WILT CHAMBERLIN MEMORIAL FUND INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- WILT CHAMBERLIN MEMORIAL FUND INC (EIN 23-3100335)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-01-27
- IRS object ID
- 202100279349100205
- Schema version
- 2019v5.1
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-27T13:53:36-06:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1899 L STREET NW SUITE 850 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233100335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILT CHAMBERLAIN MEMORIAL FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILT | BusinessNameControlTxt |
| Phone | 6106772299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BANNER WAY | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LARA PRICE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106772299 | PhoneNum |
| Signature | 2021-01-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FRANK H SMITH | PreparerPersonNm |
| PTIN | P00639053 | PTIN |
| Phone | 2022274000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $2,451,893 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $34 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $46,388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $46,388 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $13,163 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $344,666 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $13,163 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $59,585 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $59,551 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,073 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,537 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,536 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,814 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,814 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $105 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $105 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,533 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $392 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,141 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,743 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,782 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,893 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $131,427 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $168,418 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,743 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $151,209 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$108,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,808 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $120,899 | CashBOYAmt |
| Cash EOY | $9,885 | CashEOYAmt |
| Cash EOYFMV | $9,885 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $91,853 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $214,782 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $214,782 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $4,700 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $79,166 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $4,700 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $4,700 | PledgesRcvblEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $27,974 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $27,974 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,351,733 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,334,851 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,334,851 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $599,195 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $553,918 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $553,918 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $305,783 | OtherAssetsBOYAmt |
| Other Assets EOY | $305,783 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $305,783 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,548,629 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,451,893 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,451,893 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,473,629 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $2,451,893 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $75,000 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $0 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,548,629 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,893 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,548,629 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,451,893 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,548,629 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$108,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,097 | OtherIncreasesAmt |
| Subtotal | $2,451,893 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,451,893 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | HAVERFORD TRUST CO. INVESTMENTS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $344,666 | GrossSalesPriceAmt |
| Cost Or Other Basis | $331,503 | CostOrOtherBasisAmt |
| Gain Or Loss | $13,163 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $13,163 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $13,163 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $121,022 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,082,667 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.058109 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $88,034 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,122,607 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.041474 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $112,139 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,949,621 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057518 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $54,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,876,612 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.029202 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $72,254 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,981,439 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036465 | DistributionYr5Rt |
| Total Distribution | 0.222768 | TotalDistributionRt |
| Average Distribution | 0.044554 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,099,115 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $93,524 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $418 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $93,942 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $151,209 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $418 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $418 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,946 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,946 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,528 | OverpaymentAmt |
| Applied To ES Tax | $2,528 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARA PRICE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106772299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BANNER WAY | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08103 | 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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN A COZEN | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 19103 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM CUNNINGHAM | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 33469 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| BARBARA A LEWIS | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 90047 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SCOTT O'NEIL | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 08103 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LARA PRICE | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 08103 | CHAIR, PRESIDENT, AND DIRE | 1.00 | $0 | $0 | $0 |
| BRAD SHRON | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 08103 | SECRETARY, DIRECTOR | 1.00 | $0 | $0 | $0 |
| CHRIS HECK | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 08103 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVID COLLINS | ||||||||
| 3 BANNER WAY | CAMDEN | NJ | 08103 | TREASURER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS PROVIDED TO ATHLETICALLY AND ACADEMICALLYTALENTED STUDENTS IN THE METROPOLITAN PHILADELPHIA AREA. | Description1Txt |
| Expenses1 | $130,893 | Expenses1Amt |
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 | $1,943,250 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $187,831 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,131,081 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,131,081 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,966 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,099,115 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $104,956 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $104,956 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $418 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $418 | TotalTaxAmt |
| Distributable Before Adj | $104,538 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $104,538 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $104,538 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $151,209 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $151,209 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $418 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $150,791 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $104,538 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,437 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $151,209 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,437 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,538 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $45,234 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $45,234 | 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 | $45,234 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $45,234 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILT CHAMBERLAIN MEMORIAL FUND CO L | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 BANNER WAY | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106772299 | RecipientPhoneNum |
| Form And Info And Materials | ONLINE APPLICATION REQUIRED MATERIALS ( FAFSA ID, GPA, TRANSCRIPT, REFERENCES, AND ESSAY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 12- COVID19 EXTENSION | SubmissionDeadlinesTxt |
| Restrictions On Awards | -ESTIMATED FAMILY INCOME LIMIT -APPLICANTS MUST BE REGIONAL TO DELAWARE VALLEY -$5,000 MAXIMUM PAYABLE TO COLLEGE/UNIVERSITY PER YEAR FOR 4-YEAR INSTITUTIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| SCHOLARSHIPS PROVIDED TO VARIOUS IN | |||||||
| AVAILABLE UPON REQUEST | VARIOUS | PA | 19103 | NONE | I | COLLEGE SCHOLARSHIPS | $10,202 |
| FREE APPLICATION FOR FEDERAL STUDENT AID (FAFSA) CHALLENGE | |||||||
| PO BOX 7654 | LONDON | KY | 40742 | GOVERNMENT | SCHOLARSHIPS TO STUDENTS | $9,000 | |
| INTERNATIONAL SCHOLARSHIP & TUITION SERVICES (ISTS) | |||||||
| 1321 MURFREESBORO RD SUITE 800 | NASHVILLE | TN | 37217 | GOVERNMENT | SCHOLARSHIPS TO STUDENTS | $112,225 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $131,427 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,388 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $13,163 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $59,551 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $59,551 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $11,073 | Amt |
| Net Investment Income | $5,537 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,536 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (35 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODS & CHEMS INC COM | $18,110 | $18,110 |
| APPLE INC COM | $58,368 | $58,368 |
| BAXTER INTL INC COM | $25,830 | $25,830 |
| BECTON DICKINSON & CO COM | $35,891 | $35,891 |
| BLACKROCK INC | $27,205 | $27,205 |
| CVS HEALTH CORPORATION | $32,485 | $32,485 |
| COCA COLA CO COM | $17,872 | $17,872 |
| COMCAST CORP | $38,980 | $38,980 |
| COSTCO WHOLESALE CORP | $18,193 | $18,193 |
| DISNEY WALT CO COM | $22,302 | $22,302 |
| DOLLAR GENERAL CORP | $22,861 | $22,861 |
| DUPONT DE NEMOURS INC | $32,197 | $32,197 |
| ECOLAB INC | $13,926 | $13,926 |
| HONEYWELL INTL INC | $24,580 | $24,580 |
| JPMORGAN CHASE & CO | $32,921 | $32,921 |
| JOHNSON & JOHNSON COM | $21,094 | $21,094 |
| LOWES COS INC | $49,319 | $49,319 |
| MASTERCARD INC CLASS A | $38,441 | $38,441 |
| MICROSOFT CORP | $50,878 | $50,878 |
| ORACLE CORP | $22,108 | $22,108 |
| PEPSICO INC | $33,065 | $33,065 |
| RAYTHEON TECHNOLOGIES CORP | $24,401 | $24,401 |
| S&P GLOBAL INC. | $32,948 | $32,948 |
| STARBUCKS CORP | $22,077 | $22,077 |
| TJX COS INC | $30,336 | $30,336 |
| UNITEDHEALTH GROUP INC | $36,869 | $36,869 |
| VANGUARD FTSE ALL WORLD | $24,153 | $24,153 |
| VANGUARD FTSE PACIFIC | $50,920 | $50,920 |
| ISHARES CORE MSCI | $62,876 | $62,876 |
| ISHARES CORE MSCI EMERGING | $168,028 | $168,028 |
| ISHARES S&P 500 INDEX FUND | $61,938 | $61,938 |
| ISHARES S&P 500 MIDCAP 400 INDEX | $40,010 | $40,010 |
| ISHARES S&P SMALLCAP 600 FUND | $87,753 | $87,753 |
| ACCENTURE PLC | $37,576 | $37,576 |
| MEDITRONIC PLC | $18,340 | $18,340 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $27,974 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $27,974 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ISHARES BARCLAYS MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $553,918 | BookValueAmt |
| EOYFMV | $553,918 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMORIAL STATUE | Desc |
| BOY Book Value | $305,783 | BOYBookValueAmt |
| EOY Book Value | $305,783 | EOYBookValueAmt |
| EOYFMV | $305,783 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $4,790 | $0 | $0 | $4,790 |
| BANK FEES | $392 | $392 | $0 | $0 |
| DIGITAL ADVERTISING | $3,240 | $0 | $0 | $3,240 |
| PROGRAM EXPENSES | $6,111 | $0 | $0 | $6,111 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $12,097 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $11,814 | Amt |
| Net Investment Income | $11,814 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |