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← JOSEPHINE O COWPER TR UW 21-12-77 DRS AARON & KOENIC TR

Form 990 for tax year 2024

Filed by JOSEPHINE O COWPER TR UW 21-12-77 DRS AARON & KOENIC TR.

Totals

Total revenue
$71,646
Total expenses
$42,460
Contributions and grants received
$0
Grants paid
$31,996
Program service revenue
$0
Investment income
$71,820
Other revenue
-$174
Total assets, end of year
$478,186
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$478,186
Program services expenses (Part IX)
$34,059
Management and general expenses
$8,401
Fundraising expenses
$0
Program service expenses (Part III)
$34,058

Program services were 80.2% 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 $17,008 · excluded $17,008

  • 7a · Gross sales of assets other than inventory

    securities $107,203

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

    securities $52,391

  • 7c · Gain or loss

    securities $54,812

  • 7d · Net gain or loss

    total $54,812 · excluded $54,812

  • 11a · Other revenue: PARTNERSHIP INCOME/LOSS

    total -$174 · excluded -$174

  • 11e · Other revenue, total

    -$174

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $31,996 · program services $31,996

  • 5 · Compensation of officers, directors and key employees

    total $10,315 · program services $2,063 · management and general $8,252

  • 24a · Other expenses: FOREIGN TAX WITHHELD

    total $49 · management and general $49

  • 24b · Other expenses: NY AG FILING FEE

    total $100 · management and general $100

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $17,531 · end of year $21,377

  • 11 · Investments: publicly traded securities

    beginning of year $290,247 · end of year $291,220

  • 12 · Investments: other securities

    beginning of year $141,112 · end of year $165,589

  • 29 · Capital stock, trust principal or current funds

    beginning of year $448,890 · end of year $478,186

Mission and programs · 2024

Mission

GRANTS FOR POST GRADUATE STUDY IN MEDICINE.

  • UBMD INTERNAL MEDICINE ATTN NANCY NORM, 100 HIGH STREET SUITE D2-76 BUFFALO, NY 14203

    Expenses $17,029 · Grants $15,998

  • UNIVERSITY OPTHAMOLOGY SERVICES 1176 MAIN STREET BUFFALO, NY 14209

    Expenses $17,029 · Grants $15,998

As filed on the 2024 return.

Listed in Part VII

  • Hsbc Bank Usa

    TRUSTEE

    Total calculated
    $10,315
    From this org
    $10,315
    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

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
2024
Filed
30 April 2025
IRS schema version
2024v5.1
Source object
202511209349300011

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