Form 990 for tax year 2023
Filed by HOLDING FUND INC OF THE ALUMNI ASSOCIATION SCHOOL OF MEDICINE OF.
Totals
- Total revenue
- $275,355
- Total expenses
- $161,029
- Contributions and grants received
- $126,271
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $149,084
- Other revenue
- $0
- Total assets, end of year
- $8,623,652
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $8,623,652
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $161,029
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.
-
1d · Related organizations
$126,271
-
3 · Investment income
total $148,085 · excluded $148,085
-
7a · Gross sales of assets other than inventory
securities $1,034,188
-
7b · Less cost or other basis and sales expenses
securities $1,033,189
-
7c · Gain or loss
securities $999
-
7d · Net gain or loss
total $999 · excluded $999
Functional expenses
Part IX, the statement of functional expenses.
-
11c · Fees: accounting
total $10,000
-
11f · Fees: investment management
total $41,224
-
23 · Insurance
total $2,730
-
24a · Other expenses: PERPETUAL MEMBER COSTS
total $72,419
-
24b · Other expenses: PERPETUAL PROCESSING FE
total $34,556
-
24c · Other expenses: FILING FEES
total $100
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $246,747 · end of year $156,891
-
4 · Accounts receivable
beginning of year $195,472 · end of year $91,368
-
12 · Investments: other securities
beginning of year $7,050,292 · end of year $8,375,393
-
27 · Net assets without donor restrictions
beginning of year $41,239 · end of year $25,435
-
28 · Net assets with donor restrictions
beginning of year $7,451,272 · end of year $8,598,217
Mission and programs · 2023
Mission
TO ESTABLISH AN ENDOWMENT TO PROVIDE INCOME TO SUPPORT THE ADMINISTRATIVE AND PROGRAM SERVICE EXPENSES OF THE ALUMNI ASSOCIATION OF LOMA LINDA UNIVERSITY SCHOOL OF MEDICINE.
-
TO SUPPORT THE OPERATIONS OF THE ALUMNI ASSOCIATION OF LOMA LINDA UNIVERSITY
Expenses $161,029
As filed on the 2023 return.
Listed in Part VII
-
Stephen SkahenSTEPHEN SKAHEN
PRESIDENT-ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Paul ChungPAUL CHUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Calvin ChuangCALVIN CHUANG
EXECUTIVE DIRECTOR
- Total calculated
- $156,582
- From this org
- $0
- From related orgs
- $133,000
- Other
- $23,582
- Hours/week
- 4 + 36 related
-
Sue KunzSUE KUNZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph VerskaJOSEPH VERSKA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Jonathan ErichJONATHAN ERICH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Cheryl HickethierCHERYL HICKETHIER
CFO / SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Marilene WangMARILENE WANG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Roland LonserROLAND LONSER
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Steven HerberSTEVEN HERBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Samuel PawSAMUEL PAW
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
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.
-
ALUMNI ASSOCIATION OF THE SCHOOL OF MEDICINE OF LOMA LINDA UNIVERSITY INC
501(C)(3) · SUPPORT THE ALUMNI AND STUDENTS OF LOMA LINDA UNIVERSITY · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 24 July 2024
- IRS schema version
- 2023v5.1
- Source object
- 202402149349301450
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