RIVERS FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- RIVERS FOUNDATION (EIN 27-0167279)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201421339349102777
- Schema version
- 2013v3.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T21:20:45-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | 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 | 270167279 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Rivers Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | RIVE | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1 |
| Address Line2 | Suite 123 | AddressLine2 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | philip rivers | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2014-05-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | 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 | $2,373,655 | 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 | $721,500 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $325 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $325 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $34,365 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,365 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $51,332 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $360,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,481 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $807,522 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,171 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $12,135 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,135 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $861 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $15,468 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $209 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $15,259 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,464 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,372 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $424,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $424,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $452,464 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,372 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $439,259 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $355,058 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,799 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $83,054 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $690,168 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $690,168 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,729,346 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,477,290 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,683,487 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,812,400 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,167,458 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,373,655 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,812,400 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,167,458 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,812,400 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,167,458 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,812,400 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,167,458 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,812,400 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $355,058 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,167,458 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,167,458 | 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 |
| Gross Sales Price | $360,768 | GrossSalesPriceAmt |
| Cost Or Other Basis | $289,287 | CostOrOtherBasisAmt |
| Gain Or Loss | $71,481 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $71,481 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,481 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $348,569 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,297,033 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.268743 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $221,573 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,004,567 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.220566 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $165,044 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $471,500 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.35004 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $8,596 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $152,270 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.056452 | DistributionYr4Rt |
| Total Distribution | 0.895801 | TotalDistributionRt |
| Average Distribution | 0.22395 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,755,647 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $393,177 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $938 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $394,115 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $439,259 | 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 | $938 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $938 | SubtotalAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $338 | 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 |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Philip M Rivers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir / Sec | 1.0 | $0 | $0 | $0 |
| Tiffany Rivers | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,606,201 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $176,182 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,782,383 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,782,383 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $26,736 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,755,647 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $87,782 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $87,782 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $938 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $938 | TotalTaxAmt |
| Distributable Before Adj | $86,844 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $86,844 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $86,844 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $439,259 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $439,259 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $938 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $438,321 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $86,844 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr4 | $3,715 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $141,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $171,753 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $284,183 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $601,228 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $439,259 | QualifyingDistributionsAmt |
| Applied To Current Year | $86,844 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $352,415 | RemainingDistriFromCorpusAmt |
| Total Corpus | $953,643 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $953,643 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,715 | ExcessFromYear4Amt |
| Excess From Year3 | $141,577 | ExcessFromYear3Amt |
| Excess From Year2 | $171,753 | ExcessFromYear2Amt |
| Excess From Year1 | $284,183 | ExcessFromYear1Amt |
| Excess From Current Year | $352,415 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PHILIP M RIVERS | ContributingManagerNm |
| Contributing Manager | TIFFANY RIVERS | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGNUS DEI FOUNDATION | |||||||
| 243 S ESCONDIDO BLVD STE 127 | ESCONDIDO | CA | 92025 | N/A | PC | General & Unrestricted | $110,000 |
| CATHOLIC ANSWERS INC | |||||||
| PO BOX 199000 | SAN DIEGO | CA | 92159 | N/A | PC | General & Unrestricted | $30,000 |
| CATHOLIC RELIEF SERVICES INC | |||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | General & Unrestricted | $2,000 |
| CULTURE OF LIFE FAMILY SERVICES | |||||||
| 5030 CAMINO DE LA SIESTA | SAN DIEGO | CA | 92108 | N/A | PC | General & Unrestricted | $5,000 |
| CULTURE OF LIFE FAMILY SERVICES | |||||||
| 5030 CAMINO DE LA SIESTA | SAN DIEGO | CA | 92108 | N/A | PC | Charitable Event | $15,000 |
| ETERNAL WORD TELEVISION NETWORK INC | |||||||
| 5817 OLD LEEDS RD | IRONDALE | AL | 35210 | N/A | PC | General & Unrestricted | $5,500 |
| FREEDOM OF CONSCIENCE DEFENSE FUND | |||||||
| PO BOX 9520 | RANCHO SANTA FE | CA | 92067 | N/A | PC | General & Unrestricted | $100,000 |
| IHR EDUCATIONAL BROADCASTING IMMAC HEART RADIO | |||||||
| 3256 PENRYN RD | LOOMIS | CA | 95650 | N/A | PC | General & Unrestricted | $125,000 |
| MILES CHRISTI RELIGIOUS ORDER | |||||||
| PO BOX 910331 | SAN DIEGO | CA | 92191 | N/A | PC | General & Unrestricted | $10,000 |
| ONE BREAD LAY APOSTOLATE | |||||||
| PO BOX 2414 | SANFORD | NC | 27331 | N/A | PC | General & Unrestricted | $1,000 |
| OUR LADY OF MT CARMEL CATHOLIC PARISH SAN DIEGO | |||||||
| 13541 STONEY CREEK RD | SAN DIEGO | CA | 92129 | N/A | PC | General & Unrestricted | $5,500 |
| ST DISMAS GUILD | |||||||
| PO BOX 2129 | ESCONDIDO | CA | 92033 | N/A | PC | General & Unrestricted | $5,000 |
| THE DOMINICAN SISTERS OF MARY MOTHER OF EUCHARIST | |||||||
| 4597 WARREN RD | ANN ARBOR | MI | 48105 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $424,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $34,365 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $51,332 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $86,022 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $86,022 | 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 | Rivers Philip M | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 Ridgeway Loop | AddressLine1 |
| City | Memphis | City |
| State | TN | State |
| ZIP Code | 38120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $721,500 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (33 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AFLAC INC. | $9,507 | $13,694 |
| AIR PRODS & CHEM INC. | $9,078 | $12,296 |
| BANK OF NOVA SCOTIA | $5,411 | $6,255 |
| BERKSHIRE HATHAWAY INC. CLASS | $8,181 | $11,856 |
| BLACKROCK GLOBAL ALLOC I | $154,261 | $171,403 |
| BOEING CO | $5,058 | $9,554 |
| CLOROX CO | $8,939 | $11,131 |
| COCA-COLA CO | $3,016 | $4,544 |
| CSX CORP | $6,347 | $8,631 |
| DIAGEO PLC ADS | $4,877 | $8,607 |
| EMERSON ELECTRIC CO. | $9,905 | $14,036 |
| ILLINOIS TOOL WORKS | $4,897 | $8,408 |
| INTEL CORP | $4,680 | $5,192 |
| IVY ASSET STRATEGY FUND CLASS | $231,205 | $289,360 |
| JOHNSON & JOHNSON | $8,211 | $11,540 |
| JPM CHASE CAP XXIX GTD CAP SER | $24,240 | $25,320 |
| MEDTRONIC INC | $4,598 | $6,887 |
| NEXTERA ENERGY, INC | $3,015 | $5,308 |
| NORTHEAST UTIL | $2,970 | $4,663 |
| PERMANENT PT | $85,040 | $81,931 |
| PIMCO TOTAL RETURN FUND P CLAS | $108,651 | $105,671 |
| PRUDENTIAL SHORT-TERM CORPOROR | $155,101 | $153,261 |
| RAYTHEON CO. | $5,409 | $9,070 |
| SANOFI-AVENTIS SPONSORED ADR | $5,017 | $7,508 |
| SCHLUMBERGER LTD | $8,435 | $9,011 |
| SUNAMERICA FOCUSED DIVIDEND ST | $313,156 | $401,936 |
| SUNAMERICA INCOME FDS STRATEGI | $46,925 | $47,767 |
| TEMPLETON GLOBAL BD | $42,197 | $41,574 |
| THE BOND FD OF AMERICA, CLASS | $107,037 | $107,168 |
| THE HARTFORD INFLATION PLUS FU | $74,146 | $68,166 |
| TORONTO DOMINION | $5,781 | $6,597 |
| UNILEVER PLC AMER | $8,978 | $9,888 |
| UNITED PARCEL SERVICE | $3,021 | $5,254 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $15,234 | $15,234 | |
| Bank Charges | $209 | $209 | |
| State or Local Filing Fees | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $12,135 | Amt |
| Net Investment Income | $12,135 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF 1ST EXTENSION FOR 2012 | $233 | |
| 990-PF Estimated Tax for 2013 | $600 | |
| Foreign Tax Paid | $28 | $28 |
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