EVANS FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- EVANS FOUNDATION (EIN 13-3178754)
- Tax period
- 2019-02-01 to 2020-01-31
- Filed
- 2020-06-04
- IRS object ID
- 202031569349100218
- 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 Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-06-04T13:54:17-07:00 | ReturnTs |
| Tax Period End | 2020-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Donald F Tonge C P A | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3211 Edgmont Ave | AddressLine1Txt |
| City | Brookhaven | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133178754 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Evans Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVAN | BusinessNameControlTxt |
| Phone | 6105665800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Olive Street | AddressLine1Txt |
| City | Media | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James C Brennan | PersonNm |
| Person Title | Attorney | PersonTitleTxt |
| Phone | 6105665800 | PhoneNum |
| Signature | 2020-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Donald F Tonge | PreparerPersonNm |
| PTIN | P01443024 | PTIN |
| Phone | 6108726187 | PhoneNum |
| Preparation | 2020-06-04 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| 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 | $965,592 | 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 | $9,123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,123 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $9,123 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,123 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $10,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $4,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $2,803 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $560 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,243 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $97 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $60,400 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,060 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $48,243 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,912 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $31,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,312 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,060 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $79,743 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$98,189 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,496 | CashBOYAmt |
| Cash EOY | $23,499 | CashEOYAmt |
| Cash EOYFMV | $23,499 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $957,395 | CorporateStockBOYAmt |
| Corporate Stock EOY | $942,093 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $942,093 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land Bldg Equip Cost Or Other Bss | $2,500 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,500 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Land EOYFMV | $0 | LandEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $962,891 | TotalAssetsBOYAmt |
| Total Assets EOY | $965,592 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $965,592 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $962,891 | CapitalStockBOYAmt |
| Capital Stock EOY | $965,592 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $962,891 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $965,592 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $962,891 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $965,592 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $962,891 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$98,189 | ExcessRevenueOverExpensesAmt |
| Other Increases | $100,890 | OtherIncreasesAmt |
| Subtotal | $965,592 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $965,592 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $48,768 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $976,024 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049966 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $37,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $994,050 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038006 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,183 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,007,655 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.034916 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $33,054 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,041,905 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.031725 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $44,215 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,084,343 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040776 | DistributionYr5Rt |
| Total Distribution | 0.195389 | TotalDistributionRt |
| Average Distribution | 0.039078 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $949,778 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $37,115 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $37,115 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $79,743 | 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 | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $0 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
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 |
| Individual With Books | James C Brennan | IndividualWithBooksNm |
| Phone | 6105665800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 225 N Olive Street | AddressLine1Txt |
| City | Media | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19063 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| 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 |
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 |
|---|---|---|---|---|---|---|---|---|
| Megan E Zavawski | ||||||||
| 3705 Liseter Road | Newtown Square | PA | 19073 | Vice Pres | 2.00 | $25,000 | $0 | $0 |
| Joy Brennan | ||||||||
| 431 Inveraray Road | Villanova | PA | 19085 | Director | 1.00 | $2,500 | $0 | $0 |
| Kelli Czajkowski | ||||||||
| 1495 Argyle Road | Berwyn | PA | 19312 | Director | 1.00 | $2,500 | $0 | $0 |
| Kevin Seits | ||||||||
| 75 Sturbridge Drive | Bryn Mawr | PA | 19010 | Pres | 1.00 | $15,000 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $949,744 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $14,498 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $964,242 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $964,242 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,464 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $949,778 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,489 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,489 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $47,489 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $47,489 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $47,489 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $79,743 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $79,743 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $79,743 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $47,489 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $47,489 | UndistributedIncomePYAmt |
| Qualifying Distributions | $79,743 | QualifyingDistributionsAmt |
| Applied To Year1 | $47,489 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $32,254 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $32,254 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $32,254 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $15,235 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Avalon Recreation Dept | ||||||
| 8th Street | Avalon | NJ | 08202 | Unkown | none specified | $6,000 |
| Sea Isle Recreation Dept | ||||||
| PO Box 1 | Sea Isle | NJ | 08243 | Unkown | none specified | $4,000 |
| Stone Harbor Recreation Dept | ||||||
| City Hall | Stone Harbor | NJ | 08243 | Unkown | none specified | $5,000 |
| Miscellaneous | ||||||
| PO Box 258 | Media | PA | 19063 | Unkown | none specified | $14,412 |
| Westtown Shool | ||||||
| 975 Westtown Road | West Chester | PA | 19372 | Unknown | none specified | $5,000 |
| Woodlinde School | ||||||
| 445 Upper Gulph Road | Strafford | PA | 19087 | Unknown | none specified | $10,000 |
| Haverford School | ||||||
| 370 Lancaster Avenue | Haverford | PA | 19041 | Unknown | none specified | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,912 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,123 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $9,123 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,123 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | provide funds for charities |
| 8 | provide funds for charities |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Donald F. Tonge Accounting | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Vanguard Funds | StockNm |
| EOY Book Value | $942,093 | EOYBookValueAmt |
| EOYFMV | $942,093 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | James C Brennan Legal | CategoryTxt |
| Legal Fees | $5,000 | LegalFeesAmt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Valuation adjustment | Desc |
| Amt | $100,890 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Raymond James Management Fee | CategoryTxt |
| Amt | $2,803 | Amt |
| Net Investment Income | $560 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,243 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Foreign Taxes | $64 |
| IRS | $33 |