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Nonprofiteer
← RONALD MCDONALD HOUSE TRUST FUND

Form 990 for tax year 2023

Filed by RONALD MCDONALD HOUSE TRUST FUND.

Totals

Total revenue
$179,619
Total expenses
$24,276
Contributions and grants received
$120,000
Grants paid
$0
Program service revenue
$0
Investment income
$59,619
Other revenue
$0
Total assets, end of year
$3,713,266
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,713,266
Program services expenses (Part IX)
$0
Management and general expenses
$24,276
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.

  • 1d · Related organizations

    $120,000

  • 3 · Investment income

    total $90,993 · excluded $90,993

  • 7a · Gross sales of assets other than inventory

    securities $594,628

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

    securities $626,002

  • 7c · Gain or loss

    securities -$31,374

  • 7d · Net gain or loss

    total -$31,374 · excluded -$31,374

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $24,276 · management and general $24,276

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $121,147 · end of year $84,833

  • 4 · Accounts receivable

    beginning of year $6,108 · end of year $11,837

  • 11 · Investments: publicly traded securities

    beginning of year $2,899,756 · end of year $3,616,596

  • 27 · Net assets without donor restrictions

    beginning of year $1,931,487 · end of year $2,420,287

  • 28 · Net assets with donor restrictions

    beginning of year $1,095,524 · end of year $1,292,979

Mission and programs · 2023

Mission

THE TRUST FUND WAS CREATED TO RECEIVE, HOLD, PRESERVE, AND INVEST CASH AND OTHER ASSETS FOR THE ULTIMATE BENEFIT OF RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS, INC. IN OPERATION OF THE HOUSE.

Activities or mission (Part I)

THE FUND INVESTS CASH AND OTHER ASSETS FOR THE BENEFIT OF THE RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS. INC.

  • THE TRUST FUND WAS CREATED TO RECEIVE, HOLD, PRESERVE, AND INVEST CASH AND OTHER ASSETS FOR THE ULTIMATE BENEFIT OF RONALD MCDONALD HOUSE CHARITIES OF THE BLUEGRASS, INC. IN OPERATION OF THE HOUSE. THE HOUSE PROVIDES TEMPORARY HOUSING FOR CHILDREN, WHO ARE AFFLICTED WITH SERIOUS PHYSICAL AND MENTAL DISEASES OR DISORDERS, AND THEIR FAMILIES DURING THEIR PERIOD OF TREATMENT.

As filed on the 2023 return.

Listed in Part VII

  • Charles Rowland

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Claudia Healy

    PAST-PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Ryan Graham

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Allison Helsinger

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Max Smith

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • Nathan Graham

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $126,537
    From this org
    $0
    From related orgs
    $112,136
    Other
    $14,401
    Hours/week
    1 + 40 related

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
20 August 2024
IRS schema version
2023v5.1
Source object
202432539349301163

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