MCQUADE FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MCQUADE FAMILY FOUNDATION (EIN 20-2057759)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-20
- IRS object ID
- 202500799349101355
- Schema version
- 2024v5.0
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-20T10:01:36-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202057759 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCQUADE FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCQU | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EUGENE MCQUADE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2025-02-24 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2025-02-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,929,414 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $515,156 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $90,963 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,963 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $765,643 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,390,030 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $765,643 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,371,762 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $856,606 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $21,466 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,879 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,586 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,091 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $376 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $50 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $50 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $29,857 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $14,005 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $9,136 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $966,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $966,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $996,557 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $14,005 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $975,836 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $375,205 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $842,601 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $205,059 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $127,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $127,099 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Corporate Stock BOY | $2,292,744 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,084,458 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,501,470 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $300,924 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $300,845 | CorporateBondsEOYFMVAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,497,803 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,512,481 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,929,414 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,497,803 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,512,481 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,497,803 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,512,481 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,497,803 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,512,481 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,497,803 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $375,205 | ExcessRevenueOverExpensesAmt |
| Other Increases | $111,592 | OtherIncreasesAmt |
| Subtotal | $2,984,600 | SubtotalAmt |
| Other Decreases | $472,119 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,512,481 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (172 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 100. ALPHABET INC SHS CL C | 2016-12-09 | 2024-01-18 | $14,344 | $3,926 | $10,418 | $10,418 | |
| 200. ALPHABET INC SHS CL C | 2016-05-24 | 2024-01-18 | $28,688 | $7,189 | $21,499 | $21,499 | |
| 70. ALPHABET INC SHS CL A | 2023-09-22 | 2024-01-18 | $9,948 | $9,169 | $779 | $779 | |
| 5. AMAZON COM INC | 2023-11-09 | 2024-01-18 | $764 | $706 | $58 | $58 | |
| 55. AMAZON COM INC | 2023-09-22 | 2024-01-18 | $8,403 | $7,215 | $1,188 | $1,188 | |
| 45. AMAZON COM INC | 2016-12-09 | 2024-01-18 | $6,875 | $1,728 | $5,147 | $5,147 | |
| 85. ISHARES CORE S&P 500 ETF | 2023-12-28 | 2024-01-18 | $40,484 | $40,754 | -$270 | -$270 | |
| 25. LOCKHEED MARTIN CORPORATION | 2016-01-07 | 2024-01-18 | $11,411 | $5,315 | $6,096 | $6,096 | |
| 55. MICROSOFT CORPORATION | 2023-09-22 | 2024-01-18 | $21,541 | $17,677 | $3,864 | $3,864 | |
| 125. NVIDIA CORP COM | 2019-01-16 | 2024-01-18 | $71,576 | $4,673 | $66,903 | $66,903 | |
| 15. UNITEDHEALTH GROUP INC | 2016-05-06 | 2024-01-18 | $7,573 | $1,976 | $5,597 | $5,597 | |
| 40. ZOETIS INC | 2016-03-24 | 2024-01-18 | $7,657 | $1,706 | $5,951 | $5,951 | |
| 75. ZOETIS INC | 2016-02-26 | 2024-01-18 | $14,357 | $3,198 | $11,159 | $11,159 | |
| 110. APPLE INC COM | 2017-02-08 | 2024-01-25 | $21,325 | $3,617 | $17,708 | $17,708 | |
| 10. APPLE INC COM | 2015-08-03 | 2024-01-25 | $1,939 | $285 | $1,654 | $1,654 | |
| 20. NVIDIA CORP COM | 2019-01-16 | 2024-01-25 | $12,310 | $748 | $11,562 | $11,562 | |
| 25. VANGUARD MID-CAP ETF | 2019-12-31 | 2024-01-25 | $5,763 | $4,443 | $1,320 | $1,320 | |
| 170. VANGUARD MID-CAP ETF | 2020-09-18 | 2024-01-25 | $39,191 | $30,120 | $9,071 | $9,071 | |
| 95. VANGUARD MID-CAP ETF | 2017-01-10 | 2024-01-25 | $21,901 | $12,718 | $9,183 | $9,183 | |
| 70. BOSTON SCIENTIFIC CORPORATION | 2023-12-28 | 2024-02-14 | $4,605 | $3,944 | $661 | $661 | |
| 40. CONOCOPHILLIPS COM | 2022-05-09 | 2024-02-14 | $4,407 | $3,961 | $446 | $446 | |
| 20. JOHNSON & JOHNSON | 2023-12-28 | 2024-02-14 | $3,113 | $3,142 | -$29 | -$29 | |
| 10. LILLY ELI & COMPANY | 2023-12-28 | 2024-02-14 | $7,528 | $5,809 | $1,719 | $1,719 | |
| 15. LILLY ELI & COMPANY | 2018-04-18 | 2024-02-14 | $11,292 | $1,199 | $10,093 | $10,093 | |
| 80. NVIDIA CORP COM | 2019-01-16 | 2024-02-14 | $58,539 | $2,991 | $55,548 | $55,548 | |
| 10. UNITEDHEALTH GROUP INC | 2016-05-06 | 2024-02-14 | $5,170 | $1,318 | $3,852 | $3,852 | |
| 35. VALERO ENERGY CORP - NEW | 2022-05-09 | 2024-02-14 | $4,909 | $4,235 | $674 | $674 | |
| 155. VANGUARD MID-CAP ETF | 2017-01-10 | 2024-02-14 | $36,262 | $20,751 | $15,511 | $15,511 | |
| 30. VANGUARD MID-CAP ETF | 2017-01-10 | 2024-02-15 | $7,047 | $4,016 | $3,031 | $3,031 | |
| 145. VANGUARD MID-CAP ETF | 2016-12-29 | 2024-02-15 | $34,060 | $19,168 | $14,892 | $14,892 | |
| 400. ISHARES TR ISHARES 1-5 YEAR INVESTMENT GRADE | 2020-09-10 | 2024-02-16 | $20,414 | $21,988 | -$1,574 | -$1,574 | |
| 1600. ISHARES TR ISHARES 1-5 YEAR INVESTMENT GRADE | 2020-11-13 | 2024-02-16 | $81,655 | $87,929 | -$6,274 | -$6,274 | |
| 15. CONOCOPHILLIPS COM | 2022-05-09 | 2024-03-20 | $1,823 | $1,485 | $338 | $338 | |
| 130. ISHARES CORE S&P 500 ETF | 2023-12-28 | 2024-03-20 | $67,588 | $62,329 | $5,259 | $5,259 | |
| 25. ISHARES CORE S&P 500 ETF | 2023-11-30 | 2024-03-20 | $12,998 | $11,898 | $1,100 | $1,100 | |
| 880. ISHARES TR ISHARES 1-5 YEAR INVESTMENT GRADE | 2020-11-13 | 2024-03-20 | $44,977 | $48,361 | -$3,384 | -$3,384 | |
| 15. NVIDIA CORP COM | 2019-01-16 | 2024-03-20 | $13,307 | $561 | $12,746 | $12,746 | |
| 20. VALERO ENERGY CORP - NEW | 2022-05-09 | 2024-03-20 | $3,378 | $2,420 | $958 | $958 | |
| 180. VANGUARD MID-CAP ETF | 2016-12-29 | 2024-03-20 | $44,035 | $23,795 | $20,240 | $20,240 | |
| 60. VANGUARD SMALL CAP | 2022-11-14 | 2024-03-20 | $13,281 | $11,643 | $1,638 | $1,638 | |
| 10. ALPHABET INC SHS CL A | 2023-09-22 | 2024-05-14 | $1,692 | $1,310 | $382 | $382 | |
| 10. ALPHABET INC SHS CL A | 2016-12-09 | 2024-05-14 | $1,692 | $402 | $1,290 | $1,290 | |
| 10. BERKSHIRE HATHAWAYINC DEL CL B NEW | 2022-11-14 | 2024-05-14 | $4,103 | $3,103 | $1,000 | $1,000 | |
| 20. CONSTELLATION BRANDS INC CL A | 2023-12-28 | 2024-05-14 | $5,123 | $4,828 | $295 | $295 | |
| 5. CONSTELLATION BRANDS INC CL A | 2018-08-31 | 2024-05-14 | $1,281 | $1,043 | $238 | $238 | |
| 5. COSTCO WHSL CORP NEW COM | 2023-12-28 | 2024-05-14 | $3,896 | $3,329 | $567 | $567 | |
| 5. COSTCO WHSL CORP NEW COM | 2023-12-21 | 2024-05-14 | $3,896 | $3,311 | $585 | $585 | |
| 10. MICROSOFT CORPORATION | 2020-03-20 | 2024-05-14 | $4,123 | $1,420 | $2,703 | $2,703 | |
| 140. NEXTERA ENERGY INC SHS | 2012-04-03 | 2024-05-14 | $10,510 | $2,170 | $8,340 | $8,340 | |
| 115. VANGUARD MID-CAP ETF | 2016-12-29 | 2024-05-14 | $28,355 | $15,202 | $13,153 | $13,153 | |
| 135. VANGUARD SMALL CAP | 2022-11-14 | 2024-05-14 | $30,412 | $26,196 | $4,216 | $4,216 | |
| 40. VANGUARD SMALL CAP | 2012-08-21 | 2024-05-14 | $9,011 | $3,149 | $5,862 | $5,862 | |
| 5. MICROSOFT CORPORATION | 2020-03-20 | 2024-08-22 | $2,122 | $710 | $1,412 | $1,412 | |
| 5. MICROSOFT CORPORATION | 2019-02-12 | 2024-08-22 | $2,122 | $534 | $1,588 | $1,588 | |
| 60. NVIDIA CORP COM | 2019-01-16 | 2024-08-22 | $7,800 | $224 | $7,576 | $7,576 | |
| 5. UNITEDHEALTH GROUP INC | 2016-05-06 | 2024-08-22 | $2,896 | $659 | $2,237 | $2,237 | |
| 105. VANGUARD MID-CAP ETF | 2016-12-29 | 2024-08-22 | $26,726 | $13,880 | $12,846 | $12,846 | |
| 110. VANGUARD SMALL CAP | 2012-08-21 | 2024-08-22 | $25,259 | $8,660 | $16,599 | $16,599 | |
| 90. WEC ENERGY GROUP INC SHS | 2022-11-10 | 2024-08-22 | $8,257 | $8,349 | -$92 | -$92 | |
| 27. UNITEDHEALTH GROUP INC | 2016-05-06 | 2024-10-16 | $15,432 | $3,557 | $11,875 | $11,875 | |
| 2000. NVIDIA CORP COM | 2020-07-10 | 2024-10-28 | $282,372 | $20,985 | $261,387 | $261,387 | |
| 15. ADVANCED MICRO DEVICES INC | 2023-12-28 | 2024-12-06 | $2,113 | $2,230 | -$117 | -$117 | |
| 40. ALPHABET INC SHS CL A | 2016-12-09 | 2024-12-06 | $6,994 | $1,607 | $5,387 | $5,387 | |
| 40. AMAZON COM INC | 2016-12-09 | 2024-12-06 | $8,992 | $1,536 | $7,456 | $7,456 | |
| 95. APPLE INC COM | 2015-08-03 | 2024-12-06 | $23,148 | $2,709 | $20,439 | $20,439 | |
| 5. AUTOMATIC DATA PROCESSING INC | 2014-02-04 | 2024-12-06 | $1,521 | $327 | $1,194 | $1,194 | |
| 5. BERKSHIRE HATHAWAYINC DEL CL B NEW | 2022-11-14 | 2024-12-06 | $2,353 | $1,552 | $801 | $801 | |
| 25. BOSTON SCIENTIFIC CORPORATION | 2024-10-16 | 2024-12-06 | $2,261 | $2,183 | $78 | $78 | |
| 15. BROADCOM INC | 2023-12-28 | 2024-12-06 | $2,629 | $1,683 | $946 | $946 | |
| 10. CONOCOPHILLIPS COM | 2022-05-09 | 2024-12-06 | $1,031 | $990 | $41 | $41 | |
| 5. CONSTELLATION BRANDS INC CL A | 2018-08-31 | 2024-12-06 | $1,207 | $1,043 | $164 | $164 | |
| 5. CONSTELLATION ENERGY CORP REG SHS | 2024-08-22 | 2024-12-06 | $1,254 | $978 | $276 | $276 | |
| 5. COSTCO WHSL CORP NEW COM | 2023-12-21 | 2024-12-06 | $4,967 | $3,311 | $1,656 | $1,656 | |
| 15. META PLATFORMS INC CLASS A COMMON STOCK | 2023-12-28 | 2024-12-06 | $9,392 | $5,392 | $4,000 | $4,000 | |
| 3. HOME DEPOT INC | 2015-01-29 | 2024-12-06 | $1,296 | $321 | $975 | $975 | |
| 2. HOME DEPOT INC | 2015-01-30 | 2024-12-06 | $864 | $210 | $654 | $654 | |
| 5. HONEYWELL INTERNATIONAL INC | 2010-11-17 | 2024-12-06 | $1,133 | $233 | $900 | $900 | |
| 10. JOHNSON & JOHNSON | 2023-12-28 | 2024-12-06 | $1,489 | $1,571 | -$82 | -$82 | |
| 5. LILLY ELI & COMPANY | 2024-10-16 | 2024-12-06 | $4,194 | $4,577 | -$383 | -$383 | |
| 5. MASTERCARD INC | 2023-12-28 | 2024-12-06 | $2,654 | $2,126 | $528 | $528 | |
| 30. MICROSOFT CORPORATION | 2016-12-09 | 2024-12-06 | $13,288 | $1,851 | $11,437 | $11,437 | |
| 200. NVIDIA CORP COM | 2020-07-10 | 2024-12-06 | $28,341 | $2,098 | $26,243 | $26,243 | |
| 10. RTX CORP CORP | 2013-07-12 | 2024-12-06 | $1,181 | $297 | $884 | $884 | |
| 5. VALERO ENERGY CORP - NEW | 2022-05-09 | 2024-12-06 | $658 | $605 | $53 | $53 | |
| 5. VISA INC CL A SHRS | 2023-12-28 | 2024-12-06 | $1,560 | $1,297 | $263 | $263 | |
| 25. WAL-MART STORES INCORPORATED | 2023-12-21 | 2024-12-06 | $2,398 | $1,287 | $1,111 | $1,111 | |
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P | |||||
| CAPITAL GAIN DIVIDENDS | $78 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $765,643 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,712 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $11,712 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $11,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,976 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,976 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $4,736 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | RI | 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 | BANK OF AMERICA NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 653067 | AddressLine1Txt |
| City | DALLAS | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 752653067 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| EUGENE M MCQUADE | ||||||
| 1227 LAKE HOUSE DR | N PALM BEACH | FL | 334083370 | DIRECTOR | 1 | $0 |
| PEGGY J MCQUADE | ||||||
| 1227 LAKE HOUSE DR | N PALM BEACH | FL | 02818 | DIRECTOR | 1 | $0 |
| BANK OF AMERICA N A | ||||||
| PO BOX 653067 | DALLAS | TX | 752653067 | AGENT FOR FIDUCIARY | 1 | $21,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| 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 | $3,487,873 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $166,277 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,654,150 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,654,150 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $54,812 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,599,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $179,967 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $179,967 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,712 | TotalTaxAmt |
| Distributable Before Adj | $168,255 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168,255 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168,255 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $975,836 | 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 | $975,836 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,255 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $695,878 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $800,017 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $707,029 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $722,593 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $625,231 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,550,748 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $975,836 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168,255 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $807,581 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,358,329 | 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 | $695,878 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,662,451 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $800,017 | ExcessFromYear4Amt |
| Excess From Year3 | $707,029 | ExcessFromYear3Amt |
| Excess From Year2 | $722,593 | ExcessFromYear2Amt |
| Excess From Year1 | $625,231 | ExcessFromYear1Amt |
| Excess From Current Year | $807,581 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ARCHDIOCESE FOR THE MILITARY | ||||||||
| PO BOX 4469 | WASHINGTON | DC | 20017 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| CARDINAL HAYES HIGH SCHOOL | ||||||||
| 650 GRAND CONCOURSE | BRONX | NY | 10451 | N/A | PC | STEVE MORE SCHOLARSHIP FUND | $1,000 | |
| CATHOLIC CHARITIES OF THE | ||||||||
| 1011 FIRST AVE | NEW YORK | NY | 10022 | N/A | PC | UNRESTRICTED GENERAL | $25,000 | ARCHDIOCESE OF NEW YORK |
| GREATER PROVIDENCE YMCA | ||||||||
| 33 BROAD ST SUITE 303 | PROVIDENCE | RI | 02903 | N/A | PC | UNRESTRICTED GENERAL | $2,500 | |
| ST BONAVENTURE UNIV | ||||||||
| 3261 W STATE RD | SAINT BONAVENTURE | NY | 14778 | N/A | PC | UNRESTRICTED GENERAL | $100,000 | |
| THE IRELAND FUNDS AMERICA | ||||||||
| 10 POST OFFICE SQ STE N950 | BOSTON | MA | 02109 | N/A | PC | UNRESTRICTED GENERAL | $25,000 | |
| THE IRELAND FUNDS AMERICA | ||||||||
| 10 POST OFFICE SQ STE N950 | BOSTON | MA | 02109 | N/A | PC | CHILDRENS PROGRAM | $25,000 | HEART OF THE COMMUNITY |
| MA EYE & EAR | ||||||||
| 243 CHARLES ST | BOSTON | MA | 02114 | N/A | PC | UNRESTRICTED GENERAL | $10,000 | |
| CAPE & ISLANDS UNITED WAY | ||||||||
| PO BOX 367 | CENTERVILLE | MA | 02632 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| SPAULDING REHABILITATION HOSPITAL | ||||||||
| 300 FIRST AVENUE | BOSTON | MA | 02129 | N/A | PC | UNRESTRICTED GENERAL | $10,000 | |
| ARTS FOUNDATION OF CAPE COD | ||||||||
| 396 MAIN STREET | HYANNIS | MA | 02601 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| OYSTER HARBORS SCHOLARSHIP FUND | ||||||||
| 2037 OYSTER HARBORS | OSTERVILLE | MA | 026552494 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| NATIVITY-BOSTON PREPARATORY SCHOOL | ||||||||
| 39 LAMARTINE STREET | JAMAICA PLAIN | MA | 02130 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| CAPE COD HEALTHCARE FOUNDATION | ||||||||
| 25 COMMUNICATION WAY | HYANNIS | MA | 02601 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| PROVIDENCE COUNTRY DAY SCHOOL | ||||||||
| 660 WATERMAN AVENUE | EAST PROVIDENCE | RI | 02914 | N/A | PC | UNRESTRICTED GENERAL | $50,000 | |
| UNITED WAY OF RHODE ISLAND | ||||||||
| 50 VALLEY STREET | PROVIDENCE | RI | 02909 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| RI HOSPITAL FDN | ||||||||
| 167 POINT ST | PROVIDENCE | RI | 02903 | N/A | PC | UNRESTRICTED GENERAL | $2,500 | |
| ALLIANCE TO PROTECT NANTUCKET SOUND INC | ||||||||
| 4 BARNSTABLE ROAD | HYANNIS | MA | 02601 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| CARDINAL HAYES HIGH SCHOOL | ||||||||
| 650 GRAND CONCOURSE | BRONX | NY | 10451 | N/A | PC | UNRESTRICTED GENERAL | $15,000 | |
| CATHOLIC CHARITIES ARCHDIOCESE OF NY | ||||||||
| 1101 FIRST AVENUE | NEW YORK | NY | 10022 | N/A | PC | UNRESTRICTED GENERAL | $100,000 | |
| BOYS & GIRLS CLUB OF AMERICA | ||||||||
| 1275 PEACHTREE STREET NE | ATLANTA | GA | 30309 | N/A | PC | CHAMPIONS OF YOUTH | $75,000 | |
| VILLANOVA UNIVERSITY | ||||||||
| 800 E LANCASTER AVENUE | VILLANOVA | PA | 19085 | N/A | PC | COLLEGE OF NURSING | $2,500 | |
| THE PONTIFICIAL COLLEGE | ||||||||
| 3211 4TH STREET NE | WASHINGTON | DC | 20017 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| HOUSING ASSISTANCE CORPORATION | ||||||||
| 460 WEST MAIN STREET | HYANNIS | MA | 026023698 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| THE IRELAND FUNDS AMERICA | ||||||||
| 345 PARK AVENUE | NEW YORK | NY | 10154 | N/A | PC | UNRESTRICTED GENERAL | $200,000 | AKA THE AMERICAN IRELAND FUND |
| BOB WOODRUFF FOUNDATION | ||||||||
| 1350 BROADWAY | NEW YORK | NY | 10018 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| TUFTS MEDICAL CENTER | ||||||||
| 800 WASHINGTON STREET | BOSTON | MA | 021111552 | N/A | PC | UNRESTRICTED GENERAL | $200,000 | |
| ADAKUM EDUCATIONAL FOUNDATION | ||||||||
| 525 WEST 141 STREET | NEW YORK | NY | 10031 | N/A | PC | UNRESTRICTED GENERAL | $500 | |
| INNER-CITY SCHOLARSHIP FUND | ||||||||
| 1011 FIRST AVENUE | NEW YORK | NY | 10022 | N/A | PC | UNRESTRICTED GENERAL | $2,700 | |
| CATHOLIC DIOCESE OF PROVIDENCE | ||||||||
| 1 CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | N/A | PC | 2024 CATHOLIC CHARITY | $1,000 | |
| LEADERSHIP TABLE | ||||||||
| 415 MICHIGAN AVENUE NE | WASHINGTON | DC | 20017 | N/A | PC | UNRESTRICTED GENERAL | $50,000 | |
| NICKLAUS CHILDRENS HEALTH CARE | ||||||||
| 11780 US HIGHWAY ONE 105 | N PALM BEACH | FL | 334080000 | N/A | PC | UNRESTRICTED GENERAL | $20,000 | |
| LOST TREE VILLAGE FOUNDATION | ||||||||
| 8 CHURCH LANE | NORTH PALM BEACH | FL | 33408 | N/A | PC | UNRESTRICTED GENERAL | $5,000 | |
| THE HYANNISPORT CLUB SCHOLARSHIP FD | ||||||||
| PO BOX 392 | HYANNIS PORT | MA | 02647 | N/A | PC | UNRESTRICTED GENERAL | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $966,700 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $90,963 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $765,643 | 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 | $856,606 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $856,606 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | Address Line2ContributorUSAddress/AddressLine2Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| EUGENE AND PEGGY MCQUADE | |||||||
| 1 | C/O BANK OF AMERICA NA | PO BOX 653067 | DALLAS | TX | 752653067 | $153,309 | Yes (X) |
| EUGENE AND PEGGY MCQUADE | |||||||
| 2 | C/O BANK OF AMERICA | PO BOX 653067 | DALLAS | TX | 752653067 | $361,847 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 650 SHS APPLE INC COM | $153,309 | 2024-10-23 |
| 2 | 2520 NVIDIA | $361,847 | 2024-10-23 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE - BOA | CategoryTxt |
| Amt | $1,250 | Amt |
| Net Investment Income | $750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 89236TLJ2 TOYOTA MOTOR CREDIT | $100,125 | $100,236 |
| 055451AY4 BHP BILLITON FIN USA | $100,385 | $100,303 |
| 06418GAC1 USD BANK NOVA SCOTIA | $100,414 | $100,306 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 438516106 HONEYWELL INTL INC D | $2,326 | $11,295 |
| 478160104 JOHNSON AND JOHNSON | $13,094 | $13,016 |
| 037833100 APPLE INC | $28,906 | $284,227 |
| 594918104 MICROSOFT CORP | $15,340 | $139,517 |
| 464287200 ISHARES CORE S&P 500 | $228,815 | $368,514 |
| 922908629 VANGUARD MID-CAP ETF | $76,829 | $155,837 |
| 922908751 VANGUARD SMALL CAP | $51,569 | $157,383 |
| 023135106 AMAZON COM INC COM | $12,726 | $98,726 |
| 22160K105 COSTCO WHOLESALE CRP | $4,390 | $36,651 |
| 084670702 BERKSHIRE HATHAWAYIN | $10,129 | $31,730 |
| 57636Q104 MASTERCARD INC | $11,013 | $26,329 |
| 02079K305 ALPHABET INC SHS | $15,158 | $88,025 |
| 30303M102 META PLATFORMS INC C | $29,949 | $88,412 |
| 464287465 ISHARES MSCI EAFE | $41,301 | $55,951 |
| 464288646 ISHARES TR ISHARES 1 | $553,031 | $546,934 |
| 539830109 LOCKHEED MARTIN CORP | ||
| 666807102 NORTHROP GRUMMAN COR | $3,766 | $10,794 |
| 437076102 HOME DEPOT INC | $4,208 | $15,560 |
| 464288513 ISHARES IBOXX$ HIGH | $85,177 | $77,864 |
| 91324P102 UNITEDHEALTH GROUP I | ||
| 98978V103 ZOETIS INC | ||
| 21036P108 CONSTELLATION BRANDS | $10,430 | $11,050 |
| 101137107 BOSTON SCIENTIFIC CO | $18,379 | $29,029 |
| 11135F101 BROADCOM INC | $20,724 | $42,890 |
| 74460W669 PUBLIC STORAGE SERIE | $97,051 | $80,179 |
| 931142103 WALMART INC | $13,026 | $27,557 |
| 053015103 AUTOMATIC DATA PROC | $3,267 | $14,637 |
| 92826C839 VISA INC CL A SHRS | $10,037 | $25,599 |
| 65339F101 NEXTERA ENERGY INC S | ||
| 808513600 CHARLES SCHWAB CORP | $96,208 | $90,988 |
| 75513E101 RTX CORP CORP | $3,368 | $15,275 |
| 922908744 VANGUARD VALUE ETF | ||
| 922042858 VANGUARD FTSE EMERGI | $61,902 | $65,399 |
| 20825C104 CONOCOPHILLIPS | $9,408 | $9,421 |
| 91913Y100 VALERO ENERGY CORP N | $8,470 | $8,581 |
| 92939U106 WEC ENERGY GROUP INC | ||
| 92206C870 VANGUARD SCOTTSDALE | $499,511 | $494,865 |
| 532457108 ELI LILLY & CO | $6,576 | $23,160 |
| 007903107 ADVNCD MICRO D INC | $15,577 | $18,119 |
| 67066G104 NVIDIA | $9,107 | $322,296 |
| 02079K107 ALPHABET INC SHS | ||
| 21037T109 CONSTELLATION ENERGY | $13,690 | $15,660 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST MARKET TO TAX | Desc |
| Amt | $472,119 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE FILING FEE | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $50 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INCOME ADJUSTMENT | $830 |
| SALES ADJUSTMENT | $110,762 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX ESTIMATES | $6,715 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $205 | $205 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $171 | $171 | $0 |
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