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Nonprofiteer
← ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC

Form 990 for tax year 2023

Filed by ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC.

Totals

Total revenue
$144,633
Total expenses
$150,000
Contributions and grants received
$29,000
Grants paid
$0
Program service revenue
$0
Investment income
$115,633
Other revenue
$0
Total assets, end of year
$6,210,340
Total liabilities, end of year
$2,177,989
Net assets or fund balances, end of year
$4,032,351
Program services expenses (Part IX)
$130,000
Management and general expenses
$20,000
Fundraising expenses
$0
Program service expenses (Part III)
$130,000

Program services were 86.7% 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.

  • 1f · All other contributions, gifts and grants

    $29,000

  • 3 · Investment income

    total $117,352 · related or exempt $117,352

  • 7a · Gross sales of assets other than inventory

    securities $194,471

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

    securities $196,190

  • 7c · Gain or loss

    securities -$1,719

  • 7d · Net gain or loss

    total -$1,719 · related or exempt -$1,719

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $20,000 · management and general $20,000

  • 24a · Other expenses: AGOC LEGCY

    total $90,000 · program services $90,000

  • 24b · Other expenses: AGOC ALLOCATION CATHEDRAL

    total $40,000 · program services $40,000

Balance sheet

Part X, book values.

  • 11 · Investments: publicly traded securities

    beginning of year $5,402,523 · end of year $6,207,840

  • 15 · Other assets

    beginning of year $2,500 · end of year $2,500

  • 25 · Other liabilities

    end of year $2,177,989

  • 27 · Net assets without donor restrictions

    beginning of year $3,591,313 · end of year $2,747,639

  • 28 · Net assets with donor restrictions

    beginning of year $1,813,710 · end of year $1,284,712

Mission and programs · 2023

Mission

TO SUPPORT THE MINISTRIES OF ANNUNCIATION GREEK ORTHODOX CATHEDRAL (AGOC), ASSIST IN ITS CAPITAL IMPROVEMENTS AND TO PROVIDE SCHOLARSHIPS TO ANNUNCIATION ORTHODOX SCHOOL.

  • TO CONTRIBUTE TO AGOC'S EXPANSION

    Expenses $130,000

As filed on the 2023 return.

Listed in Part VII

  • Richard K McGee

    PRESIDENT

    Total calculated
    $0

  • James Pappas

    TREASURER/SE

    Total calculated
    $0

  • George Postolos

    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
2023
Filed
3 February 2025
IRS schema version
2023v6.0
Source object
202530349349301783

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