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Nonprofiteer
← HOWARD & ETHEL ROSS TR UA 2

Form 990 for tax year 2023

Filed by HOWARD & ETHEL ROSS TR UA 2.

Totals

Total revenue
$122,239
Total expenses
$192,972
Contributions and grants received
$0
Grants paid
$69,153
Program service revenue
$0
Investment income
$122,239
Other revenue
$0
Total assets, end of year
$4,626,200
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,626,200
Program services expenses (Part IX)
$131,062
Management and general expenses
$61,910
Fundraising expenses
$0
Program service expenses (Part III)
$131,062

Program services were 67.9% 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 $140,486 · excluded $140,486

  • 7a · Gross sales of assets other than inventory

    securities $1,952,794

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

    securities $1,971,041

  • 7c · Gain or loss

    securities -$18,247

  • 7d · Net gain or loss

    total -$18,247 · related or exempt -$18,247

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $69,153 · program services $69,153

  • 5 · Compensation of officers, directors and key employees

    total $109,156 · program services $54,578 · management and general $54,578

  • 11c · Fees: accounting

    total $3,400 · program services $1,700 · management and general $1,700

  • 11f · Fees: investment management

    total $8,497 · program services $4,248 · management and general $4,249

  • 11g · Fees: other

    total $2,766 · program services $1,383 · management and general $1,383

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $46,217 · end of year $110,818

  • 11 · Investments: publicly traded securities

    beginning of year $4,650,716 · end of year $4,515,382

  • 27 · Net assets without donor restrictions

    beginning of year $4,696,933 · end of year $4,626,200

Mission and programs · 2023

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE FUNDING FOR SCHOLARSHIPS TO STUDENTS OF THE PIANO AND COMPOSITION FOR THE PIANO AT THE JUILLIARD SCHOOL IN NEW YOUR CITY, NY.

Activities or mission (Part I)

THE ORGANIZATION'S MISSION IS TO PROVIDE FUNDING FOR SCHOLARSHIPS TO STUDENTS OF THE PIANO AND COMPOSITION FOR THE PIANO AT THE JUILLIARD SCHOOL IN NEW YORK CITY, NY.

  • NET "ORDINARY INCOME" GENERATED BY THE ORGANIZATION'S ENDOWMENT FUND ASSETS IS DISTRIBUTED TO THE JUILLIARD SCHOOL, NEW YORK CITY, NY FOR USE BY THAT ORGANIZATION TO PROVIDE SHCOLARSHIP TO WORTHY AND NEEDY STUDENTS OF THE PIANO, AND COMPOSITION FOR THE PIANO.

    Expenses $131,062 · Grants $69,153

  • NET "ORDINARY INCOME" GENERATED BY THE ORGANIZATION'S ENDOWMENT FUND ASSETS IS DISTRIBUTED TO THE JUILLIARD SCHOOL, NEW YORK CITY, NY FOR USE BY THAT ORGANIZATION TO PROVIDE SCHOLARSHIPS TO WORTY AND NEEDY STUDENTS OF THE PIANO, AND COMPOSITION FOR THE PIANO.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Regions Bank Private Weath Mgmt

    CO-TRUSTEE

    Total calculated
    $55,979
    From this org
    $55,979
    From related orgs
    $0
    Other
    $0
    Hours/week
    0

  • Harry B Jamieson CPA

    CO-TRUSTEE

    Total calculated
    $53,179
    From this org
    $53,179
    From related orgs
    $0
    Other
    $0
    Hours/week
    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

Provenance

Return type
form_990
Tax year
2023
Filed
20 June 2024
IRS schema version
2023v5.0
Source object
202421839349300437

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