ROSSWOOD FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ROSSWOOD FOUNDATION (EIN 80-0030671)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202101339349103250
- Schema version
- 2020v4.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T17:03:50-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 383133790 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1601 MARQUETTE ST STE 4 | AddressLine1Txt |
| City | BAY CITY | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 487066392 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800030671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSSWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROSS | BusinessNameControlTxt |
| Phone | 7722310279 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 LITTLE HARBOUR DRIVE | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE ALEXANDER ROSS | PersonNm |
| Person Title | PRESIDENT & TREAS. | PersonTitleTxt |
| Phone | 7722310279 | PhoneNum |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GEORGE | PersonFirstNm |
| Person Last | ROSS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA M EBEL | PreparerPersonNm |
| PTIN | P00184232 | PTIN |
| Phone | 9896674900 | PhoneNum |
| Preparation | 2021-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $20,306,344 | 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 | $251,807 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,424 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,424 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $469,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $469,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $358,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,264,585 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $358,564 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,081,090 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $829,283 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $712 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,650 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,650 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $739 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $678 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $24,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $23,566 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $773 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $861,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $861,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $885,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $23,566 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $862,273 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $195,251 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $805,717 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $489,961 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $337,765 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $337,765 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,603,944 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,022,819 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,020,757 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,202,413 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,774,602 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,929,898 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $33,531 | OtherAssetsBOYAmt |
| Other Assets EOY | $17,924 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $17,924 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,329,849 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,153,110 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,306,344 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,329,849 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,153,110 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,329,849 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,153,110 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,329,849 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,153,110 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,329,849 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $195,251 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,628,010 | OtherIncreasesAmt |
| Subtotal | $10,153,110 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,153,110 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $2,247,651 | $1,906,021 | $341,630 | $341,630 |
| CAPITAL GAIN DISTRIBUTIONS | P | $16,934 | $16,934 | $16,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $358,564 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $358,564 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,199 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,199 | SubtotalAmt |
| Tax Based On Investment Income | $11,199 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,843 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $8,843 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $2,356 | TaxDueAmt |
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 | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MARTHA ROSS | IndividualWithBooksNm |
| Phone | 7222310279 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 LITTLE HARBOUR | AddressLine1Txt |
| City | VERA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32963 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GEORGE ALEXANDER ROSS | ||||||||
| 1310 LITTLE HARBOUR DRIVE | VERO BEACH | FL | 32963 | PRESIDENT & | 1.00 | $0 | $0 | $0 |
| MARTHA WOODRUFF ROSS | ||||||||
| 1310 LITTLE HARBOUR DRIVE | VERO BEACH | FL | 32963 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RACHEL ROSS TOWNE | ||||||||
| 63 HIGH RIDGE RD | SUNAPEE | NH | 03782 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET ROSS WHALEN | ||||||||
| 506 HONEYSUCKLE LANE | VERO BEACH | FL | 32963 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BERNARD RICHARD TOWNE | ||||||||
| 63 HIGH RIDGE RD | SUNAPEE | NH | 03782 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL CHRISTOPHER WHALEN | ||||||||
| 506 HONEYSUCKLE LANE | VERO BEACH | FL | 32963 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $17,374,296 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $555,363 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,929,659 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $17,929,659 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $268,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,660,714 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $883,036 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $883,036 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,199 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,199 | TotalTaxAmt |
| Distributable Before Adj | $871,837 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $871,837 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $871,837 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $862,273 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $862,273 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $862,273 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $871,837 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $25,051 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9,983 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $25,251 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $20,412 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $47,026 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $127,723 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $862,273 | QualifyingDistributionsAmt |
| Applied To Current Year | $862,273 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $9,564 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $9,564 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $118,159 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $15,487 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $102,672 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9,983 | ExcessFromYear4Amt |
| Excess From Year3 | $25,251 | ExcessFromYear3Amt |
| Excess From Year2 | $20,412 | ExcessFromYear2Amt |
| Excess From Year1 | $47,026 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AID TO THE CHURCH IN NEED | ||||||||
| PO BOX 220384 | BROOKLYN | NY | 11222 | PC | MISSION SUPPORT | $20,000 | ||
| AUGUSTINE INSTITUTE | ||||||||
| 6160 S SYRACUSE WAY | GREENWOOD VILLAGE | CO | 80111 | PC | FINANCIAL SUPPORT FOR SCHOOL | $50,000 | SUITE 310 | |
| CARDINAL NEWMAN ACADEMY | ||||||||
| 8706-A QUAKER LN | NORTH CHESTERFIELD | VA | 23235 | PC | FINANCIAL SUPPORT FOR SCHOOL | $10,000 | ||
| CARDINAL NEWMAN SOCIETY | ||||||||
| 10432 BALLS FORD RD | MANASSAS | VA | 20109 | PC | FINANCIAL SUPPORT FOR SCHOOL | $50,000 | SUITE 300 | |
| CARING CENTER FOR WOMEN | ||||||||
| 1986 31ST AVENUE | VERO BEACH | FL | 32960 | PC | ALTERNATIVES TO ABORTION | $50,000 | SUITE 100 | |
| CATHOLIC WORLD MISSION | ||||||||
| 30 MANSELL CT | ROSWELL | GA | 30076 | PC | MISSION SUPPORT | $100,000 | SUITE 103 | |
| CNEWA | ||||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | PC | MISSION SUPPORT | $10,000 | ||
| DIVINE MERCY UNIVERSITY | ||||||||
| 45154 UNDERWOOD LANE | STERLING | VA | 20166 | PC | FINANCIAL SUPPORT FOR SCHOOL | $100,000 | ||
| DOMINICAN SISTERS OF MARY | ||||||||
| 24 FRANK LLOYD WRIGHT DR | ANN ARBOR | MI | 48105 | PC | MISSION SUPPORT | $60,000 | PO BOX 365 | |
| FOUNDATION FOR CATHOLIC EDUCATION | ||||||||
| 42 KEARSARGE VALLEY RD | WILMOT | NH | 03287 | PC | FINANCIAL SUPPORT FOR SCHOOLS | $50,000 | ||
| GOOD SHEPHERD SCHOOL | ||||||||
| PO BOX 430 | PURCELLVILLE | VA | 20134 | PC | FINANCIAL SUPPORT FOR SCHOOL | $5,000 | ||
| HUMAN LIFE FOUNDATION | ||||||||
| 271 MADISON AVE | NEW YORK CITY | NY | 10016 | PC | SUPPORTER OF PRO-LIFE ACTIVITIES | $10,000 | SUITE 1005 | |
| MAGDALEN COLLEGE | ||||||||
| 511 KEARSAGE MOUNTAIN RD | WARNER | NH | 03278 | PC | FINANCIAL SUPPORT FOR SCHOOL | $10,000 | ||
| MATER ECCLESIA FUND FOR VOCATIONS | ||||||||
| 800 HILLSDALE RD | WEST CHESTER | PA | 19382 | PC | ASSIST KIDS WITH STUDENT LOANS | $80,000 | ||
| MATER ECCLESIAE INC | ||||||||
| 951 PEACHTREE PKWY | CUMMING | GA | 30041 | PC | MISSION SUPPORT | $100,000 | RC CONSECRATED WOMEN | |
| MOUNT ROYAL ACADEMY | ||||||||
| PO BOX 362 | SUNAPEE | NH | 03782 | PC | FINANCIAL SUPPORT FOR SCHOOL | $50,000 | ||
| MOUNT ROYAL ACADEMY NORTH | ||||||||
| PO BOX 94 | LANCASTER | NH | 03587 | PC | FINANCIAL SUPPORT FOR SCHOOL | $10,000 | ||
| RC MISSION CORPS | ||||||||
| 525 TRIBBLE GAP RD | CUMMING | GA | 30040 | PC | MISSION SUPPORT | $10,000 | SUITE 1466 | |
| ST MICHAEL THE ARCHANGEL REGIONAL | ||||||||
| 2225 SUMMIT PARK DR | PETOSKEY | MI | 49770 | PC | FINANCIAL SUPPORT FOR SCHOOL | $66,500 | ||
| VILLE DE MARIE ACADEMY | ||||||||
| 8524 E THOMAS RD | SCOTTSDALE | AZ | 85251 | PC | FINANCIAL SUPPORT FOR SCHOOL | $20,000 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $861,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,424 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $469,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $358,564 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $829,283 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $829,283 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF ELIZABETH ROSS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4775 SOUTH HARBOR DRIVE APT 103 | AddressLine1Txt |
| City | VERO BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32967 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $251,807 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $950 | Amt |
| Net Investment Income | $238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $712 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $1,774,602 | EOYBookValueAmt |
| EOYFMV | $1,929,898 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $8,022,819 | EOYBookValueAmt |
| EOYFMV | $18,020,757 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $33,531 | BOYBookValueAmt |
| EOY Book Value | $17,924 | EOYBookValueAmt |
| EOYFMV | $17,924 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT FOR INHERITED SECURITIES | Desc |
| Amt | $1,628,010 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES - HUNTINGTON BANK | CategoryTxt |
| Amt | $22,650 | Amt |
| Net Investment Income | $22,650 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $739 | Amt |
| Net Investment Income | $678 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
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