TRUST UNDER WILL OF JOHN MCKEE DATED DECEMBER 8 1899: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRUST UNDER WILL OF JOHN MCKEE DATED DECEMBER 8 1899 (EIN 23-7675490)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349102204
- Schema version
- 2021v4.2
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:24:48-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231130381 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STRADLEY RONON STEVENS & YOUNG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 VALLEY STREAM PARKWAY | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237675490 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TUW JOHN MCKEE DTD 1281899 | BusinessNameLine1Txt |
| Business Name Line2 | ARCHBISHOP NELSON J PEREZ TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 4843231346 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO RJRESSLER 30 VALLEY STREAM P | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARCHBISHOP NELSON J PEREZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4843231346 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ARCHBISHOP | PersonFirstNm |
| Person Last | NELSON J PEREZ | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RUSSELL J RESSLER | PreparerPersonNm |
| PTIN | P01207560 | PTIN |
| Phone | 6106405800 | 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 |
| 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 | $8,904,943 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $250 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $92,274 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $92,274 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,032,702 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,503,626 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,032,702 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,125,226 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,124,976 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,127 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,127 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $17,766 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,766 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,100 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,100 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,543 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $319 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $319 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $65,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $308,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $308,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $374,605 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $308,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $750,621 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,063,664 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,720 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,364 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,364 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $6,690,854 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,391,831 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,843,578 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,702,575 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,453,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,904,943 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,298,635 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,298,635 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,403,940 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,154,561 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,702,575 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,453,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,702,575 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,453,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,702,575 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $750,621 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,453,196 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,453,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 13,124.992 SHARES CATHOLIC VALUES EQUITY FUND | P | 2021-04-01 | $208,031 | $147,131 | $60,900 | $60,900 |
| 1,905.626 SHARES CATHOLIC VALUES EQUITY FUND | P | 2021-04-16 | $31,500 | $21,362 | $10,138 | $10,138 |
| 1,305.609 SHARES CATHOLIC VALUES FIXED INCOME FUND | P | 2021-04-16 | $13,500 | $13,147 | $353 | $353 |
| 13,907.285 SHARES CATHOLIC VALUES EQUITY FUN | P | 2021-05-18 | $231,000 | $155,901 | $75,099 | $75,099 |
| 9,630.35 SHARES CATHOLIC VALUES FIXED INCOME FUND | P | 2021-05-18 | $99,000 | $96,978 | $2,022 | $2,022 |
| 1,966.743 SHARES CATHOLIC VALUES EQUITY FUND | P | 2021-12-16 | $34,300 | $22,047 | $12,253 | $12,253 |
| 1,425.8 SHARES CATHOLIC VALUES FIXED INCOME FUND | P | 2021-12-16 | $14,700 | $14,358 | $342 | $342 |
| CAPITAL GAINS DIVIDENDS | P | $871,595 | $871,595 | $871,595 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,032,702 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,785 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,785 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,785 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,775 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $11,010 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,785 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.MCKEESCHOLARS.ORG | WebsiteAddressTxt |
| Individual With Books | RUSSELL J RESSLER ESQUIRE | IndividualWithBooksNm |
| Phone | 4843231346 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 VALLEY STREAM PARKWAY | AddressLine1Txt |
| City | MALVERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2020 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MOST REVEREND NELSON J PEREZ | |||||||||
| C/O RUSSELL J RESSLER 30 VALLEY | STREAM PARKWAY | MALVERN | PA | 19355 | ARCHBISHOP OF PHILA, TTEE | 0.00 | $0 | $0 | $0 |
| HON THEODORE A MCKEE | |||||||||
| C/O RUSSELL J RESSLER 30 VALLEY | STREAM PARKWAY | MALVERN | PA | 19355 | COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| CAPTAIN FRANK E FALCONE USN | |||||||||
| C/O RUSSELL J RESSLER 30 VALLEY | STREAM PARKWAY | MALVERN | PA | 19355 | COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| PROFESSOR JAMES H KELCH JR | |||||||||
| C/O RUSSELL J RESSLER 30 VALLEY | STREAM PARKWAY | MALVERN | PA | 19355 | COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| JASON M BUDD | |||||||||
| C/O RUSSELL J RESSLER 30 VALLEY | STREAM PARKWAY | MALVERN | PA | 19355 | COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| CAPTAIN PAUL J BRANSON USN | |||||||||
| C/O RUSSELL J RESSLER 30 VALLEY | STREAM PARKWAY | MALVERN | PA | 19355 | COMMITTEE MEMBER | 0.00 | $0 | $0 | $0 |
| 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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,531,722 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $97,239 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,628,961 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,628,961 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,434 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,499,527 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $424,976 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $424,976 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,785 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,785 | TotalTaxAmt |
| Distributable Before Adj | $410,191 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $410,191 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $410,191 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $308,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $308,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $410,191 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $328,822 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $308,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $308,750 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $20,072 | Taxable2Amt |
| Undistributed Income CY | $410,191 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ROBERT J STERN EXECUTIVE SECRETARY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 144 | AddressLine1Txt |
| City | MERION STATION | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19066 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106607721 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS CAN BE OBTAINED AND SUBMITTED ONLINE AT THE FOUNDATION'S WEBSITE WWW.MCKEESCHOLARS.ORG. PLEASE SEE ATTACHED PRINT OUT FROM PAGE OF WEBSITE DETAILING APPLICATION REQUIREMENTS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PLEASE REFER TO THE FOUNDATION'S WEBSITE WWW.MCKEESCHOLARS.ORG | SubmissionDeadlinesTxt |
| Restrictions On Awards | PLEASE REFER TO THE FOUNDATION'S WEBSITE WWW.MCKEESCHOLARS.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| WEST CHESTER UNIVERSITY | |||||||
| 700 SOUTH HIGH STREET | WEST CHESTER | PA | 19383 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $30,500 |
| UNIVERSITY OF THE ARTS | |||||||
| 320 S BROAD STREET | PHILADELPHIA | PA | 19102 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $10,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $8,000 |
| TEMPLE UNIVERSITY | |||||||
| 1801 N BROAD STREET | PHILADELPHIA | PA | 19122 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $42,000 |
| SWARTHMORE COLLEGE | |||||||
| 500 COLLEGE AVENUE | SWARTHMORE | PA | 19081 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $8,000 |
| ST JOSEPH'S UNIVERSITY | |||||||
| 5600 CITY AVENUE | PHILADELPHIA | PA | 19131 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $5,000 |
| SOUTHEASTERN UNIVERSITY | |||||||
| 1000 LONGFELLOW BLVD | LAKELAND | FL | 33801 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $4,000 |
| SHIPPENSBURG UNIVERSITY | |||||||
| 1871 OLD MAIN DR | SHIPPENSBURG | PA | 17257 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $8,000 |
| SETON HALL UNIVERSITY | |||||||
| 400 S ORANGE AVE | SOUTH ORANGE | NJ | 07079 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $6,500 |
| RUTGERS UNIVERSITY | |||||||
| 303 COOPER STREET | CAMDEN | NJ | 08102 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $6,500 |
| GEORGIA STATE UNIVERSITY | |||||||
| 33 GILMER STREET SE | ATLANTA | GA | 30303 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $5,000 |
| PENNSYLVANIA STATE UNIVERSITY | |||||||
| 201 SHIELDS BUILDING | UNIVERSITY PARK | PA | 16802 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $49,000 |
| NORTHEASTERN UNIVERSITY | |||||||
| 360 HUNTINGTON AVE | BOSTON | MA | 02115 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $8,000 |
| NORTH CAROLINA STATE UNIVERSITY | |||||||
| 121 PEELE HALL CAMPUS BOX 7103 | RALEIGH | NC | 27695 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $4,000 |
| MUHLENBERG COLLEGE | |||||||
| 2400 W CHEW STREET | ALLENTOWN | PA | 18104 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $5,000 |
| LYCOMING COLLEGE | |||||||
| ONE COLLEGE PLACE BOX 165 | WILLIAMSPORT | PA | 177015192 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $4,000 |
| LASALLE UNIVERSITY | |||||||
| 1900 W OLNEY AVE | PHILADELPHIA | PA | 19141 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $22,500 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3400 N CHARLES STREET | BALTIMORE | MD | 21218 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $2,750 |
| JAMES MADISON UNIVERSITY | |||||||
| 1031 HARRISON STREET MSC 3603 | HARRISONBURG | VA | 22807 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $4,000 |
| JACKSONVILLE UNIVERSITY | |||||||
| 2800 UNIVERSITY BLVD N | JACKSONVILLE | FL | 32211 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $5,000 |
| IMMACULATA UNIVERSITY | |||||||
| 1145 WEST KING ROAD | IMMACULATA | PA | 19345 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $6,500 |
| HOLY FAMILY UNIVERSITY | |||||||
| 9801 FRANKFORD AVENUE | PHILADELPHIA | PA | 19114 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $11,500 |
| GEORGIA INSTITUTE OF TECHNOLOGY | |||||||
| 760 SPRING STREET NW SUITE 400 | ATLANTA | GA | 30308 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $4,000 |
| FULL SAIL UNIVERSITY | |||||||
| 3300 UNIVERSITY BLVD | WINTER PARK | FL | 32792 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $4,000 |
| ELON UNIVERSITY | |||||||
| 50 CAMPUS DRIVE | ELON | NC | 27244 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $6,500 |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $22,000 |
| CHEYNEY UNIVERSITY | |||||||
| 1837 UNIVERSITY CIRCLE | CHEYNEY | PA | 19319 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $5,000 |
| CHESTNUT HILL COLLEGE | |||||||
| 9601 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $6,500 |
| CABRINI UNIVERSITY | |||||||
| 610 KING OF PRUSSIA ROAD | RADNOR | PA | 190873698 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANTS | $4,000 |
| ARCADIA UNIVERSITY | |||||||
| 450 S EASTON ROAD | GLENSIDE | PA | 19038 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | $5,000 |
| KUTZTOWN UNIVERSITY | |||||||
| 15200 KUTZTOWN ROAD | KUTZTOWN | PA | 19530 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | -$2,000 |
| BERKLEE COLLEGE OF MUSIC | |||||||
| 1140 BOYLSTON STREET | BOSTON | MA | 02215 | N/A | 501 (C)(3) ORGANIZAT | INDIVIDUAL STUDENT SCHOLARSHIP GRANT | -$2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $308,750 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,274 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,032,702 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,124,976 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,124,976 | 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 | ARCHDIOCESE OF PHILADELPHIA | CategoryTxt |
| Amt | $17,766 | Amt |
| Net Investment Income | $17,766 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CATHOLIC VALUES EQUITY FUND | AT COST | $4,938,851 | $6,369,093 |
| CATHOLIC VALUES FIXED INCOME FUND | AT COST | $2,452,980 | $2,474,485 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | STRADLEY, RONON, STEVENS & YOUNG, LLP | CategoryTxt |
| Legal Fees | $15,127 | LegalFeesAmt |
| Net Investment Income | $15,127 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEB SITE MAINTENANCE | $112 | $112 | $0 |
| OFFICE SUPPLIES | $207 | $207 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ROBERT J. STERN, EXECUTIVE SECRETARY - CONSULTANT FEES | CategoryTxt |
| Amt | $28,100 | Amt |
| Net Investment Income | $28,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 2021 ESTIMATED TAX | $3,775 | $0 | $0 |
| 2020 TAX | $768 | $0 | $0 |
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