LAFFEY-MCHUGH FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LAFFEY-MCHUGH FOUNDATION (EIN 51-6015095)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202223199349102012
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T09:53:02-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510055023 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198901200 | 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 | 516015095 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LAFFEY-MCHUGH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LAFF | BusinessNameControlTxt |
| Phone | 3026541680 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2286 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19899 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS VEALE | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 3026541680 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | THOMAS | PersonFirstNm |
| Person Last | VEALE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON R QUINN | PreparerPersonNm |
| PTIN | P00210810 | PTIN |
| Phone | 3026518160 | 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 | $90,298,906 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
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 | $4,842 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,842 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $589,039 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $589,039 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $8,679,966 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $14,477,960 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $8,679,966 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,511,523 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,379,622 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $10,785,370 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $10,653,469 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $150,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $75,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $96,520 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $48,260 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $48,260 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $40,000 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $20,000 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $20,000 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $44,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,375 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $22,375 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $303,274 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $303,274 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $108,479 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,248 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $9,231 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $26,101 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $15,636 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $7,818 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $7,818 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $27,593 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $13,802 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,801 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $812,353 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $499,777 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,485 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,929,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,929,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,741,353 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $499,777 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,125,485 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,044,017 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,153,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,298,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,033,742 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,033,742 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,524,028 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,486,880 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,412,487 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,309,494 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $9,358,438 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $9,300,456 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $42,382,266 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $44,619,659 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $68,436,939 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $386,259 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $280,972 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $54,425 | LandBOYAmt |
| Land EOY | $105,287 | LandEOYAmt |
| Land EOYFMV | $105,287 | LandEOYFMVAmt |
| Other Assets BOY | $3,883 | OtherAssetsBOYAmt |
| Other Assets EOY | $9,995 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $9,995 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $55,572,684 | TotalAssetsBOYAmt |
| Total Assets EOY | $61,614,001 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $90,298,906 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $2,510 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $2,510 | 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 | $55,570,174 | RetainedEarningBOYAmt |
| Retained Earning EOY | $61,614,001 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $55,570,174 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $61,614,001 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $55,572,684 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $61,614,001 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $55,570,174 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,044,017 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $61,614,191 | SubtotalAmt |
| Other Decreases | $190 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $61,614,001 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $7,173,792 | $5,684,108 | $1,489,684 | $1,489,684 | |||
| GOLDMAN SACHS | $42,079 | $42,079 | $42,079 | P | 2020-01-01 | 2021-12-31 | |
| PEGAGUS WSJLL FUND LP | $378,124 | $113,885 | $264,239 | $264,239 | P | 2020-01-01 | 2021-12-31 |
| FIR TREE INTERNATIONAL | $4,019 | $4,019 | $4,019 | P | 2020-01-01 | 2021-12-31 | |
| IR&M CORE COND FUND II | $1 | -$1 | -$1 | P | 2020-01-01 | 2021-12-31 | |
| FROM PARTNERSHIP PASSTHROUGH | $4,208,195 | $4,208,195 | $4,208,195 | P | 2020-01-01 | 2021-12-31 | |
| FROM PARTNERSHIP PASSTHROUGH | $83,992 | $83,992 | $83,992 | P | 2021-01-01 | 2021-12-31 | |
| CAPITAL GAINS DIVIDENDS | $2,587,759 | $2,587,759 | $2,587,759 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $8,679,966 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $141,136 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $141,136 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $141,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $77,185 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $110,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $187,185 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $46,049 | OverpaymentAmt |
| Applied To ES Tax | $46,049 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | THOMAS VEALE | IndividualWithBooksNm |
| Phone | 3026541680 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | COMMUNITY SERVICE BLDG SUITE 815 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILSON J C BRAUN JR | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 19807 | VICE PRESIDENT | 2.00 | $0 | $0 | $0 |
| COLLINS J SEITZ JR | ||||||||
| THE STRAND | NEW CASTLE | DE | 19720 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| CHRISTOPHER G CONNOLLY | ||||||||
| 33 BEDFORD STREET SUITE 10 | LEXINGTON | MA | 02420 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| ARTHUR G CONNOLLY III | ||||||||
| 102 SCHOOL ROAD | WILMINGTON | DE | 19803 | VICE-PRESIDENT, SECRETARY | 2.00 | $0 | $0 | $0 |
| MARY C BRAUN | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 19807 | PRESIDENT, CO-TREASURER | 2.00 | $0 | $0 | $0 |
| ANTOINE J ALLEN | ||||||||
| 2305 BAYNARD BLVD | WILMINGTON | DE | 19802 | VICE-PRESIDENT, CO-TREASUR | 2.00 | $0 | $0 | $0 |
| MICHAEL M CONNOLLY | ||||||||
| 48 TRAINORS LANDING | ASPEN | CO | 81611 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| THOMAS D VEALE | ||||||||
| 100 WEST 10TH STREET | WILMINGTON | DE | 19805 | EXECUTIVE DIRECTOR | 40.00 | $150,000 | $20,000 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA L HOFFMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6 YORK WAY | AddressLine1Txt |
| City | HOCKESSIN | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE ASSISTANT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $84,021 | CompensationAmt |
| Employee Benefits | $20,000 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $84,773,259 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,032,657 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $105,287 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $86,911,203 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $86,911,203 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,303,668 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $85,607,535 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,280,377 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,280,377 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $141,136 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $27,489 | IncomeTaxAmt |
| Total Tax | $168,625 | TotalTaxAmt |
| Distributable Before Adj | $4,111,752 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,111,752 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,111,752 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,125,485 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,125,485 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,111,752 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $198,318 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $140,204 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $41,621 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $380,143 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,125,485 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,111,752 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,733 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $393,876 | 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 | $393,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $198,318 | ExcessFromYear3Amt |
| Excess From Year2 | $140,204 | ExcessFromYear2Amt |
| Excess From Year1 | $41,621 | ExcessFromYear1Amt |
| Excess From Current Year | $13,733 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAFFEY-MCHUGH FOUNDATION BOARD OF D | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2286 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19899 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026541680 | RecipientPhoneNum |
| Recipient Email Address | PATTY@LAFFEYMCHUGH.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | APPLICATION INFORMATION: PLEASE CONTACT THE OFFICE PRIOR TO APPLICATION SUBMISSION. GRANT APPLICATIONS ARE SUBMITTED THROUGH THE ONLINE WEBSITE, CONTACT THE OFFICE FOR INFORMATION. OFFICE CONTACT INFORMATION: 302-654-1680 PATTY@LAFFEYMCHUGH.ORG FORM & CONTENT OF APPLICATION: EMAILING: PATTY@LAFFEYMCHUGH.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | ONLINE APP MUST BE SUBMITTED BY 12PM EST ON APR 1ST & OCT 1ST FOR INCLUSION IN THE JUN/DEC BRD MTGS | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (122 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| METROPOLITAN WILMINGTON URBAN LEAGUE INC | |||||||
| 100 WEST 10TH STREET SUITE 602 | WILMINGTON | DE | 198016605 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| SUMMER LEARNING COLLABORATIVE | |||||||
| 1200 N FRENCH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| TRI STATE BIRD RESCUE | |||||||
| 170 POSSUM HOLLOW RD | NEWARK | DE | 19711 | PC | GENERAL OPERATING SUPPORT | $7,500 | |
| NEW CALVARY BAPTIST CHURCH | |||||||
| 610 S HEALD STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| PATHFINDERS MBS | |||||||
| PO BOX 11799 | ASPEN | CO | 81612 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| THE DIOCESAN COUNCIL INC | |||||||
| 913 WILSON RD | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| AMERICAN NATIONAL RED CROSS DELMARVA CHAPTER | |||||||
| 100 WEST 10TH STREET SUITE 40 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HARRY K FOUNDATION | |||||||
| 313 SOUTH BOARDWALK | REHOBOTH BEACH | DE | 19971 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CENTRAL DELAWARE HABITAT FOR HUMANITY | |||||||
| 2311 S DUPONT HWY | DOVER | DE | 19901 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CANCER SUPPORT COMMUNITY DELAWARE | |||||||
| 4810 LANCASTER PIKE | WILMINGTON | DE | 19807 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| FIRST STATE SQUASH INC | |||||||
| 501 W 11TH ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| HOLY ANGELS SCHOOL ST JOHNS RC CHURCH | |||||||
| 82 POSSUM PARK RD | NEWARK | DE | 19711 | PC | GENERAL OPERATING SUPPORT | $15,500 | |
| RODNEY STREET TENNIS ASSOCIATION | |||||||
| 101 GARDEN OF EDEN ROAD | WILMINGTON | DE | 198031511 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| SURVIVORS OF ABUSE IN RECOVERY | |||||||
| 405 FOULK RD | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FAITHFUL FRIENDS INC | |||||||
| 12 GERMAY DR | WILMINGTON | DE | 19804 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DELAWARE CENTER FOR HORTICULTURE INC | |||||||
| 1810 N DUPONT ST | WILMINGTON | DE | 19806 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| DELAWARE BLACK CHAMBER OF COMMERCE | |||||||
| 1105 NORTH MARKET ST SUITE 102 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| MOM'S HOUSE INC WILMINGTON | |||||||
| 1718 HOWLAND ST | WILMINGTON | DE | 19805 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WILMINGTON HOPE COMMISSION | |||||||
| 38 VANDEVER AVE | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SUSSEX COUNTY HABITAT FOR HUMANITY | |||||||
| 82 MOUNT VIEW ST | NEWTON | NJ | 07860 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| COLORADO WATER TRUST INC | |||||||
| 3264 LARIMER STREET UNIT D | DENVER | CO | 802053980 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| WILDERNESS WORKSHOP | |||||||
| PO BOX 442 | CARBONDALE | CO | 81623 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| DELAWARE COLLEGE OF ART AND DESIGN | |||||||
| 600 N MARKET ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HABITAT FOR HUMANITY OF NEW CASTLE COUNTY | |||||||
| 1920 HUTTON STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TRUE ACCESS CAPITAL CORP | |||||||
| 100 W 10TH ST STE 300 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| GREEN BERET PROJECT | |||||||
| 494 FAWN HAVEN WALK | DOVER | DE | 19901 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CAMBODIAN CHILDRENS FUND | |||||||
| 2309 SANTA MONICA BLVD 833 | SANTA MONICA | CA | 904043080 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| YWCA DELAWARE INC | |||||||
| 100 W 10TH STREET SUITE 515 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| LUTHERAN COMMUNITY SERVICES INC | |||||||
| 2809 BAYNARD BLVD | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| DELAWARE CENTER FOR JUSTICE INC | |||||||
| 100 W 10TH ST STE 905 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| LEADING YOUTH THROUGH EMPOWERMENT INC | |||||||
| 1313 N MARKET ST STE A | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CULTURE RESTORATION PROJECT INC | |||||||
| PO BOX 1926 | WILMINGTON | DE | 19899 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SAINT PAUL CATHOLIC CHURCH | |||||||
| 209 WASHINGTON ST | DELAWARE CITY | DE | 19706 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| FORUM TO ADVANCE MINORITIES IN ENGINEERING | |||||||
| 2005 BAYNARD BOULEVARD | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| NATIVITY PREPARATORY SCHOOL OF WILMINGTON | |||||||
| 1515 LINDEN STREET | WILMINGTON | DE | 19805 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| STRIVE HOW TO LEAD MATTERS INC | |||||||
| 1121 THATCHER STREET STE C | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| KINGSWOOD COMMUNITY CENTER INC | |||||||
| 2300 BOWERS STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| READ-ALOUD DELAWARE | |||||||
| 108 N BEDFORD ST | GEORGETOWN | DE | 19947 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| SUNDAY BREAKFAST MISSION | |||||||
| 110 N POPLAR DRIVE | WILMINGTON | DE | 19805 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| CHOIR OF DELAWARE INCORPORATED | |||||||
| 2013 N MARKET STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $45,000 | |
| MINISTRY OF CARING INC | |||||||
| 115 E 14TH STREET | WILMINGTON | DE | 198013209 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WILMINGTON HOLIDAY TOY DRIVE | |||||||
| 800 N FRENCH ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ASPEN CENTER FOR ENVIRONMENTAL STUDIES | |||||||
| 100 PUPPY SMITH STREET | ASPEN | CO | 81611 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| ASPEN ART MUSEUM | |||||||
| 637 EAST HYMAN AVENUE | ASPEN | CO | 81611 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| URSULINE ACADEMY | |||||||
| 1106 PENNSYLVANIA AVE | WILMINGTON | DE | 19806 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COMPASS FOR LIFELONG DISCOVERY | |||||||
| PO BOX 326 | CARBONDALE | CO | 81623 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| GOOD NEIGHBORS INC | |||||||
| 224 EAST STREET ROAD | KENNETT SQUARE | PA | 193481705 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| BEST BUDDIES INTERNATIONAL INC | |||||||
| 4023 KENNETT PIKE 415 | GREENVILLE | DE | 19807 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CAMBODIAN CHILDRENS FUND | |||||||
| 2309 SANTA MONICA BLVD 833 | SANTA MONICA | CA | 904043080 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CHILDREN'S BEACH HOUSE INC | |||||||
| 100 W 10TH ST STE 411 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| JEWISH FEDERATION OF DELAWARE | |||||||
| 101 GARDEN OF EDEN ROAD | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $10,500 | |
| CAB CALLOWAY SCHOOL FUND | |||||||
| 100 N DUPONT RD | WILMINGTON | DE | 19807 | PC | GENERAL OPERATING SUPPORT | $12,000 | |
| NATIONAL ALOPECIA AREATA FOUNDATION | |||||||
| 65 MITCHELL BOULEVARD SUITE 200B | SAN RAFAEL | CA | 949032000 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| EDGE FOR TOMORROW | |||||||
| 503 DUNCAN RD | WILMINGTON | DE | 19809 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CHILD INC | |||||||
| 507 PHILADELPHIA PIKE | WILMINGTON | DE | 19809 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| SOJOURNERS PLACE INC | |||||||
| 2901 NORTHEAST BOULEVARD | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| CHALLENGE PROGRAM | |||||||
| 1124 E 7TH ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $16,000 | |
| OCEAN ALLIANCE INC | |||||||
| 32 HORTON STREET | GLOUCESTER | MA | 019304149 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| RONALD MCDONALD HOUSE OF DELAWARE | |||||||
| 1901 ROCKLAND RD | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| BRANDYWINE CONSERVANCY & MUSEUM OF ART | |||||||
| 1 HOFFMANS MILL ROAD | CHADDS FORD | PA | 193170141 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| ADOPTION CENTER | |||||||
| 18A TROLLEY SQUARE | WILMINGTON | DE | 19806 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE PRECISION INSTITUTE | |||||||
| TWO RIGHTER PARWAY SUITE 215 | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| IMPERIAL DYNASTY ARTS PROGRAM INC | |||||||
| 1 WINDSOR RD | WILMINGTON | DE | 19809 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| OPERATION WARM INC | |||||||
| 50 APPLIED BANK BLVD SUITE 204 | GLEN MILLS | PA | 193421091 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| NEHEMIAH GATEWAY COMM DEVELOPMENT CORP | |||||||
| 201 W 23RD ST | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| STEHM INC | |||||||
| PO BOX 2617 | WILMINGTON | DE | 198050617 | PC | GENERAL OPERATING SUPPORT | $23,500 | |
| UNIVERSITY OF DELAWARE | |||||||
| 100 WEST 10TH STREET SUITE 812 | WILMINGTON | DE | 197160099 | PC | GENERAL OPERATING SUPPORT | $24,000 | |
| THE GRAND OPERA HOUSE | |||||||
| 818 N MARKET ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| INGLESIDE HOMES INC | |||||||
| 1005 N FRANKLIN STREET | WILMINGTON | DE | 198064553 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DELAWARE INSTITUTE FOR THE ARTS IN EDUCATION | |||||||
| 1200 N FRENCH STREET NO 512 ROOM | WILMINGTON | DE | 198013239 | PC | GENERAL OPERATING SUPPORT | $25,000 | 512 |
| DELAWARE ZOOLOGICAL SOCIETY | |||||||
| 1001 N PARK DR | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LIMEN HOUSE INC | |||||||
| PO BOX 1306 | WILMINGTON | DE | 198011424 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NATIONAL COALITION OF 100 BLACK WOMEN DE CHAPTER | |||||||
| 100 W 10TH ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEHEMIAH GATEWAY COMM DEVELOPMENT CORP | |||||||
| 201 W 23RD ST | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| CENTER FOR STRUCTURAL EQUITY | |||||||
| 813 N TATNALL STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DELAWRE BREAST CANCER COALITION | |||||||
| 100 WEST 10TH STREET SUITE 209 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WEST END NEIGHBORHOOD HOUSE INC | |||||||
| 710 N LINCOLN STREET | WILMINGTON | DE | 19805 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| NEIGHBORHOOD HOUSE INC | |||||||
| 1218 B STREET | WILMINGTON | DE | 198015844 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| PRESSLEY RIDGE FOUNDATION | |||||||
| 5500 CORPORATE DRIVE SUITE 400 | PITTSBURGH | PA | 15237 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| LEADERSHIP DELAWARE INC | |||||||
| 112 S FRENCH ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| JEWISH FAMILY SERVICES OF DELAWARE INC | |||||||
| 99 PASSMORE ROAD | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| FRACTURED ATLAS INC | |||||||
| 248 W 35TH ST | NEW YORK | NY | 10001 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DELAWARE CENTER FOR CONTEMPORARY ARTS | |||||||
| 200 S MADISON STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| SPUR IMPACT ASSOCIATION | |||||||
| PO BOX 25208 | WILMINGTON | DE | 198995208 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DELAWARE ART MUSEUM | |||||||
| 2301 KENTMERE PKWY | WILMINGTON | DE | 19806 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| HARPERS HEART | |||||||
| 112 SOUTH FRENCH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| TECH IMPACT | |||||||
| 100 WEST 10TH STREET SUITE 1007 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| DELAWARE STATE UNIVERSITY | |||||||
| 1200 NORTH DUPONT HIGHWAY | DOVER | DE | 19901 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| WILMINGTON SENIOR CENTER INC | |||||||
| 1901 NORTH MARKET STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| ZOE MINISTRIES INC | |||||||
| PO BOX 26 | GREENWOOD | DE | 19950 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| SERVIAM GIRLS ACADEMY INC | |||||||
| 900 N WASHINGTON STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| KINGSWOOD COMMUNITY CENTER INC | |||||||
| 2300 BOWERS STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| NETWORK CONNECT | |||||||
| 719 N SHIPLEY ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| CHILDREN AND FAMILIES FIRST DELAWRE INC | |||||||
| 809 N WASHINGTON STREET | WILMINGTON | DE | 198011509 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| YEAR UP INC | |||||||
| WILMINGTON UNIVERSITY 320 NORTH | NEW CASTLE | DE | 19720 | PC | GENERAL OPERATING SUPPORT | $30,000 | DUPONT HIGHWAY THE GREEN 303 |
| WILMINGTON LIBRARY | |||||||
| 10 E 10TH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| STOP THE VIOLENCE PRAYER CHAIN FOUNDATION | |||||||
| 103 ROGERS ROAD | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $30,000 | |
| THE NERDIT FOUNDATION | |||||||
| 1614 W NEWPORT PIKE | WILMINGTON | DE | 19804 | PC | GENERAL OPERATING SUPPORT | $35,000 | |
| LAS AMERICAS ASPIRA ACADEMY | |||||||
| 326 RUTHAR DR | NEWARK | DE | 19711 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| FRIENDSHIP HOUSE INC | |||||||
| PO BOX 1517 | WILMINGTON | DE | 198991517 | PC | GENERAL OPERATING SUPPORT | $40,000 | |
| URBANPROMISE MINISTRIES WILMINGTON | |||||||
| 2401 THATCHER STREET | WILMINGTON | DE | 19802 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ST PAUL CATHOLIC CHURCH | |||||||
| 209 WASHINGTON ST | DELAWARE CITY | DE | 19706 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| THE MARY CAMPBELL CENTER | |||||||
| 4641 WELDIN RD | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| ST MICHAEL'S SCHOOL & NURSERY | |||||||
| 700 N WALNUT STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| 4TH DIMENSION LEADERS | |||||||
| 1007 N ORANGE STREET 4TH FLOOR | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| LITERACY DELAWARE | |||||||
| 10 E 10TH STREET | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| DELAWARE COLLEGE SCHOLARS PROGRAM | |||||||
| PO BOX 392 | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| TEACH FOR AMERICA INC | |||||||
| 1200 N FRENCH ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $50,000 | |
| COMBINED CAMPAIGN FOR JUSTICE | |||||||
| PO BOX 2113 | WILMINGTON | DE | 19899 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| METROPOLITAN WILMINGTON URBAN LEAGUE INC | |||||||
| 100 WEST 10TH STREET SUITE 602 | WILMINGTON | DE | 198016605 | PC | GENERAL OPERATING SUPPORT | $60,000 | |
| WILMINGTON FRIENDS SCHOOL | |||||||
| 102 SCHOOL ROAD | WILMINGTON | DE | 19803 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| TEENSHARP | |||||||
| 1200 N FRENCH STREET 5TH FLOOR | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| WILMINGTON ALLIANCE | |||||||
| 100 W 10TH ST | WILMINGTON | DE | 19801 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| YMCA OF DELAWARE | |||||||
| 351 GEORGE WILLIAMS WAY | NEWARK | DE | 19702 | PC | GENERAL OPERATING SUPPORT | $75,000 | |
| CATHOLIC CHARITIES INC | |||||||
| 2601 W 4TH STREET | WILMINGTON | DE | 198062301 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| FOOD BANK OF DELAWARE INC | |||||||
| 222 LAKE DRIVE | NEWARK | DE | 19702 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING SUPPORT | $100,000 | |
| MINISTRY OF CARING INC | |||||||
| 115 E 14TH STREET | WILMINGTON | DE | 198013209 | PC | GENERAL OPERATING SUPPORT | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,929,000 | 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 | $4,842 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $589,039 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,511,523 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $8,679,966 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $10,785,370 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $10,785,370 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 11 | LineNumberTxt |
| Relationship Statement | INCOME WAS GENERATED FROM INVESTMENTS TO SUPPORT THE FUNDING NEEDS OF THE FOUNDATION TO SUPPORT THE GRANT APPLICATIONS. | RelationshipStatementTxt |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING EXPENSES | CategoryTxt |
| Amt | $44,750 | Amt |
| Net Investment Income | $22,375 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $22,375 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (39 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|---|---|---|---|
| COMPUTER HARDWARE | 2001-05-31 | $25,439 | $25,439 | 200DB | 5.000000000000 | $0 | $0 |
| FURNITURE | 2001-07-31 | $28,694 | $28,694 | 200DB | 7.000000000000 | $0 | $0 |
| LEASEHOLD IMPROVEMENT | 2001-07-31 | $60,262 | $29,999 | SL | 39.000000000000 | $1,545 | $0 |
| FURNITURE | 2002-09-30 | $1,725 | $1,725 | SL | 7.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2002-01-25 | $13,395 | $13,395 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2003-08-07 | $3,074 | $3,074 | SL | 3.000000000000 | $0 | $0 |
| FURNITURE | 2003-11-06 | $6,250 | $6,250 | SL | 7.000000000000 | $0 | $0 |
| TELEPHONE SYSTEM | 2003-06-27 | $655 | $655 | SL | 7.000000000000 | $0 | $0 |
| FURNITURE | 2003-02-24 | $1,088 | $1,088 | SL | 5.000000000000 | $0 | $0 |
| 2 DELL COMPUTERS | 2004-09-10 | $6,053 | $6,053 | SL | 5.000000000000 | $0 | $0 |
| FURNITURE | 2006-09-30 | $1,076 | $1,076 | SL | 5.000000000000 | $0 | $0 |
| SERVER | 2007-11-30 | $2,812 | $2,812 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2009-07-31 | $3,888 | $3,888 | SL | 5.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2010-08-09 | $4,036 | $4,036 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2011-09-14 | $14,284 | $14,284 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2011-09-30 | $4,439 | $4,439 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2011-10-25 | $408 | $408 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2012-01-25 | $220 | $220 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2012-09-07 | $5,845 | $5,845 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2012-11-20 | $4,240 | $4,240 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2013-08-02 | $6,085 | $6,085 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2013-12-19 | $4,452 | $4,452 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2014-07-03 | $6,367 | $6,367 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2014-11-18 | $4,593 | $4,593 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2015-07-07 | $20,197 | $20,197 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER HARDWARE | 2016-10-21 | $11,922 | $11,922 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2017-05-04 | $15,933 | $15,933 | SL | 3.000000000000 | $0 | $0 |
| COMPUTER SOFTWARE | 2018-05-18 | $16,730 | $14,407 | SL | 3.000000000000 | $2,323 | $0 |
| COMPUTER SOFTWARE | 2019-05-30 | $17,567 | $9,272 | SL | 3.000000000000 | $5,856 | $0 |
| COMPUTER HARDWARE | 2020-03-20 | $4,308 | $1,077 | SL | 3.000000000000 | $1,436 | $0 |
| COMPUTER HARDWARE | 2020-05-15 | $13,259 | $2,946 | SL | 3.000000000000 | $4,420 | $0 |
| COMPUTER SOFTWARE | 2021-03-02 | $4,308 | SL | 3.000000000000 | $1,197 | $0 | |
| COMPUTER SOFTWARE | 2021-05-11 | $13,259 | SL | 3.000000000000 | $2,946 | $0 | |
| COMPUTER SOFTWARE | 2021-07-31 | $3,203 | SL | 3.000000000000 | $445 | $0 | |
| COMPUTER SOFTWARE | 2021-08-05 | $787 | SL | 3.000000000000 | $109 | $0 | |
| COMPUTER SOFTWARE | 2021-04-28 | $12,480 | SL | 3.000000000000 | $2,773 | $0 | |
| COMPUTER SOFTWARE | 2021-08-05 | $21,726 | SL | 3.000000000000 | $3,018 | $0 | |
| COMPUTER SOFTWARE | 2021-11-18 | $1,200 | SL | 3.000000000000 | $33 | $0 | |
| COMPUTER HARDWARE | 2021-12-30 | $20,000 | SL | 3.000000000000 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | US CORPORATE BONDS | BondNm |
| EOY Book Value | $9,358,438 | EOYBookValueAmt |
| EOYFMV | $9,300,456 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $5,486,880 | EOYBookValueAmt |
| EOYFMV | $10,412,487 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $14,314,316 | $21,636,055 |
| INVESTMENT PARTNERSHIPS | AT COST | $30,305,343 | $46,800,884 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (39 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| COMPUTER HARDWARE | $25,439 | $25,439 | $0 |
| FURNITURE | $28,694 | $28,694 | $0 |
| LEASEHOLD IMPROVEMENT | $60,262 | $31,544 | $28,718 |
| FURNITURE | $1,725 | $1,725 | $0 |
| COMPUTER SOFTWARE | $13,395 | $13,395 | $0 |
| COMPUTER SOFTWARE | $3,074 | $3,074 | $0 |
| FURNITURE | $6,250 | $6,250 | $0 |
| TELEPHONE SYSTEM | $655 | $655 | $0 |
| FURNITURE | $1,088 | $1,088 | $0 |
| 2 DELL COMPUTERS | $6,053 | $6,053 | $0 |
| FURNITURE | $1,076 | $1,076 | $0 |
| SERVER | $2,812 | $2,812 | $0 |
| COMPUTER SOFTWARE | $3,888 | $3,888 | $0 |
| COMPUTER SOFTWARE | $4,036 | $4,036 | $0 |
| COMPUTER SOFTWARE | $14,284 | $14,284 | $0 |
| COMPUTER SOFTWARE | $4,439 | $4,439 | $0 |
| COMPUTER SOFTWARE | $408 | $408 | $0 |
| COMPUTER SOFTWARE | $220 | $220 | $0 |
| COMPUTER SOFTWARE | $5,845 | $5,845 | $0 |
| COMPUTER SOFTWARE | $4,240 | $4,240 | $0 |
| COMPUTER SOFTWARE | $6,085 | $6,085 | $0 |
| COMPUTER SOFTWARE | $4,452 | $4,452 | $0 |
| COMPUTER SOFTWARE | $6,367 | $6,367 | $0 |
| COMPUTER SOFTWARE | $4,593 | $4,593 | $0 |
| COMPUTER SOFTWARE | $20,197 | $20,197 | $0 |
| COMPUTER HARDWARE | $11,922 | $11,922 | $0 |
| COMPUTER SOFTWARE | $15,933 | $15,933 | $0 |
| COMPUTER SOFTWARE | $16,730 | $16,730 | $0 |
| COMPUTER SOFTWARE | $17,567 | $15,128 | $2,439 |
| COMPUTER HARDWARE | $4,308 | $2,513 | $1,795 |
| COMPUTER HARDWARE | $13,259 | $7,366 | $5,893 |
| COMPUTER SOFTWARE | $4,308 | $1,197 | $3,111 |
| COMPUTER SOFTWARE | $13,259 | $2,946 | $10,313 |
| COMPUTER SOFTWARE | $3,203 | $445 | $2,758 |
| COMPUTER SOFTWARE | $787 | $109 | $678 |
| COMPUTER SOFTWARE | $12,480 | $2,773 | $9,707 |
| COMPUTER SOFTWARE | $21,726 | $3,018 | $18,708 |
| COMPUTER SOFTWARE | $1,200 | $33 | $1,167 |
| COMPUTER HARDWARE | $20,000 | $0 | $20,000 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| REDEMPTION RECEIVABLE | $3,883 | $0 | $0 |
| DIVIDEND RECEIVABLE | $9,995 | $9,995 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE EXPENSES | Desc |
| Amt | $190 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| DUES | $616 | $313 | $313 |
| INSURANCE | $5,067 | $2,534 | $2,533 |
| LEASE EXPENSE | $1,477 | $738 | $739 |
| OFFICE SUPPLIES | $1,524 | $762 | $762 |
| OPERATING EXPENSE | $8,392 | $4,196 | $4,196 |
| PAYROLL FEES | $2,098 | $1,049 | $1,049 |
| POSTAGE | $380 | $190 | $190 |
| FOREIGN EXCHANGE FEE | $74 | $37 | $37 |
| TECH SERVICES | $2,444 | $1,222 | $1,222 |
| TELEPHONE | $5,327 | $2,664 | $2,663 |
| BANK FEE | $194 | $97 | $97 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME/(LOSS) | $1,504,088 | $1,372,187 | $1,504,088 |
| OTHER INCOME | $7,435 | $7,435 | $7,435 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD PAYABLE | Desc |
| BOY Book Value | $2,510 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $303,274 | Amt |
| Net Investment Income | $303,274 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $90,000 | $0 | $0 |
| FOREIGN TAX WITHHELD | $42 | $42 | $0 |
| FRANCHISE TAXES | $25 | $0 | $25 |
| PAYROLL TAXES | $18,412 | $9,206 | $9,206 |