DELIVERY FROM HEAVEN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- DELIVERY FROM HEAVEN FOUNDATION (EIN 06-1484358)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202041929349101339
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T16:09:02-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050519852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER ADVISORY GROUP CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 METRO CENTER BLVD 2001 | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | 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 | 061484358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DELIVERY FROM HEAVEN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELI | BusinessNameControlTxt |
| Phone | 4014232103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MAIN ROAD | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02835 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CASEY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4014232103 | PhoneNum |
| Signature | 2020-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS P FILIPPELLI CPA | PreparerPersonNm |
| PTIN | P00480718 | PTIN |
| Phone | 4017322501 | PhoneNum |
| Preparation | 2020-06-07 | PreparationDt |
| 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 | $605,102 | 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 | $500 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,696 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,696 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,185 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,085 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,185 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $42,712 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $42,212 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,200 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $203 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $203 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,403 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $111,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,403 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$68,353 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $40,809 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $129,575 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $82,944 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $82,944 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,045 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,045 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,045 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $500,526 | CorporateStockBOYAmt |
| Corporate Stock EOY | $478,211 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $519,113 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $633,146 | TotalAssetsBOYAmt |
| Total Assets EOY | $564,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $605,102 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $633,146 | RetainedEarningBOYAmt |
| Retained Earning EOY | $564,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $633,146 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $564,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $633,146 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $564,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $633,146 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$68,353 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $564,793 | SubtotalAmt |
| Other Decreases | $593 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $564,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 397.943 SHS DFA US LARGE CAP | 2007-07-26 | 2019-07-15 | $14,675 | $10,453 | $4,222 | $4,222 | |
| 56 SHS US REAL ESTATE ETF | 2007-11-09 | 2019-06-12 | $5,001 | $3,914 | $1,087 | $1,087 | |
| 22 SHS US REAL ESTATE ETF | 2007-11-09 | 2019-11-20 | $2,049 | $1,538 | $511 | $511 | |
| 90 SHS SPDR S&P 500 ETF TRUST | 2007-08-15 | 2019-06-12 | $25,913 | $12,746 | $13,167 | $13,167 | |
| 30 SHS SPDR S&P 500 ETF TRUST | 2007-08-15 | 2019-11-20 | $9,283 | $4,249 | $5,034 | $5,034 | |
| CAPITAL GAINS DIVIDENDS | $1,164 | $1,164 | $1,164 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,185 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $49,922 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $686,114 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.072761 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $60,705 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $739,273 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.082114 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $49,988 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $663,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075319 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,743 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $715,437 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.033187 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $23,419 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $682,747 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.034301 | DistributionYr5Rt |
| Total Distribution | 0.297682 | TotalDistributionRt |
| Average Distribution | 0.059536 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $598,345 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $35,623 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $408 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $36,031 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,662 | 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 | $408 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $408 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $408 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $408 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL T CASEY | IndividualWithBooksNm |
| Phone | 4014232103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MAIN ROAD | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02835 | 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 | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T CASEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MAIN STREET | AddressLine1Txt |
| City | JAMESTOWN | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02835 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER ADVISORY GROUP INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 117 METRO CENTER BLVD 2001 | AddressLine1Txt |
| City | WARWICK | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & TAX | ServiceTypeTxt |
| Compensation | $1,200 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $501,311 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $106,146 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $607,457 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $607,457 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,112 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $598,345 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $29,917 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $29,917 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $408 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $408 | TotalTaxAmt |
| Distributable Before Adj | $29,509 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $29,509 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $29,509 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,662 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,662 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $408 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $109,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $29,509 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $17,135 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $24,167 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,169 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $57,471 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $29,509 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $80,153 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $137,624 | 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 | $137,624 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $17,135 | ExcessFromYear3Amt |
| Excess From Year2 | $24,167 | ExcessFromYear2Amt |
| Excess From Year1 | $16,169 | ExcessFromYear1Amt |
| Excess From Current Year | $80,153 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATON OF MARIAN HELPERS | |||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | PUBLIC CHARITY | CONTRIBUTION | $357 |
| BENEDICTINE MONKS OF THE ABBEY | |||||||
| 12605 224TH AVENUE | BENET LAKE | WI | 53102 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10 |
| CAPUCHIN FRANCISCANS | |||||||
| 220 37TH STREET | PITTSBURG | PA | 15201 | NONE | PUBLIC CHARITY | CONTRIBUTION | $75 |
| CATHOLIC CHARITY | |||||||
| ONE CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,836 |
| ETERNAL WORD TELEVISION NETWORK | |||||||
| 5817 OLD LEEDS ROAD | IRONDALE | AL | 35210 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,300 |
| FRANSCISCAN FRIARS TOR | |||||||
| PO BOX 139 | HOLLIDAYSBURG | PA | 16648 | NONE | PUBLIC CHARITY | CONTRIBUTION | $255 |
| FRANSCISCIANS FRIERS OF THE IMMACULATE | |||||||
| 199 COLONEL BROWN | GRISWOLD | CT | 06360 | NONE | PUBLIC CHARITY | CONTRIBUTION | $200 |
| KNIGHTS OF COLUMBUS | |||||||
| 1 STATE STREET | NEW HAVEN | CT | 06511 | NONE | PUBLIC CHARITY | CONTRIBUTION | $50 |
| LITTLE SISTERS OF THE POOR | |||||||
| 964 MAIN STREET | PAWTUCKET | RI | 02860 | NONE | PUBLIC CHARITY | CONTRIBUTION | $445 |
| MOTHER OF LIFE CENTER | |||||||
| P O BOX 72652 | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | CONTRIBUTION | $75 |
| NATIONAL SHRINE FOR PADRE PIO | |||||||
| 2213 OLD STATE HIGHWAY 100 | WASHINGTON | PA | 19504 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100 |
| NATIONAL SHRINE OF ST ELIZABETH ANN SETON (SETON SHRINE) | |||||||
| 339 SOUTH SETON AVENUE | EMMITSBURG | MD | 21727 | NONE | PUBLIC CHARITY | CONTRIBUTION | $40 |
| NORTHEAST CATHOLIC COLLEGE | |||||||
| 511 KEARSARGE MOUNTAIN ROAD | WARNER | NH | 03278 | NONE | PUBLIC CHARITY | CONTRIBUTION | $88,000 |
| PROLIFE ACROSS AMERICA | |||||||
| 2817 ANTHONY LN S312 | MINNEAPOLIS | MN | 55418 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 |
| RI RIGHT TO LIFE COMMITTEE | |||||||
| PO BOX 28285 | PROVIDENCE | RI | 02908 | NONE | PUBLIC CHARITY | CONTRIBTUION | $2,050 |
| SAMARITAN MINISTRIES | |||||||
| PO BOX 3618 | PEORIA | IL | 61612 | NONE | PUBLIC CHARITY | CONTRIBUTION | $30 |
| SERAPHIC MASS ASSOCIATION | |||||||
| 3600 BUTLER STREET | PITTSBURGH | PA | 15201 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,663 |
| SERVANTS OF MARY CENTER OF PEACE | |||||||
| 6601 IRELAND ROAD | WINDSOR | OH | 44099 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10 |
| SOCIETY OF THE LITTLE FLOWER | |||||||
| 1313 FRONTAGE ROAD | DARIEN | CT | 60561 | NONE | PUBLIC CHARITY | CONTRIBUTION | $42 |
| ST BENEDICT CENTER | |||||||
| 252 STILL RIVER ROAD | STILL RIVER | NH | 01451 | NONE | PUBLIC CHARITY | CONTRIBUTION | $125 |
| ST LUKE'S PRODUCTIONS | |||||||
| PO BOX 886 | BATTLE GROUND | WA | 98604 | NONE | PUBLIC CHARITY | CONTRIBUTION | $300 |
| ST MARKS CHURCH | |||||||
| 60 NARRAGANSETT AVE | JAMESTOWN | RI | 02835 | NONE | PUBLIC CHARITY | CONTRIBUTION | $3,589 |
| THE JIMMY FUND | |||||||
| 10 BROOKLINE PLACE | BROOKLINE | MA | 02445 | NONE | PUBLIC CHARITY | CONTRIBUTION | $200 |
| BASILICA OF THE NATIONAL SHRINE OF THE IMMACULATE CONCEPTION | |||||||
| 400 MICHIGAN AVENUE NORTHEAST | WASHINGTON | DC | 20017 | NONE | PUBLIC CHARITY | CONTRIBUTION | $200 |
| BROTHERHOOD OF HOPE | |||||||
| PO BOX 17361 | SMITHFIELD | RI | 02917 | NONE | PUBLIC CHARITY | CONTRIBUTIONCONTRIBUTION | $100 |
| CHRISTENDOM COLLEGE | |||||||
| 134 CHRISTENDOM DRIVE | FRONT ROYAL | VA | 22630 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,100 |
| DIOCESE OF PROVIDENCE GRATEFUL FOR GODS PROVIDENCE | |||||||
| ONE CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CONTRIBUTION | $4,000 |
| SACRED HEART LEAGUE | |||||||
| PO BOX 300 | WALLS | MS | 38680 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10 |
| DIVINE MERCY MINISTRIES INTERNATIONAL | |||||||
| 45 CLIFFDALE DRIVE | CRANSTON | RI | 02905 | NONE | PUBLIC CHARITY | CONTRIBUTION | $2,200 |
| ECCELSIA CONSORT | |||||||
| 54 BLACKMORE STREET | EAST GREENWICH | RI | 02818 | NONE | PUBLIC CHARITY | CONTRIBUTION | $200 |
| THE MEN OF ST JOSEPH INTERNATIONAL | |||||||
| 218 PARIS IRONS ROAD | GLOCESTER | RI | 02814 | NONE | PUBLIC CHARITY | CONTRIBUTIONCONTRIBUTION | $600 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,662 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,696 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,331 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,185 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,212 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,212 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $1,200 | Amt |
| Net Investment Income | $1,200 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $478,211 | EOYBookValueAmt |
| EOYFMV | $519,113 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES | $570 |
| GAIN ON SALE OF ASSETS | $23 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $159 | $159 | $0 | $0 |
| INVESTMENT EXPENSES | $44 | $44 | $0 | $0 |
Comments