BETA

TRISH JOY FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
TRISH JOY FOUNDATION (EIN 46-1403949)
Tax period
2023-01-01 to 2023-12-31
Filed
2025-04-30
IRS object ID
202501209349100930
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-04-30T10:53:53-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN994012217PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FLORENZA GREENBERG & JACKSON LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11350 COUNTY RD 1 STE 2395AddressLine1Txt
CityDUNEDINCityNm
State AbbreviationFLStateAbbreviationCd
ZIP346979796ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN461403949EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TRISH JOY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTRISBusinessNameControlTxt
Phone7275013407PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 GARDEN AVE N SUITE BAddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33755ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPATRICIA DUGGANPersonNm
Person TitlePRES/DIRECTORPersonTitleTxt
Signature2024-05-10SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADFORD BERNSTEINPreparerPersonNm
PTINP01352523PTIN
Phone7273002350PhoneNum
Preparation2025-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$41,916,362FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$284,354ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$60InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$60InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$60InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$284,414TotalRevAndExpnssAmt
Total Net Invst Incm$60TotalNetInvstIncmAmt
Total Adj Net Incm$60TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$303LegalFeesRevAndExpnssAmt
Accounting Fees Rev And Expnss$1,300AccountingFeesRevAndExpnssAmt
Other Expenses Rev And Expnss$31,554OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$33,157TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$33,157TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$251,257ExcessRevenueOverExpensesAmt
Net Investment Income$60NetInvestmentIncomeAmt
Adjusted Net Income$60AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$4,422SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$14,669SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$14,669SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$41,660,683OtherAssetsBOYAmt
Other Assets EOY$41,901,693OtherAssetsEOYAmt
Other Assets EOYFMV$41,901,693OtherAssetsEOYFMVAmt
Total Assets BOY$41,665,105TotalAssetsBOYAmt
Total Assets EOY$41,916,362TotalAssetsEOYAmt
Total Assets EOYFMV$41,916,362TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$41,665,105NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$41,916,362NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$41,665,105TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$41,916,362TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$41,665,105TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$41,916,362TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$41,665,105TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$251,257ExcessRevenueOverExpensesAmt
Subtotal$41,916,362SubtotalAmt
Tot Net Ast Or Fund Balances EOY$41,916,362TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1InvestmentIncomeExciseTaxAmt
Subtotal$1SubtotalAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateNVOrgReportOrRegisterStateCd
Org Report Or Register StateFLOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksJOANN MAROLDAIndividualWithBooksNm
Phone7275013407PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 GARDEN AVE N SUITE BAddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33755ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonPATRICIA DUGGANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1200 GARDEN AVE N SUITE BAddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33755ZIPCd
FieldValueIRS element (for citing)
TitlePRES/DIRECTOTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$9,539AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$9,539TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$9,539AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$143CashDeemedCharitableAmt
Net Vl Noncharitable Assets$9,396NetVlNoncharitableAssetsAmt
Minimum Investment Return$470MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$470MinimumInvestmentReturnAmt
Tax Based On Investment Income$1TaxBasedOnInvestmentIncomeAmt
Total Tax$1TotalTaxAmt
Distributable Before Adj$469DistributableBeforeAdjAmt
Distributable Before Ded$469DistributableBeforeDedAmt
Distributable As Adjusted$469DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$469DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$992,290ExcessDistributionCyovYr3Amt
Total Excess Distribution Cyov$992,290TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$469ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$469ExcessDistributionCyovAppCYAmt
Total Corpus$991,821TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$991,821ExcessDistriCyovToNextYrAmt
Excess From Year3$991,821ExcessFromYear3Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerPATRICIA DUGGANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonPATRICIA DUGGANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1200 GARDEN AVE NORTH SUITE BAddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33755ZIPCd
FieldValueIRS element (for citing)
Recipient Phone7275013407RecipientPhoneNum
Form And Info And MaterialsAPPLICATIONS FOR CONTRIBUTIONS FROM SCIENTOLOGY,RELATED SOCIAL BETTERMENT ORGANIZATIONS, AND ORGANIZATIONS PROMOTING THE FURTHERANCE OF ART SHOULD BE WRITTEN AND STATE THE AMOUNT OF THE REQUESTED DONATION AND SHOULD BRIEFLY STATE THE INTENDED CHARITABLE USE OF THE CONTRIBUTION.FormAndInfoAndMaterialsTxt
Submission DeadlinesTHERE ARE NO SUBMISSION DEADLINES.SubmissionDeadlinesTxt
Restrictions On AwardsTHE FOUNDATION GENERALLY RESTRICTS ITS CONTRIBUTIONS TO 501(C)(3)ORGANIZATIONS THAT ARE CHURCHES OF SCIENTOLOGY, AFFILIATED SOCIAL BETTERMENT ORGANIZATIONS AND ORGANIZATIONS FURTHERING THE ARTS. THE FOUNDATION ALSO MAY CHOOSE TO INITIATE AND CONDUCT, UNDER ITS OWN DIRECTION, GRANTS TO QUALIFIED SECTION 501(C)(3) RECIPIENTS TO FURTHER ITS CHARITABLE AND EDUCATIONAL PURPOSES, WITH OR WITHOUT WRITTEN APPLICATIONS FROM THE GRANTEE ORGANIZATIONS.RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$60ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$60ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$60TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonPATRICIA DUGGANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1200 GARDEN AVE N SUITE BAddressLine1Txt
CityCLEARWATERCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33755ZIPCd
FieldValueIRS element (for citing)
Total Contributions$284,354TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryINDIRECT ACCOUNTING FEESCategoryTxt
Amt$1,300Amt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$303LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescART COLLECTIONDesc
BOY Book Value$41,660,683BOYBookValueAmt
EOY Book Value$41,901,693EOYBookValueAmt
EOYFMV$41,901,693EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
SHIPPING$31,554

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