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Nonprofiteer
← SERTOMA CLUB OF NASHVILLE FOUNDATION INC

Form 990 for tax year 2023

Filed by SERTOMA CLUB OF NASHVILLE FOUNDATION INC.

Totals

Total revenue
$230,164
Total expenses
$35,914
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$230,164
Other revenue
$0
Total assets, end of year
$3,954,391
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,954,391
Program services expenses (Part IX)
$0
Management and general expenses
$35,914
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $153,805 · related or exempt $153,805

  • 7a · Gross sales of assets other than inventory

    securities $707,626

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

    securities $631,267

  • 7c · Gain or loss

    securities $76,359

  • 7d · Net gain or loss

    total $76,359 · related or exempt $76,359

  • 8c · Net income from fundraising events

    total $0

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $1,500 · management and general $1,500

  • 11f · Fees: investment management

    total $34,414 · management and general $34,414

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,644 · end of year $39,298

  • 11 · Investments: publicly traded securities

    beginning of year $3,492,697 · end of year $3,915,093

  • 27 · Net assets without donor restrictions

    beginning of year $3,522,341 · end of year $3,954,391

Mission and programs · 2023

Mission

THE PURPOSE OF THE FOUNDATION IS TO SUPPORT THE CHARITABLE PROGRAMS OF THE SERTOMA CLUB ON NASHVILLE

Activities or mission (Part I)

TO SUPPORT THE CHARITABLE PROGRAMS OF THE SERTOMA CLUB OF NASHVILLE

  • THE PURPOSE OF THE FOUNDATION IS TO SUPPORT THE CHARITABLE PROGRAMS

As filed on the 2023 return.

Listed in Part VII

  • Mike Comstock

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John Hudson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Gil Fox

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Leslie Thomas

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Edward Haley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

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
8 November 2024
IRS schema version
2023v5.0
Source object
202413169349301766

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

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