CHESAPEAKE CHARITABLE FOUNDATION 120613: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE CHARITABLE FOUNDATION 120613 (EIN 32-6321709)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-05
- IRS object ID
- 202500959349100305
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-05T12:52:42-00:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461575329 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANTHONY CUCCINIELLO CPA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 552 | AddressLine1Txt |
| City | FLORHAM PARK | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07932 | 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 | 326321709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHESAPEAKE CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHES | BusinessNameControlTxt |
| Phone | 9178435468 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 SOUTH BAYSHORE DRIVE STE 12 A | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRACE V LEAHY | PersonNm |
| Person Title | TRUSTEE EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9178435468 | PhoneNum |
| Signature | 2025-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony Cucciniello CPA | PreparerPersonNm |
| PTIN | P01216780 | PTIN |
| Phone | 9732147909 | PhoneNum |
| Preparation | 2025-04-05 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $30,313,302 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $52,432 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $52,432 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $154,313 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $154,313 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,230,458 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,130,488 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,230,458 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $43 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,437,246 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,437,246 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $139,400 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $69,700 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $34,850 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $53,160 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $26,580 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $13,290 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,426 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,713 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $857 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $24,836 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $24,836 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,023 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,023 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,652 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,825 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $914 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $225,497 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,677 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $49,911 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,121,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,121,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,346,497 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,677 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,170,911 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,090,749 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,311,569 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,221,064 | CashBOYAmt |
| Cash EOY | $809,380 | CashEOYAmt |
| Cash EOYFMV | $809,380 | CashEOYFMVAmt |
| Corporate Stock BOY | $16,117,266 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,503,922 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,503,922 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $17,338,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,313,302 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,313,302 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,338,330 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $30,313,302 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,338,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,313,302 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,338,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,313,302 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,338,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,090,749 | ExcessRevenueOverExpensesAmt |
| Other Increases | $11,884,223 | OtherIncreasesAmt |
| Subtotal | $30,313,302 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,313,302 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | NVIDIA CORPORATION | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2021-12-29 | AcquiredDt |
| Sold | 2024-10-21 | SoldDt |
| Gross Sales Price | $2,130,488 | GrossSalesPriceAmt |
| Cost Or Other Basis | $900,030 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,230,458 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,230,458 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,230,458 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $18,231 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $18,231 | SubtotalAmt |
| Tax Based On Investment Income | $18,231 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,726 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,726 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,726 | OriginalReturnTaxPaidAmt |
| Tax Due | $15,505 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | GRACE V LEAHY | IndividualWithBooksNm |
| Phone | 9178435468 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 SOUTH BAYSHORE DR NO 12A | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN J LEAHY | ||||||
| 2575 SOUTH BAYSHORE DRIVE | MIAMI | FL | 33133 | TRUSTEE | 002.00 | $0 |
| GRACE V LEAHY | ||||||
| 2575 SOUTH BAYSHORE DRIVE | MIAMI | FL | 33133 | TRUSTEE/EXEC DIR | 005.00 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIETTE WHITE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1253 SPRINGFIELD AVENUE 279 | AddressLine1Txt |
| City | NEW PROVIDENCE | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07974 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | VICE PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 040.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $139,400 | CompensationAmt |
| Employee Benefits | $32,850 | EmployeeBenefitsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $18,546,755 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $958,075 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,504,830 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $19,504,830 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $292,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,212,258 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $960,613 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $960,613 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $18,231 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $18,231 | TotalTaxAmt |
| Distributable Before Adj | $942,382 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $942,382 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $942,382 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,170,911 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,170,911 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $942,382 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $97,602 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $127,075 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $295,591 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $520,268 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,170,911 | QualifyingDistributionsAmt |
| Applied To Current Year | $942,382 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $228,529 | RemainingDistriFromCorpusAmt |
| Total Corpus | $748,797 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $97,602 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $651,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $127,075 | ExcessFromYear4Amt |
| Excess From Year2 | $295,591 | ExcessFromYear2Amt |
| Excess From Current Year | $228,529 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRACE V LEAHY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 SOUTH BAYSHORE DRIVE 12A | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9178435468 | RecipientPhoneNum |
| Form And Info And Materials | NONE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARCHDIOCESE OF MIAMI | ||||||
| 9401 BISCAYNE BLVD | MIAMI | FL | 33138 | PC | EDUCATION FOR CLERGY RELIGIOUS SOCIAL MINISTRIES FOR UNDERSERVED PARISH COMMUNITIES | $50,000 |
| THE BASILICA OF ST PATRICK'S OLD CATHEDRAL | ||||||
| 263 MULBERRY STREET | NEW YORK | NY | 10012 | PC | MISSION TRADITION RESTORATION CAMPAIGN RESTORE PULPIT | $10,000 |
| CATHOLIC CHARITIES ARCHDIOCESE NY | ||||||
| 1011 1ST AVENUE FLOOR 11 | NEW YORK | NY | 10022 | PC | IMMIGRANT/REFUGEE PROGRAMS | $30,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | MYANMAR AND HOLY LAND EMERGENCY RESPONSES, REBUILDING HOMES IN PAKISTAN, RELIEF FOR GIRLS IN AFGHANISTAN | $250,000 |
| CENTRAL TEXAS FOOD BANK | ||||||
| 6500 METROPOLIS DR | AUSTIN | TX | 78744 | PC | SUPPORT PROGRAMS TO ELIMINATE HUNGER IN CENTRAL TEXAS | $5,000 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVENUE SUITE 3 | NEW YORK | NY | 10017 | PC | ENDING HUNGER | $50,000 |
| COCONUT GROVE CRISIS FOOD PANTRY | ||||||
| 3481 HIBISCUS STREET | MIAMI | FL | 33133 | PC | SUPPORTING NEIGHBORS IN NEED IN COCONUT GROVE | $6,000 |
| DOMINICAN NUNS | ||||||
| 543 SPRINGFIELD AVENUE | SUMMIT | NJ | 07901 | PC | DOMINICAN NUNS OF SUMMIT NJ GENERAL EXPENSES | $20,000 |
| EQUINE PARTNERSHIP PROGRAM | ||||||
| PO BOX 214 | PARKER | CO | 80134 | PC | MENTAL HEALTH SERVICES INCORPORATING HORSES AND INDIVIDUALS | $25,000 |
| FEEDING SAN DIEGO | ||||||
| 9477 WAPLES ST | SAN DIEGO | CA | 92121 | PC | HEALTHY FOOD FOR FOOD INSECURE | $10,000 |
| FONTBONNE HALL ACADEMY | ||||||
| 9901 SHORE ROAD | BROOKLYN | NY | 11209 | PC | VIRGINIA L. SWIFT SCHOLARSHIP | $15,000 |
| FOOD BANK OF ALASKA | ||||||
| 2192 VIKING DR | ANCHORAGE | AK | 99501 | PC | SUPPORT PROGRAMS TO ELIMINATE HUNGER IN ALASKA | $5,000 |
| FOOD BANK OF CENTRAL AND EASTERN NC | ||||||
| 1924 CAPITAL BLVD | RALEIGH | NY | 11209 | PC | HURRICANE HELENE | $10,000 |
| FRIENDS OF CARITAS CUBANA | ||||||
| 81 WASHINGTON AVENUE | CAMBRIDGE | MA | 02140 | PC | SUPPORT PROGRAMS FOR DISABLED CHILDREN ADULTS IN CUBA | $70,000 |
| GABLE STAGE THEATRE COMPANY | ||||||
| 1200 ANASTASIA AVE 230 | CORAL GABLES | FL | 33134 | PC | SUPPORTS MIAMI-DADE SCHOOLS EXPERIENCING SHAKESPEARE IN THE SCHOOLS | $15,000 |
| JED FOUNDATION | ||||||
| PO BOX 412945 | BOSTON | MA | 02241 | PC | SUICIDE PREVENTION | $25,000 |
| JESUIT REFUGEE SERVICEUSA | ||||||
| 1627 K ST NW 1100 | WASHINGTON | DC | 20006 | PC | GREECE PROJECTS FOR AT RISK MIGRANTS | $50,000 |
| MANHATTAN UNIVERSITY | ||||||
| 4513 MANHATTAN COLLEGE PKWY | RIVERDALE | NY | 10471 | PC | BROTHER KENNETH SCHOLARSHIP | $30,000 |
| MAYO CLINIC AZ | ||||||
| 13400 E SHEA BLVD | SCOTTSDALE | AZ | 85259 | PC | SCHOLARSHIPS FOR MEDICAL STUDENTS | $50,000 |
| MELANOMA RESEARCH ALLIANCE | ||||||
| 730 15TH STREET NW | WASHINGTON | DC | 20005 | PC | RESEARCH, CURE AND PREVENTION OF MELANOMA | $25,000 |
| MID FLORIDA HOMELESS COALITION | ||||||
| 1512 US 41 | INVERNESS | FL | 34450 | PC | PREVENTING HOMELESSNESS IN MID-FLORIDA | $20,000 |
| OUR LADY OF PEACE RC CHURCH | ||||||
| 111 SOUTH STREET | NEW PROVIDENCE | NJ | 07974 | PC | REPAIRS/MAINTENANCE CHURCH AND SCHOOL | $25,000 |
| RESCUE MISSION ALLIANCE | ||||||
| 155 GIFFORD STREET | SYRACUSE | NY | 13202 | PC | PROVIDING MEALS SHELTER AND HOUSING IN UPSTATE AND CENTRAL NEW YORK | $20,000 |
| SISTERS OF ST AUGUSTINE | ||||||
| 241 SAINT GEORGE ST | SAINT AUGUSTINE | FL | 32084 | PC | CLASSROOM FURNISHINGS, SCHOLARSHIPS SINGLE MOTHERS, SUPPORT ELDER SISTERS | $30,000 |
| THE BASILICA OF ST PATRICK'S OLD CATHEDRAL | ||||||
| 1011 FIRST AVE 17TH FL | NEW YORK | NY | 10022 | PC | LANDMARK FUND/RESTORATION | $150,000 |
| ST STEPHEN MARTYR CATHOLIC CHURCH | ||||||
| 2436 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | PC | GENERAL FUND | $25,000 |
| TREASURE COAST FOOD BANK | ||||||
| 401 ANGLE RD | FORT PIERCE | FL | 34947 | PC | SUPPORT PROGRAMS TO ELIMINATE HUNGER IN SOUTH CENTRAL FLORIDA | $5,000 |
| UNIVERSITY OF MOUNT SAINT VINCENT | ||||||
| 6301 RIVERDALE AVE | BRONX | NY | 10471 | PC | NURSING SCHOLARSHIP | $20,000 |
| WAYSIDE HOUSE | ||||||
| 378 NE SIXTH AVENUE | DELRAY BEACH | FL | 33483 | PC | SUPPORTING A HEALING ENVIRONMENT FOR WOMEN W/ DRUG AND ALCOHOL DEPENDENCE | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,121,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $52,432 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $154,313 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,230,458 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,437,246 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,437,246 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | JOHN J LEAHY AND GRACE V LEAHY | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 SOUTH BAYSHORE DRIVE APT 12A | AddressLine1Txt |
| City | MIAMI | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33133 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,426 | Amt |
| Net Investment Income | $1,713 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $857 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (143 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 235 shares of ABBOTT LABORATORIES | $21,604 | $21,604 |
| 329 shares of ABBVIE INC | $52,422 | $52,422 |
| 206 shares of ALPHABET | $38,996 | $38,996 |
| 466 shares of AMAZON | $102,236 | $102,236 |
| 334 shares of APPLE | $83,640 | $83,640 |
| 118 shares of AUTODESK | $34,877 | $34,877 |
| 1133 shares of BANK OF AMERICA CORP | $58,585 | $58,585 |
| 509 shares of BRISTOL MEYERS | $28,789 | $28,789 |
| 369 shares of CHEVRON | $50,839 | $50,839 |
| 122 shares of CHUBB LIMITED | $27,077 | $27,077 |
| 660 shares of CISCO SYSTEMS | $39,072 | $39,072 |
| 319 shares of EMERSON ELECTRIC CO | $39,534 | $39,534 |
| 224 shares of EOG RESOURCE INC | $28,684 | $28,684 |
| 174 shares of GENERAL MILLS | $11,096 | $11,096 |
| 134 shares of HONEYWELL | $30,269 | $30,269 |
| 272 shares of INTEL | $5,454 | $5,454 |
| 34 shares of INTUITIVE SURGICAL INC | $17,747 | $17,747 |
| 170 shares of JOHNSONJOHNSON | $24,585 | $24,585 |
| 298 shares of JP MORGAN CHASE | $71,434 | $71,434 |
| 942 shares of KINDER MORGAN INC | $25,811 | $25,811 |
| 217 shares of MERCK CO | $21,587 | $21,587 |
| 291 shares of MICROSOFT | $122,657 | $122,657 |
| 288 shares of NUCOR CORP | $33,612 | $33,612 |
| 131 shares of PAYPAL HOLDINGS | $11,181 | $11,181 |
| 152 shares of PEPSI CO | $17,183 | $17,183 |
| 512 shares of PFIZER INC | $13,583 | $13,583 |
| 320 shares of SHOPIFY | $34,026 | $34,026 |
| 158 shares of STARBUCKS | $14,418 | $14,418 |
| 2486 shares of ARK EFT | $141,130 | $141,130 |
| 2571 shares of COMMUNICAT SVS | $248,899 | $248,899 |
| 863 shares of GOLDMAN SACHS ETF | $84,772 | $84,772 |
| 58 shares of INVESCO QQQ | $29,651 | $29,651 |
| ACCRUED DIVIDENDS | $1,267 | $1,267 |
| GOLDMAN SACHS PUBLIC EQUITY | $22,276,783 | $22,276,783 |
| 89 shares of ALIBABA GROUP HOLDINGS LTD SPON ADS EACH | $7,546 | $7,546 |
| 95 shares of IAC INC COM | $4,098 | $4,098 |
| 414 shares of JD.COM INC SPON ADS EACH REPR | $14,353 | $14,353 |
| 219 shares of META PLATFORMS INC CLASS A | $128,227 | $128,227 |
| 920 shares of NVIDIA CORPORATION COM | $123,547 | $123,547 |
| 40 shares of OWENS CORNING COM USD | $6,813 | $6,813 |
| 43 shares of AGCO CORP | $4,020 | $4,020 |
| 354 shares of AIA GROUP ADR | $10,202 | $10,202 |
| AGCO CORP | $4,020 | $4,020 |
| 417 shares of ALPHABET INC | $79,413 | $79,413 |
| 66 shares of APPLIED MATLS INC | $10,734 | $10,734 |
| 36 shares of BERKSHIRE HATAWAY | $16,318 | $16,318 |
| 148 shares of BLOCK | $12,579 | $12,579 |
| 177 shares of BOEING | $53,985 | $53,985 |
| 214 shares of CAPITAL ONE FINL CORP | $38,160 | $38,160 |
| 368 shares of CHARLES SCHWAB | $27,236 | $27,236 |
| 90 shares of CLEAR SECURE INC | $2,398 | $2,398 |
| 124 shares of DARLING INGREDIENTS | $4,178 | $4,178 |
| 272 shares of COUPANG | $5,979 | $5,979 |
| 114 shares of DBS GROUP | $14,597 | $14,597 |
| 61 shares of DEERE CO | $25,846 | $25,846 |
| 3710 shares of DELIVERY | $10,017 | $10,017 |
| 1570 shares of DEN DANSKE | $22,216 | $22,216 |
| 281 shares of DISNEY WALT | $31,289 | $31,289 |
| 108 shares of EXPEDTORS INTL WASH | $11,963 | $11,963 |
| 47 shares of EXXON MOBIL | $5,056 | $5,056 |
| 28 shares of FACTSET RESH | $13,448 | $13,448 |
| 13 shares of GRAIL | $232 | $232 |
| 67 shares of HERSHEY | $11,346 | $11,346 |
| 60 shares of HUMANA | $15,223 | $15,223 |
| 82 shares of ILLUMINA | $10,958 | $10,958 |
| 1903 shares of JULIUS BAER | $24,505 | $24,505 |
| 966 shares of KE HLDGS INC | $17,794 | $17,794 |
| 78 shares of LIBERTY MEDIA | $6,555 | $6,555 |
| 91 shares of LOCKHEED | $44,221 | $44,221 |
| 132 shares of LOWES COS INC | $32,578 | $32,578 |
| 136 shares of MT BK CORP | $25,569 | $25,569 |
| 5 shares of MARKEL GROUP | $8,631 | $8,631 |
| 97 shares of MCDONALDS CORP | $28,119 | $28,119 |
| 1133 shares of MEITUAN | $43,972 | $43,972 |
| 433 shares of MGM RESORTS | $15,003 | $15,003 |
| 398 shares of MONDELEZ | $23,773 | $23,773 |
| 465 shares of MONSTER BEVERAGE | $24,440 | $24,440 |
| 798 shares of NASPERS | $34,992 | $34,992 |
| 78 shares of NETFLIX | $69,523 | $69,523 |
| 158 shares of NIKE | $11,956 | $11,956 |
| 70 shares of NOAH | $820 | $820 |
| 174 shares of NORFOLK | $40,838 | $40,838 |
| 109 shares of NOVARTIS | $10,607 | $10,607 |
| 172 shares of NOVO NORDISK | $14,795 | $14,795 |
| 337 shares of ORACLE | $56,158 | $56,158 |
| 3229 shares of PING | $37,586 | $37,586 |
| 170 shares of PNC FINL SERVICES | $32,785 | $32,785 |
| 1175 shares of PPL CORP | $38,141 | $38,141 |
| 108 shares of PROCTOR AND GAMBLE | $18,106 | $18,106 |
| 3583 shares of PROSUS NV | $28,449 | $28,449 |
| 355 shares of QUALCOMM | $54,535 | $54,535 |
| 45 shares of QUEST DIAGNOSTICS | $6,789 | $6,789 |
| 22 shares of REGENERON PHARMACEUTICAL | $15,671 | $15,671 |
| 259 shares of ROCHE | $9,034 | $9,034 |
| 109 shares of SALESFORCE | $36,442 | $36,442 |
| 97 shares of SEA LTD | $10,292 | $10,292 |
| 169 shares of SEI INVTS | $13,939 | $13,939 |
| 265 shares of SOLVENTUM | $34,026 | $34,026 |
| 140 shares of TE CONNECTIVITY | $20,016 | $20,016 |
| 381 shares of TECK RES LIMITED | $15,442 | $15,442 |
| 297 shares of TESLA | $119,940 | $119,940 |
| 28 shares of THE CIGNA GROUP | $7,732 | $7,732 |
| 23 shares of THERMO FISHER SCIENTIFIC | $11,965 | $11,965 |
| 93 shares of TYSON FOODS | $5,342 | $5,342 |
| 13 shares of UNITEDHEALTH GROUP INC | $6,576 | $6,576 |
| 57 shares of VERTEX PHARMACEUTICALS | $22,954 | $22,954 |
| 1545 shares of VIATRIS | $19,235 | $19,235 |
| 198 shares of VISA INC | $62,576 | $62,576 |
| 570 shares of WALMART | $51,500 | $51,500 |
| 152 shares of WASTE MGMT | $30,672 | $30,672 |
| 38 shares of WORKDAY | $9,805 | $9,805 |
| 79 shares of YUM BRANDS | $10,599 | $10,599 |
| 95 shares of YUM CHINA HLDGS | $4,576 | $4,576 |
| 197 shares of ENERGY SELECT SECTOR | $16,875 | $16,875 |
| 418 shares of FRANKLIN FTSE JAPAN ETF | $11,959 | $11,959 |
| 596 shares of HARTFORD DISCIPLINED | $33,670 | $33,670 |
| 72 shares of INVSC SP SMALL INDUS | $9,674 | $9,674 |
| 2967 shares of ISHARES CORE MSCI | $154,937 | $154,937 |
| 3956 shares of ISHARES CORE MSCI EAFE | $278,028 | $278,028 |
| 999 shares of ISHARES NSCI EAFE VALUE | $52,418 | $52,418 |
| 462 shares of ISHARES MSCI EMERGING | $25,618 | $25,618 |
| 216 shares of ISHARES MSCI EUROPE | $5,033 | $5,033 |
| 486 shares of ISHARES US FINANCIAL SER | $37,816 | $37,816 |
| 158 shares of ISHARES US MEDICAL | $9,219 | $9,219 |
| 577 shares of ISHARES US TECHNOLOGY | $92,043 | $92,043 |
| 612 shares of ISHARES S BRKR | $88,189 | $88,189 |
| 143 shares of JP MORGAN NASDAQ | $8,062 | $8,062 |
| 340 shares of JP MORGAN BETABUILDERS | $24,001 | $24,001 |
| 166 shares of JP MORGAN EQUITY PREMIUM | $9,550 | $9,550 |
| 2234 shares of SELECT SECTOR HEALTH | $307,331 | $307,331 |
| 1160 shares of SELECT SECTOR UTI SLECT | $87,800 | $87,800 |
| 3388 shares of SELECT STR FINANCIAL | $163,742 | $163,742 |
| 759 shares of SPDR FUND CONSUMER | $170,282 | $170,282 |
| 1426 shares of SPDR FUND | $112,098 | $112,098 |
| 1723 shares of TECHNOLOGY SELECT SECTOR | $400,632 | $400,632 |
| 699 shares of VANECK MORNINGSTAR | $21,176 | $21,176 |
| 78 shares of VANECK SEMICONDUCTOR | $18,889 | $18,889 |
| 1166 shares of VANGUARD MID CAP ETF | $307,976 | $307,976 |
| 1527 shares of VANGUARD SP 500 | $822,763 | $822,763 |
| 854 shares of VANGUARD SMALL CAP ETF | $205,199 | $205,199 |
| 48 shares of PROLOGIS | $5,074 | $5,074 |
| 224 shares of W P CAREY INC | $12,204 | $12,204 |
| CHARLES SCHWAB BANK | $172,593 | $172,593 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER MISCELLANEOUS EXPENDITURE | $9 | $4 | $2 |
| INSURANCE | $759 | $379 | $190 |
| OFFICE EXPENSE | $765 | $383 | $192 |
| PAYROLL FEE | $2,119 | $1,059 | $530 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM CORPORATE ACTIONS | Desc |
| Revenue And Expenses Per Books | $43 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $43 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (5 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN TRUIST | $470,179 |
| UNREALIZED GAIN GOLDMAN SACHS EQUITY | $10,835,810 |
| UNREALIZED GAIN SCHWAB | $360,346 |
| LONG TERM REALIZED GAIN OR LOSS | $175,873 |
| SHORT TERM REALIZED GAIN OR LOSS | $42,015 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BROKER FEE EXPENSE | CategoryTxt |
| Amt | $24,836 | Amt |
| Net Investment Income | $24,836 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| GRACE V LEAHY | |||
| 2575 SOUTH BAYSHORE DRIVE APT 12A | MIAMI | FL | 33133 |
| JOHN J LEAHY | |||
| 2575 SOUTH BAYSHORE DRIVE APT 12A | MIAMI | FL | 33133 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,023 | Amt |
| Net Investment Income | $1,023 | NetInvestmentIncomeAmt |