Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V, line 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBullet See separate instructions.
MediumBulletInformation about Schedule L (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
ST JEANS CREDIT UNION
 
Employer identification number

04-1801520
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501(c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Relationship between disqualified person and organization (c) Description of transaction (d) Corrected?
Yes No





2
Enter the amount of tax incurred by organization managers or disqualified persons during the year under section 4958. ........................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990-EZ, Part V, line 38a, or Form 990, Part IV, line 26; or if the organization reported an amount on Form 990, Part X, line 5, 6, or 22
(a) Name of interested person (b) Relationship with organization (c) Purpose of loan (d) Loan to or from the organization? (e)Original principal amount (f)Balance due (g) In default? (h) Approved by board or committee? (i)Written agreement?
To From Yes No Yes No Yes No
(1) KATHLEEN DONAHUE OFFICER LOAN   X 320,000 319,076   No Yes   Yes  
(2) DAVID SURFACE OFFICER LOAN   X 162,000 140,335   No Yes   Yes  
(3) RICHARD DRAGONE DIRECTOR LOAN   X 309,600 262,770   No Yes   Yes  
(4) KAREN INTERBARTOLO OFFICER LOAN   X 114,500 93,549   No Yes   Yes  
(5) LINDA LEBLANC DIRECTOR LOAN   X 80,000 69,135   No Yes   Yes  
(6) KATHRYN MACDONALD OFFICER LOAN   X 257,000 221,384   No Yes   Yes  
(7) NICOLE MARKEE OFFICER EQUITY LOAN   X 259,000 253,986   No Yes   Yes  
(8) STEPHEN SALVO DIRECTOR LOAN   X 533,850 514,659   No Yes   Yes  
(9) PAUL AMIRAULT DIRECTOR LOAN   X 263     No Yes   Yes  
(10) KATHLEEN DONAHUE OFFICER LOAN   X       No Yes   Yes  
(11) RICHARD DRAGONE DIRECTOR LOAN   X 250,000 228,983   No Yes   Yes  
(12) STEVEN WALSH DIRECTOR LOAN   X 27,550 17,646   No Yes   Yes  
(13) STEVEN WALSH DIRECTOR LOAN   X 159,000 155,256   No Yes   Yes  
(14) STEVEN WALSH DIRECTOR LOAN   X 1,000 927   No Yes   Yes  
(15) NICOLE MARKEE OFFICER LOAN   X 3,852 3,529   No Yes   Yes  
(16) STEPHEN SALVO DIRECTOR LOAN   X 5,500     No Yes   Yes  
(17) STEPHEN SALVO DIRECTOR LOAN   X 162,000 49,370   No Yes   Yes  
(18) JOHN BURKE DIRECTOR LOAN   X 100,000 13,743   No Yes   Yes  
(19) KAREN INTERBARTOLO OFFICER LOAN   X 81     No Yes   Yes  
(20) RICHARD BONNEVIE DIRECTOR LOAN   X 13,066 10,399   No Yes   Yes  
(21) SCOTT RAMSEY OFFICER LOAN   X 8,500 7,878   No Yes   Yes  
(22) SCOTT RAMSEY OFFICER LOAN   X 1,464     No Yes   Yes  
(23) MARILYN DOYLE DIRECTOR LOAN   X 160,000     No Yes   Yes  
(24) RENEE KELLEHER DIRECTOR LOAN   X 340,000 320,357   No Yes   Yes  
(25) IRA NOVOSELSKY DIRECTOR LOAN   X 130,000 52,158   No Yes   Yes  
(26) NICOLE MARKEE OFFICER LOAN   X 22,000 21,788   No Yes   Yes  
(27) NICOLE MARKEE OFFICER LOAN   X 1,000 802   No Yes   Yes  
(28) PATRICK BRADY DIRECTOR LOAN   X 200,000 94,985   No Yes   Yes  
Total ...............Small Bullet $ 2,852,715
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of assistance (d) Type of assistance (e) Purpose of assistance
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2013
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Schedule L (Form 990 or 990-EZ) 2013
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Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
Part V
Supplemental Information
Provide additional information for responses to questions on Schedule L (see instructions).
Return Reference Explanation
Schedule L (Form 990 or 990-EZ) 2013


Additional Data


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