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Nonprofiteer
← ST MARGARET HALL

Form 990 for tax year 2024

Filed by ST MARGARET HALL.

Totals

Total revenue
$1,355,209
Total expenses
$69,506
Contributions and grants received
$439
Grants paid
$0
Program service revenue
$0
Investment income
$1,426,495
Other revenue
-$71,725
Total assets, end of year
$21,321,397
Total liabilities, end of year
$182,511
Net assets or fund balances, end of year
$21,138,886
Program services expenses (Part IX)
$0
Management and general expenses
$69,506
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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

    $439

  • 3 · Investment income

    total $575,954 · excluded $575,954

  • 7a · Gross sales of assets other than inventory

    securities $8,116,516

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

    securities $7,265,975

  • 7c · Gain or loss

    securities $850,541

  • 7d · Net gain or loss

    total $850,541 · excluded $850,541

  • 11a · Other revenue: LOSS FROM DISCONTINUED OPERATIONS

    total -$71,725 · related or exempt -$71,725

  • 11e · Other revenue, total

    -$71,725

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $69,506 · management and general $69,506

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$219,365 · end of year -$258,809

  • 2 · Savings and temporary cash investments

    beginning of year $748,764 · end of year $392,009

  • 4 · Accounts receivable

    beginning of year $130,021 · end of year $1

  • 11 · Investments: publicly traded securities

    beginning of year $17,565,034 · end of year $19,495,108

  • 15 · Other assets

    beginning of year $1,710,758 · end of year $1,693,088

  • 17 · Accounts payable and accrued expenses

    beginning of year $201,667 · end of year $117,311

  • 21 · Escrow or custodial account liability

    beginning of year $17,670

  • 25 · Other liabilities

    beginning of year $84,250 · end of year $65,200

  • 27 · Net assets without donor restrictions

    beginning of year $19,196,847 · end of year $20,676,020

  • 28 · Net assets with donor restrictions

    beginning of year $434,778 · end of year $462,866

Listed in Part VII

  • SR JEANNE FRANCIS HALEY

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 15 related

  • SR THERESA MARIE PFEFFER

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1 + 14 related

  • MR WILLIAM D HOWE ESQ

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MR WILLIAM HAGERTY

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • SR MARIA ROBERT MULLEN

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MOTHER MARY ROSE HEERY

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 10 related

  • SR M CYRIL METHODIUS KASPER

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • SR M PETER LILLIAN ANGELINE DIMARIA

    MEMBER

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • PATRICIA GATHERS

    PRESIDENT / CEO / COO

    Total calculated
    $767,669
    From this org
    $0
    From related orgs
    $740,589
    Other
    $27,080
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $569,788 related
    Bonus
    $0 + $134,277 related
    Other
    $0 + $36,524 related
    Deferred
    $0 + $23,000 related
    Nontaxable benefits
    $0 + $4,080 related
    Filer's total
    $0 + $767,669 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations 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
2024
Filed
8 November 2025
IRS schema version
2024v5.2
Source object
202523189349303087

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