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Nonprofiteer
← SHERWOOD OAKS FUND

Form 990 for tax year 2023

Filed by SHERWOOD OAKS FUND.

Totals

Total revenue
$883,961
Total expenses
$365,282
Contributions and grants received
$654,865
Grants paid
$363,469
Program service revenue
$0
Investment income
$229,096
Other revenue
$0
Total assets, end of year
$2,326,590
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,326,590
Program services expenses (Part IX)
$365,282
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$365,282

Program services were 100.0% 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.

  • 1f · All other contributions, gifts and grants

    $654,865

  • 3 · Investment income

    total $5,671 · related or exempt $5,671

  • 7a · Gross sales of assets other than inventory

    other assets $223,425

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

    other assets $0

  • 7c · Gain or loss

    other assets $223,425

  • 7d · Net gain or loss

    total $223,425 · related or exempt $223,425

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $232,197 · program services $232,197

  • 2 · Grants to domestic individuals

    total $131,272 · program services $131,272

  • 11c · Fees: accounting

    total $650 · program services $650

  • 13 · Office expenses

    total $1,163 · program services $1,163

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $268,649 · end of year $291,861

  • 11 · Investments: publicly traded securities

    beginning of year $1,539,262 · end of year $2,034,729

  • 27 · Net assets without donor restrictions

    beginning of year $206,521 · end of year $221,485

  • 28 · Net assets with donor restrictions

    beginning of year $1,601,390 · end of year $2,105,105

Mission and programs · 2023

Mission

THE SHERWOOD OAKS FUND SUPPORTS CAPITAL AND OPERATIONAL PROGRAMS IN EXISTENCE AT PITTSBURGH LIFETIME CARE COMMUNITY DBA SHERWOOD OAKS, AN ORGANIZATION EXEMPT FROM INCOME TAXATION UNDER IRS CODE SECTION 501 (C) (3).

Activities or mission (Part I)

THE SHERWOOD OAKS FUND SUPPORTS CAPITAL AND OPERATIONAL PROGRAMS IN EXISTENCE AT PITTSBURGH LIFETIME CARE COMMUNITY DBA SHERWOOD OAKS, AN ORGANIZATION EXEMPT FROM INCOME TAXATION UNDER IRS CODE SECTION 501(C)(3).

  • THE SHERWOOD OAKS FUND COLLECTED FUNDS FOR THE SHERWOOD OAKS EMPLOYEE SCHOLARSHIP PROGRAM. THE FUND DISBURSED SCHOLARSHIPS DIRECTLY TO THE COLLEGE OR UNIVERSITY OF THE EMPLOYEES WHO WERE AWARDED THE SCHOLARSHIPS.

    Expenses $131,272 · Grants $131,272

  • THE SHERWOOD OAKS FUND COLLECTED FUNDS FROM CONTRIBUTIONS AND BEQUESTS THAT ARE USED FOR CAPITAL IMPROVEMENTS TO THE CAMPUS OF SHERWOOD OAKS.

    Expenses $234,010 · Grants $232,197

As filed on the 2023 return.

Listed in Part VII

  • Gary Brandenberger

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Beth Brown

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Annette McPeek

    SEC./TREASURER

    Total calculated
    $0
    Hours/week
    5

  • George Ehringer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nancy Paul

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Debra Panei

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    5

  • Marya Sea Kaminski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Joseph Nowak

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dave Capan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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
2023
Filed
25 September 2024
IRS schema version
2023v5.1
Source object
202402979349300800

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