ROSSWOOD FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ROSSWOOD FOUNDATION (EIN 80-0030671)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-06
- IRS object ID
- 202011889349101316
- Schema version
- 2019v5.0
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-06T15:41:43-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | 2020-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA M EBEL | PreparerPersonNm |
| PTIN | P00184232 | PTIN |
| Phone | 9896674900 | PhoneNum |
| Preparation | 2020-07-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.16.49 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-07-06 | IPDt |
| IP Tm | 15:41:43 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7EAAAA8737DE4B218ECA784B8663C2F42330AC2A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6BA951120815B5F9DA08A59816541B256A58022C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-01-07 14:23:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,469,382 | 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 | $12,548,200 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,314 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,314 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $187,280 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $187,280 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $81,858 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,009,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $81,858 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $12,837,652 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $289,452 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $865 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $216 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $649 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,322 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,322 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $23,439 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,213 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $36,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $710 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $437,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $437,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $473,926 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $438,010 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,363,726 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $275,701 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $692,288 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $489,961 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $489,961 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $846,510 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,603,944 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,781,678 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $764,686 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,202,413 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,164,212 | CorporateBondsEOYFMVAmt |
| Other Assets EOY | $33,531 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $33,531 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,303,484 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,329,849 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,469,382 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,303,484 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,329,849 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,303,484 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,329,849 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,303,484 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,329,849 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,303,484 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,363,726 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,667,210 | SubtotalAmt |
| Other Decreases | $6,337,361 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,329,849 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,009,807 | GrossSalesPriceAmt |
| Cost Or Other Basis | $927,949 | CostOrOtherBasisAmt |
| Gain Or Loss | $81,858 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $81,858 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $81,858 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $81,858 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $185,703 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,537,118 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052501 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $184,720 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,228,981 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057207 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $159,449 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,038,563 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052475 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $170,844 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,946,547 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.057981 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $128,318 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,471,060 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051928 | DistributionYr5Rt |
| Total Distribution | 0.272092 | TotalDistributionRt |
| Average Distribution | 0.054418 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,874,827 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $428,532 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,757 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $431,289 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $438,010 | 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 | $2,757 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,757 | SubtotalAmt |
| Tax Based On Investment Income | $2,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,600 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,843 | OverpaymentAmt |
| Applied To ES Tax | $8,843 | 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 | 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 | $7,023,671 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $968,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,579 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,994,748 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $7,994,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $119,921 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,874,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $393,741 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $393,741 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,757 | TotalTaxAmt |
| Distributable Before Adj | $390,984 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $390,984 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $390,984 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $438,010 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $438,010 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,757 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $435,253 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $390,984 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $6,757 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $25,051 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,983 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,251 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $20,412 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $87,454 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $438,010 | QualifyingDistributionsAmt |
| Applied To Current Year | $390,984 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $47,026 | RemainingDistriFromCorpusAmt |
| Total Corpus | $134,480 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $6,757 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,723 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $25,051 | ExcessFromYear4Amt |
| Excess From Year3 | $9,983 | ExcessFromYear3Amt |
| Excess From Year2 | $25,251 | ExcessFromYear2Amt |
| Excess From Year1 | $20,412 | ExcessFromYear1Amt |
| Excess From Current Year | $47,026 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| AID TO THE CHURCH IN NEED | |||||||
| PO BOX 220384 | BROOKLYN | NY | 11222 | PC | MISSION SUPPORT | $10,000 | |
| CARDINAL NEWMAN SOCIETY | |||||||
| 10432 BALLS FORD RD | MANASSAS | VA | 20109 | PC | FINANCIAL SUPPORT FOR SCHOOLS | $20,000 | SUITE 300 |
| CATHOLIC WORLD MISSION | |||||||
| 30 MANSELL CT | ROSWELL | GA | 30076 | PC | MISSION SUPPORT | $25,000 | SUITE 103 |
| CNEWA | |||||||
| 1011 1ST AVE | NEW YORK | NY | 10022 | PC | MISSION SUPPORT | $5,000 | |
| DIVINE MERCY UNIVERSITY | |||||||
| 45154 UNDERWOOD LANE | STERLING | VA | 20166 | PC | FINANCIAL SUPPORT FOR SCHOOL | $50,000 | |
| DOMINICAN SISTERS OF MARY | |||||||
| 24 FRANK LLOYD WRIGHT DR | ANN ARBOR | MI | 48105 | PC | MISSION SUPPORT | $20,000 | PO BOX 365 |
| FOUNDATION FOR CATHOLIC EDUCATION | |||||||
| 42 KEARSARGE VALLEY RD | WILMOT | NH | 03287 | PC | FINANCIAL SUPPORT FOR SCHOOLS | $50,000 | |
| HUMAN LIFE FOUNDATION | |||||||
| 271 MADISON AVE | NEW YORK CITY | NY | 10016 | PC | SUPPORTER OF PRO-LIFE ACTIVITIES | $10,000 | SUITE 1005 |
| LEGION OF CHRIST | |||||||
| 30 MANSELL COURT | ROSWELL | GA | 30076 | PC | MISSION SUPPORT | $90,000 | UNIT 103 |
| MAGDALEN COLLEGE | |||||||
| 511 KEARSAGE MOUNTAIN RD | WARNER | NH | 03278 | PC | FINANCIAL SUPPORT FOR SCHOOL | $10,000 | |
| MATER ECCLESIA FUND FOR VOCATIONS | |||||||
| 9243 OLD GREEN MNT RD | ESMONT | VA | 22937 | PC | ASSIST KIDS WITH STUDENT LOANS | $10,000 | |
| MOUNT ROYAL ACADEMY | |||||||
| PO BOX 362 | SUNAPEE | NH | 03782 | PC | FINANCIAL SUPPORT FOR SCHOOL | $31,300 | |
| RC MISSION CORPS | |||||||
| 30 MANSELL CT | ROSWELL | GA | 30076 | PC | MISSION SUPPORT | $10,000 | SUITE 103 |
| ST MICHAEL THE ARCHANGEL REGIONAL | |||||||
| 2225 SUMMIT PARK DR | PETOSKEY | MI | 49770 | PC | FINANCIAL SUPPORT FOR SCHOOL | $30,000 | |
| ST PATRICK'S CATHOLIC CHURCH | |||||||
| 32 BEECH ST | NEWPORT | NH | 03773 | PC | FINANCIAL SUPPORT FOR CHURCH | $35,000 | |
| THE AUGUSTINE INSTITUTE | |||||||
| 6160 S SYRACUSE WAY | GREENWOOD VILLAGE | CO | 80111 | PC | CATHOLIC INSTITUTE OF HIGHER EDUC. | $16,000 | |
| THE WOMEN'S CARE CENTER | |||||||
| 1986 31ST AVENUE | VERO BEACH | FL | 32960 | PC | ALTERNATIVES FOR ABORTION FOR WOMEN | $15,000 | UNIT 100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $437,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,314 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $187,280 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $81,858 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $289,452 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $289,452 | 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 | $12,548,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (7 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 78,320 SHRS VANGUARD ST INV GR A | $838,807 | 2019-09-17 |
| 1 | 7,136 SHRS ABBVIE INC | $511,437 | 2019-09-19 |
| 1 | 54,478 SHRS VANGUARD INT BOND | $642,840 | 2019-09-17 |
| 1 | 1,476 SHRS VANGUARD SP500 VALUE | $171,969 | 2019-09-17 |
| 1 | 1,381 SHRS VANGUARD SP500 GROWTH | $226,456 | 2019-09-17 |
| 1 | 40,173 SHRS ABBOTT LABORATORIES | $3,343,599 | 2019-09-19 |
| 1 | 46,556 SHRS ABBVIE INC | $3,336,669 | 2019-09-19 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $865 | Amt |
| Net Investment Income | $216 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $649 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEE ATTACHED | BondNm |
| EOY Book Value | $2,202,413 | EOYBookValueAmt |
| EOYFMV | $2,164,212 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $5,603,944 | EOYBookValueAmt |
| EOYFMV | $14,781,678 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| EOY Book Value | $33,531 | EOYBookValueAmt |
| EOYFMV | $33,531 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CONTRIBUTION TO CARRYOVER BASIS VALUE | Desc |
| Amt | $6,337,361 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES - HUNTINGTON BANK | CategoryTxt |
| Amt | $12,322 | Amt |
| Net Investment Income | $12,322 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $23,439 | Amt |
| Net Investment Income | $1,213 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $61 | DisbursementsCharitablePrpsAmt |
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