THE WREDE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE WREDE FOUNDATION (EIN 27-0501868)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-02
- IRS object ID
- 202203069349101325
- Schema version
- 2021v4.2
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-02T14:56:03-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231383844 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHNADER HARRISON SEGAL & LEWIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET SUITE 3600 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037286 | 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 | 270501868 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WREDE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WRED | BusinessNameControlTxt |
| Phone | 2673693342 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO N DOOLITTLE 30 S 17TH ST 820 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191034003 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NANCY PETERSMEYER TRUSTEE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2673693342 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | NANCY | PersonFirstNm |
| Person Last | PETERSMEYER TRUSTEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAROL L REMETZ | PreparerPersonNm |
| PTIN | P00440107 | PTIN |
| Phone | 2157512000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $2,203,471 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $8 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,809 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $44,564 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,156 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $165,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $70,156 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $115,973 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $114,728 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,856 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,167 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,689 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $12,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $2,390 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,127 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,077 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,636 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,636 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,270 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,689 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $110,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,270 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $92,689 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,142 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $106,458 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $88,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $61,528 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $61,528 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $437,537 | CorporateStockBOYAmt |
| Corporate Stock EOY | $447,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $600,075 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,258,936 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,282,223 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,541,868 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,785,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,790,868 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,203,471 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,785,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,790,868 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,785,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,790,868 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,785,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,790,868 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,785,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,142 | ExcessRevenueOverExpensesAmt |
| Other Increases | $590 | OtherIncreasesAmt |
| Subtotal | $1,790,868 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,790,868 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (84 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 1416 UNITS NUHARES ETF TR NUVEEN ESG MIDCAP | P | 2020-09-23 | 2021-08-24 | $80,453 | $58,693 | $21,760 | $21,760 |
| 223 UNITS VANGUARD REAL ESTATE ETF | P | 2020-03-13 | 2021-12-15 | $24,929 | $17,506 | $7,423 | $7,423 |
| 4 UNITS ALEXION PHARMACEUTICALS | P | 2020-08-28 | 2021-07-21 | $240 | $240 | $240 | |
| .52 ANALOG DEVICES INC COM | P | 2020-08-28 | 2021-08-27 | $87 | $58 | $29 | $29 |
| 15 SHS APA CORPORATION | P | 2020-08-28 | 2021-07-22 | $274 | $226 | $48 | $48 |
| 20 UNITS APPLE INC | P | 2020-08-28 | 2021-04-20 | $2,604 | $2,496 | $108 | $108 |
| .497 UNITS ASTRAZENECA ADR | P | 2020-08-28 | 2021-07-23 | $29 | $25 | $4 | $4 |
| 4 UNITS AT&T INC | P | 2020-08-28 | 2021-04-20 | $120 | $120 | $0 | $0 |
| 2 UNITS AVERY DENNISON CORP | P | 2020-08-28 | 2021-01-19 | $320 | $236 | $84 | $84 |
| 5 UNITS BAXTER INTERNATIONAL | P | 2020-08-28 | 2021-04-20 | $437 | $430 | $7 | $7 |
| 4 UNITS BERKLEY W R CORP | P | 2020-08-28 | 2021-01-19 | $262 | $252 | $10 | $10 |
| 3 UNITS CATEPILLAR INC | P | 2020-09-01 | 2021-01-19 | $582 | $434 | $148 | $148 |
| 4 UNITS CENTENE CORP | P | 2020-08-28 | 2021-04-20 | $263 | $242 | $21 | $21 |
| 1 UNIT CIGNA CORP | P | 2020-08-28 | 2021-01-19 | $221 | $181 | $40 | $40 |
| 1 UNIT CINTAS CORP | P | 2020-08-28 | 2021-01-19 | $322 | $334 | -$12 | -$12 |
| 3 UNITS CMS ENERGY CORP | P | 2020-08-28 | 2021-01-19 | $175 | $180 | -$5 | -$5 |
| 3 UNITS COLGATE PALMOLIVE CO | P | 2020-08-28 | 2021-04-20 | $245 | $238 | $7 | $7 |
| 2.22 UNITS CONOCOPHILLIPS COM | P | 2020-08-28 | 2021-04-20 | $108 | $85 | $23 | $23 |
| 1 UNIT COOPER COS INC | P | 2020-08-28 | 2021-01-19 | $387 | $316 | $71 | $71 |
| 4 UNITS DELTA AIR LINES | P | 2020-08-28 | 2021-01-19 | $161 | $128 | $33 | $33 |
| 6 UNITS DEVON ENERGY CORP NEW | P | 2020-08-28 | 2021-04-20 | $125 | $67 | $58 | $58 |
| 1 UNIT DIAMONDBACK ENERGY INC | P | 2020-08-28 | 2021-01-19 | $60 | $40 | $20 | $20 |
| 6 UNITS DISH NETWORK CORP | P | 2020-08-28 | 2021-01-19 | $196 | $209 | -$13 | -$13 |
| .5 UNIT DT MIDSTREAM INC | P | 2020-08-28 | 2021-07-06 | $22 | $19 | $3 | $3 |
| 3 UNITS EOG RESOURCES INC | P | 2020-08-28 | 2021-01-19 | $181 | $139 | $42 | $42 |
| 1 UNIT ETSY INC COM | P | 2021-01-19 | 2021-07-22 | $201 | $221 | -$20 | -$20 |
| 5 UNITS EXELON CORP | P | 2020-08-28 | 2021-01-19 | $214 | $185 | $29 | $29 |
| 4 UNITS FASTENAL COM STK | P | 2020-09-01 | 2021-01-18 | $202 | $196 | $6 | $6 |
| 27 UNITS FLIR SYSTEMS | P | 2021-04-20 | 2021-05-17 | $756 | $749 | $7 | $7 |
| 2 UNITS HESS CORPORATION | P | 2020-08-28 | 2021-01-19 | $124 | $94 | $30 | $30 |
| 9 UNITS HOLLYFRONTIER CORP | P | 2020-08-28 | 2021-07-22 | $252 | $232 | $20 | $20 |
| 2 UNITS IDEX CORP COM | P | 2020-09-01 | 2021-01-19 | $387 | $365 | $22 | $22 |
| 10 UNITS JOHNSON CONTROLS | P | 2020-08-28 | 2021-01-19 | $516 | $413 | $103 | $103 |
| 13 UNITS KINDER MORGAN INC | P | 2020-08-28 | 2021-04-20 | $214 | $184 | $30 | $30 |
| 4 UNITS LAMB WESTON HOLDINGS | P | 2020-08-28 | 2021-01-19 | $308 | $256 | $52 | $52 |
| 9 UNITS LOEWS CORP COM | P | 2020-08-28 | 2021-01-19 | $428 | $332 | $96 | $96 |
| 19 UNITS MARATHON OIL CORP | P | 2020-08-28 | 2021-01-19 | $163 | $102 | $61 | $61 |
| 1 UNIT MICROSOFT CORP | P | 2020-08-28 | 2021-01-19 | $216 | $229 | -$13 | -$13 |
| 3 UNITS MOLSON COORS BEVERAGE | P | 2020-08-28 | 2021-04-20 | $158 | $114 | $44 | $44 |
| 3 UNITS MOSAIC CO NEW | P | 2020-08-28 | 2021-01-19 | $86 | $57 | $29 | $29 |
| 9 UNITS NORTONLIFELOCK INC | P | 2020-08-28 | 2021-04-20 | $195 | $216 | -$21 | -$21 |
| 5 UNITS NUCOR CORP COM | P | 2020-08-28 | 2021-04-20 | $393 | $230 | $163 | $163 |
| 4 UNITS ONEOK INC COM | P | 2020-08-28 | 2021-01-19 | $176 | $112 | $64 | $64 |
| 7 UNITS ORACLE CORP | P | 2020-08-28 | 2021-04-20 | $552 | $405 | $147 | $147 |
| .4 ORGANON & CO COMMON | P | 2020-08-28 | 2021-06-07 | $13 | $16 | -$3 | -$3 |
| .4 UNITS ORION OFFICE REIT | P | 2021-11-17 | 2021-11-17 | $8 | $9 | -$1 | -$1 |
| 5 UNITS PENTAIR PLC | P | 2020-08-28 | 2021-01-19 | $292 | $229 | $63 | $63 |
| 2 UNITS PFIZER INC | P | 2020-08-28 | 2021-04-20 | $78 | $72 | $6 | $6 |
| 2 UNITS PPG INDUSTRIES INC | P | 2020-08-28 | 2021-01-19 | $290 | $244 | $46 | $46 |
| 1 UNIT REPUBLIC SERVICES INC | P | 2020-08-28 | 2021-01-19 | $95 | $93 | $2 | $2 |
| 1 UNIT ROLLINS INC | P | 2020-08-28 | 2021-04-20 | $211 | $147 | $64 | $64 |
| 3 UNITS SCHLUMBERGER LIMITED | P | 2020-08-28 | 2021-01-19 | $76 | $58 | $18 | $18 |
| 6 UNITS SOUTHWEST AIRLINES CO | P | 2020-08-28 | 2021-01-19 | $281 | $233 | $48 | $48 |
| 2 UNITS SYSCO CORP | P | 2020-08-28 | 2021-01-19 | $150 | $124 | $26 | $26 |
| 3.939 UNITS TELEDYNE TECH INC | P | 2021-04-20 | 2021-10-22 | $1,729 | $1,660 | $69 | $69 |
| 2 UNITS TIFFANY & CO | P | 2020-08-28 | 2021-01-07 | $263 | $248 | $15 | $15 |
| 2 UNITS TRUIST FINL CORP | P | 2020-08-28 | 2021-01-19 | $104 | $79 | $25 | $25 |
| 4 UNITS U S BANCORP USB | P | 2020-08-28 | 2021-01-19 | $192 | $149 | $43 | $43 |
| 1 UNITS UNION PAC CORP COM | P | 2020-08-28 | 2021-01-19 | $215 | $195 | $20 | $20 |
| 2 UNITS UNIVERSAL HEATH SERVICES INC | P | 2020-08-28 | 2021-01-19 | $261 | $225 | $36 | $36 |
| 1 UNIT VARIAN MEDICAL SYSTEMS INC | P | 2020-08-28 | 2021-04-15 | $178 | $173 | $5 | $5 |
| 1 UNIT VERISIGN INC | P | 2020-08-28 | 2021-04-20 | $209 | $208 | $1 | $1 |
| 14 UNITS VERIZON COMMUNICATIONS | P | 2020-08-28 | 2021-04-20 | $817 | $830 | -$13 | -$13 |
| 5 UNITS VIATRIS INC COM | P | 2020-08-28 | 2021-04-20 | $66 | $79 | -$13 | -$13 |
| 1.333 UNITS VICTORIAS SECRET | P | 2021-04-20 | 2021-10-22 | $76 | $58 | $18 | $18 |
| 2 UNITS VONTIER CORP COM | P | 2020-08-28 | 2021-01-19 | $68 | $54 | $14 | $14 |
| 2 UNITS WELLTOWER INC | P | 2020-08-28 | 2021-01-19 | $122 | $119 | $3 | $3 |
| 2 UNITS ZOETIS INC | P | 2020-08-28 | 2021-01-19 | $325 | $320 | $5 | $5 |
| 1 UNIT AMERICAN EXPRESS | P | 2020-08-28 | 2021-10-22 | $187 | $103 | $84 | $84 |
| 8 UNITS ASTRAZENECA | P | 2020-08-28 | 2021-10-22 | $494 | $403 | $91 | $91 |
| .768 CANADIAN PACIFIC RAILWAY | P | 2022-08-28 | 2021-12-20 | $55 | $49 | $6 | $6 |
| 3 UNITS CONOCOPHILLIPS COM | P | 2020-08-28 | 2021-10-22 | $228 | $115 | $113 | $113 |
| 3 UNITS DEVON ENERGY CORP NEW | P | 2020-08-28 | 2021-10-22 | $120 | $33 | $87 | $87 |
| 4 UNITS DT MIDSTREAM INC COM | P | 2020-08-28 | 2021-10-22 | $199 | $149 | $50 | $50 |
| 2 UNITS KANSAS CITY SOUTHERN | P | 2020-08-28 | 2021-12-17 | $180 | $180 | $180 | |
| 13 UNITS MARATHON OIL CORP | P | 2020-08-28 | 2021-10-22 | $211 | $70 | $141 | $141 |
| 1 UNIT MCDONALDS S CORP | P | 2020-08-28 | 2021-10-22 | $238 | $215 | $23 | $23 |
| 18 UNITS NOV INC | P | 2020-08-28 | 2021-10-22 | $266 | $222 | $44 | $44 |
| .5 UNITS RAYMOND JAMES FINL COM | P | 2020-08-28 | 2021-09-24 | $46 | $26 | $20 | $20 |
| .909 UNITS SYLVAMO CORP COMMON | P | 2020-08-28 | 2021-10-05 | $23 | $20 | $3 | $3 |
| IMPACT WORLD EQUITY FUND LP | P | $4,002 | $4,002 | $4,002 | |||
| IMPACT WORLD EQUITY FUND LP | P | $18,470 | $18,470 | $18,470 | |||
| IMPACT WORLD EQUITY FUND LP | P | $488 | -$488 | -$488 | |||
| CAPITAL GAINS DIVIDENDS | P | $15,835 | $15,835 | $15,835 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $70,156 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,480 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,480 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,480 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,413 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $3,413 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,933 | OverpaymentAmt |
| Applied To ES Tax | $1,933 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TIEDEMANN ABP | IndividualWithBooksNm |
| Phone | 2123965900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 520 MADISON AVE 26TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| NANCY Q PETERSMEYER | |||||||||
| C/O N DOOLITTLE 30 S 17TH ST STE | 820 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| NADINE DOOLITTLE | |||||||||
| 30 S 17TH ST STE 820 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1.00 | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,142,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,372 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,213,653 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,213,653 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,205 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,180,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $109,022 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $109,022 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,480 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,480 | TotalTaxAmt |
| Distributable Before Adj | $107,542 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $107,542 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $107,542 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $92,689 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $92,689 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $107,542 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $82,035 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $92,689 | QualifyingDistributionsAmt |
| Applied To Year1 | $82,035 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $10,654 | 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 | $96,888 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| MIQUON SCHOOL | ||||||
| 2025 HARTS LANE | CONSHOHOCKEN | PA | 194282414 | PUBLIC CHARITY | GENERAL | $50,000 |
| WHYY | ||||||
| 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | PUBLIC CHARITY | GENERAL | $20,000 |
| HARVARD MEDICAL SCHOOL | ||||||
| 25 SHATTUCK ST | BOSTON | MA | 02115 | PUBLIC CHARITY | GENERAL | $10,000 |
| HEALTHY NEWSWORKS | ||||||
| PO BOX 431 | PILGRIM GDNS | PA | 19026 | PUBLIC CHARITY | GENERAL | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,809 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $70,156 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $115,973 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $115,973 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK ACCOUNT 115641 | StockNm |
| EOY Book Value | $447,117 | EOYBookValueAmt |
| EOYFMV | $600,075 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER STOCK POSITIONS 115641 | AT COST | $11,470 | $15,920 |
| TIEDEMANN - FIDELTY - MUTUAL FUNDS | AT COST | $794,504 | $990,755 |
| ETFS | AT COST | $142,347 | $185,193 |
| IMPACT WORLD FUND | AT COST | $333,902 | $350,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | SCHNADER HARRISON SEGAL & LEWIS LLP | CategoryTxt |
| Legal Fees | $3,856 | LegalFeesAmt |
| Net Investment Income | $1,167 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,689 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER DEDUCTIONS IMPACT WORLD EQUITY K-1 | $9 | $9 | $0 |
| INVESTMENT EXPENSES IMPACT WORLD EQUITY | $3,627 | $3,627 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BALANCING ADJUSTMENT | Desc |
| Amt | $590 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEE 115640 | $10,913 | $1,091 | $0 |
| INVESTMENT MANAGEMENT FEE 115641 | $1,299 | $1,299 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX PAID | $1,002 | $1,002 | $0 |
| EXCISE TAX | $50 | $0 | $0 |
| FOREIGN TAX PAID IMPACT WORLD EQUITY | $75 | $75 | $0 |