STRATEGY STUDIO / PUBLIC DATA EXPLORER

WILT CHAMBERLIN MEMORIAL FUND INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WILT CHAMBERLIN MEMORIAL FUND INC (EIN 23-3100335)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-09
IRS object ID
202531299349100148
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-05-09T09:40:23-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN881478669PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CBIZ ADVISORS LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11899 L STREET NW 850AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN233100335EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WILT CHAMBERLAIN MEMORIAL FUND INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWILTBusinessNameControlTxt
Phone6106772299PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13 BANNER WAYAddressLine1Txt
CityCAMDENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLARA PRICEPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6106772299PhoneNum
Signature2025-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonFRANK H SMITHPreparerPersonNm
PTINP00639053PTIN
Phone2022274000PhoneNum
Preparation2025-05-09PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,755,102FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$156,064ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$58,474DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,474DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$40,142NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$319,632GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$40,142CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$254,680TotalRevAndExpnssAmt
Total Net Invst Incm$98,616TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$45,696CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$45,696CompOfcrDirTrstDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$16,793PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$16,793PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$13,526AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,382AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$10,144AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$13,380OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$13,380OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$0OtherProfFeesAdjNetIncmAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$15TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$15TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$21,914OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$23,759OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$111,324TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$16,762TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$96,407TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$109,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$109,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$220,324TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$16,762TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$205,407TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$34,356ExcessRevenueOverExpensesAmt
Net Investment Income$81,854NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$82,026CashBOYAmt
Cash EOY$113,785CashEOYAmt
Cash EOYFMV$113,785CashEOYFMVAmt
Sav And Temp Cash Invst BOY$44,616SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$53,325SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$53,325SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$4,700AcctRcvblAmt
Acct Rcvbl BOY$4,700AcctRcvblBOYAmt
Acct Rcvbl EOY$4,700AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$4,700AcctRcvblEOYFMVAmt
US Government Obligations BOY$528,246USGovernmentObligationsBOYAmt
US Government Obligations EOY$533,214USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$533,214USGovtObligationsEOYFMVAmt
Corporate Stock BOY$1,641,005CorporateStockBOYAmt
Corporate Stock EOY$1,744,295CorporateStockEOYAmt
Corporate Stock EOYFMV$1,744,295CorporateStockEOYFMVAmt
Other Assets BOY$305,783OtherAssetsBOYAmt
Other Assets EOY$305,783OtherAssetsEOYAmt
Other Assets EOYFMV$305,783OtherAssetsEOYFMVAmt
Total Assets BOY$2,606,376TotalAssetsBOYAmt
Total Assets EOY$2,755,102TotalAssetsEOYAmt
Total Assets EOYFMV$2,755,102TotalAssetsEOYFMVAmt
Accounts Payable BOY$9,000AccountsPayableBOYAmt
Accounts Payable EOY$9,000AccountsPayableEOYAmt
Other Liabilities BOY$0OtherLiabilitiesBOYAmt
Other Liabilities EOY$7,639OtherLiabilitiesEOYAmt
Total Liabilities BOY$9,000TotalLiabilitiesBOYAmt
Total Liabilities EOY$16,639TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$2,597,376NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$2,738,463NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$2,597,376TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,738,463TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,606,376TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,755,102TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,597,376TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$34,356ExcessRevenueOverExpensesAmt
Other Increases$106,731OtherIncreasesAmt
Subtotal$2,738,463SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,738,463TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyHAVERFORD TRUST CO. INVESTMENTSPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$319,632GrossSalesPriceAmt
Cost Or Other Basis$279,490CostOrOtherBasisAmt
Gain Or Loss$40,142GainOrLossAmt
Gains Minus Excess Or Losses$40,142GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$40,142CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,138InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,138SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,138TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,168EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$3,168TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$2,030OverpaymentAmt
Applied To ES Tax$2,030AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWILTFUND.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1LARA PRICEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6106772299PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line13 BANNER WAYAddressLine1Txt
CityCAMDENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (1)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN A COZEN
3 BANNER WAYCAMDENNJ19103DIRECTOR1.00$0$0$0
WILLIAM CUNNINGHAM
3 BANNER WAYCAMDENNJ33469DIRECTOR1.00$0$0$0
LARA PRICE
3 BANNER WAYCAMDENNJ08103CHAIR, PRESIDENT, AND DIR.1.00$0$0$0
BRAD SHRON
3 BANNER WAYCAMDENNJ08103SECRETARY, DIRECTOR1.00$0$0$0
DAVID COLLINS LEFT DURING YEAR
3 BANNER WAYCAMDENNJ08103TREASURER1.00$0$0$0
OLIN CHAMBERLAIN
3 BANNER WAYCAMDENNJ08103DIRECTOR1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1SCHOLARSHIPS PROVIDED TO ATHLETICALLY AND ACADEMICALLYTALENTED STUDENTS IN THE METROPOLITAN PHILADELPHIA AREA.Description1Txt
Expenses1$109,000Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,233,606AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$146,876AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,380,482TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$2,380,482AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$35,707CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,344,775NetVlNoncharitableAssetsAmt
Minimum Investment Return$117,239MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$117,239MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,138TaxBasedOnInvestmentIncomeAmt
Total Tax$1,138TotalTaxAmt
Distributable Before Adj$116,101DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$116,101DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$116,101DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$205,407ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$205,407QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$116,101DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$1,616ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$1,616TotalExcessDistributionCyovAmt
Qualifying Distributions$205,407QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$116,101AppliedToCurrentYearAmt
Remaining Distri From Corpus$89,306RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$90,922TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$90,922ExcessDistriCyovToNextYrAmt
Excess From Year4$1,616ExcessFromYear4Amt
Excess From Current Year$89,306ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonWILT CHAMBERLAIN MEMORIAL FUND CO LRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line13 BANNER WAYAddressLine1Txt
CityCAMDENCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08103ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6106772299RecipientPhoneNum
Form And Info And MaterialsONLINE APPLICATION, REQUIRED MATERIALS SUCH AS FAFSA ID, GPA, TRANSCRIPTS, REFERENCES, AND ESSAY.FormAndInfoAndMaterialsTxt
Submission DeadlinesMAY 12- COVID 19 EXTENSIONSubmissionDeadlinesTxt
Restrictions On Awards-ESTIMATED FAMILY INCOME LIMIT -APPLICANTS MUST BE REGIONAL TO DELAWARE VALLEY -$5,000 MAXIMUM PAYABLE TO COLLEGE/UNIVERSITY PER YEAR FOR 4-YEAR INSTITUTIONSRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1INTERNATIONAL SCHOLARSHIP & TUITION SERVICES (ISTS)BusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11321 MURFREESBORO RD SUITE 800AddressLine1Txt
CityNASHVILLECityNm
State AbbreviationTNStateAbbreviationCd
ZIP37217ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusGOVERNMENTRecipientFoundationStatusTxt
Grant Or Contribution PurposeSCHOLARSHIPS TO STUDENTSGrantOrContributionPurposeTxt
Amt$109,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$109,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,474ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$40,142ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$98,616ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$98,616TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
SIXERS YOUTH FOUNDATION GRANT
13 BANNER WAYCAMDENNJ08103$100,000Yes (X)
PHILADELPHIA 76ERS
23 BANNER WAYCAMDENNJ08103$23,560Yes (X)

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$13,526Amt
Net Investment Income$3,382NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$10,144DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ACCENTURE PLC$36,409$36,409
AIR PRODS & CHEMS INC COM$19,354$19,354
ALPHABET INC (GOOGL)$22,587$22,587
AON PLC$22,019$22,019
APPLE INC COM$105,310$105,310
AVANTIS EMERGING MARKETS EQUITY$88,580$88,580
AVANTIS INTERNATIONAL SMALL CAP VALUE$66,573$66,573
BLACKROCK INC$31,493$31,493
CHEVRON CORPORATION$26,591$26,591
COCA COLA CO COM$25,460$25,460
COSTCO WHOLESALE CORP$54,399$54,399
EATON CORPORATION$36,058$36,058
HONEYWELL INTL INC$49,114$49,114
ISHARES CORE MSCI EAFE$87,168$87,168
ISHARES CORE MSCI EMERGING$93,142$93,142
ISHARES CORE MSCI US QULTY F$53,789$53,789
ISHARES S&P 500 INDEX$38,306$38,306
ISHARES S&P MIDCAP 400 INDEX$52,668$52,668
ISHARES S&P SMALLCAP 600 FUND$70,929$70,929
JOHNSON & JOHNSON COM$21,924$21,924
JPMORGAN CHASE & CO$45,509$45,509
LOWES COS INC$33,069$33,069
MASTERCARD INC CLASS A$35,293$35,293
MCKESSON CORP$26,282$26,282
MEDITRONIC PLC$28,729$28,729
MICROSOFT CORP$89,390$89,390
NEXTERA ENERGY INC$14,162$14,162
NVIDIA CORP$12,354$12,354
ORACLE CORP$50,126$50,126
PEPSICO INC$37,109$37,109
RTX CORP (FORMERLY RAYTHEON TECHNOLOGIES)$60,234$60,234
S&P GLOBAL INC.$37,910$37,910
STRYKER CORP$20,415$20,415
TEXAS INSTRUMENTS$30,152$30,152
THERMO FISHER SCIENTIFIC INC$33,180$33,180
TJX COS INC$39,086$39,086
UNITED PARCEL SERVICE INC.$17,791$17,791
UNITEDHEALTH GROUP INC$30,556$30,556
VANGUARD FTSE EUROPE$41,731$41,731
VANGUARD FTSE PACIFIC$59,344$59,344

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$0USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$533,214StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$533,214StateLocalSecEOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescMEMORIAL STATUEDesc
BOY Book Value$305,783BOYBookValueAmt
EOY Book Value$305,783EOYBookValueAmt
EOYFMV$305,783EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE EXPENSES$350$0$0$350
PROGRAM EXPENSES$8,201$0$0$13,046
INSURANCE$4,363$0$0$4,363
SCHOLARSHIP ADMINISTRATION EXPENSE$9,000$0$0$6,000

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN/(LOSS) ON INVESTMENTSDesc
Amt$106,731Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescDUE TO/FROM PHILADELPHIA 76ERSDesc
BOY Book Value$0BOYBookValueAmt
EOY Book Value$7,639EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT FEESCategoryTxt
Amt$13,380Amt
Net Investment Income$13,380NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FILING FEESCategoryTxt
Amt$15Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$15DisbursementsCharitablePrpsAmt