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Catherine Mary Patten Ttee FY2023 filing

Tax-deductible

Tarrytown, NY501(c)(3) EIN 85-6246647Revenue $785K in FY2023Latest return filed May 13, 2025

On file with the IRS50 Wilson Park Dr, 10591-3023 · Tarrytown, NYTax-exempt since Mar 1946Church

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A charitable trust established to provide funding for the religious, charitable and educational activities and ministries in keeping with the mission of the Religious of the Sacred Heart of Mary.

501(c)(3) charity; gifts are tax-deductible.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $1.9M a year · 98% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
0%
of spending
Concern: 0% of spending went to programs; under 50%.
Pt IX · Ln 25 · col B
Cash reserves
24 mo
of spending, in cash
Plus $9.7M in investments, Pt X · Ln 11–13
Looks good: 23.6 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$785K
+151% vs prior year
Spent
$46K
To programs
0%
Net assets
$9.8M
By yearFY2020–FY2024
Revenue
$785K
FY2023▲ +151%
Tap a bar for its year
Revenue by fiscal year
FY2020$2.2M
FY2021$5.9M
FY2022$312K
FY2023$785K
FY2024$344K
Expenses
$46K
FY2023▼ -8%
Tap a bar for its year
Expenses by fiscal year
FY2020$7K
FY2021$38K
FY2022$50K
FY2023$46K
FY2024$46K
Net assets
$9.8M
FY2023▲ +20%
Tap a bar for its year
Net assets by fiscal year
FY2020$2.7M
FY2021$9.4M
FY2022$8.1M
FY2023$9.8M
FY2024$11.3M

From the FY2023 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

What each dollar paid for.

Fundraising 100% · $46K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Clare Horn
Trustee
$0Pt VII · Sec A
See Catherine Mary Patten Ttee executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Funds religious, charitable, and educational activities aligned with the Sacred Heart of Mary mission.

Questions for Catherine Mary Patten Ttee

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1 program · in their own filed words · FY2023
01

None for 2023

Pt IX · col B

By the numbers

The FY2023 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$785K
Ln 12
Investment incomeLn 3$775K
Gifts and grantsLn 1h$10K
Money outPt IX
$46K
Ln 25
Fundraisingcol D$46K
Owns and owesPt X
$9.8M
net assets · Ln 32
Cash and savingsLn 1–2$91K
Total assetsLn 16$9.8M
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a0
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$10K
Investment incomeLn 3$775K
Gains on assetsLn 7$574K
Total revenueLn 12$785K
Assets in detailPt X, end of year
SavingsLn 2$91K
Cash and savings togetherLn 1–2$91K
InvestmentsLn 11–13$9.7M
Total assetsLn 16$9.8M
LiabilitiesLn 26$0
Net assetsLn 32$9.8M
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$249K$91K
InvestmentsLn 11–13$7.9M$9.7M
Total assetsLn 16$8.1M$9.8M
LiabilitiesLn 26$0$0
Net assetsLn 32$8.1M$9.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Investment management feesLn 11f$46K$0$0$46K
Total functional expensesLn 25$46K$0$0$46K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS May 13, 2025 $344K$46K$298K$11.3M 990 PDF
FY2023 ViewingFiled with the IRS May 13, 2024 $785K$46K$738K$9.8M 990 PDF
FY2022Filed with the IRS May 11, 2023 $312K$50K$262K$8.1M 990 PDF
FY2021Filed with the IRS May 10, 2022 $5.9M$38K$5.9M$9.4M 990 PDF
FY2020Filed with the IRS May 18, 2021 $2.2M$7K$2.2M$2.7M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $784,702 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $158,126$10,000
I-9 Program service revenue$0
I-10 Investment incomePrior year $154,315$774,702
I-11 Other revenue$0
I-12 Total revenuePrior year $312,441$784,702
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $50,060$46,296
I-18 Total expensesPrior year $50,060$46,296
I-19 Revenue less expensesPrior year $262,381$738,406
Part VI · Governance 4 to look at
VI-1a Voting members of the governing body0
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $784,702 across 5 lines filed
VIII-1d Related organizations$10,000
VIII-1h Total contributions, gifts and grants$10,000
VIII-3 Investment incomeUnrelated business $0 · Excluded from tax $201,112$201,112
VIII-7 Net gain or loss on sales of assetsRelated to mission $0 · Unrelated business $0 · Excluded from tax $573,590$573,590
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $774,702$784,702
Part IX · Statement of functional expenses $46,296 across 1 line filed
IX-11f Investment management feesPrograms $0 · Management $0 · Fundraising $46,296$46,296
IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $46,296$46,296
Part X · Balance sheet $9,752,391 assets, 7 lines filed
X-2 Savings and temporary cash investmentsStart of year $249,219$90,921
X-11 Publicly traded securitiesStart of year $7,897,727$9,661,470
X-16 Total assetsStart of year $8,146,946$9,752,391
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $8,146,946$9,752,391
X-32 Total net assets or fund balancesStart of year $8,146,946$9,752,391
X-33 Total liabilities and net assetsStart of year $8,146,946$9,752,391
Part XI · Reconciliation of net assets $9,752,391 net assets at year end
XI-1 Total revenue$784,702
XI-2 Total expenses$46,296
XI-3 Revenue less expenses$738,406
XI-4 Net assets at start of year$8,146,946
XI-5 Net unrealized gains (losses) on investments$867,039
XI-10 Net assets at end of year$9,752,391

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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