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← ROSE W DRUCKER RESIDUAL TR UW

Form 990 for tax year 2024

Filed by ROSE W DRUCKER RESIDUAL TR UW.

Totals

Total revenue
$143,046
Total expenses
$86,046
Contributions and grants received
$0
Grants paid
$65,130
Program service revenue
$0
Investment income
$143,046
Other revenue
$0
Total assets, end of year
$1,235,616
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,235,616
Program services expenses (Part IX)
$67,944
Management and general expenses
$18,102
Fundraising expenses
$0
Program service expenses (Part III)
$67,944

Program services were 79.0% 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 $32,705 · excluded $32,705

  • 7a · Gross sales of assets other than inventory

    securities $872,873

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

    securities $762,532

  • 7c · Gain or loss

    securities $110,341

  • 7d · Net gain or loss

    total $110,341 · excluded $110,341

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $65,130 · program services $65,130

  • 5 · Compensation of officers, directors and key employees

    total $18,762 · program services $2,814 · management and general $15,948

  • 11c · Fees: accounting

    total $1,470 · management and general $1,470

  • 24a · Other expenses: FEDERAL TAXES PAID

    total $484 · management and general $484

  • 24b · Other expenses: OHIO CHARITABLE REGISTRATION FEE

    total $200 · management and general $200

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 $58,429 · end of year $47,852

  • 11 · Investments: publicly traded securities

    beginning of year $1,120,085 · end of year $1,187,763

  • 29 · Capital stock, trust principal or current funds

    beginning of year $1,178,515 · end of year $1,235,616

Mission and programs · 2024

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES IN THE GOVERNING DOCUMENT

  • JEWISH HOME OF CINCINNATI

    Expenses $5,878 · Grants $5,634

  • BON SECOURS MERCY HEALTH FOUNDATION

    Expenses $5,877 · Grants $5,634

  • NATIONAL JEWISH HEALTH

    Expenses $5,877 · Grants $5,634

  • Expenses $50,312 · Grants $48,228

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • FIFTH THIRD BANK NA

    TRUSTEE

    Total calculated
    $18,763
    From this org
    $18,763
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

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
2024
Filed
22 April 2025
IRS schema version
2024v5.1
Source object
202501149349301520

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

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