WELFARE FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WELFARE FOUNDATION INC (EIN 51-6015916)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-12
- IRS object ID
- 202403179349100705
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-12T06:09:39-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510267254 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUMPERS & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1104 PHILADELPHIA PIKE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198092031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516015916 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELFARE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WELF | BusinessNameControlTxt |
| Phone | 3026838245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH STREET 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CHRISTOPHER GRUNDNER | PersonNm |
| Person Title | PRESIDENT AND CEO | PersonTitleTxt |
| Phone | 3026838245 | PhoneNum |
| Signature | 2024-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS S KOOK CPA | PreparerPersonNm |
| PTIN | P01332907 | PTIN |
| Phone | 3027983300 | PhoneNum |
| Preparation | 2024-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $109,227,609 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,302 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $1,553,489 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,553,489 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,317,210 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,344,780 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,317,210 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,052 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,052 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $4,894,053 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,872,751 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $228,489 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $114,245 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $114,245 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $74,960 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $37,480 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $37,480 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $93,159 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $46,580 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $46,580 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,423 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $20,021 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $149 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,775 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $13,550 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $486,990 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $485,380 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,610 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $364,317 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $48,378 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,466 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $5,804 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,250 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,200 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $5,933 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,933 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $78,006 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $77,391 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,393,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $758,859 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $318,604 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,602,119 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $5,472,119 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,995,775 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $758,859 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $5,790,723 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,101,722 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,113,892 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $287,789 | CashBOYAmt |
| Cash EOY | $125,094 | CashEOYAmt |
| Cash EOYFMV | $125,094 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $6,565,386 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $10,374,255 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $10,374,255 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $48,949 | AcctRcvblAmt |
| Acct Rcvbl BOY | $61,303 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $48,949 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $48,949 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $139,003 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $60,407 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $60,407 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $15,714,527 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,490,083 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,233,355 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $127,983 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments BOY | $127,983 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $127,983 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,050,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $58,125,279 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,716,366 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $72,245,694 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $109,897 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,042 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $94,060 | LandBOYAmt |
| Land EOY | $89,855 | LandEOYAmt |
| Land EOYFMV | $89,855 | LandEOYFMVAmt |
| Total Assets BOY | $81,115,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $79,032,992 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $109,227,609 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $67,505 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $55,429 | AccountsPayableEOYAmt |
| Grants Payable BOY | $1,280,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $410,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $193,018 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $406,889 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,540,523 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $872,318 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $79,574,807 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $78,160,674 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,574,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,160,674 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $81,115,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $79,032,992 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,574,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,101,722 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,473,085 | SubtotalAmt |
| Other Decreases | $312,411 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,160,674 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| LITIGATION PROCEEDS | P | 2022-01-01 | 2023-12-31 | $76 | $76 | $76 | |
| WILMINGTON TRUST 017432-001 LT CAPITAL GAINS | P | 2022-01-01 | 2023-12-31 | $4,994,791 | $1,659,230 | $1,659,230 | $3,335,561 |
| KING STREET | P | 2022-01-01 | 2023-12-31 | $67,312 | $34,768 | $34,768 | $32,544 |
| WHALE ROCK FLAGSHIP FUND | P | 2022-01-01 | 2023-12-31 | $940,175 | -$59,825 | -$59,825 | $1,000,000 |
| WHALE ROCK FLAGSHIP FUND - 0144 | P | 2022-01-01 | 2023-12-31 | $1,344,995 | -$500,333 | -$500,333 | $1,845,328 |
| SENATOR LIQUIDATING CLASS | P | 2022-01-01 | 2023-12-31 | $141,856 | $87,726 | $87,726 | $54,130 |
| ABDIEL QUALIFIED OFFSHORE PARTNERS | P | 2022-01-01 | 2023-12-31 | $1,858,223 | $1,379,673 | $1,379,673 | $478,550 |
| GQG PARTNERS S/T | P | 2023-01-01 | 2023-12-31 | -$147,664 | -$147,664 | $147,664 | |
| GQG PARTNERS L/T | P | 2022-01-01 | 2023-12-31 | $109,265 | $109,265 | $109,265 | |
| WELLINGTON - CTF SELECT LEADERS S/T | P | 2023-01-01 | 2023-12-31 | -$58,699 | -$58,699 | $58,699 | |
| WELLINGTON - CTF SELECT LEADERS L/T | P | 2022-01-01 | 2023-12-31 | -$42,036 | -$42,036 | $42,036 | |
| WELLINGTON - INTERNATIONAL QUALITY S/T | P | 2023-01-01 | 2023-12-31 | $16,127 | $16,127 | $16,127 | |
| WELLINGTON - INTERNATIONAL QUALITY L/T | P | 2022-01-01 | 2023-12-31 | -$15,923 | -$15,923 | $15,923 | |
| CASDIN S/T | P | 2023-01-01 | 2023-12-31 | $5,782 | $5,782 | $5,782 | |
| CASDIN L/T | P | 2022-01-01 | 2023-12-31 | -$17,135 | -$17,135 | $17,135 | |
| ECHO STREET GOODCO S/T | P | 2023-01-01 | 2023-12-31 | $212,267 | $212,267 | $212,267 | |
| ECHO STREET GOODCO L/T | P | 2022-01-01 | 2023-12-31 | $648,484 | $648,484 | $648,484 | |
| REALIZED GAIN ON SALE OF FURNITURE | P | 2022-01-01 | 2023-12-31 | $50 | $50 | $50 | |
| ECHO STREET GOODCO L/T | P | 2022-01-01 | 2023-12-31 | $350 | $350 | $350 | |
| CASDIN II L/T | P | 2022-01-01 | 2023-12-31 | $5,027 | $5,027 | $5,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,317,210 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57,183 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $57,183 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $57,183 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $57,790 | 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 | $57,790 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $607 | OverpaymentAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $607 | RefundAmt |
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 | DE | 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 | WWW.WELFAREFOUNDATIONDE.ORG | WebsiteAddressTxt |
| Individual With Books | CHRISTOPHER GRUNDNER | IndividualWithBooksNm |
| Phone | 3026838245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 10TH ST STE 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | 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 | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| ROBERT H BOLLING III | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| WILLIAM L KITCHEL III | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | TREASURER/TRUSTEE | 1.00 | $0 | $0 | $0 |
| E BRADFORD DUPONT JR | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | CHAIRMAN/TRUSTEE | 1.00 | $0 | $0 | $0 |
| LEATRICE D ELLIMAN | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | SECRETARY/TRUSTEE | 1.00 | $0 | $0 | $0 |
| AVERY STABLER TRAVIS | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| W LAIRD STABLER | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | VICE PRESIDENT/TRUSTEE | 1.00 | $0 | $0 | $0 |
| CHRISTOPHER GRUNDNER | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | PRESIDENT/ASST SECRETARY/T | 40.00 | $228,489 | $53,997 | $2,503 |
| MARGARET L LAIRD | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| R HUNTINGTON BOLLING | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| D TROWBRIDGE ELLIMAN | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BRENT W DUPONT | ||||||||
| 100 W 10TH STREET SUITE 1109 | WILMINGTON | DE | 19801 | 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 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MONTICELLO ASSOCIATES | |||||
| 127 PUBLIC SQUARE | CLEVELAND | OH | 44114 | INVESTMENT ADVICE | $200,000 |
| WELLINGTON MANAGEMENT COMPANY LLP | |||||
| 280 CONGRESS STREET | BOSTON | MA | 02210 | INVESTMENT ADVICE | $77,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $101,236,138 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $537,071 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,050,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $102,823,209 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $102,823,209 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,542,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $101,280,861 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,064,043 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $5,064,043 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57,183 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57,183 | TotalTaxAmt |
| Distributable Before Adj | $5,006,860 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $5,006,860 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $5,006,860 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $5,790,723 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $5,790,723 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $5,006,860 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,203,722 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $5,790,723 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,203,722 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,587,001 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $419,859 | 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
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CHRIS GRUNDNER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 10TH STREET SUITE 1109 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026838245 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE FOR THE WELFARE FOUNDATION INC (WWW.WELFAREFOUNDATIONDE.ORG) FOR GRANT SUBMISSION AND INFORMATION NEEDED TO APPLY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 15 AND OCTOBER 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | LIMITED TO DELAWARE AND SOUTHERN CHESTER COUNTY, PENNSYLVANIA | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN RED CROSS DELMARVA CHAPTER | |||||||
| 100 WEST 10TH STREET SUITE 401 | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $100,000 |
| ARC OF CHESTER COUNTY | |||||||
| 900 LAWRENCE DR | WEST CHESTER | PA | 19380 | NONE | PC | GRANT | $62,000 |
| ARC OF DELAWARE | |||||||
| 2 S AUGUSTINE ST B | WILMINGTON | DE | 19804 | NONE | PC | GRANT | $75,000 |
| BE READY COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 1411 W 4TH ST | WILMINGTON | DE | 19805 | NONE | PC | GRANT | $200,000 |
| BIG BROTHERSBIG SISTERS OF DE INC | |||||||
| 226 W PARK PL | NEWARK | DE | 19711 | NONE | PC | GRANT | $75,000 |
| BLINDSIGHT DELAWARE ENTERPRISES | |||||||
| 2915 NEWPORT GAP PIKE | WILMINGTON | DE | 19808 | NONE | PC | GRANT | $30,000 |
| CALLIOPE PROJECT INC (MILTON THEATRE) | |||||||
| 110 UNION ST | MILTON | DE | 19968 | NONE | PC | GRANT | $80,000 |
| CANCER SUPPORT COMMUNITY DELAWARE | |||||||
| 4810 LANCASTER PIKE | WILMINGTON | DE | 19807 | NONE | PC | GRANT | $40,000 |
| CHEER INC | |||||||
| 546 S BEDFORD ST | GEORGETOWN | DE | 19947 | NONE | PC | GRANT | $150,000 |
| DELAWARE CENTER FOR JUSTICE INC | |||||||
| 100 W 10TH ST | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $25,000 |
| DELAWARE CHILDREN'S MUSEUM | |||||||
| 550 JUSTISON ST | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $80,000 |
| DELAWARE COLLEGE SCHOLARS | |||||||
| 401 FEDERAL STREET | DOVER | DE | 19901 | NONE | PC | GRANT | $75,000 |
| DELAWARE HISTORICAL SOCIETY | |||||||
| 505 N MARKET STREET | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $75,000 |
| DELAWARE HUMANITIES | |||||||
| 100 W 10TH ST 509 | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $17,300 |
| DELAWARE SHAKESPEARE FESTIVAL INC | |||||||
| 4 S POPLAR STREET | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $25,000 |
| DELAWARE STATE UNIVERSITY FOUNDATION | |||||||
| 1200 N DUPONT HWY 2ND FLOOR | DOVER | DE | 19901 | NONE | PC | GRANT | $250,000 |
| DELAWARE TECHNICAL & COMMUNITY COLLEGE | |||||||
| PO BOX 897 | WILMINGTON | DE | 19806 | NONE | PC | GRANT | $200,000 |
| DELAWARE THEATRE COMPANY | |||||||
| 200 WATER STREET | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $100,000 |
| DO CARE DOULA FOUNDATION | |||||||
| 125A W LOOCKERMAN STREET | DOVER | DE | 19904 | NONE | PC | GRANT | $40,000 |
| DOWN SYNDROME ASSOCIATION OF DELAWARE | |||||||
| PO BOX 747 | MIDDLETOWN | DE | 19709 | NONE | PC | GRANT | $47,900 |
| DOWNTOWN VISIONS | |||||||
| 409 N ORANGE ST | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $30,000 |
| EXCEPTIONAL CARE FOR CHILDREN INC | |||||||
| 11 INDEPENDENCE WAY | NEWARK | DE | 19713 | NONE | PC | GRANT | $200,000 |
| FAITHFUL FRIENDS INC | |||||||
| 165 AIRPORT RD | NEW CASTLE | DE | 19720 | NONE | PC | GRANT | $75,000 |
| FAME INC | |||||||
| 2005 BAYNARD BLVD | WILMINGTON | DE | 19802 | NONE | PC | GRANT | $300,000 |
| FRACTURED ATLAS INC | |||||||
| 228 PARK AVENUE SOUTH 56651 | NEW YORK | NY | 10003 | NONE | PC | GRANT | $25,000 |
| FREIRE FOUNDATION | |||||||
| PO BOX 59028 | PHILADELPHIA | PA | 19102 | NONE | PC | GRANT | $150,000 |
| FRIENDSHIP HOUSE INC | |||||||
| PO BOX 1517 | WILMINGTON | DE | 19899 | NONE | PC | GRANT | $60,000 |
| JAY'S HOUSE INC | |||||||
| 25 N PENNEWELL DR | WILMINGTON | DE | 19809 | NONE | PC | GRANT | $29,315 |
| JEFFERSON STREET CENTER INC | |||||||
| 1801 N JEFFERSON ST | WILMINGTON | DE | 19802 | NONE | PC | GRANT | $22,079 |
| JESTER ARTSPACE INC | |||||||
| 2723 GRUBB RD | WILMINGTON | DE | 19810 | NONE | PC | GRANT | $10,000 |
| JOSHUA M FREEMAN FOUNDATION | |||||||
| 31255 AMERICANA PARKWAY | SELBYVILLE | DE | 19975 | NONE | PC | GRANT | $150,000 |
| KALMAR NYCKEL FOUNDATION | |||||||
| 1124 E 7TH ST | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $68,000 |
| KENCREST SERVICES | |||||||
| 960 HARVEST DRIVE SUITE 100 | BLUE BELL | PA | 19422 | NONE | PC | GRANT | $40,000 |
| LA ESPERANZA INC | |||||||
| 216 N RACE ST | GEORGETOWN | DE | 19947 | NONE | PC | GRANT | $25,000 |
| LIMEN RECOVERY WELLNESS | |||||||
| 819 N WASHINGTON ST | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $150,000 |
| LITTLE PEOPLE BIG DREAMS LEARNING CENTER | |||||||
| 901 E BASIN RD | NEW CASTLE | DE | 19720 | NONE | PC | GRANT | $30,000 |
| LOCAL JOURNALISM INITIATIVE | |||||||
| 1425 WOODLAWN AVE | WILMINGTON | DE | 19806 | NONE | PC | GRANT | $75,000 |
| LUTHERAN SENIOR SERVICES OF DOVER | |||||||
| 1201 N HARRISON ST | WILMINGTON | DE | 19806 | NONE | PC | GRANT | $100,000 |
| MARKET STREET MUSIC | |||||||
| 1101 NORTH MARKET STREET | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $10,000 |
| MILTON HISTORICAL SOCIETY | |||||||
| 210 UNION ST | MILTON | DE | 19968 | NONE | PC | GRANT | $10,000 |
| NATIONAL INTERSCHOLASTIC CYCLING ASSOCIATION | |||||||
| 21 ORINDA WAY SUITE C-368 | ORINDA | CA | 94563 | NONE | PC | GRANT | $50,000 |
| NEIGHBORHOOD HOUSE INC | |||||||
| 1218 B ST | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $50,000 |
| NEWARK ARTS ALLIANCE | |||||||
| 207 LOUVIERS DR | NEWARK | DE | 19711 | NONE | PC | GRANT | $20,000 |
| NEWARK CHARTER SCHOOL | |||||||
| 2001 PATRIOT WAY | NEWARK | DE | 19711 | NONE | PC | GRANT | $150,000 |
| NEWARK SENIOR CENTER | |||||||
| 200 WHITECHAPEL DR | NEWARK | DE | 19713 | NONE | PC | GRANT | $100,000 |
| OCEAN VIEW HISTORICAL SOCIETY | |||||||
| 39 CENTRAL AVE | OCEAN VIEW | DE | 19970 | NONE | PC | GRANT | $10,000 |
| OPERA DELAWARE INC | |||||||
| 4 S POPLAR ST | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $60,000 |
| PILOT SCHOOL INC | |||||||
| 208 WOODLAWN ROAD | WILMINGTON | DE | 19803 | NONE | PC | GRANT | $35,025 |
| PROJECT NEW START | |||||||
| 4601 CONCORD PIKE | WILMINGTON | DE | 19803 | NONE | PC | GRANT | $35,000 |
| RODNEY STREET TENNIS AND TUTORING ASSOCIATION | |||||||
| 101 GARDEN OF EDEN RD SUITE 102 | WILMINGTON | DE | 19803 | NONE | PC | GRANT | $35,000 |
| SAINT MARK'S HIGH SCHOOL | |||||||
| 2501 PIKE CREEK RD | WILMINGTON | DE | 19808 | NONE | PC | GRANT | $150,000 |
| SEAN LOCKE 24 FOUNDATION | |||||||
| 136 W MAIN ST | NEWARK | DE | 19711 | NONE | PC | GRANT | $60,000 |
| SOJOURNERS' PLACE | |||||||
| 2901 GOVERNOR PRINTZ BLVD | WILMINGTON | DE | 19802 | NONE | PC | GRANT | $70,000 |
| STRIVE | |||||||
| 205 EAST 122ND STREET | NEW YORK | NY | 10035 | NONE | PC | GRANT | $45,000 |
| SURVIVOR VENTURES INC | |||||||
| 259 GRANBY ST SUITE 250 | NORFOLK | VA | 23510 | NONE | PC | GRANT | $100,000 |
| THE EVERETT INC | |||||||
| 47 W MAIN ST | MIDDLETOWN | DE | 19709 | NONE | PC | GRANT | $50,000 |
| THE MUSIC SCHOOL OF DELAWARE INC | |||||||
| 4101 WASHINGTON ST | WILMINGTON | DE | 19802 | NONE | PC | GRANT | $60,000 |
| THE NATURE CONSERVANCY | |||||||
| 100 W 10TH ST 1005 | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $80,000 |
| THE ROSA HEALTH CENTER | |||||||
| 10 N FRONT ST | GEORGETOWN | DE | 19947 | NONE | PC | GRANT | $100,000 |
| THE WAY HOME | |||||||
| 7 S KING ST | GEORGETOWN | DE | 19947 | NONE | PC | GRANT | $100,000 |
| THE WILMINGTON DELAWARE AREA ROTARY CLUBS COMMUNITY FUND | |||||||
| 1104 PHILADELPHIA PIKE | WILMINGTON | DE | 19809 | NONE | PC | GRANT | $25,000 |
| TODMORDEN FOUNDATION | |||||||
| 100 W 10TH ST STE 1104 | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $200,000 |
| TOIVOA COACHING | |||||||
| 591 COLLABORATION WAY | NEWARK | DE | 19713 | NONE | PC | GRANT | $50,000 |
| TOVA COMMUNITY HEALTH INC | |||||||
| 213 GREENHILL AVE SUITE B | WILMINGTON | DE | 19805 | NONE | PC | GRANT | $20,000 |
| TRI-STATE BIRD RESCUE & RESEARCH INC | |||||||
| 170 POSSUM HOLLOW RD | NEWARK | DE | 19711 | NONE | PC | GRANT | $15,500 |
| UNITED WAY OF DELAWARE | |||||||
| 625 ORANGE ST | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $100,000 |
| UNIVERSITY DRAMA GROUP | |||||||
| PO BOX 36 | NEWARK | DE | 19715 | NONE | PC | GRANT | $75,000 |
| VETERANS WATCHMAKER INITIATIVE INC | |||||||
| 307 N 6TH ST | ODESSA | DE | 19730 | NONE | PC | GRANT | $40,000 |
| WHAT IS YOUR VOICE INC | |||||||
| SHADY RD | LEWES | DE | 19958 | NONE | PC | GRANT | $80,000 |
| WILMINGTON ALLIANCE | |||||||
| 100 W 10TH ST | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $100,000 |
| ZOE MINISTRIES INC | |||||||
| PO BOX 26 | GREENWOOD | DE | 19950 | NONE | PC | GRANT | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $5,472,119 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| FIRST STATE BALLET THEATRE | |||||||
| 818 N MARKET ST 3R | WILMINGTON | DE | 19801 | NONE | PC | GRANT | $50,000 |
| JESTER ARTSPACE INC | |||||||
| 2723 GRUBB RD | WILMINGTON | DE | 19810 | NONE | PC | GRANT | $10,000 |
| KINGSWOOD COMMUNITY CENTER INC | |||||||
| 2300 BOWERS STREET | WILMINGTON | DE | 19802 | NONE | PC | GRANT | $300,000 |
| THE VILLAGE TREE | |||||||
| 214 DELAMORE PLACE | WILMINGTON | DE | 19805 | NONE | PC | GRANT | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $410,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,553,489 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,317,210 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,872,751 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,872,751 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELAWARE COMMUNITY FOUNDATION | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 W 10TH ST 115 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,302 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BUMPERS & COMPANY | $13,125 | $4,375 | $8,750 |
| ACCOUNTING FEES | $7,200 | $2,400 | $4,800 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EDGEWOOD GROWTH FUND | $6,026,187 | $10,630,994 |
| VANGUARD ST CORP BOND FUND | $2,483,437 | $2,380,324 |
| SPDR S&P 500 | $3,943,052 | $6,978,501 |
| INVESCO S&P 500 | $5,037,407 | $5,243,536 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (19 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ECHOSTREET GOODCO SELECT II, L.P | AT COST | $5,000,000 | $6,073,503 |
| FARALLON EQUITY PARNTERS INTERNATIONAL | AT COST | $5,000,000 | $7,568,298 |
| MARSHALL WACE EUREKA FUND | AT COST | $1,869,561 | $3,911,049 |
| THE CHILDRENS INVESTMENT FUND | AT COST | $5,000,000 | $8,123,000 |
| KING STREET FUND | AT COST | $80,464 | $201,856 |
| ABDIEL QUALIFIED OFFSHORE FUND | AT COST | $2,021,450 | $5,640,572 |
| GQG PARTNERS EMERGING MARKETS | AT COST | $4,169,894 | $6,328,692 |
| WELLINGT SELECT LEADERS | AT COST | $3,639,152 | $6,341,122 |
| AKO GLOBAL LONG ONLY FUN | AT COST | $4,116,103 | $7,221,166 |
| VANGUARD MID CAP | AT COST | $6,703,724 | $8,604,089 |
| WHALE ROCK FLAGSHIP FUND | AT COST | $109,336 | $109,336 |
| RA CAPITAL HEALTHCARE INTERNATIONAL QUALITY | AT COST | $4,000,000 | $4,202,850 |
| CASDIN PRIVATE GROWTH EQUITY FUND II | AT COST | $2,000,000 | $1,566,754 |
| SOUND POINT DISTRESSED LOAN OPP FUND | AT COST | $2,090,699 | $1,906,912 |
| STEPSTONE VC SECONDARIES FUND | AT COST | $819,230 | $841,065 |
| TIGER GLOBAL PRIVATE INVESTMENT | AT COST | $1,125,000 | $777,937 |
| CASDIN PRIVATE GROWTH EQUITY FUND II | AT COST | $925,000 | $1,001,556 |
| REDWOOD ENHANCED INCOME CORP | AT COST | $2,018,548 | $1,797,732 |
| LIQUIDATING FUNDS:WHALE ROCK 4713 HOLDBACK | AT COST | $28,205 | $28,205 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,423 | LegalFeesAmt |
| Net Investment Income | $20,021 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $149 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 INCOME/LOSS ON TAX RETURN NOT ON BOOKS - NET | Desc |
| Amt | $312,411 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CELLULAR TELEPHONE | $4,497 | $0 | $4,497 |
| INSURANCE EXPENSE | $22,928 | $0 | $23,788 |
| COMPUTER CONSULTANTS | $1,000 | $0 | $0 |
| OFFICE SUPPLIES | $1,844 | $0 | $1,844 |
| DUES AND SUBSCRIPTIONS | $43,655 | $0 | $43,180 |
| BOARD PORTAL FEE | $400 | $0 | $400 |
| BANK FEES | $3,682 | $0 | $3,682 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PORTFOLIO INCOME | Desc |
| Revenue And Expenses Per Books | $2,052 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,052 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,052 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED EXCISE TAXES PAYABLE | Desc |
| BOY Book Value | $193,018 | BOYBookValueAmt |
| EOY Book Value | $406,889 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (11 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MONTICELLO ASSOCIATES | $200,000 | $200,000 | $0 |
| PAYCHEX | $3,221 | $1,611 | $1,610 |
| CONSULTING FEES | $40,000 | $40,000 | $0 |
| REAL ESTATE EXPENSES | $36,688 | $36,688 | $0 |
| GQG PARTNERS | $41,979 | $41,979 | $0 |
| WELLINGTON | $1,507 | $1,507 | $0 |
| CASDIN | $26,517 | $26,517 | $0 |
| CASDIN 2 | $19,544 | $19,544 | $0 |
| ECHO STREET GOODCO | $40,007 | $40,007 | $0 |
| TIGER GLOBAL | $45 | $45 | $0 |
| WELLINGTON | $77,482 | $77,482 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| REAL ESTATE TAXES | $2,543 | $2,543 | $0 |
| PAYROLL TAXES | $18,932 | $9,466 | $9,466 |
| FOREIGN TAXES PAID ON DIVIDENDS | $36,369 | $36,369 | $0 |
| EXCISE TAXES | $306,473 | $0 | $0 |