FRANCIS AND KATHLEEN ROONEY FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- FRANCIS AND KATHLEEN ROONEY FOUNDATION (EIN 20-5524633)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202003219349102705
- 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
- General Explanation Attachment
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T10:41:58-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Grant Thornton LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E Wisconsin Ave | AddressLine1Txt |
| City | Milwaukee | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53202 | 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 | 205524633 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Francis and Kathleen Rooney Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % BRYNN HUNT | InCareOfNm |
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 5712974893 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 South 122nd East Avenue | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN D ROONEY | PersonNm |
| Person Title | TREASURER/DIRECTOR | PersonTitleTxt |
| Signature | 2020-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michelle L Weber | PreparerPersonNm |
| PTIN | P00556798 | PTIN |
| Phone | 4142898200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 99.152.32.35 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 39529020203215000002 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-16 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA61C8CC0AD4E24A6A7553AC575BEE2773A60CF2 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 45C177A6C7138C2453181F5679A39C97423ECE89 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,942,771 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $1,041 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,041 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $629,471 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $612,349 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,645,658 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,645,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,623,412 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $263,316 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $277,993 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,539,486 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,514,795 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Interest Rev And Expnss | $114,329 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $112,134 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $263,100 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $26,101 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $872,152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $846,829 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $19 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,249,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $985,064 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,517,021 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,517,021 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,766,602 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $985,064 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,517,040 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$227,116 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,529,731 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,000 | CashBOYAmt |
| Cash EOY | $1,000 | CashEOYAmt |
| Cash EOYFMV | $1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $200,430 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $13,107 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $13,107 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $840,000 | AcctRcvblAmt |
| Acct Rcvbl BOY | $350,000 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $840,000 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $840,000 | AcctRcvblEOYFMVAmt |
| Other Investments BOY | $36,973,340 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $34,088,664 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $34,088,664 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $37,524,770 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,942,771 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,942,771 | TotalAssetsEOYFMVAmt |
| Loans From Officers BOY | $0 | LoansFromOfficersBOYAmt |
| Loans From Officers EOY | $250,000 | LoansFromOfficersEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $250,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $37,524,770 | RetainedEarningBOYAmt |
| Retained Earning EOY | $34,692,771 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $37,524,770 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,692,771 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $37,524,770 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,942,771 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $37,524,770 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$227,116 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,292,306 | OtherIncreasesAmt |
| Subtotal | $40,589,960 | SubtotalAmt |
| Other Decreases | $5,897,189 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,692,771 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gain Or LossGainOrLossAmt | How AcquiredHowAcquiredCd |
|---|---|---|
| HV II LP | $1,623,412 | |
| CAPITAL GAIN DIVIDENDS | $1,623,412 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,623,412 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,500,447 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $33,223,164 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.045163 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,606,702 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $33,567,066 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047865 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,485,119 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $32,675,212 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.045451 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,320,043 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,924,040 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045638 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,212,565 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $26,288,226 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046126 | DistributionYr5Rt |
| Total Distribution | 0.230243 | TotalDistributionRt |
| Average Distribution | 0.046049 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $32,546,748 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,498,745 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,297 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,514,042 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,517,040 | 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 | $15,297 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,297 | SubtotalAmt |
| Tax Based On Investment Income | $15,297 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $102,240 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $102,240 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $113 | EsPenaltyAmt |
| Overpayment | $86,830 | OverpaymentAmt |
| Applied To ES Tax | $86,830 | AppliedToESTaxAmt |
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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRYNN HUNT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5712974893 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5601 SOUTH 122ND STREET | AddressLine1Txt |
| City | Tulsa | CityNm |
| State Abbreviation | OK | StateAbbreviationCd |
| ZIP | 74146 | 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 | Yes (true) | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| KATHLEEN ROONEY | ||||||||
| 800 ADMIRALTY | NAPLES | FL | 34102 | PRESIDENT/DIRECTOR | 0.0 | $0 | $0 | $0 |
| LAURENCE FRANCIS ROONEY IV | ||||||||
| 2540 E 28TH STREET | TULSA | OK | 74114 | TREASURER/DIRECTOR | 0.0 | $0 | $0 | $0 |
| MICHAEL COLLINS ROONEY | ||||||||
| 1229 29TH STREET NW | WASHINGTON | DC | 20007 | GENERAL COUNSEL/SECRETARY/DIR | 0.0 | $0 | $0 | $0 |
| KATHLEEN DALY ROONEY | ||||||||
| 1234 POTOMAC STREET NW | WASHINGTON | DC | 20007 | SECRETARY/DIRECTOR | 0.0 | $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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $87,491 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $32,954,893 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,042,384 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,042,384 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $495,636 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,546,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,627,337 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,627,337 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,297 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,297 | TotalTaxAmt |
| Distributable Before Adj | $1,612,040 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,612,040 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,612,040 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,517,040 | 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 | $1,517,040 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $15,297 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,501,743 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,612,040 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,517,010 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Qualifying Distributions | $1,517,040 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,517,010 | AppliedToYear1Amt |
| Applied To Current Year | $30 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $1,612,010 | 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 | FRANCIS AND KATHLEEN ROONEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Ave Maria University Inc | |||||||
| 5050 Ave Maria BLVD | Ave Maria | FL | 34142 | NONE | PC | GENERAL FUND | $150,000 |
| The George and Barbara Bush Foundation | |||||||
| 600 Travis St Suite 4200 | Houston | TX | 77002 | NONE | PC | GENERAL FUND | $250,000 |
| Community Pregnancy Clinics Inc | |||||||
| 940 Fifth Ave North | Naples | FL | 34103 | NONE | PC | GENERAL FUND | $10,000 |
| Council on Foreign Relations | |||||||
| 58 East 68th St | New York | NY | 10065 | NONE | PC | GENERAL FUND | $1,000 |
| Thomas Edison & Henry Ford Winter Estates | |||||||
| 2350 Mcgregor Blvd | Fort Myers | FL | 33901 | NONE | PC | GENERAL FUND | $2,000 |
| Everglades Foundation | |||||||
| 18001 Old Cutler Road Suite 625 | Palmetto Bay | FL | 33157 | NONE | PC | GENERAL FUND | $10,000 |
| Freedom & Virtue Institute Inc | |||||||
| PO Box 1320 | Fort Myers | FL | 33902 | NONE | PC | GENERAL FUND | $50,000 |
| Georgetown Preparatory School Inc | |||||||
| 10900 Rockville Pike | North Bethesda | MD | 20852 | NONE | PC | GENERAL FUND | $68,521 |
| Georgetown University | |||||||
| 3700 O St NW | Washington | DC | 20057 | NONE | PC | MISSION & MINISTRY | $15,000 |
| Holy Family Cathedral | |||||||
| 8th Street Boulder Ave | Tulsa | OK | 74119 | NONE | PC | ELEVATE CAPITAL CAMPAIGN | $25,000 |
| Jesuit School of Theology | |||||||
| 1735 Leroy Ave | Berkeley | CA | 94709 | NONE | PC | GENERAL FUND | $5,000 |
| Meridian International Center | |||||||
| 1630 Crescent PL NW | Washington | DC | 20009 | NONE | PC | GENERAL FUND | $5,000 |
| Monumental Scholars Fund | |||||||
| PO Box 42680 | Washington | DC | 20015 | NONE | PC | GENERAL FUND | $200,000 |
| Naples Botanical Garden | |||||||
| 4820 Bayshore Dr | Naples | FL | 34112 | NONE | PC | GENERAL FUND | $15,000 |
| National Museum of Women in the Arts | |||||||
| 1250 New York Ave NW | Washington | DC | 20005 | NONE | PC | GENERAL FUND | $15,000 |
| Neighborhood Health Clinic | |||||||
| 121 Goodlette Rd | Naples | FL | 34102 | NONE | PC | GENERAL FUND | $15,000 |
| Sanibel Captiva Conservation Foundation Inc | |||||||
| 3333 Sanibel Captiva Rd | Sanibel | FL | 33957 | NONE | PC | GENERAL FUND | $10,000 |
| The Education and Employment Ministry | |||||||
| 1501 N Classen Blvd | Oklahoma City | OK | 73106 | NONE | PC | GENERAL FUND | $1,000 |
| The Metropolitan Club Preservation Foundation | |||||||
| 1700 H ST NW | Washington | DC | 20006 | NONE | PC | GENERAL FUND | $5,000 |
| The Midwest Augustinians | |||||||
| 5401 S Cornell Ave | Chicago | IL | 60615 | NONE | PC | GENERAL FUND | $1,500 |
| Tulsa Ballet | |||||||
| 1212 E 45th PL | Tulsa | OK | 74105 | NONE | PC | GENERAL FUND | $10,000 |
| University of Notre Dame | |||||||
| 220 Main Building | Notre Dame | IN | 46556 | NONE | PC | GENERAL FUND | $325,000 |
| Washington Jesuit Academy | |||||||
| 900 Varnum St Ne | Washington | DC | 20017 | NONE | PC | GENERAL FUND | $328,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,517,021 | 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 | $1,041 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $629,471 | 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) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $22,246 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,623,412 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | -$31,793 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $295,109 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$9,547 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,549,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,539,486 | 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
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO WAIVE THE NET OPERATING LOSS | IdentifierTxt |
| Form And Line Reference | FORM 990-T, PART II, LINE 30 CODE SEC. 172(B)(3) | FormAndLineReferenceDesc |
| Medium Explanation | PURSUANT TO CODE SEC. 172(B)(3), THE FRANCIS AND KATHLEEN ROONEY FOUNDATION HEREBY ELECTS TO RELINQUISH THE ENTIRE CARRYBACK PERIOD WITH RESPECT TO THE NET OPERATING LOSS INCURRED FOR THE TAX YEAR ENDED DECEMBER 31, 2019, AND WILL HAVE SUCH LOSS AVAILABLE FOR CARRYFORWARD ONLY. | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | HV II LP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $34,088,664 | BookValueAmt |
| EOYFMV | $34,088,664 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARK TO FMV: PY ADJUSTMENT | Desc |
| Amt | $5,897,189 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS - LP | $865,325 | $846,829 | |
| NONDEDUCTIBLE EXPENSE - LP | $6,726 | ||
| CHARITABLE CONTRIBUTION - LP | $82 | ||
| BANK SERVICE FEES | $14 | $14 | |
| POSTAGE | $5 | $5 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME - LIMITED PARTNERSHIP | -$90,965 | -$92,745 |
| OTHER INCOME - LIMITED PARTNERSHIP | $215,500 | $212,201 |
| ROYALTIES - LIMITED PARTNERSHIP | $159,149 | $159,149 |
| RENTAL INCOME - LIMITED PARTNERSHIP | -$20,368 | -$612 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $3,292,306 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $26,746 | $26,101 |
| FEDERAL EXCISE TAXES | $161,904 | |
| UNRELATED BUSINESS INCOME TAX | $74,450 |
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