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← MONASTERY OF JESUS MARY AND JOSEPH FOUNDATION

Form 990 for tax year 2024

Filed by MONASTERY OF JESUS MARY AND JOSEPH FOUNDATION.

Totals

Total revenue
$823,965
Total expenses
$397,053
Contributions and grants received
$587,314
Grants paid
$92,500
Program service revenue
$0
Investment income
$236,651
Other revenue
$0
Total assets, end of year
$8,209,385
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$8,209,385
Program services expenses (Part IX)
$396,495
Management and general expenses
$558
Fundraising expenses
$0
Program service expenses (Part III)
$396,495

Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $587,314

  • 1g · Noncash contributions included above

    $27,800

  • 3 · Investment income

    total $48,739 · excluded $48,739

  • 7a · Gross sales of assets other than inventory

    other assets $187,912

  • 7c · Gain or loss

    other assets $187,912

  • 7d · Net gain or loss

    total $187,912 · excluded $187,912

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $50,000 · program services $50,000

  • 2 · Grants to domestic individuals

    total $17,000 · program services $17,000

  • 3 · Grants to foreign organizations and individuals

    total $25,500 · program services $25,500

  • 11b · Fees: legal

    total $828 · program services $555 · management and general $273

  • 11g · Fees: other

    total $285 · management and general $285

  • 13 · Office expenses

    total $171 · program services $171

  • 16 · Occupancy

    total $113,316 · program services $113,316

  • 17 · Travel

    total $841 · program services $841

  • 22 · Depreciation, depletion and amortization

    total $116,416 · program services $116,416

  • 23 · Insurance

    total $30,649 · program services $30,649

  • 24a · Other expenses: ALMS

    total $23,230 · program services $23,230

  • 24b · Other expenses: PRIESTLY STIPENDS & REIMB

    total $7,098 · program services $7,098

  • 24c · Other expenses: SACRISTY ITEMS

    total $6,613 · program services $6,613

  • 24d · Other expenses: MEDICAL EXPENSES

    total $3,106 · program services $3,106

  • 24e · All other expenses

    total $2,000 · program services $2,000

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $288,436 · end of year $246,250

  • 10a · Land, buildings and equipment: cost or other basis

    $4,795,666

  • 10b · Land, buildings and equipment: accumulated depreciation

    $329,845

  • 10c · Land, buildings and equipment, net

    beginning of year $4,582,237 · end of year $4,465,821

  • 11 · Investments: publicly traded securities

    beginning of year $2,724,872 · end of year $3,497,314

  • 27 · Net assets without donor restrictions

    beginning of year $7,595,545 · end of year $8,209,385

Mission and programs · 2024

Mission

THE FOUNDATION IS A PLACE OF RESIDENCE FOR A GROUP OF CLOISTERED WOMEN DEDICATED TO A LIFE OF PRAYER AND CHARITY

  • TO PROVIDE SUPPORT TO THE CLOISTERED, CONTEMPLATIVE NUNS WHO DEVOTE THEIR LIVES TO PRAYER.

    Expenses $379,495 · Grants $75,500

  • TO PROVIDE SUPPORT TO THE CLOISTERED, CONTEMPLATIVE NUNS WHO DEVOTE THEIR LIVES TO PRAYER.

    Expenses $17,000 · Grants $17,000

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Stephen John Ackerman

    OFFICER

    Total calculated
    $0
    Hours/week
    2

  • Robert Masek

    OFFICER

    Total calculated
    $0
    Hours/week
    2

  • Joseph Phillip McNeely

    OFFICER

    Total calculated
    $0
    Hours/week
    2

  • Patricia Sullivan

    VICE PRESIDE

    Total calculated
    $0
    Hours/week
    40

  • Ana Mendez Valdes

    PRESIDENT

    Total calculated
    $0
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2024
Filed
14 February 2025
IRS schema version
2024v5.0
Source object
202510929349300621

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