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TRISH JOY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
TRISH JOY FOUNDATION (EIN 46-1403949)
Tax period
2021-01-01 to 2021-12-31
Filed
2023-02-23
IRS object ID
202330549349100013
Schema version
2021v4.0
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)
Return2023-02-23T15:18:27-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN953387333PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1GREENBERG AND JACKSON CPASBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11480 COLORADO BLVD STE 200AddressLine1Txt
CityEAGLE ROCKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90041ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

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
Phone7272385754PhoneNum

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
Phone7272385754PhoneNum
Signature2023-01-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstPATRICIAPersonFirstNm
Person LastDUGGANPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRADFORD N BERNSTEIN CPAPreparerPersonNm
PTINP01352523PTIN
Phone8182493230PhoneNum
Preparation2023-02-18PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-03-07 01:45:13ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$42,084,127FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$1InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$1InterestOnSavingsAdjNetIncmAmt
Total Rev And Expnss$1TotalRevAndExpnssAmt
Total Net Invst Incm$1TotalNetInvstIncmAmt
Total Adj Net Incm$1TotalAdjNetIncmAmt
Legal Fees Rev And Expnss$20,649LegalFeesRevAndExpnssAmt
Other Expenses Rev And Expnss-$5,822OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$14,827TotOprExpensesRevAndExpnssAmt
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$14,827TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$14,826ExcessRevenueOverExpensesAmt
Net Investment Income$1NetInvestmentIncomeAmt
Adjusted Net Income$1AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$17,592SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,766SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,766SavAndTempCashInvstEOYFMVAmt
Other Assets BOY$42,081,361OtherAssetsBOYAmt
Other Assets EOY$42,081,361OtherAssetsEOYAmt
Other Assets EOYFMV$42,081,361OtherAssetsEOYFMVAmt
Total Assets BOY$42,098,953TotalAssetsBOYAmt
Total Assets EOY$42,084,127TotalAssetsEOYAmt
Total Assets EOYFMV$42,084,127TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$42,098,953NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$42,084,127NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$42,098,953TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$42,084,127TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$42,098,953TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$42,084,127TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$42,098,953TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$14,826ExcessRevenueOverExpensesAmt
Subtotal$42,084,127SubtotalAmt
Tot Net Ast Or Fund Balances EOY$42,084,127TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Form2220 AttachedYes (X)Form2220AttachedInd

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
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 Pos0.00AverageHrsPerWkDevotedToPosRt
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$10,176AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$10,176TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$10,176AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$153CashDeemedCharitableAmt
Net Vl Noncharitable Assets$10,023NetVlNoncharitableAssetsAmt
Minimum Investment Return$501MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$501MinimumInvestmentReturnAmt
Distributable Before Adj$501DistributableBeforeAdjAmt
Distributable Before Ded$501DistributableBeforeDedAmt
Distributable As Adjusted$501DistributableAsAdjustedAmt

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$501DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$56,645,513ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$992,467ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$57,637,980TotalExcessDistributionCyovAmt
Excess Distri Cyov App CY Corpus$501ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$501ExcessDistributionCyovAppCYAmt
Total Corpus$57,637,479TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$56,645,012ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$992,467ExcessDistriCyovToNextYrAmt
Excess From Year1$992,467ExcessFromYear1Amt

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$1ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryINDIRECT LEGAL FEESCategoryTxt
Legal Fees$20,649LegalFeesAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescART COLLECTIONDesc
BOY Book Value$42,081,361BOYBookValueAmt
EOY Book Value$42,081,361EOYBookValueAmt
EOYFMV$42,081,361EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
EXPENSES
INSURANCE REIMBURSEMENT-$4,950
FED TAX REFUND-$872

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