Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 08-01-2023 , and ending 07-31-2024
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, CT06032
A Employer identification number

26-1500381
B Telephone number (see instructions)

(860) 558-5756
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$15,863,542J Accounting method:
 
(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)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 287 287  
4 Dividends and interest from securities... 215,802 215,802  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment
List of Attached Documents:
// Content
288,679
b Gross sales price for all assets on line 6a 622,540
7 Capital gain net income (from Part IV, line 2)...  
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)....... Click to see attachment
List of Attached Documents:
// Content
3,990   3,990
12 Total. Add lines 1 through 11........ 508,758 216,089 3,990
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 297,771      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,900   3,900  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
3,004   3,004  
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.......... 304,675 0 6,904 0
25 Contributions, gifts, grants paid....... 721,860 721,860
26 Total expenses and disbursements. Add lines 24 and 25 1,026,535 0 6,904 721,860
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -517,777
b Net investment income (if negative, enter -0-) 216,089
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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
Assets 1 Cash—non-interest-bearing............. 4,056 8,827 8,834
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow6,349
Less: allowance for doubtful accounts right arrow   6,795 6,349 6,349
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
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)....... 13,506,737 Click to see attachment
List of Attached Documents:
// Content
15,688,471 		15,688,471
c Investments—corporate bonds (attach schedule)....... 135,608 Click to see attachment
List of Attached Documents:
// Content
159,888 		159,888
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
4,681 		Click to see attachment
List of Attached Documents:
// Content
1,677 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,657,877 15,865,212 15,863,542
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 478,805 721,860
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 478,805 721,860
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............ 13,179,072 15,143,352
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 13,179,072 15,143,352
30 Total liabilities and net assets/fund balances (see instructions). 13,657,877 15,865,212
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
13,179,072
2
Enter amount from Part I, line 27a .....................
2
-517,777
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,482,057
4
Add lines 1, 2, and 3 ..........................
4
15,143,352
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,143,352
Form 990-PF (2023)
Form 990-PF (2023)
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.)
1a
b
c
d
e
(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
b
c
d
e
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
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
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 ................... 		Bracket 3  
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 3,004
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 3,004
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 3,004
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,681
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 4,681
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.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 1,677
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,677 Refundedright arrow 11  
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCT
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowLISA B TROY Telephone no.right arrow (860) 558-5756

Located atright arrow27 TALL TIMBERS DRIVEFARMINGTONCT ZIP+4right arrow06032
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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)? ......................
1a(5)
 
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.) ...............
1a(6)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
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? .............
5a(5)
 
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
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?
7a
 
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? .........................
8
 
No
Part VII
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,CT06032
MATTHEW TROY TRUSTEE
000.00 		99,257 0 0
27 TALL TIMBERS DRIVE
FARMINGTON,CT06032
MICHAEL TROY TRUSTEE
000.00 		99,257 0 0
27 TALL TIMBERS DRIVE
FARMINGTON,CT06032
SAMANTHA TROY TRUSTEE
000.00 		99,257 0 0
27 TALL TIMBERS DRIVE
FARMINGTON,CT06032
JOSEPH TROY TRUSTEE
000.00 		0 0 0
27 TALL TIMBERS LANE
FARMINGTON,CT06032
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...................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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.............right arrow  
Part VIII-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 VIII-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.........................right arrow  
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
14,656,968
b
Average of monthly cash balances.......................
1b
61,085
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
14,718,053
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
14,718,053
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
220,771
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
14,497,282
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
724,864
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
724,864
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
3,004
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
3,004
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
721,860
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
721,860
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
721,860
Part XI
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
721,860
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
721,860
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 721,860
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 721,860
a Applied to 2022, 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 2023 distributable amount..... 721,860
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023.    
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		 
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList 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).)
bList 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.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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)
aPaid during the year

AMERICAN COLLEGE OF ROMAN

3211 FOURTH STREET NE
WASHINGTON,DC20017 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,067

ASSOCIATION OF ST JOSEPH

1811 WEST SAINT JOSEPH ST
PERRYVILLE,MO63775 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,067

BENEDICTINE CONGREGATION

273 FLANDERS ROAD
BETHLEHEM,CT06751 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,067

BENEDICTINE MISSION HOUSE

PO BOX 528
SCHUYLER,NE68661 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,067

BENEDICTINE SOCIETY VIRGINIA

12829 RIVER ROAD
RICHMOND,VA23238 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,067

BLUE ARMY OF OUR LADY FATIMA

PO BOX 150
WASHINGTON,NJ07882 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,067

CABRINI MISSION FOUNDATION

222 EAST 19 STREET SUITE
NEW YORK,NY10003 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CAPUCHIN FRANCISCAN FRIARS

PO BOX 839
UNION CITY,NJ07087 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CAPUCHIN PROVINCE OF MID-AMERICA

3613 WYANDOT STREET
DENVER,CO80211 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CARMELITE FATHERS INC

PO BOX 868
MIDDLETOWN,NY10940 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CAROLYN'S PLACE INC

137 GRANDVIEW AVE
WATERBURY,CT06708 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CATHOLIC CHURCH EXTENSION

150 S WACKER DRIVE
STE 2000
CHICAGO,IL60606 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CATHOLIC FOREIGN MISSION

PO BOX 306
MARYKNOLL,NY10545 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CATHOLIC NEAR EAST WELFARE

1011 FIRST AVE 15TH FLOO
NEW YORK,NY10022 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CATHOLIC RELIEFT SERVICES

228 W LEXINGTON STREET
BALTIMORE,MD21201 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CONGREGATION HOLY SPIRIT PROV

6230 BRUSH ROAD
BETHEL PARK,PA15102 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CONGREGATION MISSION OF ST VINCENT

500 E CHELTEN AVENUE
PHILADELPHIA,PA19144 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CONGREGATION MISSION ST VINCE

500 E CHELTEN AVENUE
PHILADELPHIA,PA19144 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CONGREGATION MOTHER COREDEMPT

1900 GRAND AVENUE
CARTHAGE,MO64836 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CONGREGATION OF PASSION HOLY

660 BUSSE HIGHWAY
PARK RIDGE,IL60068 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CONGREGATION OF THE BLESSED

5384 WILSON MILLS ROAD
CLEVELAND,OH44143 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CONGREGATION SACRED HEARTS

PO BOX 111
FAIRHAVEN,MA02719 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CONGREGATION SISTERS OF ST JOSEPH

577 CAREW STREET
SPRINGFIELD,MA01104 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CONSOLATA SOCIETY FOR FOREIGN

PO BOX 5550
SOMERSET,NJ08875 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

CROSIER FATHERS OF ONAMIA

PO BOX 500
ONAMIA,MN56359 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

DAUGHTERS OF ST PAUL INC

50 SAINT PAULS AVENUE
BOSTON,MA02130 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

DOMINICAN CONVENT OF OUR LADY

175 ROUTE 340
SPARKILL,NY10976 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

DOMINICAN FRIARS GUILDS

141 EAST 65TH STREET
NEW YORK,NY10065 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

DOMINICAN SISTERS OF HOPE

299 NORTH HIGHLAND AVE
OSSINING,NY10562 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

DOMINICANS PROVINCE OF ST AL

1910 S ASHLAND AVENUE
CHICAGO,IL60608 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ETERNAL WORD TELEVISION NET

5817 OLD LEEDS ROAD
IRONDALE,AL35210 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

FATHERS OF ST EDMUND

1428 BROAD STREET
SELMA,AL36701 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

FOOD FOR THE POOR INC

6401 LYONS ROAD
COCONUT CREEK,FL33073 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

FRANCISCAN FRIARS ASSUMPTION

9230 WEST HIGHLAND PARK A
FRANKLIN,WI53132 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

FRANCISCAN FRIARS ATONEMENT

40 FRANCISCAN WAY
GARRISON,NY10524 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

FRANCISCAN FRIARS OUR LADY

12300 FOLLY QUARTER ROAD
ELLICOTT CITY,MD21042 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

FRANCISCAN FRIAS TOR PROVI

PO BOX 139
HOLLIDAYSBURG,PA16648 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

FRANCISCAN MISSION ASSOCIATES

PO BOX 598
MOUNT VERNON,NY10551 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

FRANCISCAN MISSIONARY UNION

3140 MERAMEC STREET
ST LOUIS,MO63118 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

FRANCISCAN SISTERS THE POOR

60 COMPTON ROAD
CINCINNATI,OH45215 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

GENERAL SECRETARIA FRANCISCA

PO BOX 130
WATERFORD,WI53185 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

GUEST HOUSE INC

1601 JOSLYN ROAD
LAKE ORION,MI48360 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

HOME MISSIONERS OF AMERICA

PO BOX 465618
CINCINNATI,OH45246 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

HUMAN LIFE INTERNATIONAL INC

4 FAMILY LIFE LANE
FRONT ROYAL,VA22630 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

INSTITUTE OF MISSION HELPERS

1001 W JOPPA ROAD
BALTIMORE,MD21204 		NONE 501(C)(3) GENERAL CHARTIABLE PURPOSES 6,066

LEGION OF CHRIST INCORPORATED

PO BOX 1122
CHESHIRE,CT06410 		NONE 501(C)(3) GENERAL CHARTIABLE PURPOSES 6,066

MARIAN FATHERS IMMACULATE CON

PO BOX 716
STOCKBRIDGE,MA01262 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MARIANIST MISSION

4435 EAST PATTERSON ROAD
DAYTON,OH45430 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MARIANNHILL MISSION SOCIETY

23715 ANN ARBOR TRAIL
DEARBORN HEIGHT,MI48127 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MARIST SOCIETY INC

4408 8TH ST NE
WASHINGTON,DC20017 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MARYKNOLL SISTERS OF ST DOM

PO BOX 310
MARYKNOLL,NY10545 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSE 6,066

MISSINARY SISTERS OF OUR LADY

741 POLO ROAD
BRYN MAWR,PA19010 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSE 6,066

MISSION OF OUR LADY OF MERCY

1140 W JACKSON BLVD
CHICGO,IL60607 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSE 6,066

MISSION OFFICE SERAPHIC MASS

3600 BUTLER STREET
PITTSBURGH,PA15201 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSE 6,066

MISSIONARIES OF LA SALETTE

915 MAPLE AVENUE
HARTFORD,CT06114 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MISSIONARIES OF THE POOR USA

PO BOX 29893
ATLANTA,GA30359 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MISSIONARIES SACRED HEARTS

PO BOX 189
LINWOOD,NJ08221 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MISSIONARY SERVANTS MOST

3501 SOLLY AVENUE
PHILADELPHIA,PA19136 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MISSIONARY SISTERS IMMACULATE

PO BOX 1017
PENITAS,TX78576 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MISSIONARY SOCIETY ST COLUMB

PO BOX 10
ST COLUMBANS,NE68056 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

MISSIONHURST INC

4651 NORTH 25TH STREET
ARLINGTON,VA22207 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

NATIONAL SHRINE OF MARY

1525 CARMEL ROAD
HUBERTUS,WI53033 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

NATIONAL SHRINE OF ST ANTHONY

144 WEST 32ND STREET
NEW YORK,NY10001 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

NEW YORK PROVINCE SOCIETY

39 EAST 83RD STREET
NEW YORK,NY10028 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

NORBERTINE FATHERS

1016 NORTH BROADWAY
DE PERE,WI54115 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

OBLATE MISSIONARY SOCIETY INC

9480 N DE MAZENOD DRIVE
BELLEVILLE,IL62223 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

OBLATE MISSIONARY SOCIETY INC

9480 N DE MAZENOD DRIVE
BELLEVILLE,IL62223 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

OBLATE MISSIONARY SOCIETY INC

9480 N DE MAZENOD DRIVE
BELLEVILLE,IL62223 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

OBLATES OF ST FRANCIS DE SAL

2200 KENTMERE PARKWAY
WILMINGTON,DE19806 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ORDER OF CARMELITES PROVINCE

1313 N FRONTAGE ROAD
DARIEN,IL60561 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ORDER OF FRIAR SERVANTS MARY

3121 W JACKSON BOULEVARD
CHICAGO,IL60612 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ORDER OF ST BENEDICT OF NJ

230 MENDHAM ROAD
MORRISTOWN,NJ07960 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

OUR LADY OF VICTORY HOMES

780 RIDGE ROAD
LACKAWANNA,NY14218 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

OUR LITTLE BROTHERS AND SISTERS

3999 GREAT HARVEST COURT
DUMFRIES,VA22025 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PIOUS SOCIETY OF ST PAUL

PO BOX 595
CANFIELD,OH44406 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PONTIFICAL INSTITUTE FOREIGN

17330 QUINCY STREET
DETROIT,MI48221 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PRIESTS OF THE SACRED HEART

PO BOX 367
HALES CORNERS,WI53130 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PROVINCE MOST SACRED HEART

PO BOX 188
LORETTO,PA15940 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PROVINCE OF OUR LADY GUADALUP

PO BOX 12395
ALBUQUERQUE,NM87195 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PROVINCE OF OUR LADY GUADALUP

PO BOX 12395
ALBUQUERQUE,NM87195 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PROVINCE OF ST MARY CAPUCHIN

110 SHONNARD PLACE
YONKERS,NY10703 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PROVINCE OF ST JOSEPH

1820 MT ELLIOTT STREET
DETROIT,MI48207 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PROVINCE OF ST JOSEPH CAPUCHIN

301 CHURCH STREET
MT CALVARY,WI53057 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PROVINCE OF ST MARY CAPUCHIN

110 SHONNARD PLACE
YONKERS,NY10703 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

PROVINCE ST JOSEPH CAPUCHIN

1820 MT ELLIOTT STREET
DETROIT,MI48207 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

REDEMPTORIST FATHERS OF NY

7509 SHORE ROAD
BROOKLYN,NY11209 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SACRED HEART SOUTHERN MISSION

PO BOX 300
WALLS,MS38680 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SALESIAN SOCIETY-USA INC

148 EMAIN ST PO BOX 639
NEW ROCHELLE,NY10802 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SISTERS NOTRE DAME OF CHARDON

13000 AUBURN ROAD
CHARDON,OH44024 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SISTERS OF CHARITY OF ST VIN

6301 RIVERDALE AVENUE
BRONX,NY10471 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SISTERS OF DIVINE COMPASSION

52 NORTH BROADWAY
WHITE PLAINS,NY10603 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SISTERS OF ST DOMINIC

ONE RYERSON AVENUE
CALDWELL,NJ07006 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SISTERS OF ST FRANCIS ASSISI

3221 S LAKE DRIVE
ST FRANCIS,WI53235 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SISTERS OF THE DIVINE SAVIOR

4311 N 100TH STREET
MILWAUKEE,WI53222 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SOCIETY MISSIONARIES OF AFRICA

1622 21ST STREET NW
WASHINGTON,DC20009 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SOCIETY MISSIONARIES SACRED HEART

PO BOX 270
AURORA,IL60507 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SOCIETY OF CATHOLIC MEDICAL

8400 PINE ROAD
PHILADELPHIA,PA19111 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SOCIETY OF THE DIVINE SAVIOR

1303 MILWAUKEE DRIVE
NEW HOLSTEIN,WI53061 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SOCIETY OF THE DIVINE WORLD

1985 WAUKEGAN ROAD
TECHNY,IL60082 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SOCIETY OF THE DIVINE WORLD CHICAGO

PO BOX 6067
TECHNY,IL60082 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SOCIETY OF THE LITTLE FLOWER

1313 N FRONTAGE ROAD
DARIEN,IL60561 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SOCIETY PROPAGATION OF FAITH

467 BLOOMFIELD AVE
BLOOMFIELD,CT06002 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST ANTHONY SHRIN

100 ARCH STREET
BOSTON,MA02110 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST BENEDICT'S ABBEY

12605 224TH AVENUE
BENET LAKE,WI53102 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST BONAVENTURE INDIAN MISSION

PO BOX 610
THOREAU,NM87323 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST FRANCIS XAVIER FOREIGN

12 HELENE COURT
WAYNE,NJ07470 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST JOSEPH ABBEY SEMINARY

75376 RIVER ROAD
SAINT BENEDICT,LA70457 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST JOSEPH SOCIETY SACRED

911 WEST LAKE AVENUE
BALTIMORE,MD21210 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST JOSEPH'S INDIAN SCHOOL

PO BOX 100
CHAMBERLAIN,SD57325 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST JUDE LEAGUE

205 W MONROE ST
CHICAGO,IL60606 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST JUDE SHRINE

512 W SARATOGA STREET
BALTIMORE,MD21201 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST MARY MOUNT CARMEL PARISH

226 FRENCH STREET
HAMMONTON,NJ08037 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

ST PAUL'S BENEVOLENT

111 S RIDGE ST 3RD FL ST
RYE BROOK,NY10573 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

SUPPORT OUR AGING RELIGIOUS

3025 4TH ST NE STE 14
WASHINGTON,DC20017 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

THE ORATORY

PO BOX 11586
ROCK HILL,SC29731 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

THE SOCIETY OF JESUS OF NE

39 EAST 83RD STREET
NEW YORK,NY10028 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

UNIVERSITY OF ST MARY LUKE

1000 EAST MAPLE AVENUE
MUNDELEIN,IL60060 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

UNIVERSITY ST THOMAS ST PAUL

2115 SUMMIT AVENUE DEV
ST PAUL,MN55105 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066

US FOUNDATION CONGREGATION

1700 WEST ALABAMA STREET
HOUSTON,TX77098 		NONE 501(C)(3) GENERAL CHARITABLE PURPOSES 6,066
Total .................................right arrow 3a 721,860
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 287  
4 Dividends and interest from securities ....     14 215,802  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot 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 ............ 		        288,679
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURNED CHARITABLE CONTRI 		    1 3,990  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   220,079 288,679
13Total. Add line 12, columns (b), (d), and (e)..................
13
508,758
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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? ...........
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.
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with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
JAMES J CAPONE CHARITABLE FOUNDATI
 
C/O LISA TROY TRUSTEE
EIN:
26-1500381
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INDIRECT ACCOUNTING FEES 3,900   3,900  

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TY 2023 GainLossSaleOtherAssetsSch
Name:
JAMES J CAPONE CHARITABLE FOUNDATI
 
C/O LISA TROY TRUSTEE
EIN:
26-1500381
Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
KENVUE INC FRAC SH 2014-06 PURCHASE 2023-08   18 10     8  
1000 BLOCK INC 2020-05 PURCHASE 2023-10   44,580 72,010     -27,430  
900 UNITED AIRLINES 2020-04 PURCHASE 2023-10   38,088 27,000     11,088  
500 UNITED AIRLINES 2020-05 PURCHASE 2023-10   21,160 11,780     9,380  
VERALTO CORP FRAC SH 2014-06 PURCHASE 2023-10   25 7     18  
200 SEAGEN INC 2014-06 PURCHASE 2023-12   45,800 8,217     37,583  
1000 NOVO-NORDISK AS VORMAL 2014-06 PURCHASE 2023-12   99,489 23,008     76,481  
60 ORGANON & CO 2014-06 PURCHASE 2023-12   787 1,680     -893  
33 VERALTO CORP 2014-06 PURCHASE 2023-12   2,633 708     1,925  
50 KELLOGG CO 2014-06 PURCHASE 2023-12   620 809     -189  
100 BROADCOM INC 2014-06 PURCHASE 2024-01   115,730 7,138     108,592  
400 GENERAL MOTORS 2014-06 PURCHASE 2024-01   13,808 14,598     -790  
600 GENERAL MOTORS 2018-05 PURCHASE 2024-01   20,712 22,236     -1,524  
931 KENVUE INC 2014-06 PURCHASE 2024-01   19,495 12,145     7,350  
300 MICROSOFT CORP 2014-06 PURCHASE 2024-01   118,649 14,767     103,882  
200 KELLANOVA 2014-06 PURCHASE 2024-04   11,430 12,525     -1,095  
500 3M CO 2014-06 PURCHASE 2024-04   45,965 61,102     -15,137  
400 PAYPAL HOLDINGS INC 2020-04 PURCHASE 2024-07   23,551 44,121     -20,570  

TY 2023 InvestmentsCorpBondsSchedule
Name:
JAMES J CAPONE CHARITABLE FOUNDATI
 
C/O LISA TROY TRUSTEE
EIN:
26-1500381
Name of Bond End of Year Book Value End of Year Fair Market Value
INVESCO QQQ TRUST 47,107 47,107
ISHARES BIOTECHNOLOGY 44,391 44,391
SPDR DOW JONES 40,849 40,849
SPDR S&P 500 ETF IV 27,541 27,541

TY 2023 InvestmentsCorpStockSchedule
Name:
JAMES J CAPONE CHARITABLE FOUNDATI
 
C/O LISA TROY TRUSTEE
EIN:
26-1500381
Name of Stock End of Year Book Value End of Year Fair Market Value
A T & T INC 28,875 28,875
ABBOTT LABORATORIES 58,267 58,267
ABBVIE INC 129,724 129,724
AIRBNB INC 41,868 41,868
ALPHABET INC CLASS A 85,770 85,770
ALPHABET INC CLASS C 86,575 86,575
AMGEN INC 814,552 814,552
APPLE INC 932,736 932,736
ASPEN INSURA 19,950 19,950
BAXTER INTERNATIONAL INC 7,164 7,164
BECTON DICKSON & CO 60,265 60,265
BERKSHIRE HATHAWAY INC 151,721 151,721
BLOCK INC    
BOEING CO 76,240 76,240
BRISTOL MYERS SQUIBB CO 61,828 61,828
BROADCOM LTD    
CME GROUP INC 34,868 34,868
COLGATE-PALMOLIVE CO 9,919 9,919
CVS HEALTH CORP 30,165 30,165
DANAHER CORP 27,708 27,708
DIDI GLOBAL INC 36,700 36,700
DOW INC 54,470 54,470
EATON CORP PLC 114,906 114,906
ELEVANCE HEALTH INC 53,203 53,203
EMERSON ELECTRIC CO 23,422 23,422
FORD MOTOR CO 43,280 43,280
GENERAL DYNAMICS CO 119,484 119,484
GENERAL MOTORS CO    
GILEAD SCIENCES INC 76,060 76,060
GOLDMAN SACHS INC 50,903 50,903
HOME DEPOT INC 73,632 73,632
HONEYWELL INTERNATIONAL 408,272 408,272
IBM CORP 384,280 384,280
ILLINOIS TOOL WORKS 24,728 24,728
INTERCONTINENTAL EXC 75,780 75,780
JOHNSON & JOHNSON 692,014 692,014
JP MORGAN CHASE & CO 106,400 106,400
KELLOGG CO    
KLA CORP 329,228 329,228
LILLY ELI & CO 804,270 804,270
LOCKHEED MARTIN CORP 27,096 27,096
L3HARRIS TECHNOLOGIES IN 29,496 29,496
MASTERCARD INC 23,186 23,186
MCDONALDS CORP 26,540 26,540
MEDTRONIC PLC 160,640 160,640
MERCK & CO INC 67,878 67,878
MICROSOFT CORP 6,986,445 6,986,445
NIKE INC 37,430 37,430
NORDSTROM INC 22,830 22,830
NORTHROP GRUMMAN 48,432 48,432
NOVO-NORDISK 132,630 132,630
NXP SEMICONDUCTORS 131,580 131,580
ORGANON & CO    
PALO ALTO NETWORKS 97,419 97,419
PARKER-HANNIFIN CORP 84,174 84,174
PAYPAL HOLDINGS INC    
PEPSICO INC 17,267 17,267
PFIZER INC 42,756 42,756
PINTREST INC 31,950 31,950
PROCTER & GAMBLE 241,140 241,140
PRUDENTIAL FNL 125,320 125,320
QUALCOMM INC 90,475 90,475
RAYTHEON CO    
ROCKWELL AUTOMATION 27,865 27,865
RTX CORP 117,490 117,490
SEAGEN INC    
SNAP INC 26,640 26,640
SOLVENTUM CORP 14,720 14,720
STANLEY BLACK & DECKER 10,562 10,562
STARBUCKS CORP 38,975 38,975
STRYKER CORP 65,490 65,490
THE COCA-COLA CO 13,348 13,348
THERMOO FISHER SCIENTIFI 122,668 122,668
TRUIST FINL CORP 44,690 44,690
UBER TECHNOLOGIES INC 64,470 64,470
UNION PACIFIC CORP 123,365 123,365
UNITED AIRLINES    
UNITED HEALTH GROUP INC 57,616 57,616
VERIZON COMM 40,520 40,520
VERTEX PHARMACEUTICALS 49,572 49,572
VF CORP 16,960 16,960
VISA INC 53,134 53,134
WALT DISNEY CO 93,690 93,690
WELLS FARGO CO 89,010 89,010
3M CO 63,775 63,775

TY 2023 OtherAssetsSchedule
Name:
JAMES J CAPONE CHARITABLE FOUNDATI
 
C/O LISA TROY TRUSTEE
EIN:
26-1500381
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PENDING RETURNING CHARITY DIST      
PREPAID INCOME TAX 4,681 1,677  


TY 2023 OtherIncomeSchedule2
Name:
JAMES J CAPONE CHARITABLE FOUNDATI
 
C/O LISA TROY TRUSTEE
EIN:
26-1500381
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
RETURNED CHARITABLE CONTRI 3,990   3,990


TY 2023 OtherIncreasesSchedule
Name:
JAMES J CAPONE CHARITABLE FOUNDATI
 
C/O LISA TROY TRUSTEE
EIN:
26-1500381
Description Amount
UNREALIZED GAIN ON INVESTMENTS 2,482,057


TY 2023 OtherLiabilitiesSchedule
Name:
JAMES J CAPONE CHARITABLE FOUNDATI
 
C/O LISA TROY TRUSTEE
EIN:
26-1500381
Description Beginning of Year - Book Value End of Year - Book Value
EXCISE TAX PAYABLE    


TY 2023 TaxesSchedule
Name:
JAMES J CAPONE CHARITABLE FOUNDATI
 
C/O LISA TROY TRUSTEE
EIN:
26-1500381
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 3,004   3,004