NATHAN M CLARK FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- NATHAN M CLARK FOUNDATION (EIN 20-1201954)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-27
- IRS object ID
- 202540869349100209
- Schema version
- 2024v5.1
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-27T10:01:29-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320274136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201201954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATHAN M CLARK FOUNDATION 2574-00-48 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 MONTCHANIN ROAD SUITE 2000 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN LOVELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2025-03-27 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEVOLINE CAMPBELL | PreparerPersonNm |
| PTIN | P01784004 | PTIN |
| Phone | 2154196000 | PhoneNum |
| Preparation | 2025-03-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,867,180 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $262,453 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $262,453 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $399,659 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,018,997 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $399,659 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $662,112 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $662,112 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,541 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,541 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,875 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,875 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $4 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,204 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,204 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $89,624 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,416 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,208 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $589,624 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,416 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $506,208 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $72,488 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $578,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $784,331 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $403,447 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $403,447 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $8,800,918 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,253,108 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,463,733 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,585,249 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,656,555 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,867,180 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,585,249 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,656,555 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,585,249 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,656,555 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,585,249 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,656,555 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,585,249 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $72,488 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,657,737 | SubtotalAmt |
| Other Decreases | $1,182 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,656,555 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (228 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3233. AQR STYLE PREMIA ALTERNATIVE FUND | 2024-07-09 | $26,349 | $31,113 | -$4,764 | -$4,764 | ||
| 3. ADOBE SYS INCORP | 2024-02-15 | $1,786 | $1,290 | $496 | $496 | 2022-03-24 | |
| 4. ADOBE SYS INCORP | 2024-02-15 | $2,365 | $1,720 | $645 | $645 | 2022-03-24 | |
| 17. ADOBE SYS INCORP | 2024-02-16 | $9,520 | $7,081 | $2,439 | $2,439 | ||
| 1. ALIGN TECHNOLOGY INC | 2024-05-28 | $255 | $434 | -$179 | -$179 | 2022-03-24 | |
| 4. ALIGN TECHNOLOGY INC | 2024-05-28 | $1,020 | $1,735 | -$715 | -$715 | 2022-03-24 | |
| 1. ALIGN TECHNOLOGY INC | 2024-05-29 | $254 | $434 | -$180 | -$180 | 2022-03-24 | |
| 4. ALIGN TECHNOLOGY INC | 2024-05-29 | $1,012 | $1,735 | -$723 | -$723 | 2022-03-24 | |
| 8. ALIGN TECHNOLOGY INC | 2024-05-30 | $2,061 | $1,801 | $260 | $260 | ||
| 4. ALIGN TECHNOLOGY INC | 2024-05-31 | $1,023 | $781 | $242 | $242 | 2022-11-01 | |
| 26. ALPHABET INC CAP STK CL C | 2024-09-06 | $3,977 | $3,662 | $315 | $315 | 2022-03-24 | |
| 40. ALPHABET INC CAP STK CL C | 2024-09-09 | $6,048 | $5,634 | $414 | $414 | 2022-03-24 | |
| 39. AMAZON.COM INC | 2024-04-08 | $7,225 | $6,366 | $859 | $859 | 2022-03-24 | |
| 7. AMAZON.COM INC | 2024-04-08 | $1,299 | $1,143 | $156 | $156 | 2022-03-24 | |
| 14. AMAZON.COM INC | 2024-04-08 | $2,596 | $2,233 | $363 | $363 | ||
| 2. AMAZON.COM INC | 2024-04-08 | $371 | $222 | $149 | $149 | 2022-05-13 | |
| 6. AMAZON.COM INC | 2024-04-08 | $1,111 | $667 | $444 | $444 | 2022-05-13 | |
| 3. AMAZON.COM INC | 2024-07-09 | $600 | $333 | $267 | $267 | 2022-05-13 | |
| 4. AMAZON.COM INC | 2024-07-09 | $800 | $445 | $355 | $355 | 2022-05-13 | |
| 15. AMAZON.COM INC | 2024-07-09 | $2,996 | $1,621 | $1,375 | $1,375 | ||
| 5. AMAZON.COM INC | 2024-07-09 | $998 | $535 | $463 | $463 | 2022-05-12 | |
| 15. AMAZON.COM INC | 2024-07-10 | $2,993 | $1,604 | $1,389 | $1,389 | 2022-05-12 | |
| 77. AMAZON.COM INC | 2024-11-07 | $16,175 | $7,904 | $8,271 | $8,271 | ||
| 29. AMAZON.COM INC | 2024-11-08 | $6,052 | $2,816 | $3,236 | $3,236 | 2022-11-01 | |
| 11. AMAZON.COM INC | 2024-11-11 | $2,276 | $1,068 | $1,208 | $1,208 | 2022-11-01 | |
| 3. AUTODESK INC | 2024-05-28 | $632 | $639 | -$7 | -$7 | 2022-11-01 | |
| 13. AUTODESK INC | 2024-05-29 | $2,712 | $2,770 | -$58 | -$58 | 2022-11-01 | |
| 19. AUTODESK INC | 2024-05-30 | $3,821 | $4,038 | -$217 | -$217 | ||
| 7. AUTODESK INC | 2024-05-31 | $1,410 | $1,486 | -$76 | -$76 | 2022-03-24 | |
| 6. AUTODESK INC | 2024-05-31 | $1,182 | $1,274 | -$92 | -$92 | 2022-03-24 | |
| 25. AUTODESK INC | 2024-06-03 | $5,375 | $5,308 | $67 | $67 | 2022-03-24 | |
| 8. AUTODESK INC | 2024-06-04 | $1,683 | $1,699 | -$16 | -$16 | 2022-03-24 | |
| 5. AUTODESK INC | 2024-06-04 | $1,054 | $1,062 | -$8 | -$8 | 2022-03-24 | |
| 6782. DFA US SOCIAL CORE EQUITY TWO PORT | 2024-07-09 | $181,758 | $139,496 | $42,262 | $42,262 | ||
| 21297. DFA EMERGING MARKETS SOCIAL CORE EQUITY | 2024-07-09 | $324,566 | $316,334 | $8,232 | $8,232 | ||
| 381.259 DFA US LARGE CAP VALUE PT | 2024-07-09 | $18,049 | $16,954 | $1,095 | $1,095 | ||
| 10253.478 DFA US LARGE CAP VALUE PT | 2024-07-09 | $485,400 | $370,935 | $114,465 | $114,465 | ||
| 58.198 DFA INTERNATIONAL SOCIAL CORE EQUITY | 2024-07-09 | $855 | $863 | -$8 | -$8 | 2024-03-27 | |
| 22447.802 DFA INTERNATIONAL SOCIAL CORE EQUITY | 2024-07-09 | $329,758 | $319,359 | $10,399 | $10,399 | ||
| 13937. GMO QUALITY FUND R6 | 2024-07-09 | $465,078 | $323,472 | $141,606 | $141,606 | ||
| 4. GARTNER GROUP CLASS A | 2024-11-26 | $2,092 | $1,298 | $794 | $794 | 2022-11-01 | |
| 2. GARTNER GROUP CLASS A | 2024-11-27 | $1,040 | $649 | $391 | $391 | 2022-11-01 | |
| 2. GARTNER GROUP CLASS A | 2024-11-29 | $1,038 | $649 | $389 | $389 | 2022-11-01 | |
| 2. GARTNER GROUP CLASS A | 2024-12-02 | $1,034 | $649 | $385 | $385 | 2022-11-01 | |
| 1. GARTNER GROUP CLASS A | 2024-12-02 | $520 | $325 | $195 | $195 | 2022-11-01 | |
| 1. GARTNER GROUP CLASS A | 2024-12-03 | $515 | $325 | $190 | $190 | 2022-11-01 | |
| 2944.474 GLENMEDE DISCIPLINED US EQUITY PORTFOLIO | 2024-07-09 | $68,577 | $65,572 | $3,005 | $3,005 | ||
| 35182.951 GLENMEDE DISCIPLINED US EQUITY PORTFOLIO | 2024-07-09 | $819,411 | $904,881 | -$85,470 | -$85,470 | ||
| 11. MICROSOFT CORP. | 2024-09-06 | $4,420 | $3,332 | $1,088 | $1,088 | 2022-03-24 | |
| 16. MICROSOFT CORP. | 2024-09-09 | $6,487 | $4,847 | $1,640 | $1,640 | 2022-03-24 | |
| 3. NETFLIX INC | 2024-05-16 | $1,834 | $864 | $970 | $970 | 2022-11-01 | |
| 3. NETFLIX INC | 2024-05-16 | $1,847 | $864 | $983 | $983 | 2022-11-01 | |
| 2. NETFLIX INC | 2024-05-16 | $1,221 | $576 | $645 | $645 | 2022-11-01 | |
| 1. NETFLIX INC | 2024-05-16 | $610 | $288 | $322 | $322 | 2022-11-01 | |
| 9. NETFLIX INC | 2024-05-17 | $5,593 | $2,591 | $3,002 | $3,002 | 2022-11-01 | |
| 2. NETFLIX INC | 2024-05-17 | $1,233 | $576 | $657 | $657 | 2022-11-01 | |
| 9. NETFLIX INC | 2024-05-20 | $5,658 | $2,591 | $3,067 | $3,067 | 2022-11-01 | |
| 6. NIKE INC CL B | 2024-07-11 | $440 | $640 | -$200 | -$200 | 2024-02-15 | |
| 12. NIKE INC CL B | 2024-07-11 | $878 | $1,255 | -$377 | -$377 | ||
| 7. NIKE INC CL B | 2024-07-11 | $514 | $720 | -$206 | -$206 | 2024-02-16 | |
| 5. NIKE INC CL B | 2024-07-11 | $366 | $515 | -$149 | -$149 | 2024-02-16 | |
| 18. NIKE INC CL B | 2024-07-12 | $1,323 | $1,851 | -$528 | -$528 | ||
| 1. NIKE INC CL B | 2024-07-12 | $74 | $103 | -$29 | -$29 | 2024-02-16 | |
| 3. NIKE INC CL B | 2024-07-12 | $221 | $308 | -$87 | -$87 | 2024-02-16 | |
| 2. NIKE INC CL B | 2024-07-12 | $148 | $206 | -$58 | -$58 | 2024-02-16 | |
| 1. NIKE INC CL B | 2024-07-12 | $74 | $103 | -$29 | -$29 | 2024-02-16 | |
| 3. NIKE INC CL B | 2024-07-12 | $222 | $308 | -$86 | -$86 | ||
| 3. NIKE INC CL B | 2024-07-12 | $221 | $308 | -$87 | -$87 | 2024-02-16 | |
| 8. NIKE INC CL B | 2024-07-15 | $579 | $819 | -$240 | -$240 | ||
| 7. NIKE INC CL B | 2024-07-15 | $506 | $925 | -$419 | -$419 | 2022-03-24 | |
| 33. NIKE INC CL B | 2024-07-15 | $2,378 | $4,360 | -$1,982 | -$1,982 | 2022-03-24 | |
| 2. NIKE INC CL B | 2024-07-16 | $145 | $264 | -$119 | -$119 | 2022-03-24 | |
| 21. NIKE INC CL B | 2024-07-16 | $1,524 | $2,316 | -$792 | -$792 | ||
| 42. NIKE INC CL B | 2024-07-16 | $3,032 | $3,945 | -$913 | -$913 | 2022-11-01 | |
| 1. PAYPAL HOLDINGS INC | 2024-03-06 | $58 | $68 | -$10 | -$10 | 2023-06-20 | |
| 28. PAYPAL HOLDINGS INC | 2024-03-06 | $1,635 | $1,915 | -$280 | -$280 | 2023-06-20 | |
| 3. PAYPAL HOLDINGS INC | 2024-03-06 | $175 | $205 | -$30 | -$30 | 2023-06-20 | |
| 30. PAYPAL HOLDINGS INC | 2024-03-06 | $1,744 | $2,045 | -$301 | -$301 | ||
| 4. PAYPAL HOLDINGS INC | 2024-03-06 | $233 | $272 | -$39 | -$39 | 2023-06-21 | |
| 8. PAYPAL HOLDINGS INC | 2024-03-07 | $467 | $545 | -$78 | -$78 | 2023-06-21 | |
| 111. PAYPAL HOLDINGS INC | 2024-03-07 | $6,438 | $7,505 | -$1,067 | -$1,067 | ||
| 118. PAYPAL HOLDINGS INC | 2024-03-07 | $6,844 | $13,644 | -$6,800 | -$6,800 | 2022-03-24 | |
| 11. PAYPAL HOLDINGS INC | 2024-03-07 | $646 | $1,013 | -$367 | -$367 | ||
| 1. PAYPAL HOLDINGS INC | 2024-03-07 | $58 | $83 | -$25 | -$25 | 2022-11-01 | |
| 4. PAYPAL HOLDINGS INC | 2024-03-07 | $234 | $333 | -$99 | -$99 | 2022-11-01 | |
| 31. PAYPAL HOLDINGS INC | 2024-03-08 | $1,830 | $2,579 | -$749 | -$749 | 2022-11-01 | |
| 28. PAYPAL HOLDINGS INC | 2024-03-08 | $1,655 | $2,330 | -$675 | -$675 | 2022-11-01 | |
| 3. SALESFORCE INC | 2024-07-01 | $770 | $641 | $129 | $129 | 2022-03-24 | |
| 28. SALESFORCE INC | 2024-07-02 | $7,178 | $5,818 | $1,360 | $1,360 | ||
| 2. SALESFORCE INC | 2024-07-02 | $510 | $320 | $190 | $190 | 2022-11-01 | |
| 11. SALESFORCE INC | 2024-07-02 | $2,818 | $1,761 | $1,057 | $1,057 | 2022-11-01 | |
| 14. SALESFORCE INC | 2024-07-03 | $3,630 | $2,241 | $1,389 | $1,389 | 2022-11-01 | |
| 7. SALESFORCE INC | 2024-07-03 | $1,811 | $1,121 | $690 | $690 | 2022-11-01 | |
| 2. SALESFORCE INC | 2024-07-03 | $517 | $320 | $197 | $197 | 2022-11-01 | |
| 1. SALESFORCE INC | 2024-08-13 | $254 | $160 | $94 | $94 | 2022-11-01 | |
| 1. SALESFORCE INC | 2024-08-13 | $254 | $160 | $94 | $94 | 2022-11-01 | |
| 21. SALESFORCE INC | 2024-08-13 | $5,345 | $3,362 | $1,983 | $1,983 | 2022-11-01 | |
| 23. SALESFORCE INC | 2024-08-14 | $5,882 | $3,682 | $2,200 | $2,200 | 2022-11-01 | |
| 20. SALESFORCE INC | 2024-08-15 | $5,208 | $3,009 | $2,199 | $2,199 | ||
| 1. SERVICENOW INC | 2024-02-22 | $773 | $581 | $192 | $192 | 2022-03-24 | |
| 4. SERVICENOW INC | 2024-02-22 | $3,080 | $2,322 | $758 | $758 | 2022-03-24 | |
| 1. SERVICENOW INC | 2024-02-23 | $781 | $581 | $200 | $200 | 2022-03-24 | |
| 5. SERVICENOW INC | 2024-02-23 | $3,860 | $2,903 | $957 | $957 | 2022-03-24 | |
| 3. SERVICENOW INC | 2024-02-23 | $2,321 | $1,742 | $579 | $579 | 2022-03-24 | |
| 6. SERVICENOW INC | 2024-02-26 | $4,694 | $3,158 | $1,536 | $1,536 | ||
| 2. SERVICENOW INC | 2024-11-19 | $2,013 | $835 | $1,178 | $1,178 | 2022-11-01 | |
| 8. SERVICENOW INC | 2024-11-19 | $8,080 | $3,341 | $4,739 | $4,739 | 2022-11-01 | |
| 6. UNITEDHEALTH GROUP INC | 2024-10-24 | $3,366 | $3,282 | $84 | $84 | 2022-11-01 | |
| 10. UNITEDHEALTH GROUP INC | 2024-10-25 | $5,663 | $5,471 | $192 | $192 | 2022-11-01 | |
| 224. VANGUARD GLOBAL EX US REAL ESTATE | 2024-04-25 | $8,915 | $9,117 | -$202 | -$202 | 2023-05-22 | |
| 4871. VANGUARD GLOBAL EX US REAL ESTATE | 2024-04-25 | $193,864 | $280,519 | -$86,655 | -$86,655 | ||
| 8551. VANGUARD FTSE ALL-WORLD EX-U | 2024-07-09 | $509,198 | $430,962 | $78,236 | $78,236 | ||
| 335. VANGUARD INDEX FDS REAL ESTATE ETF | 2024-04-25 | $26,579 | $26,743 | -$164 | -$164 | 2023-05-22 | |
| 2804. VANGUARD INDEX FDS REAL ESTATE ETF | 2024-04-25 | $222,468 | $192,760 | $29,708 | $29,708 | ||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P | |||||
| CAPITAL GAIN DIVIDENDS | $106,878 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $399,659 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,044 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,044 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,044 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,581 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,581 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,463 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST CO NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SARAH C GOULD | ||||||
| 1650 MARKET ST STE 4000 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| BENJAMIN LOVELL | ||||||
| 1650 MARKET ST STE 4000 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| JAN CLARK | ||||||
| 1650 MARKET ST STE 4000 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| MARY GOULD | ||||||
| 1650 MARKET ST STE 4000 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| ROGER WHITE | ||||||
| 1650 MARKET ST STE 4000 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENMEDE TRUST CO N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $77,540 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,243,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $557,885 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,801,511 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,801,511 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $162,023 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,639,488 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $531,974 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $531,974 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,044 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,044 | TotalTaxAmt |
| Distributable Before Adj | $523,930 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $523,930 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $523,930 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $506,208 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $506,208 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $523,930 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,487 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $29,854 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $85,039 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $74,170 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $191,550 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $506,208 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $506,208 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,722 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,722 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $173,828 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $173,828 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $14,619 | ExcessFromYear3Amt |
| Excess From Year2 | $85,039 | ExcessFromYear2Amt |
| Excess From Year1 | $74,170 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN DANCE FESTIVAL INC | ||||||||
| PO BOX 90772 | Durham | NC | 27708 | NONE | PC | ADF RECRUITMENT | $100,000 | |
| WILMINGTON FRIENDS SCHOOL | ||||||||
| 101 SCHOOL RD | Wilmington | DE | 19803 | NONE | PC | SPEAKER SERIES | $35,000 | |
| UNIVERSITY OF THE ARTS | ||||||||
| 320 S BROAD ST | Philadelphia | PA | 19102 | NONE | PC | SCHOOL OF DANCE | $35,000 | |
| DELAWARE ART MUSEUM | ||||||||
| 2301 KENTMERE PKWY | Wilmington | DE | 19806 | NONE | PC | DELART A BOLD MUSEUM FOR | $100,000 | |
| WILMINGTON BALLET ACADEMY | ||||||||
| 1709 GILPIN AVE | Wilmington | DE | 19806 | NONE | PC | PROGRAMMING AND SCHOLARSHIP | $30,000 | OF DANCE INC |
| Alfred Gillet Trust | ||||||||
| 1350 6TH AVE FLOOR 2 SUITE 266 | New York | NY | 10019 | NONE | PC | SHOEMAKERS MUSEUM | $100,000 | |
| Bennington College | ||||||||
| ONE COLLEGE DRIVE | Bennington | VT | 05201 | NONE | PC | TUITION ASSISTANCE FOR THE | $35,000 | |
| Legacy Global Programs | ||||||||
| 4435 E HOLMES AVE 200 | Mesa | AZ | 852063372 | NONE | PC | FBO FRIENDS OF WAFD - DANS | $30,000 | |
| Legacy Global Programs | ||||||||
| 4435 E HOLMES AVE 200 | Mesa | AZ | 852063372 | NONE | PC | FBO FRIENDS OF WAFD - 2025 | $35,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $262,453 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $399,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $662,112 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $662,112 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $5,000 | Amt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODMORDEN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH ST | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2023-05-10 | GrantDt |
| Grant | $250,000 | GrantAmt |
| Purpose Of Grant | AFFORDABLE HOUSING FOR SENIORS PHASE V EXP. EXCLUSIVELY FOR 170(C)(2)(B) PURPOSES. | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/10/2023 | DatesOfReportsByGranteeTxt |
| Verification | 2023-12-31 | VerificationDt |
| Results Of Verification | CONFIRMED PLANNED USE IN LINE WITH GRANT PURPOSES. | ResultsOfVerificationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING | Desc |
| Amt | $1,182 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $1,204 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,204 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CUSTODIAN & MANAGEMENT FEES (A | $73,616 | $73,616 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $3,925 | $3,925 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $153 | $153 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $4,275 | $4,275 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,447 | $1,447 | $0 |