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← MIZELL SENIOR CENTER ENDOWMENT FUND

Form 990 for tax year 2022

Filed by MIZELL SENIOR CENTER ENDOWMENT FUND.

Totals

Total revenue
$26,217
Total expenses
$15,773
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$26,217
Other revenue
$0
Total assets, end of year
$1,167,165
Total liabilities, end of year
$25,124
Net assets or fund balances, end of year
$1,142,041
Program services expenses (Part IX)
$0
Management and general expenses
$15,773
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 $32,097 · excluded $32,097

  • 7a · Gross sales of assets other than inventory

    securities $9,986

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

    securities $15,866

  • 7c · Gain or loss

    securities -$5,880

  • 7d · Net gain or loss

    total -$5,880 · related or exempt -$5,880

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $11,034 · management and general $11,034

  • 11g · Fees: other

    total $1,525 · management and general $1,525

  • 23 · Insurance

    total $3,214 · management and general $3,214

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1 · end of year $1

  • 2 · Savings and temporary cash investments

    beginning of year $14,791 · end of year $14,797

  • 15 · Other assets

    beginning of year $1,118,781 · end of year $1,152,367

  • 25 · Other liabilities

    beginning of year $26,619 · end of year $25,124

  • 27 · Net assets without donor restrictions

    beginning of year $1,078,909 · end of year $1,113,996

  • 28 · Net assets with donor restrictions

    beginning of year $28,045 · end of year $28,045

Mission and programs · 2022

Mission

THE MIZELL SENIOR CENTER ENDOWMENT FUND WAS ORGANIZED TO FUND CHARITABLE SERVICES FOR SENIORS IN THE PALM SPRINGS AREA THROUGH THE MIZELL CENTER (AN AFFILIATED 501(C)(3) ORGANIZATION).

Activities or mission (Part I)

THE MIZELL SENIOR CENTER ENDOWMENT FUND WAS ORGANIZED TO FUND THE CHARITABLE SERVICES FOR SENIORS IN THE PALM SPRINGS AREA THROUGH THE MIZELL CENTER (AN AFFILIATED 501(C)(3) ORGANIZATION).

  • SENIOR SERVICES: TO FUND SENIOR SERVICES AND ACTIVITIES THROUGH THE MIZELL CENTER (AN AFFILIATED 501(C)(3) ORGANIZATION). PROGRAMS SUPPORTED BY MIZELL CENTER INCLUDES MEALS ON WHEELS, CONGREGATE LUNCHES, BRIDGE, AND OTHER SENIOR ACTIVITIES.

As filed on the 2022 return.

Listed in Part VII

  • Mark Marshall

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2 + 0.25 related

  • Brian Wachs CPA

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Brian Chavarin

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Craig Borba EdD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 0.5 related

  • Lisa Kazandjian

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 0.5 related

  • Nila Tatum

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    0.25 + 0.5 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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
8 January 2024
IRS schema version
2022v5.0
Source object
202440169349303314

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