JOSEPH AND ALBERTA MURPHY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND ALBERTA MURPHY FOUNDATION (EIN 65-6373326)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2025-01-16
- IRS object ID
- 202510169349100121
- Schema version
- 2023v6.0
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-01-16T21:02:58-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Disaster Relief | HURRICANE MILTON - BREVARD COUNTY FL | DisasterReliefTxt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113037252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martha E Vail CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 Ronkonkoma Blvd | AddressLine1Txt |
| City | Centereach | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11720 | 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 | 656373326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH AND ALBERTA MURPHY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HIGHWAY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NICKLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5612713180 | PhoneNum |
| Signature | 2025-01-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Martha E Vail | PreparerPersonNm |
| PTIN | P00075420 | PTIN |
| Phone | 6316985203 | PhoneNum |
| Preparation | 2025-01-16 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $258,406 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $7 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $7 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $7,149 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $7,149 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $19,715 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $86,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $19,715 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $26,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,871 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $6,276 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $3,138 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,138 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,600 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,638 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,638 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $197 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $196 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $12,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,638 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,638 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,340 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $19,299 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,746 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $9,490 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $9,490 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $272,305 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $202,378 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $248,501 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $572 | OtherAssetsBOYAmt |
| Other Assets EOY | $415 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $415 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $279,623 | TotalAssetsBOYAmt |
| Total Assets EOY | $212,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $258,406 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $895,825 | CapitalStockBOYAmt |
| Capital Stock EOY | $895,825 | CapitalStockEOYAmt |
| Retained Earning BOY | -$616,202 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$683,542 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $279,623 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $212,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $279,623 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $212,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $279,623 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,340 | ExcessRevenueOverExpensesAmt |
| Subtotal | $212,283 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $212,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt |
|---|---|---|---|---|---|---|
| DELAWARE EMERGING MARKETS | P | 2013-09-09 | 2023-05-26 | $3,300 | $2,792 | $508 |
| INVESCO INTL GRWTH Y | P | 2015-02-10 | 2023-05-26 | $8,300 | $8,020 | $280 |
| INVESCO INTL SMLL-MID CO Y | P | 2015-02-10 | 2023-04-17 | $13,000 | $10,366 | $2,634 |
| MFS GROWTH I | P | 2016-08-17 | 2023-08-21 | $7,000 | $3,544 | $3,456 |
| PGIM GLOBAL HI YLD FD | P | 2018-03-27 | 2023-08-04 | $16,905 | $21,599 | -$4,694 |
| COHEN & STEERS INFRASTRUCE | P | 2011-05-12 | 2023-01-26 | $17,498 | $12,212 | $5,286 |
| DELAWARE VALUE INSTL | P | 2010-01-04 | 2023-08-21 | $2,000 | $1,026 | $974 |
| FRANKLIN SMALL CAP | P | 2006-02-03 | 2023-08-21 | $3,000 | $2,417 | $583 |
| INVESCO GRWTH & INCOME | P | 2010-03-02 | 2023-05-26 | $3,400 | $2,968 | $432 |
| MFS INTL INTRINSIC VALUE I | P | 2010-08-31 | 2023-04-17 | $3,000 | $1,610 | $1,390 |
| CAPITAL GAINS DISTRIBUTION | P | 2022-12-31 | 2023-12-31 | $8,282 | $8,282 | |
| UNRECAPTURED 1250 GAIN | P | 2022-12-31 | 2023-12-31 | $1 | $1 | |
| MISCELLANEOU ADJUSTMENTS | P | 2022-12-31 | 2023-12-31 | $583 | $583 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $19,715 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $268 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $268 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $268 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $377 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $377 | TotalPaymentsAndCreditsAmt |
| Overpayment | $109 | OverpaymentAmt |
| Applied To ES Tax | $109 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | MICHAEL NICKLER | IndividualWithBooksNm |
| Phone | 5612713180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HIGHWAY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NICKLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 S HIGHWAY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $6,276 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $292,267 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,465 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $299,732 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $299,732 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,496 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $295,236 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $14,762 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $14,762 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $268 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $268 | TotalTaxAmt |
| Distributable Before Adj | $14,494 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $14,494 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $14,494 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,638 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $86,638 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $14,494 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $16,317 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $18,062 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $50,663 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $67,847 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $75,368 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $228,257 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,638 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,494 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,144 | RemainingDistriFromCorpusAmt |
| Total Corpus | $300,401 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $16,317 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $284,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $18,062 | ExcessFromYear4Amt |
| Excess From Year3 | $50,663 | ExcessFromYear3Amt |
| Excess From Year2 | $67,847 | ExcessFromYear2Amt |
| Excess From Year1 | $75,368 | ExcessFromYear1Amt |
| Excess From Current Year | $72,144 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL NICKLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HIGHWAY AIA | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616915452 | RecipientPhoneNum |
| Recipient Email Address | EKAYNICK@BELLSOUTH.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | BY LETTER STATING REASON FOR REQUEST AND ORGANIZATIONS BACKGROUND | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | POMPANO BEACH | FL | 33073 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| ST ATHANASIUS | |||||||
| 2154 61ST ST | BROOKLYN | NY | 11204 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| MEN OF MELCHIZEDEK | |||||||
| 2050 S CEDAR ST STE 330 | IMLAY CITY | MI | 48444 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $7,500 |
| ST PAUL CENTER | |||||||
| 1468 PARKVIEW | STEUBENVILLE | OH | 43952 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| CATHOLIC CHARITIES | |||||||
| 1819 N SEMORAN BLVD | ORLANDO | FL | 32807 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| CARDINAL NEWMAN | |||||||
| 512 SPENCER DRIVE | WEST PALM BEACH | FL | 33409 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| STUDENTS FOR LIFE | |||||||
| 1000 WINCHESTER ST STE 301 | FREDERICKSBURG | VA | 22401 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL | |||||||
| ST JUDE PLACE | MEMPHIS | TN | 38105 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,000 |
| CATHOLICS COME HOME | |||||||
| PO BOX 1802 | ROSWELL | GA | 30077 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| COVENANT HOUSE | |||||||
| PO BOX 39282 | FORT LAUDERDALE | FL | 33339 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| DOMINICAN SISTERS OF MARY | |||||||
| 4101 EAST JOY ROAD | ANN ARBOR | MI | 48105 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| HABITAT FOR CHILDRENS MINISTRY | |||||||
| PO BOX 1195 | WEST PALM BEACH | FL | 33402 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| HUMMERZINE PREGNANCY TEAM | |||||||
| 2612 FIELDBROOKE WAY | EDGEWATER | FL | 32141 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| ST VINCENT DEPAUL | |||||||
| 10701 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| STUDENTS FOR LIFE | |||||||
| 1000 WINCHESTER ST STE 301 | FREDERICKSBURG | VA | 22401 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| BELLA HEALTH WELLNESS | |||||||
| 180 EX HAMPDEN AVE | ENGLEWOOD | CO | 80113 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| FEED THE CHILDREN | |||||||
| PO BOX 61 | OKLAHOMA CITY | OK | 73101 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,500 |
| DISCALCED CARMELITE NUNS | |||||||
| 1931 JEFFERSON ROAD | PITTSFORD | NY | 14534 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $7,149 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $19,715 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $26,871 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $26,871 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX PREP | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,600 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXCHANGE TRADED & CLOSED-END FUNDS | $82,835 | $83,610 |
| MUTUAL FUNDSS | $119,543 | $164,891 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $572 | BOYBookValueAmt |
| EOY Book Value | $415 | EOYBookValueAmt |
| EOYFMV | $415 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES | CategoryTxt |
| Amt | $2,638 | Amt |
| Net Investment Income | $2,638 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAX PAID | $196 | $196 | $0 | $0 |
| FEDERAL EXCISE TAX | $1 | $0 | $0 | $0 |