JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOHN MARIE AND JOSEPH WHALEN FOUNDATION INC (EIN 52-2256192)
- Tax period
- 2020-06-01 to 2021-05-31
- Filed
- 2021-09-29
- IRS object ID
- 202142729349100804
- 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
- Accounting Fees Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-29T08:41:48-07:00 | ReturnTs |
| Tax Period End | 2021-05-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141819005 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GABRIELE BOTTINI & ASSOCIATES LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 BRITISH AMERICAN BLVD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12110 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-06-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522256192 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN MARIE AND JOSEPH WHALEN | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 5182699464 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1302 | AddressLine1Txt |
| City | TROY | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12180 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP J WHALEN | PersonNm |
| Person Title | Director | PersonTitleTxt |
| Signature | 2021-09-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PHILIP J | PersonFirstNm |
| Person Last | WHALEN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE M KNAPEK CPA | PreparerPersonNm |
| PTIN | P00296383 | PTIN |
| Phone | 5184595222 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,061,624 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,312 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $42,696 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $42,696 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $42,696 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $76,147 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $76,147 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $76,147 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $709,001 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,156,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $709,001 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $709,001 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $829,156 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $827,844 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $827,844 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,455 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,228 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,227 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $46,804 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,004 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $800 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,951 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,062 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $1,889 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $703 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $702 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $74,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $14,618 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $337,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $337,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $411,615 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $351,618 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $417,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $767,847 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $827,844 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $158,303 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $288,251 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $288,251 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,038,509 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,638,391 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,641,679 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,308,578 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,300,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,621,153 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $791,158 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $486,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $510,541 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,187 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,187 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $5,296,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,714,089 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,061,624 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $5,296,548 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,714,089 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,296,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,714,089 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,296,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,714,089 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,296,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $417,541 | ExcessRevenueOverExpensesAmt |
| Subtotal | $5,714,089 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $5,714,089 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF EQUITIES | P | $5,154,799 | $4,447,632 | $707,167 | $707,167 |
| CASH IN LIEU | P | $1,834 | $1,834 | $1,834 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $709,001 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $709,001 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,673 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10,673 | SubtotalAmt |
| Tax Based On Investment Income | $10,673 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,840 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,840 | TotalPaymentsAndCreditsAmt |
| Tax Due | $7,833 | 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 | MD | OrgReportOrRegisterStateCd |
| Org Report Or Register State | NY | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SISTER SERENA THOMPSON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5182725111 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 385 WATERVLIET SHAKER ROAD | AddressLine1Txt |
| City | LATHAM | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 12208 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SISTER SERENA THOMPSON | ||||||
| 385 WATERVLIET SHAKER ROAD | LATHAM | NY | 12208 | Sec/Treasurer | 1.00 | $2,000 |
| JENNA WHALEN | ||||||
| 385 WATERVLIET SHAKER ROAD | LATHAM | NY | 12110 | Director | 1.00 | $2,000 |
| FATHER KENNETH DOYLE | ||||||
| 385 WATERVLIET SHAKER ROAD | LATHAM | NY | 12208 | Vice Chairman | 1.00 | $2,000 |
| BISHOP HOWARD HUBBARD | ||||||
| 385 WATERVLIET SHAKER ROAD | LATHAM | NY | 12208 | Director | 1.00 | $2,000 |
| SISTER LAUREN VANDERMARK | ||||||
| 385 WATERVLIET-SHAKER ROAD | LATHAM | NY | 12208 | Director | 1.00 | $2,000 |
| PHILIP J WHALEN | ||||||
| 385 WATERVLIET SHAKER ROAD | LATHAM | NY | 12208 | Chairman | 1.00 | $2,000 |
| RENEE ADAMANY | ||||||
| 385 WATERVLIET SHAKER ROAD | LATHAM | NY | 12208 | Director | 1.00 | $2,000 |
| ELIZABETH SIMCOE | ||||||
| 385 WATERVLIET SHAKER ROAD | LATHAM | NY | 12208 | Director | 1.00 | $2,000 |
| MARY P WHALEN | ||||||
| 385 WATERVLIET SHAKER ROAD | LATHAM | NY | 12208 | Director | 1.00 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,314,942 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $275,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,590,815 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,590,815 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $98,862 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,491,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $324,598 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $324,598 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,673 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,673 | TotalTaxAmt |
| Distributable Before Adj | $313,925 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $313,925 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $313,925 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $351,618 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $351,618 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $351,618 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $313,925 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $23,190 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,863 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $25,053 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $351,618 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $313,925 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,693 | RemainingDistriFromCorpusAmt |
| Total Corpus | $62,746 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $62,746 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $23,190 | ExcessFromYear2Amt |
| Excess From Year1 | $1,863 | ExcessFromYear1Amt |
| Excess From Current Year | $37,693 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| SISTERS OF ST JOSEPH | |||||
| 10777 SUNSET OFFICE DRIVE SUITE 10 | ST LOUIS | MO | 63127 | Renovation of a portion of St. Josephs Provincial House to enable cooperation with St. Peters Health Care Partners. The renovated area will be rented to the Eddy PACE Program. This collaboration will allow infirm sisters to receive medical services and allow the offering of similar services to persons in our area who are eligible. | $250,000 |
| FAMILY PROMISE OF THE CAPITAL REGIO | |||||
| 738 NEW SCOTLAND AVENUE | ALBANY | NY | 12208 | Support of the Program Services Project, the backbone of FPCRs model of care, and essential to attaining the ultimate goal of decreasing the number of homeless and chronically homeless families in the Capital Region. The funding will support Case Management Services. | $40,000 |
| BLESSED SACRAMENT SCHOOL | |||||
| 605 CENTRAL AVENUE | ALBANY | NY | 12206 | To recruit, appoint and orient a part-time Director of Advancement and purchase of needed equipment including Raisers Edge a donor management and fundraising software. | $47,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $337,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,696 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76,147 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $709,001 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION PROCEEDS | Desc |
| Exclusion | 14 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $827,844 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $827,844 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $4,455 | Amt |
| Net Investment Income | $2,228 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,227 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Miscellaneous | CategoryOrItemTxt |
| Cost Or Other Basis | $2,187 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,187 | AccumulatedDepreciationAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $240 | $120 | $120 |
| INSURANCE | $915 | $458 | $457 |
| NYS FILING FEES | $250 | $125 | $125 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTANTS | $800 | $0 | $0 | $800 |
| INVESTMENT MGMT FEES | $46,004 | $46,004 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| FEDERAL TAX | $1,889 | $1,889 | |
| FOREIGN TAX | $2,062 | $2,062 |