CARLESIMO FAMILY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- CARLESIMO FAMILY FOUNDATION (EIN 26-1615313)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-05-14
- IRS object ID
- 202011359349102001
- Schema version
- 2019v5.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-14T15:49:02-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 261615313 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Carlesimo Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | CARL | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CELESTE CARLESIMO | PersonNm |
| Person Title | vice president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2020-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $581,089 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $13,504 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $13,504 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,786 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $47,973 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $8,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,524 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $5,191 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,191 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $169 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,525 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $13,005 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,311 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,525 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $21,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $21,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $34,505 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,311 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $29,025 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$25,767 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $8,213 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,215 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,307 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $554,070 | CorporateStockBOYAmt |
| Corporate Stock EOY | $530,211 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $573,782 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $561,285 | TotalAssetsBOYAmt |
| Total Assets EOY | $537,518 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $581,089 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $561,285 | RetainedEarningBOYAmt |
| Retained Earning EOY | $537,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $561,285 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $537,518 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $561,285 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $537,518 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $561,285 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$25,767 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,000 | OtherIncreasesAmt |
| Subtotal | $537,518 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $537,518 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $47,973 | GrossSalesPriceAmt |
| Cost Or Other Basis | $52,759 | CostOrOtherBasisAmt |
| Gain Or Loss | -$4,786 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$4,786 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,786 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $30,856 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $584,510 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05279 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $26,025 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $589,182 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044171 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $33,365 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $579,016 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057624 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $31,246 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $613,463 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050934 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $30,725 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $639,400 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048053 | DistributionYr5Rt |
| Total Distribution | 0.253572 | TotalDistributionRt |
| Average Distribution | 0.050714 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $567,493 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $28,780 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $82 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $28,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $29,025 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $82 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $82 | SubtotalAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $82 | 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 | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| Celeste Carlesimo | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec, VP | 1.0 | $0 | $0 | $0 |
| Nicole Diaz | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Michael Diaz Jr | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| Khandker Nazma Yasmin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir | 1.0 | $0 | $0 | $0 |
| 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 | $569,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,771 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $576,135 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $576,135 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $8,642 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $567,493 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $28,375 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $28,375 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $82 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $82 | TotalTaxAmt |
| Distributable Before Adj | $28,293 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $2,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $30,293 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $29,025 | 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 | $29,025 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $82 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $28,943 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,293 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $28,594 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $29,025 | QualifyingDistributionsAmt |
| Applied To Year1 | $28,594 | AppliedToYear1Amt |
| Applied To Current Year | $431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $29,862 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Celeste Carlesimo | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATION OF THE MIRACULOUS MEDAL | |||||||
| 1811 W SAINT JOSEPH ST | PERRYVILLE | MO | 63775 | N/A | PC | General & Unrestricted | $500 |
| BLUE ARMY OF OUR LADY OF FATIMA USA INC | |||||||
| 674 MOUNTAIN VIEW RD | WASHINGTON | NJ | 07882 | N/A | PC | General & Unrestricted | $500 |
| CATHOLIC FOREIGN MISSION SOCIETY OF AMERICA INC | |||||||
| PO BOX 302 | MARYKNOLL | NY | 10545 | N/A | PC | General & Unrestricted | $500 |
| FATHER FLANAGANS BOYS HOME - BOYS TOWN NEW YORK IN | |||||||
| 14100 CRAWFORD ST | BOYS TOWN | NE | 68010 | N/A | PC | Toy Fund | $500 |
| FRANCISCAN FRIARS OF THE ATONEMENT | |||||||
| PO BOX 301 | GARRISON | NY | 10524 | N/A | PC | General & Unrestricted | $500 |
| HOLY CROSS SCHOOL | |||||||
| 40 RUMSON RD | RUMSON | NJ | 07760 | N/A | PC | General & Unrestricted | $1,000 |
| LEGION OF CHRIST COLLEGE INC | |||||||
| 475 OAK AVE | CHESHIRE | CT | 06410 | N/A | PC | General & Unrestricted | $500 |
| MARIAN FATHERS OF THE IMMACULATE CONCEPTION OF THE | |||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | N/A | PC | Divine Mercy Division | $500 |
| MARIANIST MISSION | |||||||
| 4435 E PATTERSON RD | DAYTON | OH | 45481 | N/A | PC | General & Unrestricted | $500 |
| NEW YORK FOUNDLING | |||||||
| 590 AVE OF THE AMERICAS | NEW YORK | NY | 10011 | N/A | PC | General & Unrestricted | $500 |
| OBLATE MISSIONS MISSIONARY ASSOCIATION OF MARY IMM | |||||||
| 323 OBLATE DR | SAN ANTONIO | TX | 78216 | N/A | PC | General & Unrestricted | $500 |
| ORDER OF FRIARS MINOR CONVENTUAL ST ANTHONY OF PAD | |||||||
| 12300 FOLLY QUARTER RD | ELLICOTT CITY | MD | 21042 | N/A | PC | General & Unrestricted | $500 |
| PADRE PIO FOUNDATION OF AMERICA INC | |||||||
| 463 MAIN ST | CROMWELL | CT | 06416 | N/A | PC | General & Unrestricted | $3,000 |
| PASSIONIST FATHERS MISSIONS | |||||||
| 5700 N HARLEM AVE | CHICAGO | IL | 60631 | N/A | PC | General & Unrestricted | $500 |
| PROVINCE OF THE IMMACULATE CONCEPTION | |||||||
| PO BOX 598 | MT VERNON | NY | 10551 | N/A | PC | General & Unrestricted | $500 |
| REDEMPTORIST FATHERS MISSION ADVANCEMENT | |||||||
| 1019 N 5TH ST | PHILADELPHIA | PA | 19123 | N/A | PC | General & Unrestricted | $500 |
| RONALD MCDONALD HOUSE OF LONG BRANCH NJ INC | |||||||
| 131 BATH AVE | LONG BRANCH | NJ | 07740 | N/A | PC | General & Unrestricted | $500 |
| SACRED HEART MONASTERY | |||||||
| 6889 S LOVERS LN RD | FRANKLIN | WI | 53132 | N/A | PC | General & Unrestricted | $500 |
| SALESIAN MISSIONS INC | |||||||
| 2 LEFEVRE LN | NEW ROCHELLE | NY | 10801 | N/A | PC | General & Unrestricted | $500 |
| SERAPHIC MASS ASSOCIATION INC | |||||||
| 5217 BUTLER ST | PITTSBURGH | PA | 15201 | N/A | PC | Capuchin Order | $500 |
| SMILE TRAIN INC | |||||||
| PO BOX 96231 | WASHINGTON | DC | 20090 | N/A | PC | General & Unrestricted | $1,000 |
| SOCIETY OF THE LITTLE FLOWER | |||||||
| 1313 N FRONTAGE RD | DARIEN | IL | 60561 | N/A | PC | General & Unrestricted | $500 |
| ST JOSEPHS CHURCH YORKVILLE | |||||||
| 404 E 87TH ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $500 |
| ST JOSEPHS SCHOOL YORKVILLE | |||||||
| 420 E 87TH ST | NEW YORK | NY | 10128 | N/A | PC | General & Unrestricted | $500 |
| ST JUDE LEAGUE | |||||||
| 205 W MONROE ST | CHICAGO | IL | 60606 | N/A | PC | Claretian Missionaries fund | $500 |
| ST MICHAEL CATHOLIC CHURCH | |||||||
| 800 OCEAN AVE | LONG BRANCH | NJ | 07740 | N/A | PC | General & Unrestricted | $1,500 |
| ST MICHAELS CHURCH | |||||||
| 1633 N CLEVELAND AVE | CHICAGO | IL | 60614 | N/A | PC | General & Unrestricted | $500 |
| ST BENEDICTS ABBEY | |||||||
| 12605 224TH AVE | BENET LAKE | WI | 53102 | N/A | PC | General & Unrestricted | $500 |
| ST JEAN BAPTISTE CHURCH | |||||||
| 184 E 76TH ST | NEW YORK | NY | 10021 | N/A | PC | General & Unrestricted | $500 |
| ST JOSEPH'S INDIAN SCHOOL | |||||||
| PO BOX 776 | CHAMBERLAIN | SD | 57325 | N/A | PC | General & Unrestricted | $500 |
| The Congregation of the Passion Holy Cross Provin | |||||||
| 5700 N HARLEM AVE | CHICAGO | IL | 60631 | N/A | PC | General & Unrestricted | $500 |
| THE DOMINICAN FOUNDATION OF DOMINICAN FRIARS PROVI | |||||||
| 141 E 65TH ST | NEW YORK | NY | 10065 | N/A | SO II | St. Jude Rosemary's Shrine PROGRAM | $500 |
| THE PROVINCE OF ST MARY OF THE CAPUCHIN ORDER | |||||||
| 110 SHONNARD PL | YONKERS | NY | 10703 | N/A | PC | General & Unrestricted | $500 |
| WOMENS RIGHTS INFORMATION CENTER | |||||||
| 108 W PALISADE AVE | ENGLEWOOD | NJ | 07631 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $21,500 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,504 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,786 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $8,738 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,738 | 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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DESTINATIONS CORE FIXED INCOME | $218,355 | $221,719 |
| DESTINATIONS EQUITY INCOME FD | $5,734 | $5,945 |
| DESTINATIONS GLOBAL FIXED INCO | $42,767 | $41,972 |
| DESTINATIONS INTERNATIONAL EQU | $49,720 | $59,737 |
| DESTINATIONS LARGE CAP EQUITY | $102,584 | $131,967 |
| DESTINATIONS LOW DURATION FIXE | $25,846 | $25,411 |
| DESTINATIONS MULTI STRATEGY AL | $59,677 | $57,177 |
| DESTINATIONS SMALL-MID CAP EQU | $25,528 | $29,854 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $7,500 | $7,500 | |
| Bank Charges | $120 | $120 | |
| State or Local Filing Fees | $25 | $25 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RETURNED GRANT | Desc |
| Amt | $2,000 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $5,191 | Amt |
| Net Investment Income | $5,191 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Excise Tax for 2018 | CategoryTxt |
| Amt | $169 | Amt |
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