PATHY FAMILY FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PATHY FAMILY FOUNDATION (EIN 98-1735754)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323199349102827
- Schema version
- 2022v5.0
- 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
- Expln Of Non Filing With AG Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T10:21:51-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 WOOD AVENUE SOUTH | AddressLine1Txt |
| City | ISELIN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08830 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 981735754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATHY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATH | BusinessNameControlTxt |
| Phone | 5148786429 | PhoneNum |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 DE LA GAUCHETIERE OUEST 3400 | AddressLine1Txt |
| City | MONTREAL | CityNm |
| Province Or State | QUEBEC | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | H3B 4W5 | ForeignPostalCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL PATHY | PersonNm |
| Person Title | TREASURER/DIRECTOR | PersonTitleTxt |
| Foreign Phone | 5148786429 | ForeignPhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | PATHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL R SALES | PreparerPersonNm |
| PTIN | P01770943 | PTIN |
| Phone | 7325164200 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Organization | Yes (X) | ForeignOrganizationInd |
| Foreign Org Meeting85 Pct Test | Yes (X) | ForeignOrgMeeting85PctTestInd |
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $209,561,266 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $76,846 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $482,715 | InterestOnSavRevAndExpnssAmt |
| Dividends Rev And Expnss | $6,586,176 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $257,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $257,813 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $7,403,550 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $430,102 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $425,447 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,148 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $197,129 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $153,858 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $95,368 | OccupancyRevAndExpnssAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $95,368 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $72,279 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $70,724 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $801,026 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $745,397 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,483,776 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,824,126 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,284,802 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,569,523 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,881,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $30,760,840 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,226,868 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,226,868 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $927,858 | AcctRcvblAmt |
| Acct Rcvbl BOY | $970,439 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $927,858 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $927,858 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $7,215 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $7,475 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $7,475 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,509,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,673,400 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,673,400 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $210,936,479 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $193,618,334 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $193,618,334 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $62,915 | OtherAssetsBOYAmt |
| Other Assets EOY | $107,331 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $107,331 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $256,247,465 | TotalAssetsBOYAmt |
| Total Assets EOY | $209,561,266 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $209,561,266 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $406,724 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $58,650 | AccountsPayableEOYAmt |
| Deferred Revenue BOY | $78,877 | DeferredRevenueBOYAmt |
| Other Liabilities BOY | $2,536 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $39,105 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $488,137 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $97,755 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $255,759,328 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $209,463,511 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $255,759,328 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $209,463,511 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $256,247,465 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $209,561,266 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $255,759,328 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,881,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $315,038 | OtherIncreasesAmt |
| Subtotal | $250,193,114 | SubtotalAmt |
| Other Decreases | $40,729,603 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $209,463,511 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://PATHYFOUNDATION.CA/ | WebsiteAddressTxt |
| Individual With Books | JEAN-NICOLAS FONTAINE | IndividualWithBooksNm |
| Phone | 5148786429 | PhoneNum |
Location Of Books Foreign Address LocationOfBooksForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 DE LA GAUCHETIERE OUEST SUITE | AddressLine1Txt |
| Address Line2 | 3400 | AddressLine2Txt |
| City | MONTREAL | CityNm |
| Province Or State | QUEBEC | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | H3B 4WF | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | CA | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| PATHY CONSTANCE V | |||||||||
| 820 UPPER BELMONT | WESTMOUNT | QUEBEC | CA | H3Y 1K4 | DIRECTOR/SENIOR VICE-PRESIDENT | 0.33 | $0 | $0 | $0 |
| PATHY LAURENCE G | |||||||||
| 820 UPPER BELMONT | WESTMOUNT | QUEBEC | CA | H3Y 1K4 | DIRECTOR | 4.00 | $0 | $0 | $0 |
| PATHY MARK L | |||||||||
| 455 ST PIERRE PH-3 | MONTREAL | QUEBEC | CA | H2Y 2M8 | DIRECTOR/CHAIRMAN | 0.33 | $0 | $0 | $0 |
| PATHY JESSICA | |||||||||
| 455 ST PIERRE PH-3 | MONTREAL | QUEBEC | CA | H2Y 2M8 | DIRECTOR | 0.33 | $0 | $0 | $0 |
| PATHY PAUL M | |||||||||
| 205 EDGEHILL RD | WESTMOUNT | QUEBEC | CA | H3Y 1G1 | DIRECTOR/TREASURER | 0.33 | $0 | $0 | $0 |
| DESJARDINS MARIE-MICHELLE | |||||||||
| 205 EDGEHILL RD | WESTMOUNT | QUEBEC | CA | H3Y 1G1 | DIRECTOR | 0.33 | $0 | $0 | $0 |
| SHEMIE KETHER A | |||||||||
| 455 ST PIERRE PH-3 | MONTREAL | QUEBEC | CA | H2Y 2M8 | SECRETARY | 0.33 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|---|
| LAYLA SAAD | |||||||||
| 1000 DE LA GAUCHETIERE OUEST STE | 3400 | MONTREAL | CA | H3B 4W5 | EXECUTIVE DIRECTOR | 35.00 | $164,742 | $25,111 | $676 |
| DOMINIQUE CHAUVET-STACO | |||||||||
| 1000 DE LA GAUCHETIERE OUEST STE | 3400 | MONTREAL | CA | H3B 4W5 | SENIOR OFFICER, PROG | 35.00 | $79,765 | $14,617 | $0 |
| MICHELLE LEDONNE | |||||||||
| 1000 DE LA GAUCHETIERE OUEST STE | 3400 | MONTREAL | CA | H3B 4W5 | PROGRAM OFFICER | 35.00 | $59,221 | $11,057 | $944 |
| MELISSA HYNES | |||||||||
| 1000 DE LA GAUCHETIERE OUEST STE | 3400 | MONTREAL | CA | H3B 4W5 | OPERATIONS OFFICER | 35.00 | $53,592 | $10,086 | $524 |
| MARTINA ULRICHS | |||||||||
| 1000 DE LA GAUCHETIERE OUEST STE | 3400 | MONTREAL | CA | H3B 4W5 | PROGRAM OFFICER | 35.00 | $46,747 | $10,714 | $806 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 5 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,569,523 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,569,523 | QualifyingDistributionsAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
| Total Grant Or Contri Pd Dur Yr | $0 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $482,715 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,586,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $257,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $7,326,704 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,326,704 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | AUDIT SERVICES | CategoryTxt |
| Amt | $6,148 | Amt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PATHY FAMILY FOUNDATION IS NOT REQUIRED TO FURNISH A COPY OF ITS FORM 990-PF TO ANY STATE ATTORNEY GENERAL AS IT IS A FOREIGN PRIVATE FOUNDATION. | ExplanationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| PART I, LINE 25, COLUMN (A) - GRANTS PAID DURING THE YEAR | NAME, ADDRESS, AND AMOUNT ACTION AGAINST HUNGER CANADA 720 BATHURST ST, SUITE 500 TORONTO, ONTARIO M5S 2R4CANADAAMOUNT: $192,116 ACTION REFUGIES MONTREAL 1439 STE. CATHERINE STREET WESTMONTREAL, QUEBEC H3G 1S6CANADAAMOUNT: $101,821ALLO PROF 905, AVENUE DE LORIMIERMONTREAL, QUEBEC H2K 3V9CANADAAMOUNT: $230,539BROME-MISSISQUOI-PERKINS HOSPITAL FDN PRINCIPALE LOCAL B-1500COWANSVILLE, QUEBEC J2K 1K3CANADAAMOUNT: $76,846CACTUS MONTREAL 1300 RUE SANGUINET MONTREAL, QUEBEC H2X 3E8CANADAAMOUNT: $61,477CARE CANADA 100-9 GURDWARA ROADOTTAWA, ONTARIO K2E 7X6CANADA AMOUNT: $422,654CENTRAIDE OF GREATER MONTREAL 493 SHERBROOKE STREET WEST MONTREAL, QUEBEC H3A 1B6CANADAAMOUNT: $384,231CHILDREN INTERNATIONAL CANADA 130 ADELAIDE STREET WEST, SUITE 701TORONTO, ONTARIO M5H 2K4CANADAAMOUNT: $435,303DANS LA RUE - SUPPLIER 533 ONTARIO STREET EAST, SUITE 450 MONTREAL, QUEBEC H2L 1N8CANADAAMOUNT: $30,539ELIZABETH FRY SOCIETY OF MAINLAND NOVA SCOTIA 1 TULIP STREETDARTMOUTH, NOVA SCOTIA B3A 2S3CANADAAMOUNT: $146,623FONDATION HEC MONTRAL 3000 CHEMIN DE LA COTE-SAINTE-CATHERINE MONTREAL, QUEBEC H3T 2A7CANADAAMOUNT: $307,385FONDATION LA RUE DES FEMMES 1050, RUE JEANNE-MANCE MONTREAL, QUEBEC H2Z 1L7CANADAAMOUNT: $153,692FONDATION MARIE-VINCENT 4100 RUE MOLSON 4E ETAGE MONTREAL, QUEBEC H1Y 3N1CANADAAMOUNT: $307,385GOVERNORS OF ST. FRANCIS XAVIER UNIVERSITY PO BOX 5000 ANTIGONISH, NOVA SCOTIA B2G 2W5CANADAAMOUNT: $373,961HABILITAS FOUNDATION 7010 SHERBROOKE ST WMONTREAL, QUEBEC H4B 1R3CANADAAMOUNT: $374,625HEAD AND HANDS 3465 AVENUE BENNY MONTREAL, QUEBEC H4B 2R9CANADAAMOUNT: $203,643THE ILISAQSIVIK SOCIETY PO BOX 150 CLYDE RIVER, NUNAVUT X0A 0E0CANADAAMOUNT: $384,495INDSPIRE 555 RICHMOND ST WEST, SUITE 1002 TORONTO, ONTARIO M5V 3B1CANADAAMOUNT: $153,692INSTITUT F / F INSTITUTE 469 RUE JEAN-TALON OUEST, BUREAU 306MONTREAL, QUEBEC H3N 1R4CANADAAMOUNT: $153,692JE PASSE PARTOUT 4731 ST CATHERINE ST E MONTREAL, QUEBEC H1V 1Z3CANADAAMOUNT: $162,914MAISON D'HAITI 3245, AVENUE EMILE JOURNAULT MONTREAL, QUEBEC H1Z 0B1CANADAAMOUNT: $101,821MARTIN FAMILY INITIATIVE 759 SQUARE VICTORIA MONTREAL, QUEBEC H2Y 2J7CANADAAMOUNT: $384,231MEDECINS DU MONDE 560, BOUL. CREMAZIE EST, SUITE 100 MONTREAL, QUEBEC H2P 1E8CANADAAMOUNT: $81,457MONTREAL CHILDREN'S HOSPITAL FOUNDATION 3400 BOUL. DE MAISONNEUVE, B. 1420 MONTREAL, QUEBEC H3Z 3B8CANADAAMOUNT: $467,994MONTREAL NEUROLOGICAL INSTITUTE AND HOSPITAL 3801 UNIVERSITY STREETMONTREAL, QUEBEC H3A 2B4CANADAAMOUNT: $122,954NEW PATHWAYS FOUNDATION 250, PLACE CHEF-MICHEL-LAVEAU, BUREAU 102 WENDAKE, QUEBEC G0A 4V0CANADAAMOUNT: $81,457OUTSIDE LOOKING IN 100 KING STREET WEST, 5TH FLOOR TORONTO, ONTARIO M5H 1K5CANADAAMOUNT: $238,223PARTNERS IN HEALTH 890 YONGE STREET, SUITE 603TORONTO, CANADA M4W 3P4CANADAAMOUNT: $260,858PETITES-MAINS 7595 BOULEVARD SAINT-LAURENTMONTREAL, QUEBEC H2R 1W9CANADAAMOUNT: $153,692PHYSICAL LITERACY FOR LIFE 775 MAARKET STREETVICTORIA, BC V8T 0B4CANADAAMOUNT: $153,692POUR 3 POINTS 372 RUE SAINTE-CATHERINE O, BUREAU 527 MONTREAL, QUEBEC H3B 1A2CANADAAMOUNT: $203,643PROJET 10 / PROJECT 10 1575 RUE ATATEKEN MONTREAL, QUEBEC H2L 3L4CANADAAMOUNT: $61,477RESEAU ENFANT-RETOUR CANADA 950, AV. BEAUMONT, BUREAU 103MONTREAL, QUEBEC H3N 1V5CANADAAMOUNT: $205,325RESILIENCE MONTREAL 4000 SAINTE-CATHERINE ST WESTWESTMOUNT, QUEBEC H3Z 1P1CANADAAMOUNT: $101,821RIDEAU HALL FOUNDATION 9 RIDEAU GATEOTTAWA, ONTARIO K1M 1M6CANADAAMOUNT: $76,846SEAMONT FOUNDATION 3500-1000 RUE DE LA GAUCHETIERE O MONTREAL H3B4W5CANADAAMOUNT: $3,132,577STEPHEN LEWIS FOUNDATION 260 SPADIAN AVENUE, SUITE 501 TORONTO, ONTARIO M5T 2E4CANADAAMOUNT: $38,423THE CANADIAN CENTRE TO END HUMAN TRAFFICKING 253-110 CUMBERLAND STTORONTO, ONTARIO M5R 3V5CANADAAMOUNT: $256,154THE EXCELLENCE IN LITERACY FOUNDATION PO BOX 639RICHMOND, ONK0A 2Z0AMOUNT: $122,186THE NATIVE WOMEN'S SHELTER OF MONTREAL PO BOX 183, STATION A MONTREAL, QUEBEC H3C 2S2CANADAAMOUNT: $115,269TOSTAN CANADA 17098 SPEER RDLONG SAULT, ONTARIO K0C 1P0CANADAAMOUNT: $461,077VOICE FOUND 1 NICHOLAS STREET OTTAWA, ONTARIO K1N 7B7CANADAAMOUNT: $192,116WHITE RIBBON 5200 YONGE ST, 2ND FLOOR TORONTO, ONTARIO M2N 5P6CANADAAMOUNT: $142,550YOUTH FUSION / FUSION JEUNESSE 1200 BOUL. CREMAZIE EST, SUITE 101MONTREAL, QUEBEC H20 3A6CANADAAMOUNT: $162,914YWCA FOUNDATION OF MONTREAL 1355 RENE-LEVESQUE BLVD WMONTREAL, QUEBEC H3G 1T3 CANADAAMOUNT: $307,385TOTAL GRANTS PAID DURING THE YEAR $12,483,776 |
| FORM 990-PF QUESTION D2 - 85% FOREIGN SUPPORT TEST (2014-2022) | CONTRIBUTOR & AMOUNTMR. PATHY AMOUNT: $400,000SEAMONT AMOUNT: $10,585,000 OCEANPATH INC. AMOUNT: $29,007,296LGP - RIDEAU HALL AMOUNT: $100,000LGP - AIRCRAFT AMOUNT: $13,000MR. LGP AMOUNT: $3000,000163636 CANADA INC. AMOUNT: $996,660FEDNAV HOLDINGS INC. AMOUNT: $94,922,775MR. M.L. PATHY AMOUNT: $1,900,000MR. P.M. PATHY AMOUNT: $1,600,000MR. L.G. PATHY AMOUNT: $51,500,000TOTAL CONTRIBUTIONS $194,024,731TOTAL FOREIGN CONTRIBUTIONS $194,024,731PERCENTAGE OF FOREIGN CONTRIBUTIONS 100.00%PERCENTAGE OF US CONTRIBUTIONS 0.00% |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (19 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MARRETT INV GRADE HEDGED STRATEGY | $3,058,892 | $3,058,892 |
| BCE INC PRF CUM REDEEM 1ST SER'AF'- PS | $60,926 | $60,926 |
| BCE INC PRF CUM REDEEM 1ST SER'AG'- PS | $421,793 | $421,793 |
| BCE INC PRF CUM REDEEM 1ST SER'AI'- PS | $558,910 | $558,910 |
| BROOKFIELD CORPORATION - PS | $342,487 | $342,487 |
| CDN UTILITIES PRF SER 'CC' CAD25 - PS | $299,550 | $299,550 |
| ENBRIDGE INC 4.4% CUM RED PFD - PS | $81,944 | $81,944 |
| ENBRIDGE INC CUM RED SER F - PS | $339,980 | $339,980 |
| ENBRIDGE INC CUM RED PRF SHS B CAD25.00 - PS | $275,680 | $275,680 |
| FORTIS INC 1ST PRF CUM RED SERIES 'G' - PS | $190,889 | $190,889 |
| FORTIS INC PRF SER 'J' CAD25 - PS | $320,185 | $320,185 |
| GEORGE WESTON 4.75%PRF CAD25 SER V - PS | $308,815 | $308,815 |
| GREAT WEST LIFECO INC 1ST - PS | $293,579 | $293,579 |
| MANULIFE FINL CORP NON-CUM RATE CL A SER15 - PS | $174,933 | $174,933 |
| TC ENERGY CORP CUMULATIVE RED SHS SER 3 - PS | $140,662 | $140,662 |
| TC ENERGY CORP CUMULATIVE RED SHS SER 7 PS | $387,022 | $387,022 |
| TC ENERGY CORP CUMULATIVE RED SHS SER 9 PS | $55,556 | $55,556 |
| TORONTO-DOMINION NON CUM 5 YR RT PFD - PS | $52,627 | $52,627 |
| VERSANT POWER PRF STK SERIES 'A' - PS | $308,970 | $308,970 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (15 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| KINGSETT CANADIAN REAL ESTATE INCOME FUND LP | FMV | $3,701,193 | $3,701,193 |
| KINGSETT HIGH YIELD FUND LP | FMV | $4,088,889 | $4,088,889 |
| KINGSETT SENIOR MORTGAGE FUND LP | FMV | $4,166,667 | $4,166,667 |
| MARLIN SPRING DEVELOPMENT FUND II LP | FMV | $22,364 | $22,364 |
| MANAGED FUND / BRIDGEWATER FUND LIMITED | FMV | $1,959,943 | $1,959,943 |
| NEW HOLLAND TACTICAL ALPHA OFFSHORE FUND LTD | FMV | $3,739,604 | $3,739,604 |
| PIMCO FUNDS GLOBAL INVESTORS SERIES PLC | FMV | $11,979,106 | $11,979,106 |
| RP DEBT OPPORTUNITIES FUND TRUST | FMV | $4,478,034 | $4,478,034 |
| THIRD POINT OFFSHORE FUND, LTD | FMV | $2,185,311 | $2,185,311 |
| ISHARES S&P/TSX CA COMMON UNITS - ETF | FMV | $11,135,432 | $11,135,432 |
| MFC ISHARES S&P/TSX CAPPED COMPO - ETF | FMV | $55,120,847 | $55,120,847 |
| MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS - ETF | FMV | $10,997,455 | $10,997,455 |
| ISHARES CORE MSCI EAFE IMI IDX - ETF | FMV | $37,387,093 | $37,387,093 |
| MFC ISHARES TRUST ISHARES CORE S&P US VALUE - ETF | FMV | $382,801 | $382,801 |
| MFC VANGUARD INDEX FDS TOTAL STOCK MARKET - ETF | FMV | $42,273,595 | $42,273,595 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTY | Desc |
| BOY Book Value | $62,915 | BOYBookValueAmt |
| EOY Book Value | $107,331 | EOYBookValueAmt |
| EOYFMV | $107,331 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED LOSS ON INVESTMENTS | $26,306,480 |
| TRANSLATION ADJUSTMENTS | $14,423,123 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $29,379 | $0 | $29,379 |
| TRANSLATION FEES | $1,819 | $0 | $1,819 |
| MEMBERSHIP FEES | $39,185 | $0 | $39,185 |
| OTHER EXPENSES | $1,896 | $0 | $341 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE GAIN | Desc |
| Amt | $315,038 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO RELATED PARTY | Desc |
| BOY Book Value | $2,536 | BOYBookValueAmt |
| EOY Book Value | $39,105 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $92,449 | $0 | $92,449 |
| INVESTMENT MANAGEMENT FEES | $27,974 | $0 | $0 |
| INVESTMENT CUSTODIAL FEES | $15,297 | $0 | $0 |
| WEBSITE DEVELOPMENT | $61,409 | $0 | $61,409 |
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