HOWARD W SWANK ALMA K SWANK ANDRICHARD KEMPER SWANK FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- HOWARD W SWANK ALMA K SWANK ANDRICHARD KEMPER SWANK FOUNDATION (EIN 20-5145157)
- Tax period
- 2022-04-01 to 2023-03-31
- Filed
- 2023-12-15
- IRS object ID
- 202333499349100203
- 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 Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-12-15T08:20:22-06:00 | ReturnTs |
| Tax Period End | 2023-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260645306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AKA ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 SHALLCROSS AVE STE D | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205145157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD W SWANK ALMA K SWANK AND | BusinessNameLine1Txt |
| Business Name Line2 | RICHARD KEMPER SWANK FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 3026522900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 LOVERING AVENUE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR EDWARD M GOLDENBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3026522900 | PhoneNum |
| Signature | 2023-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | DR | PersonFirstNm |
| Person Last | EDWARD M GOLDENBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICTOR S PELILLO CPA | PreparerPersonNm |
| PTIN | P00176177 | PTIN |
| Phone | 3022307171 | PhoneNum |
| Preparation | 2023-09-10 | 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 | $17,953,323 | 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 | $420,041 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $420,041 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $196,636 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,121,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $196,636 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $616,677 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $616,677 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $9,113 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $911 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,202 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,961 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,981 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,980 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $38,679 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,679 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $27,331 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,612 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,696 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $41,571 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,182 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,042,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,042,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,124,696 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $41,571 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,052,182 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$508,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $575,106 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,157 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $14,150,161 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,645,644 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $17,953,323 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $14,152,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,645,644 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,953,323 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,345 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,345 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,826,767 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,826,767 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,325,551 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,817,532 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,152,318 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,644,299 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,152,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,645,644 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,152,318 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$508,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,644,299 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,644,299 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD - INTER-TERM INV GR ADM | P | 2022-12-12 | $4,354 | $4,913 | -$559 | -$559 |
| VANGUARD - INTER-TERM INV GR ADM | P | 2023-02-23 | $41,927 | $47,790 | -$5,863 | -$5,863 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2022-08-04 | $7,986 | $8,445 | -$459 | -$459 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2022-08-09 | $6,936 | $7,378 | -$442 | -$442 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2022-11-08 | $10,554 | $11,611 | -$1,057 | -$1,057 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2022-12-12 | $16,509 | $17,833 | -$1,324 | -$1,324 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2023-02-02 | $11,252 | $11,971 | -$719 | -$719 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2023-02-23 | $61,446 | $66,420 | -$4,974 | -$4,974 |
| VANGUARD - TOT INTL BOND IX ADMIRAL | P | 2022-08-09 | $1,367 | $1,462 | -$95 | -$95 |
| VANGUARD - TOT INTL BOND IX ADMIRAL | P | 2022-12-12 | $3,266 | $3,624 | -$358 | -$358 |
| VANGUARD - TOT INTL BOND IX ADMIRAL | P | 2023-02-23 | $115,308 | $130,564 | -$15,256 | -$15,256 |
| VANGUARD - TOT INTL STOCK IX INST | P | 2023-02-23 | $379,100 | $329,500 | $49,600 | $49,600 |
| VANGUARD - TOT BOND MKT INDEX ADM | P | 2022-08-09 | $4,214 | $4,514 | -$300 | -$300 |
| VANGUARD - TOT BOND MKT INDEX ADM | P | 2022-12-12 | $5,870 | $6,542 | -$672 | -$672 |
| VANGUARD - TOT BOND MKT INDEX ADM | P | 2023-02-23 | $131,034 | $147,789 | -$16,755 | -$16,755 |
| VANGUARD - TOT STOCK MKT IDX INST | P | 2023-02-23 | $311,183 | $114,773 | $196,410 | $196,410 |
| VANGUARD - INTER-TERM INV GR ADM | P | 2022-05-05 | $8,888 | $9,429 | -$541 | -$541 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $196,636 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,994 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,600 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $10,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,600 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,606 | OverpaymentAmt |
| Applied To ES Tax | $24,606 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | GORDON FOURNARIS MAMMARELLA PA | IndividualWithBooksNm |
| Phone | 3026522900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 LOVERING AVENUE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| DR EDWARD M GOLDENBERG | ||||||||
| 24 STONE TOWER LANE | WILMINGTON | DE | 19803 | DIRECTOR, PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| REGINA KERR ALONZO | ||||||||
| 5 HOLLY DRIVE | KENNETT SQUARE | PA | 19348 | DIRECTOR, SECRETARY, VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| NANCY N GALE | ||||||||
| 117 SPARROWS RUN | GLEN MILLS | PA | 19342 | DIRECTOR, VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| DENISE D SCHWARTZ | ||||||||
| 32 E BELMONT DRIVE FOXMEADOW FARM | HOCKESSIN | DE | 19707 | DIRECTOR, VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| CATHY KANEFSKY | ||||||||
| 202 NEWTON COURT | MIDDLETOWN | DE | 19709 | DIRECTOR, VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $17,701,129 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,229 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,792,358 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,792,358 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $266,885 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,525,473 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $876,274 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $876,274 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,994 | TotalTaxAmt |
| Distributable Before Adj | $868,280 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $868,280 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $868,280 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,052,182 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,052,182 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $868,280 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,039,636 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,052,182 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,039,636 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,546 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $855,734 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PHILANTHROPY DELAWARE | |||||||
| 100 W 10TH STREET SUITE 500 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | PRIVATE INITIATIVES FOR THE PUBLIC GOOD, FOCUSING ON A MEANINGFUL IMPACT FOR ALL DELAWAREANS. | $2,000 |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 125 S 9TH STREET SUITE 600 | PHILADELPHIA | PA | 19107 | NONE | PUBLIC CHARITY | SUPPORT OF THE PARKINSON'S DISEASE AND MOVEMENT DISORDERS RESEARCH PROGRAM AT THE JEFFERSON COMPREHENSIVE PARKINSON'S DISEASE AND MOVEMENT DISORDERS CENTER AT THE VICKIE AND JACK FARBER INSTITUTE FOR NEUROSCIENCE. | $250,000 |
| SPECIAL OLYMPICS DELAWARE | |||||||
| 619 S COLLEGE AVENUE | NEWARK | DE | 19716 | NONE | PUBLIC CHARITY | SUPPORT THE YEAR-ROUND SPORTS TRAINING AND ATHLETIC COMPETITION IN A VARIETY OF OLYMPIC-TYPE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES. | $40,000 |
| THE NEMOURS FOUNDATION | |||||||
| 1600 ROCKLAND ROAD | WILMINGTON | DE | 19803 | NONE | PUBLIC CHARITY | SUPPORT RESEARCH, PREVENTION AND TREATMENT OF PEDIATRIC CONDITIONS. | $500,000 |
| UNIVERSITY OF DELAWARE | |||||||
| 210 HULLIHEN HALL | NEWARK | DE | 19716 | NONE | PUBLIC CHARITY | SUPPORT THE ACCELERATED INTERDISCIPLINARY RESEARCH, EDUCATION AND CLINICAL TRAINING IN ALZHEIMER'S DISEASE AND RELATED DISORDERS. | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,042,000 | 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 | 18 | ExclusionCd |
| Exclusion | $420,041 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $196,636 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $616,677 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $616,677 | 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 FEE | CategoryTxt |
| Amt | $3,961 | Amt |
| Net Investment Income | $1,981 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,980 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $13,645,644 | EOYBookValueAmt |
| EOYFMV | $17,953,323 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $9,113 | LegalFeesAmt |
| Net Investment Income | $911 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,202 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $43 | $0 | $0 |
| INSURANCE | $3,405 | $0 | $0 |
| OFFICE EXPENSES | $164 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SAVINGS OVERDRAFT | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,345 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $38,679 | Amt |
| Net Investment Income | $38,679 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $27,331 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |