THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC (EIN 81-3965327)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-14
- IRS object ID
- 202533189349104923
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-14T16:54:19-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813965327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYLVIA W AND RANDLE M KAUDERS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYLV | BusinessNameControlTxt |
| Phone | 6108963868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190875270 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA HOCHMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108963868 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2025-11-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,651,960 | 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 |
| Interest On Sav Rev And Expnss | $3,546 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,546 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,890 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,890 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $261,972 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,447,316 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $261,972 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,055 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $419,463 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $416,408 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,450 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,450 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,200 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $116,236 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $46,217 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $70,019 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,180 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $265 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $265 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,768 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,696 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,692 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $147,099 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $51,913 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,626 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $370,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $370,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $517,099 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $51,913 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $462,626 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$97,636 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $364,495 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $9,022 | CashBOYAmt |
| Cash EOY | $10,827 | CashEOYAmt |
| Cash EOYFMV | $10,827 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $70,336 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,099 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,099 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $137,353 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $198,301 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $198,301 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,266,600 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,465,281 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,465,281 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $918,146 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $883,452 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $883,452 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,401,457 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,651,960 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,651,960 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,401,457 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,651,960 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,401,457 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,651,960 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,401,457 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,651,960 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,401,457 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$97,636 | ExcessRevenueOverExpensesAmt |
| Other Increases | $348,139 | OtherIncreasesAmt |
| Subtotal | $6,651,960 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,651,960 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $1,447,316 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,185,344 | CostOrOtherBasisAmt |
| Gain Or Loss | $261,972 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $261,972 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $261,972 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,066 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,066 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,066 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,360 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $41 | EsPenaltyAmt |
| Overpayment | $1,253 | OverpaymentAmt |
| Applied To ES Tax | $1,253 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.KAUDERSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108963868 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190875270 | 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 (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| GLORIA HOCHMAN | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | PRESIDENT | 1.00 | $750 | $0 | $0 |
| HELEN MCNUTT | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | VICE PRESIDENT | 1.00 | $450 | $0 | $0 |
| BARRY BRAIT | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | TREASURER | 1.00 | $450 | $0 | $0 |
| BONNIE GRANT | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | SECRETARY | 1.00 | $450 | $0 | $0 |
| DAVID BROWN | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $450 | $0 | $0 |
| MATT CABREY | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $450 | $0 | $0 |
| TERRY DIAMOND | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $450 | $0 | $0 |
| DAPHNE ROWE PEMBROKE PHILANTHROPY | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | EXECUTIVE DIRECTOR | 10.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEMBROKE PHILANTHROPY ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD NO A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190875270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT | ServiceTypeTxt |
| Compensation | $70,019 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $6,619,249 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,238 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,703,487 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,703,487 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $100,552 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,602,935 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $330,147 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $330,147 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,066 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,066 | TotalTaxAmt |
| Distributable Before Adj | $325,081 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $325,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $325,081 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $462,626 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $462,626 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $325,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $49,892 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $22,678 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $123,449 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $151,918 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $347,937 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $462,626 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $325,081 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $137,545 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $485,482 | 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 | $49,892 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $435,590 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $22,678 | ExcessFromYear3Amt |
| Excess From Year2 | $123,449 | ExcessFromYear2Amt |
| Excess From Year1 | $151,918 | ExcessFromYear1Amt |
| Excess From Current Year | $137,545 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1812 PRODUCTIONS | |||||||
| 2329 SOUTH 3RD STREET 2ND FLOOR | PHILADELPHIA | PA | 19148 | PC | 1812 PRODUCTIONS' EDUCATIONAL OUTREACH PROGRAM: 1812 EDUCATION | $10,000 | |
| ACTING WITHOUT BOUNDARIES | |||||||
| 750 E HAVERFORD ROAD | BRYN MAWR | PA | 19010 | PC | 2025 AWB MASTERS PROGRAM | $10,000 | |
| ARDEN THEATRE CO | |||||||
| 40 N 2ND STREET | PHILADELPHIA | PA | 19106 | PC | ARDEN CHILDREN'S THEATRE 2024/25 SEASON | $10,000 | |
| BALLETX | |||||||
| 1923 WASHINGTON AVENUE | PHILADELPHIA | PA | 19146 | PC | BALLETX FESTIVAL AT THE MANN | $10,000 | |
| BE A PART OF THE CONVERSATION | |||||||
| 3554-B WOODCREST AVENUE | NEWTOWN SQUARE | PA | 19073 | PC | FAMILY RECOVERY COURSE ENHANCEMENT | $10,000 | |
| CARON TREATMENT CENTERS | |||||||
| PO BOX 150 243 NORTH GALEN HALL | WERNERSVILLE | PA | 19565 | PC | CARON'S YOUTH EDUCATION PROGRAM (YEP) | $10,000 | ROAD |
| CHESTER COUNTY ECONOMIC DEVELOPMENT FOUNDATION INC | |||||||
| 737 CONSTITUTION DRIVE | EXTON | PA | 19335 | PC | LION CAGE PITCH COMPETITION POWERED BY I2N AND PENN STATE GREAT VALLEY AND PENN STATE BRANDYWINE | $10,000 | |
| COLON CANCER COALITION GET YOUR REAR IN GEAR PHILADELPHIA | |||||||
| 200 CEMETERY ROAD | MOUNT LAUREL TOWNSHIP | NJ | 08054 | PC | 2025 ON THE RUNWAY FOR A CURE | $10,000 | |
| CRADLES TO CRAYONS | |||||||
| 4700 WISSAHICKON AVENUE SUITE 142 | PHILADELPHIA | PA | 19144 | PC | CRADLES TO CRAYONS EVERYDAY ESSENTIALS PROGRAM | $10,000 | |
| DRAMA LEAGUE OF NEW YORK INC | |||||||
| PO BOX 2001 | NEW YORK | NY | 10013 | PC | OPERATING SUPPORT | $5,000 | |
| EGOPO CLASSIC THEATER | |||||||
| 317 DICKINSON STREET | PHILADELPHIA | PA | 19147 | PC | QUEER REVOLUTIONS | $10,000 | |
| ENTERTAINMENT COMMUNITY FUND | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | PC | OPERATING SUPPORT | $5,000 | |
| FREE LIBRARY OF PHILADELPHIA FOUNDATION | |||||||
| 1901 VINE STREET | PHILADELPHIA | PA | 19103 | PC | ONE BOOK, ONE PHILADELPHIA 2025 | $10,000 | |
| INIS NUA THEATRE COMPANY | |||||||
| 1700 SANSOM STREET SUITE 800 | PHILADELPHIA | PA | 19103 | PC | IPHIGENIA IN SPLOTT BY GARY OWEN | $10,000 | |
| LANTERN THEATER COMPANY | |||||||
| 7058 GERMANTOWN AVENUE STE 102 | PHILADELPHIA | PA | 19119 | PC | LANTERN THEATER COMPANY'S ARTS EDUCATION PROGRAM, ILLUMINATION | $10,000 | |
| MEDIA FOOD BANK AT FIRST CHURCH | |||||||
| 350 W STATE STREET | MEDIA | PA | 19063 | PC | KIDS KITS - WEEKEND MEALS FOR CHILDREN (PILOT) | $10,000 | |
| MIRACLE LEAGUE OF NORTHAMPTON TOWNSHIP | |||||||
| PO BOX 453 | RICHBORO | PA | 189540453 | PC | REFURBISHMENT OF SOFTBALL AND MULTIPURPOSE FIELDS | $10,000 | |
| OLD ACADEMY PLAYERS | |||||||
| 3544 INDIAN QUEEN LANE | PHILADELPHIA | PA | 19129 | PC | THE OLD ACADEMY PLAYERS 2024-2025 SEASON | $10,000 | |
| PCMA GREATER PHILADELPHIA CHAPTER | |||||||
| PO BOX 517 | WYNNEWOOD | PA | 19096 | PC | THE ART OF PREPARATION: 250 YEARS OF PHILADELPHIA HOSPITALITY (WORKING TITLE) | $10,000 | |
| PEOPLE & STORIES GENTE Y CUENTOS | |||||||
| 475 WALL STREET SUITE 139 | PRINCETON | NJ | 08540 | PC | BRINGING LIGHT, LITERACY AND ALLEVIATING LONELINESS FOR SENIORS IN GREATER PHILADELPHIA | $10,000 | |
| PEOPLE'S LIGHT | |||||||
| 39 CONESTOGA ROAD | MALVERN | PA | 19355 | PC | ARTS DISCOVERY | $10,000 | |
| PHILADELPHIA BALLET | |||||||
| 323 N BROAD STREET | PHILADELPHIA | PA | 19107 | PC | HIGH SCHOOL CHOREOGRAPHIC MENTORSHIP PROGRAM | $10,000 | |
| PHILADELPHIA YOUTH ORGANIZATION | |||||||
| 6923 ARDLEIGH STREET | PHILADELPHIA | PA | 19119 | PC | ANDERSON MONARCHS GIRLS SPORTS ACADEMY | $10,000 | |
| PHILADELPHIA250 | |||||||
| 230 S BROAD STREET 17TH FLOOR | PHILADELPHIA | PA | 19102 | PC | WOMEN'S COMMITTEE FOR THE 250TH | $10,000 | |
| POLICE ATHLETIC LEAGUE OF PHILADELPHIA | |||||||
| 3658 BELGRADE STREET | PHILADELPHIA | PA | 19134 | PC | KEEPING YOUTH SAFE IN PHILADELPHIA | $10,000 | |
| PROJECT 440 | |||||||
| 1315 WALNUT STREET SUITE 320 | PHILADELPHIA | PA | 19107 | PC | DOING GOOD | $10,000 | |
| RESOLVE PHILLY | |||||||
| 699 RANSTEAD STREET SUITE 3 | PHILADELPHIA | PA | 19106 | PC | RESOLVE PHILLY STRENGTHENING COMMUNITIES WITH INFOHUB CAPTAINS | $10,000 | |
| RESTORE SALON SERVICES | |||||||
| 100 S BROAD STREET PO BOX 22688 | PHILADELPHIA | PA | 19110 | PC | KIDZ KUTZ | $10,000 | |
| ROCK AND SOUL FOREVER FOUNDATION | |||||||
| PO BOX 330 | LEONARDO | NJ | 07737 | PC | TEACHROCK: INCREASING STUDENT ENGAGEMENT THROUGH ARTS INTEGRATION | $10,000 | |
| RONALD MCDONALD HOUSE CHARITIES OF THE PHILADELPHIA REGION | |||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | IMPROVING FAMILIES WELL-BEING THROUGH CREATIVE THERAPIES AND PERFORMANCES | $10,000 | |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 3551 NORTH BROAD STREET | PHILADELPHIA | PA | 19140 | PC | 2024 SHRINERS CHILDREN'S WHEELCHAIR AND SEATING PROGRAM | $10,000 | |
| THE CARPENTERS' COMPANY OF THE CITY AND COUNTY OF PHILADELPHIA | |||||||
| 320 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | PC | YOUNG PEOPLE'S CONTINENTAL CONGRESS | $10,000 | |
| THEATRE EXILE | |||||||
| 1340 S 13TH STREET | PHILADELPHIA | PA | 19147 | PC | THEATRE EXILE'S 2024-2025 SEASON | $10,000 | |
| THEATRE PHILADELPHIA | |||||||
| 1315 WALNUT STREET SUITE 732 | PHILADELPHIA | PA | 19107 | PC | SYLVIA KAUDERS AWARD FOR OUTSTANDING SUPPORTING PERFORMANCE IN A PLAY | $10,000 | |
| THERAPEUTIC HORSEBACK RIDING INC DBA THORNCROFT EQUESTRIAN CENTER | |||||||
| 190 LINE ROAD | MALVERN | PA | 19355 | PC | THORNCROFT THERAPEUTIC HORSEMANSHIP SCHOLARSHIP PROGRAM | $10,000 | |
| TRANSPLANT FOUNDATION | |||||||
| 401 N 3RD STREET | PHILADELPHIA | PA | 19123 | PC | CAMP JEREMY | $10,000 | |
| WALNUT STREET THEATRE CORP | |||||||
| 825 WALNUT STREET | PHILADELPHIA | PA | 19107 | PC | WALNUT STREET THEATRE ADOPT-A-SCHOOL | $10,000 | |
| WOMEN'S OPPORTUNITIES RESOURCE CENTER | |||||||
| 2010 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | PC | LOW-INCOME FAMILY FINANCIAL STABILITY | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $370,000 | 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 | $3,546 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,890 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $261,972 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Exclusion | 15 | ExclusionCd |
| Exclusion | $3,055 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $419,463 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $419,463 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $4,200 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,200 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (15 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AT&T INC, 20,000 SH | $17,368 | $17,368 |
| BANK OF NOVA SCOTIA, 25,000 SH | $24,642 | $24,642 |
| CITIZENS FINANCIAL GROUP INC, 75,000 SH | $72,630 | $72,630 |
| DLR, 60,000 SH | $59,005 | $59,005 |
| ESSENTIAL UTILITIES INC, 55,000 SH | $48,957 | $48,957 |
| GOLDMAN SACHS GROUP, 65,000 SH | $64,945 | $64,945 |
| ISHARES 0-5 YEAR TIPS BOND ETF, 634 SH | $63,780 | $63,780 |
| ISHARES FLOATING RATE FUND, 1,290 SH | $65,635 | $65,635 |
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF, 2,145 SH | $94,766 | $94,766 |
| MASCO CORPORATION, 65,000 SH | $68,796 | $68,796 |
| NEXTERA ENERGY CAPITAL HOLDINGS, 65,000 SH | $56,272 | $56,272 |
| OKLAHOMA GAS AND ELECTRIC CO, 60,000 SH | $55,049 | $55,049 |
| PACIFICORP, 50,000 SH | $44,309 | $44,309 |
| PNC FINANCIAL, 75,000 SH | $72,686 | $72,686 |
| UNITED TECHNOLOGIES CORP, 75,000 SH | $74,612 | $74,612 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC ADR, 285 SH | $100,260 | $100,260 |
| AIR PRODS & CHEMS INC, 155 SH | $44,956 | $44,956 |
| ALPHABET INC, 499 SH | $94,461 | $94,461 |
| AON PLC, 175 SH | $62,853 | $62,853 |
| APPLE INC, 1,415 SH | $354,344 | $354,344 |
| AVANTIS EMERGING MARKETS EQUITY ETF, 3,562 SH | $209,410 | $209,410 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF, 2,240 SH | $145,779 | $145,779 |
| BLACKROCK INC, 210 SH | $215,273 | $215,273 |
| CHEVRON CORPORATION, 400 SH | $57,936 | $57,936 |
| COCA COLA CO, 825 SH | $51,365 | $51,365 |
| COSTCO WHSL CORP, 170 SH | $155,766 | $155,766 |
| EATON CORP PLC, 240 SH | $79,649 | $79,649 |
| HONEYWELL INTL INC, 560 SH | $126,498 | $126,498 |
| ISHARES CORE MSCI EAFE ETF, 4,170 SH | $293,068 | $293,068 |
| ISHARES CORE MSCI EMERGING MARKETS ETF, 5,000 SH | $261,100 | $261,100 |
| ISHARES MSCI USA QUALITY FACTOR ETF, 3,175 SH | $565,404 | $565,404 |
| ISHARES S&P MIDCAP ETF, 2,550 SH | $158,891 | $158,891 |
| ISHARES S&P SMALL-CAP ETF, 1,980 SH | $228,136 | $228,136 |
| JOHNSON & JOHNSON, 520 SH | $75,202 | $75,202 |
| JPMORGAN CHASE & CO, 585 SH | $140,230 | $140,230 |
| LILLY ELI & CO, 25 SH | $19,300 | $19,300 |
| LOWES COS INC, 380 SH | $93,784 | $93,784 |
| MASTERCARD INC, 370 SH | $194,831 | $194,831 |
| MCKESSON CORP, 95 SH | $54,141 | $54,141 |
| MEDTRONIC PLC ADR, 649 SH | $51,842 | $51,842 |
| MICROSOFT CORP, 800 SH | $337,200 | $337,200 |
| NEXTERA ENERGY INC, 1,185 SH | $84,953 | $84,953 |
| NVIDIA CORP, 403 SH | $54,119 | $54,119 |
| ORACLE CORP, 1,035 SH | $172,472 | $172,472 |
| PEPSICO INC, 555 SH | $84,393 | $84,393 |
| RTX CORP, 1,000 SH | $115,720 | $115,720 |
| S&P GLOBAL INC, 220 SH | $109,567 | $109,567 |
| STRYKER CORP, 166 SH | $59,768 | $59,768 |
| TEXAS INSTRS INC, 410 SH | $76,879 | $76,879 |
| THERMO FISHER SCIENTIFIC INC, 150 SH | $78,035 | $78,035 |
| TJX COS INC NEW, 825 SH | $99,668 | $99,668 |
| UNITED PARCEL SERVICE INC, 190 SH | $23,959 | $23,959 |
| UNITEDHEALTH GROUP INC, 170 SH | $85,996 | $85,996 |
| VANGUARD FTSE EUROPE ETF, 1,614 SH | $102,441 | $102,441 |
| VANGUARD FTSE PACIFIC ETF, 2,050 SH | $145,632 | $145,632 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $165,330 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $165,330 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $32,971 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $32,971 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,000 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $15 | $15 | $0 |
| OFFICE SUPPLIES | $380 | $0 | $0 |
| PURCHASE OF ACCRUED INTEREST | $2,149 | $2,149 | $0 |
| AMORTIZATION OF BOND PREMIUM | $3,532 | $3,532 | $0 |
| INSURANCE | $698 | $0 | $698 |
| INFORMATION TECHNOLOGY | $1,994 | $0 | $1,994 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROYALTIES | Desc |
| Revenue And Expenses Per Books | $3,055 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $3,055 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $348,139 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $46,217 | $46,217 | $0 |
| FOUNDATION MANAGEMENT FEES | $70,019 | $0 | $70,019 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,180 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |