Form 990 for tax year 2023

Totals

Total revenue

$500,784

Total expenses

$444,299

Contributions and grants received

$0

Grants paid

$0

Program service revenue

$471,000

Investment income

$29,784

Other revenue

$0

Total assets, end of year

$709,760

Total liabilities, end of year

$79,409

Net assets or fund balances, end of year

$630,351

Program services expenses (Part IX)

$444,299

Management and general expenses

$0

Fundraising expenses

$0

Program service expenses (Part III)

$444,299

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.

Mission and programs · 2023

• THE TRUST WAS FORMED SOLELY AND EXCLUSIVELY TO SUPPORT AND TO BENEFIT SAINT ELIZABETH HOME, EAST GREENWICH, ST. ELIZABETH APARTMENTS FOR SENIORS AND MOBILITY IMPAIRED, ST. ELIZABETH ASSISTED LIVING, L.P., AND ST. ELIZABETH APARTMENTS FOR SENIORS. SERVING AS A REPOSITORY FOR THEIR FUNDS TO MEET THEIR OBLIGATION TO PROVIDE WORKERS' COMPENSATION BENEFITS TO THEIR EMPLOYEES.

  Expenses $444,299 · Revenue $471,000

As filed on the 2023 return.

Listed in Part VII

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

• SAINT ELIZABETH ADULT DAY CENTERS

  501(C)(3) · ADULT DAY CARE · RI

• SAINT ELIZABETH APARTMENTS FOR SENIORS

  501(C)(3) · ELDERLY HOUSING FACILITIES AND SERVICES · RI

• SAINT ELIZABETH APARTMENTS FOR SENIORS AND MOBILITY IMPAIRED

  501(C)(3) · OPERATES APARTMENT COMPLEX FOR ELDERLY · RI

• SAINT ELIZABETH DEVELOPMENT CORPORATION

  501(C)(2) · RENTS LAND · RI

• SAINT ELIZABETH HOME CARE

  501(C)(3) · HOME CARE · RI

• SAINT ELIZABETH HOME EAST GREENWICH

  501(C)(3) · OPERATES NURSING HOME · RI

• THE SAINT ELIZABETH COMMUNITY

  501(C)(3) · SUPPORTS AND MAKES CONTRIBUTIONS TO RELATED ORGANIZATIONS · RI

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

12 November 2024

IRS schema version

2023v5.1

Source object

202443189349303949

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