MARY DALY MACFARLAND FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- MARY DALY MACFARLAND FOUNDATION TR (EIN 02-6134751)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-02-20
- IRS object ID
- 202410519349100811
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-20T14:25:26-06:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231398811 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DILWORTH PAXSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 Market St | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191022101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 026134751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARY DALY MACFARLAND FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARY | BusinessNameControlTxt |
| Phone | 2155757000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | co BAR 1500 Market St 3500E 3500E | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mabeth Hudson | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2155757000 | PhoneNum |
| Signature | 2024-02-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mabeth | PersonFirstNm |
| Person Last | Hudson | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carol Remetz | PreparerPersonNm |
| PTIN | P00440107 | PTIN |
| Phone | 2157512085 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,145,995 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $125,363 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $125,363 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $36,385 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,612,816 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $36,385 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $161,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $161,758 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $17,982 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $17,982 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,796 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,796 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $21,778 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,778 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $156,278 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,778 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $134,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,480 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $139,980 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $133,304 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,804 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,804 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,214,777 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,368,542 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $5,099,191 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,348,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,415,346 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,145,995 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,060,785 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,348,081 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,354,561 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,348,081 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,415,346 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,348,081 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,415,346 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,348,081 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,480 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,061,785 | OtherIncreasesAmt |
| Subtotal | $4,415,346 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,415,346 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| SHORT TERM CAPITAL GAINS/LOSSES | $963,999 | $1,003,232 | -$39,233 | -$39,233 |
| LONG TERM CAPITAL GAINS/LOSSES | $648,817 | $573,199 | $75,618 | $75,618 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $36,385 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,946 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,946 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,946 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,151 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,151 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $29 | EsPenaltyAmt |
| Tax Due | $824 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | Dilworth Paxon LLP | IndividualWithBooksNm |
| Phone | 2155757000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 MARKET STREET SUITE 3500E | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2020 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MABETH W HUDSON | ||||||||
| 15225 TANRARD ROAD | SPARKS | MD | 21152 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARY W TURNER | ||||||||
| 420 COVERED BRIDGE ROAD | KING OF PRUSSIA | PA | 19406 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRUCE R WILSON | ||||||||
| 1145 HARBOR DRIVE | DEL RAY BEACH | FL | 33483 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLINE D ELLISON | ||||||||
| 967 CLOVERLY ROAD | BERWYN | PA | 19312 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | FOUNDATION IS NOT ENGAGED IN ANY DIRECT CHARITABLE ACTIVITIES. IT PROVIDES GRANTS AND CONTRIBUTIONS TO CHARITABLE ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,625,822 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $109,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,734,850 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,734,850 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,678,827 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,946 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,946 | TotalTaxAmt |
| Distributable Before Adj | $181,995 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $181,995 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $181,995 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $134,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $134,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,995 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $153,781 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $30 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $134,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $134,500 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $30 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $30 | Taxable1Amt |
| Taxable2 | $19,281 | Taxable2Amt |
| Undistributed Income CY | $181,995 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ARTS GARAGE | ||||||
| 6100 E 23RD Ave | DENVER | CO | 80207 | PUBLIC | GENERAL | $1,000 |
| CAPE MAY CARES | ||||||
| 639 lAFAYETTE sTREET | CAPE MAY | NJ | 08204 | PUBLIC | GENERAL | $7,000 |
| CAROLINE CENTER | ||||||
| 900 SOMERSET STREET | BALTIMORE | MD | 21202 | PUBLIC | GENERAL | $5,000 |
| CHARLES E SMITH LIFE COMMUNITIES | ||||||
| 6121 MONTROSE ROAD | NORTH BETHESBA | MD | 20852 | PUBLIC | GENERAL | $1,000 |
| CHESTER COUNTY FOOD BANK | ||||||
| 650 PENNSYLVANIA SRIVE | EXTON | PA | 19341 | PUBLIC | GENERAL | $2,000 |
| CHURCH OF THE ADVENT | ||||||
| 12 BYBERRY ROAD | HATBORO | PA | 19040 | PUBLIC | GENERAL | $2,000 |
| COLLEGE TRACKS | ||||||
| 8737 COLESVILLE ROAD SUITE 1010 | SILVER SPRINGS | MD | 20910 | PUBLIC | GENERAL | $2,500 |
| DELAWARE VALLEY FRIENDS SCHOOL | ||||||
| 19 E CENTRAL AVENUE | PAOLI | PA | 19301 | PUBLIC | GENERAL | $8,000 |
| GIVING CONNECTION | ||||||
| 304 NANTUCKET DRIVE | CAPE MAY | NJ | 08204 | PUBLIC | GENERAL | $6,000 |
| HOMECOMING PROJECT | ||||||
| PO BOX 1190 | BEL AIR | MD | 21014 | PUBLIC | GENERAL | $6,000 |
| JEWISH COUNCIL FOR THE AGING | ||||||
| 12320 PARKLAWN DRIVE | ROCKVILLE | MD | 20852 | PUBLIC | GENERAL | $1,000 |
| MAKOM | ||||||
| 2013 SAMSON STREET | PHILADELPHIA | PA | 19103 | PUBLIC | GENERAL | $1,000 |
| MARIAN HOUSE | ||||||
| 949 GORSUCH AVENUE | BALTIMORE | MD | 21218 | PUBLIC | GENERAL | $5,000 |
| MONTGOMERY COUNTY PA EMERGENCY SERVICES | ||||||
| 50 BEECH DRIVE | NORRISTOWN | PA | 19403 | PUBLIC | GENERAL | $7,000 |
| PETER'S PLACE | ||||||
| 1500 NORTH RADNOR CHESTER ROAD | RADNOR | PA | 19087 | PUBLIC | GENERAL | $4,000 |
| SAINT LUKES YOUTH CENTER | ||||||
| 217 N CAREY STREET | BALTIMORE | MD | 21223 | PUBLIC | GENERAL | $6,000 |
| THE CLINIC IN PHEONIXVILLE | ||||||
| 143 CHURCH STREET | PHOENIXVILLE | PA | 19460 | PUBLIC | GENERAL | $4,000 |
| VOLUNTEERS IN MEDICINE OF CAPE MAY COUNTY | ||||||
| 423 ROUTE 9 NORTH | CAPE MAY COURT HOUSE | NJ | 08210 | PUBLIC | GENERAL | $3,000 |
| WAYNE SENIOR CENTER | ||||||
| 108 STATION ROAD | WAYNE | PA | 19087 | PUBLIC | GENERAL | $5,000 |
| WELL FOR THE JOURNEY INC | ||||||
| 400 WEST PENNSYLVANIA AVE | TOWSON | MD | 21204 | PUBLIC | GENERAL | $13,000 |
| WAYSIDE HOUSE | ||||||
| 378 NE Sixth Ave | Delray Beach | FL | 33483 | PUBLIC | GENERAL | $3,000 |
| EVERY MIND | ||||||
| 10000 Twinbrook Parkway | Rockville | MD | 20851 | PUBLIC | GENERAL | $1,000 |
| NEXT HARM REDUCTION | ||||||
| 243 5th AVENUE | NEW YORK | NY | 10016 | PUBLIC | GENERAL | $6,000 |
| PAWS RESCUE | ||||||
| 100 N 2nd STREET | PHILADELPHIA | PA | 19106 | PUBLIC | GENERAL | $10,000 |
| NEW JERSEY AUDUBON SOCIETY | ||||||
| 9 HARSCRABBLE ROAD | BERNARDSVILLE | NJ | 07924 | PUBLIC | GENERAL | $3,000 |
| GILCHRIST | ||||||
| 11311 MCCORMICK ROAD | HUNT VALLEY | MD | 21031 | PUBLIC | GENERAL | $2,000 |
| RESINANT HORSE | ||||||
| 260 CREEK ROAD | PHOENIXVILLE | PA | 19460 | PUBLIC | GENERAL | $8,000 |
| THE AMERICAN LITTORAL SOCIETY | ||||||
| 6 G STREET | MILLVILLE | NJ | 08332 | PUBLIC | GENERAL | $5,000 |
| JEWISH SOCIAL SERVICES | ||||||
| 200 WOOD HILL ROAD | ROCKVILLE | MD | 20850 | PUBLIC | GENERAL | $2,000 |
| AMERICAN HEART ASSOCIATION | ||||||
| 7272 GREENVILLE AVENUE | DALLAS | TX | 75231 | PUBLIC | GENERAL | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $125,363 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $36,385 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $161,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $161,758 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| fixed income | $299,444 | $289,597 |
| Fidelity govt Money market | $1,965,111 | $1,965,111 |
| Equities | $2,103,987 | $2,844,483 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN TAX WITHHOLDING ON DIVIDENDS | Desc |
| Revenue And Expenses Per Books | $3,796 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $3,796 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADDITION TO ACCOUNT | $2,060,785 |
| PRIOR PERIOD GIFT | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| New Edge INVESTMENT MANAGEMENT FEE | $17,982 | $17,982 | $0 |
| $0 | $0 | $0 | |
| $0 | $0 | $0 |