Form 990 for tax year 2023
Filed by SECURITY MUTUAL LIFE INSURANCE COMPANY FLOOD RELIEF CHARITABLE TR.
Totals
- Total revenue
- $485,942
- Total expenses
- $335,303
- Contributions and grants received
- $290,436
- Grants paid
- $305,495
- Program service revenue
- $0
- Investment income
- $22,001
- Other revenue
- $173,505
- Total assets, end of year
- $714,880
- Total liabilities, end of year
- $23,618
- Net assets or fund balances, end of year
- $691,262
- Program services expenses (Part IX)
- $305,614
- Management and general expenses
- $29,689
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $305,614
Program services were 91.1% 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
$290,436
-
1g · Noncash contributions included above
$5,313
-
3 · Investment income
total $22,001 · related or exempt $22,001
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$292,729
-
8b · Fundraising events: direct expenses
$116,330
-
8c · Net income from fundraising events
total $176,399 · excluded $176,399
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$7,400
-
10b · Cost of goods sold
$10,294
-
10c · Net income from sales of inventory
total -$2,894 · related or exempt -$2,894
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $305,495 · program services $305,495
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $9 · management and general $9
-
11c · Fees: accounting
total $11,013 · management and general $11,013
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $11,251 · management and general $11,251
-
13 · Office expenses
total $7,535 · program services $119 · management and general $7,416
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $304,814 · end of year $448,924
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $77,122 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
beginning of year $164,807 · end of year $256,239
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $9,717 · end of year $9,717
-
17 · Accounts payable and accrued expenses
beginning of year $8,037 · end of year $7,618
-
25 · Other liabilities
beginning of year $7,800 · end of year $16,000
-
27 · Net assets without donor restrictions
beginning of year $534,514 · end of year $688,825
-
28 · Net assets with donor restrictions
beginning of year $6,109 · end of year $2,437
Mission and programs · 2023
Mission
THROUGH ITS SOCK OUT CANCER INITIATVE, TO ASSIST FINANCIALLY DISTRESSED CANCER PATIENTS AND THEIR FAMILIES PAY FOR NON-MEDICAL NECESSITIES SUCH AS FOOD, TRANSPORTATION AND HOUSING; AS WELL AS TO RAISE PUBLIC AWARENESS OF THE FINANICAL DIFFICULTIES THAT FAMILIES AFFLICTED BY CANCER FACE.
-
THE SECURITY MUTUAL LIFE FOUNDATION THROUGH SOCK OUT CANCER, LLC, AND THE SOCK OUT CANCER INITIATIVE, PROVIDE GRANTS TO HOSPITAL FOUNDATIONS AND OTHER AFFILIATED CHARITABLE ORGANIZATIONS TO ASSIST FINANCIALLY DISTRESSED CANCER PATIENTS AND THEIR FAMILIIES PAY FOR NON-MEDICAL NECESSITIES SUCH AS FOOD, TRANSPORTATION AND HOUSING SO PATIENTS CAN FOCUS THEIR ENERGY ON FIGHTING CANCER.
Expenses $305,614 · Grants $305,495
As filed on the 2023 return.
Listed in Part VII
-
BRUCE BOYEA
Trustee
- Total calculated
- $0
- Hours/week
- 10
-
KIRK R GRAVELY
Trustee
- Total calculated
- $0
- Hours/week
- 10
-
KEVIN MCKEOWN
Trustee
- Total calculated
- $0
- Hours/week
- 10
-
FREDERICK L WORTMAN
Trustee
- Total calculated
- $0
- Hours/week
- 10
-
MARY WARD
Trustee
- Total calculated
- $0
- Hours/week
- 10
-
JEFFREY M JACOBS
OFFICER
- Total calculated
- $0
- Hours/week
- 10
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
-
$71,428
FUNDING DISTRESSED CANCER FAMILIES
-
$57,428
FUNDING DISTRESSED CANCER FAMILIES
-
$34,005
FUNDING DISTRESSED CANCER FAMILIES
-
$30,000
FUNDING DISTRESSED CANCER FAMILIES
-
$30,000
FUNDING DISTRESSED CANCER FAMILIES
-
$30,000
FUNDING DISTRESSED CANCER FAMILIES
-
$10,000
FUNDING DISTRESSED CANCER FAMILIES
-
$7,500
FUNDING DISTRESSED CANCER FAMILIES
-
$7,500
FUNDING DISTRESSED CANCER FAMILIES
-
$7,500
FUNDING DISTRESSED CANCER FAMILIES
The 10 largest by cash amount. The API serves every itemized grant.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
SOCK OUT CANCER LLC
FUNDING DISTRESSED CANCER FAMILIES · NY · income $575,524 · assets $712,323
Directly controlled by SECURITY MUTUAL LIFE FOUNDATION
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SECURITY MUTUAL LIFE INSURANCE CO OF NY
C corp · INSURANCE COMPANY · NY
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423129349303052
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