Totals
- Total revenue
- $402,642
- Total expenses
- $146,339
- Contributions and grants received
- $0
- Grants paid
- $84,755
- Program service revenue
- $0
- Investment income
- $382,731
- Other revenue
- $19,911
- Total assets, end of year
- $4,598,656
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $4,598,656
- Program services expenses (Part IX)
- $84,755
- Management and general expenses
- $61,584
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $146,339
Program services were 57.9% 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 $152,274 · excluded $152,274
-
7a · Gross sales of assets other than inventory
securities $1,803,350
-
7b · Less cost or other basis and sales expenses
securities $1,572,893
-
7c · Gain or loss
securities $230,457
-
7d · Net gain or loss
total $230,457 · excluded $230,457
-
11d · All other revenue
total $19,911 · excluded $19,911
-
11e · Other revenue, total
$19,911
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $84,755 · program services $84,755
-
5 · Compensation of officers, directors and key employees
total $54,445 · management and general $54,445
-
11c · Fees: accounting
total $400 · management and general $400
-
22 · Depreciation, depletion and amortization
total $2,987 · management and general $2,987
-
24a · Other expenses: Foreign Taxes on Qualified Divs
-
24b · Other expenses: Foreign Taxes on Non Qualified Divs
-
24c · Other expenses: Foreign Taxes
-
24d · Other expenses: Mineral Int-Ad Valorem Tax
-
24e · All other expenses
total $3,752 · management and general $3,752
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $76,778 · end of year $153,787
-
11 · Investments: publicly traded securities
beginning of year $4,263,484 · end of year $4,444,850
-
15 · Other assets
beginning of year $19 · end of year $19
-
27 · Net assets without donor restrictions
beginning of year $4,340,281 · end of year $4,598,656
Mission and programs · 2025
Mission
TO PROVIDE FINANCIAL SUPPORT TO CARRIS HEALTH LLC
-
THE CUSHMAN ALBERT RICE TRUST DISTRIBUTES FUNDS TO CARRIS HEALTH LLC
Expenses $146,339 · Grants $84,755 · Revenue $402,642
As filed on the 2025 return.
Listed in Part VII
-
Jon C SaundersJON C SAUNDERS
CO-TRUSTEE
- Total calculated
- $0
-
Eric WeibergERIC WEIBERG
CO-TRUSTEE
- Total calculated
- $0
-
Old National Wealth MgmtOLD NATIONAL WEALTH MGMT
TRUSTEE
- Total calculated
- $54,445
- From this org
- $54,445
- From related orgs
- $0
- Other
- $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.
-
CARRIS HEALTH LLC
501(c)(3) · MEDICAL SERVICES
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 23 April 2026
- IRS schema version
- 2025v4.0
- Source object
- 202621139349301557
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