DELIVERY FROM HEAVEN FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- DELIVERY FROM HEAVEN FOUNDATION (EIN 06-1484358)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-15
- IRS object ID
- 201412299349100101
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-15T22:23:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 050519852 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER ADVISORY GROUP CPA'S | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 METRO CENTER BLVD | AddressLine1 |
| City | WARWICK | City |
| State | RI | State |
| ZIP Code | 02886 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061484358 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DELIVERY FROM HEAVEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DELI | BusinessNameControlTxt |
| Phone | 4014232103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MAIN ROAD | AddressLine1 |
| City | JAMESTOWN | City |
| State | RI | State |
| ZIP Code | 02835 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL CASEY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 4014232103 | PhoneNum |
| Signature | 2014-08-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS P FILIPPELLI CPA | PreparerPersonNm |
| PTIN | P00480718 | PTIN |
| Phone | 4017322501 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $684,969 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,691 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,628 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $8,629 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $8,629 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,138 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $42,902 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,138 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $14,458 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $14,395 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $109 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $109 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $109 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $26,014 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $26,014 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $26,123 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,014 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,665 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $14,286 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $39,575 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $178,500 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $178,500 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $3,045 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $3,045 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $3,045 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $704,484 | CorporateStockBOYAmt |
| Corporate Stock EOY | $554,225 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $503,424 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $747,110 | TotalAssetsBOYAmt |
| Total Assets EOY | $735,770 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $684,969 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $747,110 | RetainedEarningBOYAmt |
| Retained Earning EOY | $735,770 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $747,110 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $735,770 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $747,110 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $735,770 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $747,110 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,665 | ExcessRevenueOverExpensesAmt |
| Other Increases | $325 | OtherIncreasesAmt |
| Subtotal | $735,770 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $735,770 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| BARCLAYS PLC TR PUR ADR | D | 2006-06-08 | 2013-10-23 | $132 | $132 | $132 | |
| DFA US LARGE CAP VALUE | D | 2007-07-26 | 2013-05-07 | $7,375 | $151 | $151 | $7,224 |
| I SHARES TR DOW JONES US RE | D | 2007-07-26 | 2013-02-19 | $8,202 | -$300 | -$300 | $8,502 |
| SDPR S&P 500 ETF TRUST UNIT SER 1 | D | 2007-07-26 | 2013-02-19 | $15,283 | $555 | $555 | $14,728 |
| SDPR S&P 500 ETF TRUST UNIT SER 1 | D | 2007-07-26 | 2013-05-07 | $11,343 | $1,033 | $1,033 | $10,310 |
| CAPITAL GAINS DIVIDENDS | P | $567 | $567 | $567 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,138 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,306 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $27,660 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 2.144107 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $29,482 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $27,660 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 1.065871 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $37,552 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $26,955 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 1.393137 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $23,055 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $581,229 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039666 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,546 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $34,771 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.389578 | DistributionYr5Rt |
| Total Distribution | 5.032359 | TotalDistributionRt |
| Average Distribution | 1.006472 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $650,669 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $654,880 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $143 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $655,023 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,014 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $286 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $286 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $66 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $66 | TotalPaymentsAndCreditsAmt |
| Tax Due | $220 | 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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| 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 | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL T CASEY | IndividualWithBooksNm |
| Phone | 4014232103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MAIN ROAD | AddressLine1 |
| City | JAMESTOWN | City |
| State | RI | State |
| ZIP Code | 02835 | ZIPCode |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL T CASEY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MAIN STREET | AddressLine1 |
| City | JAMESTOWN | City |
| State | RI | State |
| ZIP Code | 02835 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER ADVISORY GROUP INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 METRO CENTER BLVD 8 | AddressLine1 |
| City | WARWICK | City |
| State | RI | State |
| ZIP Code | 02886 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING & TAX | ServiceTypeTxt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $551,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,038 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $660,578 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $660,578 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,909 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $650,669 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,533 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,533 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $286 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $286 | TotalTaxAmt |
| Distributable Before Adj | $32,247 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $32,247 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $32,247 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,014 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,014 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,014 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $32,247 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $12,007 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $36,400 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $28,393 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $58,191 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $134,991 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,014 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,014 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,233 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,233 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $128,758 | 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 | $5,774 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $122,984 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $36,400 | ExcessFromYear3Amt |
| Excess From Year2 | $28,393 | ExcessFromYear2Amt |
| Excess From Year1 | $58,191 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASSOCIATON OF MARIAN HELPERS | |||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | PUBLIC CHARITY | CONTRIBUTIONCONTRIBUTION | $194 |
| BROTHERHOOD OF HOPE | |||||||
| 194 SUMMER STREET | SOMMERVILLE | MA | 02143 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100 |
| CAPUCHIN FRANCISCANS | |||||||
| 220 37TH STREET | PITTSBURG | PA | 15201 | NONE | PUBLIC CHARITY | CONTRIBUTION | $310 |
| CATHOLIC CHARITY | |||||||
| ONE CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,100 |
| CHRISTENDOM COLLEGE | |||||||
| 134 CHRISTENDOM DRIVE | FRONT ROYAL | VA | 22630 | NONE | PUBLIC CHARITY | EDUCATION | $10,230 |
| DIOCESE OF PROVIDENCE CATHOLIC RELIEF | |||||||
| ONE CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| DISCALCED CARMELITE FRIARS | |||||||
| P O BOX 3420 | SAN JOSE | CA | 95156 | NONE | PUBLIC CHARITY | CONTRIBUTIONCONTRIBUTION | $10 |
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | COCONUT CREEK | FL | 33073 | NONE | PUBLIC CHARITY | CONTRIBUTION | $3,260 |
| FRANSCISCIANS FRIERS OF GRISWOLD | |||||||
| 199 COLONEL BROWN | GRISWOLD | CT | 06360 | NONE | PUBLIC CHARITY | CONTRIBUTION | $907 |
| LEAGUE OF ST ANTHONY | |||||||
| 301 CHURCH STREET | MT CALVARY | WI | 53057 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10 |
| MARIANS OF IMMACULATE CONCEPTION | |||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | PUBLIC CHARITY | CONTRIBUTION | $200 |
| MISSION IMMACULATAE | |||||||
| 6581 HYLAD BLVD | STATEN ISLAND | NY | 10309 | NONE | PUBLIC CHARITY | CONTRIBUTION | $22 |
| MOTHER OF LIFE CENTER | |||||||
| P O BOX 72652 | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | CONTRIBUTION | $4,600 |
| NATIONAL SHRINE FOR PADRE PIO | |||||||
| 2213 OLD STATE HIGHWAY 100 | WASHINGTON | PA | 19504 | NONE | PUBLIC CHARITY | CONTRIBUTION | $55 |
| PERPETUAL HELP CENTER OF REDEMPTION | |||||||
| 1545 ROSBURY STREET | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15 |
| REDEMPTIONISTS FATHER OF NY | |||||||
| P O BOX 304 | MARTY KNOLL | NY | 10545 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10 |
| RIGHTS TO LIFE | |||||||
| 512 10TH STREET NW | WASHINGTON | DC | 20004 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100 |
| SACRED HEART LEAGUE | |||||||
| PO BOX 300 | WALLS | MS | 38680 | NONE | PUBLIC CHARITY | CONTRIBUTION | $30 |
| SALVETORIANS PRIESTS & BROTHERS | |||||||
| 1735 N HI MOUNT BLVD | MILWAUKEE | WI | 53208 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10 |
| SERAPHIC MASS ASSOCIATION | |||||||
| 3600 BUTLER STREET | PITTSBURGH | PA | 15201 | NONE | PUBLIC CHARITY | CONTRIBUTION | $624 |
| SERVANTS OF CHRIST FOR LIFE | |||||||
| 87A MAPLE STREET | SCITUATE | MA | 02066 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25 |
| SOCIETY OF THE LITTLE FLOWER | |||||||
| 1313 FRONTAGE ROAD | DARIEN | IL | 60561 | NONE | PUBLIC CHARITY | CONTRIBUTION | $30 |
| ST LAWRENCE SEMINARY | |||||||
| 301 CHURCH STREET | MT CALVARY | WI | 53057 | NONE | PUBLIC CHARITY | CONTRIBUTION | $50 |
| ST MARKS CHURCH | |||||||
| 60 NARRAGANSETT AVE | JAMESTOWN | RI | 02835 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,420 |
| THE SAN MIGUEL SCHOOL | |||||||
| 12 CARTER STREET | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | CONTRIBUTION | $40 |
| ENACTUS | |||||||
| 1959 EAST KERR STREET | SPRINGFIELD | MS | 65803 | NONE | PUBLIC CHARITY | CONTRIBUTION | $40 |
| LIGHTHOUSE CATHOLIC MEDIA | |||||||
| 303 EAST STATE ST | SYCAMORE | IL | 60198 | NONE | PUBLIC CHARITY | CONTRIBUTION | $292 |
| MARY FOUNDATION | |||||||
| PO BOX 26061 | FAIR VIEW PARK | OH | 44126 | NONE | PUBLIC CHARITY | CONTRIBUTION | $40 |
| LITTLE SISTERS OF THE POOR | |||||||
| 964 MAIN STREET | PAWTUCKET | RI | 02860 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25 |
| MONTFORD ST BENEDICT CENTER | |||||||
| PO BOX 1000 | STILL RIVER | MA | 01467 | NONE | PUBLIC CHARITY | CONTRIBUTION | $225 |
| SETON HOME STUDY SCHOOL | |||||||
| 1350 PROGRESS DRIVE | FRONT ROYAL | VA | 22630 | NONE | PUBLIC CHARITY | CONTRIBUTION | $1,000 |
| WINGS FOR FAITH & FAMILY | |||||||
| PO BOX 524 | TUSTIN | CA | 92781 | NONE | PUBLIC CHARITY | CONTRIBUTION | $40 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $26,014 | 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 | $3,691 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,629 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,138 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $14,458 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,458 | 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCK | StockNm |
| EOY Book Value | $554,225 | EOYBookValueAmt |
| EOYFMV | $503,424 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES PAID | $107 | $107 | $0 | $0 |
| INVESTMENT EXPENSES | $2 | $2 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FEDERAL TAXES | $262 |
| TAX EXEMPT INTEREST | $63 |
Comments