THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC (EIN 81-3965327)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202323149349101627
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T12:16:09-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | 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 | 813965327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYLVIA W AND RANDLE M KAUDERS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYLV | BusinessNameControlTxt |
| Phone | 6108963868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190875270 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA HOCHMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108963868 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GLORIA | PersonFirstNm |
| Person Last | HOCHMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAUREN N WEST | PreparerPersonNm |
| PTIN | P01970042 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2023-11-07 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $6,192,045 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $139,244 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $139,244 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$33,264 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $911,097 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,882 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $108,862 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $139,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $2,750 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,750 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $9,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,043 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,043 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $111,080 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,946 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,134 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,978 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $45 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $45 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,401 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,601 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,784 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,303 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $50,547 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $82,756 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $510,303 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $50,547 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $452,756 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$401,441 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $88,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,878 | CashBOYAmt |
| Cash EOY | $2,328 | CashEOYAmt |
| Cash EOYFMV | $2,328 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $182,455 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,755 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $75,629 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $93,744 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $93,744 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,175,882 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,074,448 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,074,448 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,281,577 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $991,770 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $991,770 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $7,722,421 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,192,045 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,192,045 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $7,722,421 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,192,045 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,722,421 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,192,045 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,722,421 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,192,045 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,722,421 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$401,441 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,320,980 | SubtotalAmt |
| Other Decreases | $1,128,935 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,192,045 | 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 |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $911,097 | GrossSalesPriceAmt |
| Cost Or Other Basis | $944,361 | CostOrOtherBasisAmt |
| Gain Or Loss | -$33,264 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$33,264 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$33,264 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,762 | 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 | $3,762 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,529 | OverpaymentAmt |
| Applied To ES Tax | $2,529 | 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 | Yes (1) | 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 | WWW.KAUDERSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108963868 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190875270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| GLORIA HOCHMAN | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | PRESIDENT AND TREASURER | 1.00 | $350 | $0 | $0 |
| HELEN MCNUTT | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | VICE PRESIDENT | 1.00 | $400 | $0 | $0 |
| BONNIE GRANT | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | SECRETARY | 1.00 | $400 | $0 | $0 |
| BARRY BRAIT | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $400 | $0 | $0 |
| MATT CABREY | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $400 | $0 | $0 |
| DAVID BROWN | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $400 | $0 | $0 |
| TERRY DIAMOND | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $400 | $0 | $0 |
| DAPHNE ROWE PEMBROKE PHILANTHROPY | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | EXECUTIVE DIRECTOR | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEMBROKE PHILANTHROPY ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD NO A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190875270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT | ServiceTypeTxt |
| Compensation | $64,134 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,514,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $196,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,711,477 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,711,477 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,672 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,610,805 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,540 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,540 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,233 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,233 | TotalTaxAmt |
| Distributable Before Adj | $329,307 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $329,307 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $329,307 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $452,756 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $452,756 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,307 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $10,284 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $49,892 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $22,678 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $82,854 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $452,756 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $329,307 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $123,449 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $206,303 | 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 | $206,303 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $10,284 | ExcessFromYear4Amt |
| Excess From Year3 | $49,892 | ExcessFromYear3Amt |
| Excess From Year1 | $22,678 | ExcessFromYear1Amt |
| Excess From Current Year | $123,449 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1812 PRODUCTIONS | |||||||
| 2329 S 3RD STREET 2ND FLOOR | PHILADELPHIA | PA | 19148 | PC | 1812 PRODUCTIONS' EDUCATIONAL OUTREACH PROGRAM: 1812 EDUCATION | $10,000 | |
| 30 AMP CIRCUIT | |||||||
| 1007 N 6TH STREET | PHILADELPHIA | PA | 19123 | PC | BACK STAGE CLINIC & NORTH PHILLY CULTURAL FESTIVAL | $10,000 | |
| ACTING WITHOUT BOUNDARIES | |||||||
| 750 E HAVERFORD ROAD | BRYN MAWR | PA | 19010 | PC | AWB 2023 MASTERS' PROGRAM | $10,000 | |
| ARDEN THEATRE COMPANY | |||||||
| 40 N 2ND STREET | PHILADELPHIA | PA | 19106 | PC | ARDEN CHILDRENS THEATRE 2022-23 SEASON | $10,000 | |
| BAKER INDUSTRIES | |||||||
| 184 PENNSYLVANIA AVENUE | MALVERN | PA | 19355 | PC | BAKER INDUSTRIES ON-SITE JOB COACHING PROGRAM | $10,000 | |
| BE A PART OF THE CONVERSATION | |||||||
| 3554-B WOODCREST AVENUE | NEWTOWN SQUARE | PA | 19073 | PC | FAMILY RECOVERY COURSE PARTICIPANT EXPANSION 2022-2023 | $10,000 | |
| CARON TREATMENT CENTERS | |||||||
| PO BOX 150 243 NORTH GALEN HALL | WERNERSVILLE | PA | 19565 | PC | TEEN ADDICTION TREATMENT SCHOLARSHIP CARON PHILADELPHIA REGION | $10,000 | ROAD |
| COLON CANCER COALITIONGET YOUR REAR IN GEAR PHILADELPHIA | |||||||
| 200 CEMETERY ROAD | MOUNT LAUREL TOWNSHIP | NJ | 08054 | PC | ON THE RUNWAY FOR A CURE | $10,000 | |
| CRADLES TO CRAYONS | |||||||
| 4700 WISSAHICKON AVENUE SUITE 142 | PHILADELPHIA | PA | 19144 | PC | CRADLES TO CRAYONS EVERYDAY ESSENTIALS PROGRAM | $10,000 | |
| DRAMA LEAGUE OF NEW YORK INC | |||||||
| 32 AVENUE OF THE AMERICAS GROUND | NEW YORK | NY | 10013 | PC | OPERATING SUPPORT | $5,000 | FLOOR |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | PC | OPERATING SUPPORT | $5,000 | |
| EPILEPSY FOUNDATION OF EASTERN PENNSYLVANIA (EFEPA) | |||||||
| 919 WALNUT STREET SUITE 700 | PHILADELPHIA | PA | 19107 | PC | CAMP ACHIEVE 2023 | $10,000 | |
| FREE LIBRARY OF PHILADELPHIA FOUNDATION | |||||||
| 1901 VINE STREET | PHILADELPHIA | PA | 19103 | PC | ONE BOOK, ONE PHILADELPHIA 2023 | $10,000 | |
| INTERACT THEATRE COMPANY | |||||||
| THE DRAKE 302 S HICKS STREET | PHILADELPHIA | PA | 19102 | PC | FIRST WORLD INTERACTIONS | $10,000 | |
| KORESH DANCE COMPANY | |||||||
| 2002 RITTENHOUSE SQUARE | PHILADELPHIA | PA | 19103 | PC | KORESH DANCE COMPANY AND YOUTH ENSEMBLE - PRODUCTION OF MASQUERADE | $10,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS INC | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | OPERATING SUPPORT | $5,000 | |
| MIRACLE LEAGUE OF NORTHAMPTON TOWNSHIP | |||||||
| PO BOX 453 | RICHBORO | PA | 189540453 | PC | ALL INCLUSIVE PLAYGROUND PROJECT | $10,000 | |
| OLD ACADEMY PLAYERS | |||||||
| 3544 INDIAN QUEEN LANE | PHILADELPHIA | PA | 19129 | PC | PRODUCTION OF THE MUSICAL COMPANY, AND THE COSTS ASSOCIATED WITH THE 2022-23 SEASON | $10,000 | |
| PEGASUS THERAPEUTIC RIDING ACADEMY | |||||||
| 8297 BUSTLETON AVENUE | PHILADELPHIA | PA | 19152 | PC | PEACE: PEGASUS EQUINE AUTISM CHALLENGE AND ENRICHMENT PROGRAM | $10,000 | |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||
| 128 NORTH BROAD STREET | PHILADELPHIA | PA | 19102 | PC | SCHOOL ENGAGEMENT PROGRAMS AT PAFA | $10,000 | |
| PHILADELPHIA CONVENTION & VISITORS BUREAU | |||||||
| 1601 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19103 | PC | MARIE BAKER BROWN SCHOLARSHIP FUND | $10,000 | |
| PHILADELPHIA FILM SOCIETY | |||||||
| 1412 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | PC | CINEMANIACS (SPRING SEMESTER) | $10,000 | |
| PHILADELPHIA YOUNG PLAYWRIGHTS | |||||||
| 1219 VINE STREET FL2 | PHILADELPHIA | PA | 19107 | PC | CORE RESIDENCY PROGRAM IN THE SCHOOL DISTRICT OF PHILADELPHIA | $10,000 | |
| PHILADELPHIA YOUTH ORGANIZATIONANDERSON MONARCHS | |||||||
| 6923 ARDLEIGH STREET | PHILADELPHIA | PA | 19119 | PC | ANDERSON MONARCHS GIRLS ACADEMY | $10,000 | |
| PLAY ON PHILLY | |||||||
| PO BOX 8662 | PHILADELPHIA | PA | 19101 | PC | POP MUSIC CENTERS PROGRAM | $10,000 | |
| POLICE ATHLETIC LEAGUE OF PHILADELPHIA | |||||||
| 3658 BELGRADE STREET | PHILADELPHIA | PA | 19134 | PC | ANTI-VIOLENCE PREVENTION | $10,000 | |
| PROJECT 440 | |||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | PC | DOING GOOD | $10,000 | |
| ROCK AND SOUL FOREVER FOUNDATION | |||||||
| 434 AVENUE OF THE AMERICAS 6TH | NEW YORK | NY | 10011 | PC | TEACHROCK | $10,000 | FLOOR |
| RONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGION | |||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | CREATING AN OASIS THROUGH ART: A COLLABORATION BETWEEN RMHC PHILLY AND COMMUNITY ART PARTNERS | $10,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 3551 N BROAD STREET | PHILADELPHIA | PA | 19140 | PC | WALK-IN PEDIATRIC FRACTURE CLINIC | $10,000 | |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | PC | OPERATING SUPPORT | $5,000 | |
| ST CHRISTOPHER'S FOUNDATION FOR CHILDREN | |||||||
| 1800 JFK BLVD | PHILADELPHIA | PA | 19103 | PC | ORAL HEALTH FOR UNINSURED AND UNDERSERVED CHILDREN IN PHILADELPHIA | $10,000 | |
| THE LEGACY EXISTS | |||||||
| 1469 FT WASHINGTON AVENUE | MAPLE GLEN | PA | 19002 | PC | NURTURING THE AT RISK YOUTH | $10,000 | |
| THE PHILADELPHIA DANCE COMPANY (PHILADANCO) | |||||||
| 9 N PRESTON STREET | PHILADELPHIA | PA | 19104 | PC | PHILADANCO! 2022-23 INSTRUCTION AND TRAINING PROGRAMS | $10,000 | |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (PENN LIVE ARTS) | |||||||
| 3680 WALNUT STREET | PHILADELPHIA | PA | 19104 | PC | PAM TANOWITZ DANCE AS PART OF "ALICE & JOHN: A COLTRANE FESTIVAL" | $10,000 | |
| TRANSPLANT FOUNDATION | |||||||
| 401 N 3RD STREET | PHILADELPHIA | PA | 19123 | PC | CAMP JEREMY | $10,000 | |
| URBAN AFFAIRS COALITION | |||||||
| 1207 CHESTNUT STREET 7TH FLOOR | PHILADELPHIA | PA | 19107 | PC | BETTER CIVICS PRESENTS: GO VOTE! POP-UP EVENTS | $10,000 | |
| WOMEN'S OPPORTUNITIES RESOURCE CENTER | |||||||
| 2010 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | PC | FAMILY FINANCIAL CAPABILITY | $10,000 | |
| WORKING FILM ESTABLISHMENT | |||||||
| 2000 HAMILTON STREET PMB 725 | PHILADELPHIA | PA | 19130 | PC | THE WORKING FILM ESTABLISHMENT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,000 | 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 | $139,244 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$33,264 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $2,882 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $108,862 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $108,862 | 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 | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,043 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,043 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (17 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC, 70,000 SH | $58,272 | $58,272 |
| BB&T CORP, 50,000 SH | $49,492 | $49,492 |
| BANK OF NOVA SCOTIA, 25,000 SH | $22,851 | $22,851 |
| CITIZENS FINANCIAL GROUP INC, 75,000 SH | $69,358 | $69,358 |
| DLR, 60,000 SH | $56,670 | $56,670 |
| DOMINION ENERGY GAS HLDG, 45,000 SH | $43,712 | $43,712 |
| ESSENTIAL UTILITIES INC, 55,000 SH | $45,877 | $45,877 |
| GOLDMAN SACHS GROUP, 65,000 SH | $62,887 | $62,887 |
| MCDONALDS CORP, 25,000 SH | $23,656 | $23,656 |
| NEXTERA ENERGY CAPITAL HOLDINGS, 65,000 SH | $53,409 | $53,409 |
| OKLAHOMA GAS AND ELECTRIC CO, 60,000 SH | $52,452 | $52,452 |
| PNC FINANCIAL, 75,000 SH | $69,344 | $69,344 |
| PACIFICORP, 50,000 SH | $42,585 | $42,585 |
| UNITED TECHNOLOGIES CORP, 75,000 SH | $73,362 | $73,362 |
| ISHARES 0-5 YEAR TIPS BOND, 634 SH | $61,473 | $61,473 |
| ISHARES BARCLAYS MBS, 1,525 SH | $141,444 | $141,444 |
| ISHARES FLOATING RATE, 1,290 SH | $64,926 | $64,926 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (39 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODS & CHEMS INC, 365 SH | $112,515 | $112,515 |
| APPLE INC, 1,415 SH | $183,851 | $183,851 |
| AVANTIS EMERGING MARKETS EQUITY ETF, 2,345 SH | $118,305 | $118,305 |
| BAXTER INTL INC, 1,885 SH | $96,078 | $96,078 |
| BECTON DICKINSON & CO, 235 SH | $59,761 | $59,761 |
| BLACKROCK INC, 235 SH | $166,528 | $166,528 |
| CVS HEALTH CORPORATION, 1,725 SH | $160,753 | $160,753 |
| COCA COLA CO, 1,195 SH | $76,014 | $76,014 |
| COSTCO WHSL CORP, 310 SH | $141,515 | $141,515 |
| DOLLAR GENERAL CORP, 615 SH | $151,444 | $151,444 |
| DUPONT DE NEMOURS INC, 943 SH | $64,718 | $64,718 |
| HONEYWELL INTL INC, 635 SH | $136,081 | $136,081 |
| JPMORGAN CHASE & CO, 1,000 SH | $134,100 | $134,100 |
| JOHNSON & JOHNSON, 860 SH | $151,919 | $151,919 |
| LOWES COS INC, 710 SH | $141,460 | $141,460 |
| MASTERCARD INC, 415 SH | $144,308 | $144,308 |
| MICROSOFT CORP, 800 SH | $191,856 | $191,856 |
| NIKE INC, 565 SH | $66,111 | $66,111 |
| ORACLE CORP, 925 SH | $75,610 | $75,610 |
| PEPSICO INC, 800 SH | $144,528 | $144,528 |
| RAYTHEON TECHNOLOGIES CORP, 1,292 SH | $130,389 | $130,389 |
| S&P GLOBAL INC, 170 SH | $56,940 | $56,940 |
| STARBUCKS CORP, 800 SH | $79,360 | $79,360 |
| TJX COS INC NEW, 975 SH | $77,610 | $77,610 |
| TEXAS INSTRS INC, 410 SH | $67,740 | $67,740 |
| THERMO FISHER SCIENTIFIC INC, 165 SH | $90,864 | $90,864 |
| UNITED PARCEL SERVICE INC, 405 SH | $70,405 | $70,405 |
| UNITEDHEALTH GROUP INC, 305 SH | $161,705 | $161,705 |
| VANGUARD FTSE ALL WORLD EX-US, 755 SH | $77,622 | $77,622 |
| VANGUARD FTSE EUROPE ETF, 1,860 SH | $103,118 | $103,118 |
| VANGUARD FTSE PACIFIC ETF, 2,050 SH | $131,917 | $131,917 |
| ISHARES CORE MSCI EAFE ETF, 3,235 SH | $199,405 | $199,405 |
| ISHARES CORE MSCI EMERGING, 8,205 SH | $383,173 | $383,173 |
| ISHARES S&P 500 INDEX FUND, 550 SH | $211,315 | $211,315 |
| ISHARES S&P MIDCAP 400 INDEX, 510 SH | $123,364 | $123,364 |
| ISHARES S&P SMALLCAP 600 FND, 3,260 SH | $308,526 | $308,526 |
| ACCENTURE PLC ADR, 600 SH | $160,104 | $160,104 |
| AON PLC, 230 SH | $69,032 | $69,032 |
| MEDTRONIC PLC ADR, 700 SH | $54,404 | $54,404 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $62,393 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $62,393 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $31,351 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $31,351 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $1,128,935 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $111 | $70 | $41 |
| OFFICE SUPPLIES | $151 | $0 | $151 |
| PURCHASE OF ACCRUED INTEREST | $64 | $64 | $0 |
| AMORTIZATION OF BOND PREMIUM | $3,467 | $3,467 | $0 |
| INSURANCE | $698 | $0 | $698 |
| INFORMATION TECHNOLOGY | $1,894 | $0 | $1,894 |
| FEDERAL EXCISE TAX PENALTY | $16 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $2,882 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $2,882 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $46,946 | $46,946 | $0 |
| FOUNDATION MANAGEMENT FEES | $64,134 | $0 | $64,134 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $6,978 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |