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Nonprofiteer
← GROVER C DALE M D MEDICAL RESEARCH TR

Form 990 for tax year 2023

Filed by GROVER C DALE M D MEDICAL RESEARCH TR.

Totals

Total revenue
$10,022
Total expenses
$541
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$10,022
Other revenue
$0
Total assets, end of year
$278,509
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$278,509
Program services expenses (Part IX)
$0
Management and general expenses
$541
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.

  • 3 · Investment income

    total $11,406 · excluded $11,406

  • 7a · Gross sales of assets other than inventory

    securities $415,334

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

    securities $416,718

  • 7c · Gain or loss

    securities -$1,384

  • 7d · Net gain or loss

    total -$1,384 · excluded -$1,384

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $541 · management and general $541

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $156,346 · end of year $30,278

  • 11 · Investments: publicly traded securities

    beginning of year $108,276 · end of year $248,231

  • 27 · Net assets without donor restrictions

    beginning of year $264,622 · end of year $278,509

Mission and programs · 2023

Mission

TO PROVIDE INCOME TO BE USED FOR MEDICAL RESEARCH AT THE SCHOOL OF MEDICINE OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL.

Activities or mission (Part I)

(SEE SCHEDULE O) TO PROVIDE INCOME TO BE USED FOR MEDICAL RESEARCH AT THE SCHOOL OF MEDICINE OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL.

  • TO DISTRIBUTE FUNDS TO THE SCHOOL OF MEDICINE OF THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL TO CONDUCT MEDICAL PROJECTS TO BE SELECTED BY THE DEAN OF THE MEDICAL SCHOOL.

As filed on the 2023 return.

Listed in Part VII

  • UNC HEALTH FOUNDATION INC

    TRUSTEE

    Total calculated
    $0
    Hours/week
    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

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
15 November 2024
IRS schema version
2023v5.1
Source object
202413209349311736

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