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Nonprofiteer
← RINALDO AND ANITA ALBERTINI TRUST FUND

Form 990 for tax year 2023

Filed by RINALDO AND ANITA ALBERTINI TRUST FUND.

Totals

Total revenue
$12,160
Total expenses
$9,838
Contributions and grants received
$0
Grants paid
$4,500
Program service revenue
$0
Investment income
$12,160
Other revenue
$0
Total assets, end of year
$246,146
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$246,146
Program services expenses (Part IX)
$4,500
Management and general expenses
$5,338
Fundraising expenses
$0
Program service expenses (Part III)
$9,838

Program services were 45.7% 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 $6,658 · excluded $6,658

  • 7a · Gross sales of assets other than inventory

    securities $193,015

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

    securities $187,513

  • 7c · Gain or loss

    securities $5,502

  • 7d · Net gain or loss

    total $5,502

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,500 · program services $4,500

  • 5 · Compensation of officers, directors and key employees

    total $4,291 · management and general $4,291

  • 11c · Fees: accounting

    total $900 · management and general $900

  • 24e · All other expenses

    total $147 · management and general $147

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $85 · end of year $339

  • 2 · Savings and temporary cash investments

    beginning of year $24,130 · end of year $15,751

  • 11 · Investments: publicly traded securities

    beginning of year $37,175

  • 12 · Investments: other securities

    beginning of year $182,497 · end of year $230,056

  • 31 · Retained earnings, endowment or other funds

    beginning of year $243,887 · end of year $246,146

Mission and programs · 2023

Mission

Trust was created to distribute its annual income to the University of Vermont, a public university, in order to defray the expenses of aworthy Junior, Senior or Post Graduate medical student who is studying diseases of the heart.

  • UNIVERSITY OF VERMONT SCHOOL OF MEDICINE

    Expenses $9,838 · Grants $4,500

As filed on the 2023 return.

Listed in Part VII

  • M T BANK

    TRUSTEE

    Total calculated
    $4,291
    From this org
    $4,291
    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.

Provenance

Return type
form_990
Tax year
2023
Filed
2 May 2024
IRS schema version
2023v5.0
Source object
202441289349301129

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

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