WILT CHAMBERLIN MEMORIAL FUND INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- WILT CHAMBERLIN MEMORIAL FUND INC (EIN 23-3100335)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-04
- IRS object ID
- 201721249349100412
- Schema version
- 2015v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-04T09:56:43-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 111986323 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARCUM LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET 32ND FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233100335 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILT CHAMBERLAIN MEMORIAL FUND INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILT | BusinessNameControlTxt |
| Phone | 6106772299 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 HARBOUR BLVD | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT O'NEIL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6106772299 | PhoneNum |
| Signature | 2017-04-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS MCGLONE | PreparerPersonNm |
| PTIN | P00029799 | PTIN |
| Phone | 2152972100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $2,245,000 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,676 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $47,850 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,850 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$6,678 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $317,094 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $44,848 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $47,850 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,402 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $6,402 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $6,950 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $24,820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,159 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,398 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,172 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,159 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $8,800 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $55,172 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,159 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$10,324 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $36,691 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $20,459 | CashBOYAmt |
| Cash EOY | $12,279 | CashEOYAmt |
| Cash EOYFMV | $12,279 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $132,647 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $112,662 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $112,662 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $68,221 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $66,580 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $66,580 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $904,237 | CorporateStockBOYAmt |
| Corporate Stock EOY | $899,574 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $899,574 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $888,903 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $848,122 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $848,122 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $305,783 | OtherAssetsBOYAmt |
| Other Assets EOY | $305,783 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $305,783 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,320,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,245,000 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,245,000 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $105,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $81,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $105,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $81,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $2,215,250 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,164,000 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,215,250 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,164,000 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,320,250 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,245,000 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,215,250 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$10,324 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,204,926 | SubtotalAmt |
| Other Decreases | $40,926 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,164,000 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| ISHARES EPAC SELECT INDEX | P | 2015-08-19 | $42,818 | $51,323 | -$8,505 | -$8,505 |
| CVS HEALTH CORP | P | 2015-08-24 | $10,055 | $3,675 | $6,380 | $6,380 |
| QUALCOMM INC | P | 2015-08-24 | $13,795 | $13,262 | $533 | $533 |
| DISNEY WALT | P | 2015-08-27 | $10,110 | $3,268 | $6,842 | $6,842 |
| MEDTRONIC INC. | P | 2015-10-06 | $622 | $515 | $107 | $107 |
| EGSHARES EM CONSUMER ETF | P | 2015-12-07 | $42,464 | $46,575 | -$4,111 | -$4,111 |
| VANGUARD MSCI EUROPE PACIFIC | P | 2015-12-07 | $74,771 | $80,033 | -$5,262 | -$5,262 |
| VANGUARD FTSE ALL WORLD SMALL CAP ETF | P | 2015-12-07 | $9,478 | $10,377 | -$899 | -$899 |
| GRAINGER INC | P | 2015-12-08 | $19,515 | $24,212 | -$4,697 | -$4,697 |
| ST GAIN DIV - ISHARES BARCLAYS | P | 2015-12-07 | $152 | $152 | $152 | |
| AMERICAN EXPRESS | P | 2016-02-02 | $24,134 | $36,119 | -$11,985 | -$11,985 |
| UNION PACIFIC CORP | P | 2016-02-02 | $21,547 | $14,490 | $7,057 | $7,057 |
| EATON CORPORATION | P | 2016-02-02 | $14,774 | $15,309 | -$535 | -$535 |
| CHEVRON CORPORATION | P | 2016-03-23 | $32,859 | $24,614 | $8,245 | $8,245 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$6,678 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $72,254 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,981,439 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.036465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $139,458 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,655,384 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.084245 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,578 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,439,219 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.040006 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $57,435 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,456,106 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.039444 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $26,080 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,467,053 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.017777 | DistributionYr5Rt |
| Total Distribution | 0.217937 | TotalDistributionRt |
| Average Distribution | 0.043587 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,876,612 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $81,796 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $367 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $82,163 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $54,800 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $734 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $734 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $734 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $20 | EsPenaltyAmt |
| Tax Due | $754 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDREW SPEISER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106772299 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 HARBOUR BLVD | AddressLine1Txt |
| City | CAMDEN | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08103 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| STEPHEN A COZEN | ||||||||
| 1650 MARKET STREET | PHILADELPHIA | PA | 19103 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| WILLIAM CUNNINGHAM | ||||||||
| 1325 CLUBHOUSE ROAD | JUPITER ISLAND | FL | 33469 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ANDREW SPEISER | ||||||||
| 55 HARBOUR BLVD | CAMDEN | NJ | 08103 | TREASURER | 0.00 | $0 | $0 | $0 |
| BARBARA A LEWIS | ||||||||
| 1412 WEST 93RD STREET | LOS ANGELES | CA | 90047 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SCOTT O'NEIL | ||||||||
| 55 HARBOUR BLVD | CAMDEN | NJ | 08103 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| LARA PRICE | ||||||||
| 55 HARBOUR BLVD | CAMDEN | NJ | 08103 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| CARLOS MONTOYA | ||||||||
| 55 HARBOUR BLVD | CAMDEN | NJ | 08103 | SECRETARY | 0.00 | $0 | $0 | $0 |
| AMY HEVER | ||||||||
| 55 HARBOUR BLVD | CAMDEN | NJ | 08103 | EXECUTIVE DIRECTOR | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS PROVIDED TO ATHLETICALLY AND ACADEMICALLYTALENTED STUDENTS IN THE METROPOLITAN PHILA AREA | Description1Txt |
| Expenses1 | $41,000 | Expenses1Amt |
| Description2 | SONNY HILL BASKETBALL LEAGUE CONTRIBUTIONS IN THE METROPOLITAN PHILA AREA | Description2Txt |
| Expenses2 | $5,000 | Expenses2Amt |
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 | $1,773,518 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,672 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,905,190 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,905,190 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,578 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,876,612 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $93,831 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $93,831 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $734 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $734 | TotalTaxAmt |
| Distributable Before Adj | $93,097 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $93,097 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $93,097 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $54,800 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $54,800 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $93,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $17,153 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $17,153 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,800 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $17,153 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $17,153 | 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 | $21,144 | 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 | WILT CHAMBERLAIN MEMORIAL FUND CO A | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 CRESCENT DRIVE SUITE 300 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6106772299 | RecipientPhoneNum |
| Form And Info And Materials | SCHOLARSHIP PACKET INFORMATION FORM (GPA/TRANSCRIPT, ESSAY, REFERENCES) | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | MAY 15 | SubmissionDeadlinesTxt |
| Restrictions On Awards | $8,000 MAXIMUM PAYABLE TO ANY COLLEGE/UNIVERSITY OVER 4 YEARS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | VARIOUS 501C3 ORGANIZATIONS | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | AVAILABLE UPON REQUEST | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | COLLEGE SCHOLARSHIPS / BASKETBALL LEAGUE | GrantOrContributionPurposeTxt |
| Amt | $46,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,000 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,850 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | -$6,676 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $47,850 | ExclusionAmt |
| Related Or Exempt Function Incm | -$6,676 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $41,174 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (6 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | THE SOURCE OF DIVIDEND INCOME IS AN INVESTMENT ACCOUNT AT THE |
| 4 | HAVERFORD TRUST COMPANY. THIS INCOME PRODUCING ACTIVITY IS |
| 4 | INCIDENTAL TO THE FOUNDATION'S OPERATIONS. |
| 8 | THE CAPITAL GAIN IS FROM AN INVESTMENT ACCOUNT AT THE |
| 8 | HAVERFORD TRUST COMPANY. THIS GAIN IS INCIDENTAL TO THE |
| 8 | FOUNDATION'S OPERATIONS. |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $6,402 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $6,402 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $899,574 | EOYBookValueAmt |
| EOYFMV | $899,574 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $66,580 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $66,580 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $848,122 | BookValueAmt |
| EOYFMV | $848,122 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSIT - MEMORIAL STATUE | Desc |
| BOY Book Value | $305,783 | BOYBookValueAmt |
| EOY Book Value | $305,783 | EOYBookValueAmt |
| EOYFMV | $305,783 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) ON INVESTMENTS | Desc |
| Amt | $40,926 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE EXP | $2,053 | $0 | $0 | $2,053 |
| BANK FEES | $345 | $0 | $0 | $345 |
| INVESTMENT CO FEES | $11,159 | $11,159 | $0 | $0 |
| MISCELLANEOUS | $11,263 | $0 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE | $15 | $0 | $0 | $0 |
| FEDERAL | $6,935 | $0 | $0 | $0 |