RILEY FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RILEY FAMILY FOUNDATION (EIN 82-3802429)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-30
- IRS object ID
- 202401519349100235
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-30T11:14:49-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232667572 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F X Duffy & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4265 Kelly Dr | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823802429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RILEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RILE | BusinessNameControlTxt |
| Phone | 2154388400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 461 | AddressLine1Txt |
| City | VALLEY FORGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA RILEY | PersonNm |
| Person Title | President | PersonTitleTxt |
| Signature | 2024-05-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | RILEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin P Duffy CPA | PreparerPersonNm |
| PTIN | P00631186 | PTIN |
| Phone | 2154388400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $106,609,303 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,952 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,952 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,952 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $6,045,919 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,045,919 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $6,045,919 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $12,185,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $62,854,405 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $12,185,001 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $18,241,872 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $18,241,872 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $6,056,871 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $7,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,450 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $304,030 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $304,030 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $288 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $288 | InterestNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,067 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,067 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $321,835 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $321,835 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,957,024 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,957,024 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,278,859 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $321,835 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,957,024 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $13,963,013 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,920,037 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,056,871 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,549,852 | CashBOYAmt |
| Cash EOY | $31,760 | CashEOYAmt |
| Sav And Temp Cash Invst BOY | $23,606 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,558 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $20,755,551 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,000,000 | CorporateStockEOYAmt |
| Other Investments BOY | $75,165,884 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $104,538,866 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,609,303 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $105,494,893 | TotalAssetsBOYAmt |
| Total Assets EOY | $105,583,184 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $106,609,303 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $1 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $1 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $105,494,893 | CapitalStockBOYAmt |
| Capital Stock EOY | $105,583,183 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $105,494,893 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $105,583,183 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $105,494,893 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $105,583,184 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $105,494,893 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $13,963,013 | ExcessRevenueOverExpensesAmt |
| Subtotal | $119,457,906 | SubtotalAmt |
| Other Decreases | $13,874,723 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $105,583,183 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD - VARIOUS | P | 2001-01-01 | 2023-01-12 | $21,353,641 | $8,937,739 | $12,415,902 | $12,415,902 |
| EPP - PER K1 | P | 2001-01-01 | 2023-12-31 | $1,085 | -$1,085 | -$1,085 | |
| NORTHERN TRUST - VARIOUS | P | 2001-01-01 | 2023-12-31 | $40,698,668 | $40,918,110 | -$219,442 | -$219,442 |
| NORTHERN TRUST - VARIOUS | P | 2001-01-01 | 2023-02-28 | $802,096 | $812,470 | -$10,374 | -$10,374 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $12,185,001 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $249,089 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $249,089 | SubtotalAmt |
| Tax Based On Investment Income | $249,089 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $267,680 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $267,680 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $18,591 | OverpaymentAmt |
| Applied To ES Tax | $18,591 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARBARA RILEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154388400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 461 | AddressLine1Txt |
| City | VALLEY FORGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194810461 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BRIAN RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Vice President | 1.00 | $0 |
| BARBARA RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | President | 1.00 | $0 |
| BRIAN RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Treasurer | 1.00 | $0 |
| BRIAN RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Director | 1.00 | $0 |
| BARBARA RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Secretary | 1.00 | $0 |
| BARBARA RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Director | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $106,605,024 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,154,939 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $107,759,963 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $107,759,963 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,616,399 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $106,143,564 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,307,178 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,307,178 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $249,089 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $249,089 | TotalTaxAmt |
| Distributable Before Adj | $5,058,089 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $5,058,089 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $5,058,089 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,957,024 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,957,024 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,058,089 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,666,731 | UndistributedIncomePYAmt |
| Qualifying Distributions | $3,957,024 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,666,731 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,290,293 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $3,767,796 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN RILEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RILEY FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 461 | AddressLine1Txt |
| City | VALLEY FORGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2154388400 | RecipientPhoneNum |
| Recipient Email Address | none | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITED IN WRITING TO THE ADDRESS OF THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards will only be made to religious and educational organizations that are recognized as tax exempt charitable organizations underSection 501(c)(3) of the Internal Revenue Code of 1986. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIGOS DE JESUS | |||||||
| 2200 BYBERRY ROAD SUITE 110 | HATBORO | PA | 19040 | NONE | PC | ASSISTANCE TO AN ORPHANAGE | $32,000 |
| ST PATRICK CATHOLIC CHURCH | |||||||
| 104 CHANNING AVENUE | MALVERN | PA | 19355 | NONE | PC | ASSISTANCE TO A CATHOLIC PARISH IN THE ARCHDIOCESE OF PHILADELPHIA, PA | $9,600 |
| ST AGNES DAY ROOM | |||||||
| 233 W GAY STREET | WEST CHESTER | PA | 19380 | NONE | PC | ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION | $33,914 |
| THE AUGUSTINIAN ORDER | |||||||
| PO BOX 340 | VILLANOVA | PA | 19085 | NONE | PC | SUPPORT OF A RELIGIOUS ORDER OF CATHOLIC PRIESTS. | $1,212,250 |
| ACADEMY OF NOTRE DAME DE NAMUR | |||||||
| 560 SPROUL RD | VILLANOVA | PA | 19085 | NONE | PC | ASSISTANCE TO A PRIVATE, CATHOLIC EDUCATIONAL INSTITUTION | $17,500 |
| CATHOLIC SOCIAL SERVICES | |||||||
| 7340 JACKSON STREET | PHILADELPHIA | PA | 19136 | NONE | PC | ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION | $572,000 |
| CATHOLIC FOUNDATION OF GREATER PHIL | |||||||
| 100 N 20TH STREET | PHILADELPHIA | PA | 19103 | NONE | PC | ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION | $1,140,000 |
| ST JOHN'S HOSPICE | |||||||
| 1221 RACE STREET | PHILADELPHIA | PA | 19107 | NONE | PC | ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION. | $102,000 |
| CONSORTIUM OF CATHOLIC ACADEMIES | |||||||
| 415 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | NONE | PC | ASSISTANCE TO A CATHOLIC EDUCATIONAL INSTITUTION | $10,800 |
| MOTHER OF MERCY HOUSE | |||||||
| 720 E ALLEGHENY AVENUE | PHILADELPHIA | PA | 19134 | NONE | PC | ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION. | $16,800 |
| MALVERN PREP | |||||||
| 418 S WARREN AVENUE | MALVERN | PA | 19355 | NONE | PC | ASSISTANCE TO A CATHOLIC EDUCATIONAL INSTITUTION | $800,000 |
| LIFE TEEN | |||||||
| PO BOX 117299 | ATLANTA | GA | 30368 | NONE | PC | ASSISTANCE TO A CATHOLIC YOUTH MINISTRY ORGANIZATION. | $5,160 |
| CENTRAL ASSOCIATION OF THE MM | |||||||
| 475 E CHELTEN AVENUE | PHILADELPHIA | PA | 19144 | NONE | PC | ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,957,024 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,952 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $6,045,919 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$1,085 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $12,186,086 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$1,085 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $18,242,957 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $18,241,872 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $7,450 | Amt |
| Net Investment Income | $7,450 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ANNUAL REGISTRATION | $125 | $125 |
| BANK CHARGES | $336 | $336 |
| FUNDRAISING | $9,358 | $9,358 |
| POSTAGE | $248 | $248 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGT FEES | CategoryTxt |
| Amt | $304,030 | Amt |
| Net Investment Income | $304,030 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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