WILT CHAMBERLIN MEMORIAL FUND INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILT CHAMBERLIN MEMORIAL FUND INC (EIN 23-3100335)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201601379349102310
- Schema version
- 2014v6.0
- 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
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T11:35:36-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | 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 | 2014-07-01 | 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 | 6109415400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FOUR FALLS CORP CTR NO 400 | AddressLine1Txt |
| City | CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194280800 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN COZEN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 6109415400 | PhoneNum |
| Signature | 2016-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JUSTIN NEPO | PreparerPersonNm |
| PTIN | P00659704 | PTIN |
| Phone | 2152972100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,320,250 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,660 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,511 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,511 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,398 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $168,728 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,398 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $366,845 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $366,845 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $449,414 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $446,754 | 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 | $8,916 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,916 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $3,911 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $14,384 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,126 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,338 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,211 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,126 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,254 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $61,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $61,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $88,211 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,126 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $72,254 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $361,203 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $435,628 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,375 | CashBOYAmt |
| Cash EOY | $20,459 | CashEOYAmt |
| Cash EOYFMV | $20,459 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $29,699 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $132,647 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $132,647 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $69,630 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $68,221 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $68,221 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $832,820 | CorporateStockBOYAmt |
| Corporate Stock EOY | $904,237 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $904,237 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $729,255 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $888,903 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $888,903 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $305,783 | OtherAssetsBOYAmt |
| Other Assets EOY | $305,783 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $305,783 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,980,562 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,320,250 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,320,250 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $85,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $105,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $85,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $105,000 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,895,062 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,215,250 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,895,062 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,215,250 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,980,562 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,320,250 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,895,062 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $361,203 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,256,265 | SubtotalAmt |
| Other Decreases | $41,015 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,215,250 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (9 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| APPLE INC. | P | 2014-09-04 | $5,090 | $3,294 | $1,796 | $1,796 |
| COVIDIEN PLC | P | 2014-09-30 | $35,497 | $19,297 | $16,200 | $16,200 |
| INTERNATIONAL BUSINESS MACHINES | P | 2014-11-03 | $24,528 | $19,163 | $5,365 | $5,365 |
| MCDONALDS CORP. | P | 2014-11-03 | $20,779 | $13,996 | $6,783 | $6,783 |
| LT GAIN DIV ON ISHARES DOW JONES EPAC SELECT DIV. INDEX FUND | P | 2014-12-29 | $488 | $488 | $488 | |
| MEDTRONIC INC. | P | 2014-01-29 | $15,023 | $14,566 | $457 | $457 |
| QUALCOMM INC. | P | 2015-02-03 | $15,764 | $13,973 | $1,791 | $1,791 |
| VANGUARD REIT ETF | P | 2015-03-10 | $29,127 | $23,344 | $5,783 | $5,783 |
| ISHARES MSCI CANADA INDEX FUND | P | 2015-04-14 | $22,432 | $22,697 | -$265 | -$265 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,398 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $139,458 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,655,384 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.084245 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,578 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,439,219 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040006 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $57,435 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,456,106 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039444 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $26,080 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,467,053 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.017777 | DistributionYr4Rt |
| Total Distribution | 0.181472 | TotalDistributionRt |
| Average Distribution | 0.045368 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,981,439 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,894 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,356 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $94,250 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $72,254 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,713 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,713 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $43 | EsPenaltyAmt |
| Tax Due | $8,756 | 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 | PATRICIA DOLAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6109415400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SAME AS FOUNDATION | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | 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 | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| STEPHEN A COZEN | |||||||||
| 1650 MARKET STREET | PHILA | PA | 19103 | CHAIRMAN | 1.00 | $0 | $0 | $0 | |
| WILLIAM CUNNINGHAM | |||||||||
| 1325 CLUBHOUSE ROAD | GLADWYNE | PA | 19035 | PRESIDENT | 0.00 | $0 | $0 | $0 | |
| PATRICIA DOLAN | |||||||||
| 200 FOUR FALLS CORPORATE CENTER | WEST CONSHOHOCKEN | PA | 19428 | TREASURER | 0.00 | $0 | $0 | $0 | SUITE 400 |
| BARBARA A LEWIS | |||||||||
| 1412 WEST 93RD STREET | LOS ANGELES | CA | 90047 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| JOHN CHANEY | |||||||||
| 7003 SPRAGUE STREET | PHILA | PA | 19119 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| SONNY HILL | |||||||||
| 429 SOUTH 50TH STREET | PHILA | PA | 19143 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| SEYMOUR GOLDBERG | |||||||||
| 13470 WASHINGTON BLVD SUITE 201 | MARINA DEL RAY | CA | 90292 | DIRECTOR | 0.00 | $0 | $0 | $0 | |
| ZELDA SPOELSTRA | |||||||||
| 645 FIFTH AVENUE OLYMPIC TOWER C/O | NEW YORK | NY | 10022 | DIRECTOR | 0.00 | $0 | $0 | $0 | NBA ALUMNI RELATIONS |
| 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 | $41,500 | Expenses1Amt |
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 | $1,818,417 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $193,196 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,011,613 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,011,613 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,174 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,981,439 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $99,072 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $99,072 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,713 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,713 | TotalTaxAmt |
| Distributable Before Adj | $90,359 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $90,359 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $90,359 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $72,254 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $72,254 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $72,254 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $90,359 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $60,479 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $60,479 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $72,254 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $72,254 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $18,105 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $18,105 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,374 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,374 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $42,374 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WILT CHAMBERLAIN MEMORIAL FUND CO P | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FOUR FALLS CORPORATE CENTER | AddressLine1Txt |
| Address Line2 | SUITE 400 | AddressLine2Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6109412351 | 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 | GrantOrContributionPurposeTxt |
| Amt | $61,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $61,000 | 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 | $41,037 | 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 |
| Exclusion | $366,845 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $38,398 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $407,882 | ExclusionAmt |
| Related Or Exempt Function Incm | $38,398 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $446,280 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (7 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 | $8,916 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,916 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $904,237 | EOYBookValueAmt |
| EOYFMV | $904,237 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $68,221 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $68,221 | 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 | $888,903 | BookValueAmt |
| EOYFMV | $888,903 | 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 | $41,015 | 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 | $285 | $0 | $0 | $285 |
| INVESTMENT CO FEES | $11,126 | $11,126 | $0 | $0 |
| MISCELLANEOUS | $920 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ORDINARY INCOME FROM CA HOSUING PARTNERS INVESTMENT | $12,392 | $12,392 |
| SECTION 1231 GAIN FROM CA HOSUING PARTNERS INVESTMENT | $366,157 | $366,157 |
| RENTAL INCOME/LOSS FROM CA HOSUING PARTNERS INVESTMENT | -$11,704 | -$11,704 |
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 | $3,896 | $0 | $0 | $0 |