WLG CHARITABLE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WLG CHARITABLE FOUNDATION (EIN 23-7649667)
- Tax period
- 2022-05-01 to 2023-04-30
- Filed
- 2023-09-08
- IRS object ID
- 202342519349100604
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-09-08T09:00:29-05:00 | ReturnTs |
| Tax Period End | 2023-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237649667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WLG CHARITABLE FOUNDATION 2556-11-15 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WLG | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GLENMEDE TR CO NA 1650 MARK | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA L BURKE | PersonNm |
| Person Title | MANAGING DIRECT | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2023-08-30 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
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 | $3,756,149 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $81,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $81,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$71,085 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,510,513 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $10,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $81,392 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $20,589 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,294 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $10,294 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,063 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,476 | 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 |
| Tot Opr Expenses Rev And Expnss | $35,652 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,770 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,294 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $260,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $260,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $295,652 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,770 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $270,294 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$285,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,622 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $247,374 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $181,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $181,370 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,827,909 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,608,492 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,574,779 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,075,283 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,789,862 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,756,149 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,075,283 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,789,862 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,075,283 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,789,862 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,075,283 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,789,862 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,075,283 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$285,345 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,789,938 | SubtotalAmt |
| Other Decreases | $76 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,789,862 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (88 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1275.416 AB SMALL CAP VALUE PORTFOLIO | 2022-12-19 | 2023-02-24 | $17,690 | $16,160 | $1,530 | $1,530 | |
| 326.652 AMERICAN BEACON BRIDGEWAY LRG CAP VAL | 2022-12-19 | 2023-02-24 | $7,898 | $7,912 | -$14 | -$14 | |
| 213.341 AMERICAN BEACON LONDON INCOME EQUITY | 2022-12-19 | 2023-02-24 | $4,384 | $4,504 | -$120 | -$120 | |
| 76.74 BLACKROCK STRATEGIC INCOME OPPORTUNITIESDTD 4/1/2021 | 2021-12-22 | 2022-12-19 | $711 | $779 | -$68 | -$68 | |
| 1985.173 BLACKROCK STRATEGIC INCOME OPPORTUNITIESDTD 4/1/2021 | 2022-09-15 | 2022-12-19 | $18,383 | $18,740 | -$357 | -$357 | |
| 620. BOSTON TRUST WALDEN SMALL CAP FUND | 2021-12-14 | 2022-09-15 | $9,715 | $10,745 | -$1,030 | -$1,030 | |
| 265.185 BOSTON TRUST WALDEN SMALL CAP FUND | 2021-12-14 | 2022-09-15 | $4,155 | $4,596 | -$441 | -$441 | |
| 596.815 BOSTON TRUST WALDEN SMALL CAP FUND | 2021-09-03 | 2022-09-15 | $9,352 | $11,166 | -$1,814 | -$1,814 | |
| 428.503 BOSTON TRUST WALDEN SMALL CAP FUND | 2022-12-13 | 2022-12-19 | $6,548 | $6,835 | -$287 | -$287 | |
| 9282.059 BOSTON TRUST WALDEN SMALL CAP FUND | 2021-09-03 | 2022-12-19 | $141,830 | $173,667 | -$31,837 | -$31,837 | |
| 300. CALVERT SMALL CAP FUND | 2021-12-07 | 2022-09-15 | $9,045 | $10,617 | -$1,572 | -$1,572 | |
| 42.848 CALVERT SMALL CAP FUND | 2021-12-07 | 2022-09-15 | $1,292 | $1,516 | -$224 | -$224 | |
| 373.152 CALVERT SMALL CAP FUND | 2018-07-17 | 2022-09-15 | $11,251 | $10,452 | $799 | $799 | |
| 59.766 CALVERT SMALL CAP FUND | 2022-12-15 | 2022-12-19 | $1,765 | $1,795 | -$30 | -$30 | |
| 4575.025 CALVERT SMALL CAP FUND | 2018-07-17 | 2022-12-19 | $135,146 | $125,459 | $9,687 | $9,687 | |
| 2648.746 CALVERT US LARGE CAP GROWTH | 2022-09-15 | 2022-12-19 | $105,500 | $110,982 | -$5,482 | -$5,482 | |
| 276. CALVERT EMERGING MARKETS EQUITY FUND | 2021-09-03 | 2022-09-15 | $4,341 | $6,207 | -$1,866 | -$1,866 | |
| 10019.612 CALVERT EMERGING MARKETS EQUITY FUND | 2018-07-17 | 2022-12-19 | $159,312 | $184,545 | -$25,233 | -$25,233 | |
| 1864. DFA INTERNATIONAL SUSTAINABILITY CORE | 2021-09-03 | 2022-08-08 | $20,057 | $25,816 | -$5,759 | -$5,759 | |
| 140.424 DFA INTERNATIONAL SUSTAINABILITY CORE | 2021-09-29 | 2022-09-15 | $1,401 | $1,835 | -$434 | -$434 | |
| 819.576 DFA INTERNATIONAL SUSTAINABILITY CORE | 2021-09-03 | 2022-09-15 | $8,179 | $11,351 | -$3,172 | -$3,172 | |
| 27577.668 DFA INTERNATIONAL SUSTAINABILITY CORE | 2018-07-17 | 2022-12-19 | $289,566 | $303,276 | -$13,710 | -$13,710 | |
| 10343.261 DFA US SUSTAINABILITY CORE ONE PORT | 2020-07-27 | 2022-12-19 | $309,057 | $259,219 | $49,838 | $49,838 | |
| 1415. DOMINI IMPACT INTERNATIONAL EQUITY FUND | 2018-07-17 | 2022-09-15 | $9,608 | $12,403 | -$2,795 | -$2,795 | |
| 33624.953 DOMINI IMPACT INTERNATIONAL EQUITY FUND | 2018-07-17 | 2022-12-19 | $237,056 | $286,144 | -$49,088 | -$49,088 | |
| 72.193 FIDELITY CONCORD STR TR 500 IDX I | 2022-12-19 | 2023-02-24 | $9,963 | $9,551 | $412 | $412 | |
| 2103.089 POLEN GROWTH FUND - INS | 2022-12-19 | 2023-02-24 | $67,236 | $63,009 | $4,227 | $4,227 | |
| 2315.332 GLENMEDE RESPONSIBLE ESG | 2021-10-06 | 2022-09-15 | $36,814 | $42,934 | -$6,120 | -$6,120 | |
| 1761.668 GLENMEDE RESPONSIBLE ESG | 2019-02-01 | 2022-09-15 | $28,011 | $24,910 | $3,101 | $3,101 | |
| 1533.537 GLENMEDE RESPONSIBLE ESG | 2022-12-15 | 2022-12-19 | $23,018 | $23,417 | -$399 | -$399 | |
| 22072.875 GLENMEDE RESPONSIBLE ESG | 2019-02-01 | 2022-12-19 | $331,314 | $301,773 | $29,541 | $29,541 | |
| 473.653 GLENMEDE WOMEN IN LEADERSHIP | 2022-12-15 | 2022-12-19 | $6,356 | $6,451 | -$95 | -$95 | |
| 22827.898 GLENMEDE WOMEN IN LEADERSHIP | 2020-07-27 | 2022-12-19 | $306,350 | $315,441 | -$9,091 | -$9,091 | |
| 250. ISHARES S & P SMALLCAP 600 | 2022-12-19 | 2023-02-24 | $25,322 | $23,508 | $1,814 | $1,814 | |
| 42. ISHARES MSCI USA QUALITY FACTOR ETF | 2022-12-19 | 2023-02-24 | $4,956 | $4,779 | $177 | $177 | |
| 697.898 MATTHEWS JAPAN FUND INST | 2022-12-19 | 2023-02-24 | $10,510 | $10,378 | $132 | $132 | |
| 182.556 MATTHEWS PACIFIC TIGER FD - IS | 2022-12-19 | 2023-02-24 | $3,724 | $3,700 | $24 | $24 | |
| 1043.641 PARNASSUS CORE EQUITY FUND | 2022-11-17 | 2022-12-19 | $48,895 | $49,907 | -$1,012 | -$1,012 | |
| 11037.199 PARNASSUS CORE EQUITY FUND | 2020-07-27 | 2022-12-19 | $517,093 | $550,301 | -$33,208 | -$33,208 | |
| 229.874 PGIM SELECT REAL ESTATE FUND | 2021-10-15 | 2022-09-15 | $2,736 | $3,438 | -$702 | -$702 | |
| 1817.126 PGIM SELECT REAL ESTATE FUND | 2021-09-03 | 2022-09-15 | $21,624 | $28,199 | -$6,575 | -$6,575 | |
| 43235.624 TIAA-CREF CORE IMPACT BOND FUND DTD 5/1/2018 | 2018-07-17 | 2022-12-19 | $388,688 | $443,766 | -$55,078 | -$55,078 | |
| 109.004 VIRTUS DUFF & PHELPS GLOBAL REAL ESTATE | 2021-12-22 | 2022-09-15 | $3,418 | $4,373 | -$955 | -$955 | |
| 1580.996 VIRTUS DUFF & PHELPS GLOBAL REAL ESTATE | 2021-09-03 | 2022-09-15 | $49,580 | $65,042 | -$15,462 | -$15,462 | |
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P | |||||
| CAPITAL GAIN DIVIDENDS | $101,663 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$71,085 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $954 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $954 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $9,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,046 | OverpaymentAmt |
| Applied To ES Tax | $8,046 | 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 | PA | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 STE 1200 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GLENMEDE TRUST CO N A | ||||||
| 1650 MARKET ST | PHILADELPHIA | PA | 19103 | TRUSTEE | 3 | $20,589 |
| WILLIAM GLATFELTER III | ||||||
| 1650 MARKET ST | PHILADELPHIA | PA | 19103 | TRUSTEE | 1 | $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 |
| 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 | $3,551,002 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $165,298 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,716,300 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,716,300 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,745 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,660,555 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $183,028 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $183,028 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $954 | TotalTaxAmt |
| Distributable Before Adj | $182,074 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $182,074 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $182,074 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $270,294 | 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 | $270,294 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $182,074 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $34,599 | 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 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $270,294 | QualifyingDistributionsAmt |
| Applied To Year1 | $34,599 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $182,074 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $53,621 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $53,621 | 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 | $53,621 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $53,621 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| THE BOSTON PUBLIC LIBRARY | ||||||||
| FUND INC | 700 BOYLSTON ST | Boston | MA | 02116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 |
| THE BOSTON MUSEUM OF SCIENCE | ||||||||
| 1 SCIENCE PARK | Boston | MA | 02114 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| TRUSTEES OF BOSTON UNIVERSITY | ||||||||
| 1 SILBER WAY | Boston | MA | 02215 | NONE | PC | GENERAL CHARITABLE PURPOSES | $50,000 | |
| NATURAL RESOURCES DEFENSE | ||||||||
| COUNCIL | 40 WEST 20TH STREET 11TH FLOOR | New York | NY | 10011 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $260,000 | 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 | $81,392 | 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 | -$71,085 | 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 | $10,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,307 | 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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING DIFFERENCE | $2 |
| COST BASIS ADJUSTMENT | $74 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $3,587 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $9,000 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,297 | $2,297 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $179 | $179 | $0 |