DAUGHTERS OF CHARITY FOUNDATION: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- DAUGHTERS OF CHARITY FOUNDATION (EIN 77-0047181)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2011-11-08
- IRS object ID
- 201133129349302198
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-08T14:49:45-00:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZUEHLS LEGASPI AND CO | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 S FIGUEROA ST STE437 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770047181 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAUGHTERS OF CHARITY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | DAUG | NameControl |
| Phone | 2134847333 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 WEST THIRD STREET | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90057 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SISTER JOYCE WELLER DC | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Date Signed | 2011-10-28 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SUSAN LEGASPI | Name |
| Phone | 2139724033 | Phone |
| Date Prepared | 2011-10-28 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
Name Of Principal Officer Business NameOfPrincipalOfficerBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTER JOYCE WELLER | BusinessNameLine1 |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 W 3RD ST | AddressLine1 |
| City | LA | City |
| State | CA | State |
| ZIP Code | 90057 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 38117073 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | http://www.doc.org | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Daughter's of Charity Foundation (the "Foundation") funds various health, welfare, educational and religious activities of the ministries of the Daughters of Charity, Province of the West and internationally. Daughters of Charity Foundation the Foundation funds various health, welfare, educational and religious activities of the ministries of the Daughters of Charity, Province of the West and internationally. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 19 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 17 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 135187 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 164453 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 4074218 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4072732 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 40435765 | InvestmentIncomePriorYear |
| Investment Income Current Year | 33833042 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 32878 | OtherRevenuePriorYear |
| Other Revenue Current Year | 42270 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 44678048 | TotalRevenuePriorYear |
| Total Revenue Current Year | 38112497 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 24130483 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 25890034 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 4941016 | OtherExpensePriorYear |
| Other Expenses Current Year | 432256 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 29071499 | TotalExpensesPriorYear |
| Total Expenses Current Year | 26322290 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 15606549 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 11790207 | RevenuesLessExpensesCY |
| Total Assets BOY | 493662187 | TotalAssetsBOY |
| Total Assets EOY | 556784349 | TotalAssetsEOY |
| Total Liabilities BOY | 46230233 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 43076952 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 447431954 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 513707397 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | The Foundations purpose is to engage in the solicitation, receipt and administration of contributions and their disbursements to and for the benefit of the Daughters of Charity of St. Vincent de Paul, Province of the West. The activities listed below delineate the major functions. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 20589113 | Expense |
| Description | The Foundation funds the various health, welfare, educational and religious activities of the ministries of the Daughters of Charity, Province of the West and internationally. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 3913450 | Expense |
| Description | The Pozzo Tuition Program provides full tuition and incidental expenses for selected students from the 8 Daughters of Charity grammar schools. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1387471 | Expense |
| Description | Educational Enrichment and High School Tuition Assistance Program HSTAP provide schools in the western province with funds that enhance libraries, arts and sports programs, annual field trips as well as high school tuition for graduates of Daughters of Charity schools. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 302507 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 26192541 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | false | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | ReportInvestOthSecurities |
| Report Prog Rel Invest | true | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | false | ScheduleJRequired |
| Tax Exempt Bonds | false | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 0 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | false | UnrelatedBusinessIncome |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 19 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 17 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | true | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | true | LocalChapters |
| Policies Reference Chapters | true | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | false | CompensationProcessCEO |
| Compensation Process Other | false | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | SISTER JOYCE WELLER DC | NamePerson |
| Telephone Number | 2134847333 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2131 WEST THIRD STREET | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900571901 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| SISTER JOYCE WELLER DC | ||||||
| EXEC DIRECTOR | 025.00 | X | X | 0 | 0 | 0 |
| JANET W ABBOTT | ||||||
| VICE CHAIR | 001.00 | X | 0 | 0 | 0 | |
| MARCIA CADEN | ||||||
| SEC/TREASURER | 001.00 | X | 0 | 0 | 0 | |
| SYLVIA BALBONA | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| BARBARA BARRETT | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| LYNN BORDEN BRUNELLE | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| ELENA CARUSO | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| BETTYE FERGUSON | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| MARY I GALLO | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| MARY ELIZABETH GALLO | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| MARGARET CHAMBERS MCMONIGLE | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| LUCY MCHALE | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| NANCY MYERS | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| SISTER SYLVIA PARKS DC | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| DIANE RYAN | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| LESLIE WILSON | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| SISTER MARJORIE ANN BAEZ DC | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| SISTER MICHELE RANDALL DC | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| SISTER CHRIS MAGGI DC | ||||||
| DIRECTOR | 001.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | false | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| All Other Contributions | 164453 | AllOtherContributions |
| Total Contributions | 164453 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DOC HEALTH SYSTEM SUPPORT REVENUE | Description |
| Total Revenue Column | 4072732 | TotalRevenueColumn |
| Related Or Exempt Function Income | 4072732 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4072732 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 33828695 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33828695 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8923 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4576 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4347 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4347 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Miscellaneous income | Description |
| Total Revenue Column | 42270 | TotalRevenueColumn |
| Related Or Exempt Function Income | 42270 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 42270 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 38112497 | TotalRevenueColumn |
| Related Or Exempt Function Income | 37943697 | RelatedOrExemptFunctionIncome |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25890034 | Total |
| Program Services | 25890034 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14575 | Total |
| Program Services | 10203 | ProgramServices |
| Management And General | 4372 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 27510 | Total |
| Program Services | 19257 | ProgramServices |
| Management And General | 8253 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees For Services Prof Fundraising | FeesForServicesProfFundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3089 | Total |
| Program Services | 2162 | ProgramServices |
| Management And General | 927 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3049 | Total |
| Program Services | 2134 | ProgramServices |
| Management And General | 915 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41242 | Total |
| Program Services | 28869 | ProgramServices |
| Management And General | 12373 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 29006 | Total |
| Program Services | 20304 | ProgramServices |
| Management And General | 8702 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6826 | Total |
| Program Services | 4778 | ProgramServices |
| Management And General | 2048 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Offerings support | 143519 | 100463 | 43056 |
| Purchased services | 531877 | 372313 | 159564 |
| Auto, furniture, equipment | 61218 | 42853 | 18365 |
| Interest swap expense | -502599 | -351891 | -150780 |
| Telephone, supplies, postage, printing | 70914 | 49640 | 21274 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2030 | Total |
| Program Services | 1422 | ProgramServices |
| Management And General | 608 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 26322290 | Total |
| Program Services | 26192541 | ProgramServices |
| Management And General | 129677 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19805 | BOY |
| EOY | 69054 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15199639 | BOY |
| EOY | 17238353 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67227769 | BOY |
| EOY | 89316478 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 138514 | BOY |
| EOY | 144476 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 145030 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 52426 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 121610 | BOY |
| EOY | 92604 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56890458 | BOY |
| EOY | 72930000 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 354064392 | BOY |
| EOY | 376993384 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493662187 | BOY |
| EOY | 556784349 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 38346 | BOY |
| EOY | 45222 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19610701 | BOY |
| EOY | 15747048 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26581186 | BOY |
| EOY | 27284682 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46230233 | BOY |
| EOY | 43076952 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 446072185 | BOY |
| EOY | 512347628 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1359769 | BOY |
| EOY | 1359769 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 447431954 | BOY |
| EOY | 513707397 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 493662187 | BOY |
| EOY | 556784349 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 11790207 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 54485236 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAUGHTERS OF | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237065812 | EIN |
| Type Of Organization | RELIGIOUS | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $26,322,290 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 26322290 | SumOfAmounts |
| Public Support Pertcentage170 | 0.00000 | PublicSupportPertcentage170 |
| Public Support Percentage509 | 0.00000 | PublicSupportPercentage509 |
| Investment Income Percentage | 0.00000 | InvestmentIncomePercentage |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Included On FS | false | IncludedOnFS |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 58228 | OtherCostOrOtherBasis |
| Depreciation | 17156 | Depreciation |
| Book Value | 41072 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 86802 | OtherCostOrOtherBasis |
| Depreciation | 35270 | Depreciation |
| Book Value | 51532 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 92604 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UPS SECURITIES | Description |
| Book Value | 72930000 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 72930000 | TotalOfBookValueSecurities |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FUND-P | Description |
| Book Value | 376993384 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Program Related | 376993384 | TotalOfBookValueProgramRelated |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| POZZO TUITION PAYABLE | $15,091,191 |
| HIGH SCHOOL TUITION PAYABLE | $1,470,793 |
| DE MARILLAC ACADEMY GRADUATES PROG. | $1,318,061 |
| DCHS INTEREST RATE SWAP PAYABLE | $9,404,637 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 27284682 | TotalOfAmounts |
| Total Revenue | 38112497 | TotalRevenue |
| Total Expenses | 26322290 | TotalExpenses |
| Excess Or Deficit For Year | 11790207 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 54485236 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 54485236 | TotalAdjustments |
| Excess Or Deficit Per FS | 66275443 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 92597733 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 54485236 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 54485236 | RevenueNotRptdF990 |
| Revenue Subtotal | 38112497 | RevenueSubtotal |
| Total Revenue Per Form990 | 38112497 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 26322290 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 26322290 | ExpensesSubtotal |
| Total Expenses Per Form990 | 26322290 | TotalExpensesPerForm990 |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable (31 entries)
| IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | EIN Of RecipientEINOfRecipient |
|---|---|---|---|
| DOC Ministry Services Corp | |||
| 501C3 | 1026696 | Operational subsidy | |
| De Marillac Academy | |||
| 501C3 | 672500 | Operational subsidy | |
| Our Lady of the Visitation School | |||
| 501C3 | 873123 | Operational subsidy | |
| Sacred Heart Cathedral Preparatory | |||
| 501C3 | 258000 | Operational subsidy | |
| St Elizabeth Seton School | |||
| 501C3 | 1176073 | Operational subsidy | |
| St Patrick School | |||
| 501C3 | 937094 | Operational subsidy | |
| Mother of Sorrows | |||
| 501C3 | 721520 | Operational subsidy | |
| Our Lady of the Miraculous Medal | |||
| 501C3 | 670269 | Operational subsidy | |
| Our Lady of Talpa School | |||
| 501C3 | 473000 | Operational subsidy | |
| St Vincent School | |||
| 501C3 | 323000 | Operational subsidy | |
| St Vincent de Paul School | |||
| 501C3 | 1427200 | Operational subsidy | |
| O'Connor Hospital | |||
| 501C3 | 271000 | Operating support | |
| St Francis Medical Cntr Foundation | |||
| 501C3 | 98750 | Operational subsidy | 953190773 |
| DOC- Seton Provincialate | |||
| 501C3 | 570588 | Operational subsidy | 237065812 |
| St Jude Food Bank | |||
| 501C3 | 40800 | Operational subsidy | 861047161 |
| Center of Hope - Bountiful Utah | |||
| 501C3 | 12400 | Operational subsidy | 954709944 |
| Give Me a Chance - Bountiful Utah | |||
| 501C3 | 67000 | Operational subsidy | 912170001 |
| Rosalie Rendu Center | |||
| 501C3 | 68177 | Operational subsidy | 954709944 |
| Vincentian Service Corps West | |||
| 501C3 | 169957 | Operational subsidy | 383657330 |
| St Vincent's - Santa Barbara | |||
| 501C3 | 1080000 | Operational subsdiy | 951643367 |
| St Vincent Meals on Wheels | |||
| 501C3 | 1042296 | Operational subsidy | 953696693 |
| Mt St Joseph- St Elizabeth | |||
| 501C3 | 1260000 | Operational subsidy | 942384035 |
| Villa Siena | |||
| 501C3 | 1006540 | Operational subsidy | 770083269 |
| Catholic Charities- Good Shprd Cntr | |||
| 501C3 | 50000 | Assist Catholic Chrties | 850225263 |
| Marian Outreach Center | |||
| 501C3 | 12000 | Provide charity | 951661010 |
| Office of Restorative Justice | |||
| 501C3 | 50000 | Provide assistance | 951642382 |
| Daughters of Charity Fndtn (DOCF) | |||
| 501C3 | 157200 | Christmas Cath Sch | |
| Seton Provincialate | |||
| 501C3 | 30000 | Provide Intl DOC fund | 237065812 |
| Daughters of Charity-Health System | |||
| 501C3 | 6194600 | Unrestricted Grant | 912145484 |
| Pozzo Tuition- DOCF | |||
| 501C3 | 2817324 | Operational subsidy | |
| EE & HSTAP - DOCF | |||
| 501C3 | 2483597 | Enhance schl porg | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 31 | TotalNbrOf501C3AndGovtGrants |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990 Part III | 4D | Other grants and support to various related ministries. |
| Form 990 Part VI | 12c | Each year, the board is presented with a questionnaire to ensure compliance and documentation with the conflict of interest policy. |
| Form 990 Part VI | 15a | All members of the Board, the organizations Executive Director or top management do not receive any compensation. |
| Form 990 Part VI | 15b | This does not apply. The Foundation does not have any employees but leases its staff from a related organization - St. Vincent de Paul Medical Center. |
| Form 990 Part VI | 7a | The sole member, the Daughters of Charity Province of the West, holds the power to elect one or more members of the governing body. |
| Form 990 Part VI | 19 | Documents are made available to the public upon request. |
| 5 | This figure relates to unrealized gains from Fund P and other investments. |
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