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← MONASTERY OF JESUS MARY AND JOSEPH FOUNDATION

Form 990 for tax year 2023

Filed by MONASTERY OF JESUS MARY AND JOSEPH FOUNDATION.

Totals

Total revenue
$723,504
Total expenses
$517,177
Contributions and grants received
$600,039
Grants paid
$215,000
Program service revenue
$0
Investment income
$123,314
Other revenue
$151
Total assets, end of year
$7,595,545
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$7,595,545
Program services expenses (Part IX)
$516,627
Management and general expenses
$550
Fundraising expenses
$0
Program service expenses (Part III)
$516,627

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

    $600,039

  • 1g · Noncash contributions included above

    $27,800

  • 3 · Investment income

    total $70,054 · excluded $70,054

  • 7a · Gross sales of assets other than inventory

    other assets $53,260

  • 7c · Gain or loss

    other assets $53,260

  • 7d · Net gain or loss

    total $53,260 · excluded $53,260

  • 11a · Other revenue: REBATES, REFUNDS AND CREDITS

    total $151 · excluded $151

  • 11e · Other revenue, total

    $151

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $205,000 · program services $205,000

  • 3 · Grants to foreign organizations and individuals

    total $10,000 · program services $10,000

  • 11b · Fees: legal

    total $1,040 · program services $700 · management and general $340

  • 11g · Fees: other

    total $210 · management and general $210

  • 16 · Occupancy

    total $141,580 · program services $141,580

  • 17 · Travel

    total $5,769 · program services $5,769

  • 22 · Depreciation, depletion and amortization

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

  • 24a · Other expenses: ALMS

    total $11,025 · program services $11,025

  • 24b · Other expenses: PRIESTLY STIPENDS & REIMB

    total $10,644 · program services $10,644

  • 24c · Other expenses: MEDICAL EXPENSES

    total $6,845 · program services $6,845

  • 24d · Other expenses: SACRISTY ITEMS

    total $6,148 · program services $6,148

  • 24e · All other expenses

    total $2,500 · program services $2,500

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $238,276 · end of year $288,436

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

    $4,795,666

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

    $213,429

  • 10c · Land, buildings and equipment, net

    beginning of year $4,698,653 · end of year $4,582,237

  • 11 · Investments: publicly traded securities

    beginning of year $2,250,888 · end of year $2,724,872

  • 27 · Net assets without donor restrictions

    beginning of year $7,187,817 · end of year $7,595,545

Mission and programs · 2023

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 $516,627 · Grants $215,000

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

As filed on the 2023 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 Philip 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
2023
Filed
22 February 2024
IRS schema version
2023v4.0
Source object
202440609349301804

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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