ROSSWOOD FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ROSSWOOD FOUNDATION (EIN 80-0030671)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349103023
- Schema version
- 2015v2.1
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T16:34:42-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 5300 GRATIOT RD | AddressLine1Txt |
| City | SAGINAW | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 486386035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | 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 | 2016-05-11 | 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 | 9894975300 | PhoneNum |
| Preparation | 2016-05-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,057,077 | 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 | $367,375 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $44 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $44 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $69,677 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $69,677 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $14,681 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,086 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $14,681 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $451,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $84,402 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $3,489 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,489 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $785 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $196 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $589 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,062 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,062 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,639 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $433 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $333 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $333 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,691 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,611 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $167,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $167,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $181,308 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,691 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $171,611 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $270,469 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,711 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,184 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $152,720 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $152,720 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,914,520 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,885,525 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,904,357 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,969,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,038,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,057,077 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,969,704 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,038,245 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,969,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,038,245 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,969,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,038,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,969,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $270,469 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,240,173 | SubtotalAmt |
| Other Decreases | $201,928 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,038,245 | 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 |
| Acquired | 2015-12-31 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $75,603 | GrossSalesPriceAmt |
| Cost Or Other Basis | $61,405 | CostOrOtherBasisAmt |
| Gain Or Loss | $14,198 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $14,198 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $14,681 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $14,198 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,318 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,471,060 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051928 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $125,295 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,270,947 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.055173 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $100,744 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,104,143 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047879 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $7,594 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $232,459 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.032668 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,594 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $79,003 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.032834 | DistributionYr5Rt |
| Total Distribution | 0.220482 | TotalDistributionRt |
| Average Distribution | 0.044096 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,946,547 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $129,931 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $767 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $130,698 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $171,611 | 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 | $767 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $767 | SubtotalAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $233 | OverpaymentAmt |
| Applied To ES Tax | $233 | 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 |
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 | $2,880,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,259 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,991,418 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,991,418 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $44,871 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,946,547 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $147,327 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $147,327 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $767 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $767 | TotalTaxAmt |
| Distributable Before Adj | $146,560 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $146,560 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $146,560 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $171,611 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $171,611 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $767 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $170,844 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $146,560 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $11,003 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,757 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,760 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $171,611 | QualifyingDistributionsAmt |
| Applied To Current Year | $146,560 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $25,051 | RemainingDistriFromCorpusAmt |
| Total Corpus | $42,811 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $42,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $11,003 | ExcessFromYear2Amt |
| Excess From Year1 | $6,757 | ExcessFromYear1Amt |
| Excess From Current Year | $25,051 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GEORGE ALEXANDER ROSS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| INSTITUTE FOR THE PSYCHOLOGICAL SCI | |||||||
| 2001 JEFFERSON DAVIS HWY | SUITE 511 | ARLINGTON | VA | 22202 | PC | CATHOLIC GRADUATE SCHOOL-PSYCHOLOGY | $12,500 |
| OUR LADY OF BETHESDA RETREAT CENTER | |||||||
| 7007 BRADLEY BLVD | BETHESDA | MD | 20817 | PC | CATHOLIC RETREAT CENTER | $7,500 | |
| THE AUGUSTINE INSTITUTE | |||||||
| 6160 S SYRACUSE WAY | GREENWOOD VILLAGE | CO | 80111 | PC | CATHOLIC INSTITUTE OF HIGHER EDUC. | $12,500 | |
| VITAE CARING FOUNDATION | |||||||
| 1731 SOUTHRIDGE DR | SUITE D | JEFFERSON CITY | MO | 651020791 | PC | NONPROFIT ORG ENCOURAGES COMMUNICATI | $2,000 |
| HUMAN LIFE FOUNDATION | |||||||
| 353 LEXINGTON AVENUE | SUITE 802 | NEW YORK CITY | NY | 10016 | PC | SUPPORTER OF PRO-LIFE ACTIVITIES | $15,000 |
| MCLAREN NORTHERN MI FOUNDATION | |||||||
| 360 CONNABLE AVENUE | PETOSKEY | MI | 49770 | PC | PHOTOTHERAPY INFANT BED - NEONATAL | $4,000 | |
| THE WOMEN'S CARE CENTER | |||||||
| 1986 31ST AVENUE | UNIT 100 | VERO BEACH | FL | 32960 | PC | ALTERNATIVES FOR ABORTION FOR WOMEN | $5,000 |
| MATER ECCLESIA FUND FOR VOCATIONS | |||||||
| 9243 OLD GREEN MNT RD | ESMONT | VA | 22937 | PC | ASSIST KIDS WITH STUDENT LOANS | $15,000 | |
| RC MISSION CORPS | |||||||
| 30 MANSELL CT | SUITE 103 | ROSWELL | GA | 30076 | PC | ASSIST ADULTS WITH MISSION WORK | $7,500 |
| AID TO THE CHURCH IN NEED | |||||||
| PO BOX 220384 | BROOKLYN | NY | 11222 | PC | HELP CHRISTIANS IN IRAQ, SYRIA, & ME | $10,000 | |
| ST MICHAEL THE ARCHANGEL REGIONAL | |||||||
| PO BOX 413 | PETOSKEY | MI | 49770 | PC | FINANCIAL SUPPORT FOR SCHOOL | $55,000 | |
| CATHOLIC WORLD MISSION | |||||||
| 30 MANSELL CT | SUITE 103 | ROSWELL | GA | 30076 | PC | SUPPORT OF THE MANO AMIGA SCHOOLS | $15,000 |
| GREGORY THE GREAT ACADEMY | |||||||
| 621 NORTH BROMLEY AVENUE | SCRANTON | PA | 18504 | PC | FINANCIAL SUPPORT FOR SCHOOL | $6,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $167,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $44 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $69,677 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $14,681 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $84,402 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $84,402 | 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 | 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 | $367,375 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 993 SHARES ABBOTT LABORATORIES | $45,847 | 2015-03-11 |
| 1 | 2,861 SHARES ABBOTT LABORATORIES | $141,133 | 2015-06-26 |
| 1 | 935 SHARES ABBOTT LABORATORIES | $47,395 | 2015-07-28 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $785 | Amt |
| Net Investment Income | $196 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $589 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $1,885,525 | EOYBookValueAmt |
| EOYFMV | $2,904,357 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,489 | LegalFeesAmt |
| Disbursements Charitable Prps | $3,489 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST CONTRIBUTION TO CARRYOVER BASIS VALUE | Desc |
| Amt | $201,928 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $15 | $15 |
| BUSINESS SUPPLIES | $318 | $318 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES - HUNTINGTON BANK | CategoryTxt |
| Amt | $7,062 | Amt |
| Net Investment Income | $7,062 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $2,639 | Amt |
| Net Investment Income | $433 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $200 | DisbursementsCharitablePrpsAmt |
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