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Nonprofiteer
← RFSW ENDOWMENT INC

Form 990 for tax year 2022

Filed by RFSW ENDOWMENT INC.

Totals

Total revenue
$512,417
Total expenses
$431,181
Contributions and grants received
$0
Grants paid
$399,985
Program service revenue
$0
Investment income
$512,417
Other revenue
$0
Total assets, end of year
$9,048,434
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$9,048,434
Program services expenses (Part IX)
$399,985
Management and general expenses
$31,196
Fundraising expenses
$0
Program service expenses (Part III)
$399,985

Program services were 92.8% 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 $258,463 · excluded $258,463

  • 7a · Gross sales of assets other than inventory

    securities $5,039,936

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

    securities $4,785,982

  • 7c · Gain or loss

    securities $253,954

  • 7d · Net gain or loss

    total $253,954 · excluded $253,954

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $399,985 · program services $399,985

  • 11f · Fees: investment management

    total $31,196 · management and general $31,196

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $9,494 · end of year $264,080

  • 12 · Investments: other securities

    beginning of year $11,068,417 · end of year $8,784,354

  • 27 · Net assets without donor restrictions

    beginning of year $3,162,478 · end of year $2,583,820

  • 28 · Net assets with donor restrictions

    beginning of year $7,915,433 · end of year $6,464,614

Mission and programs · 2022

Mission

TO SUPPORT AND BENEFIT RETINA FOUNDATION OF THE SOUTHWEST

  • DISTRIBUTION TO RETINA FOUNDATION OF THE SOUTHWEST

    Expenses $399,985 · Grants $399,985

As filed on the 2022 return.

Listed in Part VII

  • Lou Grabowsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Alex Cena

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jeff Yarckin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • William Hutton

    CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Steve Rogers

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Karl Csaky

    PRESIDENT

    Total calculated
    $343,597
    From this org
    $0
    From related orgs
    $329,453
    Other
    $14,144
    Hours/week
    1 + 29 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,453 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,908 related
    Nontaxable benefits
    $0 + $236 related
    Filer's total
    $0 + $343,597 related

  • Natalie Gilbert

    SECRETARY AND TREASURER

    Total calculated
    $144,443
    From this org
    $0
    From related orgs
    $129,564
    Other
    $14,879
    Hours/week
    2 + 39 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
15 November 2023
IRS schema version
2022v5.0
Source object
202333199349323808

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