DELIVERY FROM HEAVEN FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- DELIVERY FROM HEAVEN FOUNDATION (EIN 06-1484358)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-05-11
- IRS object ID
- 201201329349101225
- Schema version
- 2011v1.2
- 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
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-05-11T12:05:45-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050519852 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER ADVISORY GROUP CPA'S | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 METRO CENTER BLVD | AddressLine1 |
| City | WARWICK | City |
| State | RI | State |
| ZIP Code | 02886 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061484358 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DELIVERY FROM HEAVEN FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DELI | NameControl |
| Phone | 4014232103 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MAIN ROAD | AddressLine1 |
| City | JAMESTOWN | City |
| State | RI | State |
| ZIP Code | 02835 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHAEL CASEY | Name |
| Title | DIRECTOR | Title |
| Phone | 4014232103 | Phone |
| Date Signed | 2012-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LOUIS P FILIPPELLI CPA | Name |
| PTIN | P00480718 | PTIN |
| Phone | 4017322501 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 721742 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 3452 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 3452 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 10346 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 10346 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2133 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 91449 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2133 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 15931 | TotalRevenueAndExpenses |
| Total Net Investment Income | 15931 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 0 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 990 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 990 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 205 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 205 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 1195 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1195 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 29629 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 29629 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30824 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1195 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 29629 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -14893 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 14736 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 3 | CashBOY |
| Cash EOY | 4 | CashEOY |
| Cash EOYFMV | 4 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 24153 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 85857 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 85857 | SavingsAndTempCashInvstEOYFMV |
| Prepaid Expenses BOY | 3045 | PrepaidExpensesBOY |
| Prepaid Expenses EOY | 3045 | PrepaidExpensesEOY |
| Prepaid Expenses EOYFMV | 3045 | PrepaidExpensesEOYFMV |
| Investments Corp Stock BOY | 781160 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 704464 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 632836 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 808361 | TotalAssetsBOY |
| Total Assets EOY | 793370 | TotalAssetsEOY |
| Total Assets EOYFMV | 721742 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 808361 | RetainedEarningsBOY |
| Retained Earnings EOY | 793370 | RetainedEarningsEOY |
| Total Net Assets BOY | 808361 | TotalNetAssetsBOY |
| Total Net Assets EOY | 793370 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 808361 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 793370 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 808361 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -14893 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 793468 | Subtotal |
| Other Decreases | 98 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 793370 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (10 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 80 SHS DOW JONES SELECT | D | 2003-12-31 | 2011-05-18 | 4319 | 4434 | -115 | -115 |
| 45 SHS TIPS | D | 2003-01-31 | 2011-08-08 | 5172 | 4689 | 483 | 483 |
| 50 SHS FREDDIE MAC | D | 2006-04-26 | 2011-05-02 | 23 | 3040 | -3017 | -3017 |
| 385.54 SHS DFA US MICROCAP PORT | P | 2008-11-13 | 2011-05-02 | 5723 | 3225 | 2498 | 2498 |
| 200 SHS S&P 500 SPIDERS | P | 2007-12-31 | 2011-05-18 | 26811 | 29405 | -2594 | -2594 |
| 100 I SHS TIPS | P | 2007-06-08 | 2011-08-08 | 11494 | 9817 | 1677 | 1677 |
| 150 SHS VANGUARD EXTENDED MKT | P | 2007-07-26 | 2011-05-10 | 18009 | 16039 | 1970 | 1970 |
| 100 I SHARES TR DJ REAL ESTATE | P | 2008-03-14 | 2011-05-02 | 6214 | 6224 | -10 | -10 |
| 100 SHS S&P 500 SPIDERS | P | 2008-07-16 | 2011-05-10 | 13534 | 12443 | 1091 | 1091 |
| CAPITAL GAINS DIVIDENDS | P | 150 | 150 | 150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2133 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 37552 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 26955 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.393137 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 23055 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 581229 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.039666 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 13546 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 34771 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.389578 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 17004 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 19257 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.883004 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 115999 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 288391 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.402228 | DistributionRatioYear5 |
| Total Distribution Ratio | 3.107613 | TotalDistributionRatio |
| Average Distribution Ratio | 0.621523 | AverageDistributionRatio |
| Net Noncharitable Assets | 27660 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 17191 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 147 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 17338 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 29629 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 147 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 147 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 147 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Tax Due | 147 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 0 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | MICHAEL T CASEY | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 4014232103 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MAIN ROAD | AddressLine1 |
| City | JAMESTOWN | City |
| State | RI | State |
| ZIP Code | 02835 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | MICHAEL T CASEY | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 756 NORTH MAIN STREET | AddressLine1 |
| City | JAMESTOWN | City |
| State | RI | State |
| ZIP Code | 02835 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | Title |
| Avg Hours Per Wk Devoted To Position | 0.00 | AvgHoursPerWkDevotedToPosition |
| Compensation | 0 | Compensation |
| Contri To Empl Benefit Plans Etc | 0 | ContriToEmplBenefitPlansEtc |
| Expense Account Other Allowances | 0 | ExpenseAccountOtherAllowances |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESTMINSTER ADVISORY GROUP INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 METRO CENTER BLVD 8 | AddressLine1 |
| City | WARWICK | City |
| State | RI | State |
| ZIP Code | 02886 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | ACCOUNTING & TAX | TypeOfService |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 27064 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1017 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 28081 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 28081 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 421 | CashDeemedCharitable |
| Net Noncharitable Assets | 27660 | NetNoncharitableAssets |
| Minimum Investment Return | 1383 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1383 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 147 | TaxBasedOnInvestmentIncome |
| Total Tax | 147 | TotalTax |
| Distributable Amount Before Adj | 1236 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 1236 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 1236 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 29629 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 29629 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 147 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 29482 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1236 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 102941 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 17025 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 12007 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 36400 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 168373 | TotalExcessDistriCarryover |
| Qualifying Distributions | 29629 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 1236 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 28393 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 196766 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 102941 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 93825 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 17025 | ExcessFromYear4 |
| Excess From Year3 | 12007 | ExcessFromYear3 |
| Excess From Year1 | 36400 | ExcessFromYear1 |
| Excess From Current Year | 28393 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (21 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ASSOCIATON OF MARIAN HELPERS | |||||||
| EDEN HILL | STOCKBRIDGE | MA | 01263 | NONE | PUBLIC CHARITY | CONTRIBUTION | $49 |
| BROTHERHOOD OF HOPE | |||||||
| 194 SUMMER STREET | SOMMERVILLE | MA | 02143 | NONE | PUBLIC CHARITY | CONTRIBUTION | $100 |
| CAPUCHIN FRANCISCANS | |||||||
| 220 37TH STREET | PITTSBURG | PA | 15201 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15 |
| CATHOLIC CHARITY | |||||||
| ONE CATHEDRAL SQUARE | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CONTRIBUTION | $500 |
| CATHOLICS FOR LIFE | |||||||
| 1 CATHERDRAL SQUARE | PROVIDENCE | RI | 02903 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25 |
| CONVENTUAL FRANCISCAN FRIARS OF MARYTOWN INC (ST ANTHONY LEAGUE) | |||||||
| 1600 WEST PARK AVENUE | LIBERTYVILLE | IL | 60048 | NONE | PUBLIC CHARITY | CONTRIBUTION | $20 |
| FRANSCISCIANS FRIERS OF GRISWOLD | |||||||
| 199 COLONEL BROWN | GRISWOLD | CT | 06360 | NONE | PUBLIC CHARITY | CONTRIBUTION | $7,335 |
| MOTHER OF LIFE CENTER | |||||||
| P O BOX 72652 | PROVIDENCE | RI | 02907 | NONE | PUBLIC CHARITY | CONTRIBUTION | $3,510 |
| NATIONAL SHRINE FOR PADRE PIO | |||||||
| 2213 OLD STATE HIGHWAY 100 | WASHINGTON | PA | 19504 | NONE | PUBLIC CHARITY | CONTRIBUTION | $95 |
| PERPETUAL HELP CENTER OF REDEMPTION | |||||||
| 1545 ROSBURY STREET | BOSTON | MA | 02120 | NONE | PUBLIC CHARITY | CONTRIBUTION | $30 |
| SAINT LAURENCE SEMINARY | |||||||
| 301 CHURCH STREET | MT CALVARY | WI | 53057 | NONE | PUBLIC CHARITY | CONTRIBUTION | $20 |
| SALESIAN MISSIONS | |||||||
| 2 LEFEVRE LANE | NEW ROCHELLE | NY | 10802 | NONE | PUBLIC CHARITY | CONTRIBUTION | $30 |
| SERAPHIC MASS ASSOCIATION | |||||||
| 3600 BUTLER STREET | PITTSBURGH | PA | 15201 | NONE | PUBLIC CHARITY | CONTRIBUTION | $745 |
| SERVANTS OF MARY CENTER OF PEACE | |||||||
| 6601 IRELAND ROAD | WINDSOR | OH | 44099 | NONE | PUBLIC CHARITY | CONTRIBUTION | $40 |
| SOCIETY OF THE LITTLE FLOWER | |||||||
| 1313 FRONTAGE ROAD | DARIEN | IL | 60561 | NONE | PUBLIC CHARITY | CONTRIBUTION | $15 |
| ST MARKS CHURCH | |||||||
| 60 NARRAGANSETT AVE | JAMESTOWN | RI | 02835 | NONE | PUBLIC CHARITY | CONTRIBUTION | $16,900 |
| THE MISSIONARY ASSOCIATION OF MARY IMMACULATE | |||||||
| 9480 N DE MAZENOD DRIVE | BELLEVILLE | IL | 62223 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10 |
| KNIGHTS OF COLUMBUS | |||||||
| 50 CRESENT VIEW AVE | RIVERSIDE | RI | 02915 | NONE | PUBLIC CHARITY | CONTRIBUTION | $25 |
| THE FRIAR SERVANTS OF MARY (SERVITES) | |||||||
| 3121 W JACKSON BLVD | CHICAGO | IL | 60612 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10 |
| OUR LADY OF THE ROSARY LIBRARY | |||||||
| 11721 HIDDEN CREEK ROAD | PROSPECT | KY | 40059 | NONE | PUBLIC CHARITY | CONTRIBUTION | $10 |
| ST CHARLES BOROMEO | |||||||
| 190 NORTH MAIN STREET | WOONSOCKET | RI | 02895 | NONE | PUBLIC CHARITY | CONTRIBUTION | $145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 29629 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $3,452 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $10,346 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $2,133 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $15,931 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 15931 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | Category |
| Amount | $990 | Amount |
| Net Investment Income | 990 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | STOCK | NameOfStock |
| EOY Book Value | 704464 | EOYBookValue |
| EOYFMV | 632836 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL TAXES | Description |
| Amount | $98 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| FOREIGN TAXES PAID | 104 | 104 | 0 | 0 |
| INVESTMENT FEES | 6 | 6 | 0 | 0 |
| SUPPLIES | 95 | 95 | 0 | 0 |
Comments