NATHAN M CLARK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- NATHAN M CLARK FOUNDATION (EIN 20-1201954)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-16
- IRS object ID
- 201523209349101942
- Schema version
- 2014v5.0
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-16T12:50:07-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Park Avenue | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 101540102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201201954 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATHAN M CLARK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PNC BANK NA | InCareOfNm |
| Business Name Control | NATH | BusinessNameControlTxt |
| Phone | 3024291456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O PNC BANK NA 222 DELAWARE AVE | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE WILLBOURN | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2155855583 | PhoneNum |
| Signature | 2015-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KPMG LLP | PreparerPersonNm |
| PTIN | P01249521 | PTIN |
| Phone | 2127589700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | 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 | $8,186,004 | 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 | $8,500,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $115,245 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $115,245 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$75,513 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,909,509 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $561 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $561 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $8,540,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $115,806 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $5,870 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,870 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $45,477 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $45,477 | OtherProfFeesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $354 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $354 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $419 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $52,120 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,477 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,224 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $231,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $231,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $283,120 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,477 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $237,224 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $8,257,173 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $70,329 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $667,169 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $667,169 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock EOY | $3,919,255 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,919,255 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $2,142,554 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,142,554 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $102,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,457,026 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,457,026 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $102,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,186,004 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,186,004 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $102,000 | CapitalStockBOYAmt |
| Capital Stock EOY | $8,186,004 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $102,000 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,186,004 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $102,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,186,004 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $102,000 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $8,257,173 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,359,173 | SubtotalAmt |
| Other Decreases | $173,169 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,186,004 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PNC - SHORT TERM | PropertyDesc |
| Gross Sales Price | $2,909,509 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,985,022 | CostOrOtherBasisAmt |
| Gain Or Loss | -$75,513 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$75,513 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$75,513 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,944 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $105,975 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.310866 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $9,601 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $137,154 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.070002 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,185 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $142,415 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008321 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $10,635 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $138,178 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.076966 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,533 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $140,593 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.025129 | DistributionYr5Rt |
| Total Distribution | 0.491284 | TotalDistributionRt |
| Average Distribution | 0.098257 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,946,977 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $682,589 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $703 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $683,292 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $237,224 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,407 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,407 | SubtotalAmt |
| Tax Based On Investment Income | $1,407 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $1,400 | AppliedToEsTaxAmt |
| Total Payments And Credits | $1,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $32 | EsPenaltyAmt |
| Tax Due | $39 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PNC BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3024291456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 DELEWARE AVE 18TH FLOOR | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| CAROLINE GOULD | ||||||||
| C/O PNC BANK NA 222 DELAWARE AVE | WILMINGTON | DE | 19801 | VP AND TREASURER | 0 | $0 | $0 | $0 |
| JULIE WILLBOURN | ||||||||
| C/O PNC BANK NA 222 DELAWARE AVE | WILMINGTON | DE | 19801 | SECRETARY | 0 | $0 | $0 | $0 |
| BENJAMIN LOVELL | ||||||||
| C/O PNC BANK NA 222 DELAWARE AVE | WILMINGTON | DE | 19801 | DIRECTOR | 0 | $0 | $0 | $0 |
| PNC BANK N A | ||||||||
| C/O PNC BANK NA 222 DELAWARE AVE | WILMINGTON | DE | 19801 | AGENT FOR TRUSTEES | 0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | 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 | $3,770,574 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,282,195 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,052,769 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,052,769 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,946,977 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $347,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $347,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,407 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,407 | TotalTaxAmt |
| Distributable Before Adj | $345,942 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $345,942 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $345,942 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $237,224 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $237,224 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $237,224 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $345,942 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $2,966 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $2,743 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $27,645 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,354 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $237,224 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $237,224 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $33,354 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $33,354 | ExcessDistributionCyovAppCYAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $75,364 | UndistributedIncomeCYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| THE UNIVERSITY OF THE ARTS | |||||||
| 320 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | N/A | PC | SCHOOL OF DANCE | $50,000 |
| AMERICAN DANCE FESTIVAL | |||||||
| 715 BROAD ST | DURHAM | NC | 27705 | N/A | PC | SCHOOL OF DANCE | $50,000 |
| 15 ST MONTHLY MEET OF THE REL SOCIETY OF FRIENDS | |||||||
| 15 Rutherford pl | NEW YORK | NY | 10003 | N/A | PC | Program Service/Exempt Purpose | $1,000 |
| Delaware Art Museum Inc | |||||||
| 2301 Kentmere Pkwy | Wilmington | DE | 19806 | N/A | PC | Program Service/Exempt Purpose | $100,000 |
| ROCKFORD WOODLAWN FUND INC | |||||||
| 1020 N Bancroft Parkway 2nd Floor | Wilmington | DE | 19805 | N/A | PF | Program Service/Exempt Purpose | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $231,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NONE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 DELAWARE AVE 18TH FL | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Or Contribution Purpose | NONE | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,245 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $561 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$75,513 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $40,293 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $40,293 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | N/A | LineNumberTxt |
| Relationship Statement | N/A | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | NATHAN CLARK ESTATE CO PNC BANK | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 222 DELAWARE AVENUE 18th floor | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KPMG LLP TAX SERVICES | CategoryTxt |
| Amt | $5,870 | Amt |
| Disbursements Charitable Prps | $5,870 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROCKFORD WOODLAWN FUND INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 NORTH BANCROFT PARKWAY 2ND FL | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-05-08 | GrantDt |
| Grant | $30,000 | GrantAmt |
| Purpose Of Grant | TO ASSIST CHARITABLE ORGANIZATIONS WITH ORGANIZATIONAL EXP. EXCLUSIVELY FOR 170(C)(2)(B) PURPOSES | PurposeOfGrantTxt |
| Expended By Grantee | $30,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 11/11/2015 | DatesOfReportsByGranteeTxt |
| Verification | 2015-11-11 | VerificationDt |
| Results Of Verification | CONFIRMED QUALIFYING DISTRIBUTION DISTRIBUTED OUT OF CORPUS | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ETF - FIXED INCOME | $1,453,224 | $1,453,224 |
| MUTUAL FUNDS - FIXED INCOME | $689,330 | $689,330 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| CONSUMER DISCRETIONARY EQUITIE | $118,735 | $118,735 |
| CONSUMER STAPLES EQUITIES | $248,566 | $248,566 |
| ENERGY EQUITIES | $126,181 | $126,181 |
| FINANCIAL EQUITIES | $232,964 | $232,964 |
| HEALTH CARE EQUITIES | $231,468 | $231,468 |
| INDUSTRIAL EQUITIES | $144,195 | $144,195 |
| INFORMATION TECHNOLOGY EQUITIE | $133,696 | $133,696 |
| MATERIALS EQUITIES | $76,075 | $76,075 |
| TELECOMMUNICATION SERVICES EQU | $154,602 | $154,602 |
| UTILITIES EQUITIES | $66,432 | $66,432 |
| UNCLASSIFIED EQUITIES | $85,635 | $85,635 |
| ETF - EQUITY | $2,208,658 | $2,208,658 |
| MUTUAL FUNDS - EQUITY | $92,048 | $92,048 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ETF - ALTERNATIVE INVESTMENTS | FMV | $774,733 | $774,733 |
| MUTUAL FUNDS - ALT. INVESTMENT | FMV | $682,293 | $682,293 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES ON INVESTMENTS | Desc |
| Amt | $173,169 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DELAWARE CORPORATE ORG FEES | Desc |
| Revenue And Expenses Per Books | $419 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT INCOME | Desc |
| Revenue And Expenses Per Books | $561 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $561 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $45,477 | Amt |
| Net Investment Income | $45,477 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US TREASURY EXCISE TAX | CategoryTxt |