NATHAN M CLARK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- NATHAN M CLARK FOUNDATION (EIN 20-1201954)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-11
- IRS object ID
- 202331319349103033
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-11T13:00:39-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | 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 | 2023-05-10 | 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 | YONG SHUAI CPA | PreparerPersonNm |
| PTIN | P01321359 | PTIN |
| Phone | 2154196000 | PhoneNum |
| Preparation | 2023-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,487,895 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $270,509 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $270,509 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $175,595 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,861,331 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $175,595 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $446,104 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $446,104 | 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 | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,100 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $70,324 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $70,324 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $26,798 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,777 | 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 Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,044 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $103,266 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $76,101 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,144 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $570,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $570,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $673,266 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $76,101 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $576,144 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$227,162 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $370,003 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $438,894 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $426,884 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $426,884 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $9,865,095 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,651,243 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,061,011 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,303,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,078,127 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,487,895 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,303,989 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,078,127 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,303,989 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,078,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,303,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,078,127 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,303,989 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$227,162 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,300 | OtherIncreasesAmt |
| Subtotal | $10,078,127 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,078,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (150 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 3487. AQR STYLE PREMIA ALTERNATIVE FUND | 2018-05-17 | 2022-03-23 | $28,663 | $35,393 | -$6,730 | -$6,730 | |
| 4244. AQR STYLE PREMIA ALTERNATIVE FUND | 2018-05-17 | 2022-07-28 | $35,692 | $43,077 | -$7,385 | -$7,385 | |
| 5. ABBOTT LABORATORIES | 2022-03-24 | 2022-05-11 | $533 | $587 | -$54 | -$54 | |
| 2. ABBOTT LABORATORIES | 2022-03-24 | 2022-05-11 | $213 | $235 | -$22 | -$22 | |
| 2. ABBOTT LABORATORIES | 2022-03-24 | 2022-05-11 | $213 | $235 | -$22 | -$22 | |
| 12. ABBOTT LABORATORIES | 2022-03-24 | 2022-05-12 | $1,285 | $1,409 | -$124 | -$124 | |
| 11. ABBOTT LABORATORIES | 2022-03-24 | 2022-05-12 | $1,178 | $1,292 | -$114 | -$114 | |
| 12. ABBOTT LABORATORIES | 2022-03-24 | 2022-05-12 | $1,288 | $1,409 | -$121 | -$121 | |
| 8. ABBOTT LABORATORIES | 2022-03-24 | 2022-05-12 | $857 | $939 | -$82 | -$82 | |
| 8. ABBOTT LABORATORIES | 2022-03-24 | 2022-05-13 | $880 | $939 | -$59 | -$59 | |
| 8. ABBOTT LABORATORIES | 2022-03-24 | 2022-05-13 | $877 | $939 | -$62 | -$62 | |
| 690.538 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2022-08-02 | $5,842 | $6,156 | -$314 | -$314 | ||
| 17551.266 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2022-08-02 | $148,484 | $178,592 | -$30,108 | -$30,108 | ||
| 2148. AMERICAN BEACON AHL TARGETRISK FUND | 2022-07-28 | $23,435 | $26,120 | -$2,685 | -$2,685 | ||
| 1565. DFA US SOCIAL CORE EQUITY TWO PORT | 2022-07-28 | $32,411 | $37,482 | -$5,071 | -$5,071 | ||
| 625. DFA EMERGING MARKETS SOCIAL CORE EQUITY | 2021-12-23 | 2022-07-28 | $8,319 | $9,931 | -$1,612 | -$1,612 | |
| 597. DFA US LARGE CAP VALUE PT | 2019-09-27 | 2022-03-23 | $27,372 | $21,635 | $5,737 | $5,737 | |
| 493.819 DFA US LARGE CAP VALUE PT | 2022-07-28 | $20,701 | $22,291 | -$1,590 | -$1,590 | ||
| 199.181 DFA US LARGE CAP VALUE PT | 2022-07-28 | $8,350 | $8,880 | -$530 | -$530 | ||
| 609. DFA US SMALL CAP PORTFOLIO | 2022-07-28 | $25,237 | $27,630 | -$2,393 | -$2,393 | ||
| 1635.237 DFA INVESTMENT GRADE PORTFOLIO | 2022-07-28 | $16,925 | $18,387 | -$1,462 | -$1,462 | ||
| 4973.763 DFA INVESTMENT GRADE PORTFOLIO | 2022-07-28 | $51,478 | $59,573 | -$8,095 | -$8,095 | ||
| 1397. DFA INTERNATIONAL SOCIAL CORE EQUITY | 2022-07-28 | $17,337 | $20,879 | -$3,542 | -$3,542 | ||
| 9620. PARAMETRIC COMMODITY STRATEGY FUND | 2018-05-17 | 2022-03-21 | $74,363 | $53,680 | $20,683 | $20,683 | |
| 3965. PARAMETRIC COMMODITY STRATEGY FUND | 2021-04-30 | 2022-07-28 | $28,905 | $25,574 | $3,331 | $3,331 | |
| 1064.456 PARAMETRIC VOLATILITY RSK PREMIUM DEF FD | 2022-03-23 | $14,988 | $14,579 | $409 | $409 | ||
| 29792.76 PARAMETRIC VOLATILITY RSK PREMIUM DEF FD | 2022-03-23 | $419,482 | $341,533 | $77,949 | $77,949 | ||
| 41. META PLATFORMS INC | 2022-03-24 | 2022-10-27 | $4,003 | $8,983 | -$4,980 | -$4,980 | |
| 75. META PLATFORMS INC | 2022-03-24 | 2022-10-27 | $7,321 | $16,432 | -$9,111 | -$9,111 | |
| 610. FIRST TR NORTH AMERICAN ENERGY INFRA ETF | 2018-05-17 | 2022-03-21 | $16,289 | $13,162 | $3,127 | $3,127 | |
| 939. FIRST TR NORTH AMERICAN ENERGY INFRA ETF | 2021-04-30 | 2022-07-28 | $25,820 | $22,337 | $3,483 | $3,483 | |
| 930.782 GMO QUALITY FUND III | 2022-07-28 | $24,089 | $26,981 | -$2,892 | -$2,892 | ||
| 273.218 GMO QUALITY FUND III | 2022-07-28 | $7,071 | $8,056 | -$985 | -$985 | ||
| 578. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2022-03-23 | $16,652 | $16,785 | -$133 | -$133 | ||
| 1183. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2021-12-14 | 2022-07-28 | $30,699 | $34,354 | -$3,655 | -$3,655 | |
| 4. INTUITIVE SURGICAL INC | 2022-03-24 | 2022-08-16 | $936 | $1,120 | -$184 | -$184 | |
| 2. INTUITIVE SURGICAL INC | 2022-03-24 | 2022-08-17 | $460 | $560 | -$100 | -$100 | |
| 2. INTUITIVE SURGICAL INC | 2022-03-24 | 2022-08-17 | $460 | $560 | -$100 | -$100 | |
| 1. INTUITIVE SURGICAL INC | 2022-03-24 | 2022-08-18 | $229 | $280 | -$51 | -$51 | |
| 1. INTUITIVE SURGICAL INC | 2022-03-24 | 2022-08-18 | $229 | $280 | -$51 | -$51 | |
| 21. INTUITIVE SURGICAL INC | 2022-03-24 | 2022-08-19 | $4,589 | $5,881 | -$1,292 | -$1,292 | |
| 563.809 LEGG MASON BW GLOBAL OP BD-IS | 2022-07-28 | $5,407 | $6,204 | -$797 | -$797 | ||
| 3.191 LEGG MASON BW GLOBAL OP BD-IS | 2021-06-30 | 2022-07-28 | $31 | $37 | -$6 | -$6 | |
| 1. MSCI INC | 2022-03-24 | 2022-04-05 | $515 | $494 | $21 | $21 | |
| 2. MSCI INC | 2022-03-24 | 2022-04-06 | $1,007 | $989 | $18 | $18 | |
| 1. MSCI INC | 2022-03-24 | 2022-04-06 | $506 | $494 | $12 | $12 | |
| 1. MSCI INC | 2022-03-24 | 2022-04-07 | $506 | $494 | $12 | $12 | |
| 1. MSCI INC | 2022-03-24 | 2022-04-07 | $509 | $494 | $15 | $15 | |
| 1. MSCI INC | 2022-03-24 | 2022-04-08 | $507 | $494 | $13 | $13 | |
| 1. MSCI INC | 2022-03-24 | 2022-04-08 | $509 | $494 | $15 | $15 | |
| 1. MSCI INC | 2022-03-24 | 2022-04-11 | $490 | $494 | -$4 | -$4 | |
| 6. MASTERCARD INC-CL A | 2022-03-24 | 2022-09-27 | $1,721 | $2,087 | -$366 | -$366 | |
| 8. MASTERCARD INC-CL A | 2022-03-24 | 2022-09-27 | $2,289 | $2,783 | -$494 | -$494 | |
| 1. MASTERCARD INC-CL A | 2022-03-24 | 2022-09-27 | $286 | $348 | -$62 | -$62 | |
| 6. MASTERCARD INC-CL A | 2022-03-24 | 2022-09-28 | $1,704 | $2,087 | -$383 | -$383 | |
| 5746.376 EVENTIDE GILEAD FUND | 2022-10-31 | $266,919 | $378,635 | -$111,716 | -$111,716 | ||
| 2. NETFLIX INC | 2022-03-24 | 2022-03-28 | $750 | $749 | $1 | $1 | |
| 1588. PIMCO ALL ASSETS AUTH -IS | 2022-07-28 | $11,275 | $13,321 | -$2,046 | -$2,046 | ||
| 1. UNITEDHEALTH GROUP INC | 2022-03-24 | 2022-05-10 | $484 | $513 | -$29 | -$29 | |
| 7. UNITEDHEALTH GROUP INC | 2022-03-24 | 2022-05-10 | $3,411 | $3,594 | -$183 | -$183 | |
| 344. VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2022-07-28 | $51,194 | $55,546 | -$4,352 | -$4,352 | ||
| 604.972 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2022-12-29 | $79,378 | $80,174 | -$796 | -$796 | ||
| 5631.678 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2022-12-29 | $738,932 | $783,829 | -$44,897 | -$44,897 | ||
| 717. VANGUARD SHORT TERM INFL PROTECTED FUND | 2022-03-21 | $18,577 | $18,233 | $344 | $344 | ||
| 349.735 VANGUARD SHORT TERM INFL PROTECTED FUND | 2022-07-28 | $8,803 | $8,947 | -$144 | -$144 | ||
| 6722.265 VANGUARD SHORT TERM INFL PROTECTED FUND | 2022-07-28 | $169,199 | $167,611 | $1,588 | $1,588 | ||
| 79. VANGUARD GLOBAL EX US REAL ESTATE | 2021-12-23 | 2022-03-21 | $4,063 | $4,192 | -$129 | -$129 | |
| 9. VANGUARD GLOBAL EX US REAL ESTATE | 2021-12-23 | 2022-07-28 | $406 | $478 | -$72 | -$72 | |
| 287. VANGUARD FTSE ALL-WORLD EX-U | 2022-07-28 | $14,618 | $17,287 | -$2,669 | -$2,669 | ||
| 106. VANGUARD INDEX FDS REAL ESTATE ETF | 2022-03-21 | 2022-07-28 | $10,354 | $11,136 | -$782 | -$782 | |
| 18. VANGUARD INDEX FDS REAL ESTATE ETF | 2022-07-28 | $1,758 | $1,401 | $357 | $357 | ||
| 2. VISA INC-CLASS A SHARES | 2022-03-24 | 2022-09-27 | $356 | $434 | -$78 | -$78 | |
| 16. VISA INC-CLASS A SHARES | 2022-03-24 | 2022-09-27 | $2,845 | $3,475 | -$630 | -$630 | |
| 10. VISA INC-CLASS A SHARES | 2022-03-24 | 2022-09-27 | $1,785 | $2,172 | -$387 | -$387 | |
| 4. VISA INC-CLASS A SHARES | 2022-03-24 | 2022-09-28 | $710 | $869 | -$159 | -$159 | |
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P | |||||
| CAPITAL GAIN DIVIDENDS | $325,372 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $175,595 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,143 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,143 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,143 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,570 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,570 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,427 | OverpaymentAmt |
| Applied To ES Tax | $9,427 | 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 (4 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 1200 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| BENJAMIN LOVELL | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| JAN CLARK | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| MARY GOULD | ||||||
| 1650 MARKET ST STE 1200 | 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 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $70,324 | 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 | $9,730,941 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $345,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,076,106 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,076,106 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,142 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,924,964 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,248 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,248 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,143 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,143 | TotalTaxAmt |
| Distributable Before Adj | $491,105 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $491,105 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $491,105 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $576,144 | 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 | $576,144 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $491,105 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,487 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $29,854 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $32,341 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $576,144 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $491,105 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $85,039 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $117,380 | 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 | $117,380 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $2,487 | ExcessFromYear2Amt |
| Excess From Year1 | $29,854 | ExcessFromYear1Amt |
| Excess From Current Year | $85,039 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 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 | ||||||||
| 715 BROAD ST | Durham | NC | 27705 | NONE | PC | ADF RECRUITMENT | $100,000 | |
| WILMINGTON DRAMA LEAGUE | ||||||||
| 10 W LEA BLVD | Wilmington | DE | 19802 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| TODMORDEN FOUNDATION | ||||||||
| 100 W 10TH STREET SUITE 1104 | Wilmington | DE | 19801 | NONE | PC | AFFORDABLE HOUSING FOR | $250,000 | |
| 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 | GENERAL FUND ACCOUNT |
| WILMINGTON BALLET | ||||||||
| 1709 GILPIN AVE | Wilmington | DE | 19806 | NONE | PC | COMMUNITY OUTREACH | $30,000 | |
| Delaware Center for Horticulture Inc | ||||||||
| 1810 N DUPONT ST | Wilmington | DE | 19806 | NONE | PC | TREES FOR CHANGE | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $570,000 | 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 | $270,509 | 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 | $175,595 | 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 | $446,104 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $446,104 | 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 | $5,100 | Amt |
| Disbursements Charitable Prps | $5,100 | 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 | 2021-09-29 | GrantDt |
| Grant | $160,000 | GrantAmt |
| Purpose Of Grant | TO ASSIST CHARITABLE ORGANIZATIONS WITH ORGANIZATIONAL EXP. EXCLUSIVELY FOR 170(C)(2)(B) PURPOSES. | PurposeOfGrantTxt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 9/29/2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-09-29 | VerificationDt |
| Results Of Verification | CONFIRMED PLANNED USE IN LINE WITH GRANT PURPOSES. | ResultsOfVerificationTxt |
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 | $1,044 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,044 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ADJUSTMENT | Desc |
| Amt | $1,300 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CUSTODIAN & MANAGEMENT FEES (A | $69,272 | $69,272 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $1,052 | $1,052 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $36 | $36 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $6,451 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $14,570 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $3,945 | $3,945 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,796 | $1,796 | $0 |