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← MILDRED H ROSA CHARITABLE TRUST

Form 990 for tax year 2022

Filed by MILDRED H ROSA CHARITABLE TRUST.

Totals

Total revenue
$77,262
Total expenses
$49,425
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$77,262
Other revenue
$0
Total assets, end of year
$2,376,621
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,376,621
Program services expenses (Part IX)
$0
Management and general expenses
$49,425
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 $77,257 · excluded $77,257

  • 7a · Gross sales of assets other than inventory

    securities $293,352

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

    securities $293,347

  • 7c · Gain or loss

    securities $5

  • 7d · Net gain or loss

    total $5 · excluded $5

Functional expenses

Part IX, the statement of functional expenses.

  • 11c · Fees: accounting

    total $7,400 · management and general $7,400

  • 11f · Fees: investment management

    total $42,025 · management and general $42,025

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $356,193 · end of year $606,530

  • 11 · Investments: publicly traded securities

    beginning of year $1,838,331 · end of year $1,750,229

  • 12 · Investments: other securities

    beginning of year $154,260 · end of year $19,862

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $2,348,784 · end of year $2,376,621

Mission and programs · 2022

Mission

TO PROVIDE JERSEY SHORE MEDICAL CENTER WITH FUNDS FOR EQUIPMENT PURCHASES AND OTHER HOSPITAL PROGRAMS.

Activities or mission (Part I)

TO PROVIDE JERSEY SHORE MEDICAL CENTER WITH FUNDS TO SUPPORT VARIOUS PROGRAMS AND TO ACQUIRE MEDICAL EQUIPMENT

  • JERSEY SHORE MEDICAL CENTER EQUIPMENT PURCHASES AND OTHER HOSPITAL PROGRAMS.

As filed on the 2022 return.

Listed in Part VII

  • David M Epstein

    PRESIDENT - TREASURER

    Total calculated
    $0
    Hours/week
    5

  • John Lloyd

    SECT'Y. - TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Martin J Epstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Peter Falvo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Raymond Masterson MD

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

  • Tessie Epstein Clevy

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5

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
15 January 2024
IRS schema version
2022v5.0
Source object
202440169349300869

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