Skip to content
Nonprofiteer
← TABITHA M DEVISCONTI RESIDENTIAL TRUST

Form 990 for tax year 2023

Filed by TABITHA M DEVISCONTI RESIDENTIAL TRUST.

Totals

Total revenue
$28,594
Total expenses
$89,055
Contributions and grants received
$0
Grants paid
$71,924
Program service revenue
$0
Investment income
$20,111
Other revenue
$8,483
Total assets, end of year
$1,908,262
Total liabilities, end of year
$3,500
Net assets or fund balances, end of year
$1,904,762
Program services expenses (Part IX)
$71,924
Management and general expenses
$17,131
Fundraising expenses
$0
Program service expenses (Part III)
$71,924

Program services were 80.8% 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 $20,111 · excluded $20,111

  • 6a · Gross rents

    real property $73,538

  • 6b · Less rental expenses

    real property $65,055

  • 6c · Rental income or loss

    real property $8,483

  • 6d · Net rental income or loss

    total $8,483 · excluded $8,483

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $71,924 · program services $71,924

  • 5 · Compensation of officers, directors and key employees

    total $4,000 · management and general $4,000

  • 11c · Fees: accounting

    total $159 · management and general $159

  • 11f · Fees: investment management

    total $12,650 · management and general $12,650

  • 13 · Office expenses

    total $322 · management and general $322

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $91,828 · end of year $70,971

  • 2 · Savings and temporary cash investments

    beginning of year $26,687 · end of year $14,149

  • 10a · Land, buildings and equipment: cost or other basis

    $1,607,523

  • 10b · Land, buildings and equipment: accumulated depreciation

    $156,653

  • 10c · Land, buildings and equipment, net

    beginning of year $1,477,936 · end of year $1,450,870

  • 11 · Investments: publicly traded securities

    beginning of year $372,272 · end of year $372,272

  • 25 · Other liabilities

    beginning of year $3,500 · end of year $3,500

  • 29 · Capital stock, trust principal or current funds

    beginning of year $166,630 · end of year $166,630

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,798,593 · end of year $1,738,132

Mission and programs · 2023

Mission

FUNDING CHARITABLE ORGANIZATIONS

  • FUNDING PROVIDED TO TWELVE CHARITABLE ORGANIZATIONS SERVING THE AREA. A LISTING IS ATTACHED. SEE SCHEDULE A, PART 1, LINE 12G.

    Expenses $71,924 · Grants $71,924 · Revenue $28,594

As filed on the 2023 return.

Listed in Part VII

  • JENNESS RANDY WALTERS DECEASED

    TRUSTEE

    Total calculated
    $4,000
    From this org
    $4,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    3

  • BERT S SMITH III

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3

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

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2023
Filed
16 September 2024
IRS schema version
2023v5.1
Source object
202433199349301248

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

The source document this was parsed from is served over the API, which is where bulk and document access live.