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Nonprofiteer
← HOUSTON JEWISH GERIATRIC FOUNDATION INC

Form 990 for tax year 2022

Filed by HOUSTON JEWISH GERIATRIC FOUNDATION INC.

Totals

Total revenue
$422,110
Total expenses
$133,642
Contributions and grants received
$300
Grants paid
$0
Program service revenue
$0
Investment income
$398,542
Other revenue
$23,268
Total assets, end of year
$14,074,509
Total liabilities, end of year
$7,598
Net assets or fund balances, end of year
$14,066,911
Program services expenses (Part IX)
$0
Management and general expenses
$133,642
Fundraising expenses
$0
Program service expenses (Part III)
$133,642

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.

  • 1f · All other contributions, gifts and grants

    $300

  • 3 · Investment income

    total $215,536 · excluded $215,536

  • 7a · Gross sales of assets other than inventory

    securities $4,008,389

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

    securities $3,825,383

  • 7c · Gain or loss

    securities $183,006

  • 7d · Net gain or loss

    total $183,006 · excluded $183,006

  • 11a · Other revenue: ROYALTY & OTHER INCOME

    total $23,268 · excluded $23,268

  • 11e · Other revenue, total

    $23,268

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $37,800 · management and general $37,800

  • 11c · Fees: accounting

    total $30,392 · management and general $30,392

  • 11f · Fees: investment management

    total $64,107 · management and general $64,107

  • 23 · Insurance

    total $1,087 · management and general $1,087

  • 24a · Other expenses: PROPERTY TAXES

    total $256 · management and general $256

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,537,950 · end of year $429,383

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,000 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $2,878

  • 10c · Land, buildings and equipment, net

    beginning of year $2,878 · end of year $2,878

  • 11 · Investments: publicly traded securities

    beginning of year $6,226,422 · end of year $10,005,159

  • 12 · Investments: other securities

    beginning of year $18,824 · end of year $37,089

  • 15 · Other assets

    beginning of year $3,600,000 · end of year $3,600,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,598 · end of year $7,598

  • 27 · Net assets without donor restrictions

    beginning of year $11,986,031 · end of year $12,685,826

  • 28 · Net assets with donor restrictions

    beginning of year $1,395,445 · end of year $1,381,085

Mission and programs · 2022

Mission

TO OPERATE EXCLUSIVELY FOR CHARITABLE, EDUCATIONAL, OR RELIGIOUS PURPOSES BY OPERATING IN CONNECTION WITH QUALIFIED ORGANIZATIONS.

Activities or mission (Part I)

SUPPORT OF QUALIFIED ORGANIZATIONS

  • SUPPORT OF CHARITABLE, EDUCATIONAL AND RELIGIOUS ACTIVITIES OF QUALIFIED ORGANIZATIONS

    Expenses $133,642 · Revenue $422,110

As filed on the 2022 return.

Listed in Part VII

  • LARRY BUCK

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • BENJAMIN WARREN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • JERRY PAYNE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • ROBERT ZINN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • LEONARD GOLDSTEIN

    HONORARY PRESIDENT

    Total calculated
    $0
    Hours/week
    0

  • ROBERT CAPLAN

    PRESIDENT

    Total calculated
    $0
    Hours/week
    0 + 1 related

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.

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
30 August 2024
IRS schema version
2022v5.0
Source object
202412899349302751

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