RILEY FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- RILEY FAMILY FOUNDATION (EIN 82-3802429)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-07-31
- IRS object ID
- 201922129349100107
- 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
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-31T11:06:10-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232667572 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | F X Duffy & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4265 Kelly Drive | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191291722 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 823802429 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RILEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RILE | BusinessNameControlTxt |
| Phone | 3026522900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 461 | AddressLine1Txt |
| City | VALLEY FORGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19481 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA RILEY | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Signature | 2019-07-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin P Duffy CPA | PreparerPersonNm |
| PTIN | P00631186 | PTIN |
| Phone | 2154388400 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,428,764 | 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 | $7,312,300 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $647 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $647 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $647 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $448,840 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $448,840 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $448,840 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,631 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $57,744,618 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,631 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $381,870 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $643 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $7,841,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $528,118 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $831,357 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $21,501 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $2,350 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $2,895 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,895 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $126 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $126 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $6,250 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $33,122 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,021 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $62,400 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $62,400 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $95,522 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,021 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $62,400 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,745,539 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $525,097 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $831,357 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $10,025 | CashEOYAmt |
| Cash EOYFMV | $10,025 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $1,197,672 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,197,672 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations EOY | $19,123,841 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $19,219,566 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,587,500 | CorporateStockBOYAmt |
| Other Investments EOY | $1,501 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,501 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,587,500 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,333,039 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,428,764 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $12,587,500 | CapitalStockBOYAmt |
| Capital Stock EOY | $20,333,039 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,587,500 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,333,039 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,587,500 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,333,039 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,587,500 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,745,539 | ExcessRevenueOverExpensesAmt |
| Subtotal | $20,333,039 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $20,333,039 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 527696 BLACKROCK STARTEGIC INC OPP I | P | 2018-01-01 | 2018-10-29 | $5,102,825 | $5,179,439 | -$76,614 | -$76,614 |
| 534211 DOUBLELN FLEX INC I | P | 2018-01-01 | 2018-10-29 | $5,181,846 | $5,218,814 | -$36,968 | -$36,968 |
| 53947 INV OPTIMUM YLD K1 ETF | P | 2018-05-21 | 2018-10-29 | $978,812 | $1,024,993 | -$46,181 | -$46,181 |
| 38878 JPM ALTERIAN MLP | P | 2018-05-21 | 2018-10-29 | $989,828 | $1,061,271 | -$71,443 | -$71,443 |
| 103039 VNGRD GLOBAL CAP INVS | P | 2001-01-01 | 2018-05-21 | $785,154 | $1,009,898 | -$224,744 | -$224,744 |
| 124227 VNGRD INFL PRO SECS ADML | P | 2001-01-01 | 2018-05-29 | $3,065,930 | $3,119,193 | -$53,263 | -$53,263 |
| 723231 VNGRD INT TM T\E ADML | P | 2018-03-26 | 2018-05-18 | $9,987,819 | $10,027,581 | -$39,762 | -$39,762 |
| 717876 VNGRD PA L\TRM T\E ADML | P | 2001-01-01 | 2018-05-18 | $7,998,993 | $8,027,189 | -$28,196 | -$28,196 |
| 303407 VNMGRD S\TRM BD IDX ADML | P | 2001-01-01 | 2018-10-29 | $3,100,823 | $3,097,859 | $2,964 | $2,964 |
| 275000 TECK RESOURCES | D | 2018-01-08 | 2018-01-09 | $7,838,007 | $7,312,250 | $525,757 | $525,757 |
| 475000 TECK RESOURCES | D | 2017-12-28 | 2018-01-03 | $12,714,581 | $12,587,500 | $127,081 | $127,081 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,631 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $381,870 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,502 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,502 | SubtotalAmt |
| Tax Based On Investment Income | $10,502 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $438 | EsPenaltyAmt |
| Tax Due | $10,940 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | 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 | BARBARA RILEY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154388400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 461 | AddressLine1Txt |
| City | VALLEY FORGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194810461 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 |
|---|---|---|---|---|---|---|
| BRIAN RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | President | 1.00 | $0 |
| BARBARA RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Vice President | 1.00 | $0 |
| BRIAN RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Treasurer | 1.00 | $0 |
| BRIAN RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Director | 1.00 | $0 |
| BARBARA RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Secretary | 1.00 | $0 |
| BARBARA RILEY | ||||||
| PO BOX 461 | VALLEY FORGE | PA | 19481 | Director | 1.00 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,131,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,641 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,231,669 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $20,231,669 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $303,475 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,928,194 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $996,410 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $996,410 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,502 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,502 | TotalTaxAmt |
| Distributable Before Adj | $985,908 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $985,908 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $985,908 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $62,400 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $62,400 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $62,400 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $985,908 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $314 | UndistributedIncomePYAmt |
| Qualifying Distributions | $62,400 | QualifyingDistributionsAmt |
| Applied To Year1 | $314 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $62,086 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $923,822 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | BRIAN RILEY | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | RILEY FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 461 | AddressLine1Txt |
| City | VALLEY FORGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19481 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2154388400 | RecipientPhoneNum |
| Recipient Email Address | none | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION SHOULD BE SUBMITED IN WRITING TO THE ADDRESS OF THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | Awards will only be made to religious and educational organizations that are recognized as tax exempt charitable organizations underSection 501(c)(3) of the Internal Revenue Code of 1986. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMIGOS DE JESUS | |||||||
| 2200 BYBERRY ROAD SUITE 110 | HATBORO | PA | 19040 | NONE | PC | ASSISTANCE TO AN ORPHANAGE | $12,000 |
| MALVERN PREP | |||||||
| 418 S WARREN AVENUE | MALVERN | PA | 19355 | NONE | PC | ASSISTANCE TO A PRIVATE, CATHOLIC EDUCATIONAL INSTITUTION | $10,000 |
| ST PATRICK'S CATHOLIC CHURCH | |||||||
| 104 CHANNING AVENUE | MALVERN | PA | 19355 | NONE | PC | ASSISTANCE TO A CATHOLIC PARISH IN THE ARCHDIOCESE OF PHILADELPHIA, PA | $9,600 |
| ST AGNES DAY ROOM | |||||||
| 233 W GAY STREET | WEST CHESTER | PA | 19380 | NONE | PC | ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION | $19,800 |
| THE COMMUNITIES OF DON GUANELLA AND | |||||||
| 20 E CLEVELAND AVE | NORWOOD | PA | 19074 | NONE | PC | ASSISTANCE TO A CATHOLIC SOCIAL SERVICES ORGANIZATION | $1,000 |
| THE AUGUSTINIAN ORDER | |||||||
| PO BOX 340 | VILLANOVA | PA | 19085 | NONE | PC | SUPPORT OF A RELIGIOUS ORDER OF CATHOLIC PRIESTS. | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $62,400 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $647 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $448,840 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $643 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $78,631 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $528,761 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $528,761 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $2,350 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $19,123,841 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $19,219,566 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD FEDERAL MM FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $1,501 | BookValueAmt |
| EOYFMV | $1,501 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $21,501 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CONTINUING EDUCATION | Desc |
| Revenue And Expenses Per Books | $6,250 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Other Investment Income | Desc |
| Revenue And Expenses Per Books | $643 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $2,895 | Amt |
| Net Investment Income | $2,895 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN RILEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 461 | AddressLine1Txt |
| City | VALLEY FORGE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19481 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $126 | Amt |
| Net Investment Income | $126 | NetInvestmentIncomeAmt |
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