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Nonprofiteer
← ROBERT N CARSON

Form 990 for tax year 2022

Filed by ROBERT N CARSON.

Totals

Total revenue
$393,755
Total expenses
$236,860
Contributions and grants received
$0
Grants paid
$144,529
Program service revenue
$0
Investment income
$393,755
Other revenue
$0
Total assets, end of year
$8,284,991
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,284,991
Program services expenses (Part IX)
$153,322
Management and general expenses
$83,538
Fundraising expenses
$0
Program service expenses (Part III)
$153,322

Program services were 64.7% 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 $221,536 · excluded $221,536

  • 7a · Gross sales of assets other than inventory

    securities $495,679

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

    securities $323,460

  • 7c · Gain or loss

    securities $172,219

  • 7d · Net gain or loss

    total $172,219 · excluded $172,219

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $144,529 · program services $144,529

  • 5 · Compensation of officers, directors and key employees

    total $43,964 · program services $8,793 · management and general $35,171

  • 11b · Fees: legal

    total $24,718 · management and general $24,718

  • 16 · Occupancy

    total $21,039 · management and general $21,039

  • 23 · Insurance

    total $780 · management and general $780

  • 24a · Other expenses: Foreign Taxes on Qualified Dividend

    total $1,767 · management and general $1,767

  • 24b · Other expenses: Foreign Taxes on Non Qualified Div

    total $63 · management and general $63

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $64,806 · end of year $58,592

  • 11 · Investments: publicly traded securities

    beginning of year $8,060,224 · end of year $8,226,399

  • 31 · Retained earnings, endowment or other funds

    beginning of year $8,125,030 · end of year $8,284,991

Mission and programs · 2022

Mission

FINANCIAL SUPPORT OF THE CARSON VALLEY SCHOOL

  • FINANCIAL SUPPORT OF THE CARSON VALLEY SCHOOL

    Expenses $153,322 · Grants $144,529

As filed on the 2022 return.

Listed in Part VII

  • Pnc Bank Na

    TRUSTEE

    Total calculated
    $43,963
    From this org
    $43,963
    From related orgs
    $0
    Other
    $0
    Hours/week
    9

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
2022
Filed
4 April 2023
IRS schema version
2022v5.0
Source object
202331029349300923

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

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