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← ROSSMOOR FUND

Form 990 for tax year 2023

Filed by ROSSMOOR FUND.

What the amendment changed

Compared with the return it replaced , filed 15 November 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Grants paid
$177,254 changed to $177,294
Program services expenses
$39 changed to $177,333
Fundraising expenses
$16,749 changed to $16,709
Program service expenses (Part III)
$39 changed to $177,294

Totals

Total revenue
$248,077
Total expenses
$200,681
Contributions and grants received
$220,811
Grants paid
$177,294
Program service revenue
$0
Investment income
$27,266
Other revenue
$0
Total assets, end of year
$867,194
Total liabilities, end of year
$600
Net assets or fund balances, end of year
$866,594
Program services expenses (Part IX)
$177,333
Management and general expenses
$6,639
Fundraising expenses
$16,709
Program service expenses (Part III)
$177,294

Program services were 88.4% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $0

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $220,811

  • 1g · Noncash contributions included above

    $0

  • 3 · Investment income

    total $27,266 · related or exempt $0 · unrelated business $27,266 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6d · Net rental income or loss

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0 · unrelated business $0 · excluded $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $49,998 · program services $49,998

  • 2 · Grants to domestic individuals

    total $127,296 · program services $127,296

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $1,725 · program services $0 · management and general $0 · fundraising $1,725

  • 12 · Advertising and promotion

    total $2,439 · program services $39 · management and general $2,400 · fundraising $0

  • 13 · Office expenses

    total $826 · program services $0 · management and general $826 · fundraising $0

  • 14 · Information technology

    total $650 · program services $0 · management and general $650 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $449 · program services $0 · management and general $449 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $1,926 · program services $0 · management and general $1,926 · fundraising $0

  • 24a · Other expenses: Donor Recognition Event

    total $7,982 · program services $0 · management and general $0 · fundraising $7,982

  • 24b · Other expenses: eTapestry Annual Fee - Donor Software

    total $5,164 · program services $0 · management and general $0 · fundraising $5,164

  • 24c · Other expenses: Printing, Postages Donor Letter & Annual Campaign, Service Brochure Printing

    total $1,213 · program services $0 · management and general $0 · fundraising $1,213

  • 24d · Other expenses: Credit Card Fees for Online Donations

    total $625 · program services $0 · management and general $0 · fundraising $625

  • 24e · All other expenses

    total $388 · program services $0 · management and general $388 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $76,503 · end of year $34,870

  • 2 · Savings and temporary cash investments

    beginning of year $184,780 · end of year $223,140

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $33,762

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $517,440 · end of year $575,422

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $600

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $778,723 · end of year $866,594

  • 28 · Net assets with donor restrictions

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

To assist Rossmoor Residents in financial need. Develop and fund charitable and education programs for the Rossmoor Community Residents.

  • Financial aid provided to low income seniors who were unable to pay one time fees for medical dental vision or hearing expenese.

    Expenses $116,801 · Grants $116,801

  • Provides free meals seven days a week to those who cannot get out to purchase food for their own needs. Also provide meals for those who meet the financial need.

    Expenses $30,000 · Grants $30,000

  • Provides periodic and temporary relief for a Rossmoor resident who serves as the primary caretaker for another Rossmoor resident.

    Expenses $19,998 · Grants $19,998

  • Medical alert systems are senior safety devices that offer emergency help with the click of a button as in the case of a fall or medical emergency.

    Expenses $10,495 · Grants $10,495

As filed on the 2023 return.

Listed in Part VII

  • Louise Dibble

    Director

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Wendy Dorband

    Director

    Total calculated
    $0
    Hours/week
    3

  • Lorraine Gousman

    Director

    Total calculated
    $0
    Hours/week
    3

  • Claire Carter

    Director

    Total calculated
    $0
    Hours/week
    3

  • Claire LeVine Wolfe

    President

    Total calculated
    $0
    Hours/week
    3

  • Andrea Szentirmai

    Secretary

    Total calculated
    $0
    Hours/week
    3

  • Donna Reynolds

    Vice President

    Total calculated
    $0
    Hours/week
    3

  • Al Zemsky

    Treasurer

    Total calculated
    $0
    Hours/week
    3

  • Irene McKillop

    Assistant Treasurer

    Total calculated
    $0
    Hours/week
    3 + 3 related

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

Provenance

Return type
form_990
Tax year
2023
Filed
2 April 2025
IRS schema version
2023v6.0
Source object
202500929349300700

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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