WILT CHAMBERLIN MEMORIAL FUND INC: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WILT CHAMBERLIN MEMORIAL FUND INC (EIN 23-3100335)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201531339349101368
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T10:34:38-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232309118 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SMART DEVINE | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 MARKET STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 CORPORATE CENTER NO | AddressLine1 |
| Address Line2 | 400 | AddressLine2 |
| City | CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 194280800 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN COZEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6109415400 | PhoneNum |
| Signature | 2015-05-12 | 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 | 2676707300 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,980,562 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $37,107 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $37,107 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $162,238 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $727,804 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $162,238 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $199,345 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $199,345 | 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 | $5,012 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,012 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $881 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,886 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,341 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $18,352 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,886 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,353 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $134,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $134,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $152,352 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,886 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $141,353 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $46,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $189,459 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,806 | CashBOYAmt |
| Cash EOY | $13,375 | CashEOYAmt |
| Cash EOYFMV | $13,375 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $11,008 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,699 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,699 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $70,438 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $69,630 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $69,630 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,193,082 | CorporateStockBOYAmt |
| Corporate Stock EOY | $832,820 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $832,820 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $318,877 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $729,255 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $729,255 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $305,783 | OtherAssetsBOYAmt |
| Other Assets EOY | $305,783 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $305,783 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $1,900,994 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,980,562 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,980,562 | TotalAssetsEOYFMVAmt |
| Grants Payable BOY | $92,500 | GrantsPayableBOYAmt |
| Grants Payable EOY | $85,500 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $92,500 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $85,500 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,808,494 | UnrestrictedBOYAmt |
| Unrestricted EOY | $1,895,062 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,808,494 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,895,062 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,900,994 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,980,562 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,808,494 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $46,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $39,575 | OtherIncreasesAmt |
| Subtotal | $1,895,062 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,895,062 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (55 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| COVIDIEN PLC | P | 2013-09-09 | $3,019 | $2,565 | $454 | $454 |
| MICROSOFT CORP | P | 2013-09-09 | $3,094 | $2,623 | $471 | $471 |
| JP MORGAN CHASE & CO | P | 2013-09-09 | $2,569 | $2,082 | $487 | $487 |
| MALLINCKRODT | P | 2013-09-16 | $4,172 | $3,668 | $504 | $504 |
| EATON CORPORATION PLC | P | 2013-09-09 | $3,226 | $2,583 | $643 | $643 |
| NOVARTIS A G SPONSORED ADR | P | 2013-09-09 | $3,708 | $2,972 | $736 | $736 |
| WELLS FARGO & CO | P | 2013-09-09 | $4,117 | $3,260 | $857 | $857 |
| JOHNSON & JOHNSON | P | 2013-09-09 | $4,324 | $3,453 | $871 | $871 |
| PROCTOR & GAMBLE CO | P | 2013-09-09 | $5,785 | $4,837 | $948 | $948 |
| UNITED TECHNOLOGIES CORP | P | 2013-09-09 | $5,137 | $3,852 | $1,285 | $1,285 |
| DISNEY WALT CO | P | 2013-09-09 | $3,021 | $1,634 | $1,387 | $1,387 |
| DU PONT E I DE NEMOURS & CO | P | 2013-09-09 | $2,849 | $1,422 | $1,427 | $1,427 |
| ACCENTURE PLC | P | 2013-09-09 | $3,630 | $1,991 | $1,639 | $1,639 |
| BECTON DICKINSON & CO | P | 2013-09-09 | $7,383 | $5,522 | $1,861 | $1,861 |
| CVS CAREMARK CORP | P | 2013-09-09 | $11,703 | $7,350 | $4,353 | $4,353 |
| MICROSOFT | P | 2013-09-13 | $38,688 | $28,447 | $10,241 | $10,241 |
| APPLE INC | P | 2013-10-07 | $22,001 | $25,838 | -$3,837 | -$3,837 |
| BECTON DICKINSON & CO | P | 2013-10-07 | $17,548 | $9,192 | $8,356 | $8,356 |
| CVS CAREMARK CORP | P | 2013-10-07 | $22,748 | $14,699 | $8,049 | $8,049 |
| CHEVRON CORPORATION | P | 2013-10-07 | $12,058 | $8,060 | $3,998 | $3,998 |
| CISCO SYS CORP | P | 2013-10-07 | $3,476 | $2,470 | $1,006 | $1,006 |
| COCA COLA INC | P | 2013-10-07 | $11,177 | $6,870 | $4,307 | $4,307 |
| DISNEY WALT CO | P | 2013-10-07 | $12,958 | $6,536 | $6,422 | $6,422 |
| DU PONT E I DE NEMOURS & CO | P | 2013-10-07 | $14,702 | $7,108 | $7,594 | $7,594 |
| EXXON MOBIL CORP | P | 2013-10-07 | $17,172 | $14,030 | $3,142 | $3,142 |
| INTL BUSINESS MACHINES | P | 2013-10-07 | $4,605 | $3,243 | $1,362 | $1,362 |
| JP MORGAN CHASE & CO | P | 2013-10-07 | $15,599 | $12,494 | $3,105 | $3,105 |
| JOHNSON & JOHNSON | P | 2013-10-07 | $19,549 | $14,087 | $5,462 | $5,462 |
| MCDONALDS CORP | P | 2013-10-07 | $19,023 | $18,733 | $290 | $290 |
| NOVARTIS A G SPONSORED ADR | P | 2013-10-07 | $24,674 | $17,681 | $6,993 | $6,993 |
| PEPSICO | P | 2013-10-07 | $11,895 | $9,316 | $2,579 | $2,579 |
| PROCTOR & GAMBLE CO | P | 2013-10-07 | $17,011 | $11,366 | $5,645 | $5,645 |
| QUALCOMM INC | P | 2013-10-07 | $25,261 | $22,327 | $2,934 | $2,934 |
| SCHLUMBERGER LTD | P | 2013-10-07 | $20,182 | $17,978 | $2,204 | $2,204 |
| TJX COS INC | P | 2013-10-07 | $14,137 | $13,638 | $499 | $499 |
| UNION PACIFIC CORP COM | P | 2013-10-07 | $11,673 | $3,863 | $7,810 | $7,810 |
| UNITED TECHNOLOGIES CORP | P | 2013-10-07 | $18,303 | $13,103 | $5,200 | $5,200 |
| UNITED HEALTH GROUP | P | 2013-10-07 | $9,051 | $9,133 | -$82 | -$82 |
| WELLS FARGO & CO | P | 2013-10-07 | $24,674 | $17,751 | $6,923 | $6,923 |
| ACCENTURE PLC | P | 2013-10-07 | $20,142 | $10,503 | $9,639 | $9,639 |
| COVIDIEN PLC | P | 2013-10-07 | $18,117 | $15,391 | $2,726 | $2,726 |
| EATON CORPORATION PLC | P | 2013-10-07 | $27,702 | $20,662 | $7,040 | $7,040 |
| EATON CORPORATION PLC | P | 2014-01-14 | $11,270 | $7,748 | $3,522 | $3,522 |
| CISCO SYS CORP | P | 2014-01-14 | $14,295 | $10,702 | $3,593 | $3,593 |
| VANGUARD MSCI EMERGING | P | 2014-02-03 | $56,192 | $61,368 | -$5,176 | -$5,176 |
| ISHARES BARCLAYS | P | 2014-02-07 | $10,206 | $9,965 | $241 | $241 |
| NOVARTIS A G SPONSORED ADR | P | 2014-02-14 | $24,178 | $15,024 | $9,154 | $9,154 |
| DU PONT E I DE NEMOURS & CO | P | 2014-06-11 | $5,195 | $2,132 | $3,063 | $3,063 |
| MCDONALDS CORP | P | 2014-06-11 | $12,757 | $7,776 | $4,981 | $4,981 |
| MALLINCKRODT | P | 2013-07-11 | $32 | $31 | $1 | $1 |
| UNION PACIFIC CORP COM | P | 2013-08-09 | $19,943 | $6,438 | $13,505 | $13,505 |
| APACHE CORP | P | 2013-08-09 | $16,333 | $23,428 | -$7,095 | -$7,095 |
| APPLE INC | P | 2013-08-09 | $7,456 | $8,636 | -$1,180 | -$1,180 |
| QUALCOMM INC | P | 2013-09-09 | $3,345 | $3,304 | $41 | $41 |
| MCDONALDS CORP | P | 2013-09-09 | $4,739 | $4,681 | $58 | $58 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $162,238 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $57,578 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,439,219 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.040006 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $57,435 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,456,106 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039444 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $26,080 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,467,053 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.017777 | DistributionYr3Rt |
| Total Distribution | 0.097227 | TotalDistributionRt |
| Average Distribution | 0.032409 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,655,384 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,649 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,895 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $55,544 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $141,353 | 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 | $1,895 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,895 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $43 | EsPenaltyAmt |
| Tax Due | $1,938 | 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 | BusinessNameLine1 |
| 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 | AddressLine1 |
| City | WEST CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| STEPHEN A COZEN | ||||||||
| SEE ATTACHED | PHILA | PA | 19103 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| WILLIAM CUNNINGHAM | ||||||||
| SEE ATTACHED | JUPITER ISLAND | FL | 33469 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| PATRICIA DOLAN | ||||||||
| SEE ATTACHED | WEST CONSHOHOCKEN | PA | 19428 | TREASURER | 0.00 | $0 | $0 | $0 |
| BARBARA A LEWIS | ||||||||
| SEE ATTACHED | LOS ANGELES | CA | 90047 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOHN CHANEY | ||||||||
| SEE ATTACHED | PHILA | PA | 19119 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SONNY HILL | ||||||||
| SEE ATTACHED | PHILA | PA | 19143 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| SEYMOUR GOLDBERG | ||||||||
| SEE ATTACHED | MARINA DEL RAY | CA | 90292 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| ZELDA SPOELSTRA | ||||||||
| SEE ATTACHED | NEW YORK | NY | 10022 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIPS PROVIDED TO ATHLETICALLY AND ACADEMICALLYTALENTED STUDENTS IN THE METROPOLITAN PHILA AREA | Description1Txt |
| Expenses1 | $37,000 | 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 | $1,636,789 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,804 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,680,593 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,680,593 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,209 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,655,384 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $82,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $82,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,895 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,895 | TotalTaxAmt |
| Distributable Before Adj | $80,874 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $80,874 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $80,874 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $141,353 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $141,353 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,895 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $139,458 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $80,874 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $141,353 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $80,874 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,479 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $60,479 | 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 | $60,479 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $60,479 | ExcessFromCurrentYearAmt |
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 | AddressLine1 |
| Address Line2 | SUITE 400 | AddressLine2 |
| City | WEST CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| 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 | SEE ATTACHED LIST | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 FOUR FALLS CORPORATE CENTER | AddressLine1 |
| City | CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | N/A | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | COLLEGE SCHOLARSHIPS | GrantOrContributionPurposeTxt |
| Amt | $134,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $134,000 | 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 | $37,107 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $162,238 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $37,107 | ExclusionAmt |
| Related Or Exempt Function Incm | $162,238 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $199,345 | 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 | $5,012 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,012 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $832,820 | EOYBookValueAmt |
| EOYFMV | $832,820 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $69,630 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $69,630 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $729,255 | $729,255 |
| CERTIFICATES OF DEPOSIT | AT COST | $0 | $0 |
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 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 | $288 | $0 | $0 | $288 |
| INVESTMENT CO FEES | $9,886 | $9,886 | $0 | $0 |
| MISCELLANEOUS | $232 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNREALIZED GAIN ON INVESTMENTS | Description |
| Amount | $39,575 | Amount |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| STATE | $30 | $0 | $0 | $0 |
| FEDERAL | $851 | $0 | $0 | $0 |