NATHAN M CLARK FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- NATHAN M CLARK FOUNDATION (EIN 20-1201954)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-06
- IRS object ID
- 202221269349100642
- Schema version
- 2021v4.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- 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 | 2022-05-06T12:00:26-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320274136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201201954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATHAN M CLARK FOUNDATION 2574-00-48 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 MONTCHANIN ROAD SUITE 2000 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BENJAMIN LOVELL | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2022-04-26 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG SHUAI CPA | PreparerPersonNm |
| PTIN | P01321359 | PTIN |
| Phone | 2154196000 | PhoneNum |
| Preparation | 2022-04-26 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,798,699 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Dividends Rev And Expnss | $329,892 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $329,892 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $791,269 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,178,067 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $791,269 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $965 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $965 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,122,126 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,122,126 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $68,677 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $68,677 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,997 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,997 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $1,117 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $1,117 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,791 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,674 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,117 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $585,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $585,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $664,791 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,674 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $591,117 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $457,335 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,048,452 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $147,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $438,894 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $438,894 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $9,699,502 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,865,095 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $11,359,805 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,847,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,303,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,798,699 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,847,427 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,303,989 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,847,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,303,989 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,847,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,303,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,847,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $457,335 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,304,762 | SubtotalAmt |
| Other Decreases | $773 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,303,989 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (54 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1705. AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2021-04-30 | $15,839 | $17,676 | -$1,837 | -$1,837 | ||
| 293.942 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2021-12-23 | $2,716 | $3,033 | -$317 | -$317 | 2018-05-21 | |
| 484.058 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2021-12-23 | $4,473 | $4,504 | -$31 | -$31 | ||
| 18649. DFA US SOCIAL CORE EQUITY TWO PORT | 2021-04-30 | $432,097 | $309,946 | $122,151 | $122,151 | 2018-05-21 | |
| 9872. DFA US SOCIAL CORE EQUITY TWO PORT | 2021-12-23 | $239,593 | $164,972 | $74,621 | $74,621 | ||
| 779. DFA US LARGE CAP VALUE PT | 2021-12-23 | $35,390 | $28,275 | $7,115 | $7,115 | ||
| 6172. DFA US SMALL CAP PORTFOLIO | 2021-04-30 | $287,183 | $203,799 | $83,384 | $83,384 | 2019-09-27 | |
| 56.679 DFA US SMALL CAP PORTFOLIO | 2021-12-23 | $2,630 | $2,667 | -$37 | -$37 | ||
| 3052.321 DFA US SMALL CAP PORTFOLIO | 2021-12-23 | $141,628 | $101,158 | $40,470 | $40,470 | ||
| 2447. DFA INVESTMENT GRADE PORTFOLIO | 2021-12-23 | $28,018 | $28,517 | -$499 | -$499 | ||
| 1175. DFA INTERNATIONAL SOCIAL CORE EQUITY | 2021-12-23 | $17,731 | $18,194 | -$463 | -$463 | ||
| 6411. PARAMETRIC COMMODITY STRATEGY FUND | 2021-12-23 | $40,325 | $41,351 | -$1,026 | -$1,026 | 2021-04-30 | |
| 3242. PARAMETRIC VOLATILITY RSK PREMIUM DEF FD | 2021-12-23 | $46,652 | $37,454 | $9,198 | $9,198 | ||
| 240. FIRST TR NORTH AMERICAN ENERGY INFRA ETF | 2021-12-23 | $5,868 | $5,178 | $690 | $690 | 2018-05-17 | |
| 992. GMO QUALITY FUND III | 2021-04-30 | $28,649 | $24,988 | $3,661 | $3,661 | 2018-05-21 | |
| 1482. GMO QUALITY FUND III | 2021-12-23 | $44,682 | $37,332 | $7,350 | $7,350 | 2018-05-21 | |
| 2919.899 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2021-12-23 | $86,692 | $83,626 | $3,066 | $3,066 | 2018-05-21 | |
| 441.101 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2021-12-23 | $13,096 | $13,770 | -$674 | -$674 | ||
| 1315. LEGG MASON BW GLOBAL OP BD-IS | 2021-04-30 | $15,320 | $13,859 | $1,461 | $1,461 | 2018-05-21 | |
| 68. PIMCO ALL ASSETS AUTH -IS | 2021-12-23 | $586 | $609 | -$23 | -$23 | 2021-06-10 | |
| 177.563 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2021-12-23 | $29,909 | $30,887 | -$978 | -$978 | 2021-04-30 | |
| 965.437 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2021-12-23 | $162,618 | $142,483 | $20,135 | $20,135 | ||
| 268. VANGUARD SHORT TERM INFL PROTECTED FUND | 2021-04-30 | $6,981 | $6,590 | $391 | $391 | 2019-09-27 | |
| 368. VANGUARD SHORT TERM INFL PROTECTED FUND | 2021-12-23 | $9,432 | $9,549 | -$117 | -$117 | ||
| 46. VANGUARD GLOBAL EX US REAL ESTATE | 2021-04-30 | $2,630 | $2,803 | -$173 | -$173 | 2018-05-17 | |
| 148. VANGUARD INDEX FDS REAL ESTATE ETF | 2021-04-30 | $14,613 | $13,467 | $1,146 | $1,146 | 2019-09-27 | |
| 477. VANGUARD INDEX FDS REAL ESTATE ETF | 2021-12-23 | $53,828 | $40,111 | $13,717 | $13,717 | ||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P | |||||
| CAPITAL GAIN DIVIDENDS | $408,888 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $791,269 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,573 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,573 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,573 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,122 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,122 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,451 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST CO NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| SARAH C GOULD | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| BENJAMIN LOVELL | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $0 |
| JAN CLARK | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | DIRECTOR | 1 | $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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLENMEDE TRUST CO N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT | ServiceTypeTxt |
| Compensation | $68,677 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,434,577 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $257,528 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,692,105 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,692,105 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,382 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,516,723 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $575,836 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $575,836 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,573 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,573 | TotalTaxAmt |
| Distributable Before Adj | $561,263 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $561,263 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $561,263 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $591,117 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $591,117 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $561,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,487 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $591,117 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $561,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,854 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $32,341 | 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 | $32,341 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $2,487 | ExcessFromYear1Amt |
| Excess From Current Year | $29,854 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN DANCE FESTIVAL INC | ||||||||
| 715 BROAD ST | Durham | NC | 27705 | NONE | PC | GENERAL CHARITABLE PURPOSES | $75,000 | |
| WILMINGTON DRAMA LEAGUE | ||||||||
| 10 W LEA BLVD | Wilmington | DE | 19802 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| TODMORDEN FOUNDATION | ||||||||
| 100 W 10TH STREET SUITE 1104 | Wilmington | DE | 19801 | NONE | PC | GENERAL CHARITABLE PURPOSES | $160,000 | |
| WILMINGTON FRIENDS SCHOOL | ||||||||
| 101 SCHOOL RD | Wilmington | DE | 19803 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| UNIVERSITY OF THE ARTS | ||||||||
| 320 S BROAD ST | Philadelphia | PA | 19102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $35,000 | |
| SWARTHMORE COLLEGE | ||||||||
| 500 COLLEGE AVENUE | Swarthmore | PA | 19081 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| WILMINGTON DRAMA LEAGUE | ||||||||
| 10 W LEA BLVD | Wilmington | DE | 19802 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| DELAWARE ART MUSEUM | ||||||||
| 2301 KENTMERE PKWY | Wilmington | DE | 19806 | NONE | PC | GENERAL CHARITABLE PURPOSES | $65,000 | GENERAL FUND ACCOUNT |
| WILMINGTON BALLET | ||||||||
| 1709 GILPIN AVE | Wilmington | DE | 19806 | NONE | PC | GENERAL CHARITABLE PURPOSES | $30,000 | |
| ABRAHAMINMOTION INC | ||||||||
| PO BOX 986 | New York | NY | 10113 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| RENNIE HARRIS PUREMOVEMENT | ||||||||
| PO BOX 1254 | Sharon Hill | PA | 19079 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| CO-LAB DANCE CORP | ||||||||
| 175 GREENWICH ST | New York | NY | 10007 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| GASPARD & DANCERS | ||||||||
| 106 PATHWOOD LN | Durham | NC | 27705 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| BIG DANCE THEATER INC | ||||||||
| 303 CLINTON ST | Brooklyn | NY | 11231 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| TORN SPACE THEATER INC | ||||||||
| 270 LAFAYETTE AVE | Buffalo | NY | 14213 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| THE NEW UTILITY INC | ||||||||
| 244 5TH AVE STE F273 | New York | NY | 10001 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| NEW YORK LIVE ARTS INC | ||||||||
| 219 WEST 19TH STREET | New York | NY | 10011 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $585,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $329,892 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $791,269 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE REBATE | Desc |
| Exclusion | $965 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,122,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,122,126 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $5,000 | Amt |
| Disbursements Charitable Prps | $5,000 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TODMORDEN FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WEST 10TH ST | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-09-29 | GrantDt |
| Grant | $160,000 | GrantAmt |
| Purpose Of Grant | TO ASSIST CHARITABLE ORGANIZATIONS WITH ORGANIZATIONAL EXP. EXCLUSIVELY FOR 170(C)(2)(B) PURPOSES. | PurposeOfGrantTxt |
| Expended By Grantee | $160,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 9/29/2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-09-29 | VerificationDt |
| Results Of Verification | CONFIRMED PLANNED USE IN LINE WITH GRANT PURPOSES. | ResultsOfVerificationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING DIFFERENCE | $3 |
| MISC ADJUSTMENT | $770 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $1,117 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,117 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEE REBATE | Desc |
| Revenue And Expenses Per Books | $965 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $965 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $68,677 | Amt |
| Net Investment Income | $68,677 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $3,574 | $3,574 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,423 | $1,423 | $0 |