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← SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR

Form 990 for tax year 2023

Filed by SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TR.

Totals

Total revenue
$48,302
Total expenses
$52,703
Contributions and grants received
$0
Grants paid
$50,000
Program service revenue
$0
Investment income
$48,302
Other revenue
$0
Total assets, end of year
$1,160,372
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,160,372
Program services expenses (Part IX)
$50,000
Management and general expenses
$2,703
Fundraising expenses
$0
Program service expenses (Part III)
$50,000

Program services were 94.9% 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 $47,221 · excluded $47,221

  • 7a · Gross sales of assets other than inventory

    securities $421,343

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

    securities $420,262

  • 7c · Gain or loss

    securities $1,081

  • 7d · Net gain or loss

    total $1,081 · related or exempt $1,081

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 11c · Fees: accounting

    total $2,000 · management and general $2,000

  • 11f · Fees: investment management

    total $703 · management and general $703

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $503 · end of year $22,527

  • 11 · Investments: publicly traded securities

    beginning of year $1,164,270 · end of year $1,137,845

  • 27 · Net assets without donor restrictions

    beginning of year $1,164,773 · end of year $1,160,372

Mission and programs · 2023

Mission

SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TRUST SUPPORTS THE CHARITABLE AND EDUCATIONAL PURPOSES OF SUSQUEHANNA UNIVERSITY, SPECIFICALLY FOR THE SIGMUND WEIS SCHOOL OF BUSINESS AT SUSQUEHANNA UNIVERSITY.

  • SUSQUEHANNA UNIVERSITY AND ORTENZIO CHARITABLE TRUST SUPPORTS THE CHARITABLE AND EDUCATIONAL PURPOSES OF SUSQUEHANNA UNIVERSITY, SPECIFICALLY FOR THE SIGMUND WEIS SCHOOL OF BUSINESS AT SUSQUEHANNA UNIVERSITY.

    Expenses $50,000 · Grants $50,000

As filed on the 2023 return.

Listed in Part VII

  • Melissa Komora

    TRUSTEE

    Total calculated
    $293,499
    From this org
    $0
    From related orgs
    $264,857
    Other
    $28,642
    Hours/week
    0.1 + 55 related

    Schedule J breakdown matched by us

    Base
    not reported + $212,863 related
    Bonus
    not reported + $18,556 related
    Other
    not reported + $33,438 related
    Deferred
    not reported + $22,646 related
    Nontaxable benefits
    not reported + $5,996 related
    Filer's total
    not reported + $293,499 related

  • James Dunlop

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1 + 1 related

  • Martin J Ortenzio

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.1

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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
21 October 2024
IRS schema version
2023v5.0
Source object
202423069349300532

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