PATRICIA A OCALLAGHAN CATHOLIC CHARITABLE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- PATRICIA A OCALLAGHAN CATHOLIC CHARITABLE FOUNDATION (EIN 82-1492623)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-04
- IRS object ID
- 202241249349101009
- Schema version
- 2021v4.1
- 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
- Expln Of Non Filing With AG Stmt
- Other Decreases Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-04T09:00:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821492623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GLENMEDE TRUST CO NA 1650 MARKE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA BURKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2022-04-26 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,634,930 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $227,367 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $227,367 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $324,866 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $962,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $324,866 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $1,227 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,227 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $553,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $553,460 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,638 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $30,319 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $30,319 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,451 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,957 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $65,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $33,276 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,319 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $310,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $310,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $375,089 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $33,276 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $340,319 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $178,371 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $520,184 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $312,035 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $274,324 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $274,324 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $5,308,551 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,523,753 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,360,606 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,620,586 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,798,077 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,634,930 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,620,586 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,798,077 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,620,586 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,798,077 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,620,586 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,798,077 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,620,586 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $178,371 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,798,957 | SubtotalAmt |
| Other Decreases | $880 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,798,077 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 5868. AQR STYLE PREMIA ALTERNATIVE FUND | 2017-09-22 | 2021-06-29 | $43,658 | $61,731 | -$18,073 | -$18,073 | |
| 11.682 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2017-09-22 | 2021-06-29 | $109 | $121 | -$12 | -$12 | |
| 323.207 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2017-09-22 | 2021-11-11 | $3,009 | $3,345 | -$336 | -$336 | |
| 119.793 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2021-10-01 | 2021-11-11 | $1,115 | $1,116 | -$1 | -$1 | |
| 5911. AMERICAN BEACON AHL TARGETRISK FUND | 2020-06-09 | 2021-11-11 | $86,537 | $69,012 | $17,525 | $17,525 | |
| 344.255 DFA US LARGE CAP VALUE PT | 2019-10-09 | 2021-06-29 | $15,395 | $12,104 | $3,291 | $3,291 | |
| 372. DFA US LARGE CAP VALUE PT | 2019-10-09 | 2021-11-11 | $17,484 | $13,019 | $4,465 | $4,465 | |
| 1789.115 DFA US SMALL CAP PORTFOLIO | 2019-10-09 | 2021-06-29 | $84,106 | $56,926 | $27,180 | $27,180 | |
| 610. DFA US SMALL CAP PORTFOLIO | 2020-08-13 | 2021-11-11 | $31,281 | $19,392 | $11,889 | $11,889 | |
| 1158. DFA INVESTMENT GRADE PORTFOLIO | 2020-12-28 | 2021-11-11 | $13,410 | $13,896 | -$486 | -$486 | |
| 511.453 DFA WORLD EX US CORE EQUITY INTL | 2019-10-09 | 2021-06-29 | $7,186 | $5,421 | $1,765 | $1,765 | |
| 493.287 DFA WORLD EX US CORE EQUITY INTL | 2020-09-29 | 2021-11-11 | $6,891 | $5,233 | $1,658 | $1,658 | |
| 375.713 DFA WORLD EX US CORE EQUITY INTL | 2021-06-29 | 2021-11-11 | $5,249 | $5,279 | -$30 | -$30 | |
| 2517. PARAMETRIC COMMODITY STRATEGY FUND | 2017-09-22 | 2021-11-11 | $18,399 | $14,020 | $4,379 | $4,379 | |
| 1196. PARAMETRIC VOLATILITY RSK PREMIUM DEF FD | 2020-08-18 | 2021-11-11 | $17,139 | $13,697 | $3,442 | $3,442 | |
| 195. FIRST TR NORTH AMERICAN ENERGY INFRA ETF | 2017-09-22 | 2021-11-11 | $4,848 | $4,626 | $222 | $222 | |
| 246.086 GMO QUALITY FUND III | 2017-09-22 | 2021-06-29 | $7,306 | $5,943 | $1,363 | $1,363 | |
| 689. GMO QUALITY FUND III | 2017-09-22 | 2021-11-11 | $21,476 | $16,639 | $4,837 | $4,837 | |
| 670.079 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2017-09-22 | 2021-06-29 | $21,362 | $18,199 | $3,163 | $3,163 | |
| 1196. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2017-09-22 | 2021-11-11 | $40,078 | $32,483 | $7,595 | $7,595 | |
| 140. EVENTIDE GILEAD FUND | 2021-06-29 | 2021-11-11 | $10,571 | $10,160 | $411 | $411 | |
| 60. OBERWEIS FUNDS INTL OP INSTL | 2021-06-29 | 2021-11-11 | $1,080 | $1,087 | -$7 | -$7 | |
| 729.829 PIMCO ALL ASSETS AUTH -IS | 2021-06-10 | 2021-06-29 | $6,408 | $6,532 | -$124 | -$124 | |
| 3186.171 PIMCO ALL ASSETS AUTH -IS | 2017-09-22 | 2021-06-29 | $27,975 | $28,726 | -$751 | -$751 | |
| .308 UNITED STATES COMMODITY INDEX FUND | 2017-09-22 | 2021-05-03 | $12 | $12 | |||
| 448.584 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2017-09-22 | 2021-06-29 | $81,328 | $58,302 | $23,026 | $23,026 | |
| 169. VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2017-09-22 | 2021-11-11 | $31,951 | $21,965 | $9,986 | $9,986 | |
| 128.325 VANGUARD SHORT TERM INFL PROTECTED FUND | 2021-06-29 | 2021-11-11 | $3,362 | $3,369 | -$7 | -$7 | |
| 255.675 VANGUARD SHORT TERM INFL PROTECTED FUND | 2020-11-02 | 2021-11-11 | $6,699 | $6,498 | $201 | $201 | |
| 85. VANGUARD FTSE ALL-WORLD EX-U | 2021-06-29 | 2021-11-11 | $5,383 | $5,424 | -$41 | -$41 | |
| 168. VANGUARD INDEX FDS REAL ESTATE ETF | 2017-09-22 | 2021-06-29 | $17,240 | $13,319 | $3,921 | $3,921 | |
| 162. VANGUARD INDEX FDS REAL ESTATE ETF | 2020-08-13 | 2021-11-11 | $17,684 | $12,833 | $4,851 | $4,851 | |
| 673.897 VANGUARD TOTAL STK MKT IN-AD | 2020-06-24 | 2021-06-29 | $73,071 | $49,820 | $23,251 | $23,251 | |
| 659. VANGUARD TOTAL STK MKT IN-AD | 2020-09-24 | 2021-11-11 | $76,984 | $47,576 | $29,408 | $29,408 | |
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P | |||||
| CAPITAL GAIN DIVIDENDS | $156,905 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $324,866 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,231 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,231 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,529 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,529 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $5,702 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST CO NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | Yes (true) | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM V KELLY | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 5 | $18,440 |
| GLENMEDE TRUST CO N A | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 5 | $42,198 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,428,115 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $249,065 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,677,180 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,677,180 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,158 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,577,022 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $328,851 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $328,851 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,231 | TotalTaxAmt |
| Distributable Before Adj | $321,620 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $321,620 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $321,620 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $340,319 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $340,319 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $321,620 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $15,729 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $16,219 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,990 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $61,938 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $340,319 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $321,620 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $18,699 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $80,637 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $80,637 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $15,729 | ExcessFromYear3Amt |
| Excess From Year2 | $16,219 | ExcessFromYear2Amt |
| Excess From Year1 | $29,990 | ExcessFromYear1Amt |
| Excess From Current Year | $18,699 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Catholic Relief Services | ||||||||
| 228 W LEXINGTON STREET | Baltimore | MD | 212013443 | NONE | PC | EMERGENCY RESPONSE IN THE | $50,000 | |
| Felician Sisters of North America | ||||||||
| 871 MERCER ROAD | Beaver Falls | PA | 150106815 | NONE | PC | FELICIAN MISSION: HAITI | $50,000 | |
| Franciscan Friars Holy Name Province | ||||||||
| 144 WEST 32ND ST | New York | NY | 10001 | NONE | PC | FRANCISCAN 360 | $50,000 | |
| Franciscan Friars of St John the | ||||||||
| 1615 VINE STREET SUITE 1 | Cincinnati | OH | 45202 | NONE | PC | ST. ANTHONY'S KITCHEN AND | $25,000 | Baptist Province |
| Mayo Clinic | ||||||||
| DEPTOF DEVELOPMENT 200 FIRST STREE | Rochester | MN | 55905 | NONE | PC | SUPPORT FOR THE POVERELLO | $35,000 | |
| Sisters of St Joseph | ||||||||
| 9701 GERMANTOWN AVENUE | Philadelphia | PA | 191182694 | NONE | PC | PURCHASE OF WHEELCHAIRS AND | $50,000 | |
| St Rose High School | ||||||||
| 607 7TH AVENUE | Belmar | NJ | 07719 | NONE | PC | CLASSROOM TECHNOLOGICAL | $20,000 | |
| Wordnet Inc | ||||||||
| 532 NORTH D STREET | San Bernardino | CA | 92401 | NONE | PC | PROMOTION OF BOOKS AND | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $310,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227,367 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $324,866 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE REBATE | Desc |
| Exclusion | $1,227 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $553,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $553,460 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | A COPY OF FORM 990-PF HAS BEEN FURNISHED TO THE NEW JERSEY AG OFFICE. HOWEVER, THE STATE OF NEW JERSEY ALLOWS ORGANIZAITONS WHO RECEIVE LESS THAN $10,000 IN GROSS PUBLIC CONTRIBUTION FOR THE FISCAL YEAR AND DO NOT COMPENSATE ANYONE IN CONNECTION WITH THE SOLICITATION OF FUNDS TO UNREGISTER WITH THE DIVISION OF CONSUMER AFFAIRS. THIS FOUNDATION ELECTS TO BE AN UNREGISTERED CHARITY. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ADJ | Desc |
| Amt | $880 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE REBATE | Desc |
| Revenue And Expenses Per Books | $1,227 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,227 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $1,494 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,048 | $2,048 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $909 | $909 | $0 |
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