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Nonprofiteer
← ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC

Form 990 for tax year 2022

Filed by ANNUNCIATION GREEK ORTHODOX ENDOWMENT FUND INC.

Totals

Total revenue
$16,232
Total expenses
$20,000
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$16,232
Other revenue
$0
Total assets, end of year
$3,274,681
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$3,274,681
Program services expenses (Part IX)
$0
Management and general expenses
$20,000
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 $16,232 · related or exempt $16,232

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $20,000 · management and general $20,000

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $20,539

  • 11 · Investments: publicly traded securities

    beginning of year $4,180,687 · end of year $3,274,681

  • 27 · Net assets without donor restrictions

    beginning of year $4,201,226 · end of year $3,274,681

Mission and programs · 2022

Mission

TO SUPPORT THE MINISTRIES OF ANNUNCIATION GREEK ORTHODOX CATHEDRAL (AGOC), ASSIST IN ITS CAPITAL IMPROVEMENTS AND TO PROVIDE SCHOLARSHIPS TO ANNUNCIATION ORTHODOX SCHOOL.

  • TO CONTRIBUTE TO AGOC'S EXPANSION

As filed on the 2022 return.

Listed in Part VII

  • Stephanie Alvarez

    TRUSTEE

    Total calculated
    $0

  • Michael Cokinos

    TRUSTEE

    Total calculated
    $0

  • Ted Geoca

    TRUSTEE

    Total calculated
    $0

  • Mike Koinis

    TRUSTEE

    Total calculated
    $0

  • Cynthia Kostas

    TRUSTEE

    Total calculated
    $0

  • Rev Michael Lambakis

    TRUSTEE

    Total calculated
    $0

  • Richard K McGee

    PRESIDENT

    Total calculated
    $0

  • James Pappas

    TREASURER/SE

    Total calculated
    $0

  • George Postolos

    TRUSTEE

    Total calculated
    $0

  • S Paul Voinis

    TRUSTEE

    Total calculated
    $0

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 November 2023
IRS schema version
2022v5.0
Source object
202313199349329571

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