TOM & GLORY SULLIVAN FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TOM & GLORY SULLIVAN FOUNDATION INC (EIN 52-1905859)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2022-11-15
- IRS object ID
- 202213199349102686
- Schema version
- 2021v4.0
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T12:12:08-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521790778 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TETI & CARSWELL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 451 HUNGERFORD DR STE 515 | AddressLine1Txt |
| City | ROCKVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208505103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521905859 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOM & GLORY SULLIVAN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOM& | BusinessNameControlTxt |
| Phone | 9042857666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 PONTE VERDA BLVD | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN A KEENER | PersonNm |
| Person Title | DIRECTOR & ADMINI | PersonTitleTxt |
| Phone | 9042857666 | PhoneNum |
| Signature | 2022-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KATHLEEN | PersonFirstNm |
| Person Last | KEENER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARY D CARSWELL CPA | PreparerPersonNm |
| PTIN | P00783258 | PTIN |
| Phone | 3012518711 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
| 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 | $2,433,439 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $75,900 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $247 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $247 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $247 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $90,686 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $90,686 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $90,686 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $377,993 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $556,545 | GrossSalesPriceAmt |
| Total Rev And Expnss | $544,826 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $90,933 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $90,933 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,950 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $4,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,193 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $813 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $813 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $26,456 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,956 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $649,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $649,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $676,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,956 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $649,650 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$131,280 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $80,977 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $90,933 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,498 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $100,772 | SavAndTempCashInvstEOYAmt |
| Corporate Stock BOY | $1,658,166 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,479,612 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,433,439 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,711,664 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,580,384 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,433,439 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $1,711,664 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,580,384 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,711,664 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,580,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,711,664 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,580,384 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,711,664 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$131,280 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,580,384 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,580,384 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Ruling Letter | 1995-10-31 | RulingLetterDt |
| Investment Income Excise Tax | $1,126 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,126 | SubtotalAmt |
| Tax Based On Investment Income | $1,126 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $234 | OverpaymentAmt |
| Applied To ES Tax | $234 | 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 | MD | 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 |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | KATHLEEN A KEENER | IndividualWithBooksNm |
| Phone | 9042857666 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7470 AUGUSTA DR | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | 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 |
| 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS FP SULLIVAN | ||||||||
| 905 PONTE VEDRA BLVD | PONTE VEDRA | FL | 32082 | CHAIRMAN | 2.00 | $0 | $0 | $0 |
| GLORY L SULLIVAN | ||||||||
| 905 PONTE VEDRA BLVD | PONTE VEDRA | FL | 32082 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| COLLEEN M OPACK | ||||||||
| 12708 ALTICE CT | DARNESTOWN | MD | 20878 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| KATHLEEN A KEENER | ||||||||
| 7470 AUGUSTA DR | BOULDER | CO | 80301 | DIRECTOR & A | 6.00 | $12,000 | $0 | $0 |
| THOMAS F SULLIVAN II | ||||||||
| 8315 SNUG HILL LANE | POTOMAC | MD | 20854 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BISHOP BARRY C KNESTOUT | ||||||||
| 7800 CAROUSEL LANE | RICHMOND | VA | 23294 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
| REV MARK KNESTOUT | ||||||||
| 25 E 39TH STREET | NEW YORK | NY | 10016 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
| DANIEL L SIMMONS | ||||||||
| 20 W PALIDAES AVE | ENGLEWOOD | NJ | 07631 | DIRECTOR-INV | 1.00 | $0 | $0 | $0 |
| REV MICHAEL BOEHLINE | ||||||||
| 7800 CAROUSEL LANE | RICHMOND | VA | 23294 | DIRECTOR | 1.00 | $1,500 | $0 | $0 |
| MSGR ROBERT PANKE | ||||||||
| 8900 LOCHAVEN DR | GAITHERSBURG | MD | 20882 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,071,703 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $226,137 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,297,840 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,297,840 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $49,468 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,248,372 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $162,419 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $162,419 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,126 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,126 | TotalTaxAmt |
| Distributable Before Adj | $161,293 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $161,293 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $161,293 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $649,650 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $649,650 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $161,293 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $217,554 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $296,390 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $330,648 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $285,776 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $410,434 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,540,802 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $649,650 | QualifyingDistributionsAmt |
| Applied To Current Year | $161,293 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $488,357 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,029,159 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $217,554 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,811,605 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $296,390 | ExcessFromYear4Amt |
| Excess From Year3 | $330,648 | ExcessFromYear3Amt |
| Excess From Year2 | $285,776 | ExcessFromYear2Amt |
| Excess From Year1 | $410,434 | ExcessFromYear1Amt |
| Excess From Current Year | $488,357 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CATHOLIC DIOCESE OF RICHMOND | |||||||
| 7800 CAROUSEL LN | RICHMOND | VA | 23294 | 501(C)(3) | TO SUPPORT CHARITY | $20,000 | |
| CATHOLIC INFORMATION CENTER | |||||||
| 1501 K STREET NW | WASHINGTON | DC | 20005 | 501(C)(3) | TO SUPPORT CHARITY | $20,000 | SUITE 175 |
| CONGREGATION OF THE HOLY GHOST | |||||||
| BRUSH RUN RD | BETHEL PARK | PA | 15102 | 501(C)(3) | TO SUPORT CHARITY | $21,000 | |
| DIOCESE OF RICHMOND | |||||||
| 7800 CAROUSEL LN | RICHMOND | VA | 23294 | 501(C)(3) | TO SUPPORT CHARITY | $10,000 | |
| DIOCESE OF TRENTON | |||||||
| 701 LAWRENCEVILLE RD | TRENTON | NJ | 08648 | 501(C)(3) | TO SUPPORT CHARTY | $10,000 | |
| DON BOSCO CRISTO REY | |||||||
| 1010 LARCH AVE | TAKOMA PARK | MD | 20912 | 501(C)(3) | TO SUPPORT CHARITY | $2,500 | |
| FELLOWSHIP OF CATHOLIC UNIVERSITY S | |||||||
| PO BOX 17408 | DENVER | CO | 80217 | 501(C)(3) | TO SUPPORT CHARITY | $10,000 | |
| FRANCISCAN PROVINCE OF ST JOHN THE | |||||||
| 1615 VINE ST | CINCINNATI | OH | 45202 | 501(C)(3) | TO SUPPORT CHARITY | $5,000 | |
| GEORGETOWN PREP | |||||||
| 10900 ROCKVILLE PIKE | NORTH BETHESDA | MD | 20852 | 501(C)(3) | TO SUPPORT CHARITY | $2,500 | |
| HOLY FAMILY HIGH SCHOOL | |||||||
| 5195 W 144TH AVE | BROOMFIELD | CO | 80023 | 501(C)(3) | TO SUPPORT CHARITY | $18,600 | |
| MARY OF NAZARETH CATHOLIC SCHOOL | |||||||
| 14131 SENECA RD | DARNESTOWN | MD | 20874 | 501(C)(3) | TO SUPPORT CHARITY | $5,500 | |
| MARY'S PLACE PITTSBURGH | |||||||
| 2905 CASTLEGATE AVE | PITTSBURGH | PA | 15226 | 501(C)(3) | TO SUPPORT CHARITY | $11,000 | |
| MISSIONARIES OF THE POOR | |||||||
| PO BOX 29893 | ATLANTA | GA | 30359 | 501(C)(3) | TO SUPPORT CHARITY | $15,000 | |
| OUR LADY OF SORROWS | |||||||
| 1006 LARCH AVE | TAKOMA PARK | MD | 20912 | 501(C)(3) | TO SUPPORT CHARITY | $20,000 | |
| OUR LADY OF THE VISITATION | |||||||
| 14139 SENECA RD | DARNESTOWN | MD | 20874 | 501(C)(3) | TO SUPPORT CHARITY | $24,500 | |
| PATH TO PEACE FOUNDATION | |||||||
| 25 E 39TH ST | NEW YORK | NY | 10016 | 501(C)(3) | TO SUPPORT CHARITY | $10,000 | |
| SACRED HEART OF JESUS SCHOOL | |||||||
| 1317 MAPLETON AVE | BOULDER | CO | 80301 | 501(C)(3) | TO SUPPORT CHARITY | $30,000 | |
| SANTA MARIA DEL MEXICANO | |||||||
| PO BOX 4116 | CORPUS CHRISTI | TX | 78469 | 501(C)(3) | TO SUPPORT CHARITY | $15,400 | |
| SISTER OF ST FRANCIS XAVIER | |||||||
| 2585 OAK ST | JACKSONVILLE | FL | 32204 | 501(C)(3) | TO SUPPORT CHARITY | $25,000 | |
| SISTERS OF MARY | |||||||
| 4200 PARLIAMENT PL | LANHAM | MD | 20706 | 501(C)(3) | TO SUPPORT CHARITY | $154,700 | SUITE 230 |
| SISTERS OF ST FRANCIS XAVIER | |||||||
| 2585 OAK ST | JACKSONVILLE | FL | 32204 | 501(C)(3) | TO SUPPORT CHARITY | $10,000 | |
| SISTERS OF THE GOOD SHEPHERD | |||||||
| 7654 NATURAL BRIDGE RD | ST LOUIS | MO | 63121 | 501(C)(3) | TO SUPPORT CHARITY | $14,000 | |
| ST BARTHOLOMEW | |||||||
| 6900 RIVER RD | BETHESDA | MD | 20817 | 501(C)(3) | TO SUPPORT CHARITY | $2,500 | |
| ST CECILIA ROMAN CATHOLIC CHURCH | |||||||
| 55 WEST DEMAREST AVE | ENGLEWOOD | NJ | 07631 | 501(C)(3) | TO SUPPORT CHARITY | $10,000 | |
| ST EDWARDS UNIVERSITY | |||||||
| 3001 SOUTH CONGRESS AVE | AUSTIN | TX | 78704 | 501(C)(3) | TO SUPPORT CHARITY | $20,000 | |
| ST FRANCIS DE SALES CATHOLIC CHURCH | |||||||
| 2021 RHODE ISLAND AVE NE | WASHINGTON | DC | 20018 | 501(C)(3) | TO SUPPORT CHARITY | $10,000 | |
| ST JOHN NEUMANN PARISH | |||||||
| 8900 LOCHAVEN DR | GAITHERSBURG | MD | 20882 | 501(C)(3) | TO SUPPORT CHARITY | $50,750 | |
| ST MARY'S CHURCH NEWPORT | |||||||
| 11555 ST MARYS CHURCH RD | CHARLOTTE HALL | MD | 20622 | 501(C)(3) | TO SUPPORT CHARITY | $14,200 | |
| ST PAUL CENTER FOR BIBLICAL THEOLOG | |||||||
| 1468 PARKVIEW CIRCLE | STEUBENVILLE | OH | 43952 | 501(C)(3) | TO SUPPORT CHARITY | $20,000 | |
| ST RAPHAELS | |||||||
| 1513 DUNSTER RD | ROCKVILLE | MD | 20854 | 501(C)(3) | TO SUPPORT CHARITY | $2,500 | |
| ST THOMAS AQUINAS | |||||||
| 904 14TH ST | BOULDER | CO | 80302 | 501(C)(3) | TO SUPPORT CHARITY | $20,000 | |
| TOGO MISSION | |||||||
| PO BOX 130 | GAITHERSBURG | MD | 20884 | 501(C)(3) | TO SUPPORT CHARITY | $20,000 | |
| YOUNG CATHOLIC PROFESSIONALS | |||||||
| 13155 NOEL RD | DALLAS | TX | 75240 | 501(C)(3) | TO SUPPORT CHARITY | $10,000 | SUITE 900 |
| DIOCESES OF MONTEGO BAY | |||||||
| ROMAN CATHOLIC CHANCERY | SANFORD | FL | 32772 | 501(C)(3) | TO SUPPORT CHARITY | $15,000 | 1 FORT STREET |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $649,650 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $247 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $90,686 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $377,993 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $468,926 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $468,926 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | THOMAS GLORY SULLIVAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 PONTE VERDA BLVD | AddressLine1Txt |
| City | PONTE VEDRA BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $75,900 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amt | $4,950 | Amt |
| Net Investment Income | $4,950 | NetInvestmentIncomeAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| 500 - MICROSOFT CORP | 2011-06 | PURCHASE | 2022-01 | $159,999 | $12,000 | $147,999 |
| AT&T | 2008-07 | PURCHASE | 2022-04 | $16 | $18 | -$2 |
| 500 - MICROSOFT CORP | 2011-06 | PURCHASE | 2022-05 | $142,247 | $12,000 | $130,247 |
| 500 - MICROSOFT CORP | 2011-06 | PURCHASE | 2022-05 | $132,169 | $12,000 | $120,169 |
| 500 - TAIWAN SEMICONDUCTOR | 2008-09 | PURCHASE | 2022-05 | $46,656 | $27,270 | $19,386 |
| 100 - UNITI GROUP | 2018-10 | PURCHASE | 2022-05 | $1,078 | $1,647 | -$569 |
| 6900 UNITI GROUP | 2018-10 | PURCHASE | 2022-06 | $74,380 | $113,617 | -$39,237 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC. | $125,942 | $104,800 |
| COCA COLA | $61,512 | $188,730 |
| DUKE ENERGY | $204,020 | $321,630 |
| ENBRIDGE INC | $192,307 | $253,560 |
| KIMBERLY CLARK | $129,188 | $270,300 |
| MICROSOFT CORPORATION | $60,004 | $642,075 |
| ROYAL DUTCH SHELL | $179,408 | $156,870 |
| TAIWAN SEMICONDUCTOR | $81,810 | $122,625 |
| TELEFONICA DE ESPANA SA | $110,123 | $30,780 |
| TRUIST FINANCIAL | $115,007 | $122,844 |
| UNITY GROUP, INC | ||
| VERIZON COMMUNICATIONS | $181,663 | $203,000 |
| WARNER BROS DISCOVERY | $38,628 | $16,225 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| ADR FEES | $490 | $490 |
| OFFICE SUPPLIES | $210 | $210 |
| SHIPPING AND POSTAGE | $113 | $113 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX 6-30-21 | $812 | $812 |
| FOREIGN TAX PAID ON DIVIDENDS | $3,381 | $3,381 |