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Nonprofiteer
← ROSE MORGAN SCHOLARSHIP FUND

Form 990 for tax year 2023

Filed by ROSE MORGAN SCHOLARSHIP FUND.

Totals

Total revenue
$13,151
Total expenses
$19,941
Contributions and grants received
$10,000
Grants paid
$8,652
Program service revenue
$0
Investment income
$3,151
Other revenue
$0
Total assets, end of year
$1,220,883
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,220,883
Program services expenses (Part IX)
$8,652
Management and general expenses
$11,289
Fundraising expenses
$0
Program service expenses (Part III)
$8,652

Program services were 43.4% 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

    $10,000

  • 3 · Investment income

    total $32,467 · excluded $32,467

  • 7a · Gross sales of assets other than inventory

    securities $390,297

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

    securities $419,613

  • 7c · Gain or loss

    securities -$29,316

  • 7d · Net gain or loss

    total -$29,316 · excluded -$29,316

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $8,652 · program services $8,652

  • 5 · Compensation of officers, directors and key employees

    total $5,224 · management and general $5,224

  • 11c · Fees: accounting

    total $723 · management and general $723

  • 11f · Fees: investment management

    total $5,224 · management and general $5,224

  • 24e · All other expenses

    total $118 · management and general $118

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $29,877 · end of year $40,749

  • 11 · Investments: publicly traded securities

    beginning of year $1,219,551 · end of year $1,180,134

  • 28 · Net assets with donor restrictions

    beginning of year $1,249,428 · end of year $1,220,883

Mission and programs · 2023

Mission

TO PROVIDE GRANTS TO NEEDY STUDENTS OF HYMAN BRAND HEBREW ACADEMY

  • HYMAN BRAND HEBREW ACADEMY ATTN: AIRIONA MAXWELL, CFO 5801 W 115TH ST OVERLAND PARK, KS 66211

    Expenses $8,652 · Grants $8,652

As filed on the 2023 return.

Listed in Part VII

  • Carl Puritz

    CO-TRUSTEE

    Total calculated
    $0

  • Mark Mandelbaum

    CO-TRUSTEE

    Total calculated
    $0

  • Floyd Freiden

    CO-TRUSTEE

    Total calculated
    $0

  • Amanda Morgan

    CO-TRUSTEE

    Total calculated
    $0

  • Midwest Trust Company

    CO-TRUSTEE

    Total calculated
    $5,224
    From this org
    $5,224
    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

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2024
IRS schema version
2023v5.0
Source object
202401359349305400

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