Monsignor Joseph P Herard Charitable Trust in Dubuque, Iowa (IA)

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Monsignor Joseph P Herard Charitable Trust
Employer Identification Number (EIN)426622479
Name of OrganizationMonsignor Joseph P Herard Charitable Trust
In Care of NameBrian J Kane
Address2100 Asbury Rd Ste 2, Dubuque, IA 52001-3091
SubsectionCharitable Organization
Ruling Date01/2002
DeductibilityContributions are deductible
FoundationOrganization which receives a substantial part of its support from a governmental unit or the general public
OrganizationCorporation
Exempt Organization StatusUnconditional Exemption
Tax Period12/2013
Assets$100,000 to $499,999
Income$25,000 to $99,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$189,036
Amount of Income$78,072
Form 990 Revenue Amount$9,280
National Taxonomy of Exempt Entities (NTEE)Educational Institutions and Related Activities: Scholarships, Student Financial Aid Services, Awards


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Amount of income in 2013: $78,072 (it was $77,485 in 2012)
Monsignor Joseph P Herard Charitable Trust: 

 $78,072
Other organizations performing similar types of work: 

 $41,648

Assets in 2013: $189,036 (it was $175,886 in 2012)
This organization: 

 $189,036
Other organizations performing similar types of work: 

 $65,578

Expenses in 2013: $8,862
This organization: 

 $8,862
Other organizations performing similar types of work: 

 $24,455

Income to expenses ratio in 2013: 8.8
This organization: 

 8.8
Other organizations performing similar types of work: 

 0.5

Grants share in income in 2013: 3.2%
Monsignor Joseph P Herard Charitable Trust: 

 3.2%
Other organizations performing similar types of work: 

 6.6%

Financial snapshot ($)

Revenue for 2013

Support schedule

Revenue, Expenses, and Changes in Net Assets or Fund Balances
201120122013
Total revenue$9,276$7,964$9,280
Contributions, gifts, grants, and similar amounts received$0$0$300
Program service revenue including government fees and contracts$0$0$0
Membership dues and assessments$0$0$0
Investment income$6,240$5,656$5,103
Gain/Loss from sale of assets other than inventory$3,036$2,308$3,877
Gross amount from sale of assets other than inventory$66,412$71,829$72,669
Less: cost or other basis and sales expenses$63,376$69,521$68,792
Net income/loss from gaming and fundraising events$0$0$0
Gross profit/loss from sales of inventory$0$0$0
Other revenue$0$0$0
Total expenses$6,495$8,849$8,862
Total net assets$167,141$175,886$189,036
Excess/Deficit for the year$2,781$-885$418
Net assets or fund balances at beginning of year$176,406$167,141$175,886
Other changes in net assets or fund balances$-12,046$9,630$12,732
Net assets or fund balances at end of year$175,886$189,036
Balance Sheets
201120122013
Total assets$167,141$175,886$189,036
Total liabilities$0$0$0
Net assets or fund balances$167,141$175,886$189,036
Other Information
201120122013
Did the organization engage in any significant activity not previously reported to the IRS?NoNo
Were any significant changes made to the organizing or governing documents?NoNo
Did the organization have unrelated business gross income of $1,000 or more during the year from business activitiesNoNoNo
Has the organization filed a Form 990-T for the year?NoNo
Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year?NoNo
Amount of political expenditures, direct or indirect$0$0
Did the organization file Form 1120-POL for this year?NoNo
Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return?NoNo
Total amount involved$0$0
Initiation fees and capital contributions$0$0$0
Gross receipts for public use of club facilities$0$0$0
Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ?NoNo
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?NoNo
Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi)
Number of organizations supported0
Sum of amounts of support$0
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (for 2009 - 2013)
2009 - 2013 Total
Public Support$300
Subtotal Support$300
Gifts, grants, contributions, and membership fees received$300
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf$0
The value of services or facilities furnished by a governmental unit to the organization without charge$0
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) that exceeds 2% of the total support$0
Total Support$28,937
Public Support$300
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources$28,637
Net income from unrelated business activities, whether or not the business is regularly carried on$0
Other income. Do not include gain or loss from the sale of capital assets$0
Gross receipts from related activities, etc.$0
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2Health Scholarships IncPO BOX 1337, Hawkinsville, GA 31036-7337GA1999-04$177,452,788
3Trinity Higher Education Authority Inc2600 Washington Avenue, Waco, TX 76710TX2015-03$138,316,451
4Educational Services Of America Inc12700 Kingston Pike, Farragut, TN 37934-0917TN1996-06$118,680,448
5American Association Of University Women Inc5814 Spruce Grove Ct, Haymarket, VA 20169VA2010-03$76,791,126
6Greater Texas Foundation6100 Foundation Place Dr, Bryan, TX 77807-1105TX1980-05$42,177,004
7Usa Funds Education Endowment Inc10475 Crosspoint Blvd Ste 230, Indianapolis, IN 46256-3387IN2005-07$41,529,411
8The Posse Foundation Inc14 Wall St 7th Flr, New York, NY 10005-2101NY1996-07$36,905,033
9Montana Higher Education Student Assistance Corporation2500 E Broadway St, Helena, MT 59601-4901MT1983-03$34,966,109
10P E O Educational Loan Fund3700 Grand Ave, Des Moines, IA 50312-2806IA1962-09$9,472,875
11P E O Scholar Awards, C-O P E O Executive Office3700 Grand Ave, Des Moines, IA 50312-2806IA1996-11$3,114,605
12Northwest Iowa Christian School204 Kentucky Ave Nw, Orange City, IA 51041-3304IA2007-06$1,385,014
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18Legacy Of Grace School Tuition Organization Inc300 Eagle Ln, Pella, IA 50219-1997IA2006-08$405,313
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Number of organizations performing similar types of work
Alaska48
Alabama286
Arkansas212
Arizona375
California2,590
Colorado397
Connecticut360
District of Columbia210
Delaware90
Florida1,248
Georgia644
Hawaii125
Iowa241
Idaho90
Illinois1,084
Indiana348
Kansas216
Kentucky271
Louisiana247
Massachusetts819
Maryland580
Maine135
Michigan690
Minnesota353
Missouri459
Mississippi159
Montana122
North Carolina631
North Dakota29
Nebraska124
New Hampshire145
New Jersey1,137
New Mexico122
Nevada157
New York1,581
Ohio902
Oklahoma233
Oregon274
Pennsylvania951
Rhode Island132
South Carolina243
South Dakota54
Tennessee325
Texas2,055
Utah196
Virginia649
Vermont87
Washington473
Wisconsin403
West Virginia110
Wyoming43
International27
Total23,482

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