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← TABITHA M DEVISCONTI RESIDENTIAL TRUST

Form 990 for tax year 2024

Filed by TABITHA M DEVISCONTI RESIDENTIAL TRUST.

Totals

Total revenue
$60,720
Total expenses
$27,445
Contributions and grants received
$0
Grants paid
$2,700
Program service revenue
$0
Investment income
$43,501
Other revenue
$17,219
Total assets, end of year
$1,941,537
Total liabilities, end of year
$3,500
Net assets or fund balances, end of year
$1,938,037
Program services expenses (Part IX)
$2,700
Management and general expenses
$24,745
Fundraising expenses
$0
Program service expenses (Part III)
$2,700

Program services were 9.8% 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 $43,501 · excluded $43,501

  • 6a · Gross rents

    real property $71,631

  • 6b · Less rental expenses

    real property $54,412

  • 6c · Rental income or loss

    real property $17,219

  • 6d · Net rental income or loss

    total $17,219 · excluded $17,219

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,700 · program services $2,700

  • 5 · Compensation of officers, directors and key employees

    total $3,500 · management and general $3,500

  • 11c · Fees: accounting

    total $6,518 · management and general $6,518

  • 11f · Fees: investment management

    total $14,427 · management and general $14,427

  • 24a · Other expenses: SHIPPING AND POSTAGE

    total $275 · management and general $275

  • 24b · Other expenses: BANK FEES AND CHARGES

    total $25 · management and general $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $70,971 · end of year $102,190

  • 2 · Savings and temporary cash investments

    beginning of year $14,149 · end of year $66,641

  • 10a · Land, buildings and equipment: cost or other basis

    $1,607,523

  • 10b · Land, buildings and equipment: accumulated depreciation

    $183,672

  • 10c · Land, buildings and equipment, net

    beginning of year $1,450,870 · end of year $1,423,851

  • 11 · Investments: publicly traded securities

    beginning of year $372,272 · end of year $348,855

  • 25 · Other liabilities

    beginning of year $3,500 · end of year $3,500

  • 29 · Capital stock, trust principal or current funds

    beginning of year $166,630 · end of year $166,630

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,738,132 · end of year $1,771,407

Mission and programs · 2024

Mission

FUNDING CHARITABLE ORGANIZATIONS

  • FUNDING PROVIDED TO FIVE CHARITABLE ORGANIZATIONS SERVING THE AREA. A LISTING IS ATTACHED. SEE SCHEDULE A, PART 1, LINE 12G.

    Expenses $2,700 · Grants $2,700 · Revenue $60,720

As filed on the 2024 return.

Listed in Part VII

  • BERT S SMITH III

    TRUSTEE

    Total calculated
    $3,500
    From this org
    $3,500
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

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

Provenance

Return type
form_990
Tax year
2024
Filed
25 June 2025
IRS schema version
2024v5.2
Source object
202542179349300404

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