Form 990 for tax year 2022
Filed by RINALDO AND ANITA ALBERTINI TRUST FUND.
Totals
- Total revenue
- $11,696
- Total expenses
- $8,900
- Contributions and grants received
- $0
- Grants paid
- $3,646
- Program service revenue
- $0
- Investment income
- $11,696
- Other revenue
- $0
- Total assets, end of year
- $243,887
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $243,887
- Program services expenses (Part IX)
- $3,646
- Management and general expenses
- $5,254
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $3,646
Program services were 41.0% 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 $5,276 · excluded $5,276
-
7a · Gross sales of assets other than inventory
securities $50,561
-
7b · Less cost or other basis and sales expenses
securities $44,141
-
7c · Gain or loss
securities $6,420
-
7d · Net gain or loss
total $6,420
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,646 · program services $3,646
-
5 · Compensation of officers, directors and key employees
total $4,211 · management and general $4,211
-
11c · Fees: accounting
total $900 · management and general $900
-
24e · All other expenses
total $143 · management and general $143
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $85
-
2 · Savings and temporary cash investments
beginning of year $28,532 · end of year $24,130
-
11 · Investments: publicly traded securities
beginning of year $212,667
-
12 · Investments: other securities
end of year $219,672
-
31 · Retained earnings, endowment or other funds
beginning of year $241,199 · end of year $243,887
Mission and programs · 2022
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 $3,646 · Grants $3,646
As filed on the 2022 return.
Listed in Part VII
-
M T BANK
TRUSTEE
- Total calculated
- $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
- 2022
- Filed
- 10 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202341319349303884
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