CHESAPEAKE CHARITABLE FOUNDATION 120613: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE CHARITABLE FOUNDATION 120613 (EIN 32-6321709)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-07
- IRS object ID
- 202401289349104050
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp 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 | 2024-05-07T02:12:02-00:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GRACE | PersonFirstNm |
| Person Last | LEAHY | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Anthony Cucciniello CPA | PreparerPersonNm |
| PTIN | P01216780 | PTIN |
| Phone | 9732147909 | PhoneNum |
| Preparation | 2024-05-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,338,330 | 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 | $25,623 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $25,623 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $137,331 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $137,331 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$38,014 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $801,144 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $48 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $48 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,124,988 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,002 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $130,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $65,400 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $32,500 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,009 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $24,505 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $12,252 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $40,893 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $40,893 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,044 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,044 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $3,051 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,526 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $763 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $230,297 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $136,118 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $46,890 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $662,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $662,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $892,297 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $136,118 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $708,890 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $232,691 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,884 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $920,025 | CashBOYAmt |
| Cash EOY | $1,221,064 | CashEOYAmt |
| Cash EOYFMV | $1,221,064 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,816,899 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,117,266 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,117,266 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,736,924 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,338,330 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,338,330 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,736,924 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $17,338,330 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,736,924 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,338,330 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,736,924 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,338,330 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,736,924 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $232,691 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,368,715 | OtherIncreasesAmt |
| Subtotal | $17,338,330 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $17,338,330 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| TRUIST INVESTMENT SERVICES | P | 2023-01-01 | 2023-12-31 | $210,591 | $220,827 | -$10,236 | -$10,236 |
| TRUIST INVESTMENT SERVICES | P | 2022-01-01 | 2023-12-31 | $590,553 | $621,472 | -$27,778 | -$27,778 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$38,014 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$10,236 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $374 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $374 | SubtotalAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,100 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,100 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,100 | OriginalReturnTaxPaidAmt |
| Overpayment | $2,726 | OverpaymentAmt |
| Applied To ES Tax | $2,726 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | $130,800 | CompensationAmt |
| Employee Benefits | $30,700 | 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 | $13,408,979 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,202,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,611,395 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $14,611,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $219,171 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,392,224 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $719,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $719,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $374 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $374 | TotalTaxAmt |
| Distributable Before Adj | $719,237 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $719,237 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $719,237 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $708,890 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $708,890 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $719,237 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $107,949 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $127,075 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $295,591 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $530,615 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $708,890 | QualifyingDistributionsAmt |
| Applied To Current Year | $708,890 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $10,347 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $10,347 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $520,268 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $520,268 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $97,602 | ExcessFromYear4Amt |
| Excess From Year3 | $127,075 | ExcessFromYear3Amt |
| Excess From Year1 | $295,591 | ExcessFromYear1Amt |
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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ST STEPHEN THE MARTYR CHURCH | ||||||
| 2416 PENNSYLVANIA AVE | WASHINGTON | DC | 20037 | PC | COMMUNITY OUTREACH PROGRAMS | $25,000 |
| UNIVERSITY OF MT ST VINCENT | ||||||
| 6301 RIVERDALE AVE | RIVERDALE | NY | 10471 | PC | NURSING SCHOLARSHIP | $20,000 |
| ARCHDIOCESE OF MIAMI | ||||||
| 9401 BISCAYNE BLVD | MIAMI SHORES | FL | 33138 | PC | FOR EDUCATION OF SEMINARIANS CLERGY. MINISTRIES FOR UNDERSERVED IN MIAMI | $50,000 |
| INTERCHURCH FOOD PANTRY JOHNSON | ||||||
| 211 COMMERCE DRIVE | FRANKLIN | IN | 46131 | PC | SUPPORT HUNGRY FAMILIES IN JOHNSON COUNTY IN | $3,000 |
| ATLANTA COMMUNITY FOOD BANK | ||||||
| 3400 N DESERT DR | ATLANTA | GA | 30344 | PC | SUPPORT HUNGRY FAMILIES IN GA | $3,000 |
| COCONUT GROVE CRISIS FOOD PANTRY | ||||||
| 3475 WILLIAM AVE | COCONUT GROVE | FL | 33133 | PC | SUPPORT HUNGRY FAMILIES IN COCONUT GROVE FL | $3,000 |
| MANNA FOOD BANK INC | ||||||
| 627 SWANNANOA RIVER RD | ASHEVILLE | NC | 28805 | PC | HELP END FOOD INSTABILITY IN WESTERN NC | $3,000 |
| SISTERS OF ST JOSEPH OF ST AUGUSTINE | ||||||
| 241 ST GEORGE ST | ST AUGUSTINE | FL | 32084 | PC | SCHOOLHOUSE RESTORATION/SINGLE MOTHERS ST AUGUSTINE FL | $25,000 |
| CATHOLIC CHARITIES USA | ||||||
| 2580 BALLENGER AVE | ALEXANDRIA | VA | 22314 | PC | CATHOLIC CHARITIES GENERAL FUND | $25,000 |
| MANHATTAN COLLEGE | ||||||
| 4513 MANHATTAN COLLEGE PARKWAY | BRONX | NY | 10471 | PC | BROTHER KENNETH SCHOLARSHIP | $30,000 |
| CATHOLIC CHARITIES HAWAII | ||||||
| 1822 KEEAUMOKU ST | HONOLULU | HI | 96822 | PC | MAUI RELIEF | $25,000 |
| ST ANSELM RC CHURCH | ||||||
| 356 82ND STREET | BROOKLYN | NY | 11209 | PC | GENERAL CHURCH FUND | $100,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | PC | E. AFRICA HUNGER EMERGENCY, UKRAINE CRISIS, HOUSING IN PHILIPPINES | $200,000 |
| CATHOLIC CHARITIES ARCHDIOCESE NY | ||||||
| 1011 1ST AVENUE FLOOR 11 | NEW YORK | NY | 10022 | PC | FOOD AND IMMIGRATION PROGRAMS | $25,000 |
| JESUIT REFUGEE SERVICEUSA | ||||||
| 1627 K STREET NW | WASHINGTON | DC | 20006 | PC | EDUCATION, MENTAL HEALTH, PYSCHOSOCIAL SVCS FOR CHILDREN IN KENYA IRAQ | $100,000 |
| FORDHAM UNIVERSITY | ||||||
| 441 EAST FORDHAM ROAD | BRONX | NY | 10458 | PC | FORDHAM UNIVERSITY GENERAL FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $662,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $25,623 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $137,331 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$38,014 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $124,988 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $124,988 | 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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN J LEAHY AND GRACE V LEAHY | BusinessNameLine1Txt |
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 |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCK | NoncashPropertyDesc |
| Fair Market Value | $0 | FairMarketValueAmt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,500 | Amt |
| Net Investment Income | $2,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,375 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (134 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 235 shares of ABBOTT LABORATORIES | $25,866 | $25,866 |
| 329 shares of ABBVIE INC | $50,985 | $50,985 |
| 55 shares of ADOBE | $32,813 | $32,813 |
| 488 shares of ALPHABET | $68,774 | $68,774 |
| 449 shares of AMAZON | $68,221 | $68,221 |
| 334 shares of APPLE | $64,305 | $64,305 |
| 118 shares of AUTODESK | $28,731 | $28,731 |
| 1651 shares of BANK OF AMERICA CORP | $49,933 | $49,933 |
| 509 shares of BRISTOL MEYERS | $26,117 | $26,117 |
| 38 shares of CATERPILLAR | $11,235 | $11,235 |
| 369 shares of CHEVRON | $55,040 | $55,040 |
| 428 shares of CHEWY INC | $10,114 | $10,114 |
| 122 shares of CHUBB LIMITED | $27,572 | $27,572 |
| 54 shares of CINTAS CORP | $32,544 | $32,544 |
| 660 shares of CISCO SYSTEMS | $33,343 | $33,343 |
| 58 shares of COSTCO | $38,285 | $38,285 |
| 282 shares of EDWARD LIFE SCIENCE CORP | $25,239 | $25,239 |
| 319 shares of EMERSON ELECTRIC CO | $31,048 | $31,048 |
| 224 shares of EOG RESOURCE INC | $27,093 | $27,093 |
| 174 shares of GENERAL MILLS | $11,334 | $11,334 |
| 134 shares of HONEYWELL | $28,101 | $28,101 |
| 67 shares of INTUIT | $41,877 | $41,877 |
| 119 shares of INTUITIVE SURGICAL INC | $40,146 | $40,146 |
| 170 shares of JOHNSONJOHNSON | $26,646 | $26,646 |
| 370 shares of JP MORGAN CHASE | $62,937 | $62,937 |
| 1152 shares of KINDER MORGAN INC | $20,321 | $20,321 |
| 493 shares of LEGGETT PLATT INC | $12,902 | $12,902 |
| 91 shares of LOCKHEED MARTIN CORP | $41,245 | $41,245 |
| 70 shares of LULULEMON ATHLETICA | $35,790 | $35,790 |
| 136 shares of MT BANK | $18,643 | $18,643 |
| 78 shares of MASTER CARD INCORPORATED | $33,268 | $33,268 |
| 394 shares of MATCH GROUP INC | $14,381 | $14,381 |
| 97 shares of MCDONALDS CORP | $28,761 | $28,761 |
| 217 shares of MERCK CO | $23,657 | $23,657 |
| 271 shares of MICROSOFT | $101,907 | $101,907 |
| 174 shares of NORTHFOLK SOUTHERN CORP | $41,130 | $41,130 |
| 288 shares of NUCOR CORP | $50,124 | $50,124 |
| 96 shares of NXP SEMI CONDUCTORS | $22,049 | $22,049 |
| 103 shares of PEPSI CO | $17,494 | $17,494 |
| 512 shares of PFIZER INC | $14,740 | $14,740 |
| 170 shares of PNC FINANCIAL SERVICES | $26,325 | $26,325 |
| 1175 shares of PPL CORP COM | $31,843 | $31,843 |
| 98 shares of PROCTOR AND GAMBLE CO COM | $14,361 | $14,361 |
| 45 shares of PROLOGIS INC | $5,999 | $5,999 |
| 248 shares of QUALCOMM | $35,868 | $35,868 |
| 134 shares of SBA COMMUNICATO CORP | $33,994 | $33,994 |
| 63 shares of SERVICENOW INC | $44,509 | $44,509 |
| 50 shares of THERMO FISHER SCIENTIFIC INC | $26,540 | $26,540 |
| 12 shares of UNITED HEALTH GROUP | $6,318 | $6,318 |
| 85 shares of VEEVA SYSTEMS INC | $16,364 | $16,364 |
| 1545 shares of VIATRIS INC | $16,732 | $16,732 |
| 175 shares of WALMART INC | $27,589 | $27,589 |
| 152 shares of WASTE MANAGEMENT INC | $27,223 | $27,223 |
| 189 shares of WP CAREY INC | $12,249 | $12,249 |
| 130 shares of ZOETIS INC | $25,658 | $25,658 |
| 2486 shares of ARK EFT | $130,192 | $130,192 |
| 759 shares of CONSUMER DISCRETIONARY SELECT | $135,717 | $135,717 |
| 863 shares of GOLDMAN SACHS ETF | $80,958 | $80,958 |
| 2818 shares of HEALTHCARE SELECT | $384,319 | $384,319 |
| 72 shares of INVESCO EXCH | $8,349 | $8,349 |
| 58 shares of INVESCO QQQ | $23,752 | $23,752 |
| 3686 shares of I SHARES INC CORE MSCI EMERGEN | $186,438 | $186,438 |
| 111 shares of I SHARES M SCI EMR MRK CHINA | $6,151 | $6,151 |
| 999 shares of I SHARES TR EAFE | $52,048 | $52,048 |
| 147 shares of I SHARES TR U S MED | $7,934 | $7,934 |
| 3922 shares of I SHARES TRUST CORE MSCI | $275,907 | $275,907 |
| 453 shares of I SHARES TRUST DJ | $55,606 | $55,606 |
| 162 shares of I SHARE TRUST DOW JONES | $29,032 | $29,032 |
| 340 shares of JP MORGAN EXCHANGE | $21,801 | $21,801 |
| 2716 shares of SELECT SECTOR SPDR | $197,345 | $197,345 |
| 179 shares of SELECT SECTOR SPDR TR ENERGY | $15,007 | $15,007 |
| 1831 shares of SELECT SECTOR SPDR TR TECHNOLOGY | $352,431 | $352,431 |
| 1527 shares of VANGUARD INDEX FUND SP | $666,994 | $666,994 |
| 1100 shares of VANGUARD MID CAP INDEX FUND | $266,140 | $266,140 |
| 837 shares of VANGUARD SMALL CAP INDEX FUND | $178,557 | $178,557 |
| 699 shares of VANECK ETF | $21,767 | $21,767 |
| ACCRUED DIVIDENDS | $3,059 | $3,059 |
| GOLDMAN SACHS PUBLIC EQUITY | $10,029,460 | $10,029,460 |
| 66 shares of APPLIED MATERIALS INC COM | $10,697 | $10,697 |
| 127 shares of ATLASSIAN CORPORATION CL A | $30,208 | $30,208 |
| 170 shares of BANK NT BUTTERFIELD COM BMDO | $5,442 | $5,442 |
| 42 shares of BERKSHIRE HATHAWAY INC COM | $14,980 | $14,980 |
| 208 shares of CAPITAL ONE FINANCIAL CORP COM | $27,273 | $27,273 |
| 90 shares of CLEAR SECURE INC COM | $1,859 | $1,859 |
| 272 shares of COUPANG | $4,404 | $4,404 |
| 2932 shares of DANSKE BANK A/S SPON ADR | $39,055 | $39,055 |
| 124 shares of DARLING INGREDIENTS INC | $6,180 | $6,180 |
| 193 shares of DBS GROUP HLDGS LTD SPONS ADR | $19,543 | $19,543 |
| 43 shares of DEERE CO | $17,194 | $17,194 |
| 2687 shares of DELIVERY HERO SE UNSPON ADS EACH | $7,201 | $7,201 |
| 97 shares of GENERAC HLDGS INC COM US | $20,937 | $20,937 |
| 649 shares of HOLLYSYS AUTOMATION TCHNGY LTD | $17,101 | $17,101 |
| 95 shares of IAC INC COM | $4,976 | $4,976 |
| 60 shares of IDEX CORP | $13,027 | $13,027 |
| 414 shares of JD.COM INC SPON ADS EACH REPR | $11,960 | $11,960 |
| 1502 shares of JULIUS BAER GRUPPE AG UNSP ADR EACH | $16,770 | $16,770 |
| 167 shares of LIBERTY MEDIA CORP DEL COM SER | $9,683 | $9,683 |
| 217 shares of MEITUAN UNSPON ADS EACH | $9,118 | $9,118 |
| 80 shares of META PLATFORMS INC CLASS A | $28,317 | $28,317 |
| 70 shares of NOAH HOLDINGS LIMITED SPON ADS | $967 | $967 |
| 81 shares of NVIDIA CORPORATION COM | $40,113 | $40,113 |
| 2264 shares of PING AN INSURANCE GROUP COMPANY | $20,421 | $20,421 |
| 3168 shares of PROSUS N.V. SPON ADR EACH | $18,850 | $18,850 |
| 54 shares of RIO TINTO ADR EACH REP 1 ORD | $4,021 | $4,021 |
| 74 shares of SP GLOBAL INC COM | $32,598 | $32,598 |
| 127 shares of TE CONNECTIVITY LTD COM | $17,844 | $17,844 |
| 438 shares of TECK RESOURCES | $18,514 | $18,514 |
| 552 shares of WELLS FARGO | $27,169 | $27,169 |
| 2746 shares of CONSUMER STAPLES SELECT SECTOR | $197,794 | $197,794 |
| 219 shares of FRANKLIN TEMPLETON ETF TR | $6,130 | $6,130 |
| 154 shares of JP MORGAN EXCHANGE TRADED FD | $8,467 | $8,467 |
| 1611 shares of UTILITIES SELECT SECTOR SPDR TR | $65,990 | $65,990 |
| 43 shares of AGCO CORP | $5,221 | $5,221 |
| 354 shares of AIA GROUP ADR | $12,273 | $12,273 |
| 99 shares of ALIGN TECHNOLOGY | $27,126 | $27,126 |
| 308 shares of COSTAR GROUP | $26,916 | $26,916 |
| 599 shares of KE HLDGS INC SPONSORED | $9,710 | $9,710 |
| 132 shares of LOWES COMPANIES INC | $29,377 | $29,377 |
| 3 shares of MARKEL GROUP INC COM | $4,260 | $4,260 |
| 352 shares of MGM RESORTS INTERNATIONAL | $15,727 | $15,727 |
| 398 shares of MONDELEZ INTL INC | $28,827 | $28,827 |
| 658 shares of NASPERS SPON ADR | $22,227 | $22,227 |
| 40 shares of OWENS CORNING COM | $5,929 | $5,929 |
| 172 shares of PROGRESSIVE CORP | $27,396 | $27,396 |
| 45 shares of QUEST DIAGNOSTICS INC | $6,205 | $6,205 |
| 28 shares of THE CIGNA GROUP | $8,385 | $8,385 |
| 550 shares of UBER TECHNOLOGIES | $33,864 | $33,864 |
| 215 shares of VERALTO CORP COM | $17,686 | $17,686 |
| 13 shares of VISA | $3,385 | $3,385 |
| 31 shares of ISHARES TRUST US PHARMACY | $5,747 | $5,747 |
| 216 shares of ISHARES TRUST MSCI EUROPE FINANCIALS | $4,527 | $4,527 |
| 143 shares of JP MORGAN EXCHANGE TRADED FD NASDAQ | $7,140 | $7,140 |
| 596 shares of LATTICE STRATEGIES TR | $27,697 | $27,697 |
| LEVEL RATE MULTIBANK QTTMQ | $137,591 | $137,591 |
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 | $8 | $4 | $2 |
| INSURANCE | $575 | $288 | $144 |
| OFFICE EXPENSE | $705 | $353 | $176 |
| PAYROLL FEE | $1,763 | $881 | $441 |
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 | $48 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $48 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN TRUIST | $990,003 |
| UNREALIZED GAIN GOLDMAN SACHS EQUITY | $6,378,712 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BBT INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $40,893 | Amt |
| Net Investment Income | $40,893 | NetInvestmentIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GRACE V LEAHY | PersonNm |
US Address USAddress
| 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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $1,044 | Amt |
| Net Investment Income | $1,044 | NetInvestmentIncomeAmt |