THERESA AND EDWARD OTOOLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THERESA AND EDWARD OTOOLE FOUNDATION (EIN 13-6350175)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-10
- IRS object ID
- 202533149349101203
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T10:01:34-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136350175 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THERESA & EDWARD O'TOOLE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | THER | BusinessNameControlTxt |
| Phone | 2129226636 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL STAGIS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 2129226636 | PhoneNum |
| Signature | 2025-09-17 | 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 | DANIEL WALTMAN | PreparerPersonNm |
| PTIN | P01233408 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-09-17 | 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 | $97,618,476 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $3,833,896 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,787,176 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $806,564 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $806,564 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $806,564 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $4,640,460 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,593,740 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $815,176 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $407,588 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $407,588 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $39,507 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,500 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $856,183 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $407,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $409,088 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,800,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,800,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,656,183 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $407,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,209,088 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,015,723 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,186,152 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,581,909 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,567,521 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,567,521 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $56,214,642 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $56,168,120 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $96,050,955 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $58,796,551 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,735,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $97,618,476 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $58,796,551 | CapitalStockBOYAmt |
| Capital Stock EOY | $57,735,641 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $58,796,551 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $57,735,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $58,796,551 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $57,735,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $58,796,551 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,015,723 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,335 | OtherIncreasesAmt |
| Subtotal | $57,782,163 | SubtotalAmt |
| Other Decreases | $46,522 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $57,735,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $806,564 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $806,564 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $58,188 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $58,188 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $58,188 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $46,656 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $46,656 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $11,532 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 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 | BNY MELLON NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2129226636 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 185 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152300185 | 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 |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| BERT DEGHERI | ||||||
| 322 KAREN AVENUE 2903 | LAS VEGAS | NV | 89109 | CO-TRUSTEE | 2 | $234,429 |
| BNY MELLON N A | ||||||
| PO BOX 185 | PITTSBURGH | PA | 15230 | TRUSTEE | 1 | $580,747 |
| 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 |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $95,294,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,103,959 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,398,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,398,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,475,972 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $96,922,134 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,846,107 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,846,107 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $58,188 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $58,188 | TotalTaxAmt |
| Distributable Before Adj | $4,787,919 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,787,919 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,787,919 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,209,088 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $5,209,088 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,787,919 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,163,307 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,209,088 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,163,307 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,045,781 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $742,138 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (58 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CATHOLIC CHARITIES BUREAU INC | |||||||
| 134 E CHURCH ST | JACKSONVILLE | FL | 32202 | NONE | PC | GENERAL OPERATING | $150,000 |
| SISTERS OF ST FRANCES | |||||||
| 960 JAMES ST SECOND FLOOR | SYRACUSE | NY | 13203 | NONE | PC | GENERAL OPERATING | $100,000 |
| ST JOSEPH'S SENIOR HOME | |||||||
| 3 ST JOSEPHS TERRACE | WOODBRIDGE | NJ | 07095 | NONE | PC | GENERAL OPERATING | $50,000 |
| PROVIDENCE REST HOME | |||||||
| 3304 WATERBURY AVE | THE BRONX | NY | 10465 | NONE | PC | GENERAL OPERATING | $120,000 |
| SISTERS OF ST DOMINIC OF BLAUVELT NY | |||||||
| 496 WESTERN HWY S | BLAUVELT | NY | 10913 | NONE | PC | GENERAL OPERATING | $15,000 |
| GOOD SHEPHERD HOSPICE | |||||||
| 110 BI COUNTY BLVD 114 | FARMINGDALE | NY | 11735 | NONE | PC | GENERAL OPERATING | $75,000 |
| LSA FAMILY HEALTH SERVICE | |||||||
| 333 E 115TH ST | NEW YORK | NY | 10029 | NONE | PC | GENERAL OPERATING | $40,000 |
| CROSS ROAD FOUNDATION | |||||||
| 6901 LYNN WAY | PITTSBURGH | PA | 15208 | NONE | PC | GENERAL OPERATING | $20,000 |
| ST ELIZABETH SETON CHILDRENS FOUNDATION | |||||||
| 300 CORPORATE BLVD S | YONKERS | NY | 10701 | NONE | PC | GENERAL OPERATING | $45,000 |
| SISTERS OF THE PRESENTATION OF THE | |||||||
| 2360 CARTER ROAD | DUBUQUE | IA | 52001 | NONE | PC | GENERAL OPERATING | $25,000 |
| HOME FOR THE AGED LITTLE SISTERS OF THE | |||||||
| 1028 BENTON AVE | PITTSBURGH | PA | 15212 | NONE | PC | GENERAL OPERATING | $25,000 |
| ROSARY HILL HOME | |||||||
| C/O BNY MELLON NA | HAWTHORNE | NY | 10532 | NONE | PC | GENERAL OPERATING | $120,000 |
| ST IGNATIUS SCHOOL | |||||||
| C/O BNY MELLON NA | BRONX | NY | 10474 | NONE | PC | GENERAL OPERATING | $25,000 |
| MYSTICAL HUMANITY OF CHRIST | |||||||
| C/O BNY MELLON NA | SAN MATEO | CA | 94403 | NONE | PC | GENERAL OPERATING | $500,000 |
| CENTRAL CATHOLIC HIGH SCHOOL | |||||||
| 4720 FIFTH AVE | PITTSBURGH | PA | 15213 | NONE | PC | GENERAL OPERATING | $25,000 |
| CARDINAL MCCLOSKEY COMMUNITY SERVICES | |||||||
| 115 E STEVENS AVE SUITE LL5 | VALHALLA | NY | 10595 | NONE | PC | GENERAL OPERATING | $50,000 |
| FONTBONNE HALL ACADEMY | |||||||
| 9901 SHORE RD | BROOKLYN | NY | 11209 | NONE | PC | GENERAL OPERATING | $35,000 |
| COMM FOR MISSION RESP OF ARCHDIOCESE NY | |||||||
| 1011 FIRST AVE FL 7 | NEW YORK | NY | 10022 | NONE | PC | GENERAL OPERATING | $220,000 |
| THE EPIPHANY SCHOOL | |||||||
| 234 EAST 22ND ST | NEW YORK | NY | 10010 | NONE | PC | GENERAL OPERATING | $25,000 |
| CATHOLIC RELIEF SERVICES | |||||||
| PO BOX 5278 | TIPTON | IA | 527720517 | NONE | PC | GENERAL OPERATING | $150,000 |
| ACADEMY OF ST JOSEPH | |||||||
| 111 WASHINGTON PLACE | NEW YORK | NY | 10014 | NONE | PC | GENERAL OPERATING | $25,000 |
| SOCIETY OF ST VINCENT DE PAUL LOS ANGEL | |||||||
| 210 NORTH AVENUE 21 | LOS ANGELES | CA | 90031 | NONE | PC | GENERAL OPERATING | $150,000 |
| MUSTARD SEED COMMUNITIES | |||||||
| 29 JANES AVE | MEDFIELD | MA | 02052 | NONE | PC | GENERAL OPERATING | $125,000 |
| DON BOSCO CRISTO REY HIGH SCHOOL MD | |||||||
| 1010 LARCH AVE | TAKOMA PARK | MD | 20912 | NONE | PC | GENERAL OPERATING | $50,000 |
| SISTERS OF ST DOMINIC OF AMITYVILLE | |||||||
| 555 ALBANY AVE | AMITYVILLE | NY | 117011115 | NONE | PC | GENERAL OPERATING | $50,000 |
| CATHOLIC FAITH NETWORK | |||||||
| 1200 GLENN CURTIS BLVD | UNIONDALE | NY | 11553 | NONE | PC | GENERAL OPERATING | $25,000 |
| SISTERS OF CHAIRTY OF ST VINCENT DE PAUL | |||||||
| 6301 RIVERDALE AVE | BRONX | NY | 10471 | NONE | PC | GENERAL OPERATING | $25,000 |
| ACADEMY OF MT ST URSULA | |||||||
| 330 BEDFORD PARK BLVD | BRONX | NY | 10458 | NONE | PC | GENERAL OPERATING | $50,000 |
| ST PETER'S BOYS HIGH SCHOOL | |||||||
| 204 HAWTHORNE AVE | YONKERS | NY | 10705 | NONE | PC | GENERAL OPERATING | $50,000 |
| COVENANT HOUSE | |||||||
| 5 PENN PLAZA | NEW YORK | NY | 100011810 | NONE | PC | GENERAL OPERATING | $25,000 |
| NAZARETH HOUSING | |||||||
| 519 EAST 11TH ST | NEW YORK | NY | 100094689 | NONE | PC | GENERAL OPERATING | $20,000 |
| ST CHRISTOPHER'S INN | |||||||
| 21 FRANCISCAN WAY | GARRISON | NY | 10524 | NONE | PC | GENERAL OPERATING | $80,000 |
| XAVIER SOCIETY FOR THE BLIND | |||||||
| 248 W 35TH ST RM 1502 | NEW YORK | NY | 100012583 | NONE | PC | GENERAL OPERATING | $120,000 |
| OUR LADY OF HOPE | |||||||
| 18 GREENWOOD PL | BUFFALO | NY | 14213 | NONE | PC | GENERAL OPERATING | $25,000 |
| PASSIONISTS INTERNATIONAL | |||||||
| 80 DAVID ST | SOUTH RIVER | NJ | 08882 | NONE | PC | GENERAL OPERATING | $25,000 |
| ST JOSEPH CONVENT | |||||||
| 126 44TH ST | SEA ISLE CITY | NJ | 08243 | NONE | PC | GENERAL OPERATING | $50,000 |
| ARCHDIOCESE OF NEWARK | |||||||
| 171 CLIFTON AVE | NEWARK | NJ | 07104 | NONE | PC | GENERAL OPERATING | $50,000 |
| SAINT PETERS UNIVERSITY | |||||||
| 2641 JOHN F KENNEDY BLVD | JERSEY CITY | NJ | 073065943 | NONE | PC | GENERAL OPERATING | $130,000 |
| LACORDAIRE ACADEMY | |||||||
| 155 LORRAINE AVE | UPR MONTCLAIR | NJ | 070431912 | NONE | PC | GENERAL OPERATING | $30,000 |
| TRINITAS FOUNDATION | |||||||
| CO CORP FINANCE 2 CRESCENT PLACE | OCEANPORT | NJ | 077570000 | NONE | PC | GENERAL OPERATING | $15,000 |
| ST ANN'S MONASTERY AND SHRINE BASILICA | |||||||
| 1233 ST ANN ST | SCRANTON | PA | 18504 | NONE | PC | GENERAL OPERATING | $30,000 |
| CATHEDRAL HIGH SCHOOL | |||||||
| 116 E 97TH ST | NEW YORK | NY | 10029 | NONE | PC | GENERAL OPERATING | $25,000 |
| PURDUE UNIVERSITY | |||||||
| 17746 COUNTY ROAD 34 STE E | GOSHEN | IN | 465289202 | NONE | PC | GENERAL OPERATING | $40,000 |
| ACADEMY OF ST JOSPEH OF THE PALISADES | |||||||
| 6408 PALISADES AVE | WEST NEW YORK | NJ | 07093 | NONE | PC | GENERAL OPERATING | $25,000 |
| ST DOMINICS FAMILY SERVICES | |||||||
| C/O BNY MELLON NA | THE BRONX | NY | 10459 | NONE | PC | GENERAL OPERATING | $50,000 |
| CAPUCHIN FRANCISCANS WESTERN AMERICA | |||||||
| 3553 WYANDOT STQ | DENVER | CO | 80211 | NONE | PC | GENERAL OPERATING | $50,000 |
| CRISTO REY BOSTON HIGH SCHOOL | |||||||
| 100 SAVIN HILL AVE | DORCHESTER | MA | 021251431 | NONE | PC | GENERAL OPERATING | $90,000 |
| RISE UP INDUSTRIES | |||||||
| 8530 ROLAND ACRES DR | SANTEE | CA | 920714454 | NONE | PC | GENERAL OPERATING | $50,000 |
| MT CARMEL - STS BENEDICTA & MARY | |||||||
| 1265 CASTLETON AVE | STATEN ISLAND | NY | 10310 | NONE | PC | GENERAL OPERATING | $25,000 |
| FR CAPODANNO CATHOLIC ACADEMY | |||||||
| 100 JEROME AVENUE | STATEN ISLAND | NY | 10305 | NONE | PC | GENERAL OPERATING | $25,000 |
| ALL CATHOLIC STUDIOS | |||||||
| 14466 OAK PLACE | SARATOGA | CA | 950700000 | NONE | PC | GENERAL OPERATING | $300,000 |
| CARMEL OF JESUS MARY JOSEPH | |||||||
| 327 WATER ST | FAIRFIELD | PA | 17320 | NONE | PC | GENERAL OPERATING | $250,000 |
| TOMORROWS HOPE | |||||||
| 5026 93RD AVE N | BROOKLYN PARK | MN | 554431993 | NONE | PC | GENERAL OPERATING | $25,000 |
| ST PATRICKS SEMINARY | |||||||
| 320 MIDDLEFIELD RD | MENLO PARK | CA | 940253563 | NONE | PC | GENERAL OPERATING | $160,000 |
| FRANCISCAN SCHOOL OF THEOLOGY | |||||||
| 5998 ALCALA PARK FRNT | SAN DIEGO | CA | 921102476 | NONE | PC | GENERAL OPERATING | $100,000 |
| JUNIPERO SERRO HIGH SCHOOL | |||||||
| 14830 VAN NESS AVE | GARDENA | CA | 90249 | NONE | PC | GENERAL OPERATING | $55,000 |
| UNIVERSITY OF SAN DIEGO | |||||||
| 5998 ALCALA PARK | SAN DIEGO | CA | 921108001 | NONE | PC | GENERAL OPERATING | $500,000 |
| BENEDICTINE SISTERS OF ERIE | |||||||
| 6101 E LAKE RD | ERIE | PA | 16511 | NONE | PC | GENERAL OPERATING | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,800,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,833,896 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $806,564 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $4,640,460 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,640,460 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (40 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 747525103 QUALCOMM INC | AT COST | $527,406 | $1,592,600 |
| 756109104 REALTY INCOME CORP | AT COST | $1,479,343 | $1,728,300 |
| 93933WAA4 WASHINGTON MUTUAL BA | AT COST | $307,488 | $57 |
| 173080201 CITIGROUP CAPITAL XI | AT COST | $1,781,621 | $1,912,300 |
| 166764100 CHEVRON CORPORATION | AT COST | $2,519,603 | $4,295,700 |
| 580135101 MC DONALDS CORPORATI | AT COST | $612,174 | $1,460,850 |
| 46284V101 IRON MOUNTAIN INC | AT COST | $1,596,811 | $5,128,500 |
| 594918104 MICROSOFT CORP COM | AT COST | $519,478 | $4,974,100 |
| 717081103 PFIZER INC COM | AT COST | $1,542,976 | $1,090,800 |
| 842587107 SOUTHERN COMPANY | AT COST | $1,449,475 | $2,754,900 |
| 87612E106 TARGET CORP | AT COST | $578,028 | $986,500 |
| 91913Y100 VALERO ENERGY CORP N | AT COST | $1,789,867 | $4,032,600 |
| 30231G102 EXXON MOBIL CORP | AT COST | $2,571,582 | $5,390,000 |
| 437076102 HOME DEPOT INC | AT COST | $683,027 | $1,833,200 |
| 61762V200 MORGAN STANLEY PFD | AT COST | $1,829,797 | $1,639,950 |
| 742718109 PROCTER & GAMBLE CO | AT COST | $403,654 | $796,600 |
| 92343V104 VERIZON COMMUNICATIO | AT COST | $2,261,514 | $2,163,500 |
| 58933Y105 MERCK & CO INC | AT COST | $1,292,917 | $1,583,200 |
| 037833100 APPLE INC | AT COST | $863,224 | $4,103,400 |
| 524ESC9Q5 LEHMAN BRTH HLD ESCR | AT COST | $398 | |
| 85571B105 STARWOOD PROPERTY TR | AT COST | $2,030,209 | $2,007,000 |
| 26441C204 DUKE ENERGY CORP NEW | AT COST | $1,563,080 | $2,360,000 |
| 459200101 INTERNATIONAL BUSINE | AT COST | $2,709,431 | $5,895,600 |
| 70931T103 PENNYMAC MORTGAGE IN | AT COST | $1,122,973 | $1,286,000 |
| 191216100 COCA - COLA CO | AT COST | $859,312 | $1,415,000 |
| 00206R102 AT&T INC | AT COST | $2,374,382 | $2,894,000 |
| 00287Y109 ABBVIE INC | AT COST | $2,262,342 | $5,568,600 |
| 59156R108 METLIFE INC | AT COST | $1,099,375 | $2,412,600 |
| 09260D107 BLACKSTONE GROUP INC | AT COST | $813,512 | $2,243,700 |
| 46625H100 J P MORGAN CHASE & C | AT COST | $1,539,653 | $4,348,650 |
| 460146103 INTERNATIONAL PAPER | AT COST | $1,010,852 | $1,404,900 |
| 911312106 UNITED PARCEL SVC IN | AT COST | $952,963 | $1,009,400 |
| 260557103 DOW INC. | AT COST | $1,500,574 | $794,400 |
| 126650100 CVS CORP | AT COST | $290,941 | $344,900 |
| 49456B101 KINDER MORGAN HOLDCO | AT COST | $1,376,509 | $2,940,000 |
| 969457100 WILLIAMS CO INC | AT COST | $1,139,619 | $2,512,400 |
| 828806109 SIMON PPTY GROUP INC | AT COST | $2,450,925 | $3,215,200 |
| 02209S103 ALTRIA GROUP INC | AT COST | $3,232,339 | $3,810,950 |
| 25179M103 DEVON ENERGY CORPORA | AT COST | $2,454,611 | $1,272,400 |
| 25746U109 DOMINION RES INC VA | AT COST | $774,533 | $847,800 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PY RETURN OF CAPITAL ADJUSTMENT | $46,521 |
| ROUNDING | $1 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STATE INCOME TAXES - PRINCIPAL | Desc |
| Revenue And Expenses Per Books | $1,500 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,500 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING ADJ | Desc |
| Amt | $1,335 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL ESTIMATES - PRINCIPAL | CategoryTxt |
| Amt | $39,507 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |