JOSEPH AND ALBERTA MURPHY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPH AND ALBERTA MURPHY FOUNDATION (EIN 65-6373326)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202503219349109130
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T21:11:56-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113037252 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Martha E Vail CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 39 Ronkonkoma Blvd | AddressLine1Txt |
| City | Centereach | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 656373326 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSEPH AND ALBERTA MURPHY CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL NICKLER | InCareOfNm |
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5612713180 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HIGHWAY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NICKLER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 5612713180 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTHA E VAIL | PreparerPersonNm |
| PTIN | P00075420 | PTIN |
| Phone | 6316985203 | PhoneNum |
| Preparation | 2025-11-17 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $199,766 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $6,422 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $6,422 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,555 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $79,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,555 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $104 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $125 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $125 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $31,108 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,108 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $104 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $5,160 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $2,580 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,580 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,550 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,001 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,001 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $425 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $166 | TaxesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $9,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,297 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,130 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $89,686 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,297 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $84,130 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$58,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,811 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $104 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,490 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $12,427 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $12,427 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $202,378 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $148,339 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $187,339 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $415 | OtherAssetsBOYAmt |
| Total Assets BOY | $212,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $160,766 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $199,766 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| No Donor Rstr Net Assests BOY | $212,283 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $160,766 | NoDonorRstrNetAssestsEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $895,825 | CapitalStockBOYAmt |
| Capital Stock EOY | $895,825 | CapitalStockEOYAmt |
| Retained Earning BOY | -$683,542 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$735,059 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $212,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $160,766 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $212,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $160,766 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $212,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$58,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,061 | OtherIncreasesAmt |
| Subtotal | $160,766 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $160,766 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GNS DISTRIB-MORGAN STANLEY | P | 2023-01-01 | 2024-12-31 | $376 | $376 | $376 | |
| CAPITAL GNS DISTRIB-AMERIPR-3354 | P | 2023-12-01 | 2024-12-31 | $9,166 | $9,166 | $9,166 | |
| DELAWARE EMERGING MKTS INST | P | 2015-02-27 | 2024-01-22 | $5,000 | $1,005 | $1,005 | $3,995 |
| FIRST EAGLE GOLD I | P | 2018-12-27 | 2024-01-22 | $5,000 | $1,785 | $1,785 | $3,215 |
| MFS GRWTH I | P | 2016-08-17 | 2024-01-22 | $5,000 | $2,800 | $2,800 | $2,200 |
| INVESCO INTL GRWTH I | P | 2015-02-10 | 2024-01-22 | $5,000 | -$175 | -$175 | $5,175 |
| PIONEER FUNDAMENTAL GRWTH Y | P | 2016-12-19 | 2024-01-09 | $2,000 | $759 | $759 | $1,241 |
| FRANKLIN SM CAP VALUE ADV | P | 2006-02-03 | 2024-01-22 | $7,000 | $1,463 | $1,463 | $5,537 |
| INVESCO GRWTH & INCOME Y | P | 2010-03-02 | 2024-01-22 | $5,000 | $644 | $644 | $4,356 |
| LORD ABBETT DEV GRWTH I | P | 2010-03-02 | 2024-01-22 | $7,000 | $1,321 | $1,321 | $5,679 |
| AMERIPRISE ST COVERED | P | 2023-12-18 | 2024-08-19 | $549 | $104 | $104 | $445 |
| AMERIPRISE LT COVERED | P | 2022-12-16 | 2024-12-31 | $22,800 | $4,003 | $4,003 | $18,797 |
| INVESCO GRW INCM Y | P | 2010-03-02 | 2024-08-19 | $5,909 | $1,304 | $1,304 | $4,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,555 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $104 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $359 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $359 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $459 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $459 | TotalPaymentsAndCreditsAmt |
| Overpayment | $100 | OverpaymentAmt |
| Applied To ES Tax | $100 | 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 |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | FL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | MICHAEL NICKLER | IndividualWithBooksNm |
| Phone | 5612713180 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HIGHWAY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL NICKLER | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 S HIGHWAY A1A | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.50 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $229,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $19,769 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $248,964 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $248,964 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,734 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $245,230 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $12,262 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $12,262 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $359 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $359 | TotalTaxAmt |
| Distributable Before Adj | $11,903 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $11,903 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $11,903 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $84,130 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $84,130 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,903 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $18,062 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $50,663 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $67,847 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $75,368 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $72,144 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $284,084 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $84,130 | QualifyingDistributionsAmt |
| Applied To Current Year | $11,903 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $72,227 | RemainingDistriFromCorpusAmt |
| Total Corpus | $356,311 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $18,062 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $338,249 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $50,663 | ExcessFromYear4Amt |
| Excess From Year3 | $67,847 | ExcessFromYear3Amt |
| Excess From Year2 | $75,368 | ExcessFromYear2Amt |
| Excess From Year1 | $72,144 | ExcessFromYear1Amt |
| Excess From Current Year | $72,227 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL NICKLER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9205 SOUTH HIGHWAY AIA | AddressLine1Txt |
| City | MELBOURNE BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32951 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5616915452 | RecipientPhoneNum |
| Recipient Email Address | EKAYNICK@BELLSOUTH.NET | RecipientEmailAddressTxt |
| Form And Info And Materials | BY LETTER STATING REASON FOR REQUEST AND ORGANIZATION'S BACKGROUND | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FOOD FOR THE POOR | |||||||
| 6401 LYONS ROAD | POMPANO BEACH | FL | 33073 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| ST ATHANASIUS | |||||||
| 2154 61ST ST | BROOKLYN | NY | 11204 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| MEN OF MELCHIZEDEK | |||||||
| 2050 S CEDAR ST STE 330 | IMLAY CITY | MI | 48444 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $7,500 |
| ST PAUL CENTER | |||||||
| 1468 PARKVIEW | STEUBENVILLE | OH | 43952 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| CATHOLIC CHARITIES | |||||||
| 1819 N SEMORAN BLVD | ORLANDO | FL | 32807 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| CARDINAL NEWMAN | |||||||
| 512 SPENCER DRIVE | WEST PALM BEACH | FL | 33409 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| STUDENTS FOR LIFE | |||||||
| 1000 WINCHESTER ST STE 301 | FREDERICKSBURG | VA | 22401 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| AVE MARIA UNIVERSITY | |||||||
| 5050 AVE MARIA BLVD | AVE MARIA | FL | 34142 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| CATHOLICS COME HOME | |||||||
| PO BOX 1802 | ROSWELL | GA | 30077 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| COVENANT HOUSE | |||||||
| PO BOX 39282 | FORT LAUDERDALE | FL | 33339 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| DOMINICAN SISTERS OF MARY | |||||||
| 4101 EAST JOY ROAD | ANN ARBOR | MI | 48105 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| HABITAT FOR CHILDRENS MINISTRY | |||||||
| PO BOX 1195 | WEST PALM BEACH | FL | 33402 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $5,000 |
| HUMMERZINE PREGNANCY TEAM | |||||||
| 2612 FIELDBROOKE WAY | EDGEWATER | FL | 32141 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,000 |
| ST VINCENT DEPAUL REGIONAL SEMINARY | |||||||
| 10701 SOUTH MILITARY TRAIL | BOYNTON BEACH | FL | 33436 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $10,000 |
| BELLA HEALTH WELLNESS | |||||||
| 180 EX HAMPDEN AVE | ENGLEWOOD | CO | 80113 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| FEED THE CHILDREN | |||||||
| PO BOX 61 | OKLAHOMA CITY | OK | 73101 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $1,500 |
| DISCALCED CARMELITE NUNS | |||||||
| 1931 JEFFERSON ROAD | PITTSFORD | NY | 14534 | NONE | PC | UNRESTRICTED CHARITABLE DONATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,000 | 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 | $6 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,422 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,555 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,983 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,983 | 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 FEES | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $1,550 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,550 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EXCHANGE TRADED & CLOSED-END FUNDS | $82,532 | $87,017 |
| MUTUAL FUNDSS | $65,807 | $100,322 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDENDS RECEIVABLE | Desc |
| BOY Book Value | $415 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AMERIPRISE 3381 | Desc |
| Revenue And Expenses Per Books | $125 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $125 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJ DUE TO CHANGE IN CUSTODIA | Desc |
| Amt | $7,061 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISORY FEES-MORGAN STANLEY | $976 | $976 | $0 | $0 |
| MISC FEES-AMERIPRISE | $25 | $25 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES -MORGAN STANLEY | $26 | $26 | $0 | $0 |
| FOREIGN TAXES - AMERIPRISE | $140 | $140 | $0 | $0 |
| FEDERAL EXCISE TAX | $259 | $0 | $0 | $0 |