THE HAMLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE HAMLIN FAMILY FOUNDATION INC (EIN 20-3758162)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-10
- IRS object ID
- 202342839349101309
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-10-10T15:53:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 New Hyde Park Rd Ste 406 | AddressLine1Txt |
| City | New Hyde Park | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 203758162 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Hamlin Family Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | HAML | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAY W HAMLIN III | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2023-10-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CLAY W | PersonFirstNm |
| Person Last | HAMLIN III | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
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 | $618,229 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $150 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $150 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $21,070 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $21,070 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $47,593 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $71,064 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $47,593 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $68,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $68,813 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Taxes Rev And Expnss | $600 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $7,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7,961 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,561 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,961 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $72,587 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $72,587 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $81,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $80,548 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $68,813 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,333 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $14,335 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $14,335 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $548,665 | CorporateStockBOYAmt |
| Corporate Stock EOY | $585,328 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $603,894 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $611,998 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,663 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $618,229 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $611,998 | RetainedEarningBOYAmt |
| Retained Earning EOY | $599,663 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $611,998 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $599,663 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $611,998 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,663 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $611,998 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,335 | ExcessRevenueOverExpensesAmt |
| Subtotal | $599,663 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $599,663 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $71,064 | GrossSalesPriceAmt |
| Cost Or Other Basis | $23,471 | CostOrOtherBasisAmt |
| Gain Or Loss | $47,593 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $47,593 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $47,593 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $957 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $957 | SubtotalAmt |
| Tax Based On Investment Income | $957 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $928 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $29 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $957 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| Elizabeth Hamlin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP - Operations, Dir | 1.0 | $0 | $0 | $0 |
| Lynn Hamlin | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, VP | 1.0 | $0 | $0 | $0 |
| Clay W Hamlin III | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Sec | 1.0 | $0 | $0 | $0 |
| Clay Hamlin IV | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | DIR, VP - FIN & INV | 1.0 | $0 | $0 | $0 |
| Katharine Hamlin Kreager | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir, Pres | 1.0 | $0 | $0 | $0 |
| 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 | $630,731 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $72,005 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $702,736 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $702,736 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,541 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $692,195 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $34,610 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $34,610 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $957 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $957 | TotalTaxAmt |
| Distributable Before Adj | $33,653 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $33,653 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $33,653 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $80,548 | 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 | $80,548 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,653 | DistributableAsAdjustedAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Prior Year2 | 2019 | PriorYear2Yr |
| Prior Year3 | 2018 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $107,400 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $127,677 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $17,887 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,265 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $292,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $80,548 | QualifyingDistributionsAmt |
| Applied To Current Year | $33,653 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $46,895 | RemainingDistriFromCorpusAmt |
| Total Corpus | $339,124 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $107,400 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $231,724 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $127,677 | ExcessFromYear3Amt |
| Excess From Year2 | $17,887 | ExcessFromYear2Amt |
| Excess From Year1 | $39,265 | ExcessFromYear1Amt |
| Excess From Current Year | $46,895 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Clay W Hamlin III | ContributingManagerNm |
| Contributing Manager | Lynn Hamlin | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AD PRIMA CHARTER SCHOOL | |||||||
| 1920 N 63RD ST | PHILADELPHIA | PA | 19151 | N/A | PC | General & Unrestricted | $1,000 |
| ALZHEIMERS DISEASE RESEARCH FOUNDATION - CURE ALZH | |||||||
| 34 WASHINGTON ST SUITE 310 | WELLESLEY HILLS | MA | 02481 | N/A | PC | General & Unrestricted | $500 |
| AMAZON CONSERVATION ASSOCIATION | |||||||
| 1012 14TH ST NW STE 625 | WASHINGTON | DC | 20005 | N/A | PC | General & Unrestricted | $500 |
| BELLA VOCE INCORPORATED | |||||||
| 14 ASPEN DR | ESSEX JCT | VT | 05452 | N/A | PC | Women's Chorus fund | $500 |
| BREAKTHROUGH OF GREATER PHILADELPHIA INC | |||||||
| 34 W COULTER ST | PHILADELPHIA | PA | 19144 | N/A | PC | General & Unrestricted | $1,000 |
| BRYN MAWR THEATER FILM INSTITUTE DBA BRYN MAWR FIL | |||||||
| 824 W LANCASTER | BRYN MAWR | PA | 19010 | N/A | PC | General & Unrestricted | $500 |
| CHILD RESCUE COALITION INC | |||||||
| 4530 CONFERENCE WAY S | BOCA RATON | FL | 33431 | N/A | PC | General & Unrestricted | $1,000 |
| CITRS INC | |||||||
| 40 MORRIS AVE STE 230 | BRYN MAWR | PA | 19010 | N/A | PC | General & Unrestricted | $337 |
| DONORS TRUST INC | |||||||
| 1800 DIAGONAL RD STE 280 | ALEXANDRIA | VA | 22314 | N/A | PC | General & Unrestricted | $27,000 |
| FIRST BOOK | |||||||
| 1319 F ST NW STE 1000 | WASHINGTON | DC | 20004 | N/A | PC | General & Unrestricted | $1,000 |
| FOUR BLOCK FOUNDATION INC | |||||||
| 230 PARK AVE 29TH FL | NEW YORK | NY | 10169 | N/A | PC | General & Unrestricted | $500 |
| GEORGETOWN UNIVERSITY | |||||||
| 2115 WISCONSIN AVE NW STE 500 | WASHINGTON | DC | 20007 | N/A | PC | Women's Tennis program | $200 |
| INTERNATIONAL TENNIS HALL OF FAME INCORPORATED | |||||||
| 194 BELLEVUE AVE | NEWPORT | RI | 02840 | N/A | PC | General & Unrestricted | $500 |
| JUDICIAL WATCH INC | |||||||
| 425 3RD ST SW STE 800 | WASHINGTON | DC | 20024 | N/A | PC | General & Unrestricted | $500 |
| KHAN ACADEMY INC | |||||||
| PO BOX 1630 | MOUNTAIN VIEW | CA | 94042 | N/A | PC | General & Unrestricted | $500 |
| LEMUR CONSERVATION FOUNDATION INC | |||||||
| PO BOX 249 | MYAKKA CITY | FL | 34251 | N/A | PC | General & Unrestricted | $1,500 |
| LEWA WILDLIFE CONSERVANCY USA | |||||||
| PO BOX 4449 | NEW YORK | NY | 10163 | N/A | PC | General & Unrestricted | $1,000 |
| LOWER MERION CONSERVANCY | |||||||
| 1301 ROSE GLEN RD | GLADWYNE | PA | 19035 | N/A | PC | General & Unrestricted | $300 |
| LOWER MERION TOWNSHIP POLICE PENSION ASSOCIATION | |||||||
| 71 E LANCASTER AVE | ARDMORE | PA | 19003 | N/A | PC | General & Unrestricted | $200 |
| MAKE-A-WISH FOUNDATION OF PHILADELPHIA AND SUSQUEH | |||||||
| 5 VALLEY SQ STE 210 | BLUE BELL | PA | 19422 | N/A | PC | General & Unrestricted | $500 |
| MOTHERS AGAINST DRUNK DRIVING | |||||||
| 511 E JOHN CARPENTER FREEWAY STE 70 | IRVING | TX | 75062 | N/A | PC | General & Unrestricted | $250 |
| NORRISTOWN ZOOLOGICAL SOCIETY | |||||||
| 1661 HARDING BLVD | NORRISTOWN | PA | 19401 | N/A | PC | General & Unrestricted | $500 |
| OHIO STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 710811 | COLUMBUS | OH | 43271 | N/A | PC | General & Unrestricted | $750 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | N/A | PC | General & Unrestricted | $500 |
| SEA SHEPHERD CONSERVATION SOCIETY | |||||||
| PO BOX 8628 | ALEXANDRIA | VA | 22306 | N/A | PC | General & Unrestricted | $500 |
| SILVER SPRINGS MARTIN LUTHER SCHOOL | |||||||
| 512 W TOWNSHIP LINE RD | PLYMOUTH MEETING | PA | 19462 | N/A | PC | General & Unrestricted | $1,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | N/A | PC | General & Unrestricted | $800 |
| ST JUDE CHILDRENS RESEARCH HOSPITAL INC | |||||||
| 501 ST JUDES PL | MEMPHIS | TN | 38105 | N/A | PC | General & Unrestricted | $500 |
| STARFINDER FOUNDATION | |||||||
| 4015 MAIN ST | PHILADELPHIA | PA | 19127 | N/A | PC | General & Unrestricted | $250 |
| STUDENTS RUN PHILLY STYLE | |||||||
| 1819 JOHN F KENNEDY BLVD STE 480 | PHILADELPHIA | PA | 19103 | N/A | PC | General & Unrestricted | $1,000 |
| TEMPLE UNIVERSITY | |||||||
| TASB 3RD FL 1852 N 10TH ST | PHILADELPHIA | PA | 19122 | N/A | PC | Temple Law School Rob Reinstein Fund | $2,000 |
| THE CHARACTER EDUCATION PARTNERSHIP INC | |||||||
| PO BOX 650307 | STERLING | VA | 20165 | N/A | PC | General & Unrestricted | $500 |
| THE PHILANTHROPY ROUNDTABLE INC | |||||||
| 1120 20TH ST NW STE 550 S | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $2,500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST 433 FRANKLIN BLDG | PHILADELPHIA | PA | 19104 | N/A | PC | Athletics-Penn Tennis program | $20,000 |
| UDT-SEAL MUSEUM ASSOCIATION INC | |||||||
| 3300 NORTH HWY A1A | FORT PIERCE | FL | 34949 | N/A | PC | General & Unrestricted | $1,000 |
| WORLD CENTRAL KITCHEN INCORPORATED | |||||||
| 200 MASSACHUSETTS AVE NW 7TH FL | WASHINGTON | DC | 20001 | N/A | PC | General & Unrestricted | $1,000 |
| WORTHWHILE WEAR INC | |||||||
| PO BOX 660 | SILVERDALE | PA | 18962 | N/A | PC | General & Unrestricted | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $72,587 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,070 | 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 | $47,593 | 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 | $68,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $68,813 | TotalIncomeProducingActyAmt |
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 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | JPMORGAN INVESTOR GROWTH FUND | StockNm |
| EOY Book Value | $585,328 | EOYBookValueAmt |
| EOYFMV | $603,894 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| Administrative Fees | $7,866 | $7,866 |
| State or Local Filing Fees | $95 | $95 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2022 | CategoryTxt |
| Amt | $600 | Amt |