WLG CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- WLG CHARITABLE FOUNDATION (EIN 23-7649667)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-09-08
- IRS object ID
- 202132519349100508
- Schema version
- 2020v4.1
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-09-08T09:00:25-05:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237649667 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WLG CHARITABLE FOUNDATION 2556-11-15 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WLG | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GLENMEDE TR CO NA 1650 MARK | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA L BURKE | PersonNm |
| Person Title | MANAGING DIRECT | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2021-09-01 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,398,395 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,224 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,224 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,633 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,442,807 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,633 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $52,857 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,857 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $17,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $8,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,102 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,102 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $18,102 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,602 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,602 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $108,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$65,245 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $43,255 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $51,773 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $51,773 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,403,758 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,388,084 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,346,622 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,488,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,439,857 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,398,395 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,488,470 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,439,857 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,488,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,439,857 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,488,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,439,857 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,488,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$65,245 | ExcessRevenueOverExpensesAmt |
| Other Increases | $16,632 | OtherIncreasesAmt |
| Subtotal | $3,439,857 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,439,857 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (56 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 109.374 BROOKFIELD GLOBAL LISTED REAL ESTATE FD | 2020-03-19 | 2020-07-27 | $1,125 | $1,028 | $97 | $97 | |
| 101.369 BROOKFIELD GLOBAL LISTED REAL ESTATE FD | 2019-12-19 | 2020-07-27 | $1,043 | $1,347 | -$304 | -$304 | |
| 5251.524 BROOKFIELD GLOBAL LISTED REAL ESTATE FD | 2018-07-17 | 2020-07-27 | $54,038 | $68,154 | -$14,116 | -$14,116 | |
| 148.17 CALVERT SMALL CAP FUND | 2019-12-05 | 2020-07-27 | $3,875 | $4,106 | -$231 | -$231 | |
| 322.83 CALVERT SMALL CAP FUND | 2018-07-17 | 2020-07-27 | $8,442 | $8,994 | -$552 | -$552 | |
| 883.62466 DFA INTERNATIONAL SUSTAINABILITY CORE | 2018-07-17 | 2020-07-27 | $9,128 | $9,499 | -$371 | -$371 | |
| 165.21534 DFA INTERNATIONAL SUSTAINABILITY CORE | 2018-07-17 | 2020-07-27 | $1,707 | $1,776 | -$69 | -$69 | |
| 162.16 DFA INTERNATIONAL SUSTAINABILITY CORE | 2019-12-18 | 2020-07-27 | $1,675 | $1,781 | -$106 | -$106 | |
| 1500.353 DOMINI IMPACT INTERNATIONAL EQUITY FUND | 2019-12-18 | 2020-07-27 | $11,058 | $12,003 | -$945 | -$945 | |
| 13814.647 DOMINI IMPACT INTERNATIONAL EQUITY FUND | 2018-07-17 | 2020-07-27 | $101,814 | $118,530 | -$16,716 | -$16,716 | |
| 10326.311 GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2019-02-07 | 2020-07-27 | $273,647 | $250,000 | $23,647 | $23,647 | |
| 55.394 GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2020-04-01 | 2020-07-27 | $1,468 | $1,265 | $203 | $203 | |
| 217.006 GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2019-12-13 | 2020-07-27 | $5,751 | $6,009 | -$258 | -$258 | |
| 10218.246 GLENMEDE RESPONSIBLE ESG | 2019-02-01 | 2020-07-27 | $148,369 | $139,963 | $8,406 | $8,406 | |
| 107.44277 GLENMEDE RESPONSIBLE ESG | 2019-12-13 | 2020-07-27 | $1,560 | $1,625 | -$65 | -$65 | |
| 113.31123 GLENMEDE RESPONSIBLE ESG | 2019-12-13 | 2020-07-27 | $1,645 | $1,713 | -$68 | -$68 | |
| 1236.001 GLENMEDE SECURED OPTIONS | 2019-12-13 | 2020-07-27 | $14,226 | $15,178 | -$952 | -$952 | |
| 16297.753 GLENMEDE SECURED OPTIONS | 2018-06-13 | 2020-07-27 | $187,587 | $204,658 | -$17,071 | -$17,071 | |
| 15815.212 GLENMEDE QUANT US LONG/SHORT EQUITY | 2018-07-17 | 2020-07-27 | $175,549 | $205,440 | -$29,891 | -$29,891 | |
| 11.897 GLENMEDE QUANT US LONG/SHORT EQUITY | 2019-12-13 | 2020-07-27 | $132 | $146 | -$14 | -$14 | |
| 3000. ISHARES MSCI USA MIN VOL ETF | 2018-07-17 | 2020-07-27 | $189,056 | $163,530 | $25,526 | $25,526 | |
| 11273.957 PIMCO TOTAL RETURN FD III | 2018-07-17 | 2020-07-27 | $110,710 | $100,000 | $10,710 | $10,710 | |
| 154.105 PIMCO TOTAL RETURN FD III | 2020-01-31 | 2020-07-27 | $1,513 | $1,473 | $40 | $40 | |
| 92.928 PIMCO TOTAL RETURN FD III | 2019-12-26 | 2020-07-27 | $913 | $863 | $50 | $50 | |
| 4486. TIAA-CREF CORE IMPACT BOND FUND DTD 5/1/2018 | 2018-07-17 | 2020-07-27 | $49,481 | $45,174 | $4,307 | $4,307 | |
| 11.966 VANGUARD MARKET NEUTRAL FUND | 2020-03-27 | 2020-07-27 | $117 | $116 | $1 | $1 | |
| 175.92 VANGUARD MARKET NEUTRAL FUND | 2019-12-17 | 2020-07-27 | $1,719 | $1,812 | -$93 | -$93 | |
| 5813.232 VANGUARD MARKET NEUTRAL FUND | 2018-07-17 | 2020-07-27 | $56,795 | $68,480 | -$11,685 | -$11,685 | |
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P | |||||
| CAPITAL GAIN DIVIDENDS | $32,016 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,633 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $601 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $601 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $601 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,004 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,004 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $5,403 | OverpaymentAmt |
| Applied To ES Tax | $5,403 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENMEDE TRUST CO NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| GLENMEDE TRUST CO N A | ||||||
| 1650 MARKET ST | PHILADELPHIA | PA | 19103 | TRUSTEE | 3 | $17,000 |
| WILLIAM GLATFELTER III | ||||||
| 1650 MARKET ST | PHILADELPHIA | PA | 19103 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $52,813 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,396,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,449,450 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,449,450 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,742 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,397,708 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $169,885 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $169,885 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $601 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $601 | TotalTaxAmt |
| Distributable Before Adj | $169,284 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $169,284 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $169,284 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $108,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $108,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,500 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $169,284 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $224,957 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $224,957 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $108,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $108,500 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $60,784 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $60,784 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $164,173 | 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 | $164,173 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $164,173 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EQUAL JUSTICE INITIATIVE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 122 COMMERCE ST | AddressLine1Txt |
| City | Montgomery | CityNm |
| State Abbreviation | AL | StateAbbreviationCd |
| ZIP | 36104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESTRICTED CHARITABLE USE | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,224 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,633 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $52,857 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $52,857 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MISC RECEIPTS | $16,618 |
| ROUNDING DIFFERENCE | $14 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $900 | $900 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $202 | $202 | $0 |