DAVID A AND HELEN P HORN CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DAVID A AND HELEN P HORN CHARITABLE TR (EIN 20-8091817)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-06-27
- IRS object ID
- 201701789349100215
- Schema version
- 2016v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-27T13:36:53-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232017412 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHER & GREINER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 ARCH STREET 35TH FL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037393 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208091817 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORN DAVID A & HELEN P CHARITABLE TRUST | BusinessNameLine1Txt |
| Business Name Line2 | ARCHER & GREINER | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HORN | BusinessNameControlTxt |
| Phone | 2152463132 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O KE AHL-1717 ARCH ST NO 35TH | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KENNETH E AHL | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 2152463132 | PhoneNum |
| Signature | 2017-06-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNY LEWIS MARZIANO | PreparerPersonNm |
| PTIN | P00068015 | PTIN |
| Phone | 2156651540 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.207.105.238 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-06-27 | IPDt |
| IP Tm | 14:36:39 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 7B5370A49AD1D226C590D113FA2EF57A9DB1A054 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,292,812 | 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 | $50,289 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $50,289 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,050 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $672,880 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,050 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $60,339 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,339 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $13,529 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $13,529 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $9,685 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,685 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,311 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,311 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,525 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $25,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $197,525 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $25,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $172,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$137,186 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $34,814 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $39,401 | CashBOYAmt |
| Cash EOY | $57,342 | CashEOYAmt |
| Cash EOYFMV | $57,342 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,866,130 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,785,268 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,170,978 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $605,722 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $606,124 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $570,382 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $547,040 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $502,192 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $494,110 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,058,293 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,950,926 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,292,812 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $3,058,293 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,950,926 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,058,293 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,950,926 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,058,293 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,950,926 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,058,293 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$137,186 | ExcessRevenueOverExpensesAmt |
| Other Increases | $29,819 | OtherIncreasesAmt |
| Subtotal | $2,950,926 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,950,926 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| GLENMEDE TRUST-SEE ATTACHED | P | $149,607 | $155,463 | -$5,856 | -$5,856 |
| GLENMEDE TRUST-SEE ATTACHED | P | $353,204 | $364,678 | -$11,474 | -$11,474 |
| GLENMEDE TRUST-SEE ATTACHED | P | $142,242 | $142,689 | -$447 | -$447 |
| CAPITAL GAINS DIVIDENDS | P | $27,827 | $27,827 | $27,827 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,050 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $179,982 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,464,092 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.051956 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $170,010 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,642,355 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046676 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $163,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,506,790 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046481 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $159,042 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,309,559 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048055 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $123,844 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,244,996 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.038165 | DistributionYr5Rt |
| Total Distribution | 0.231333 | TotalDistributionRt |
| Average Distribution | 0.046267 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,289,454 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $152,193 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $348 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $152,541 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $172,000 | 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 | $348 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $348 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $348 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,040 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,040 | TotalPaymentsAndCreditsAmt |
| Overpayment | $692 | OverpaymentAmt |
| Applied To ES Tax | $692 | 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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | KENNETH E AHL ESQUIRE | IndividualWithBooksNm |
| Phone | 2152463132 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 ARCH ST 35TH FL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| KENNETH E AHL | ||||||||
| 1717 ARCH ST -35TH FLOOR | PHILADELPHIA | PA | 191037393 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| HELEN H BICKELL | ||||||||
| 1014 CIRCLE ON THE GREEN | COLUMBUS | OH | 43235 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| CAROLYN H SEIDLE | ||||||||
| 20 STURBRIDGE LANE | WAYNE | PA | 19087 | TRUSTEE | 0.00 | $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 | $3,226,462 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $113,085 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,339,547 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,339,547 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $50,093 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,289,454 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $164,473 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $164,473 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $348 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $348 | TotalTaxAmt |
| Distributable Before Adj | $164,125 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $164,125 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $164,125 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $172,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $348 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $171,652 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $164,125 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $171,876 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $172,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $171,876 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $124 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $164,001 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | KENNETH E AHL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1717 ARCH STREET-35TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037393 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2152463132 | RecipientPhoneNum |
| Recipient Email Address | KAHL@ARCHERLAW.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | LETTER FORM | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF VOCAL ARTS | |||||||
| 1920 SPRUCE STREET | PHILADELPHIA | PA | 19103 | N/A | PUBLIC CHARITY | FELLOWSHIP FOR RESIDENT ARTISTS | $35,000 |
| CHRISTIAN APPALACHIAN PROJECT | |||||||
| 485 PONDEROSA DR | PAINTSVILLE | KY | 41240 | N/A | PUBLIC CHARITY | HOUSING REPAIR PROGRAM | $21,000 |
| GODMAN GUILD ASSOCIATION | |||||||
| 303 EAST SIZTH AVENUE | COLUMBUS | OH | 43201 | N/A | PUBLIC CHARITY | ACES PROGRAM | $26,000 |
| OHIO HISTORY CONNECTION | |||||||
| 800 EAST 17TH AVE | COLUMBUS | OH | 43211 | N/A | PUBLIC CHARITY | VISITOR CENTER BUILDING | $60,000 |
| BOYS & GIRLS CLUB OF PHILADELPHIA | |||||||
| 1518 WALNUT STSUITE 712 | PHILADELPHIA | PA | 19102 | N/A | PUBLIC CHARITY | WORLD WAR I INSTALLATION | $5,000 |
| WHEATON ARTS & CULTURAL CENTER | |||||||
| 1501 GLASSTOWN RD | MILLVILLE | NJ | 08332 | N/A | PUBLIC CHARITY | CAPITAL REPAIRS FOR ARTS & CULTURAL CENTER | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $50,289 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,050 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $60,339 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,339 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | PROVIDED FUNDS FOR CHARITABLE PURPOSES |
| 7 | PROVIDED FUNDS FOR CHARITABLE PURPOSES |
| 8 | PROVIDED FUNDS FOR CHARITABLE PURPOSES |
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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $606,124 | EOYBookValueAmt |
| EOYFMV | $570,382 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $1,785,268 | EOYBookValueAmt |
| EOYFMV | $2,170,978 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OTHER INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $502,192 | BookValueAmt |
| EOYFMV | $494,110 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ARCHER&GREINER | CategoryTxt |
| Legal Fees | $13,529 | LegalFeesAmt |
| Net Investment Income | $13,529 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | STOCK VALUE ADJUSTMENT | Desc |
| Amt | $29,819 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GLENMEDE INV MGMT FEES | $9,544 | $9,544 | $0 |
| ADR FEES | $141 | $141 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAX | $1,253 | $1,253 | $0 |
| INCOME TAXES ESTIMATES | $1,058 | $1,058 | $0 |