-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
08-01-2019
, and ending
07-31-2020
Name of foundation
JAMES J CAPONE CHARITABLE FOUNDATI
C/O LISA TROY TRUSTEE
Number and street (or P.O. box number if mail is not delivered to street address)
27 TALL TIMBERS DRIVE
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FARMINGTON
,
CT
06032
A Employer identification number
26-1500381
B
Telephone number (see instructions)
(860) 558-5756
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
10,805,276
J
Accounting method:
Cash
Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)
Part I
Analysis of Revenue and Expenses
(The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)
(a)
Revenue and
expenses per
books
(b)
Net investment
income
(c)
Adjusted net
income
(d)
Disbursements
for charitable
purposes
(cash basis only)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
242
242
4
Dividends and interest from securities
...
190,221
190,221
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
597,982
b
Gross sales price for all assets on line 6a
1,310,056
7
Capital gain net income (from Part IV, line 2)
...
597,982
8
Net short-term capital gain
.........
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
1,500
1,500
12
Total.
Add lines 1 through 11
........
789,945
788,445
1,500
13
Compensation of officers, directors, trustees, etc.
194,430
194,430
194,430
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
4,917
4,917
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
199,347
194,430
199,347
0
25
Contributions, gifts, grants paid
.......
467,480
467,480
26
Total expenses and disbursements.
Add lines 24 and 25
666,827
194,430
199,347
467,480
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
123,118
b
Net investment income
(if negative, enter -0-)
594,015
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
Page
2
Part II
Balance Sheets
Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year
End of year
(a)
Book Value
(b)
Book Value
(c)
Fair Market Value
1
Cash—non-interest-bearing
.............
66,883
245,997
245,997
2
Savings and temporary cash investments
.........
3
Accounts receivable
5,241
Less: allowance for doubtful accounts
4,863
5,241
5,241
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
8,938,368
10,437,577
10,437,577
c
Investments—corporate bonds (attach schedule)
.......
131,241
109,651
109,651
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
6,810
6,810
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
9,141,355
10,805,276
10,805,276
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
425,566
467,480
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
6,240
13,050
23
Total liabilities
(add lines 17 through 22)
.........
431,806
480,530
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
8,709,549
10,324,746
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
8,709,549
10,324,746
30
Total liabilities and net assets/fund balances
(see instructions)
.
9,141,355
10,805,276
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return)
...............
1
8,709,549
2
Enter amount from Part I, line 27a
.....................
2
123,118
3
Other increases not included in line 2 (itemize)
3
1,492,079
4
Add lines 1, 2, and 3
..........................
4
10,324,746
5
Decreases not included in line 2 (itemize)
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
10,324,746
Form
990-PF
(2019)
Form 990-PF (2019)
Page
3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a)
List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a
B&G FOODS INC
P
2018-03-07
2019-08-13
b
VARIAN MEDICAL SYSTEM
P
2014-06-23
2019-08-16
c
MICROSOFT CORP
P
2014-06-23
2020-04-16
d
BARCLAYS PLC
P
2016-12-20
2019-08-13
e
WYNN RESORTS
P
2014-05-23
2019-08-16
CONOCOPHILLIPS
P
2014-06-23
2020-04-17
CHECK PT SOFTWARE
P
2014-06-23
2019-08-13
WYNN RESORTS
P
2017-03-20
2019-08-16
UNDER ARMOUR
P
2014-06-23
2019-09-05
GENERAL ELECTRONICS
P
2014-06-23
2019-08-13
LILLY ELI & CO
P
2014-06-23
2019-09-05
KONTOOR BRANDS INC
P
2014-06-23
2019-08-13
ORACLE CORP
P
2014-06-23
2019-09-05
KONTOOR BRANDS INC
P
2017-03-20
2019-08-13
UNDER ARMOUR INC
P
2014-06-23
2019-09-05
MARATHON PETE CORP
P
2014-06-23
2019-08-13
CELGENE CORP
P
2014-06-23
2019-11-21
OCCIDENTAL PETROL CO
P
2014-06-23
2019-08-13
ALNYLAM PHARMACEUTL
P
2014-06-23
2020-02-25
BIOMARIN PHARMACEUTL
P
2014-06-23
2019-08-16
LAZARD LTD
P
2016-11-25
2020-02-25
CUMMINS INC
P
2014-06-23
2019-08-16
LAZARD LTD
P
2016-11-25
2020-03-05
GUESS INC
P
2016-11-25
2019-08-16
MICROSOFT CORP
P
2014-06-23
2020-03-10
GUESS INC
P
2017-03-20
2019-08-16
BRISTOL-MYERS SQUIBB
P
2019-11-21
2020-04-20
JACOBS ENGINEERING
P
2014-06-23
2019-08-16
BRISTOL-MYERS SQUIBB
P
2019-11-21
2020-04-20
NOVARTIS AG
P
2014-06-23
2019-08-16
OTIS WORLDWIDE CORP
P
2014-06-23
2020-04-03
RESIDEO TECHNOLOGIES INC
P
2014-06-23
2019-08-16
RAYTHEON TECHNOLOGIES CO
P
2014-06-23
2020-04-06
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
18,905
29,000
-10,095
b
10,792
7,437
3,355
c
527,988
125,535
402,453
d
20,335
33,510
-13,175
e
5,207
9,966
-4,759
6,396
17,190
-10,794
10,951
6,739
4,212
15,621
16,500
-879
7,041
7,041
35,106
101,954
-66,848
66,096
35,995
30,101
431
361
70
5,366
4,104
1,262
918
664
254
7,699
11,704
-4,005
9,241
8,945
296
84,720
68,846
15,874
4,471
10,107
-5,636
12,322
6,880
5,442
7,246
6,517
729
3,921
3,892
29
7,345
7,915
-570
32,633
34,038
-1,405
27,236
32,287
-5,051
321,993
83,690
238,303
13,618
11,290
2,328
236
129
107
20,570
13,858
6,712
3,140
1,711
1,429
17,765
15,859
1,906
24
31
-7
4,696
5,400
-704
27
20
7
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
-10,095
b
3,355
c
402,453
d
-13,175
e
-4,759
-10,794
4,212
-879
7,041
-66,848
30,101
70
1,262
254
-4,005
296
15,874
-5,636
5,442
729
29
-570
-1,405
-5,051
238,303
2,328
107
6,712
1,429
1,906
-7
-704
7
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
597,982
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
1,536
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
424,609
8,530,454
0.049776
2017
396,237
7,965,552
0.049744
2016
130,522
4,506,517
0.028963
2015
217,732
4,473,050
0.048676
2014
2
Total
of line 1, column (d)
.....................
2
0.177159
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.044290
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
9,468,404
5
Multiply line 4 by line 3
......................
5
419,356
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
5,940
7
Add lines 5 and 6
........................
7
425,296
8
Enter qualifying distributions from Part XII, line 4
,.............
8
467,480
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
5,940
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2
Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
2
3
Add lines 1 and 2
...........................
3
5,940
4
Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)
4
5
Tax based on investment income.
Subtract line 4 from line 3. If zero or less, enter -0-
.....
5
5,940
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
3,006
b
Exempt foreign organizations—tax withheld at source
......
6b
c
Tax paid with application for extension of time to file (Form 8868)
...
6c
d
Backup withholding erroneously withheld
...........
6d
7
Total credits and payments. Add lines 6a through 6d
..............
7
3,006
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
2,934
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
Refunded
11
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition)
.................................
1b
No
If the answer is "Yes" to
1a
or
1b,
attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file
Form 1120-POL
for this year?
.....................
1c
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1)
On the foundation.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
6
Yes
7
Did the foundation have at least $5,000 in assets at any time during the year?
If "Yes," complete Part II, col. (c),
and Part XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
CT
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G?
If "No," attach explanation
.
8b
Yes
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
N/A
14
The books are in care of
LISA B TROY
Telephone no.
(860) 558-5756
Located at
27 TALL TIMBERS DRIVE
FARMINGTON
CT
ZIP+4
06032
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
a bank, securities, or other financial account in a foreign country?
.................
16
No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1)
Engage in the sale or exchange, or leasing of property with a disqualified person?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
No
(6)
Agree to pay money or property to a government official? (
Exception.
Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.)
.......
Yes
No
b
If any answer is "Yes" to 1a(1)–(6), did
any
of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions
........
1b
Organizations relying on a current notice regarding disaster assistance check here
........
c
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2019?
.............
1c
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
20
,
20
,
20
b
Are there any years listed in 2a for which the foundation is
not
applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to
all
years listed, answer "No" and attach statement—see instructions.)
..............
2b
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 as a result of
(1)
any purchase by the foundation
or disqualified persons after May 26, 1969;
(2)
the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or
(3)
the lapse of the 10-, 15-, or 20-year first phase holding period?
(Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-B
Statements Regarding Activities for Which Form 4720 May Be Required
(continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1)
Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
No
(5)
Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals?
.....
Yes
No
b
If any answer is "Yes" to 5a(1)–(5), did
any
of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions
......
5b
Organizations relying on a current notice regarding disaster assistance check here
.........
c
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant?
..........
Yes
No
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract?
.....................
Yes
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
....
6b
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
Yes
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction?
....
7b
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year?
.................
Yes
No
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1
List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a)
Name and address
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(If not paid, enter
-0-)
(d)
Contributions to employee benefit plans and deferred compensation
(e)
Expense account,
other allowances
LISA B TROY
TRUSTEE
000.00
0
0
0
27 TALL TIMBERS DRIVE
FARMINGTON
,
CT
06032
MATTHEW TROY
TRUSTEE
000.00
64,810
0
0
27 TALL TIMBERS DRIVE
FARMINGOTN
,
CT
06032
MICHAEL TROY
TRUSTEE
000.00
64,810
0
0
27 TALL TIMBERS DRIVE
FARMINGTON
,
CT
06032
SAMANTHA TROY
TRUSTEE
000.00
64,810
0
0
27 TALL TIMBERS DRIVE
FARMINGTON
,
CT
06032
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-B
Summary of Program-Related Investments
(see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.
Amount
1
N/A
2
All other program-related investments. See instructions.
3
Total.
Add lines 1 through 3
.........................
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
Minimum Investment Return
(All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities
...................
1a
9,240,219
b
Average of monthly cash balances
.......................
1b
372,374
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
9,612,593
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation)
.............
1e
2
Acquisition indebtedness applicable to line 1 assets
..................
2
3
Subtract line 2 from line 1d
.........................
3
9,612,593
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
144,189
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
9,468,404
6
Minimum investment return.
Enter 5% of line 5
..................
6
473,420
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
473,420
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
5,940
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
5,940
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
467,480
4
Recoveries of amounts treated as qualifying distributions
................
4
5
Add lines 3 and 4
............................
5
467,480
6
Deduction from distributable amount (see instructions)
.................
6
7
Distributable amount
as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1
...
7
467,480
Part XII
Qualifying Distributions
(see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26
..........
1a
467,480
b
Program-related investments—total from Part IX-B
..................
1b
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
b
Cash distribution test (attach the required schedule)
.................
3b
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
4
467,480
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
5,940
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
461,540
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
467,480
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
b
Total for prior years:
20
,
20
,
20
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
b
From 2015
......
c
From 2016
......
d
From 2017
......
e
From 2018
......
f
Total
of lines 3a through e
........
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
467,480
a
Applied to 2018, but not more than line 2a
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
c
Treated as distributions out of corpus (Election
required—see instructions)
........
d
Applied to 2019 distributable amount
.....
467,480
e
Remaining amount distributed out of corpus
5
Excess distributions carryover applied to 2019.
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b
Prior years’ undistributed income. Subtract
line 4b from line 2b
..........
c
Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed
......
d
Subtract line 6c from line 6b. Taxable amount
—see instructions
...........
e
Undistributed income for 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
10
Analysis of line 9:
a
Excess from 2015
....
b
Excess from 2016
....
c
Excess from 2017
....
d
Excess from 2018
....
e
Excess from 2019
....
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-A, question 9)
1a
If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
line 4 for each year listed
.....
d
Amounts included in line 2c not used directly
for active conduct of exempt activities
..........
e
Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c
....
3
Complete 3a, b, or c for the
alternative test relied upon:
a
“Assets" alternative test—enter:
(1)
Value of all assets
......
(2)
Value of assets qualifying
under section 4942(j)(3)(B)(i)
b
“Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part X, line 6 for each year listed
...
c
“Support" alternative test—enter:
(1)
Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties)
....
(2)
Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)
....
(3)
Largest amount of support
from an exempt organization
(4)
Gross investment income
Part XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
b
List any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
Supplementary Information
(continued)
3
Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient
If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
a
Paid during the year
AMERICAN COLLEGE OF ROMAN
3211 FOURTH STREET NE
WASHINGTON
,
DC
20017
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
ASIAN RELIEF INC
180 ADMIRAL COCHRANE DR
ANNAPOLIS
,
MD
21401
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
ASSOCIATION OF ST JOSEPH
1811 WEST SAINT JOSEPH ST
PERRYVILLE
,
MO
63775
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
BENEDICTINE CONGREGATION
273 FLANDERS ROAD
BETHLEHEM
,
CT
06751
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
BENEDICTINE MISSION HOUSE
PO BOX 528
SCHUYLER
,
NE
68661
NONE
501(C)(3)
GENERAL CHARITBLE PURPOSES
3,801
BENEDICTINE SOCIETY VIRGINIA
12829 RIVER ROAD
RIICHMOND
,
VA
23238
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
BLUE ARMY OF OUR LADY FATIMA
PO BOX 150
WASHINGTON
,
NJ
07882
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CABRINI MISSION FOUNDATION
222 EAST 19 STREET SUITE
NEW YORK
,
NY
10003
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CAPUCHIN FRANCISCAN FRIARS PR
PO BOX 839
UNION CITY
,
NJ
07087
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CAPUCHIN PROVINCE OF MID-AMERICA
3613 WYANDOT STREET
DENVER
,
CO
80211
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CARMELITE FATHERS INC
PO BOX 868
MIDDLETOWN
,
NY
10940
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CAROLYN'S PLACE INC
137 GRANDVIEW AVE
WATERBURY
,
CT
06708
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CATHOLIC CHURCH EXTENSION
150 S WACKER DRIVE STE 2
CHICAGO
,
IL
60606
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CATHOLIC FOREIGN MISSION
PO BOX 306
MARYKNOLL
,
NY
10545
NONE
501(C)(3)
MARYKNOLL FATHERS & BROTHERS
3,801
CATHOLIC NEAR EAST WELFARE
1011 FIRST AVE 15TH FLOO
NEW YORK
,
NY
10022
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CATHOLIC RELIEFT SERVICES
228 W LEXINGTON STREET
BALTIMORE
,
MD
21201
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CONGREGATION HOLY SPRINT PROV
6230 BRUSH ROAD
BETHEL PARK
,
PA
15102
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CONGREGATION MISION OF ST VINCENT
500 E CHELTEN AVENUE
PHILADELPHIA
,
PA
19144
NONE
501(C)(3)
VINCENTIAN HOUSE SOUTHHAMPTON, NY
3,801
CONGREGATION MISSION ST VINCE
500 E CHELTEN AVENUE
PHILADELPHIA
,
PA
19144
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CONGREGATION MOTHER COREDEMPT
1900 GRAND AVENUE
CARTHAGE
,
MO
64836
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CONGREGATION OF PASSION HOLY
660 BUSSE HIGHWAY
PARK RIDGE
,
IL
60068
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CONGREGATION OF THE BLESSED
5384 WILSON MILLS ROAD
CLEVELAND
,
OH
44143
NONE
501(C)(3)
ST. ANN'S SHRINE
3,801
CONGREGATION SACRED HEARTS
PO BOX 111
FAIRHAVEN
,
MA
02719
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CONGREGATION SISTS OF ST JOESPH
577 CAREW STREET
SPRINGFIELD
,
MA
01104
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
CONSOLATA SOCIETY FOR FOREIGN
PO BOX 5550
SOMERSET
,
NJ
08875
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
CROSIER FATHERS OF ONAMIA
PO BOX 500
ONAMIA
,
MN
56359
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
DAUGHTERS OF ST PAUL INC
50 SAINT PAULS AVENUE
BOSTON
,
MA
02130
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
DOMINICAN CONVENT OF OUR LADY
175 ROUTE 340
SPARKILL
,
NY
10976
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
DOMINICAN FRIARS GUILDS
141 EAST 65TH STREET
NEW YORK
,
NY
10065
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
DOMINICAN SISTERS OF HOPE
299 NORTH HIGHLAND AVE
OSSINING
,
NY
10562
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
DOMINICANS PROVINCE OF ST AL
1910 S ASHLAND AVENUE
CHICAGO
,
IL
60608
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
ETERNAL WORD TELEVISION NET
5817 OLD LEEDS ROAD
IRONDALE
,
AL
35210
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
FATHERSOF ST EDMUND
1428 BROAD STREET
SELMA
,
AL
36701
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
FOOD FOR THE POOR INC
6401 LYONS ROAD
COCONUT CREEK
,
FL
33073
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
FRANCISCAN FRIARS ASSUMPTION
9230 WEST HIGHLAND PARK A
FRANKLIN
,
WI
53132
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
FRANCISCAN FRIARS ATONEMENT
40 FRANCISCAN WAY
GARRISON
,
NY
10524
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
FRANCISCAN FRIARS OF OUR LADY
12300 FOLLY QUARTER ROAD
ELLICOTT CITY
,
MD
21042
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
FRANCISCAN FRIAS TOR PROVI
PO BOX 139
HOLLIDAYSBURG
,
PA
16648
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
FRANCISCAN MISSION ASSOCIATES
PO BOX 598
MOUNT VERNON
,
NY
10551
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
FRANCISCAN MISSIONARY UNION
3140 MERAMEC STREET
ST LOUIS
,
MO
63118
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
FRANCISCAN SISTERS THE POOR
60 COMPTON ROAD
CINCINNATI
,
OH
45215
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
GENERAL SECRETARIA FRANCISCA
PO BOX 130
WATERFORD
,
WI
53185
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
GUEST HOUSE INC
1601 JOSLYN ROAD
LAKE ORION
,
MI
48360
NONE
501(C)(3)
PROJECT RENEWED VOCATIONS
3,801
HOME MISSIONERS OF AMERICA
PO BOX 465618
CINCINNATI
,
OH
45246
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
HUMAN LIFE INTERNATIONAL INC
4 FAMILY LIFE LANE
FRONT ROYAL
,
VA
22630
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
INSTITUTE OF MISSION HELPERS
1001 W JOPPA ROAD
BALTIMORE
,
MD
21204
NONE
501(C)(3)
GENERAL CHARTIABLE PURPOSES
3,801
LEGION OF CHRIST INCORPORATED
PO BOX 1122
CHESHIRE
,
CT
06410
NONE
501(C)(3)
GENERAL CHARTIABLE PURPOSES
3,801
MARIAN FATHERS IMMACULATE CON
PO BOX 716
STOCKBRIDGE
,
MA
01262
NONE
501(C)(3)
ASSOCIATION OF MARIAN HELPERS
3,801
MARIANIST MISSION
4435 EAST PATTERSON ROAD
DAYTON
,
OH
45430
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
MARIANNHILL MISSION SOCIETY
23715 ANN ARBOR TRAIL
DEARBORN HEIGHT
,
MI
48127
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
MARIST SOCIETY INC
4408 8TH ST NE
WASHINGTON
,
DC
20017
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
MARYKNOLL SISTERS OF ST DOM
PO BOX 310
MARYKNOLL
,
NY
10545
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
MISSINARY SISTERS OF OUR LADY
741 POLO ROAD
BRYN MAWR
,
PA
19010
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
MISSION OF OUR LADY MERCY
1140 W JACKSON BLVD
CHICGO
,
IL
60607
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
MISSION OFFICE SERAPHIC MASS
3600 BUTLES STREET
PITTSBURGH
,
PA
15201
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
MISSIONARIES OF LA SALETTE
915 MAPLE AVENUE
HARTFORD
,
CT
06114
NONE
501(C)(3)
PROVINCE OF MARY MOTHER OF AMERICAS
3,801
MISSIONARIES OF THE POOR USA
PO BOX 29893
ATLANTA
,
GA
30359
NONE
501(C)(3)
KINGSTON, JAMACIA MISSION
3,801
MISSIONARIES SACRED HEARTS
PO BOX 189
LINWOOD
,
NJ
08221
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
MISSIONARY SERVANTS MOST
3501 SOLLY AVENUE
PHILADELPHIA
,
PA
19136
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
MISSIONARY SISTERS IMMACULATE
PO BOX 1017
PENITAS
,
TX
78576
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
MISSIONARY SOCIETY ST COLUMB
PO BOX 10
ST COLUMBANS
,
NE
68056
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
MISSIONHURST INC
4651 NORTH 25TH STREET
ARLINGTON
,
VA
22207
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
NATIONAL SHRINE OF MARY
1525 CARMEL ROAD
HUBERTUS
,
WI
53033
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
NATIONAL SHRINE OF ST ANTHONY
144 WEST 32ND STREET
NEW YORK
,
NY
10001
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
NEW YORK PROVINCE SOCIETY
39 EAST 83RD STREET
NEW YORK
,
NY
10028
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
NORBERTINE FATHERS
1016 NORTH BROADWAY
DE PERE
,
WI
54115
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
OBLATE MISSIONARY SOCIETY INC
9480 N DE MAZENOD DRIVE
BELLEVILLE
,
IL
62223
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
OBLATE MISSIONARY SOCIETY INC
9480 N DE MAZENOD DRIVE
BELLEVILLE
,
IL
62223
NONE
501(C)(3)
SHRINE OF OUR LADY OF SNOWS
3,801
OBLATE MISSIONARY SOCIETY INC
9480 N DE MAZENOD DRIVE
BELLEVILLE
,
IL
62223
NONE
501(C)(3)
OBLATE MISSIONS SAN ANTONIO TX
3,801
OBLATES OF ST FRANCIS DE SAL
2200 KENTMERE PARKWAY
WILMINGTON
,
DE
19806
NONE
501(C)(3)
OBLATES ST. FRANCIS DE SALES IN MD
3,801
ORDER OF CARMELITIES PROVINCE
1313 N FRONTAGE ROAD
DARIEN
,
IL
60561
NONE
501(C)(3)
LEAGUE OF MIRACULOUS INFANT
3,801
ORDER OF FRIAR SERVANTS MARY
3121 W JACKSON BOULEVARD
CHICAGO
,
IL
60612
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
ORDER OF ST BENEDICT OF NJ
230 MENDHAM ROAD
MORRISTOWN
,
NJ
07960
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,801
OUR LADY OF VICTORY HOMES
780 RIDGE ROAD
LACKAWANNA
,
NY
14218
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
OUR LITTLE BROTHERS AND SISTERS
3999 GREAT HARVEST COURT
DUMFRIES
,
VA
22025
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
PERPETUAL HELP CENTER
107 UKE OF GLOUCESTER STR
ANNAPOLIS
,
MD
21401
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
PIOUS SOCIETY OF ST PAUL
PO BOX 595
CANFIELD
,
OH
44406
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
PONTIFICAL INSTITUTE FOREIGN
17330 QUINCY STREET
DETROIT
,
MI
48221
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
PRIESTS OF THE SACRED HEART
PO BOX 367
HALES CORNERS
,
WI
53130
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
PROVINCE MOST SACRED HEART
PO BOX 188
LORETTO
,
PA
15940
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,801
PROVINCE OF OUR LADY GUADALUP
PO BOX 12395
ALBUQUERQUE
,
NM
87195
NONE
501(C)(3)
SOUTHWEST FRANCISCAN MISSION
3,800
PROVINCE OF OUR LADY GUADALUP
PO BOX 12395
ALBUQUERQUE
,
NM
87195
NONE
501(C)(3)
FRANCISCAN INDIAN MISSIONS
3,800
PROVINCE OF ST MARY CAPUCHIN
110 SHONNARD PLACE
YONKERS
,
NY
10703
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
PROVINCE OF ST JOSEPH
1820 MT ELLIOTT STREET
DETROIT
,
MI
48207
NONE
501(C)(3)
CAPUCHIN MISSION ASSOCIATION
3,800
PROVINCE OF ST JOSEPH CAPUCHIN
301 CHURCH STREET
MT CALVARY
,
WI
53057
NONE
501(C)(3)
SAINT LAWRENCE SEMINARY
3,800
PROVINCE OF ST MARY CAPUCHIN
110 SHONNARD PLACE
YONKERS
,
NY
10703
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
PROVINCE ST JOSEPH CAPUCHIN
1820 MT ELLIOTT STREET
DETROIT
,
MI
48207
NONE
501(C)(3)
ST. FIDELIS FRIARY
3,800
REDEMPTORIST FATHERS OF NY
7509 SHORE ROAD
BROOKLYN
,
NY
11209
NONE
501(C)(3)
THE BALTIMORE PROVINCE
3,800
SACRED HEART SOUTHERN MISSIONS
PO BOX 300
WALLS
,
MS
38680
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,800
SALESIAN SOCIETY-USA INC
148 EMAIN ST PO BOX 639
NEW ROCHELLE
,
NY
10802
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SISTERS NOTRE DAME OF CHARDON
13000 AUBURN ROAD
CHARDON
,
OH
44024
NONE
501(C)(3)
MISSIONS IN INDIA
3,800
SISTERS OF CHARITY OF ST VIN
6301 RIVERDALE AVENUE
BRONX
,
NY
10471
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SISTERS OF DIVINE COMPASSION
52 NORTH BROADWAY
WHITE PLAINS
,
NY
10603
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SISTERS OF ST DOMINIC
ONE RYERSON AVENUE
CALDWELL
,
NJ
07006
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,800
SISTERS OF ST FRANCIS ASSISI
3221 S LAKE DRIVE
ST FRANCIS
,
WI
53235
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SISTERS OF THE DIVINE SAVIOR
4311 N 100TH STREET
MILWAUKEE
,
WI
53222
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SOCIETY MISSIONARIES AFRICA
1622 21ST STREET NW
WASHINGTON
,
DC
20009
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SOCIETY MISSIONARIES SACRED HEART
PO BOX 270
AURORA
,
IL
60507
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SOCIETY OF CATHOLIC MEDICAL
8400 PINE ROAD
PHILADELPHIA
,
PA
19111
NONE
501(C)(3)
MEDICAL MISSION SISTERS
3,800
SOCIETY OF THE DIVINE SAVIOR
1303 MILWAUKEE DRIVE
NEW HOLSTEIN
,
WI
53061
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SOCIETY OF THE DIVINE WORLD
1985 WAUKEGAN ROAD
TECHNY
,
IL
60082
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,800
SOCIETY OF THE DIVINE WORLD CHICAGO
PO BOX 6067
TECHNY
,
IL
60082
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SOCIETY OF THE LITTLE FLOWER
1313 N FRONTAGE ROAD
DARIEN
,
IL
60561
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SOCIETY PROPAGATION OF FAITH
467 BLOOMFIELD AVE
BLOOMFIELD
,
CT
06002
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
ST ANTHONY SHRIN
100 ARCH STREET
BOSTON
,
MA
02110
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
ST BENEDICT'S ABBEY
12605 224TH AVENUE
BENET LAKE
,
WI
53102
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
ST BONAVENTURE INDIAN MISSION
PO BOX 610
THOREAU
,
NM
87323
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
ST FRANCIS XAVIER FOREIGN
12 HELENE COURT
WAYNE
,
NJ
07470
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
ST IGNATIUS PROVINCE
1105 BOYLSTON STREET
BOSTON
,
MA
02215
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
ST JOSEPH ABBEY SEMINARY COL
75376 RIVER ROAD
SAINT BENEDICT
,
LA
70457
NONE
501(C)(3)
BENEDICTINE MISSIONS
3,800
ST JOSEPH SOCIETY SACRED
911 WEST LAKE AVENUE
BALTIMORE
,
MD
21210
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
ST JOSEPH'S INDIAN SCHOOL
PO BOX 100
CHAMBERLAIN
,
SD
57325
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
ST JUDE LEAGUE
205 W MONROE ST
CHICAGO
,
IL
60606
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
ST JUDE SHRINE
512 W SARATOGA STREET
BALTIMORE
,
MD
21201
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSE
3,800
ST MARY MOUNT CARMEL PARISH
226 FRENCH STREET
HAMMONTON
,
NJ
08037
NONE
501(C)(3)
OUR LADY MT. CARMEL SHRINE
3,800
ST PAUL'S BENEVOLENT
111 S RIDGE ST 3RD FL ST
RYE BROOK
,
NY
10573
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
SUPPORT OUR AGING RELIGIOUS
3025 4TH ST NE STE 14
WASHINGTON
,
DC
20017
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
THE CITY OF ST JUDE INC
2048 W FAIRVIEW AVENUE
MONTGOMERY
,
AL
36108
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
THE ORATORY
PO BOX 11586
ROCK HILL
,
SC
29731
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
THE SOCIETY OF JESUS OF NE
39 EAST 83RD STREET
NEW YORK
,
NY
10028
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
UNIVERSITY OF ST MARY LUKE
1000 EAST MAPLE AVENUE
MUNDELEIN
,
IL
60060
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
UNIVERSITY ST THOMAS ST PAUL
2115 SUMMIT AVENUE DEV
ST PAUL
,
MN
55105
NONE
501(C)(3)
AQUINAS SCHOLARS
3,800
US FOUNDATION CONGREGATION
1700 WEST ALABAMA STREET
HOUSTON
,
TX
77098
NONE
501(C)(3)
GENERAL CHARITABLE PURPOSES
3,800
Total
.................................
3a
467,480
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated.
Unrelated business income
Excluded by section 512, 513, or 514
(e)
Related or exempt
function income
(See instructions.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
242
4
Dividends and interest from securities
....
14
190,221
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
8
Gain or (loss) from sales of assets other than
inventory
............
18
597,982
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
IRS REFUND
1,500
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
788,445
1,500
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
789,945
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description