STRATEGY STUDIO / PUBLIC DATA EXPLORER

WLG CHARITABLE FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
WLG CHARITABLE FOUNDATION (EIN 23-7649667)
Tax period
2024-05-01 to 2025-04-30
Filed
2025-06-02
IRS object ID
202501539349101005
Schema version
2024v5.1
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)
Return2025-06-02T15:01:21-05:00ReturnTs
Tax Period End2025-04-30TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2024-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237649667EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WLG CHARITABLE FOUNDATION 2556-11-15BusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWLGBusinessNameControlTxt
Phone2154196000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O GLENMEDE TR CO NA 1650 MARKAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMELISSA L BURKEPersonNm
Person TitleMANAGING DIRECTPersonTitleTxt
Phone2154196000PhoneNum
Signature2025-06-02SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,060,291FMVAssetsEOYAmt

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$87,972DividendsRevAndExpnssAmt
Dividends Net Invst Incm$87,972DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$316,857NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,665,788GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$316,857CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm$0NetSTCapitalGainAdjNetIncmAmt
Total Rev And Expnss$404,829TotalRevAndExpnssAmt
Total Net Invst Incm$404,829TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$22,515CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$11,258CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$11,258CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Net Invst Incm$0OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Adj Net Incm$0OthEmplSlrsWgsAdjNetIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$0OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Net Invst Incm$0PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Adj Net Incm$0PensionEmplBnftAdjNetIncmAmt
Legal Fees Dsbrs Chrtbl$0LegalFeesDsbrsChrtblAmt
Other Prof Fees Dsbrs Chrtbl$0OtherProfFeesDsbrsChrtblAmt
Interest Dsbrs Chrtbl$0InterestDsbrsChrtblAmt
Taxes Rev And Expnss$2,286TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,286TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss$0DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm$0DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Adj Net Incm$0TravConfMeetingAdjNetIncmAmt
Printing And Pub Net Invst Incm$0PrintingAndPubNetInvstIncmAmt
Printing And Pub Adj Net Incm$0PrintingAndPubAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$24,801TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$13,544TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$11,258TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$762,803ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$762,803ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$787,604TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$13,544TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$774,061TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$382,775ExcessRevenueOverExpensesAmt
Net Investment Income$391,285NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$165,252SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$93,756SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$93,756SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl EOY$0AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$0AcctRcvblEOYFMVAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Investments BOY$3,241,446OtherInvestmentsBOYAmt
Other Investments EOY$2,930,163OtherInvestmentsEOYAmt
Other Investments EOYFMV$2,966,535OtherInvestmentsEOYFMVAmt
Total Assets BOY$3,406,698TotalAssetsBOYAmt
Total Assets EOY$3,023,919TotalAssetsEOYAmt
Total Assets EOYFMV$3,060,291TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$3,406,698CapitalStockBOYAmt
Capital Stock EOY$3,023,919CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$3,406,698TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,023,919TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,406,698TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,023,919TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,406,698TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$382,775ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$3,023,923SubtotalAmt
Other Decreases$4OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,023,919TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (162 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtHow AcquiredHowAcquiredCd
232.254 GQG EMERGING MARKETS EQUITY FUND2024-08-012025-03-04$3,695$4,157-$462-$462
7.314 GQG EMERGING MARKETS EQUITY FUND2024-11-072025-03-04$116$129-$13-$13
678.542 GQG EMERGING MARKETS EQUITY FUND2024-11-072025-03-31$11,189$11,794-$605-$605
417.468 GQG EMERGING MARKETS EQUITY FUND2023-09-082025-03-31$6,884$6,469$415$415
2283.7 AB SMALL CAP VALUE PORTFOLIO2023-12-062024-11-07$36,745$31,715$5,030$5,030
1446.455 AB SMALL CAP VALUE PORTFOLIO2024-08-012024-11-07$23,273$21,726$1,547$1,547
6353.125 AB SMALL CAP VALUE PORTFOLIO2022-12-192024-11-07$102,222$80,494$21,728$21,728
407.44 AMERICAN BEACON AHL TARGETRISK FUND2020-07-272025-03-31$4,413$4,995-$582-$582
202.578 AMERICAN BEACON LONDON INCOME EQUITY2022-12-192024-08-01$4,570$4,266$304$304
1711.578 AMERICAN BEACON LONDON INCOME EQUITY2023-12-012024-11-07$41,728$37,194$4,534$4,534
151.808 AMERICAN BEACON LONDON INCOME EQUITY2024-06-032024-11-07$3,701$3,461$240$240
14592.358 AMERICAN BEACON LONDON INCOME EQUITY2022-12-192024-11-07$355,762$306,967$48,795$48,795
518.832 BLACKROCK EVENT DRIVEN EQUITY FUND2021-09-162025-03-04$5,256$5,121$135$135
646.23 BLACKROCK EVENT DRIVEN EQUITY FUND2021-09-162025-03-31$6,559$6,416$143$143
1256.539 BLACKROCK STRATEGIC INCOME OPPORTUNITIESDTD 4/1/20212018-07-172024-08-01$11,975$12,764-$789-$789
772.491 BLACKROCK STRATEGIC INCOME OPPORTUNITIESDTD 4/1/20212018-07-172025-03-04$7,408$7,500-$92-$92
683.287 BLACKROCK STRATEGIC INCOME OPPORTUNITIESDTD 4/1/20212018-07-172025-03-31$6,512$6,634-$122-$122
38.608 DFA INTERNATIONAL CORE EQUITY2024-09-272025-03-04$634$651-$17-$17
765.159 DFA INTERNATIONAL CORE EQUITY2022-12-192025-03-04$12,556$10,777$1,779$1,779
10.435 DFA INTERNATIONAL CORE EQUITY2025-03-282025-03-31$172$174-$2-$2
509.526 DFA INTERNATIONAL CORE EQUITY2022-12-192025-03-31$8,397$6,800$1,597$1,597
4387.676 DFA INVESTMENT GRADE PORTFOLIO2024-08-012025-03-04$44,403$44,535-$132-$132
362.334 DFA INVESTMENT GRADE PORTFOLIO2024-09-272025-03-04$3,667$3,739-$72-$72
3578.343 DFA INVESTMENT GRADE PORTFOLIO2024-08-012025-03-31$36,034$36,320-$286-$286
18.26 DODGE & COX STOCK FUND2023-07-122024-08-01$4,854$4,213$641$641
5.997 DODGE & COX STOCK FUND2024-06-252024-11-07$1,706$1,575$131$131
718.225 DODGE & COX STOCK FUND2023-07-122024-11-07$204,357$165,688$38,669$38,669
41.565 FIDELITY CONCORD STR TR 500 IDX I2024-03-082024-08-01$7,867$7,486$381$381
300.883 FIDELITY CONCORD STR TR 500 IDX I2024-11-072025-03-04$60,484$62,466-$1,982-$1,982
148.508 FIDELITY CONCORD STR TR 500 IDX I2024-11-072025-03-31$29,027$30,832-$1,805-$1,805
723.045 POLEN GROWTH FUND - INS2024-11-072025-03-04$33,766$35,516-$1,750-$1,750
121.538 POLEN GROWTH FUND - INS2022-12-192025-03-04$5,676$3,641$2,035$2,035
166.2 POLEN GROWTH FUND - INS2024-08-012025-03-31$7,304$7,526-$222-$222
1121.229 GMO QUALITY FUND R62024-11-072025-03-04$37,651$39,187-$1,536-$1,536
408.697 GMO QUALITY FUND R62024-11-072025-03-31$13,164$14,284-$1,120-$1,120
10871.199 GLENMEDE FUND INC-CORE FIXED INCOME PORT2023-08-022024-08-01$102,125$99,969$2,156$2,156
855.923 GLENMEDE FUND INC-CORE FIXED INCOME PORT2024-02-072024-08-01$8,041$7,974$67$67
43091.833 GLENMEDE FUND INC-CORE FIXED INCOME PORT2022-12-192024-08-01$404,809$409,454-$4,645-$4,645
762.78 GLENMEDE DISCIPLINED US EQUITY PORTFOLIO2023-12-152024-11-07$19,832$17,305$2,527$2,527
31.698 GLENMEDE DISCIPLINED US EQUITY PORTFOLIO2024-07-032024-11-07$824$765$59$59
6485.888 GLENMEDE DISCIPLINED US EQUITY PORTFOLIO2022-12-192024-11-07$168,633$133,523$35,110$35,110
149.819 HARTFORD SCHRODERS INTL MULTI-CAP VAL FD2024-09-262025-03-04$1,614$1,635-$21-$21
4369.305 HARTFORD SCHRODERS INTL MULTI-CAP VAL FD2022-12-192025-03-04$47,057$39,321$7,736$7,736
88.84 HARTFORD SCHRODERS INTL MULTI-CAP VAL FD2025-03-272025-03-31$972$988-$16-$16
3053.904 HARTFORD SCHRODERS INTL MULTI-CAP VAL FD2022-12-192025-03-31$33,410$27,031$6,379$6,379
730.544 WCM FOCUSED INTERNATIONAL GROWTH FUND2024-04-022025-03-04$17,453$18,248-$795-$795
181.644 WCM FOCUSED INTERNATIONAL GROWTH FUND2024-08-012025-03-31$4,156$4,490-$334-$334
144.711 WCM FOCUSED INTERNATIONAL GROWTH FUND2024-12-062025-03-31$3,311$3,393-$82-$82
450. ISHARES S & P SMALLCAP 6002024-03-072024-11-07$55,576$48,704$6,872$6,872
292. ISHARES S & P SMALLCAP 6002024-08-012024-11-07$36,062$34,464$1,598$1,598
1227. ISHARES S & P SMALLCAP 6002022-12-192024-11-07$151,536$115,376$36,160$36,160
24. ISHARES MSCI USA QUALITY FACTOR ETF2023-07-122024-08-01$4,158$3,264$894$894
1299. ISHARES MSCI USA QUALITY FACTOR ETF2022-12-192024-11-07$238,951$157,910$81,041$81,041
56. ISHARES MSCI JAPAN INDEX FD2024-08-012025-03-04$3,833$3,848-$15-$15
50. ISHARES MSCI JAPAN INDEX FD2024-11-072025-03-04$3,422$3,500-$78-$78
14. ISHARES MSCI JAPAN INDEX FD2024-08-012025-03-31$957$962-$5-$5
69. ISHARES MSCI JAPAN INDEX FD2023-09-082025-03-31$4,716$4,259$457$457
147. ISHARES RUSSELL 2500 ETF2024-11-072025-03-04$9,425$10,559-$1,134-$1,134
317. ISHARES RUSSELL 2500 ETF2024-11-072025-03-31$19,701$22,770-$3,069-$3,069
1121.402 MAINSTAY MACKAY HIGH YIELD CORPORATE BD2023-08-032024-08-01$5,809$5,607$202$202
192.576 MAINSTAY MACKAY HIGH YIELD CORPORATE BD2024-03-282024-08-01$998$987$11$11
40.751 MAINSTAY MACKAY HIGH YIELD CORPORATE BD2024-08-302025-03-04$213$213
163.076 MAINSTAY MACKAY HIGH YIELD CORPORATE BD2024-09-302025-03-04$851$853-$2-$2
816.278 MAINSTAY MACKAY HIGH YIELD CORPORATE BD2023-08-032025-03-04$4,261$4,081$180$180
47.618 MAINSTAY MACKAY HIGH YIELD CORPORATE BD2024-07-312025-03-31$246$247-$1-$1
83.686 MAINSTAY MACKAY HIGH YIELD CORPORATE BD2024-10-312025-03-31$432$435-$3-$3
572.776 MAINSTAY MACKAY HIGH YIELD CORPORATE BD2023-08-032025-03-31$2,956$2,864$92$92
533.752 PGIM SELECT REAL ESTATE FUND2021-09-032025-03-04$7,099$8,275-$1,176-$1,176
244.04 PGIM SELECT REAL ESTATE FUND2021-09-032025-03-31$3,158$3,783-$625-$625
766. PUTNAM FOCUSED LARGE CAP VALUE ETF2024-11-072025-03-04$28,916$30,016-$1,100-$1,100
544. PUTNAM FOCUSED LARGE CAP VALUE ETF2024-11-072025-03-31$20,546$21,317-$771-$771
84.742 ABSOLUTE CONVERTIBLE ARBITRAGE FUND2024-12-122025-03-04$964$966-$2-$2
701.076 ABSOLUTE CONVERTIBLE ARBITRAGE FUND2023-11-082025-03-04$7,971$7,691$280$280
615.612 ABSOLUTE CONVERTIBLE ARBITRAGE FUND2023-11-082025-03-31$7,036$6,811$225$225
471.453 VANGUARD INFLAT PROTECTED-AD2022-12-192024-08-01$10,999$11,291-$292-$292
25.591 VANGUARD INFLAT PROTECTED-AD2024-09-302025-03-04$596$604-$8-$8
281.552 VANGUARD INFLAT PROTECTED-AD2022-12-192025-03-04$6,555$6,743-$188-$188
240.143 VANGUARD INFLAT PROTECTED-AD2022-12-192025-03-31$5,617$5,751-$134-$134
185.152 VIRTUS DUFF & PHELPS GLOBAL REAL ESTATE2021-09-032024-08-01$6,262$7,617-$1,355-$1,355
374.304 VIRTUS DUFF & PHELPS GLOBAL REAL ESTATE2021-09-032025-03-04$12,666$15,399-$2,733-$2,733
254.162 VIRTUS DUFF & PHELPS GLOBAL REAL ESTATE2021-09-032025-03-31$8,459$10,456-$1,997-$1,997
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
CAPITAL GAIN DIVIDENDS$38,877P
FieldValueIRS element (for citing)
Capital Gain Net Income$316,857CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$5,439InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$5,439SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$5,439TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$4,892EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$4,892TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$547TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1GLENMEDE TRUST CO NABusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2154196000PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11650 MARKET ST STE 4000AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
GLENMEDE TRUST CO N A
1650 MARKET STPHILADELPHIAPA19103TRUSTEE3$22,515
WILLIAM GLATFELTER III
1650 MARKET STPHILADELPHIAPA19103TRUSTEE1$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
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,515,761AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$207,981AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,723,742TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$3,723,742AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$55,856CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,667,886NetVlNoncharitableAssetsAmt
Minimum Investment Return$183,394MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$183,394MinimumInvestmentReturnAmt
Tax Based On Investment Income$5,439TaxBasedOnInvestmentIncomeAmt
Total Tax$5,439TotalTaxAmt
Distributable Before Adj$177,955DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$177,955DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$177,955DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$774,061ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$774,061QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$177,955DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$0ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$0ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$0ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$53,621ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$434,804ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$488,425TotalExcessDistributionCyovAmt
Qualifying Distributions$774,061QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$177,955AppliedToCurrentYearAmt
Remaining Distri From Corpus$596,106RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,084,531TotalCorpusAmt
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$1,084,531ExcessDistriCyovToNextYrAmt
Excess From Year4$0ExcessFromYear4Amt
Excess From Year3$0ExcessFromYear3Amt
Excess From Year2$53,621ExcessFromYear2Amt
Excess From Year1$434,804ExcessFromYear1Amt
Excess From Current Year$596,106ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
THE BOSTON MUSEUM OF SCIENCE
1 SCIENCE PARKBostonMA02114NONEPCGENERAL CHARITABLE PURPOSES$50,000
THE PHILADELPHIA FOUNDATION
1835 MARKET STPhiladelphiaPA19103NONEPCGENERAL CHARITABLE PURPOSE$512,803
THE GREATER BOSTON FOOD BANK
70 S BAY AVEBostonMA02118NONEPCGENERAL CHARITABLE PURPOSE$50,000
WORLD CENTRAL KITCHEN
200 MASSACHUSETTS AVE NW 7TH FLOORWashingtonDC20001NONEPCGENERAL CHARITABLE PURPOSE$50,000
DOCTORS WITHOUT BORDERS USA
40 RECTOR STREET 16TH FLOORNew YorkNY10006NONEPCGENERAL CHARITABLE PURPOSE$50,000
SOUTHERN POVERTY LAW CENTER
400 WASHINGTON AVENUEMontgomeryAL36104NONEPCGENERAL CHARITABLE PURPOSE$50,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$762,803TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp
Int On Sav And Temp Cash InvstIntOnSavAndTempCashInvstGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$87,972ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$316,857ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$404,829ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$404,829TotalIncomeProducingActyAmt
FieldValueIRS element (for citing)
Rln Of Acty To Accom Of Exmpt PrpsRlnOfActyToAccomOfExmptPrpsGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCOST BASIS ADJUSTMENTDesc
Amt$4Amt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES ON QUALIFIED FOR$2,075$2,075$0
FOREIGN TAXES ON NONQUALIFIED$211$211$0