Totals
- Total revenue
- $16,336
- Total expenses
- $12,357
- Contributions and grants received
- $0
- Grants paid
- $4,091
- Program service revenue
- $0
- Investment income
- $16,336
- Other revenue
- $0
- Total assets, end of year
- $607,520
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $607,520
- Program services expenses (Part IX)
- $4,091
- Management and general expenses
- $8,266
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $4,091
Program services were 33.1% 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 $12,517 · related or exempt $12,517
-
7a · Gross sales of assets other than inventory
securities $52,230
-
7b · Less cost or other basis and sales expenses
securities $48,411
-
7c · Gain or loss
securities $3,819
-
7d · Net gain or loss
total $3,819 · related or exempt $3,819
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,091 · program services $4,091
-
5 · Compensation of officers, directors and key employees
total $7,714 · management and general $7,714
-
11c · Fees: accounting
total $375 · management and general $375
-
24a · Other expenses: Foreign Taxes paid
total $177 · management and general $177
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $169 · end of year $516
-
2 · Savings and temporary cash investments
beginning of year $45,153 · end of year $20,106
-
11 · Investments: publicly traded securities
beginning of year $678,012 · end of year $586,898
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
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 $723,334 · end of year $607,520
Mission and programs · 2022
Mission
See Schedule OThe net income of the Trust is paid semi-annually to Union Hospital Foundation to be used solely and exclusively by the Orthopedic Department for the use and benefit of crippled or deformed children under the age of eighteen years who are unable to pay for medical and surgical treatment.
-
The net income of the Trust is paid to Union Hospital Foundation to be used solely by the Orthopedic Department for the benefit of crippled or deformed children.
Expenses $4,091 · Grants $4,091
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
First Financial Bank
Trustee
- Total calculated
- $7,714
- From this org
- $7,714
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
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
- 11 May 2023
- IRS schema version
- 2022v5.0
- Source object
- 202311319349304121
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.