Totals
- Total revenue
- $231,208
- Total expenses
- $34,267
- Contributions and grants received
- $0
- Grants paid
- $25,000
- Program service revenue
- $0
- Investment income
- $231,208
- Other revenue
- $0
- Total assets, end of year
- $1,750,712
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $1,750,712
- Program services expenses (Part IX)
- $25,000
- Management and general expenses
- $9,267
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 73.0% 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 $42,099 · excluded $42,099
-
7a · Gross sales of assets other than inventory
securities $479,361
-
7b · Less cost or other basis and sales expenses
securities $290,252
-
7c · Gain or loss
securities $189,109
-
7d · Net gain or loss
total $189,109 · excluded $189,109
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $25,000 · program services $25,000
-
11c · Fees: accounting
total $2,010 · management and general $2,010
-
11f · Fees: investment management
total $7,171 · management and general $7,171
-
11g · Fees: other
total $86 · management and general $86
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $121,977 · end of year $137,356
-
11 · Investments: publicly traded securities
beginning of year $1,446,484 · end of year $1,604,878
-
15 · Other assets
beginning of year $7,807 · end of year $8,478
-
27 · Net assets without donor restrictions
beginning of year $196,132 · end of year $232,672
-
28 · Net assets with donor restrictions
beginning of year $1,380,136 · end of year $1,518,040
Mission and programs · 2022
Mission
TO SUPPORT ORGANIZATIONS DEVOTED TO CARING FOR AND ASSISTING SENIOR CITIZENS.
-
TO HOLD INVESTMENTS AND DISBURSE THE INCOME TO CHARITABLE ORGANIZATIONS AS INSTRUCTED BY THE BOARD OF DIRECTORS.
-
TO HOLD INVESTMENTS AND DISBURSE THE INCOME TO CHARITABLE ORGANIZATIONS AS INSTRUCTED BY THE BOARD OF DIRECTORS.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
John BolhouseJOHN BOLHOUSE
DIRECTOR
- Total calculated
- $0
-
Rachel Mitchell ColeRACHEL MITCHELL COLE
VICE PRESIDE
- Total calculated
- $0
-
Diana EckertDIANA ECKERT
DIRECTOR
- Total calculated
- $0
-
Joel MitchellJOEL MITCHELL
DIRECTOR
- Total calculated
- $0
-
Henry R SmitterHENRY R SMITTER
PRESIDENT/SE
- Total calculated
- $0
-
Jacki StullJACKI STULL
DIRECTOR
- Total calculated
- $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
-
$25,000
RESIDENTIAL, ASSIST
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 28 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343469349301359
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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