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← ALOYSIUS J & EUGENE F FRANZ FOUNDATION FOR THE CONGREGATION OF

Form 990 for tax year 2023

Filed by ALOYSIUS J & EUGENE F FRANZ FOUNDATION FOR THE CONGREGATION OF.

Totals

Total revenue
$1,385,749
Total expenses
$2,277,964
Contributions and grants received
$700
Grants paid
$2,188,006
Program service revenue
$0
Investment income
$1,286,454
Other revenue
$98,595
Total assets, end of year
$35,824,029
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$35,824,029
Program services expenses (Part IX)
$2,188,006
Management and general expenses
$89,958
Fundraising expenses
$0
Program service expenses (Part III)
$2,188,006

Program services were 96.1% 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

    $700

  • 3 · Investment income

    total $1,120,801 · excluded $1,120,801

  • 6a · Gross rents

    real property $98,595

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $98,595

  • 6d · Net rental income or loss

    total $98,595 · excluded $98,595

  • 7a · Gross sales of assets other than inventory

    securities $2,263,449

  • 7b · Less cost or other basis and sales expenses

    securities $2,097,796

  • 7c · Gain or loss

    securities $165,653

  • 7d · Net gain or loss

    total $165,653 · excluded $165,653

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,063,222 · program services $2,063,222

  • 3 · Grants to foreign organizations and individuals

    total $124,784 · program services $124,784

  • 11b · Fees: legal

    total $1,856 · management and general $1,856

  • 11c · Fees: accounting

    total $5,500 · management and general $5,500

  • 11f · Fees: investment management

    total $75,443 · management and general $75,443

  • 24a · Other expenses: REAL ESTATE TAXES

    total $4,287 · management and general $4,287

  • 24b · Other expenses: DEVELOPMENT EXPENSE

    total $2,872 · management and general $2,872

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $161,929 · end of year $121,709

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

    $692,364

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $692,364 · end of year $692,364

  • 11 · Investments: publicly traded securities

    beginning of year $35,845,629 · end of year $34,993,634

  • 15 · Other assets

    beginning of year $16,322 · end of year $16,322

  • 29 · Capital stock, trust principal or current funds

    beginning of year $10,042,455 · end of year $10,042,455

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $26,673,789 · end of year $25,781,574

Mission and programs · 2023

Mission

SUPPORT OF THE CONGREGATION OF THE MISSION VINCENTIAN COMMUNITY WORLDWIDE AND PROVIDE FINANCIAL ASSISTANCE TO PROMOTE THE LIFE AND WORKS OF THE VINCENTIAN MISSION.

Activities or mission (Part I)

TO PROVIDE FINANCIAL ASSISTANCE AND SUPPORT TO THE CONGREGATION OF THE MISSION WESTERN PROVINCE.

  • PROVIDE CONTINUING SUPPORT TO DEVELOPING CATHOLIC MISSIONARY PROJECTS THROUGHOUT THE WORLD.

    Expenses $2,063,222 · Grants $2,063,222

  • TO PROVIDE FINANCIAL SUPPORT AS MANAGER OF PATRIMONIAL FUND TO BENEFIT THE PROVINCE OF NORTH INDIA AS PER AGREEMENT BETWEEN THE FOUNDATION AND THE PROVINCE OF NORTH INDIA ORIGINALLY EXECUTED IN 2010.

    Expenses $124,784 · Grants $124,784

As filed on the 2023 return.

Listed in Part VII

  • Father Robert Maloney Cm

    PRESIDENT/CHAIRMAN OF THE

    Total calculated
    $0
    Hours/week
    10

  • Father Patrick Griffin Cm

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Father Thomas McKenna Cm

    VICE PRESIDENT/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Father Raymond Van Dorpe Cm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Father Daniel Borlik Cm

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
29 January 2025
IRS schema version
2023v6.0
Source object
202500299349301760

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