revenue: PARTNERSHIP INCOME

    total $180,636 · excluded $180,636

  • 11e · Other revenue, total

    $180,636

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,318,651 · program services $1,318,651

  • 5 · Compensation of officers, directors and key employees

    total $161,544 · program services $40,386 · management and general $121,158

  • 11c · Fees: accounting

    total $1,023 · program services $1,023

  • 11f · Fees: investment management

    total $12,535 · management and general $12,535

  • 24a · Other expenses: FOREIGN TAXES

    total $4,639 · management and general $4,639

  • 24b · Other expenses: ADR FEES

    total $73 · management and general $73

  • 24c · Other expenses: INVESTMENT EXPENSES

    total $147 · management and general $147

  • 24d · Other expenses: PARTNERSHIP EXPENSES

    total $2,954 · management and general $2,954

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $312 · end of year $458

  • 2 · Savings and temporary cash investments

    beginning of year $393,876 · end of year $355,029

  • 11 · Investments: publicly traded securities

    beginning of year $19,948,994 · end of year $19,510,133

  • 29 · Capital stock, trust principal or current funds

    beginning of year $20,343,182 · end of year $19,865,620

Mission and programs · 2022

Mission

THE ORGANIZATIONS MISSION IS TO SUPPORT JOHNS HOPKINS HOSPITAL

  • THE ORGANIZATIONS MISSION IS TO SUPPORT JOHNS HOPKINS HOSPITAL

    Expenses $1,360,060 · Grants $1,318,651

As filed on the 2022 return.

Listed in Part VII

  • RONALD R PETERSON

    ADMINISTRATIVE COMMITTEE MEMBER

    Total calculated
    $0

  • RONALD J WERTHMAN

    ADMINISTRATIVE COMMITTEE MEMBER

    Total calculated
    $0

  • TOM TRZCINSKI

    ADMINISTRATIVE COMMITTEE MEMBER

    Total calculated
    $0

  • KATE JOHNSON

    ADMINISTRATIVE COMMITTEE MEMBER

    Total calculated
    $0

  • BARBARA COLE

    ADMINISTRATIVE COMMITTE MEMBER

    Total calculated
    $0

  • WELLS FARGO BANK NA

    TRUSTEE

    Total calculated
    $161,544
    From this org
    $161,544
    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
2022
Filed
4 October 2023
IRS schema version
2022v5.0
Source object
202312829349300101

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