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Nonprofiteer
← FERNWOOD GROUP FUND

Form 990 for tax year 2022

Filed by FERNWOOD GROUP FUND.

Totals

Total revenue
$18,445,805
Total expenses
$30,536,327
Contributions and grants received
$0
Grants paid
$24,674,000
Program service revenue
$0
Investment income
$18,445,805
Other revenue
$0
Total assets, end of year
$501,568,106
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$501,568,106
Program services expenses (Part IX)
$28,151,959
Management and general expenses
$2,384,368
Fundraising expenses
$0
Program service expenses (Part III)
$28,151,959

Program services were 92.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • RICHARD K DESCHERER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • PATRICIA E HARRIS

    PRESIDENT & CEO

    Total calculated
    $0
    Hours/week
    0.25

  • ALLISON JAFFIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

  • THOMAS H GOLDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25

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

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • WILLETT ADVISORS LLC

    C · INVESTMENT ADVISORS · NY · 100% owned · controlled entity

    Directly controlled by FERNWOOD GROUP FUND

Provenance

Return type
form_990
Tax year
2022
Filed
31 October 2023
IRS schema version
2022v5.0
Source object
202343189349303254

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