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Nonprofiteer
← ST ANNS DONOR TR

Form 990 for tax year 2023

Filed by ST ANNS DONOR TR.

Totals

Total revenue
$250,823
Total expenses
$560,623
Contributions and grants received
$0
Grants paid
$500,000
Program service revenue
$0
Investment income
$250,823
Other revenue
$0
Total assets, end of year
$11,096,560
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$11,096,560
Program services expenses (Part IX)
$500,000
Management and general expenses
$60,623
Fundraising expenses
$0
Program service expenses (Part III)
$500,000

Program services were 89.2% 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 $250,823 · excluded $250,823

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $500,000 · program services $500,000

  • 11f · Fees: investment management

    total $60,623 · management and general $60,623

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $217,393 · end of year $438,598

  • 11 · Investments: publicly traded securities

    beginning of year $10,014,790 · end of year $10,657,962

  • 27 · Net assets without donor restrictions

    beginning of year $10,232,183 · end of year $11,096,560

Mission and programs · 2023

Mission

The Trust is organized to operate exclusively for the benefit of, and to carry out the purposes of St. Anns center for children, youth, and families, a 501(C)(3) organization. The trust is organized to hold, administer, and disburse donations and reserve fund accounts.

  • The Trust is organized to support St. Anns Center for Children, Youth, and Families.

    Expenses $500,000 · Grants $500,000

As filed on the 2023 return.

Listed in Part VII

  • Sr Nancy Downing

    CEO - From 1824

    Total calculated
    $88,243
    From this org
    $0
    From related orgs
    $88,243
    Other
    $0
    Hours/week
    40

  • Sr Mary Bader

    CEO - Until 1824

    Total calculated
    $21,645
    From this org
    $0
    From related orgs
    $21,645
    Other
    $0
    Hours/week
    0.5 + 40 related

  • Patrick Selwood

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Carolyn Snyder McVie

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 2 related

  • Mary Dee Clancy

    Trustee

    Total calculated
    $0
    Hours/week
    0.5 + 1 related

  • Tom Borger

    Trustee

    Total calculated
    $0
    Hours/week
    0.5

  • Anthony Cancelosi

    Chairman

    Total calculated
    $0
    Hours/week
    0.5 + 1 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

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
9 January 2025
IRS schema version
2023v6.0
Source object
202510159349302576

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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