CHESAPEAKE CHARITABLE FOUNDATION 120613: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE CHARITABLE FOUNDATION 120613 (EIN 32-6321709)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202211269349100506
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-06T09:39:17-00:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-06 | 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 | 2022-05-06 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,108,097 | 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 | $900,030 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $846 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $846 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $136,883 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $136,883 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $143,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,029,537 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $143,979 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,181,738 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $281,708 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $85,500 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $42,750 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $21,375 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $28,242 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $14,121 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,061 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,495 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,248 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,624 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $48,704 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $48,704 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $37 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $37 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $2,761 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,381 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $691 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $179,739 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $114,241 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $32,751 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $523,100 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $523,100 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $702,839 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $114,241 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $555,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $478,899 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $167,467 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,528,037 | CashBOYAmt |
| Cash EOY | $809,562 | CashEOYAmt |
| Cash EOYFMV | $809,562 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,457,635 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,298,535 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,298,535 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $9,985,672 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,108,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,108,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $9,985,672 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $14,108,097 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,985,672 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,108,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,985,672 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,108,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,985,672 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $478,899 | ExcessRevenueOverExpensesAmt |
| Other Increases | $3,643,526 | OtherIncreasesAmt |
| Subtotal | $14,108,097 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,108,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BBT SECURITIES LLC | P | 2021-01-01 | 2021-12-31 | $117,381 | $108,652 | $8,729 | $8,729 |
| BBT SECURITIES LLC | P | 2020-01-01 | 2021-12-31 | $30,870 | $22,861 | $8,009 | $8,009 |
| TRUIST INVESTMENT SERVICES | P | 2021-01-01 | 2021-12-31 | $566,097 | $538,670 | $27,427 | $27,427 |
| TRUIST INVESTMENT SERVICES | P | 2020-01-01 | 2021-12-31 | $282,042 | $215,375 | $66,667 | $66,667 |
| TRUIST | P | 2020-01-01 | 2021-12-31 | $28,416 | $28,416 | $28,416 | |
| TRUIST | P | 2021-01-01 | 2021-12-31 | $4,731 | $4,731 | $4,731 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $143,979 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $40,887 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,328 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,328 | SubtotalAmt |
| Tax Based On Investment Income | $2,328 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,300 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,300 | OriginalReturnTaxPaidAmt |
| Tax Due | $1,028 | 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 | 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 | $85,500 | CompensationAmt |
| Employee Benefits | $21,375 | EmployeeBenefitsAmt |
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 | $10,878,085 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,168,800 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,046,885 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $12,046,885 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,703 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,866,182 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $593,309 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $593,309 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,328 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,328 | TotalTaxAmt |
| Distributable Before Adj | $590,981 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $590,981 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $590,981 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $555,851 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $555,851 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $590,981 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $77,996 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $107,949 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $127,075 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $313,020 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $555,851 | QualifyingDistributionsAmt |
| Applied To Current Year | $555,851 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $35,130 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $35,130 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $277,890 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $277,890 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,866 | ExcessFromYear4Amt |
| Excess From Year2 | $107,949 | ExcessFromYear2Amt |
| Excess From Year1 | $127,075 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDS OF CARITAS CUBANAS | ||||||
| 81 WASHINGTON AVENUE | CAMBRIDGE | MA | 02140 | PC | TO SUPPORT BETTER CHILDCARE | $10,000 |
| FRIENDS OF CARITAS CUBANA | ||||||
| 81 WASHINGTON AVENUE | CAMBRIDGE | MA | 02140 | PC | TO SUPPORT BETTER CHILDCARE | $10,000 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVE SUITE 3 | NEW YORK | NY | 10017 | PC | TO HELP IN THE SUPPORT OF NOURSHING THE ELDERLY NEW YORKERS | $10,000 |
| ST BARTHOLOMEW ACADEMY | ||||||
| 20322 WESTFIELD AVENUE | SCOTCH PLAINS | NJ | 07076 | PC | TO HELP SUPPORT EDUCATIONAL NEEDS | $10,000 |
| AMERICARES FOUNDATION | ||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | PC | TO SUPPORT THE COVID CRISIS IN INDIA | $9,000 |
| SAMARITAN'S PURSE | ||||||
| PO BOX 3000 | BOONE | NC | 28607 | PC | TO SUPPORT THE COVID CRISIS IN INDIA | $10,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | TO SUPPORT THE COVID CRISIS IN INDIA | $100,000 |
| SYRACUSE UNIVERSITY SCHOLARSHIP | ||||||
| 721 UNIVERSITY AVENUE | SYRACUSE | NY | 13244 | PC | TO PROVIDE FINANCIAL ASSISTANCE TO MBA STUDENTS | $40,000 |
| CITYMEALS ON WHEELS | ||||||
| 355 LEXINGTON AVE SUITE 3 | NEW YORK | NY | 10017 | PC | TO HELP IN THE SUPPORT OF NOURSHING THE ELDERLY NEW YORKERS | $10,000 |
| CATHOLIC CHARITIES USA | ||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | PC | TO SUPPORT THE MISSION OF PROVIDING SERVICES TO PEOPLE IN NEED | $15,000 |
| BUY ONE BUILD ONE | ||||||
| 44927 GEORGE WASHINGTON BLVD 130 | ASHBURN | VA | 20147 | PC | TO SUPPORT IN BUILDING HOMES IN BOLIVIA | $4,100 |
| MANHATTAN COLLEGE | ||||||
| 4513 MANHATTAN COLLEGE PKWY | BRONX | NY | 10471 | PC | BROTHER KENNETH SCHOLARSHIP | $15,000 |
| CATHOLIC MEDICAL MISSION BOARD | ||||||
| 100 WALL STREET 9TH FLOOR | NEW YORK | NY | 10005 | PC | TO SUPPORT MEDICAL NEEDS | $40,000 |
| ST MARY CATHOLIC CHURCH | ||||||
| 400 GRAND STREET | NEW YORK | NY | 10002 | PC | IN SUPPORT OF ST. MARY CATHOLIC CHURCH | $2,000 |
| NATIVE AMERICAN AID | ||||||
| 2401 EGLIN ST | RAPID CITY | SD | 57703 | PC | TO SUPPORT THE MISSION OF GIVING AID TO THE NATIVE AMERICANS | $2,000 |
| MANHATTAN COLLEGE | ||||||
| 4513 MANHATTAN COLLEGE | BRONX | NY | 10471 | PC | TO SUPPORT ANNUAL FUND IN FOR ALL STUDENTS IN TIME OF GREAT NEED | $30,000 |
| JESUIT REFUGEE SERVICE | ||||||
| 1627 K STREET NW SUITE 1100 | WASHINGTON | DC | 20006 | PC | TO HELP AND SUPPORT THE MISSION OF HELPING REFUGEES | $50,000 |
| DIOCESE OF WHEELING | ||||||
| 1311 BYRON STREET | WHEELING | WV | 26003 | PC | TO HELP IN SUPPORT ST STEPHEN ONA | $2,000 |
| DIOCESE OF WHEELING | ||||||
| 1311 BYRON STREET | WHEELING | WV | 26003 | PC | TO SUPPORT IN HELPING OUR LADY OF PERPETUAL HELP | $2,000 |
| FEEDING SOUTH FLORIDA | ||||||
| 2501 SW 32ND TERRACE | PEMBROKE | FL | 33023 | PC | TO HELP IN FEEDING SOUTH FLORIDA | $2,000 |
| CATHOLIC RELIEF SERVICES | ||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | PC | TO HELP THE SUPPORT THE MISSION OF CARRYING OUT THE COMMITMENT OF THE BISHOPS | $100,000 |
| CATHOLIC CHARITIES ARCHDIOCESE MIAMI | ||||||
| 1505 NE 26TH STREET | WILTON MANORS | FL | 33305 | PC | TO SUPPORT THE MISSION OF HELPING CHILDREN, HOMELESSNESS, AND IMMIGRATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $523,100 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $846 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $136,883 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $143,979 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $281,708 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $281,708 | 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 | $900,030 | 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 | $900,030 | FairMarketValueAmt |
| Received | 2021-12-29 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $14,495 | Amt |
| Net Investment Income | $7,248 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,624 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (113 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 123 shares of ABBOTT LABORATORIES | $17,311 | $17,311 |
| 161 shares of ABBVIE INC | $21,799 | $21,799 |
| 49 shares of ADOBE | $27,786 | $27,786 |
| 12 shares of ALPHABET | $34,723 | $34,723 |
| 9 shares of AMAZON | $30,009 | $30,009 |
| 46 shares of AMGEN | $10,349 | $10,349 |
| 139 shares of APPLE | $24,682 | $24,682 |
| 575 shares of ATT | $14,145 | $14,145 |
| 93 shares of AUTODESK | $26,151 | $26,151 |
| 924 shares of BANK OF AMERICA CORP | $41,109 | $41,109 |
| 297 shares of BRISTOL MEYERS | $18,518 | $18,518 |
| 221 shares of BROWN FORMAN CORP | $16,102 | $16,102 |
| 20 shares of CATERPILLAR | $4,135 | $4,135 |
| 204 shares of CHEVRON | $23,939 | $23,939 |
| 160 shares of CHEWY INC | $9,435 | $9,435 |
| 60 shares of CHUBB LIMITED | $11,599 | $11,599 |
| 61 shares of SYNTAS CORP | $27,033 | $27,033 |
| 401 shares of CISCO SYSTEMS | $25,411 | $25,411 |
| 40 shares of COSTCO | $22,708 | $22,708 |
| 40 shares of COUPA | $6,322 | $6,322 |
| 52 shares of DEXCOM INC | $27,921 | $27,921 |
| 240 shares of EDWARD LIFE SCIENCE CORP | $31,092 | $31,092 |
| 157 shares of EMERSON ELECTRIC CO | $14,596 | $14,596 |
| 50 shares of EOG RESOURCE INC | $4,442 | $4,442 |
| 80 shares of ESTEE LAUDER COMPANIES | $29,616 | $29,616 |
| 33 shares of GENERAL ELECTRIC | $3,118 | $3,118 |
| 174 shares of GENERAL MILLS | $11,724 | $11,724 |
| 69 shares of HONEYWELL | $14,387 | $14,387 |
| 82 shares of INDEX CORP | $19,378 | $19,378 |
| 376 shares of INTEL | $19,364 | $19,364 |
| 49 shares of INTUIT | $31,518 | $31,518 |
| 81 shares of INTUITIVE SURGICAL INC | $29,103 | $29,103 |
| 89 shares of JOHNSONJOHNSON | $15,225 | $15,225 |
| 215 shares of JP MORGAN CHASE | $34,045 | $34,045 |
| 81 shares of KIMBERLY CLARK CORP | $11,577 | $11,577 |
| 791 shares of KINDER MORGAN INC | $12,545 | $12,545 |
| 493 shares of LEGGETT PLATT INC | $20,292 | $20,292 |
| 58 shares of LOCKHEED MARTIN CORP | $20,614 | $20,614 |
| 42 shares of LULULEMON ATHLETICA | $16,441 | $16,441 |
| 86 shares of L3HARRIS TECHNOLOGIES | $18,339 | $18,339 |
| 78 shares of MT BANK | $11,979 | $11,979 |
| 88 shares of MASTER CARD INCORPORATED | $31,620 | $31,620 |
| 145 shares of MATCH GROUP INC | $19,176 | $19,176 |
| 81 shares of MCDONALDS CORP | $21,714 | $21,714 |
| 190 shares of MERCK CO | $14,562 | $14,562 |
| 276 shares of MICROSOFT | $92,824 | $92,824 |
| 95 shares of NORTHFOLK SOUTHERN CORP | $28,282 | $28,282 |
| 255 shares of NUCOR CORP | $29,108 | $29,108 |
| 132 shares of NXP SEMI CONDUCTORS | $30,067 | $30,067 |
| 92 shares of PAYPAL HOLDINGS | $17,349 | $17,349 |
| 103 shares of PEPSI CO | $17,892 | $17,892 |
| 288 shares of PFIZER INC | $17,006 | $17,006 |
| 317 shares of PINTEREST | $11,523 | $11,523 |
| 147 shares of PNC FINANCIAL SERVICES | $29,476 | $29,476 |
| 470 shares of PPL CORP COM | $14,128 | $14,128 |
| 98 shares of PROCTOR AND GAMBLE CO COM | $16,031 | $16,031 |
| 50 shares of PROLOGIS INC | $8,418 | $8,418 |
| 142 shares of QUALCOMM | $25,968 | $25,968 |
| 42 shares of ROPER TECHNOLOGIES INC | $20,658 | $20,658 |
| 59 shares of SBA COMMUNICATO CORP | $22,952 | $22,952 |
| 54 shares of SERVICENOW INC | $35,052 | $35,052 |
| 74 shares of SHERWIN WILLIAMS | $26,060 | $26,060 |
| 19 shares of SHOPIFY | $26,170 | $26,170 |
| 51 shares of STARBUCKS | $5,965 | $5,965 |
| 46 shares of THERMAL FISHER SCIENTIFIC INC | $30,693 | $30,693 |
| 11 shares of UNITED HEALTH GROUP | $5,524 | $5,524 |
| 63 shares of VEEVA SYSTEMS INC | $16,095 | $16,095 |
| 417 shares of VIATRIS INC | $5,642 | $5,642 |
| 120 shares of WALMART INC | $17,363 | $17,363 |
| 123 shares of WASTE MANAGEMENT INC | $20,529 | $20,529 |
| 102 shares of WESTROCK | $4,525 | $4,525 |
| 189 shares of WP CAREY INC | $15,507 | $15,507 |
| 98 shares of ZOETIS INC | $23,915 | $23,915 |
| 21969 shares of COHEN STEERS | $309,987 | $309,987 |
| 6085 shares of VANGUARD EQUITY INCOME | $561,156 | $561,156 |
| 2486 shares of ARK EFT | $235,151 | $235,151 |
| 929 shares of CONSUMER DISCRETIONARY SELECT | $189,925 | $189,925 |
| 407 shares of GLOBAL SPACE X FDS | $11,718 | $11,718 |
| 763 shares of GOLDMAN SACHS | $72,592 | $72,592 |
| 1410 shares of HEALTHCARE SELECT | $198,655 | $198,655 |
| 608 shares of INDUSTRIAL SELECT SECTOR | $64,332 | $64,332 |
| 186 shares of INVESCO EXCH | $14,698 | $14,698 |
| 1149 shares of INVESCO QQQ | $457,130 | $457,130 |
| 299 shares of I SHARES CORE | $17,390 | $17,390 |
| 3325 shares of I SHARES INC CORE MSCI EMERGEN | $199,035 | $199,035 |
| 190 shares of I SHARES M SCI EMR MRK CHINA | $11,520 | $11,520 |
| 39 shares of I SHARES SP 500 | $6,109 | $6,109 |
| 199 shares of I SHARES TR EAFE | $21,948 | $21,948 |
| 915 shares of I SHARES TR EAFE SML | $66,877 | $66,877 |
| 398 shares of I SHARES TR EAFE VALUE | $20,055 | $20,055 |
| 37 shares of I SHARES TR EXPANDED TECH | $14,713 | $14,713 |
| 138 shares of I SHARES TR U S MED | $9,087 | $9,087 |
| 2669 shares of I SHARES TRUST CORE MSCI | $199,214 | $199,214 |
| 88 shares of I SHARES TRUST DJ | $10,104 | $10,104 |
| 464 shares of I SHARE TRUST DOW JONES | $89,589 | $89,589 |
| 612 shares of JP MORGAN EXCHANGE | $38,672 | $38,672 |
| 2406 shares of SELECT SECTOR SPDR | $186,898 | $186,898 |
| 655 shares of SELECT SECTOR SPDR TR ENERGY | $36,353 | $36,353 |
| 4895 shares of SELECT SECTOR SPDR TR FINANCIAL | $191,150 | $191,150 |
| 2189 shares of SELECT SECTOR SPDR TR TECHNOLOGY | $380,601 | $380,601 |
| 1365 shares of VANGUARD INDEX FUND | $595,918 | $595,918 |
| 1050 shares of VANGUARD MID CAP INDEX FUND | $267,509 | $267,509 |
| 783 shares of VANGUARD SMALL CAPP INDEX FUND | $176,966 | $176,966 |
| 290 shares of FIRST TRUST TCW OPP | $15,432 | $15,432 |
| 251 shares of I SHARE TRUST FIVE YEAR HIGH YIELD | $11,370 | $11,370 |
| 420 shares of SPDR BLOOMBERG SHORT TERM HIGH YIELD | $11,403 | $11,403 |
| 568 shares of VANECK ETF | $18,727 | $18,727 |
| 418 shares of VANGUARD BD INDEX | $35,426 | $35,426 |
| 88 shares of VANGUARD INTERMEDIATE TERM | $8,163 | $8,163 |
| 104 shares of VANGUARD SCOTSDALE | $8,451 | $8,451 |
| 183948 shares of QTMMQ CASH | $183,948 | $183,948 |
| ACCRUED DIVIDENDS | $1,967 | $1,967 |
| GOLDMAN SACHS PUBLIC EQUITY | $6,836,220 | $6,836,220 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $71 | $36 | $18 |
| INSURANCE | $652 | $326 | $163 |
| OFFICE EXPENSE | $420 | $210 | $105 |
| PAYROLL FEE | $1,618 | $809 | $405 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| UNREALIZED GAIN TRUIST | $764,954 |
| UNREALIZED GAIN GOLDMAN SACHS | $2,878,572 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BBT INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $48,704 | Amt |
| Net Investment Income | $48,704 | 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 | $37 | Amt |
| Net Investment Income | $37 | NetInvestmentIncomeAmt |