ETHEL D COLKET FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ETHEL D COLKET FOUNDATION (EIN 23-6292917)
- Tax period
- 2013-09-01 to 2014-08-31
- Filed
- 2015-07-15
- IRS object ID
- 201511969349100201
- Schema version
- 2013v4.0
- 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
- Schedule B
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-15T06:23:46-05:00 | ReturnTs |
| Tax Period End | 2014-08-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236292917 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ETHEL D COLKET FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O PNC BANK NA CO-TTEE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ETHE | BusinessNameControlTxt |
| Phone | 4127628133 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVENUE NO 10THFL | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN W ALRUTZ | PersonNm |
| Person Title | PNC BANK NA CO-TTEE BY | PersonTitleTxt |
| Phone | 4127628133 | PhoneNum |
| Signature | 2015-07-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,270,170 | 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 | $284,285 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $6 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $92,232 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $111,288 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $294,774 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,079,115 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $397,710 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,566 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $672,863 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $509,004 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $16,218 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $16,218 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,854 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,712 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,439 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $41,836 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,511 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $59,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,231,704 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,231,704 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,259,215 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $59,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,231,704 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$586,352 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $449,238 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,419 | CashBOYAmt |
| Cash EOY | $12,547 | CashEOYAmt |
| Cash EOYFMV | $12,547 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $8,601 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $25,988 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $25,988 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $981,881 | CorporateStockBOYAmt |
| Corporate Stock EOY | $970,867 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,341,851 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,343,390 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,536,148 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,889,784 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,342,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,545,550 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,270,170 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,341,987 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,531,217 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $304 | RetainedEarningBOYAmt |
| Retained Earning EOY | $14,333 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,342,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,545,550 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,342,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,545,550 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,342,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$586,352 | ExcessRevenueOverExpensesAmt |
| Other Increases | $789,611 | OtherIncreasesAmt |
| Subtotal | $2,545,550 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,545,550 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | $1,072,251 | $784,584 | $287,667 | $287,667 | |
| CLASS ACTION PROCEEDS | $342 | $116 | $226 | $226 | P |
| VITTORIA FUND LP | $52,761 | $52,761 | $52,761 | P | |
| PLEIADES INVESTMENT PARTNERS LP | $50,192 | $50,192 | $50,192 | P | |
| $0 | $0 | P | |||
| CAPITAL GAINS DIVIDENDS | $6,864 | $6,864 | $6,864 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $397,710 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,092,367 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,060,839 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.215847 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,391,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,807,679 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.289522 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,028,029 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,166,929 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.198963 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $378,450 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $5,076,256 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074553 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $500,701 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,697,126 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.106597 | DistributionYr5Rt |
| Total Distribution | 0.885482 | TotalDistributionRt |
| Average Distribution | 0.177096 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,180,170 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $917,387 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,492 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $921,879 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,231,704 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $4,492 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,492 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,492 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,367 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $1,241 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,608 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,116 | OverpaymentAmt |
| Applied To ES Tax | $1,116 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | PNC BANK NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127628133 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 620 LIBERTY AVE 10TH FL | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152222705 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|
| PNC BANK | |||||||||
| 620 LIBERTY AVENUE | PITTSBURGH | PA | 152222705 | CO-TRUSTEE | 4.00 | $16,218 | $0 | $0 | |
| TRISTRAM C COLKET JR | |||||||||
| C/O PNC BANK 1600 MARKET STREET | PHILADELPHIA | PA | 191037240 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 | 29TH FLOOR |
| BRYAN D COLKET | |||||||||
| C/O PNC BANK 1600 MARKET STREET | PHILADELPHIA | PA | 191037240 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 | 29TH FLOOR |
| CAROLYN C CULLEN | |||||||||
| C/O PNC BANK 1600 MARKET STREET | PHILADELPHIA | PA | 191037240 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 | 29TH FLOOR |
| 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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,259,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,259,056 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,259,056 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,886 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,180,170 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $259,009 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $259,009 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,492 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $5,830 | IncomeTaxAmt |
| Total Tax | $10,322 | TotalTaxAmt |
| Distributable Before Adj | $248,687 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $248,687 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $248,687 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,231,704 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,231,704 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,492 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,227,212 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $248,687 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $267,461 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $129,240 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $777,494 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,156,930 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $844,555 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,175,680 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,231,704 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $248,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $983,017 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,158,697 | 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 | $267,461 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,891,236 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $129,240 | ExcessFromYear4Amt |
| Excess From Year3 | $777,494 | ExcessFromYear3Amt |
| Excess From Year2 | $1,156,930 | ExcessFromYear2Amt |
| Excess From Year1 | $844,555 | ExcessFromYear1Amt |
| Excess From Current Year | $983,017 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | CO KIRSTEN CATALDI PNC BANK | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET F2-F070-07-1 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2155854419 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE, BUT APPLICANTS FROM THE DELAWARE VALLEY OF PENNSYLVANIA ARE PREFERRED | SubmissionDeadlinesTxt |
| Restrictions On Awards | EDUCATIONAL, CHARITABLE, SCIENTIFIC, LITERARY, AND RELIGIOUS CONCERNS ONLY. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (163 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABBE MUSEUM BAR HARBOR ME | |||||||
| 26 MT DESERT STREET | BAR HARBOUR | ME | 04609 | N/A | PC | ANNUAL FUND | $200 |
| ACADEMY IN MANAYUNK CAPITAL CAMPAIGN | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | FIRST INSTALLMEMT ON 4YR PLEDGE | $9,399 |
| ACADEMY IN MANAYUNK CAPITAL CAMPAIGN | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | 1ST INSTALLMENT ON 4YR PLEDGE | $23,519 |
| ACADEMY IN MANAYUNK | |||||||
| 1200 RIVER RD | CONSHOHOCKEN | PA | 19428 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| ACADEMY IN MANYUNK | |||||||
| 1200 RIVER ROAD | CONSHOHOCKEN | PA | 19428 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,500 |
| ACADEMY OF MUSIC PHILADELPHIA PA | |||||||
| 1420 LOCUST STREET | PHILADELPHIA | PA | 19102 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $5,000 |
| ACADEMY OF NATURAL SCIENCES | |||||||
| 1900 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| ACADEMY OF NATURAL SCIENCES PHILADELPHIA PA | |||||||
| 1900 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| ACADIA FAMILY CENTER | |||||||
| 1 FERNALD POINT ROAD | SOUTHWEST HARBOR | ME | 04679 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| AGNES IRWIN SCHOOL | |||||||
| 275 SOUTH ITHAN AVENUE | BRYN MAWR | PA | 19010 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $98,841 |
| AGNES IRWIN SCHOOL BRYN MAWR PA | |||||||
| 275 SOUTH ITHAN AVENUE | ROSEMONT | PA | 19010 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,500 |
| AMERICAN HELICOPTER MUSEUM & EDUCATION CENTER WEST CHESTER PA | |||||||
| 1220 AMERICAN BLVD | WEST CHESTER | PA | 19380 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| AMERICAN RED CROSS | |||||||
| 221 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| AMERICAN RED CROSS | |||||||
| 7272 GREENVILLE LANE | DALLAS | TX | 75231 | N/A | PC | NATIONAL DISASTER RELIEF | $4,721 |
| AOPA AIR SAFETY FOUNDATION FREDERICK MD | |||||||
| 421 AVIATION WAY | FREDERICK | MD | 21701 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| ATLANTIC SALMON FEDERATION CALAIS ME | |||||||
| PO BOX 807 | CALAIS | ME | 04619 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $25,000 |
| BAR HARBOR FOOD PANTRY BAR HARBOR ME | |||||||
| 36 MT DESERT STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,500 |
| BAR HARBOR HISTORICAL SOCIETY BAR HARBOR ME | |||||||
| 33 LEDGELAWN AVENUE | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $700 |
| BAR HARBOR MUSIC FESTIVAL BAR HARBOR ME | |||||||
| 59 COTTAGE STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| BEATRIX FARRAND SOCIETY | |||||||
| 475 BAY VIEW DR | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| BENCHMARK SCHOOL MEDIA PA | |||||||
| 2107 NORTH PROVIDENCE ROAD | MEDIA | PA | 19063 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| BOY SCOUTS OF AMERICA ORONO ME | |||||||
| 90 KELLEY ROAD | ORONO | ME | 04473 | N/A | PC | KATAHDIN AREA COUNCIL, BSA | $250 |
| BRANDYWINE CONSERVANCY INC CHADDS FORD PA | |||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,500 |
| BREWSTER ACADEMY | |||||||
| 80 ACADEMY DRIVE | WOLFEBORO | NH | 03894 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $953 |
| BREWSTER ACADEMY WOLFEBORO NH | |||||||
| 80 ACADEMY DRIVE | BREWSTER | MA | 03894 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| BRYN MAWR HOSPITAL | |||||||
| 130 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| BRYN MAWR REHABILITATION HOSPITAL | |||||||
| 1414 PAOLI PIKE | MALVEN | PA | 19355 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $9,399 |
| CARDIGAN MOUNTAIN SCHOOL CANAAN NH | |||||||
| 62 ALUMNI DRIVE | CANAAN | NH | 03741 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| CENTER FOR HUMAN GENETICS BAR HARBOR ME | |||||||
| 93 COTTAGE STREET SUITE D | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| CHEROKEE PLANTATION CHARITIES INC | |||||||
| 5109 COMBAHEE RD | YEMASSEE | SC | 29945 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,000 |
| CHESTER COUNTY COMMUNITY FOUNDATION | |||||||
| 28 W MARKET ST | WEST CHESTER | PA | 19382 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| CHESTER COUNTY FOOD BANK | |||||||
| 650 PENNSYLVANIA DR | EXTON | PA | 19341 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $7,000 |
| CHESTER COUNTY FUND FOR WOMEN & GIRLS WEST CHESTER PA | |||||||
| 1025 ANDREW DRIVE STE 200 | WEST CHESTER | PA | 19380 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| CHESTER COUNTY HISTORICAL SOCIETY WEST CHESTER PA | |||||||
| 225 NORTH HIGH STREET | WEST CHESTER | PA | 19380 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| CHESTER COUNTY SPCA | |||||||
| 1212 PHOENIXVILLE PIKE | WEST CHESTER | PA | 19380 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $100 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | PLEDGE | $47,082 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | GRANT DIRECTED TO THE FOUNDATION | $9,399 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | WOMENS ENDOWMENT FUND | $953 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA - PHILADELPHIA PA | |||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA - PHILADELPHIA PA | |||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $6,312 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA - PHILADELPHIA PA | |||||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | N/A | PC | PLEDGE FOR AMBILATORY CARE BUILDING | $10,000 |
| COLLEGE OF THE ATLANTIC THE CHAMPLAIN SOCIETY BAR HARBOR ME | |||||||
| 105 EDEN STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,500 |
| COLORADO COLLEGE COLORADO SPRINGS CO | |||||||
| 14 EAST CACHE LA POUDRE ST | COLORADO SPRINGS | CO | 08903 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| COMMUNITY PARTNERSHIP SCHOOL PHILADELPHIA PA | |||||||
| 1936 NORTH JUDSON STREET | PHILADELPHIA | PA | 19121 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| COMMUNITY VOLUNTEERS IN MEDICINE | |||||||
| 300 LAWRENCE DR | WEST CHESTER | PA | 19380 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| CONCORDIA LUTHERAN CHURCH WILMINGTON DE | |||||||
| 3003 SILVERSIDE ROAD | WILMINGTON | DE | 19810 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| CORINTHIAN HISTORICAL FOUNDATION ESSINGTONPA | |||||||
| PO BOX 366 | ESSINGTON | PA | 19029 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| CROHN'S & COLITIS FOUNDATION TREVOSE PA | |||||||
| 567 EAST STREET ROAD | TREVOSE | PA | 19053 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| DOWNEAST HEALTH SERVICES ELLSWORTH ME | |||||||
| 59 CHRISTIAN ROAD | ELLSWORTH | ME | 04605 | N/A | PC | MAINE COAST COMMUNITY DENTAL CLINIC | $200 |
| DRAGONFLY PROGRAM | |||||||
| MIAMI UNIVERSITY | OXFORD | OH | 45056 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,387 |
| EPISCOPAL ACADEMY | |||||||
| 1785 BISHOP WHITE DRIVE | NEWTON SQUARE | PA | 19073 | N/A | PC | GENERAL USE IF THE ORGANIZATION | $2,000 |
| EPISCOPAL ACADEMY | |||||||
| 1785 BISHOP WHITE DRIVE | NEWTON SQUARE | PA | 19073 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $6,584 |
| EPISCOPAL COMMUNITY SERVICES PHILA PA | |||||||
| 225 S THIRD STREET | PHILADELPHIA | PA | 19106 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,000 |
| FARNSWORTH ART MUSEUM | |||||||
| 16 MUSEUM ST | ROCKLAND | ME | 04841 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| FOREST SOCIETY OF MAINE BANGOR ME | |||||||
| 115 FRANKLIN STREET 3 | BANGOR | ME | 04401 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| FRANKLIN INSTITUTE | |||||||
| 220 N 20TH ST | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $23,520 |
| FRANKLIN INSTITUTE PHILADELPHIA PA | |||||||
| 220 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | N/A | PC | CAPITAL CAMPAIGN | $3,000 |
| FRIENDS OF ACADIA BENEFIT COMMITTEE BAR HARBOR ME | |||||||
| PO BOX 45 | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $12,500 |
| GARDEN CLUB OF MT DESERT NORTHEAST HARBOR ME | |||||||
| PO BOX 553 | NORTHEAST HARBOR | ME | 04662 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,550 |
| GARDEN CLUB OF WILMINGTON | |||||||
| PO BOX 3855 | WILMINGTON | DE | 19807 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| GREAT HARBOR MARITIME MUSEUM | |||||||
| 125 MAIN STREET | NORTHEAST HARBOR | ME | 04660 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $100 |
| HANCOCK COUNTY HOMECARE & HOSPICE BLUE HILL ME | |||||||
| PO BOX 156 | BLUE HILL | ME | 04614 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| HARBOR HOUSE (MDI COMMUNITY SAILING CENTER) SOUTHWEST HARBOR ME | |||||||
| 329 MAIN STREET | SOUTHWEST HARBOR | ME | 04679 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| HAVERFORD SCHOOL HAVERFORD PA | |||||||
| 450 LANCASTER AVENUE | HAVERFORD | PA | 19041 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,500 |
| HERRING GUT LEARNING CENTER | |||||||
| 59 FACTORY ROAD | PORT CLYDE | ME | 04855 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $954 |
| HERRING GUT LEARNING CENTER PORT CLYDE ME | |||||||
| 59 FACTORY ROAD | PORT CLYDE | ME | 04855 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| HILTON HEAD PREPARATORY SCHOOL HILTON HEAD SC | |||||||
| 8 FOX GRAPE ROAD | HILTON HEAD | SC | 29928 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| HISTORIC SUGARTOWN INC MALVERN PA | |||||||
| 690 SUGARTOWN ROAD | MALVEN | PA | 19355 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| HISTORIC WAYNESBOROUGH | |||||||
| 2049 WAYNESBOROUGH RD | PAOLI | PA | 19301 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| HOLDERNESS SCHOOL | |||||||
| CHAPEL LN | PLYMOUTH | NH | 03264 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| HOLDERNESS SCHOOL PLYMOUTH NH | |||||||
| PO BOX 1879 | PLYMOUTH | NH | 03264 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,250 |
| HUN SCHOOL OF PRINCETON PRINCETON NJ | |||||||
| 176 EDGARSTOUNE ROAD | PRINCETON | NJ | 08540 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| INDEPENDENCE SEAPORT MUSEUM PHILADELPHIA PA | |||||||
| 211 S CHRISTOPHER BLVD | PHILADELPHIA | PA | 19106 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| INDIAN MOUNTAIN SCHOOL INC LAKEVILLE CT | |||||||
| 211 INDIAN MOUNTAIN ROAD | LAKEVILLE | CT | 06039 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| ISLAND CONNECTIONS BAR HARBOR ME | |||||||
| 15 EAGLE LAKE ROAD | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| ISLAND HOUSING TRUST | |||||||
| PO BOX 850 | MOUNT DESERT | ME | 04660 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| ISLAND READERS AND WRITERS | |||||||
| PO BOX 227 | MOUNT DESERT | ME | 04660 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| JACKSON LABORATORY BAR HARBOR ME | |||||||
| 600 MAIN STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| JESUP MEMORIAL LIBRARY BAR HARBOR ME | |||||||
| 34 MT DESERT STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| KID'S CORNER BAR HARBOR ME | |||||||
| 81 MT DESERT ROAD | BAR HARBOUR | ME | 04069 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| LIFEFLIGHT FOUNDATION BANGOR ME | |||||||
| PO BOX 899 | CAMDEN | ME | 04843 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| LOCAL SOLUTIONS | |||||||
| PO BOX 38 | HULLS COVE | ME | 04644 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $10,000 |
| MAIN LINE ANIMAL RESCUE INC | |||||||
| 1149 PIKE SPRINGS ROAD | KIMBERTON | PA | 19442 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,500 |
| MAINE COAST HERITAGE TRUST TOPSHAM ME | |||||||
| 1 BOWDOIN MILL ISLAND STE 20 | TOPSHAM | ME | 04086 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| MAINE COAST MEMORIAL HOSPITAL | |||||||
| 50 UNION ST | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| MAINE COMMUNITY FOUNDATIONELLSWORTH ME | |||||||
| 245 MAIN STREET | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $300 |
| MAINE MARITIME MUSEUM | |||||||
| 243 WASHINGTON ST | BATH | ME | 04530 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $300 |
| MAINE SEA COAST MISSION | |||||||
| 127 WEST STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $18,757 |
| MAINE SEA COAST MISSION BAR HARBOUR ME | |||||||
| 127 WEST STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,795 |
| MARK WOOLMAN HORNER MUSIC EDUCATION FUND ELLSWORTH ME | |||||||
| 9 EVERGREN LANE | HADDONFIELD | NJ | 08033 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| MILL REEF FUND | |||||||
| 487 GOODWYN | MEMPHIS | TN | 38111 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| MOUNT DESERT ISLAND BIOLOGICAL LABORATORY | |||||||
| 159 OLD BAR BARBOR RD | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| MOUNT DESERT ISLAND CAMP BEECH CLIFF CAMPERSHIP FUND | |||||||
| 264 BEECH HILL RD | MOUNT DESERT | ME | 04660 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $300 |
| MOUNT DESERT ISLAND COMMUNITY SAILING CENTER | |||||||
| 168 CLARK POINTE ROAD | SOUTHWEST HARBOR | ME | 04679 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,429 |
| MOUNT DESERT ISLAND COMMUNITY SAILING CENTER SOUTHWEST HARBOR ME | |||||||
| 168 CLARK POINTE ROAD | SOUTHWEST HARBOR | ME | 04679 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| MOUNT DESERT ISLAND HISTORICAL SOCIETY MOUNT DESERT ME | |||||||
| POBOX 653 | MOUNT DESERT | ME | 04660 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| MOUNT DESERT ISLAND HOSPITAL | |||||||
| 322 MAIN ST | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| MOUNT DESERT ISLAND HOSPITAL BAR HARBOR ME | |||||||
| 10 WAYMAN STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $433,580 |
| MOUNT DESERT ISLAND HOUSING TRUST | |||||||
| 1034 MAIN STREET | MOUNT DESERT | ME | 04660 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,000 |
| MOUNT DESERT ISLAND NURSING ASSOCIATION | |||||||
| 12 SUMMIT RD | NORTHEAST HARBOR | ME | 04662 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| MOUNT DESERT ISLAND SEARCH & RESCUE BAR HARBOR ME | |||||||
| POBOX 493 | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| MOUNT DESERT ISLAND YMCA | |||||||
| 21 PARK STREET | BAR HARBOUR | ME | 04609 | N/A | PC | ANNUAL PLEDGE | $47,082 |
| MOUNT DESERT ISLAND YMCA | |||||||
| 21 PARK STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,815 |
| MOUNT DESERT ISLAND YMCA BAR HARBOR ME | |||||||
| 21 PARK STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| MOUNT DESERT ISLAND YWCA BAR HARBOR ME | |||||||
| 36 MT DESERT STREET | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| MOUNT DESERT LAND & GARDEN PRESERVE SEAL HARBOR ME | |||||||
| POBOX 208 | SEAL HARBOR | ME | 04675 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| MOUNT DESERT NURSERY SCHOOL AND CHILDCARE CENTER NORTHEAST HARBOR ME | |||||||
| 15 TRACY STREET | MOUNT DESERT | ME | 04662 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| MOUNT DESERT SUMMER CHORALE MOUNT DESERT ME | |||||||
| POBOX 887 | MOUNT DESERT | ME | 04660 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| NATIONAL AUDUBON SOCIETY ROME NY | |||||||
| 117 W PIKE STREET | ROME | NY | 13440 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| NATURAL LANDS TRUST | |||||||
| 1031 PALMERS MILL RD | MEDIA | PA | 19063 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| NEIGHBORHOOD HOUSE | |||||||
| 1 KIMBALL ROAD | NORTHEAST HARBOR | ME | 04662 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,429 |
| NEIGHBORHOOD HOUSE NORTHEAST HARBOR ME | |||||||
| 1 KIMBALL ROAD | NORTHEAST HARBOR | ME | 04662 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| NEW YORK YACHT CLUB FOUNDATION NEW YORK NY | |||||||
| 37 WEST 44TH STREET | NEW YORK | NY | 10036 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| NEXT STEP DOMESTIC VIOLENCE PROJECT | |||||||
| PO BOX 1466 | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| OPEN DOOR RECOVERY CENTER INC ELLSWORTH ME | |||||||
| 8 OLD MILL ROAD | ELLSWORTH | ME | 04605 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $300 |
| OPERATION WARM KENNETT SQUARE PA | |||||||
| 576 ROSEDALE ROAD SUITE 8 | KENNETT SQUARE | PA | 19348 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| PA HOME OF THE SPARROW | |||||||
| 969 E SWEDESFORD RD | EXTON | PA | 19341 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| PAOLI FIRE COMPANY PAOLI PA | |||||||
| 69 DARBY ROAD | PAOLI | PA | 19301 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $7,550 |
| PAOLI MEMORIAL HOSPITAL FOUNDATION | |||||||
| 225 WEST LANCASTER AVENUE | PAOLI | PA | 19301 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $9,399 |
| PENNSYLVANIA HORTICULTURAL SOCIETY PHILADELPHIA PA | |||||||
| 100 NORTH 20TH STREET 500 | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| PENNSYLVANIA SPCA | |||||||
| 2801 BLOOM RD | DANVILLE | PA | 17821 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $300 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $70,601 |
| PHILADELPHIA MUSEUM OF ART PHILADELPHIA PA | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | N/A | PC | EDUCATION | $2,000 |
| PHILADELPHIA ORCHESTRA | |||||||
| 260 S BROAD ST STE 1600 | PHILADELPHIA | PA | 19102 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| PHILADELPHIA ORCHESTRA PHILADELPHIA PA | |||||||
| 260 S BROAD ST STE 1600 | PHILADELPHIA | PA | 19102 | N/A | PC | GENERAL USE OF THE ORGANIZATION AND ANNUAL FUND | $1,500 |
| PHILADELPHIA RONALD MCDONALD HOUSE | |||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| PHILADELPHIA ZOO PHILADELPHIA PA | |||||||
| 3400 WEST GIRARD STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,500 |
| QUEBEC LABRADOR FOUNDATION INC | |||||||
| 55 MAIN STREET | IPSWITCH | ME | 01938 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $3,760 |
| ROANOKE COLLEGE | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | N/A | PC | ANNUAL FUND | $1,879 |
| ROANOKE COLLEGE SALEM VA | |||||||
| 221 COLLEGE LANE | SALEM | VA | 24153 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| RUGGLES HOUSE SOCIETY COLUMBIA FALLS ME | |||||||
| 146 MAIN STREET | COLUMBIA FALLS | ME | 04623 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| SCHOODIC INSTITUTE AT ACADIA NATIONAL PARK | |||||||
| 9 ATTERBURY CIR | WINTER HARBOR | ME | 04693 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $10,000 |
| SOMESVILLE VILLAGE IMPROVEMENT SOCIETY SOMESVILLE ME | |||||||
| P O BOX 240 | MOUNT DESERT | ME | 04660 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| ST SAVIOUR'S EPISCOPAL CHURCH | |||||||
| 41 MT DESERT ST | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| ST DAVID'S CHURCH WAYNE PA | |||||||
| 763 S VALLEY FORGE ROAD | WAYNE | PA | 19087 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $45,300 |
| ST DAVID'S RADNOR CHURCH | |||||||
| 763 S VALLEY FORGE ROAD | WAYNE | PA | 19087 | N/A | PC | AS 3RD INSTALLMENT OF 5YR/250K PLEDGE | $47,082 |
| ST GEORGE'S SCHOOL NEWPORT RI | |||||||
| PO BOX 1910 | NEWPORT | RI | 02842 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,500 |
| ST MALACHY SCHOOL PHILADELPHIA PA | |||||||
| 1429 N 11TH STREET | PHILADELPHIA | PA | 19122 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $300 |
| STROUD WATER RESEARCH CENTER AVONDALE PA | |||||||
| 970 SPENCER ROAD | AVONDALE | PA | 19311 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| STUDIO INCAMMINATI | |||||||
| 340 N 12TH STREET | PHILADELPHIA | PA | 19107 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| SUE LUCAS WILLISTOWN BLUEBIRD TRAIL | |||||||
| DELCHESTER RD | MALVERN | PA | 19355 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| SUMMER SEARCH NATIONAL | |||||||
| 500 SANSOME ST STE 350 | SAN FRANCISCO | CA | 94111 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $28,240 |
| SWANS ISLAND EDUCATIONAL SOCIETY | |||||||
| 451 ATLANTIC ROAD | SWANS ISLAND | ME | 04685 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| THE HOME CARE NETWORK | |||||||
| 100 MATSONFORD RD | WAYNE | PA | 19087 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $300 |
| TRINITY COLLEGE HARTFORD CT | |||||||
| 300 SUMMIT STREET | HARTFORD | CT | 06106 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $5,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 1 COLLEGE HALL | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| UNITED WAY OF SE PA | |||||||
| 1709 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $16,797 |
| UNITED WAY TOCQUEVILLE SOCIETY | |||||||
| 701 N FAIRFAX STREET | ALEXANDRIA | VA | 22314 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $15,000 |
| UNIVERSITY OF PENNSYLVANIA PHILADELPHIA PA | |||||||
| 418 CURIE BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | SCHOOL OF NURSING | $2,500 |
| VISITING NURSE ASSOCIATION - OF GREATER PHILADELPHIA | |||||||
| 3300 HENRY AVENUE | PHILADELPHIA | PA | 19129 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $2,500 |
| VISITING NURSE ASSOCIATION - OF GREATER PHILADELPHIA | |||||||
| 3300 HENRY AVENUE | PHILADELPHIA | PA | 19129 | N/A | PC | FOR PATIENT CARE | $2,349 |
| WALTERBORO COMPOSITE SQUADRON | |||||||
| 537 AVIATION WAY | WALTERBORO | SC | 294883306 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $250 |
| WESTSIDE FOOD PANTRY PA | |||||||
| 324 SEAWALL ROAD | SOUTHWEST HARBOR | ME | 04679 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| WHITE-WILLIAMS SCHOLARS PHILADELPHIA PA | |||||||
| 215 S BROAD ST 10TH FLOOR | PHILADELPHIA | PA | 19107 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $200 |
| WHYY INC | |||||||
| 150 N 6TH ST | PHILADELPHIA | PA | 19106 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $953 |
| WILD GARDERNS OF ACADIA | |||||||
| WILD GARDERNS OF ACADIA | BAR HARBOUR | ME | 04609 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $1,000 |
| WILLISTOWN CONSERVATION TRUST | |||||||
| 925 PROVIDENCE ROAD | NEWTON SQUARE | PA | 19073 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $953 |
| WILLISTOWN CONSERVATION TRUST NEWTOWN SQUARE PA | |||||||
| 925 PROVIDENCE ROAD | NEWTON SQUARE | PA | 19073 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $3,500 |
| WILLISTOWN TOWNSHIP POLICE ASSOCIATION MALVERN PA | |||||||
| 688 SUGARTOWN ROAD | MALVEN | PA | 19355 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $7,500 |
| WOMEN'S WAY PHILADELPHIA PA | |||||||
| 123 BROAD STREET | PHILADELPHIA | PA | 19109 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| WRTI-TEMPLE UNIVERSITY | |||||||
| 1509 CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19121 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $500 |
| ZOOLOGICAL SOCIETY OF PHILADELPHIA | |||||||
| 3400 WEST GIRARD STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL USE OF THE ORGANIZATION | $4,721 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,231,704 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $92,232 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $120 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $294,774 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| CLASS ACTION PROCEEDS | 14 | $226 |
| 2012 EXCISE TAX REFUND | 14 | $1,220 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $388,578 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $388,578 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|
| TRISTRAM C COLKET JR | ||||||
| 1 | 6022 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | $94,727 | Yes (X) |
| TRISTRAM C COLKET JR | ||||||
| 2 | 6022 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | $103,141 | Yes (X) |
| TRISTRAM C COLKET JR | ||||||
| 3 | 6022 WEST CHESTER PIKE SUITE 100 | NEWTOWN SQUARE | PA | 19073 | $86,417 | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 16,828 SHARES OF CAMPBELL SOUP CO. | $94,727 | 2014-04-03 |
| 2 | 1,158 SHARES OF BLACKROCK S&P 500 | $103,141 | 2013-10-25 |
| 3 | 1,068 SHARES SPDR MIDCAP TRUST SERIES 1 | $86,417 | 2013-10-25 |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCK | StockNm |
| EOY Book Value | $970,867 | EOYBookValueAmt |
| EOYFMV | $2,341,851 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - FIXED | AT COST | $355,243 | $354,012 |
| MUTUAL FUNDS - EQUITY | AT COST | $567,515 | $1,087,070 |
| LIMITED PARTNERSHIPS | AT COST | $613,390 | $1,448,702 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MAP MANAGER FEES | $2,439 | $2,439 | $0 |
| INVESTMENT INTEREST EXPENSE | $0 | $39,397 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | $120 | $0 | $120 |
| CLASS ACTION PROCEEDS | $226 | $226 | |
| 2012 EXCISE TAX REFUND | $1,220 | $1,220 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ADJUSTMENT TO BRING CARRYING VALUE OF DELIVERED ASSETS UP TO MARKET VALUE | Description |
| Amount | $789,611 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID IN TRUST | $29 | $29 | $0 |
| FEDERAL EXCISE TAX 2012 BAL. DUE | $952 | $0 | $0 |
| FEDERAL EXCISE TAX 2013 ESTIMATES | $2,958 | $0 | $0 |
| FOREIGN TAXES PAID IN PARTNERSHIPS | $0 | $1,683 | $0 |
| FEDERAL EXCISE TAX 2012 EXTENSION PAYMENT | $4,915 | $0 | $0 |