THE KOREIN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE KOREIN FOUNDATION (EIN 13-7180474)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-10-10
- IRS object ID
- 202222839349101607
- 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
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-10-10T15:00:09-05:00 | 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 | 137180474 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE KOREIN FOUNDATION 1835-00-44 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KORE | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GLENMEDE TRUST CO NA 1650 MARK | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES KOREIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2022-10-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG SHUAI CPA | PreparerPersonNm |
| PTIN | P01321359 | PTIN |
| Phone | 2154196000 | PhoneNum |
| Preparation | 2022-10-05 | 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 | $13,148,843 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $207,290 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $207,290 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,422,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,047,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,422,809 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $12,803 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $12,803 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,642,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,642,902 | 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 Rev And Expnss | $420 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $420 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,480 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,480 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,363 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,643 | 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 | $750 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $87,513 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $81,123 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $564,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $564,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $652,013 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $81,123 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $569,170 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $990,889 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,561,779 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $464,876 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $460,450 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $460,450 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $7,413,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,398,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,688,393 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,878,838 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,858,614 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,148,843 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,878,838 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,858,614 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,878,838 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,858,614 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,878,838 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,858,614 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,878,838 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $990,889 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,869,727 | SubtotalAmt |
| Other Decreases | $11,113 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,858,614 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (184 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 50000. AFLAC INCORPORATED DTD 6/10/2013 3.625% 6/15/2023 | 2016-11-30 | 2021-05-10 | $53,397 | $51,888 | $1,509 | $1,509 | |
| 301. AT&T INC | 2021-05-25 | 2021-12-08 | $6,967 | $8,811 | -$1,844 | -$1,844 | |
| 3. ALPHABET INC CAP STK CL A | 2021-05-25 | 2021-06-25 | $7,323 | $7,071 | $252 | $252 | |
| 1. ALPHABET INC CAP STK CL A | 2021-09-22 | 2021-12-08 | $2,943 | $2,805 | $138 | $138 | |
| 60. ALTRIA GROUP INC | 2021-05-25 | 2021-12-08 | $2,667 | $2,975 | -$308 | -$308 | |
| 23. APPLIED MATERIALS INC | 2021-05-25 | 2021-12-08 | $3,625 | $3,182 | $443 | $443 | |
| 13. AUTODESK INC | 2021-05-25 | 2021-12-08 | $3,613 | $3,764 | -$151 | -$151 | |
| 12. BATH & BODY WORKS INC | 2021-06-25 | 2021-12-08 | $915 | $708 | $207 | $207 | |
| 3. BECTON DICKINSON & CO. | 2021-05-25 | 2021-09-22 | $772 | $728 | $44 | $44 | |
| 19. BEST BUY CO. INC. | 2021-05-25 | 2021-12-08 | $2,021 | $2,183 | -$162 | -$162 | |
| 79. BRISTOL MYERS SQUIBB CO. | 2021-05-25 | 2021-12-08 | $4,552 | $5,273 | -$721 | -$721 | |
| 14. BROWN-FORMAN CORP -CL B | 2021-05-25 | 2021-09-22 | $962 | $1,115 | -$153 | -$153 | |
| 28. BROWN-FORMAN CORP -CL B | 2021-05-25 | 2021-12-08 | $1,971 | $2,230 | -$259 | -$259 | |
| 27. CIGNA CORP | 2021-05-25 | 2021-12-08 | $5,609 | $7,047 | -$1,438 | -$1,438 | |
| 30000. CISCO SYS INC DTD 3/3/2014 2.9% 3/4/2021 | 2016-11-04 | 2021-03-04 | $30,000 | $31,452 | -$1,452 | -$1,452 | |
| 10. CLOROX CO. | 2021-05-25 | 2021-09-22 | $1,626 | $1,780 | -$154 | -$154 | |
| 1200. COGNIZANT TECH SOLUTIONS CRP | 2021-10-26 | $95,124 | $72,187 | $22,937 | $22,937 | ||
| 60. COMCAST CORP-CL A | 2021-05-25 | 2021-12-08 | $2,935 | $3,335 | -$400 | -$400 | |
| 8. DEERE & CO. | 2021-05-25 | 2021-09-22 | $2,736 | $2,901 | -$165 | -$165 | |
| 1. DEERE & CO. | 2021-05-25 | 2021-12-08 | $360 | $363 | -$3 | -$3 | |
| 65000. JOHN DEERE CAP DTD 7/12/2011 3.9% 7/12/2021 | 2012-05-21 | 2021-07-12 | $65,000 | $72,192 | -$7,192 | -$7,192 | |
| 42. WALT DISNEY CO. | 2021-05-25 | 2021-12-08 | $6,443 | $7,405 | -$962 | -$962 | |
| 21. DUPONT DE NEMOURS INC | 2021-05-25 | 2021-06-25 | $1,619 | $1,767 | -$148 | -$148 | |
| 14. EBAY INC | 2021-05-25 | 2021-12-08 | $932 | $861 | $71 | $71 | |
| 50. EMERSON ELECTRIC CO. | 2021-05-25 | 2021-12-08 | $4,628 | $4,690 | -$62 | -$62 | |
| 4. ETSY INC | 2021-05-25 | 2021-09-22 | $872 | $670 | $202 | $202 | |
| 4. ETSY INC | 2021-05-25 | 2021-12-08 | $985 | $670 | $315 | $315 | |
| 22. FMC CORPORATION (NEW) | 2021-05-25 | 2021-09-22 | $2,074 | $2,550 | -$476 | -$476 | |
| 11. FMC CORPORATION (NEW) | 2021-05-25 | 2021-12-08 | $1,201 | $1,275 | -$74 | -$74 | |
| 8. META PLATFORMS INC | 2021-05-25 | 2021-12-08 | $2,646 | $2,621 | $25 | $25 | |
| 8. FISERV INC | 2021-05-25 | 2021-06-25 | $870 | $927 | -$57 | -$57 | |
| 6. FISERV INC | 2021-05-25 | 2021-09-22 | $655 | $695 | -$40 | -$40 | |
| 63. THE GAP INC. | 2021-05-25 | 2021-12-08 | $1,094 | $2,071 | -$977 | -$977 | |
| 29. GENERAL MOTORS CO | 2021-05-25 | 2021-09-22 | $1,475 | $1,651 | -$176 | -$176 | |
| 1000. GILEAD SCIENCES INC. | 2016-08-24 | 2021-03-26 | $64,467 | $81,846 | -$17,379 | -$17,379 | |
| 9. HILTON WORLDWIDE HOLDINGS | 2021-05-25 | 2021-09-22 | $1,167 | $1,118 | $49 | $49 | |
| 25. HILTON WORLDWIDE HOLDINGS | 2021-05-25 | 2021-12-08 | $3,612 | $3,104 | $508 | $508 | |
| 5. HOME DEPOT INC. | 2021-05-25 | 2021-06-25 | $1,572 | $1,582 | -$10 | -$10 | |
| 3. ILLUMINA INC | 2021-05-25 | 2021-12-08 | $1,123 | $1,197 | -$74 | -$74 | |
| 9. INTERNATIONAL FLAVORS & FRAGRANCES INC. | 2021-05-25 | 2021-12-08 | $1,321 | $1,276 | $45 | $45 | |
| 1. LAM RESEARCH CORP | 2021-05-25 | 2021-09-22 | $600 | $645 | -$45 | -$45 | |
| 3. LAM RESEARCH CORP | 2021-05-25 | 2021-12-08 | $2,154 | $1,935 | $219 | $219 | |
| 4. ELI LILLY & CO. | 2021-06-25 | 2021-12-08 | $972 | $923 | $49 | $49 | |
| 45. LYFT INC CL A | 2021-05-25 | 2021-12-08 | $1,909 | $2,400 | -$491 | -$491 | |
| 12. MARRIOTT INTERNATION-CL A | 2021-05-25 | 2021-06-25 | $1,678 | $1,711 | -$33 | -$33 | |
| 3. MASTERCARD INC-CL A | 2021-05-25 | 2021-12-08 | $1,026 | $1,107 | -$81 | -$81 | |
| 439.665 MATTHEWS PACIFIC TIGER FD - IS | 2021-05-11 | $15,371 | $14,760 | $611 | $611 | ||
| 7671.213 MATTHEWS PACIFIC TIGER FD - IS | 2021-05-11 | $268,186 | $172,023 | $96,163 | $96,163 | ||
| 15. MERCK & CO INC | 2021-05-25 | 2021-09-22 | $1,080 | $1,111 | -$31 | -$31 | |
| 23. MERCK & CO INC | 2021-05-25 | 2021-12-08 | $1,670 | $1,703 | -$33 | -$33 | |
| 54. METLIFE INC | 2021-05-25 | 2021-12-08 | $3,286 | $3,493 | -$207 | -$207 | |
| 3. MICROSOFT CORP. | 2021-06-25 | 2021-12-08 | $996 | $796 | $200 | $200 | |
| 8. MODERNA INC | 2021-09-22 | 2021-12-08 | $2,277 | $3,534 | -$1,257 | -$1,257 | |
| 25. MONDELEZ INTL INC CL A | 2021-05-25 | 2021-09-22 | $1,518 | $1,590 | -$72 | -$72 | |
| 16. MONDELEZ INTL INC CL A | 2021-05-25 | 2021-12-08 | $970 | $1,017 | -$47 | -$47 | |
| 21. NETAPP INC | 2021-05-25 | 2021-12-08 | $1,889 | $1,651 | $238 | $238 | |
| 1. NETFLIX INC | 2021-05-25 | 2021-09-22 | $592 | $500 | $92 | $92 | |
| 36. NEWELL RUBBERMAID INC | 2021-05-25 | 2021-09-22 | $865 | $1,012 | -$147 | -$147 | |
| 29. NEWMONT MINING CORP. | 2021-05-25 | 2021-06-25 | $1,822 | $2,122 | -$300 | -$300 | |
| 34. NEWMONT MINING CORP. | 2021-05-25 | 2021-09-22 | $1,863 | $2,487 | -$624 | -$624 | |
| 37. NEWMONT MINING CORP. | 2021-05-25 | 2021-12-08 | $2,077 | $2,707 | -$630 | -$630 | |
| 34. NORTONLIFELOCK INC COM | 2021-06-25 | 2021-09-22 | $849 | $920 | -$71 | -$71 | |
| 29. NORTONLIFELOCK INC COM | 2021-06-25 | 2021-12-08 | $707 | $785 | -$78 | -$78 | |
| 4. NVIDIA CORP | 2021-05-25 | 2021-09-22 | $873 | $625 | $248 | $248 | |
| 12. NVIDIA CORP | 2021-05-25 | 2021-12-08 | $3,822 | $1,874 | $1,948 | $1,948 | |
| .5 ORGANON & CO | 2021-06-03 | 2021-06-03 | $19 | $19 | $19 | ||
| 31. ORGANON & CO | 2021-05-25 | 2021-09-22 | $1,015 | $1,168 | -$153 | -$153 | |
| 9. OWENS CORNING | 2021-06-25 | 2021-12-08 | $861 | $875 | -$14 | -$14 | |
| 50. PAYPAL HOLDINGS INC | 2021-05-25 | 2021-12-08 | $9,716 | $12,982 | -$3,266 | -$3,266 | |
| 40000. PRUDENTIAL FINANCIAL INC DTD 5/15/2014 3.5% 5/15/2024 | 2020-12-08 | 2021-08-30 | $43,193 | $43,998 | -$805 | -$805 | |
| 700. RAYTHEON TECHNOLOGIES CORP | 2003-05-19 | 2021-03-25 | $53,732 | $13,422 | $40,310 | $40,310 | |
| 11. CHARLES SCHWAB CORP. | 2021-05-25 | 2021-12-08 | $893 | $796 | $97 | $97 | |
| 8. STANLEY BLACK & DECKER INC | 2021-05-25 | 2021-09-22 | $1,459 | $1,703 | -$244 | -$244 | |
| 65. SWITCH INC | 2021-05-25 | 2021-09-22 | $1,697 | $1,244 | $453 | $453 | |
| 93.159 TIAA-CREF INSTL SOC CH EQ-I | 2020-12-11 | 2021-05-24 | $2,586 | $2,229 | $357 | $357 | |
| 61076.345 TIAA-CREF INSTL SOC CH EQ-I | 2021-05-24 | $1,695,479 | $791,036 | $904,443 | $904,443 | ||
| 13. T-MOBILE US INC | 2021-05-25 | 2021-09-22 | $1,663 | $1,781 | -$118 | -$118 | |
| 18. T-MOBILE US INC | 2021-05-25 | 2021-12-08 | $2,048 | $2,466 | -$418 | -$418 | |
| 36. TAPESTRY INC | 2021-05-25 | 2021-12-08 | $1,572 | $1,565 | $7 | $7 | |
| 3. TESLA INC | 2021-06-25 | 2021-12-08 | $3,199 | $2,015 | $1,184 | $1,184 | |
| 50000. TOYOTA MOTOR CREDIT CORPORATION DTD 9/15/2011 3.4% 9/15/2021 | 2017-01-13 | 2021-09-15 | $50,000 | $52,104 | -$2,104 | -$2,104 | |
| 19. TRUIST FINANCIAL CORPORATION | 2021-05-25 | 2021-06-25 | $1,069 | $1,151 | -$82 | -$82 | |
| 16. TRUIST FINANCIAL CORPORATION | 2021-05-25 | 2021-09-22 | $882 | $969 | -$87 | -$87 | |
| 28. UBER TECHNOLOGIES INC | 2021-05-25 | 2021-06-25 | $1,441 | $1,420 | $21 | $21 | |
| 5. UBER TECHNOLOGIES INC | 2021-05-25 | 2021-09-22 | $226 | $254 | -$28 | -$28 | |
| 16. UNITED PARCEL SERVICE - CL B | 2021-05-25 | 2021-09-22 | $2,974 | $3,384 | -$410 | -$410 | |
| 15. UNIVERSAL DISPLAY CORP | 2021-05-25 | 2021-12-08 | $2,394 | $3,171 | -$777 | -$777 | |
| 13. V F CORP. | 2021-05-25 | 2021-09-22 | $861 | $1,018 | -$157 | -$157 | |
| 2968.469 VANGUARD SMALL CAP INDEX-ADM | 2021-05-11 | $310,769 | $56,249 | $254,520 | $254,520 | ||
| 4. VICTORIAS SECRET AND COMPANY | 2021-06-25 | 2021-09-22 | $240 | $166 | $74 | $74 | |
| 18. WALGREENS BOOTS ALLIANCE INC | 2021-05-25 | 2021-09-22 | $867 | $976 | -$109 | -$109 | |
| 60. NIELSEN HLDGS PLC | 2021-05-25 | 2021-09-22 | $1,173 | $1,624 | -$451 | -$451 | |
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P | |||||
| CAPITAL GAIN DIVIDENDS | $143,018 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,422,809 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,709 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,709 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,709 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,537 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $39,524 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $43,061 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $399 | EsPenaltyAmt |
| Overpayment | $20,953 | OverpaymentAmt |
| Applied To ES Tax | $20,953 | 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 | NY | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY 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 STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JONATHAN KOREIN | ||||||
| 1650 MARKET ST SUITE 1200 | Philadelphia | PA | 19013 | TRUSTEE | 1 | $0 |
| JAMES KOREIN | ||||||
| 1650 MARKET ST SUITE 1200 | Philadelphia | PA | 19103 | TRUSTEE | 1 | $0 |
| BETH KOREIN | ||||||
| 1650 MARKET ST SUITE 1200 | Philadelphia | PA | 19103 | TRUSTEE | 1 | $0 |
| LAWRENCE N FRIEDLAND ESQ | ||||||
| 1650 MARKET ST SUITE 1200 | Philadelphia | PA | 19103 | TRUSTEE | 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 AND ACCOU | ServiceTypeTxt |
| Compensation | $80,980 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,035,626 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $733,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,768,841 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,768,841 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $191,533 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,577,308 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $628,865 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $628,865 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,709 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,709 | TotalTaxAmt |
| Distributable Before Adj | $607,156 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $607,156 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $607,156 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $569,170 | 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 | $569,170 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $607,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $564,121 | 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 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $569,170 | QualifyingDistributionsAmt |
| Applied To Year1 | $564,121 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $5,049 | 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 | $602,107 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES KOREIN | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 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 |
|---|---|---|---|---|---|---|---|---|
| Abington Friends School | ||||||||
| 575 WASHINGTON LANE | Jenkintown | PA | 19046 | NONE | PC | UNRESTRICTED ANNUAL FUND | $3,000 | |
| All Hands and Hearts | ||||||||
| 6 COUNTY ROAD SUITE 6 | Mattapoisett | MA | 02739 | NONE | PC | UNRESTRICTED | $5,000 | |
| Allied Media Projects | ||||||||
| 4126 THIRD STREET | Detroit | MI | 48201 | NONE | PC | THE RACIAL IMAGINARY | $10,000 | |
| Behind the Book | ||||||||
| 216 WEST 135TH STREET GROUND FLOOR | New York | NY | 10030 | NONE | PC | STIPENDS AND | $35,000 | |
| Center for Civic Policy | ||||||||
| 625 SILVER AVENUE SW SUITE 320 | Albuquerque | NM | 87102 | NONE | PC | NEW MEXICO DREAM TEAM | $5,000 | |
| Central Park Conservancy Inc | ||||||||
| 14 EAST 60TH STREET 8TH FLOOR | New York | NY | 10022 | NONE | PC | UNRESTRICTED | $10,000 | |
| Cheltenham Art Center | ||||||||
| 439 ASHBOURNE RD | Cheltenham | PA | 19012 | NONE | PC | UNRESTRICTED | $2,500 | |
| Columbia University Mailman School of | ||||||||
| ROOM 736 722 W 168TH STREET | New York | NY | 10032 | NONE | PC | GENETICALLY RELATED | $10,000 | Public Health |
| Community Partners | ||||||||
| WRITEGIRL 1330 FACTORY PLACE F104 | Los Angeles | CA | 90013 | NONE | PC | WRITEGIRL | $5,000 | |
| Count Me In for Women's | ||||||||
| 240 CENTRAL PARK SOUTH SUITE 7H | New York | NY | 10019 | NONE | PC | UNRESTRICTED | $40,000 | Economic Independence |
| Doctors Without Borders USA | ||||||||
| 40 RECTOR STREET 16TH FLOOR | New York | NY | 100061705 | NONE | PC | UNRESTRICTED | $15,000 | |
| DonorsChoose | ||||||||
| 134 WEST 37TH STREET FLOOR 11 | New York | NY | 10018 | NONE | PC | UNRESTRICTED | $80,000 | |
| Elysabeth Kleinhans Theatrical | ||||||||
| 59 E 59 THEATERS 59 EAST 59TH ST | New York | NY | 10022 | NONE | PC | ONGOING OPERATIONS OF 59E59 | $5,000 | Foundation Inc |
| Equal Opportunity Schools | ||||||||
| 5601 SIXTH AVENUE SOUTH SUITE 258 | Seattle | WA | 98108 | NONE | PC | UNRESTRICTED | $3,000 | |
| Etta Projects | ||||||||
| 909 NORTH J STREET | Tacoma | WA | 98403 | NONE | PC | UNRESTRICTED | $20,000 | |
| Everytown for Gun Safety Support Fund | ||||||||
| PO BOX 3886 | New York | NY | 10163 | NONE | PC | MOMS DEMAND ACTION CAMPAIGN | $10,000 | Inc |
| Friends of the Wissahickon | ||||||||
| 40 W EVERGREEN AVENUE SUITE 108 | Philadelphia | PA | 191183324 | NONE | PC | UNRESTRICTED | $6,000 | |
| Girls Rock Philly | ||||||||
| 1428 GERMANTOWN AVENUE | Philadelphia | PA | 19122 | NONE | PC | UNRESTRICTED | $5,000 | |
| Global Fund for Women Inc | ||||||||
| 800 MARKET STREET 7TH FLOOR | San Francisco | CA | 941023034 | NONE | PC | UNRESTRICTED | $10,000 | |
| HIAS Inc | ||||||||
| 1300 SPRING STREET SUITE 500 | Silver Spring | MD | 20910 | NONE | PC | UNRESTRICTED | $10,000 | |
| Los Angeles Neighborhood Land Trust | ||||||||
| 1689 BEVERLY BOULEVARD | Los Angeles | CA | 90026 | NONE | PC | UNRESTRICTED | $3,000 | |
| National Alliance to End Homelessness | ||||||||
| 1518 K STREET NW 2ND FLOOR | Washinton DC | DC | 20005 | NONE | PC | UNRESTRICTED | $20,000 | |
| New York University - Langone Health - | ||||||||
| ONE PARK AVENUE 5TH FLOOR | New York | NY | 10016 | NONE | PC | REGENERATION OF THE CARDIAC | $35,000 | ITCE Account |
| Nurse-Family Partnership | ||||||||
| 1900 GRANT STREET SUITE 400 | Denver | CO | 80203 | NONE | PC | UNRESTRICTED | $20,000 | |
| Prevention Point Philadelphia | ||||||||
| PO BOX 60990 | Philadelphia | PA | 19133 | NONE | PC | UNRESTRICTED | $6,000 | Incorporated |
| Rainforest Alliance Inc | ||||||||
| 125 BROAD STREET 9TH FLOOR | New York | NY | 10004 | NONE | PC | SUSTAINABLE DEVELOPMENT IN | $5,000 | |
| Regents of the University of California | ||||||||
| 924 WESTWOOD BOULEVARD SUITE 300 | Los Angeles | CA | 90024 | NONE | PC | PROJECTS UNDER DAVID | $10,000 | UCLA Dept of Emergency Medicine |
| Sacred Earth Foundation | ||||||||
| 401 EKONE ROAD | Goldendale | WA | 98620 | NONE | PC | UNRESTRICTED | $50,000 | |
| Saha Global | ||||||||
| 14 WEST 121ST STREET UNIT 1 | New York | NY | 10027 | NONE | PC | ONGOING OPERATIONS AND | $20,000 | |
| Smith Memorial Playground and Playhouse | ||||||||
| 3500 RESERVOIR DRIVE EAST FAIRMOUNT | Philadelphia | PA | 19121 | NONE | PC | UNRESTRICTED | $3,000 | |
| Story Pirates Changemakers | ||||||||
| 35 WEST 35TH STREET SUITE 701 | New York | NY | 10001 | NONE | PC | PROGRAMS FOR UNDERSERVED | $35,000 | |
| The American Museum of Natural History | ||||||||
| CENTRAL PARK WEST AT 79TH STREET | New York | NY | 100245192 | NONE | PC | WORK IN THE GENOMICS AREA | $50,000 | |
| Unitarian Universalist Church of Tucson | ||||||||
| PO BOX 40782 | Tuscon | AZ | 85717 | NONE | PC | NO MORE DEATHS | $5,000 | |
| United Negro College Fund | ||||||||
| 1222 SOUTH ANDREWS AVENUE STE 502A | Ft Lauderdale | FL | 33316 | NONE | PC | GATES MILLENNIUM SCHOLARS | $3,000 | |
| World Central Kitchen Inc | ||||||||
| 655 NEW YORK AVENUE NW 6TH FLOOR | Washington | DC | 20001 | NONE | PC | UNRESTRICTED | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $564,500 | 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 | $207,290 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,803 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,422,809 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,642,902 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,642,902 | 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 | $3,500 | Amt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Brian Beirne | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 59 East 59th Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-10-06 | GrantDt |
| Grant | $5,000 | GrantAmt |
| Purpose Of Grant | Ongoing operations of 59E59 Theaters | PurposeOfGrantTxt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 3/31/2021 | DatesOfReportsByGranteeTxt |
| Verification | 2021-03-31 | VerificationDt |
| Results Of Verification | NO REASON TO DOUBT ITS ACCURACY OR RELIABILITY | ResultsOfVerificationTxt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - PRINCIPAL (ALLOCA | CategoryTxt |
| Legal Fees | $420 | LegalFeesAmt |
| Disbursements Charitable Prps | $420 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MISC ADJUSTMENT | $1,110 |
| ROUNDING DIFFERENCE | $3 |
| PARTNERSHIP COST ADJUSTMENT | $10,000 |
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 | $750 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $750 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $12,803 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $12,803 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| CUSTODIAN & MANAGEMENT FEES (A | $75,744 | $75,744 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $1,736 | $1,736 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $551 | $551 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,720 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $2,956 | $2,956 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $136 | $136 | $0 |