ROSSWOOD FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ROSSWOOD FOUNDATION (EIN 80-0030671)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-14
- IRS object ID
- 201421349349100802
- 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
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-14T06:54:01-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREWS HOOPER PAVLIK PLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5300 GRATIOT RD | AddressLine1 |
| City | SAGINAW | City |
| State | MI | State |
| ZIP Code | 486386035 | 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 | 800030671 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROSSWOOD FOUNDATION | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | VERO BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GEORGE ALEXANDER ROSS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 7722310279 | PhoneNum |
| Signature | 2014-05-13 | 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 | 2014-05-13 | PreparationDt |
| 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 | $2,373,208 | 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 | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,248 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,248 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,781 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $32,263 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,781 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $55,061 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $55,061 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $187 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $563 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $6,840 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,840 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $405 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $200 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $814 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $814 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,246 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $763 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $135,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,246 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $125,763 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,706 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $46,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,993 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,770 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,770 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,928,256 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,901,773 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,338,438 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,017,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,936,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,373,208 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,017,249 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,936,543 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,017,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,936,543 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,017,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,936,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,017,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,706 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,936,543 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,936,543 | 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 | 2013-12-31 | AcquiredDt |
| Sold | 2013-12-31 | SoldDt |
| Gross Sales Price | $25,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $26,482 | CostOrOtherBasisAmt |
| Gain Or Loss | -$1,482 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$1,482 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,781 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $100,744 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,104,143 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047879 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,594 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $232,459 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.032668 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,594 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,003 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.032834 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,594 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $77,180 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059523 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $5,079 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $83,751 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060644 | DistributionYr5Rt |
| Total Distribution | 0.233548 | TotalDistributionRt |
| Average Distribution | 0.046710 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,270,947 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $106,076 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $468 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $106,544 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $125,763 | 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 | $468 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $468 | SubtotalAmt |
| Tax Based On Investment Income | $468 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Tax Due | $68 | 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 | OH | 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 | AddressLine1 |
| City | VERA BEACH | City |
| State | FL | State |
| ZIP Code | 32963 | 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 |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | PRES & TRES. | 1.00 | $0 | $0 | $0 |
| MARTHA WOODRUFF ROSS | ||||||||
| 1310 LITTLE HARBOUR DRIVE | VERO BEACH | FL | 32963 | SECRETARY | 1.00 | $0 | $0 | $0 |
| RACHEL ELIZABETH TOWNE | ||||||||
| 684 S WILLIAMS ST | DENVER | CO | 80209 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARGARET ROSS WHALEN | ||||||||
| 1132 S RACE ST | DENVER | CO | 80210 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BERNARD RICHARD TOWNE | ||||||||
| 684 S WILLIAMS ST | DENVER | CO | 80209 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DANIEL CHRISTOPHER WHALEN | ||||||||
| 1132 S RACE ST | DENVER | CO | 80210 | 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 | $2,205,424 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $100,106 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,305,530 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $2,305,530 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $34,583 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,270,947 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $113,547 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $113,547 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $468 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $468 | TotalTaxAmt |
| Distributable Before Adj | $113,079 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $113,079 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $113,079 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $125,763 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $125,763 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $468 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $125,295 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $113,079 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,681 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $925 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $770 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $1,695 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $125,763 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,681 | AppliedToYear1Amt |
| Applied To Current Year | $113,079 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,003 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,698 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $925 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,773 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $770 | ExcessFromYear4Amt |
| Excess From Current Year | $11,003 | 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/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|
| FELLOWSHIP OF CATHOLIC UNIVERSITY | ||||||
| PO BOX 18710 | GOLDEN | CO | 804029809 | MISSION WORK | $5,000 | |
| INSTITUTE FOR THE PSYCHOLOGICAL SCI | ||||||
| 2001 JEFFERSON DAVIS HWY | ARLINGTON | VA | 22202 | CATHOLIC GRADUATE SCHOOL-PSYCHOLOGY | $15,000 | SUITE 511 |
| OUR LADY OF BETHESDA RETREAT CENTER | ||||||
| 7007 BRADLEY BLVD | BETHESDA | MD | 20817 | CATHOLIC RETREAT CENTER | $5,000 | |
| ASK A BISHOP | ||||||
| 4598 GROVE STREET | DENVER | CO | 80211 | INTERACTIVE CHURCH WEBSITE | $5,000 | |
| THE AUGUSTINE INSTITUTE | ||||||
| 6160 S SYRACUSE WAY | GREENWOOD VILLAGE | CO | 80111 | CATHOLIC INSTITUTE OF HIGHER EDUC. | $15,000 | |
| VITAE CARING FOUNDATION | ||||||
| 1731 SOUTHRIDGE DR | JEFFERSON CITY | MO | 651020791 | NONPROFIT ORG ENCOURAGES COMMUNICATI | $2,000 | SUITE D |
| HUMAN LIFE FOUNDATION | ||||||
| 353 LEXINGTON AVENUE | NEW YORK CITY | NY | 10016 | SUPPORTER OF PRO-LIFE ACTIVITIES | $15,000 | SUITE 802 |
| CATHOLIC WORLD MISSION | ||||||
| 590 COLUMBUS AVENUE | THORNWOOD | NY | 10594 | CATHOLIC MISSION ORGANIZATION | $15,000 | |
| MCLAREN NORTHERN MI FOUNDATION | ||||||
| 360 CONNABLE AVENUE | PETOSKEY | MI | 49770 | FDN SUPPORTING NORTHERN MI HOSPITAL | $3,000 | |
| THE WOMEN'S CARE CENTER | ||||||
| 1986 31ST AVENUE | VERO BEACH | FL | 32960 | ALTERNATIVES FOR ABORTION FOR WOMEN | $15,000 | UNIT 100 |
| CHRIST IN THE CITY | ||||||
| 1840 GRANT STREET | DENVER | CO | 80203 | TRAINING ADULTS TO BE MISSIONARIES | $5,000 | |
| MATER ECCLESIA FUND FOR VOCATIONS | ||||||
| 9243 OLD GREEN MNT RD | EXMONT | VA | 22937 | ASSIST KIDS WITH STUDENT LOANS | $15,000 | |
| RC MISSION CORPS | ||||||
| 2595 SPALDING DRIVE | ATLANTA | GA | 30350 | ASSIST ADULTS WITH MISSION WORK | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,248 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,781 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $55,061 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $55,061 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $750 | Amt |
| Net Investment Income | $187 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $563 | DisbursementsCharitablePrpsAmt |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| GEORGE ALEXANDER ROSS |
| MARTHA WOODRUFF ROSS |
| RACHEL ELIZABETH TOWNE |
| MARGARET ROSS WHALEN |
| BERNARD RICHARD TOWNE |
| DANIEL CHRISTOPHER WHALEN |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED | StockNm |
| EOY Book Value | $1,901,773 | EOYBookValueAmt |
| EOYFMV | $2,338,438 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK FEES | $30 | $30 |
| ADMINISTRATIVE FEES | $92 | $92 |
| OTHER FEES | $692 | $692 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAL FEES - HUNTINGTON BANK | CategoryTxt |
| Amt | $6,840 | Amt |
| Net Investment Income | $6,840 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| STATE OF OHIO - TAXES | $200 | $200 | |
| US TREASURY | $674 | ||
| FOREIGN TAXES | $405 | $405 | |
| $1,084 |
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