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← ST ANNS DONOR TR

Form 990 for tax year 2022

Filed by ST ANNS DONOR TR.

What the amendment changed

Compared with the return it replaced , filed 22 January 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Listed under a different title

  • Sr Mary Bader: CEO - Former then CEO - Until 1824
  • Sr Nancy Downing: Executive Director then CEO - From 1824

Totals

Total revenue
$224,758
Total expenses
$53,458
Contributions and grants received
$2,269
Grants paid
$0
Program service revenue
$0
Investment income
$222,489
Other revenue
$0
Total assets, end of year
$10,232,183
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$10,232,183
Program services expenses (Part IX)
$0
Management and general expenses
$53,458
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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.

  • 1f · All other contributions, gifts and grants

    $2,269

  • 3 · Investment income

    total $218,072 · excluded $218,072

  • 7a · Gross sales of assets other than inventory

    securities $1,127,487

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

    securities $1,123,070

  • 7c · Gain or loss

    securities $4,417

  • 7d · Net gain or loss

    total $4,417 · related or exempt $4,417

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $53,458 · management and general $53,458

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $485,427 · end of year $217,393

  • 11 · Investments: publicly traded securities

    beginning of year $8,776,435 · end of year $10,014,790

  • 27 · Net assets without donor restrictions

    beginning of year $9,204,121 · end of year $10,232,183

  • 28 · Net assets with donor restrictions

    beginning of year $57,741

Mission and programs · 2022

Mission

The Trust is organized to operate exclusively for the benefit of, and to carry out the purposes of St. Anns center for children, youth, and families, a 501(C)(3) organization. The trust is organized to hold, administer, and disburse donations and reserve fund accounts.

  • The Trust is organized to support St. Anns Center for Children, Youth, and Families.

As filed on the 2022 return.

Listed in Part VII

  • Sr Mary Bader

    CEO - Until 1824

    Total calculated
    $37,105
    From this org
    $0
    From related orgs
    $37,105
    Other
    $0
    Hours/week
    0.5 + 40 related

  • Patrick Selwood

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Carolyn Snyder McVie

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Tom Borger

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Mary Dee Clancy

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Anthony Cancelosi

    Chairman

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Sr Nancy Downing

    CEO - From 1824

    Total calculated
    $0
    Hours/week
    40

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
2022
Filed
19 March 2024
IRS schema version
2022v5.0
Source object
202410799349301031

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