U S FRIENDS OF LOYOLA FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- U S FRIENDS OF LOYOLA FOUNDATION INC (EIN 16-1536779)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-11-13
- IRS object ID
- 201933179349100538
- Schema version
- 2018v3.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-13T10:07:42-06:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 160765486 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUMSDEN & MCCORMICK LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 161536779 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | US FRIENDS OF LOYOLA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | USFR | BusinessNameControlTxt |
| Phone | 7168563300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERRENCE A FAIRHOLM | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7168563300 | PhoneNum |
| Signature | 2019-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE J RICOTTA | PreparerPersonNm |
| PTIN | P01417495 | PTIN |
| Phone | 7168563300 | PhoneNum |
| Preparation | 2019-10-25 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.36.250 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-25 | IPDt |
| IP Tm | 13:46:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9474E6D0D63645656D51A5674BB38152C1E2F631 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $358,291 | 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 | $155,685 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $33 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $33 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $685 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $685 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $156,403 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $718 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,725 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,725 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $134 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $75 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $233 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $233 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,817 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,033 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,592 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,808 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $151,811 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,398 | CashBOYAmt |
| Cash EOY | $192,471 | CashEOYAmt |
| Cash EOYFMV | $192,471 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $21,743 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $22,461 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $22,461 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $99,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $143,359 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $143,359 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $182,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,291 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $358,291 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $182,928 | UnrestrictedBOYAmt |
| Unrestricted EOY | $358,291 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $182,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $358,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $182,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $358,291 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $182,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $151,811 | ExcessRevenueOverExpensesAmt |
| Other Increases | $23,552 | OtherIncreasesAmt |
| Subtotal | $358,291 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $358,291 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,525 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $125,745 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.258658 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $96,833 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $78,872 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.227723 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $212,799 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $107,359 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.982125 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $230,301 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $259,490 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.887514 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,671 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $248,950 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.593175 | DistributionYr5Rt |
| Total Distribution | 4.949195 | TotalDistributionRt |
| Average Distribution | 0.989839 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $281,335 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $278,476 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $278,476 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,808 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | 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 | $0 | 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 | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| 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 | LUMSDEN MCCORMICK | IndividualWithBooksNm |
| Phone | 7168563300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 369 FRANKLIN STREET | AddressLine1Txt |
| City | BUFFALO | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14202 | 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 (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 | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERRENCE A FAIRHOLM | |||||||||||||
| 9004 TARTAN FIELDS DRIVE | DUBLIN | OH | 43017 | PRESIDENT | 0.00 | $0 | $0 | $0 | |||||
| DAVID P BOSSY | |||||||||||||
| 2803 BUTTERFIELD ROAD STE 310 | OAK BROOK | IL | 60523 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 | |||||
| ROBERT H BERIAULT | |||||||||||||
| 5 CHURCHILL DRIVE | ENGLEWOOD | CO | 80113 | TREASURER | 0.00 | $0 | $0 | $0 | |||||
| SEAN DOYLE | |||||||||||||
| 138 WEST 17TH STREET APT 3 | NEW YORK | NY | 10011 | DIRECTOR | 0.00 | $0 | $0 | $0 | |||||
| CONNIE DI IORIO | |||||||||||||
| SECRETARY | 3.00 | $0 | $0 | $0 | 7272 SHERBROOKE STREET WEST | MONTREAL | QUEBEC | CA | H4B1R2 | ||||
| PATRICK DUBEE | |||||||||||||
| DIRECTOR | 0.00 | $0 | $0 | $0 | 7272 SHERBROOKE STREET WEST | MONTREAL | QUEBEC | CA | H4B1R2 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $128,193 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $157,426 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $285,619 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $285,619 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,284 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $281,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,067 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,067 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $14,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $14,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $14,067 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,808 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,808 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,808 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $129,189 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $217,570 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $208,363 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $93,119 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $26,332 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $674,573 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,808 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,808 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $11,259 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $11,259 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $663,314 | 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 | $117,930 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $545,384 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $217,570 | ExcessFromYear4Amt |
| Excess From Year3 | $208,363 | ExcessFromYear3Amt |
| Excess From Year2 | $93,119 | ExcessFromYear2Amt |
| Excess From Year1 | $26,332 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID P BOSSY | ContributingManagerNm |
| Contributing Manager | ROBERT H BERIAULT | ContributingManagerNm |
| Contributing Manager | SEAN DOYLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA HIGH SCHOOL | BusinessNameLine1Txt |
Recipient Foreign Address RecipientForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7272 SHERBROOKE ST W | AddressLine1Txt |
| City | MONTREAL | CityNm |
| Province Or State | QUEBEC | ProvinceOrStateNm |
| Country | CA | CountryCd |
| Foreign Postal | H4B 1R2 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | NC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EDUCATION | GrantOrContributionPurposeTxt |
| Amt | $775 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $775 | 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 | $33 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $685 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $718 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $718 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ROBERT H BERIAULT | |||||||
| 1 | 5 CHURCHILL DRIVE | ENGLEWOOD | CO | 80113 | $100,000 | Yes (X) | |
| THOMAS R PIRELLI | |||||||
| 2 | 9086 166TH WAY NORTH | JUPITER | FL | 33478 | $20,020 | Yes (X) | |
| MARK MONETTE | |||||||
| 3 | 22471 SUENO ROAD | WOODLAND HILLS | CA | 91364 | $16,000 | Yes (X) | |
| NOUBAR AND ANNA AFEYAN FOUNDATION | |||||||
| 4 | 55 CAMBRIDGE PARKWAY SUITE 800E | CAMBRIDGE | MA | 02142 | $5,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 110 SHARES INVESCO QQQ TRUST, SERIES 1 | NoncashPropertyDesc |
| Fair Market Value | $20,020 | FairMarketValueAmt |
| Received | 2018-09-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,450 | Amt |
| Net Investment Income | $1,725 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,725 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 239 SHS VERISIGN | $49,989 | $49,989 |
| 500 SHS INVESCO QQQ TRUST | $93,370 | $93,370 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK SERVICE CHARGES | $8 | $0 | $8 |
| PAYPAL SERVICE CHARGES | $225 | $0 | $225 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $23,552 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS FEE | $75 | $0 | $75 |
| FEDERAL INCOME TAXES | $59 | $0 | $0 |
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