2024-09-27T19:49:08-04:00 2024-06-30 770000018 GRIMBLEBY COLEMAN CPAS INC 200 W ROSEBURG AVE MODESTO CA 953505255 990 2023-07-01 770164690 MONSIGNOR WILLIAM P KENNEDY EDUCATION FOUNDATION MONS 2095244170 501 W GRANGER AVE MODESTO CA 95350 SEAN MULLINS TREASURER 2099189393 2024-08-20 true true DEBORAH SANDERS P00641705 2095274220 2024-09-26 2023 2024-10-15 13:58:12Z JOHN RESSO 501 W GRANGER MODESTO CA 95350 136775 false X OLFCATHOLICSCHOOL.COM/SUPPORT-US/MONSI X 1987 CA TO SUPPORT THE OUR LADY OF FATIMA SCHOOL. 6 6 0 8 0 141464 63727 0 73109 73048 0 214573 136775 120000 127000 0 0 0 0 8798 7295 128798 134295 85775 2480 3305367 3445686 0 3305367 3445686 TO SUPPORT THE OUR LADY OF FATIMA SCHOOL. false false 127000 127000 DONATIONS TO OUR LADY OF FATIMA SCHOOL 127000 true true false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false X 6 6 true false false false false false false true true false false false true false true false false false false false CA X GRIMBLEBY COLEMAN CPAS 2095274220 200 W ROSEBURG AVE MODESTO CA 95350 X FR ERNESTO MADRIGAL PRESIDENT 1.00 X X 0 0 0 JOHN RESSO CHAIRMAN 1.00 X X 0 0 0 PAM O'BRIEN PRINCIPAL 1.00 X X 0 0 0 SEAN MULLINS TREASURER 1.00 X X 0 0 0 DAVID SPRINGER SECRETARY 1.00 X X 0 0 0 JOAN HART DIRECTOR 1.00 X 0 0 0 CARLO JIMENEZ DIRECTOR 1.00 X 0 0 0 false false false 63727 63727 73048 73048 136775 73048 127000 127000 7220 7220 INVESTMENT FEES 75 75 134295 127000 7295 0 540330 42927 2765037 3402759 3305367 3445686 0 0 X 2179050 1913340 1126317 1532346 3305367 3445686 3305367 3445686 2480 137839 X false false false X X X 1 OUR LADY OF FATIMA OUR LADY OF FATIMA 431989163 2 true 127000 0 1 127000 0 true false false false false false false false false false false false false false false true false true 0 0 73109 73048 73109 73048 0 0 8798 7295 64311 65753 2725359 3125005 420629 172981 0 3145988 3297986 0 0 3145988 3297986 47190 49470 3098798 3248516 108458 113698 0 108458 113698 64311 54664 108458 108458 0 108458 127000 0 0 0 0 0 127000 0 108458 0.000000000000 108458 0 0 0 0 125466 120000 245466 0 108458 0 137008 127000 0 127000 0 0 264008 0 0 17008 120000 127000 PART IV, SECTION D, LINE 2 DAVID SPRINGER, THE OUR LADY OF FATIMA (OLF) PARISH ADMINISTRATOR AND THE MONSIGNOR WILLIAM P. KENNEDY EDUCATION'S (THE ORGANIZATION) SECRETARY, ATTENDS ALL THE ORGANIZATIONS BOARD MEETINGS AND SERVES AS A LIAISON BETWEEN THE OLF SCHOOL AND THE ORGANIZATION. IN THE COURSE OF HIS DUTIES AS PARISH ADMINISTRATOR, MR. SPRINGER COMMUNICATES WITH THE OLF SCHOOL'S PRINCIPAL ON AT LEAST A WEEKLY BASIS REGARDING VARIOUS ISSUES, INCLUDING THE OLF SCHOOL'S BUDGET AND FINANCES. ADDITIONALLY, THE OLF SCHOOL'S PRINCIPAL IS OCCASIONALLY INVITED TO ATTEND THE ORGANIZATION'S BOARD MEETING TO PROVIDE REPORTS AND INFORMATION REGARDING THE SCHOOL. PART IV, SECTION D, LINE 3 THE SUPPORTED ORGANIZATION, OUR LADY OF FATIMA (OLF) HAD A SIGNIFICANT VOICE IN THE INVESTMENT POLICIES OF THE MONSIGNOR WILLIAM P. KENNEDY EDUCATION FOUNDATION (THE ORGANIZATION) AS EVIDENCED BY THE FOLLOWING: 1. THE MEMBER OF THE ORGANIZATION, DAVID SPRINGER, ALSO THE PARISH ADMINISTRATOR, ASSISTS THE BOARD IN DIRECTING THE ORGANIZATION'S INVESTMENT POLICIES. 2. MR. SPRINGER ADVISES THE BOARD WHEN THE SCHOOL WILL NEED OR EXPECT TO RECEIVE THE ORGANIZATION'S ANNUAL DISTRIBUTIONS. 3. DISTRIBUTIONS FROM THE ORGANIZATION ARE MADE ANNUALLY OR MORE FREQUENTLY DEPENDING ON THE NEEDS OF OLF. 4. OLF IS THE ONLY GRANT RECEIPIENT OF THE ORGANIZATION. 5. MR. SPRINGER AND/OR THE PRINCIPAL OF OLF HAVE, ON OCCASION, MADE PRESENTATIONS TO THE ORGANIZATION'S GOVERNING BOARD TO REQUEST DISTRIBUTIONS FOR A SPECIFIC PURPOSE (EX. COMPUTER LAB UPGRADES, ETC.). STARTING IN 2015 THE BOARD OF THE ORGANIZATION WILL EARMARK AT LEAST A PORTION OF ITS DISTRIBUTIONS TO OLF FOR SPECIFIC PURPOSES: KEEPING THE OLF COMPUTER LAB AND CLASSROOM TECHNOLOGY UP TO DATE AND PROVIDING TUITION ASSISTANCE FOR LOWER-INCOME FAMILIES. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1126317 63555 -349694 7220 1532346 1681068 37849 584125 8475 1126317 3442431 -158353 1594842 8165 1681071 2770156 34753 643302 5780 3442431 2924076 32030 -180390 5560 2770156 false false CHARLES SCHWAB 3402759 F 3402759 SCHEDULE D, PAGE 2, PART V, LINE 4 THE INTENDED USE OF RESTRICTED FUNDS IS TO SUPPORT THE OUR LADY OF FATIMA SCHOOL THROUGH INVESTMENT EARNINGS. false OUR LADY OF FATIMA SCHOOL 501 W GRANGER AVE MODESTO CA 95350 431989163 127000 ASSIST SCHOOL FORM 990 FULL WEBSITE ADDRESS: HTTPS://OLFCATHOLICSCHOOL.COM/SUPPORT-US/MONSIGNOR- WILLIAM-P-KENNEDY-EDUCATION-FOUNDATION FORM 990, PAGE 6, PART VI, LINE 2 JOHN RESSO, PROFESSIONAL LAW CORP. DAVID SPRINGER CHAIRMAN SECRETARY LEGAL SERVICES PROVIDED JOHN RESSO, PROFESSIONAL LAW CORP. SEAN MULLINS CHAIRMAN DIRECTOR LEGAL SERVICES PROVIDED SEAN F. MULLINS, DDS JOHN FICHTENKORT DIRECTOR TREASURER DENTAL CARE PROVIDED GOULD MEDICAL FOUNDATION SEAN MULLINS TREASURER DIRECTOR MEDICAL CARE PROVIDED FORM 990, PAGE 6, PART VI, LINE 11B FORM 990 WAS MADE AVAILABLE TO ALL MEMBERS OF THE GOVERNING BODY BEFORE FILING. FORM 990, PAGE 6, PART VI, LINE 12C POTENTIAL CONFLICTS OF INTEREST ARE ADDRESSED AT BOARD MEETINGS. FORM 990, PAGE 6, PART VI, LINE 19 INFORMATION IS AVAILABLE TO THE PUBLIC DURING NORMAL BUSINESS HOURS UPON 30 DAY ADVANCED WRITTEN REQUEST.