HOWARD W SWANK ALMA K SWANK ANDRICHARD KEMPER SWANK FOUNDATION: Form 990PF, tax year 2019
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- Organization
- HOWARD W SWANK ALMA K SWANK ANDRICHARD KEMPER SWANK FOUNDATION (EIN 20-5145157)
- Tax period
- 2019-04-01 to 2020-03-31
- Filed
- 2021-02-08
- IRS object ID
- 202100399349100405
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-02-08T11:39:35-06:00 | ReturnTs |
| Tax Period End | 2020-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 260645306 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERO KUPFERMAN & ASSOCIATES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1701 SHALLCROSS AVE STE D | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 205145157 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOWARD W SWANK ALMA K SWANK AND | BusinessNameLine1Txt |
| Business Name Line2 | RICHARD KEMPER SWANK FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOWA | BusinessNameControlTxt |
| Phone | 3026522900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 LOVERING AVENUE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DR EDWARD M GOLDENBERG | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3026522900 | PhoneNum |
| Signature | 2021-01-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | VICTOR S PELILLO CPA | PreparerPersonNm |
| PTIN | P00176177 | PTIN |
| Phone | 3022307171 | PhoneNum |
| Preparation | 2021-01-22 | PreparationDt |
| 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 | $15,716,558 | 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 |
| Dividends Rev And Expnss | $473,204 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $473,204 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $592,947 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,295,850 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $592,947 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,066,151 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,066,151 | 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 | $16,197 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,620 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $14,577 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,446 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $723 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $723 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $32,637 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,637 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $125 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $898 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $152 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $51,455 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,980 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,300 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $852,862 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $852,862 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $904,317 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,980 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $868,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $161,834 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,031,171 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,896 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,716 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,716 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $12,942,058 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,097,072 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,707,842 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $12,943,954 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,105,788 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,716,558 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,826,767 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,826,767 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,117,187 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,279,021 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,943,954 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,105,788 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,943,954 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,105,788 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,943,954 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $161,834 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,105,788 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,105,788 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (24 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| VANGUARD - SHORT-TERM INV GR ADM | P | 2019-04-25 | $7,870 | $7,997 | -$127 | -$127 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2019-12-23 | $106,270 | $98,107 | $8,163 | $8,163 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2019-12-23 | $592,243 | $546,750 | $45,493 | $45,493 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2020-03-13 | $122,122 | $112,502 | $9,620 | $9,620 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2020-03-18 | $24,539 | $23,494 | $1,045 | $1,045 |
| VANGUARD - LONG-TERM INV GR ADM | P | 2020-03-13 | $19,914 | $20,029 | -$115 | -$115 |
| VANGUARD - LONG-TERM INV GR ADM | P | 2020-03-13 | $79,241 | $79,701 | -$460 | -$460 |
| VANGUARD - LONG-TERM INV GR ADM | P | 2020-03-18 | $4,958 | $5,472 | -$514 | -$514 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2019-08-01 | $8,091 | $8,113 | -$22 | -$22 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2019-10-29 | $8,145 | $8,168 | -$23 | -$23 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2020-01-28 | $8,530 | $8,501 | $29 | $29 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2020-03-13 | $163,434 | $164,247 | -$813 | -$813 |
| VANGUARD - SHORT-TERM INV GR ADM | P | 2020-03-18 | $45,964 | $47,118 | -$1,154 | -$1,154 |
| VANGUARD - TOT INTL BOND IX ADM | P | 2020-03-13 | $351,362 | $329,454 | $21,908 | $21,908 |
| VANGUARD - TOT INTL BOND IX ADM | P | 2020-03-18 | $70,521 | $67,758 | $2,763 | $2,763 |
| VANGUARD - TOT INTL STOCK IX ADM | P | 2020-03-18 | $172,822 | $214,428 | -$41,606 | -$41,606 |
| VANGUARD - TOT BOND MKT INDEX ADM | P | 2020-03-13 | $433,574 | $404,850 | $28,724 | $28,724 |
| VANGUARD - TOT BOND MKT INDEX ADM | P | 2020-03-18 | $102,324 | $97,899 | $4,425 | $4,425 |
| VANGUARD - TOT STOCK MKT INDEX ADM | P | 2019-11-25 | $20,500 | $7,932 | $12,568 | $12,568 |
| VANGUARD - TOT STOCK MKT INDEX ADM | P | 2019-12-23 | $87,914 | $33,514 | $54,400 | $54,400 |
| VANGUARD - TOT STOCK MKT INDEX ADM | P | 2019-12-23 | $182,139 | $69,433 | $112,706 | $112,706 |
| VANGUARD - TOT STOCK MKT INDEX ADM | P | 2019-12-23 | $224,518 | $85,589 | $138,929 | $138,929 |
| VANGUARD - TOT STOCK MKT INDEX ADM | P | 2019-12-23 | $21,983 | $8,380 | $13,603 | $13,603 |
| VANGUARD - TOT STOCK MKT INDEX ADM | P | 2020-03-18 | $436,872 | $253,467 | $183,405 | $183,405 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $592,947 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $868,674 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,576,270 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049423 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $802,624 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $17,850,796 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044963 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $737,691 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $16,634,268 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.044348 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $810,454 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,930,268 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054283 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $782,149 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,130,884 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045657 | DistributionYr5Rt |
| Total Distribution | 0.238674 | TotalDistributionRt |
| Average Distribution | 0.047735 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,671,828 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $843,565 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,312 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $853,877 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $868,162 | 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 | $10,312 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,312 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,312 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,755 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $23,755 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $13,443 | OverpaymentAmt |
| Applied To ES Tax | $13,443 | 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 | 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 | GORDON FOURNARIS MAMMARELLA PA | IndividualWithBooksNm |
| Phone | 3026522900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1925 LOVERING AVENUE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19806 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| DR EDWARD M GOLDENBERG | ||||||||
| 205 OWLS NEST ROAD | GREENVILLE | DE | 19807 | DIRECTOR, PRESIDENT, TREASURER | 1.00 | $0 | $0 | $0 |
| REGINA KERR ALONZO | ||||||||
| 5 HOLLY DRIVE | KENNETT SQUARE | PA | 19348 | DIRECTOR, SECRETARY, VP OF GRANTS | 2.00 | $0 | $0 | $0 |
| NANCY N GALE | ||||||||
| 117 SPARROWS RUN | GLEN MILLS | PA | 19342 | DIRECTOR, VP OF GRANTS | 2.00 | $0 | $0 | $0 |
| DENISE D SCHWARTZ | ||||||||
| 32 E BELMONT DRIVE FOXMEADOW FARM | HOCKESSIN | DE | 19707 | DIRECTOR, VP OF GRANTS | 2.00 | $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 | $17,937,742 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,200 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,940,942 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,940,942 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $269,114 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,671,828 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $883,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $883,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,312 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,312 | TotalTaxAmt |
| Distributable Before Adj | $873,279 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $873,279 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $873,279 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $868,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $868,162 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $10,312 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $857,850 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $873,279 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $851,212 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $868,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $851,212 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,950 | 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 | $856,329 | 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 (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE NEMOURS FOUNDATION | |||||||
| 1600 ROCKLAND ROAD | WILMINGTON | DE | 19803 | NONE | PUBLIC CHARITY | SUPPORT RESEARCH, PREVENTION AND TREATMENT OF PEDIATRIC CONDITIONS. | $851,212 |
| PHILANTHROPY DELAWARE | |||||||
| 100 W 10TH STREET SUITE 500 | WILMINGTON | DE | 19801 | NONE | PUBLIC CHARITY | PRIVATE INITIATIVES FOR THE PUBLIC GOOD, FOCUSING ON A MEANINGFUL IMPACT FOR ALL DELAWAREANS. | $1,650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $852,862 | 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 | 18 | ExclusionCd |
| Exclusion | $473,204 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $592,947 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,066,151 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,066,151 | 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 | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,446 | Amt |
| Net Investment Income | $723 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $723 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $13,097,072 | EOYBookValueAmt |
| EOYFMV | $15,707,842 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $16,197 | LegalFeesAmt |
| Net Investment Income | $1,620 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $14,577 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $30 | $0 | $0 |
| MISCELLANEOUS | $122 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $32,637 | Amt |
| Net Investment Income | $32,637 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES AND LICENSES | CategoryTxt |
| Amt | $125 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |