CHESAPEAKE CHARITABLE FOUNDATION 120613: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CHESAPEAKE CHARITABLE FOUNDATION 120613 (EIN 32-6321709)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-19
- IRS object ID
- 202110789349100711
- Schema version
- 2020v4.0
- 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 | 2021-03-19T14:08:04-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1861 INTERNATIONAL DRIVE SUITE 400 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 DR NO 12A | 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 | EXEC. DIR | PersonTitleTxt |
| Phone | 9178435468 | PhoneNum |
| Signature | 2021-03-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GRACE | PersonFirstNm |
| Person Last | LEAHY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG ZHANG CPA | PreparerPersonNm |
| PTIN | P01249785 | PTIN |
| Phone | 7033366400 | PhoneNum |
| Preparation | 2021-03-15 | PreparationDt |
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 | 2020 | 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 | $9,985,672 | 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 | $3,096,170 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,430 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,430 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $155,419 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,419 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$283,672 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,384,140 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $79 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $79 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,976,426 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $163,928 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $79,200 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $39,600 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $19,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $26,785 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $13,393 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,696 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,885 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,943 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,471 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,521 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,521 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $833 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $833 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,631 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $816 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $408 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $157,855 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $101,106 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,375 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $425,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $582,855 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $101,106 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $453,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,393,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $62,822 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,039,127 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,528,037 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,528,037 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,812,579 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,457,635 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,457,635 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,851,706 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,985,672 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,985,672 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,851,706 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $9,985,672 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,851,706 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,985,672 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,851,706 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,985,672 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,851,706 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,393,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $740,395 | OtherIncreasesAmt |
| Subtotal | $9,985,672 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,985,672 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICALLY TRADED STOCK | P | 2019-01-01 | 2020-12-31 | $2,603,658 | $2,910,168 | -$306,510 | -$306,510 |
| SALE OF PUBLICALLY TRADED STOCK | P | 2020-01-01 | 2020-12-31 | $780,482 | $760,590 | $19,892 | $19,892 |
| CAPITAL GAIN DIVIDENDS | P | 2019-01-01 | 2020-12-31 | $2,946 | $2,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$283,672 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $873 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $873 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $873 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,173 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,173 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,300 | OverpaymentAmt |
| Applied To ES Tax | $1,300 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| 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 | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | 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 | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN J LEAHY | ||||||||
| 2575 SOUTH BAYSHORE DRIVE APT 12A | MIAMI | FL | 33133 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| GRACE V LEAHY | ||||||||
| 2575 SOUTH BAYSHORE DRIVE APT 12A | MIAMI | FL | 33133 | TRUSTEE/EXEC DIR | 5.00 | $0 | $0 | $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 | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $79,200 | CompensationAmt |
| Employee Benefits | $19,800 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,904,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,738,340 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,643,115 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,643,115 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $99,647 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,543,468 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $327,173 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $327,173 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $873 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $873 | TotalTaxAmt |
| Distributable Before Adj | $326,300 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $326,300 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $326,300 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $453,375 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $453,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $453,375 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $326,300 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $50,819 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $77,996 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $107,949 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $236,764 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $453,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $326,300 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $127,075 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $363,839 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $50,819 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $313,020 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $77,996 | ExcessFromYear3Amt |
| Excess From Year1 | $107,949 | ExcessFromYear1Amt |
| Excess From Current Year | $127,075 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | GRACE V LEAHY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2575 SOUTH BAYSHORE DRIVE APT 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 (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICARES | |||||||
| 88 HAMILTON AVE | STAMFORD | CT | 06902 | NONE | PC | TO SUPPORT THE PEOPLE OF THE BAHAMAS AFFECTED BY HURRICANE | $20,000 |
| CATH CHARITIES ARCHDIOCESE MIAMI - ELDERLY MEAL DELIVERY | |||||||
| 1505 NE 26TH STREET | WILTON MANORS | FL | 33305 | NONE | PC | TO PROVIDE MEALS TO THOSE 60 OR OLDER, WHO LIVE INDEPENDENTLY IN THEIR OWN HOMES | $15,000 |
| CATHOLIC CHARITIES ARCHDIOCESE NY | |||||||
| 1011 FIRST AVE 11TH FLOOR | NY | NY | 10022 | NONE | PC | TO SUPPORT THE MISSION TO UPHOLD THE DIGNITY OF EACH PERSON BY SERVING THE BASIC NEEDS OF THE POOR, TROUBLED, FRAIL AND OPPRESSED OF ALL RELIGIONS | $50,000 |
| CATHOLIC CHARITIES USA | |||||||
| 2050 BALLENGER AVE SUITE 400 | ALEXANDRIA | VA | 22314 | NONE | PC | TO SUPPORT THE MISSION OF PROVIDING SERVICES TO PEOPLE IN NEED, TO ADVOCATE FOR JUSTICE IN SOCIAL STRUCTURES, AND TO CALL THE ENTIRE CHURCH AND OTHER PEOPLE OF GOOD WILL TO DO THE SAME. | $30,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| 228 WEST LEXINGTON STREET | BALTIMORE | MD | 21201 | NONE | PC | TO HELP SUPPORT THE MISSION OF CARRYING OUT THE COMMITMENT OF THE BISHOPS OF THE UNITED STATES TO ASSIST THE POOR AND VULNERABLE OVERSEAS. | $50,000 |
| CITYMEALS ON WHEELS-NYC | |||||||
| 355 LEXINGTON AVE | NY | NY | 10017 | NONE | PC | PROVIDE A CONTINUOUS LIFELINE OF NUTRITIOUS FOOD TO HOMEBOUND ELDERLY NEW YORKERS IN NEED | $15,000 |
| CMMB CHAMPS HAITI | |||||||
| 100 WALL ST 9TH FLOOR | NY | NY | 10005 | NONE | PC | PROVIDE HEALTH AND WELL-BEING TO MOTHERS, CHILDREN, AND THEIR FAMILIES AND COMMUNITIES IN HAITI | $40,000 |
| COLLEGE OF MOUNT SAINT VINCENT | |||||||
| 6301 RIVERDALE AVE | RIVERDALE | NY | 10471 | NONE | PC | TO SUPPORT THE MISSION OF AN ACADEMICALLY EXCELLENT, AUTHENTICALLY INCLUSIVE, INDEPENDENT LIBERAL ARTS COLLEGE | $25,000 |
| DOMINICAN NUNS OF SUMMIT | |||||||
| 543 SPRINGFIELD AVE | SUMMIT | NJ | 07901 | NONE | PC | TO SUPPORT THE NUNS | $10,000 |
| FEEDING SAN DIEGO | |||||||
| 9455 WAPLES ST SUITE 135 | SAN DIEGO | CA | 92121 | NONE | PC | TO SUPPORT HUNGER RELIEF IN THE SAN DIEGO AREA | $15,000 |
| FORDHAM UNIVERSITY | |||||||
| 441 E FORDHAM ROAD FMH 512 | BRONX | NY | 104585149 | NONE | PC | TO SUPPORT THE MISSION OF PROVIDING THE HIGHEST QUALITY EDUCATION TO UNDERGRADUATE AND GRADUATE STUDENTS, IN THE JESUIT TRADITION | $10,000 |
| MANHATTAN COLLEGE | |||||||
| 4513 MANHATTAN PARKWAY | RIVERDALE | NY | 10471 | NONE | PC | TO SUPPORT ANNUAL FUND FOR ALL STUDENTS IN TIME OF GREAT NEED | $25,000 |
| MANHATTAN COLLEGE | |||||||
| 4513 MANHATTAN PARKWAY | RIVERDALE | NY | 10471 | NONE | PC | TO FUND PARTIAL SCHOLARSHIPS FOR STUDENTS PURSUING DEGREES IN MATHEMATICS. | $15,000 |
| SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA | |||||||
| 411 MERCY DRIVE | ORLANDO | FL | 32805 | NONE | PC | TO SUPPORT THE MISSION OF FIGHTING HUNGER IN CENTRAL FLORIDA | $15,000 |
| SAMARITAN'S PURSE - COVID 19 | |||||||
| PO BOX 3000 | BOONE | NC | 28607 | NONE | PC | TO SUPPORT THE MISSION OF MEETING NEEDS OF PEOPLE WHO ARE VICTIMS OF WAR, POVERTY, NATURAL DISASTERS, DISEASE AND FAMINE. | $15,000 |
| ST STEPHEN MARTYR CHURCH | |||||||
| 2436 PENNSYLVANIA AVE NW | WASHINGTON | DC | 20037 | NONE | PC | FOR THEIR SPIRITUAL AND CHARITABLE MINISTRIES | $20,000 |
| ST PATRICK'S CATHEDRAL | |||||||
| 460 MADISON AVE | NY | NY | 10022 | NONE | PC | TO SUPPORT THE MISSION OF THE CATHEDRAL IN PROVIDING HOPE AND SOLACE IN TIMES OF PEACE AND PLENTY AND WAR AND SORROW | $15,000 |
| SYRACUSE UNIVERSITY (MBA SCHOLARSHIP) | |||||||
| 721 UNIVERSITY AVE | SYRACUSE | NY | 13244 | NONE | PC | TO PROVIDE SCHOLARSHIP AND FINANCIAL ASSISTANCE TO GRADUATE STUDENTS ENROLLED IN THE MBA PROGRAM IN THE WHITMAN SCHOOL OF MANAGEMENT | $40,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $425,000 | 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 | $8,430 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $155,419 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $79 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$283,672 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$119,744 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$119,744 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | 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 | MR JOHN J LEAHY AND MRS 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 | $3,096,170 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS STOCKS | NoncashPropertyDesc |
| Fair Market Value | $3,096,170 | FairMarketValueAmt |
| Received | 2020-12-17 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,885 | Amt |
| Net Investment Income | $2,943 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,471 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (117 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 142 SHARES ABBOTT LABORATORIES | $15,548 | $15,548 |
| 161 SHARES ABBVIE INC | $17,251 | $17,251 |
| 41 SHARES ADBE | $20,505 | $20,505 |
| 41 SHARES ALIBABA | $9,542 | $9,542 |
| 15 SHARES ALPHABET | $26,278 | $26,278 |
| 9 SHARES AMAZON | $29,312 | $29,312 |
| 55 SHARES AMGEN INC | $12,646 | $12,646 |
| 139 SHARES APPLE | $18,444 | $18,444 |
| 4313 SHARES ARK | $536,925 | $536,925 |
| 384 SHARES AT&T INC | $11,044 | $11,044 |
| 93 SHARES AUTODESK | $28,397 | $28,397 |
| 890 SHARES BOA | $26,976 | $26,976 |
| 88 SHARES BOSTONE SCIENTIFIC | $3,164 | $3,164 |
| 221 SHARES BRISTOL MYERS SQUIBB | $18,423 | $18,423 |
| 221 SHARES BROWN-FORMAN | $17,554 | $17,554 |
| 204 SHARES CHEVERON CORP | $17,228 | $17,228 |
| 60 SHARES CHUBB LTD | $9,235 | $9,235 |
| 61 SHARES CINTAS | $21,561 | $21,561 |
| 401 SHARES CISCO SYSTEMS INC | $17,945 | $17,945 |
| 193 SHARES COCA-COLA COMPANY | $10,584 | $10,584 |
| 40 SHARES COSTCO | $15,071 | $15,071 |
| 94 SHARES DANAHER | $20,881 | $20,881 |
| 26533.353 SHARES COHEN & STEERS PFD SECURITIES & INCOME CL I | $382,346 | $382,346 |
| 748 SHARES CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ETF | $120,263 | $120,263 |
| 20 SHARES DOALLAR GENL CORP | $4,206 | $4,206 |
| 52 SHARES DEXCOM | $19,225 | $19,225 |
| 220 SHARES EDWARDS LIFESCIENCES | $20,071 | $20,071 |
| 141 SHARES EMERSON ELECTRIC CO | $11,332 | $11,332 |
| 194 SHARES ELECTRONIC ARTS | $27,858 | $27,858 |
| 75 SHARES ESTEE LAUDER | $19,964 | $19,964 |
| 267 SHARES FORTIVE CORP | $18,909 | $18,909 |
| 302 SHARES GENPACT | $12,491 | $12,491 |
| 174 SHARES GENERAL MILLS INC | $10,231 | $10,231 |
| 407 SHARES GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | $8,632 | $8,632 |
| 885 SHARES GOLDMAN SACHS ACTIVEBETA US LARGE CAP EQUITY ETF | $66,986 | $66,986 |
| 64 SHARES HONEYWELL INTL INC | $13,613 | $13,613 |
| 411 SHARES INTEL CORP | $20,476 | $20,476 |
| 37 SHARES INTUITIVE | $30,270 | $30,270 |
| 65 SHARES INTUIT | $24,690 | $24,690 |
| 186 SHARES INVESCO EXCHANGE S&P 500 EQUAL WEIGHT ENERGY ETF | $10,559 | $10,559 |
| 1142 SHARES INVESCO QQQ ETF | $358,291 | $358,291 |
| 32 SHARES ISHARES 20+ YR TREASURY BOND ETF | $5,047 | $5,047 |
| 2514 SHARES ISHARES CORE MSCI EAFE ETF | $173,692 | $173,692 |
| 3479 SHARES ISHARES CORE MSCI EMERGING MARKETS ETF | $215,837 | $215,837 |
| 299 SHARES ISHARES CORE MSCI EUROPE | $15,333 | $15,333 |
| 39 SHARES ISHARES CORE S&P 500 ETF | $4,993 | $4,993 |
| 37 SHARES ISHARES EXPANDED TECH | $13,102 | $13,102 |
| 374 SHARES ISHARES MSCI EAFE GROWTH ETF | $37,740 | $37,740 |
| 157 SHARES ISHARES MSCI EAFE VALUE ETF | $7,410 | $7,410 |
| 915 SHARES ISHARES MSCI EAFE SMALL CAP ETF | $62,540 | $62,540 |
| 88 SHARES ISHARES TECHNOLOGY ETF | $7,487 | $7,487 |
| 76 SHARES ISHARES US FINANCIAL SERVICES ETF | $11,404 | $11,404 |
| 23 SHARES ISHARES US MEDICAL DEVICES ETF | $7,528 | $7,528 |
| 96 SHARES JOHNSON & JOHNSON | $15,108 | $15,108 |
| 281 SHARES JPMORGAN BETABUILDER JAPAN ETF | $7,868 | $7,868 |
| 190 SHARES JPMORGAN CHASE & CO | $24,143 | $24,143 |
| 153 SHARES JP MORGAN DIV RETURN | $8,906 | $8,906 |
| 791 SHARES KIMBERLY CLARK CORP | $11,865 | $11,865 |
| 791 SHARES KINDER MORGAN INC DE | $10,813 | $10,813 |
| 86 SHARES L3HARRIS | $16,256 | $16,256 |
| 285 SHARES LEGGETT & PLATT INC | $12,626 | $12,626 |
| 54 SHARES LOCKHEED MARTIN CORP | $19,169 | $19,169 |
| 32 SHARES LOWES | $5,136 | $5,136 |
| 42 SHARES LULUEMON | $14,617 | $14,617 |
| 78 SHARES M&T BANK CORP | $9,929 | $9,929 |
| 120 SHARES MATCH GROUP | $18,143 | $18,143 |
| 74 SHARES MASTERCARD | $26,414 | $26,414 |
| 81 SHARES MCDONALD CORP | $17,381 | $17,381 |
| 190 SHARES MERCK & COMPANY INC NEW | $15,542 | $15,542 |
| 253 SHARES MICROSOFT CORP | $56,272 | $56,272 |
| 116 SHARES NXP | $18,445 | $18,445 |
| 95 SHARES NORFOLK SOUTHERN CORP | $22,573 | $22,573 |
| 11 SHARES NORTHROP | $3,352 | $3,352 |
| 166 SHARES NUCOR CORP | $8,830 | $8,830 |
| 288 SHARES PFIZER INC | $10,601 | $10,601 |
| 133 SHARES PAYPAL | $31,149 | $31,149 |
| 128 SHARES PNC FINANCIAL SERVICES GROUP INC | $19,072 | $19,072 |
| 470 SHARES PPL CORP | $13,254 | $13,254 |
| 90 SHARES PROCTER & GAMBLE COMPANY | $12,523 | $12,523 |
| 35 SHARES PROGRESSIVE | $3,461 | $3,461 |
| 50 SHARES PROLOGIS INC | $4,983 | $4,983 |
| 95 SHARES QUALCOMM INC | $14,472 | $14,472 |
| 49 SHARES ROPER TECH | $21,123 | $21,123 |
| 73 SHARES SBA COM. | $20,595 | $20,595 |
| 1000 SHARES SECTOR ENERGY SELECCT SECTOR SPDR ETF | $37,900 | $37,900 |
| 4180 SHARES SECTOR FINANCIAL SELECT SECTOR SPDF ETF | $123,226 | $123,226 |
| 1352 SHARES SECTOR INDUSTRIAL SELECT SECTOR SPDR ETF | $119,720 | $119,720 |
| 1244 SHARES SECTOR TECH SELECT SECTOR SPDR ETF | $161,745 | $161,745 |
| 1788 SHARES SECTOR COM. SERVICE SELECT SECTOR SPDR ETF | $120,654 | $120,654 |
| 1066 SHARES SECTOR HEALTHCARE SELECT SECTOR SPDR ETF | $120,927 | $120,927 |
| 24 SHARES SERVICENOW | $13,210 | $13,210 |
| 32 SHARES SHERWIN WILLIAMS | $23,517 | $23,517 |
| 16 SHARES SHOPIFY | $18,111 | $18,111 |
| 51 SHARES STARBUCKS | $5,456 | $5,456 |
| 37 SHARES TARGET | $6,532 | $6,532 |
| 56 SHARES THERMO FISHER | $26,084 | $26,084 |
| 26 SHARES UNITED PARCEL SERVICE INC CLB | $4,378 | $4,378 |
| 11 SHARES UNITEDHEALTH | $3,857 | $3,857 |
| 568 SHAERS VANECK | $18,233 | $18,233 |
| 5563.088 SHARES VANGUARD EQUITY INCOME ADMIRAL CL | $441,320 | $441,320 |
| 16 SHARES VANGUARD INFORMATION TECHNOLOGY ETF | $5,661 | $5,661 |
| 268 SHARES VANGUARD ST CROP BOND ETF | $22,311 | $22,311 |
| 88 SHARES VANGUARD INTERMEDIATE TERM TREASURY INDEX ETF | $8,548 | $8,548 |
| 1119 SHARES VANGUARD MID CAP ETF | $231,376 | $231,376 |
| 1361 SHARES VANGUARD S&P 500 INDEX ETF | $467,762 | $467,762 |
| 800 SHARES VANGUARD SMALL CAP ETF | $155,744 | $155,744 |
| 553 SHARES VANGUARD TOTAL BOND MARKET EFT | $48,769 | $48,769 |
| 41 SHARES VIATRIS | $768 | $768 |
| 24 SHARES VISA | $5,250 | $5,250 |
| 115 SHARES WASTE MANAGEMENT | $13,562 | $13,562 |
| 174 SHARES WP CAREY INC | $12,281 | $12,281 |
| 120 SHARES WALMART | $17,298 | $17,298 |
| 146 SHARES ZOETIS | $24,164 | $24,164 |
| 5000 SHARES BLACKSTONE | $324,050 | $324,050 |
| 2000 SHARES LAM RESEARCH | $944,540 | $944,540 |
| 1000 SHARES MICROSOFT | $222,420 | $222,420 |
| 3000 SHARES NVIDIA CORP | $1,566,600 | $1,566,600 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYCHEX FEES | $1,222 | $611 | $306 |
| POSTAGE | $409 | $205 | $102 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER TRUIST INCOME | Desc |
| Revenue And Expenses Per Books | $79 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $79 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $79 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $740,395 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BB&T INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $43,521 | Amt |
| Net Investment Income | $43,521 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MR JOHN J LEAHY AND MRS GRACE V LEA | 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 | $833 | Amt |
| Net Investment Income | $833 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |