WILT CHAMBERLIN MEMORIAL FUND INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- WILT CHAMBERLIN MEMORIAL FUND INC (EIN 23-3100335)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-04-07
- IRS object ID
- 202320979349100622
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-07T14:30:58-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233100335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILT CHAMBERLAIN MEMORIAL FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILT | BusinessNameControlTxt |
| Phone | 6106772299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BANNER WAY | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID COLLINS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106772299 | PhoneNum |
| Signature | 2023-04-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DAVID | PersonFirstNm |
| Person Last | COLLINS | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | 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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,487,046 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $202 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,079 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,079 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $164,911 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,320 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $164,911 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $212,192 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $211,990 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,717 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,358 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,359 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,874 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,874 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $11,724 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $12,604 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $44,315 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $21,232 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,963 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $88,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $88,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $132,315 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $21,232 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $106,963 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $79,877 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $190,758 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,779 | CashBOYAmt |
| Cash EOY | $44,596 | CashEOYAmt |
| Cash EOYFMV | $44,596 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $141,330 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $63,696 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $63,696 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $4,700 | AcctRcvblAmt |
| Acct Rcvbl BOY | $4,700 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $4,700 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $4,700 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $28,203 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $23,562 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $23,562 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,281,436 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,114,732 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,114,732 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,100,865 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $929,977 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $929,977 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $305,783 | OtherAssetsBOYAmt |
| Other Assets EOY | $305,783 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $305,783 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,872,096 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,487,046 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,487,046 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,000 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $9,880 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $9,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,880 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,863,096 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,477,166 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,863,096 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,477,166 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,872,096 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,487,046 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,863,096 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $79,877 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,942,973 | SubtotalAmt |
| Other Decreases | $465,807 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,477,166 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HAVERFORD TRUST CO INVESTMENTS | PropertyDesc |
| Gross Sales Price | $220,320 | GrossSalesPriceAmt |
| Cost Or Other Basis | $55,409 | CostOrOtherBasisAmt |
| Gain Or Loss | $164,911 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $164,911 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $164,911 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,652 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,652 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,652 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,271 | 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 | $6,271 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,619 | OverpaymentAmt |
| Applied To ES Tax | $3,619 | AppliedToESTaxAmt |
| Refund | $0 | 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID COLLINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106772299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BANNER WAY | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08103 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN A COZEN | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 19103 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM CUNNINGHAM | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 33469 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA A LEWIS | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 90047 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LARA PRICE | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 08103 | CHAIR, PRESIDENT, AND DIR. | 1.00 | $0 | $0 | $0 |
| BRAD SHRON | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 08103 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS HECK | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 08103 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID COLLINS | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 08103 | TREASURER | 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 | SCHOLARSHIPS PROVIDED TO ATHLETICALLY AND ACADEMICALLYTALENTED STUDENTS IN THE METROPOLITAN PHILADELPHIA AREA. | Description1Txt |
| Expenses1 | $88,000 | 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 | $2,549,871 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $75,560 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,625,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,625,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $39,381 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,586,050 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $129,303 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $129,303 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,652 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,652 | TotalTaxAmt |
| Distributable Before Adj | $126,651 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $127,651 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $127,651 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $106,963 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $106,963 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $127,651 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $33,973 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $33,973 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $106,963 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $20,688 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $20,688 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $13,285 | 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 | $13,285 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $13,285 | ExcessFromYear2Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILT CHAMBERLAIN MEMORIAL FUND CO L | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BANNER WAY | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106772299 | RecipientPhoneNum |
| Form And Info And Materials | ONLINE APPLICATION REQUIRED MATERIALS ( FAFSA ID, GPA, TRANSCRIPT, REFERENCES, AND ESSAY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 12- COVID19 EXTENSION | SubmissionDeadlinesTxt |
| Restrictions On Awards | -ESTIMATED FAMILY INCOME LIMIT -APPLICANTS MUST BE REGIONAL TO DELAWARE VALLEY -$5,000 MAXIMUM PAYABLE TO COLLEGE/UNIVERSITY PER YEAR FOR 4-YEAR INSTITUTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INTERNATIONAL SCHOLARSHIP & TUITION SERVICES (ISTS) | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1321 MURFREESBORO RD SUITE 800 | AddressLine1Txt |
| City | NASHVILLE | CityNm |
| State Abbreviation | TN | StateAbbreviationCd |
| ZIP | 37217 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | GOVERNMENT | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIPS TO STUDENTS | GrantOrContributionPurposeTxt |
| Amt | $88,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $88,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,079 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $164,911 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $211,990 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $211,990 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,717 | Amt |
| Net Investment Income | $6,358 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,359 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC | $33,318 | $33,318 |
| AIR PRODS & CHEMS INC COM | $18,036 | $18,036 |
| APPLE INC COM | $68,360 | $68,360 |
| BAXTER INTL INC COM | $36,932 | $36,932 |
| BECTON DICKINSON & CO COM | $25,886 | $25,886 |
| BLACKROCK INC | $24,362 | $24,362 |
| COCA COLA CO COM | $25,164 | $25,164 |
| COSTCO WHOLESALE CORP | $38,342 | $38,342 |
| CVS HEALTH CORPORATION | $46,330 | $46,330 |
| DOLLAR GENERAL CORP | $41,725 | $41,725 |
| DUPONT DE NEMOURS INC | $33,681 | $33,681 |
| GOLDMAN SACHS ACTIVEBETA | $40,311 | $40,311 |
| HONEYWELL INTL INC | $35,631 | $35,631 |
| JOHNSON & JOHNSON COM | $26,627 | $26,627 |
| JPMORGAN CHASE & CO | $39,414 | $39,414 |
| LOWES COS INC | $26,200 | $26,200 |
| MASTERCARD INC CLASS A | $41,012 | $41,012 |
| MEDITRONIC PLC | $20,194 | $20,194 |
| MICROSOFT CORP | $51,366 | $51,366 |
| ORACLE CORP | $20,961 | $20,961 |
| PEPSICO INC | $41,665 | $41,665 |
| RAYTHEON TECHNOLOGIES CORP | $67,277 | $67,277 |
| S&P GLOBAL INC. | $25,280 | $25,280 |
| STARBUCKS CORP | $22,917 | $22,917 |
| TEXAS INSTRUMENTS | $23,816 | $23,816 |
| TJX COS INC | $17,593 | $17,593 |
| UNITEDHEALTH GROUP INC | $46,227 | $46,227 |
| VANGUARD FTSE ALL WORLD | $25,803 | $25,803 |
| VANGUARD FTSE PACIFIC | $50,784 | $50,784 |
| AON PLC | $20,226 | $20,226 |
| EMBECTA CORP | $532 | $532 |
| NIKE INC. | $24,017 | $24,017 |
| THERMO FISHER SCIENTIFIC INC | $21,731 | $21,731 |
| VANGUARD FTSE EUROPE | $33,012 | $33,012 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $23,562 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $23,562 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ISHARES BARCLAYS MUTUAL FUNDS | AT COST | $388,595 | $388,595 |
| ISHARES CORE MSCI | AT COST | $64,735 | $64,735 |
| ISHARES CORE MSCI EMERGING | AT COST | $125,103 | $125,103 |
| ISHARES S&P 500 INDEX FUND | AT COST | $34,123 | $34,123 |
| ISHARES S&P 500 MIDCAP 400 INDEX | AT COST | $40,721 | $40,721 |
| ISHARES S&P SMALLCAP 600 FUND | AT COST | $91,024 | $91,024 |
| ISHARES 3-7 YEAR TREASURY BOND ETF | AT COST | $62,654 | $62,654 |
| ISHARES FLOATING RATE | AT COST | $62,650 | $62,650 |
| ISHARES LEHMAN US TREASURY | AT COST | $60,372 | $60,372 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMORIAL STATUE | Desc |
| BOY Book Value | $305,783 | BOYBookValueAmt |
| EOY Book Value | $305,783 | EOYBookValueAmt |
| EOYFMV | $305,783 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $465,807 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $2,929 | $0 | $0 | $2,929 |
| OFFICE EXPENSES | $795 | $0 | $0 | $795 |
| PROGRAM EXPENSES | $8,000 | $0 | $0 | $8,880 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $14,874 | Amt |
| Net Investment Income | $14,874 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAXES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |