COLKET FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COLKET FAMILY FOUNDATION (EIN 85-2260055)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-07
- IRS object ID
- 202533119349101213
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-07T08:48:59-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 852260055 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLKET FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COLK | BusinessNameControlTxt |
| Phone | 6106477475 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6022 WEST CHESTER PIKE 100 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUTH M COLKET | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6106477475 | PhoneNum |
| Signature | 2025-11-07 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,167,950 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,253,570 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,949 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,949 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $416,506 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $416,506 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $178,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,371,911 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $178,008 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,862,033 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $608,463 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $67,304 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,824 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,480 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $189 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $189 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $21,090 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,090 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $13,238 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,138 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,200 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,200 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $115,021 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,052 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $63,869 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $778,650 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $778,650 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $893,671 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,052 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $842,519 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,968,362 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $563,411 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $174,601 | CashBOYAmt |
| Cash EOY | $132,751 | CashEOYAmt |
| Cash EOYFMV | $132,751 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $912,835 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,100,466 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,100,597 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $10,482,700 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $12,305,281 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $14,934,602 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,570,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,538,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,167,950 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $11,570,136 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,538,498 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,570,136 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,538,498 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,570,136 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,538,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,570,136 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,968,362 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,538,498 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,538,498 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,270,000 | $1,193,903 | $76,097 | $76,097 | |
| CAPITAL GAINS DIVIDENDS | $101,911 | $101,911 | $101,911 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $178,008 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,831 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,831 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,831 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,264 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $3,700 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,964 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $133 | OverpaymentAmt |
| Applied To ES Tax | $133 | 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 | FL | 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 | TEKLOC ENTERPRISES LLC | IndividualWithBooksNm |
| Phone | 6106477475 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6022 WEST CHESTER PIKE STE 100 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | 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 | Yes (1) | 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 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| RUTH M COLKET | ||||||||
| 6022 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | TRUSTEE | 2.00 | $0 | $0 | $0 |
| CAROLYN C CULLEN | ||||||||
| 6022 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | TRUSTEE | 2.00 | $16,826 | $0 | $0 |
| TRISTRAM C COLKET III | ||||||||
| 6022 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | TRUSTEE | 2.00 | $16,826 | $0 | $0 |
| BRYAN D COLKET | ||||||||
| 6022 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | TRUSTEE | 2.00 | $16,826 | $0 | $0 |
| FRANCIS J MIRABELLO | ||||||||
| 6022 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | TRUSTEE | 1.00 | $16,826 | $0 | $0 |
| RICHARD A SMOLEN | ||||||||
| 6022 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | TRUSTEE | 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 |
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 | $14,048,775 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $470,853 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,519,628 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,519,628 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,301,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $715,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $715,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,831 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,831 | TotalTaxAmt |
| Distributable Before Adj | $707,261 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $707,261 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $707,261 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $842,519 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $842,519 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $707,261 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $386,675 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $672,927 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $539,643 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $300,205 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,899,450 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $842,519 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $707,261 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $135,258 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,034,708 | 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 | $2,034,708 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $386,675 | ExcessFromYear4Amt |
| Excess From Year3 | $672,927 | ExcessFromYear3Amt |
| Excess From Year2 | $539,643 | ExcessFromYear2Amt |
| Excess From Year1 | $300,205 | ExcessFromYear1Amt |
| Excess From Current Year | $135,258 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | COLKET FAMILY FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6022 WEST CHESTER PIKE SUITE 100 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106477475 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | EDUCATIONAL, CHARITABLE, SCIENTIFIC, LITERARY, AND RELIGIOUS CONCERNS ONLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (92 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 1000 FRIENDS OF FLORIDA INC | ||||||
| PO BOX 5948 | TALLAHASSEE | FL | 32314 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| 1LOVE4ANIMALS INC | ||||||
| PO BOX 1414 | SOUTHEASTERN | PA | 193991414 | PC | GENERAL GIFT - UNRESTRICTED | $2,500 |
| ABBE MUSEUM | ||||||
| PO BOX 286 | BAR HARBOR | ME | 04609 | PC | GENERAL GIFT - UNRESTRICTED | $300 |
| ACADIA FAMILY CENTER | ||||||
| 1 FERNALD STREET | SOUTHWEST HARBOR | ME | 04679 | PC | GENERAL GIFT - UNRESTRICTED | $500 |
| ATLANTIC CLASSICAL ORCHESTRA INC | ||||||
| 415 AVENUE A SUITE 206 | FORT PIERCE | FL | 34950 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| ATLANTIC SALMON FEDERATION INC | ||||||
| PO BOX 807 | CALAIS | ME | 04619 | PC | GENERAL GIFT - UNRESTRICTED | $2,500 |
| BAR HARBOR FIREFIGHTERS ASSOCIATION | ||||||
| 260 STATE HIGHWAY 3 | BAR HARBOR | ME | 046097539 | PC | GENERAL GIFT - UNRESTRICTED | $7,000 |
| BAR HARBOR FOOD PANTRY | ||||||
| 36 MOUNT DESERT ST | BAR HARBOR | ME | 046091727 | PC | GENERAL GIFT - UNRESTRICTED | $5,000 |
| BAR HARBOR FOOD PANTRY | ||||||
| 36 MOUNT DESERT ST | BAR HARBOR | ME | 046091727 | PC | RESTRICTED USE-NEW LOCATION | $50,000 |
| BAR HARBOR HISTORICAL SOCIETY INC | ||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | PC | RESTRICTED USE - LA ROCHELLE | $2,500 |
| BAR HARBOR HISTORICAL SOCIETY INC | ||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | PC | RESTRICTED USE - LA ROCHELLE | $1,000 |
| BAR HARBOR MUSIC FESTIVAL | ||||||
| 741 WEST END AVE SUITE 4B | NEW YORK | NY | 100256222 | PC | GENERAL GIFT - UNRESTRICTED | $300 |
| BAR HARBOR POLICE DEPARTMENT | ||||||
| 37 FIREFLY LANE | BAR HARBOR | ME | 04609 | PC | GENERAL GIFT - UNRESTRICTED | $5,000 |
| BAR HARBOR VILLAGE IMPROVEMENT ASSOCIATION | ||||||
| PO BOX 52 | BAR HARBOR | ME | 046090052 | PC | RESTRICTED USE- SHORE PATH RESTORATION | $30,000 |
| BEATRIX FARRAND SOCIETY | ||||||
| PO BOX 111 | MT DESERT | ME | 046600111 | PC | GENERAL GIFT - UNRESTRICTED | $500 |
| BIG SKY COMMUNITY ORGANIZATION | ||||||
| PO BOX 161404 | BIG SKY | MT | 59716 | PC | GENERAL GIFT - UNRESTRICTED | $2,500 |
| BOYS & GIRLS CLUB OF MARTIN COUNTY INC | ||||||
| 11500 SE LARES AVE PO BOX 910 | HOBE SOUND | FL | 33455 | PC | GENERAL GIFT - UNRESTRICTED | $5,000 |
| BRANDYWINE CONSERVANCY & MUSEUM OF ART | ||||||
| 1 HOFFMANS MILL RD PO BOX 141 | CHADDS FORD | PA | 19317 | PC | GENERAL GIFT - UNRESTRICTED | $1,500 |
| BRANDYWINE VALLEY SPCA | ||||||
| 1212 PHOENIXVILLE PIKE | WEST CHESTER | PA | 19380 | PC | GENERAL GIFT - UNRESTRICTED | $300 |
| CHEROKEE PLANTATION CHARITIES INC | ||||||
| 5109 COMBAHEE RD | YEMASSEE | SC | 299455600 | PC | GENERAL GIFT - UNRESTRICTED | $2,000 |
| CHESTER COUNTY FOOD BANK | ||||||
| 650 PENNSYLVANIA DRIVE | EXTON | PA | 19341 | PC | GENERAL GIFT - UNRESTRICTED | $10,000 |
| CHRIST MEMORIAL CHAPEL | ||||||
| 52 S BEACH RD | HOBE SOUND | FL | 334552225 | PC | RESTRICTED USE - OUTREACH PROGRAMS | $1,000 |
| CLEVELAND CLINIC FOUNDATION | ||||||
| 9500 EUCLID AVENUE MAIL CODE H18 | CLEVELAND | OH | 44195 | PC | GENERAL GIFT - UNRESTRICTED | $10,000 |
| COLLEGE OF CHARLESTON FOUNDATION | ||||||
| 66 GEORGE ST | CHARLESTON | SC | 294240001 | PC | RESTRICTED USE-SCHOLARSHIP ENRICHMENT FUND | $25,000 |
| COLLEGE OF THE ATLANTIC | ||||||
| 105 EDEN ST | BAR HARBOR | ME | 046091136 | PC | GENERAL GIFT - UNRESTRICTED | $3,000 |
| COLLEGES OF THE SENECA HOBART & WM SMITH COLLEGES | ||||||
| 337 PULTENEY ST | GENEVA | NY | 14456 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| COLORADO COLLEGE | ||||||
| 14 E CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 809033243 | PC | GENERAL GIFT - UNRESTRICTED | $25,000 |
| COMMUNITY VOLUNTEERS IN MEDICINE INC | ||||||
| 300 B LAWRENCE DR | WEST CHESTER | PA | 19380 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| EPISCOPAL ACADEMY | ||||||
| 1785 BISHOP WHITE DR | NEWTOWN SQUARE | PA | 190731300 | PC | GENERAL GIFT - UNRESTRICTED | $110,000 |
| EPISCOPAL COMMUNITY SERVICES OF THE DIOCESE OF PENNSYLVANIA | ||||||
| 225 S 3RD ST | PHILADELPHIA | PA | 19106 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| FOREST SOCIETY OF MAINE | ||||||
| 115 FRANKLIN ST 3RD FLOOR | BANGOR | ME | 044014973 | PC | GENERAL GIFT - UNRESTRICTED | $500 |
| FRIENDS OF ACADIA | ||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | PC | GENERAL GIFT - UNRESTRICTED | $25,000 |
| FRIENDS OF ACADIA | ||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | PC | RESTRICTED USE - RANGER HOUSING | $5,000 |
| FRIENDS OF THE SAWTOOTH NATIONAL FOREST AVALANCHE CENTER INC | ||||||
| 1060 SILVER STAR DR | HAILEY | ID | 833338815 | PC | GENERAL GIFT - UNRESTRICTED | $5,000 |
| GUARDIANS OF MARTIN COUNTY INC | ||||||
| PO BOX 1489 | HOBE SOUND | FL | 334751489 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| HARBOR HOUSE | ||||||
| PO BOX 836 | SOUTHWEST HARBOR | ME | 04679 | PC | GENERAL GIFT - UNRESTRICTED | $500 |
| HOBE SOUND COMMUNITY CHEST INC | ||||||
| 11450 SE DIXIE HIGHWAY SUITE 106 | HOBE SOUND | FL | 33455 | PC | GENERAL GIFT - UNRESTRICTED | $25,000 |
| HOLDERNESS SCHOOL | ||||||
| PO BOX 1879 | PLYMOUTH | NH | 032641879 | PC | GENERAL GIFT - UNRESTRICTED | $5,000 |
| ISLAND HOUSING TRUST | ||||||
| PO BOX 851 | MOUNT DESERT | ME | 04660 | PC | GENERAL GIFT - UNRESTRICTED | $17,500 |
| ISLAND READERS AND WRITERS AN INITIATIVE FOR MAINE CHILDREN | ||||||
| PO BOX 227 | MT DESERT | ME | 046600227 | PC | GENERAL GIFT - UNRESTRICTED | $500 |
| JESUP MEMORIAL LIBRARY | ||||||
| 34 MOUNT DESERT ST | BAR HARBOR | ME | 04609 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| JUPITER ISLAND ARTS COUNCIL | ||||||
| PO BOX 493 | HOBE SOUND | FL | 334750004 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| JUPITER ISLAND HISTORICAL SOCIETY INC | ||||||
| PO BOX 938 | HOBE SOUND | FL | 334750938 | PC | GENERAL GIFT - UNRESTRICTED | $350 |
| KETCHUM - SUN VALLEY VOLUNTEER ASSOCIATES INC | ||||||
| PO BOX 1262 | KETCHUM | ID | 833401261 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| KEYSTONE HUMAN SERVICES | ||||||
| 4391 STURBRIDGE ROAD | HARRISBURG | PA | 17110 | PC | RESTRICTED USE - SUSQUEHANNA SERVICE DOGS | $15,000 |
| KIDS CORNER INC | ||||||
| 81 MOUNT DESERT ST | BAR HARBOR | ME | 046091342 | PC | GENERAL GIFT - UNRESTRICTED | $300 |
| LIFEFLIGHT OF MAINE LLC | ||||||
| 189 ODLIN RD HANGAR 600 | BANGOR | ME | 04401 | PC | GENERAL GIFT - UNRESTRICTED | $5,000 |
| LUTHERAN COMMUNITY SERVICES INC | ||||||
| 2809 BAYNARD BLVD | WILMINGTON | DE | 19802 | PC | GENERAL GIFT - UNRESTRICTED | $500 |
| MAIN LINE MEALS ON WHEELS INC | ||||||
| 60 SURREY WAY PO BOX 801 | DEVON | PA | 19333 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| MAINE SEACOAST MISSION | ||||||
| 127 WEST STREET | BAR HARBOR | ME | 04609 | PC | GENERAL GIFT - UNRESTRICTED | $25,000 |
| MEDICAL UNIVERSITY OF SOUTH CAROLINA FOUNDATION | ||||||
| 18 BEE STREET MSC 450 | CHARLESTON | SC | 29425 | PC | GENERAL GIFT - UNRESTRICTED | $5,000 |
| MIGHTY WRITERS | ||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | PC | GENERAL GIFT - UNRESTRICTED | $300 |
| MOUNT DESERT FESTIVAL OF CHAMBER MUSIC INC | ||||||
| PO BOX 87 | MT DESERT | ME | 046600087 | PC | GENERAL GIFT - UNRESTRICTED | $500 |
| MOUNT DESERT ISLAND BIOLOGICAL LABORATORY | ||||||
| 159 OLD BAR HARBOR RD PO BOX 35 | SALISBURY COVE | ME | 04672 | PC | GENERAL GIFT - UNRESTRICTED | $2,500 |
| MOUNT DESERT ISLAND COMMUNITY SAILING AND MARITIME EDUCATION | ||||||
| PO BOX 116 | SOUTHWEST HARBOR | ME | 04679 | PC | GENERAL GIFT - UNRESTRICTED | $2,500 |
| MOUNT DESERT ISLAND HOSPITAL | ||||||
| 10 WAYMAN LN | BAR HARBOR | ME | 046091625 | PC | GENERAL GIFT - UNRESTRICTED | $51,000 |
| MOUNT DESERT ISLAND SEARCH & RESCUE | ||||||
| PO BOX 493 | BAR HARBOR | ME | 046090493 | PC | GENERAL GIFT - UNRESTRICTED | $2,000 |
| MOUNT DESERT LAND AND GARDEN PRESERVE | ||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| MOUNT DESERT NURSING ASSOCIATION | ||||||
| PO BOX 397 | NORTHEAST HARBOR | ME | 046620397 | PC | GENERAL GIFT - UNRESTRICTED | $27,000 |
| MOUNT DESERT POLICE ASSOCIATION INC | ||||||
| PO BOX 967 | MT DESERT | ME | 046600967 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| MT DESERT ISLAND YMCA | ||||||
| 21 PARK ST | BAR HARBOR | ME | 046091316 | PC | GENERAL GIFT - UNRESTRICTED | $25,000 |
| NANTUCKET COMMUNITY SAILING INC | ||||||
| 4 WINTER STREET PO BOX 2424 | NANTUCKET | MA | 02554 | PC | GENERAL GIFT - UNRESTRICTED | $10,000 |
| NANTUCKET CONSERVATION FOUNDATION INC | ||||||
| PO BOX 13 | NANTUCKET | MA | 02554 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| NANTUCKET COTTAGE HOSPITAL | ||||||
| 57 PROSPECT STREET | NANTUCKET | MA | 02554 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| NEIGHBORHOOD HOUSE CLUB | ||||||
| PO BOX 332 | NORTHEAST HARBOR | ME | 04662 | PC | GENERAL GIFT - UNRESTRICTED | $8,000 |
| NORTHEAST HARBOR LIBRARY | ||||||
| PO BOX 279 | NORTHEAST HARBOR | ME | 046620279 | PC | GENERAL GIFT - UNRESTRICTED | $2,000 |
| NORTHEAST HARBOR SAILING SCHOOL | ||||||
| PO BOX 12 | NORTHEAST HARBOR | ME | 046620012 | PC | RESTRICTED USE-READY ABOUT CAMPAIGN | $25,000 |
| PARTNERS FOR SACRED PLACES | ||||||
| 1700 SANSOM STREET 10TH FLOOR | PHILADELPHIA | PA | 19103 | PC | ARTCINIA | $5,000 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | PC | GENERAL GIFT - UNRESTRICTED | $15,000 |
| QUEBEC LABRADOR FOUNDATION INC | ||||||
| 4 SOUTH MAIN ST | IPSWICH | MA | 01938 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| RIDING ON INSULIN | ||||||
| PO BOX 1516 | WHITEFISH | MT | 59937 | PC | GENERAL GIFT - UNRESTRICTED | $2,500 |
| RUSSELL BYERS CHARTER SCHOOL | ||||||
| 1911 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| S A V E - A FRIEND TO HOMELESS ANIMALS INC | ||||||
| 1010 ROUTE 601 | SKILLMAN | NJ | 08558 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| SAINT JAMES SCHOOL | ||||||
| 3217 W CLEARFIELD ST | PHILADELPHIA | PA | 19132 | PC | GENERAL GIFT - UNRESTRICTED | $10,000 |
| SOMESVILLE LANDING CORP | ||||||
| PO BOX 324 | MT DESERT | ME | 046600324 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| SOMESVILLE VILLAGE IMPROVEMENT SOCIETY | ||||||
| PO BOX 53 | MT DESERT | ME | 046600053 | PC | GENERAL GIFT - UNRESTRICTED | $300 |
| ST DAVIDS CENTER FOR SPIRITUAL DIRECTION | ||||||
| 763 VALLEY FORGE RD | WAYNE | PA | 190874724 | PC | GENERAL GIFT - UNRESTRICTED | $15,000 |
| ST DAVIDS CENTER FOR SPIRITUAL DIRECTION | ||||||
| 763 VALLEY FORGE RD | WAYNE | PA | 190874724 | PC | RESTRICTED USE-YOUTH GROUP MISSION TRIP MEALS | $400 |
| ST LUKES WOOD RIVER FOUNDATION INC | ||||||
| PO BOX 7005 | KETCHUM | ID | 833407005 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| ST ANDREW'S SCHOOL OF DELAWARE INC | ||||||
| 350 NOXONTOWN RD | MIDDLETOWN | DE | 19709 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| STROUD WATER RESEARCH CENTER INC | ||||||
| 970 SPENCER RD | AVONDALE | PA | 19311 | PC | GENERAL GIFT - UNRESTRICTED | $7,500 |
| SUMMER SEARCH | ||||||
| 304 12TH STREET SUITE 4A | OAKLAND | CA | 94607 | PC | GENERAL GIFT - UNRESTRICTED | $25,000 |
| SUN VALLEY COMMUNITY SCHOOL | ||||||
| PO BOX 2118 | SUN VALLEY | ID | 83353 | PC | GENERAL GIFT - UNRESTRICTED | $55,000 |
| SUN VALLEY SKI EDUCATION FOUNDATION INC | ||||||
| P O BOX 203 | SUN VALLEY | ID | 83353 | PC | GENERAL GIFT - UNRESTRICTED | $2,100 |
| THE BARNES FOUNDATION | ||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | PC | GENERAL GIFT - UNRESTRICTED | $2,500 |
| THE CHILDRENS HOSPITAL OF PHILADELPHIA FOUNDATION | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | GENERAL GIFT - UNRESTRICTED | $500 |
| THE CONSERVATION FUND | ||||||
| 1655 N FORT MYER DRIVE SUITE 1300 | ARLINGTON | VA | 22209 | PC | RESTRICTED USE - LOXA LUCIE HEADWATERS | $1,000 |
| TOWN OF MOUNT DESERT COMMUNITY DEVELOPMENT CORPORATION | ||||||
| PO BOX 962 | NORTHEAST HARBOR | ME | 046620962 | PC | RESTRICTED USE-NE HARBOR SKATING RINK | $10,000 |
| WILLISTOWN CONSERVATION TRUST INC | ||||||
| 925 PROVIDENCE RD | NEWTOWN SQUARE | PA | 190731205 | PC | RESTRICTED USE - RUSHTON FARM TRACTOR REPAIR | $9,000 |
| WILLISTOWN CONSERVATION TRUST INC | ||||||
| 925 PROVIDENCE RD | NEWTOWN SQUARE | PA | 190731205 | PC | GENERAL GIFT - UNRESTRICTED | $2,500 |
| WILLISTOWN TOWNSHIP POLICE ASSOCIATION | ||||||
| 688 SUGARTOWN RD | MALVERN | PA | 193553302 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| YWCA OF MOUNT DESERT ISLAND | ||||||
| 36 MOUNT DESERT ST | BAR HARBOR | ME | 04609 | PC | GENERAL GIFT - UNRESTRICTED | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $778,650 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $13,949 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $416,506 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $178,008 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $608,463 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $608,463 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRISTRAM C COLKET JR CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6022 WEST CHESTER PIKE SUITE 100 | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,253,570 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 98,349.130 SHS GS CORE FIXED INCOME FUND | AT COST | $927,447 | $891,043 |
| 11,228.623 SHS ISHARES S&P 500 INDEX FUND | AT COST | $5,409,163 | $7,726,191 |
| 30,550.221 SHS BOSTON TRUST WALDEN SMALL CAP FUND | AT COST | $491,738 | $550,515 |
| 49,586.713 SHS HARTFORD INTL VALUE FUND | AT COST | $758,192 | $899,999 |
| 62,125.346 SHS ISHARES MSCI TOTAL INTERNATIONAL INDEX FUND | AT COST | $579,154 | $629,951 |
| 46,131.479 SHS GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FUND | AT COST | $844,199 | $901,870 |
| 89,323.447 SHS GS TACTICAL TILT OVERLAY FUND | AT COST | $915,556 | $892,341 |
| 76,961.964 SHS GS STRATEGIC FACTOR ALLOCATION FUND | AT COST | $818,871 | $848,121 |
| 283,731.418 SH GS HIGH YIELD FUND | AT COST | $1,560,961 | $1,594,571 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $189 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $189 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS MANAGEMENT PROGRAM | Desc |
| Revenue And Expenses Per Books | $13,200 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $13,200 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $21,090 | Amt |
| Net Investment Income | $21,090 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAXES | $6,100 | $0 | $0 |
| FOREIGN WITHHOLDING TAXES | $7,138 | $7,138 | $0 |