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Nonprofiteer
← LEO H RUDNICK FAMILY TRUST INC

Form 990 for tax year 2023

Filed by LEO H RUDNICK FAMILY TRUST INC.

Totals

Total revenue
$30,633
Total expenses
$12,709
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$30,633
Other revenue
$0
Total assets, end of year
$963,162
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$963,162
Program services expenses (Part IX)
$0
Management and general expenses
$12,709
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 $30,633 · excluded $30,633

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $12,655 · management and general $12,655

  • 24a · Other expenses: FILING FEES

    total $54 · management and general $54

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,863 · end of year $9,038

  • 15 · Other assets

    beginning of year $596,917 · end of year $954,124

  • 29 · Capital stock, trust principal or current funds

    beginning of year $525,612 · end of year $525,612

  • 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 $103,168 · end of year $437,550

Mission and programs · 2023

Mission

Withheld by Nonprofiteer: this text may name a private individual.

Activities or mission (Part I)

SUPPORT JEWISH PHILANTHROPY

  • Withheld by Nonprofiteer: this text may name a private individual.

As filed on the 2023 return. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Ellen Berezin

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Harriet Goff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Alan Pemstein

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • David Persky

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jane A Rudnick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lissa Rudnick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Michael Sleeper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dr Gary Wolf

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Harold R Rudnick

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Dr Richard Rudnick

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Robert Adler

    CLERK

    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

No itemized grants to organizations 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
26 February 2025
IRS schema version
2023v6.0
Source object
202520579349301242

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