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Nonprofiteer
← HOWARD & ETHEL ROSS TR UA 2

Form 990 for tax year 2022

Filed by HOWARD & ETHEL ROSS TR UA 2.

Totals

Total revenue
$417,522
Total expenses
$198,273
Contributions and grants received
$0
Grants paid
$70,469
Program service revenue
$0
Investment income
$417,522
Other revenue
$0
Total assets, end of year
$4,696,933
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$4,696,933
Program services expenses (Part IX)
$134,370
Management and general expenses
$63,903
Fundraising expenses
$0
Program service expenses (Part III)
$134,370

Program services were 67.8% 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 $138,021 · excluded $138,021

  • 7a · Gross sales of assets other than inventory

    securities $1,569,807 · other assets $263

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

    securities $1,290,569

  • 7c · Gain or loss

    securities $279,238 · other assets $263

  • 7d · Net gain or loss

    total $279,501 · related or exempt $279,238 · excluded $263

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $70,469 · program services $70,469

  • 7 · Other salaries and wages

    total $107,132 · program services $53,566 · management and general $53,566

  • 11c · Fees: accounting

    total $3,300 · program services $1,650 · management and general $1,650

  • 11f · Fees: investment management

    total $11,892 · program services $5,946 · management and general $5,946

  • 11g · Fees: other

    total $5,480 · program services $2,739 · management and general $2,741

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $21,319 · end of year $46,217

  • 11 · Investments: publicly traded securities

    beginning of year $4,456,365 · end of year $4,650,716

  • 27 · Net assets without donor restrictions

    end of year $4,696,933

  • 29 · Capital stock, trust principal or current funds

    beginning of year $4,477,684

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE FUNDING FOR SCHOLARSHIPS TO STUDENTS OF THE PIANO AND COMPOSITION FOR THE PIANO AT THE JUILLIARD SCHOOL IN NEW YORK CITY NY.

  • NET "ORDINARY INCOME" GENERATED BY THE ORGANIZATION'S ENDOWMENT FUND ASSETS IS DISTRIBUTED TO THE JUILLIARD SCHOOL, NEW YORK CITY, NY, FOR USE BY THAT ORGANIZATION TO PROVIDE SCHOLARSHIPS TO WORTHY AND NEEDY STUDENTS OF THE PIANO, AND COMPOSITION FOR THE PIANO.

    Expenses $53,566 · Grants $70,469

  • NET "ORDINARY INCOME" GENERATED BY THE ORGANIZATION'S ENDOWMENT FUND ASSETS IS DISTRIBUTED TO THE JUILLIARD SCHOOL, NEW YORK CITY, NY, FOR USE BY THAT ORGANIZATION TO PROVIDE SCHOLLARSHIPS TO WORTHY AND NEEDY STUDENTS OF THE PIANO, AND COMPOSITION FO THE PIANO.

    Expenses $10,039 · Grants $70,469

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Harry B Jamieson CPA

    CO-TRUSTEE

    Total calculated
    $0

  • Donna Grotenberg Vice President

    CO-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
19 April 2023
IRS schema version
2022v5.0
Source object
202301249349301620

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