STRUTHERS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- STRUTHERS FAMILY FOUNDATION (EIN 51-0392526)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-29
- IRS object ID
- 201702419349100105
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-29T09:33:37-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4250 Lancaster Pike Suite 120 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | 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 | 510392526 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Struthers Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RICHARD K STRUTHERS | InCareOfNm |
| Business Name Control | STRU | BusinessNameControlTxt |
| Phone | 3024536350 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Old Kennett Road | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198071520 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD K STRUTHERS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3024536350 | PhoneNum |
| Signature | 2017-08-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Cameron B McDonald | PreparerPersonNm |
| PTIN | P01266915 | PTIN |
| Phone | 3026565500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.27.8.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 51104620172415000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-08-29 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 1AD2FCF2D2F0F01FBDB8E3562F4FB74C34BCC5D3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1AD2FCF2D2F0F01FBDB8E3562F4FB74C34BCC5D3 | 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,724,722 | 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 | $65,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $158 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $158 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $19,401 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $19,401 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$4,590 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,381,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $79,969 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $19,559 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $8,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,482 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,482 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $484 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $427 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,031 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,006 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $89 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $30,447 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $16,715 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $393,357 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $393,357 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $423,804 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $16,715 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $395,246 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$343,835 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $535,771 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,132,076 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,132,076 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,447,948 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,006,693 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,110,175 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,013,902 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $509,202 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $482,471 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,761 | OtherAssetsEOYAmt |
| Total Assets BOY | $2,997,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,649,732 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,724,722 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Additional Paid In Capital BOY | $2,400 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $2,400 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $2,995,221 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,647,332 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,997,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,649,732 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,997,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,649,732 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,997,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$343,835 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,755 | OtherIncreasesAmt |
| Subtotal | $2,656,541 | SubtotalAmt |
| Other Decreases | $6,809 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,649,732 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| .0470 SHS LORD ABBETT FLOATING RATE FUND CL F | 2016-01-29 | 2016-01-29 | $0 | $0 | $0 | $0 | |
| ML #04035 LT COVERED TRANSACTIONS | 2016-12-31 | $98,947 | $107,493 | -$8,497 | -$8,546 | ||
| ML #04035 LT NONCOVERED TRANSACTIONS | 2016-12-31 | $416,565 | $430,120 | -$13,555 | -$13,555 | ||
| ML #02452 ST COVERED TRANSACTIONS | 2016-12-31 | $42,751 | $57,781 | -$15,030 | -$15,030 | ||
| ML #02452 LT COVERED TRANSACTIONS - BASIS ADJUSTMENT | 2016-12-31 | $720,976 | $516,990 | -$3,390 | $203,986 | ||
| ML #02452 LT NONCOVERED TRANSACTIONS | 2016-12-31 | $64,503 | $26,990 | $37,513 | $37,513 | ||
| ML #02452 SUPPLEMENTAL 1099 - ST NONCOVERED SALES | 2016-01-06 | 2016-11-22 | $19,602 | $17,792 | $1,810 | $1,810 | |
| ML #02452 SUPPLEMENTAL 1099 - LT NONCOVERED TRANSACTIONS | 2016-11-22 | $14,994 | $21,865 | -$6,871 | -$6,871 | ||
| POWERSHARES DB COMMODITY INDEX - BOX 11C | 2016-12-31 | $593 | $0 | $593 | $593 | ||
| POWERSHARES DB COMMODITY INDEX - BOX 11C | 2016-12-31 | $395 | $395 | $395 | |||
| CAPITAL GAIN DIVIDENDS | $2,357 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$4,590 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $451,014 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,757,017 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.163588 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $481,600 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,197,100 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.219198 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $932,971 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,417,782 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.385879 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $459,093 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,770,077 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.165733 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $171,395 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,963,290 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.057839 | DistributionYr5Rt |
| Total Distribution | 0.992237 | TotalDistributionRt |
| Average Distribution | 0.198447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,769,878 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $549,674 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $28 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $549,702 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $395,246 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $57 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $57 | SubtotalAmt |
| Tax Based On Investment Income | $57 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,818 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,818 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,761 | OverpaymentAmt |
| Applied To ES Tax | $1,761 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RICHARD K STRUTHERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3024536350 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 OLD KENNETT ROAD | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198071520 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| Richard K Struthers | ||||||||
| 900 Old Kennett Road | Greenville | DE | 198071520 | President & Treasurer | 0 | $0 | $0 | $0 |
| Sharon M Struthers | ||||||||
| 900 Old Kennett Road | Greenville | DE | 198071520 | Vice President & Secretary | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,731,975 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,080,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,812,059 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,812,059 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,181 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,769,878 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $138,494 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $138,494 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $57 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $57 | TotalTaxAmt |
| Distributable Before Adj | $138,437 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $138,437 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $138,437 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $395,246 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $395,246 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $395,246 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $138,437 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $25,642 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $322,351 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $819,636 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $374,505 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $314,458 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,856,592 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $395,246 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $138,437 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $256,809 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,113,401 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $25,642 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,087,759 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $322,351 | ExcessFromYear4Amt |
| Excess From Year3 | $819,636 | ExcessFromYear3Amt |
| Excess From Year2 | $374,505 | ExcessFromYear2Amt |
| Excess From Year1 | $314,458 | ExcessFromYear1Amt |
| Excess From Current Year | $256,809 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | RICHARD K STRUTHERS | ContributingManagerNm |
| Contributing Manager | SHARON M STRUTHERS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Delaware Community Foundation | ||||||||
| PO Box 1636 | Wilmington | DE | 19899 | None | PC | to make delaware a better place to live and work | $1,000 | |
| Faithful Friends | ||||||||
| 12 Germay Drive | Wilmington | DE | 19804 | None | PC | to reduce the homeless population of dogs and cats | $53,170 | |
| Hockessin Fire Company | ||||||||
| 1225 old lancaster pike | Hockessin | DE | 19707 | None | PC | to support operating costs, including equipment maintenance, training and personal protective gear | $500 | |
| Nativity Preparatory School of Wilmington | ||||||||
| 1515 Linden Street | Wilmington | DE | 19805 | None | PC | To provide education to middle school boys of low-income families at no cost | $5,000 | |
| sanford school | ||||||||
| po box 888 | Hockessin | DE | 19707 | None | PC | to identify and develop the intellectual and creative talents of a diverse group of students | $121,000 | |
| delaware nature society inc | ||||||||
| po box 700 | hockessin | DE | 19707 | none | PC | To foster understanding, appreciation and enjoyment of the natural world through education; preserve ecologically significant areas; and advocate stewardship and conservation | $21,000 | |
| delaware breast cancer coalition | ||||||||
| 111 west 11th street suite 3 | wilmington | DE | 19801 | none | PC | to fight against breast cancer | $1,000 | |
| Penn State University | ||||||||
| 1 Old Main | University park | PA | 16802 | NONE | PC | To support a premiere institution of higher education | $110,000 | |
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | NONE | PC | to reduce the homeless population of dogs and cats | $150 | |
| WIDENER UNIVERSITY | ||||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | none | PC | TO SUPPORT A PREMIER INSTITUTION OF HIGHER EDUCATION | $1,000 | |
| CENTRE COUNTY PAWS | ||||||||
| 1401 Trout Road | State College | PA | 16801 | None | PC | To find forever homes for cats and dogs and educating citizens on responsible pet ownership. | $600 | |
| CHESAPEAKE BAY MARITIME MUSEUM | ||||||||
| 213 N Talbot Street | St Michaels | MD | 21663 | none | PC | To explore and preserve the history, environment and people of the Chesapeake Bay. | $1,100 | |
| DELAWARE GRANTMAKERS ASSOCIATION | ||||||||
| 100 West 10th Street | Wilmington | DE | 19801 | None | PC | To strengthen philanthropy in Delaware through public education and advocacy and to grow the number of institutional donors supporting Delaware nonprofits. | $500 | |
| DELAWARE HISTORICAL SOCIETY | ||||||||
| 505 N Market Street | Wilmington | DE | 19801 | None | PC | To create a society inspired and empowered by Delaware history to shape the future. | $650 | |
| American Cancer Society | ||||||||
| 250 Williams Street NW | Atlanta | GA | 30303 | NONE | PC | To eliminate cancer as a major health problem by preventing cancer, saving lives, and diminishing suffering from cancer through research, education, advocacy, and service. | $50 | Suite 400 |
| Cancer Support Community | ||||||||
| 4810 Lancaster Pike | Wilmington | DE | 19807 | None | PC | To ensure that all people impacted by cancer are empowered by knowledge, stregthened by action and sustained by community. | $400 | |
| Christ Church Christiana Hundred | ||||||||
| 505 Buck Road | Wilmington | DE | 19807 | None | PC | To assist religious organization with their mission. | $3,000 | |
| The Fund for Women | ||||||||
| PO Box 15101 | Newark | DE | 19711 | None | PC | To provide to causes that benefit girls and women each year in Delaware | $500 | |
| James Madison University | ||||||||
| 800 S Main Street | Harrisonburg | VA | 22807 | None | PC | To help local, talented children become the first in their families to earn their college degree. | $29,200 | |
| RSTTA | ||||||||
| 1101 N Market Street | Wilmington | DE | 19801 | None | PC | To provide after-school care and out-of-school progams for children. | $250 | |
| CLASSIC MOTOR MUSEUM | ||||||||
| 102 Marengo Street | St Michaels | MD | 21663 | none | PC | To provide access to automotive history through the display of classic vehicles of all types. | $1,000 | |
| ST MICHAELS FIRE DEPARTMENT | ||||||||
| 1001 S Talbot Street | St Michaels | MD | 21663 | NONE | PC | To provide high quality professional fire and emergency medical services and education. | $500 | |
| BACK MOUNTAIN FOOD PANTRY | ||||||||
| 40 Knob Hill Rd | Trucksville | PA | 18708 | NONE | PC | To distrbute food to the needy. | $250 | |
| BRANDYWINE BAROQUE INC | ||||||||
| 1205 N Orange Street | Wilmington | DE | 19801 | NONE | PC | To educate and entertain the public by presenting a series of baroque music concerts. | $250 | |
| CANINE PARTNERS FOR LIFE | ||||||||
| 334 Faggs Manor Rd PO Box 170 | Cochranville | PA | 19330 | NONE | PC | To increase the independence and quality of life of individuals with physical, developmental, and cognitive disabilities or who are in other situations of need. | $200 | |
| CLEMSON UNIVERSITY (IPTAY) | ||||||||
| PO BOX 1529 | CLEMSON | SC | 29633 | NONE | SO-DP | To support Clemson University athletic programs | $2,500 | |
| THE COMPASSIONATE CARE HOSPICE FOUNDATION INC | ||||||||
| 248 E Chestnut Hill Rd No 4 | Newark | DE | 19713 | NONE | PC | To provide the resources necessary to support the extraordinary needs of hospice patients and their families, thereby affirming the commitment to quality of life. | $200 | |
| University of Delaware | ||||||||
| 413 Academy Street | Newark | DE | 19716 | NONE | SO-DP | To support a premier institution of higher education. | $1,000 | Room 250 |
| DENVER POST COMMUNITY FOUNDATION | ||||||||
| 5990 Washington Street | Denver | CO | 80216 | NONE | PC | To improve and enrich life through support of programs that benefit children, the arts, literature, and education, and the provision of basic human services. | $500 | |
| Farm Sanctuary | ||||||||
| 3100 Aikens Road / PO Box 150 | Watkins Glen | NY | 14891 | NONE | PC | To protect farm animals from cruelty, inspire change in the way society views and treats farm animals, and promote compassionate vegan living. | $75 | |
| NO KILL LAW & ADVOCACY CENTER | ||||||||
| 6114 La Salle Ave STE 837 | Oakland | CA | 94611 | NONE | PC | To end the systematic killing of animals in shelters through direct assistance, consultations, advocacy, legislation, litigation, conferences, seminars, publications, studies and more. | $12 | |
| THE RACE FOR EDUCATION INC | ||||||||
| 1818 Versailles Road | Lexington | KY | 40504 | NONE | PC | To provide opportunities for educational success for young people with significant needs. | $50 | |
| ST MARY'S COLLGE OF MARYLAND FOUNDATION INC | ||||||||
| 18952 EAST FISHER ROAD | ST MARYS CITY | MD | 20686 | NONE | SO-DP | To provide financial support to the students, faculty, and staff of St Mary's College of Maryland. | $30,000 | |
| Christmas Shop Foundation | ||||||||
| PO Box 4184 | Wilmington | DE | 19807 | NONE | PC | To benefit the community at large by contributing to various non profit organizations. | $1,000 | |
| CHRISTIANA CARE HEALTH SYSTEM INC | ||||||||
| 501 W 14th Street | Wilmington | DE | 19801 | NONE | PC | To support the charitable healthcare, research and educational services provided by the Christiana Care Health System affliaties. | $1,000 | |
| GRAND OPERA HOUSE INC | ||||||||
| 818 N Market Street | Wilmington | DE | 19801 | NONE | PC | TO ENTERTAIN AND ENGAGE ITS COMMUNITIES THROUGH EXCEPTIONAL, DIVERSE LIVE PERFORMANCES AND EDUCATIONAL OUTREACH COMMITTED TO BROAD ACCESSIBILITY AND SOUND FINANCIAL MANAGEMENT. TO ENHANCE REGIONAL QUALITY OF LIFE AND CONTRIBUTE TO A THRIVING DOWNTOWN WILMINGTON AS A STEWARD OF A HISTORIC DELAWARE THEATER THAT IS HOME TO SEVERAL VALUED ARTS GROUPS, AND TO AFFIRM THE ARTS' VITAL ROLE WITHIN OUR COMMUNITIES TO PROMOTE GREATER UNDERSTANDING AND LIFT THE HUMAN SPIRIT. | $2,500 | |
| MILES RIVER FOUNDATION INC | ||||||||
| 606A North Talbot Street 115 | St Michaels | MD | 21663 | NONE | PC | To support youth-oriented competitive sailing, swimming, and maritime-focused educational activities in the Chesapeake Bay region. | $1,000 | |
| CHESAPEAKE BAY FOUNDATION INC | ||||||||
| 6 Herndon Avenue | Annapolis | MD | 21403 | NONE | PC | To save the Chesapeake bay. | $1,000 | |
| Brandywine Conservancy and Museum of Art | ||||||||
| PO Box 141 | Chadds Ford | PA | 19317 | NONE | PC | To preserve and wisely use natural and cultural resources to provide health, education, beauty and increased quality of life for individuals and communities. | $250 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $393,357 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $158 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $19,401 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$4,590 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $14,969 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $14,969 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
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 Person | Richard K Struthers Grantor CLAT | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 900 Old Kennett Road | AddressLine1Txt |
| City | Greenville | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $65,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION FEE | $4,850 | ||
| OTHER ACCOUNTING FEES | $3,600 | $1,800 | $1,800 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MERRILL LYNCH 04035 - EQUITIES | $347,713 | $376,328 |
| MERRILL LYNCH 02452 - EQUITIES | $658,980 | $733,847 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ML 04035 - MUTUAL FUNDS | AT COST | $426,735 | $408,066 |
| ML 02452 - MUTUAL FUNDS | AT COST | $82,467 | $74,405 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL OVERPAYMENT APPLIED | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $1,761 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| NON-DIVIDEND DISTRIBUTIONS | $4,334 |
| K-1 PRIOR PERIOD ADJUSTMENT | $2,475 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| BANK FEES | $89 | |
| CURRENT BSKT STEPUP ISS BAC - | $8,942 | $2,006 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL OVERPMT APPLIED PRIOR PERIOD ADJ | $1,818 |
| PRIOR PERIOD OTHER ADJUSTMENT | $937 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ML 04035 - FEES | $3,270 | $3,270 |
| ML 02452 - FEES | $8,880 | $8,880 |
| ML 02451 - FEES | $150 | $150 |
| POWERSHARES FEES | $60 | $60 |
| ML 02452 SUPPLEMENTAL - FEES | $122 | $122 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ML 02452 - FOREIGN TAXES | $427 | $427 |
| EXCISE TAX | $57 |