FURP.ORG / PUBLIC DATA EXPLORER

PORTICUS NORTH AMERICA FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
PORTICUS NORTH AMERICA FOUNDATION (EIN 13-3005012)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-11
IRS object ID
201532239349100208
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-08-11T09:01:03-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Anthos USA IncBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1245 Park Avenue 32nd FloorAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN133005012EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE Porticus North America FoundationBusinessNameLine1Txt
Business Name Line2F/K/A The Humanitas FoundationBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% THE PORTICUS NORTH AMERICANInCareOfNm
Business Name ControlPORTBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVEAddressLine1Txt
Address Line2Suite 32 FLAddressLine2Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCARLOS DE LA ROSAPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2127043100PhoneNum
Signature2015-07-28SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDaniela a ArnautuPreparerPersonNm
PTINP00444513PTIN
Phone2127043100PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$207,552FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Total Rev And Expnss$0TotalRevAndExpnssAmt
Total Net Invst Incm$0TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Expenses Rev And Expnss$409OtherExpensesRevAndExpnssAmt
Tot Opr Expenses Rev And Expnss$409TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$0ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$0ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$409TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$0TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$409ExcessRevenueOverExpensesAmt
Net Investment Income$0NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$209,666CashBOYAmt
Cash EOY$197,257CashEOYAmt
Cash EOYFMV$197,257CashEOYFMVAmt
Sav And Temp Cash Invst BOY$10,295SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$10,295SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$10,295SavAndTempCashInvstEOYFMVAmt
Total Assets BOY$219,961TotalAssetsBOYAmt
Total Assets EOY$207,552TotalAssetsEOYAmt
Total Assets EOYFMV$207,552TotalAssetsEOYFMVAmt
Accounts Payable BOY$162,000AccountsPayableBOYAmt
Accounts Payable EOY$150,000AccountsPayableEOYAmt
Total Liabilities BOY$162,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$150,000TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$57,961UnrestrictedBOYAmt
Unrestricted EOY$57,552UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$57,961TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$57,552TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$219,961TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$207,552TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$57,961TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$409ExcessRevenueOverExpensesAmt
Subtotal$57,552SubtotalAmt
Tot Net Ast Or Fund Balances EOY$57,552TotNetAstOrFundBalancesEOYAmt
FieldValueIRS element (for citing)
Cap Gains Loss Tx Invst Incm DetailCapGainsLossTxInvstIncmDetail

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$112,500AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$454,903NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.247305DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,717,372AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$3,684,155NetVlNoncharitableAssetsYr2Amt
Distribution Yr21.551882DistributionYr2Rt
Adjusted Qlfy Distri Yr3$7,388,008AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,715,609NetVlNoncharitableAssetsYr3Amt
Distribution Yr34.306347DistributionYr3Rt
Adjusted Qlfy Distri Yr4$5,907,694AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$896,720NetVlNoncharitableAssetsYr4Amt
Distribution Yr46.588114DistributionYr4Rt
Adjusted Qlfy Distri Yr5$5,908,738AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$496,086NetVlNoncharitableAssetsYr5Amt
Distribution Yr511.910713DistributionYr5Rt
Total Distribution24.604361TotalDistributionRt
Average Distribution4.920872AverageDistributionRt
Net Vl Noncharitable Assets$244,607NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$1,203,680AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$0NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,203,680AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$0QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$0InvestmentIncomeExciseTaxAmt
Subtotal$0SubtotalAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,064EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,064TotalPaymentsAndCreditsAmt
Overpayment$2,064OverpaymentAmt
Applied To ES Tax$2,064AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Org Report Or Register StateNYOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresshttp://www.porticusna.comWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE PORTICUS NORTH AMERICANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2127042300PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVENUE 32 FLOORAddressLine1Txt
CityNew York CityCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
ANTHONY P MULLEN
245 PARK AVENEW YORKNY10167PRESIDENT & VP0$0$0$0
CARLOS DE LA ROSA
245 PARK AVENEW YORKNY10167TREASURER & SECRETARY0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1THE FOUNDATION ACCOMPLISHES ITS CHARITABLE PURPOSES SOLELY THROUGH A PROGRAM OF MAKING CHARITABLE GIFTS AND GRANTS AND DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES OR MAKEDescription1Txt
Description2PROGRAM-RELATED INVESTMENTS. ALL EXPENSES ARE DIRECT GRANT-QUALIFYING EXPENSES.Description2Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$248,332AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$248,332TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$248,332AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,725CashDeemedCharitableAmt
Net Vl Noncharitable Assets$244,607NetVlNoncharitableAssetsAmt
Minimum Investment Return$12,230MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$12,230MinimumInvestmentReturnAmt
Tax Based On Investment Income$0TaxBasedOnInvestmentIncomeAmt
Total Tax$0TotalTaxAmt
Distributable Before Adj$12,230DistributableBeforeAdjAmt
Distributable Before Ded$12,230DistributableBeforeDedAmt
Distributable As Adjusted$12,230DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$0ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Adjusted Qualifying Distri$0AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$12,230DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12012PriorYear1Yr
Prior Year22011PriorYear2Yr
Prior Year32010PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,883,934ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$5,862,858ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$7,302,228ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$5,533,164ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$89,755ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$24,671,939TotalExcessDistributionCyovAmt
Qualifying Distributions$0QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$12,230ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$12,230ExcessDistributionCyovAppCYAmt
Total Corpus$24,659,709TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$5,871,704ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$18,788,005ExcessDistriCyovToNextYrAmt
Excess From Year4$5,862,858ExcessFromYear4Amt
Excess From Year3$7,302,228ExcessFromYear3Amt
Excess From Year2$5,533,164ExcessFromYear2Amt
Excess From Year1$89,755ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonCARLOS DE LA ROSARecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1245 PARK AVE 32 FLAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10167ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2127042300RecipientPhoneNum
Form And Info And MaterialsWRITE FOR FUNDING PRIORITIES AND APPLICATION GUIDELINESFormAndInfoAndMaterialsTxt
Submission DeadlinesOPON ENROLLMENTSubmissionDeadlinesTxt
Restrictions On AwardsOUR PRIMARY FUNDING IS OF PROJECTS IN ALL PARTS OF THE UNITED STATES THAT ARE SPONSORED BY ORGANIZATIONS OF THE ROMAN CATHOLIC CHURCH.RestrictionsOnAwardsTxt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
FieldValueIRS element (for citing)
Div And Int From Sec Part VIIDivAndIntFromSecPartVIIGrp
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp
Gain Sales Ast Oth Than InvntryGainSalesAstOthThanInvntryGrp
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp
Subtotals Incm Producing ActySubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
NYS FILING FEES$50
LICENSES$25
ALM MEDIA PUBLIC NOTICE$140
CORPORATION SERVICES$194

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescREturn OF CHARITABLE CONTRIBUTIONDesc

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAX ON INVESTMENT INCOMECategoryTxt