GEORGE W RENTSCHLER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GEORGE W RENTSCHLER FOUNDATION (EIN 23-6627872)
- Tax period
- 2024-02-01 to 2025-01-31
- Filed
- 2025-11-20
- IRS object ID
- 202513249349100801
- Schema version
- 2024v5.2
- 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
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-20T10:38:12-06:00 | ReturnTs |
| Tax Period End | 2025-01-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 233019016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PRITCHARD BIELER GRUVER & WILLISON PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 590 BETHLEHEM PIKE SUITE A | AddressLine1Txt |
| City | COLMAR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18915 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-02-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236627872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GEORGE W RENTSCHLER FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WARREN W AYRES ESQ | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GEOR | BusinessNameControlTxt |
| Phone | 2156653000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRE SQ WEST 1500 MARKET ST 3400 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WARREN W AYRES | PersonNm |
| Person Title | SECRETARY/TREASURER | PersonTitleTxt |
| Phone | 2156653000 | PhoneNum |
| Signature | 2025-08-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY M MORIARITY | PreparerPersonNm |
| PTIN | P00010521 | PTIN |
| Phone | 2159976700 | PhoneNum |
| Preparation | 2025-08-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $34,591 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $105,236 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $105,236 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $273,291 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,703,377 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $273,291 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $378,527 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $378,527 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,046 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,523 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,523 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,665 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,833 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,832 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,625 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,625 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,346 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $22,682 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,981 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $7,355 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,815,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,815,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,837,682 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,981 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,822,355 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,459,155 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,546 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5 | CashBOYAmt |
| Cash EOY | $7 | CashEOYAmt |
| Cash EOYFMV | $7 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | -$144,637 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $34,584 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $34,584 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $941,845 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $732,131 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $673,876 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $290,526 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,493,746 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,591 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $34,591 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $2,493,746 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $34,591 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,493,746 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $34,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,493,746 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $34,591 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,493,746 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,459,155 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $34,591 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $34,591 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (100 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 20000 SHRS US TREASURY 6.125% DUE 08/15/29 | 2015-10-27 | 2024-05-02 | $21,627 | $29,265 | -$7,638 | -$7,638 |
| 60000 SHRS US TREASURY 6.125% DUE 08/15/29 | 2018-08-22 | 2024-05-02 | $64,880 | $78,482 | -$13,602 | -$13,602 |
| 75000 SHRS US TREASURY 6.125% DUE 08/15/29 | 2018-08-28 | 2024-05-02 | $81,100 | $97,862 | -$16,762 | -$16,762 |
| 65000 SHRS US TREASURY 6.125% DUE 08/15/29 | 2019-03-22 | 2024-05-02 | $70,286 | $87,018 | -$16,732 | -$16,732 |
| 35000 SHRS US TREASURY 6.125% DUE 08/15/29 | 2021-03-18 | 2024-05-02 | $37,846 | $48,253 | -$10,407 | -$10,407 |
| 35000 SHRS US TREASURY 2.375% DUE 05/15/27 | 2021-04-28 | 2024-05-02 | $33,032 | $38,006 | -$4,974 | -$4,974 |
| 65000 SHRS US TREASURY 2.375% DUE 05/15/27 | 2023-06-27 | 2024-05-02 | $61,346 | $60,977 | $369 | $369 |
| 75000 SHRS US TREASURY .25 DUE 6/15/24 | 2022-06-28 | 2024-05-02 | $74,594 | $70,934 | $3,660 | $3,660 |
| 40000 SHRS US TREASURY 2.000% DUE 11/15/26 | 2021-05-20 | 2024-05-02 | $37,678 | $42,273 | -$4,595 | -$4,595 |
| 125000 SHRS US TREASURY 2.000% DUE 11/15/26 | 2021-12-03 | 2024-05-02 | $117,743 | $130,453 | -$12,710 | -$12,710 |
| 80000 SHRS US TREASURY 4.125% DUE 11/15/32 | 2023-03-02 | 2024-05-02 | $78,786 | $81,170 | -$2,384 | -$2,384 |
| 35000 SHRS US TREASURY 4.125% DUE 11/15/32 | 2023-05-26 | 2024-05-02 | $34,469 | $35,840 | -$1,371 | -$1,371 |
| 70000 SHRS US TREASURY 6.25 DUE 5/15/30 | 2023-03-17 | 2024-05-02 | $77,886 | $83,845 | -$5,959 | -$5,959 |
| 50000 SHRS US TREASURY 6.25 DUE 5/15/30 | 2023-06-27 | 2024-05-02 | $55,633 | $57,467 | -$1,834 | -$1,834 |
| 35000 SHRS BLOCK INC 2.75% DUE 6/1/26 | 2023-08-15 | 2024-05-03 | $33,208 | $31,808 | $1,400 | $1,400 |
| 25000 SHRS FORD MOTOR COMPANY 7.125% DUE 11-15-25 | 2010-10-25 | 2024-05-03 | $26,151 | $25,424 | $727 | $727 |
| 25000 SHRS FORD MOTOR COMPANY 7.125% DUE 11-15-25 | 2011-09-20 | 2024-05-03 | $26,151 | $25,900 | $251 | $251 |
| 30000 SHRS FORD MOTOR COMPANY 7.50% DUE 8/1/26 | 2013-09-26 | 2024-05-03 | $31,415 | $36,219 | -$4,804 | -$4,804 |
| 40000 SHRS ILLUMINA INC | 2023-03-09 | 2024-05-03 | $40,797 | $40,808 | -$11 | -$11 |
| 45000 SHRS KRAFT HEINZ FOOD 3%26 | 2020-04-16 | 2024-05-03 | $43,433 | $46,349 | -$2,916 | -$2,916 |
| 40000 SHRS MCDONALDS CORP | 2023-03-08 | 2024-05-03 | $38,368 | $37,659 | $709 | $709 |
| 75000 SHRS MERCK & CO 5.75% DUE 11-15-36 | 2012-11-30 | 2024-05-03 | $79,722 | $104,078 | -$24,356 | -$24,356 |
| 30000 SHRS MOLSON COORS BEVERAGE 3% DUE 07/15/26 | 2022-11-30 | 2024-05-03 | $28,701 | $28,432 | $269 | $269 |
| 45000 SHRS NETFLIX 5.875 DUE 11/15/28 | 2021-10-26 | 2024-05-03 | $47,103 | $55,735 | -$8,632 | -$8,632 |
| 40000 SHRS ORACLE CORP | 2023-03-08 | 2024-05-03 | $37,236 | $36,633 | $603 | $603 |
| 55000 SHRS OTIS WORLDWIDE 2.056% DUE 04/05/25 | 2022-03-29 | 2024-05-03 | $53,212 | $54,042 | -$830 | -$830 |
| 40000 SHRS PARKER-HANNIFIN | 2023-03-09 | 2024-05-03 | $38,917 | $39,612 | -$695 | -$695 |
| 30000 SHRS SPRINT CORP 7.125% DUE 06/15/24 | 2021-04-27 | 2024-05-03 | $30,809 | $35,583 | -$4,774 | -$4,774 |
| 40000 SHRS VF CORP | 2023-03-08 | 2024-05-03 | $38,547 | $37,703 | $844 | $844 |
| 40000 SHRS WORKDAY INC | 2023-03-08 | 2024-05-03 | $38,158 | $37,891 | $267 | $267 |
| 120 SHRS ABBOTT LABORATORIES | 2016-03-17 | 2024-05-03 | $12,797 | $4,755 | $8,042 | $8,042 |
| 260 SHRS ALPHABET INC | 2022-07-18 | 2024-05-03 | $42,878 | $42,878 | $42,878 | |
| 1400 SHRS AMCOR PLC | 2023-02-22 | 2024-04-22 | $12,412 | $15,890 | -$3,478 | -$3,478 |
| 80 SHRS ANALOG DEVICES | 2023-02-22 | 2024-05-03 | $15,549 | $15,433 | $116 | $116 |
| 650 SHRS AT&T INC | 2020-04-20 | 2024-05-03 | $11,065 | $19,500 | -$8,435 | -$8,435 |
| 600 SHRS AT&T INC | 2020-09-22 | 2024-05-03 | $10,214 | $17,462 | -$7,248 | -$7,248 |
| 215 SHRS TRUIST FINL CORP | 2020-09-11 | 2024-05-03 | $8,139 | $8,161 | -$22 | -$22 |
| 360 SHRS TRUIST FINL CORP | 2023-05-18 | 2024-05-03 | $13,628 | $10,667 | $2,961 | $2,961 |
| 100 SHRS BERKSHIRE HATHAWAY | 2017-04-12 | 2024-05-03 | $40,034 | $16,591 | $23,443 | $23,443 |
| 15 SHRS BLACKROCK INC | 2022-06-23 | 2024-05-03 | $11,361 | $9,138 | $2,223 | $2,223 |
| 75 SHRS BROADRIDGE FINL SOLU | 2023-02-22 | 2024-05-03 | $14,503 | $10,743 | $3,760 | $3,760 |
| 150 SHRS CHEVRON CORPORATION | 2013-01-11 | 2024-05-03 | $23,953 | $16,760 | $7,193 | $7,193 |
| 310 SHRS CISCO SYSTEMS INC | 2016-04-07 | 2024-05-03 | $14,627 | $8,599 | $6,028 | $6,028 |
| 450 SHRS CISCO SYSTEMS INC | 2017-09-12 | 2024-05-03 | $21,233 | $14,225 | $7,008 | $7,008 |
| 110 SHRS CME GROUP | 2024-01-30 | 2024-05-03 | $23,136 | $22,690 | $446 | $446 |
| 70 SHRS CONSTELLATION BRAND | 2023-02-22 | 2024-05-03 | $17,909 | $15,998 | $1,911 | $1,911 |
| 125 SHRS DANAHER CORP | 2023-02-22 | 2024-05-03 | $30,712 | $31,761 | -$1,049 | -$1,049 |
| 41 SHRS VERALTO CORPORATION - SPINOFF | 2023-10-02 | 2024-05-03 | $3,864 | $3,864 | $3,864 | |
| 400 SHRS DIMINION ENERGY INC | 2018-04-26 | 2024-05-03 | $20,612 | $25,806 | -$5,194 | -$5,194 |
| 500 SHRS ENERGY INC | 2018-06-26 | 2024-05-03 | $26,525 | $27,646 | -$1,121 | -$1,121 |
| 250 SHRS EXXON MOBIL | 2015-11-19 | 2024-05-03 | $29,077 | $20,186 | $8,891 | $8,891 |
| 25 SHRS META PLATFORMS INC (FACEBOOK INC) | 2019-10-17 | 2024-02-09 | $11,712 | $4,738 | $6,974 | $6,974 |
| 35 SHRS META PLATFORMS INC (FACEBOOK INC) | 2019-10-17 | 2024-05-03 | $15,248 | $6,634 | $8,614 | $8,614 |
| 200 SHRS FASTENAL CO | 2023-02-22 | 2024-05-03 | $13,566 | $10,553 | $3,013 | $3,013 |
| 550 SHRS FIRSTENERGY CORP | 2020-09-22 | 2024-05-03 | $21,362 | $16,167 | $5,195 | $5,195 |
| 550 SHRS FRANKLIN RESOURCES | 2020-05-07 | 2024-05-03 | $12,523 | $10,095 | $2,428 | $2,428 |
| 450 SHRS FRANKLIN RESOURCES | 2020-07-14 | 2024-05-03 | $10,246 | $9,477 | $769 | $769 |
| 25 SHRS GENUINE PARTS CO | 2019-09-06 | 2024-05-03 | $3,933 | $2,359 | $1,574 | $1,574 |
| 100 SHRS GENUINE PARTS CO | 2020-03-31 | 2024-05-03 | $15,732 | $6,399 | $9,333 | $9,333 |
| 135 SHRS GLOBAL PAYMENTS | 2023-02-22 | 2024-05-03 | $14,674 | $15,584 | -$910 | -$910 |
| 80 SHRS HOME DEPOT | 2015-09-01 | 2024-05-03 | $26,485 | $9,292 | $17,193 | $17,193 |
| 75 SHRS IBM CORP | 2020-03-23 | 2024-02-02 | $14,019 | $7,641 | $6,378 | $6,378 |
| 125 SHRS IBM CORP | 2020-03-23 | 2024-05-03 | $20,665 | $12,734 | $7,931 | $7,931 |
| 75 SHRS JACOBS SOLUTIONS INC | 2020-08-27 | 2024-02-02 | $10,298 | $6,643 | $3,655 | $3,655 |
| 175 SHRS JACOBS SOLUTIONS INC | 2020-08-27 | 2024-05-03 | $25,268 | $15,501 | $9,767 | $9,767 |
| 190 SHRS JP MORGAN CHASE | 2017-07-10 | 2024-05-03 | $36,533 | $17,641 | $18,892 | $18,892 |
| 425 SHRS JOHNSON CONTROLS INTER | 2020-06-09 | 2024-05-03 | $25,681 | $15,454 | $10,227 | $10,227 |
| 600 SHRS KEURIG DR PEPPER INC | 2024-01-10 | 2024-05-03 | $20,042 | $19,025 | $1,017 | $1,017 |
| 405 SHRS KRAFT HEINZ CO | 2020-09-22 | 2024-05-03 | $14,582 | $12,338 | $2,244 | $2,244 |
| 130 SHRS MCDONALDS CORP | 2020-03-26 | 2024-05-03 | $35,447 | $20,764 | $14,683 | $14,683 |
| 280 SHRS MEDTRONIC PLC | 2023-10-06 | 2024-05-03 | $22,747 | $21,336 | $1,411 | $1,411 |
| 175 SHRS MERCK & CO INC | 2012-02-24 | 2024-05-03 | $22,577 | $6,687 | $15,890 | $15,890 |
| 175 SHRS MERCK & CO INC | 2013-02-12 | 2024-05-03 | $22,577 | $7,176 | $15,401 | $15,401 |
| 130 SHRS MICROSOFT CORP | 2013-04-24 | 2024-05-03 | $51,210 | $4,048 | $47,162 | $47,162 |
| 350 SHRS MONDELEZ | 2018-01-12 | 2024-05-03 | $24,822 | $14,931 | $9,891 | $9,891 |
| 320 SHRS NUTREIN LTD | 2024-04-26 | 2024-05-03 | $16,637 | $16,708 | -$71 | -$71 |
| 115 SHRS ORACLE CORPORATION | 2016-07-22 | 2024-05-03 | $13,243 | $4,732 | $8,511 | $8,511 |
| 225 SHRS ORACLE CORPORATION | 2017-09-07 | 2024-05-03 | $25,910 | $11,394 | $14,516 | $14,516 |
| 375 SHRS PFIZER INC | 2023-02-22 | 2024-05-03 | $9,954 | $16,058 | -$6,104 | -$6,104 |
| 275 SHRS RAYTHEON TECHNOLOGIES | 2020-04-03 | 2024-05-03 | $27,966 | $16,537 | $11,429 | $11,429 |
| 40 SHRS SNAP ON INC | 2020-06-25 | 2024-02-02 | $11,761 | $5,475 | $6,286 | $6,286 |
| 60 SHRS SNAP ON INC | 2020-06-25 | 2024-05-03 | $16,080 | $8,213 | $7,867 | $7,867 |
| 225 SHRS SYSCO CORP | 2023-06-27 | 2024-05-03 | $16,515 | $16,468 | $47 | $47 |
| 240 SHRS TJX COMPANIES INC | 2019-09-09 | 2024-05-03 | $22,597 | $13,614 | $8,983 | $8,983 |
| 45 SHRS UNITED HEALTH GRP | 2019-08-22 | 2024-05-03 | $21,938 | $10,652 | $11,286 | $11,286 |
| 425 SHRS VERIZON COMMUNICATIONS | 2008-01-31 | 2024-05-03 | $16,784 | $13,130 | $3,654 | $3,654 |
| 400 SHRS VF CORP | 2023-02-22 | 2024-02-12 | $6,162 | $10,570 | -$4,408 | -$4,408 |
| 175 SHRS ZIMMER BIOMET | 2018-03-22 | 2024-05-03 | $20,868 | $20,060 | $808 | $808 |
| 160 SHRS VANGUARD SCOTTSDALE FDS | 2013-03-07 | 2024-02-02 | $13,006 | $13,978 | -$972 | -$972 |
| 475 SHRS VANGUARD SCOTTSDALE FDS | 2013-03-07 | 2024-05-03 | $37,128 | $41,498 | -$4,370 | -$4,370 |
| 525 SHRS VANGUARD SCOTTSDALE FDS | 2020-07-08 | 2024-05-03 | $41,036 | $50,047 | -$9,011 | -$9,011 |
| 85 SHRS ISHARES RUSSELL TOP 200 | 2020-02-12 | 2024-05-03 | $15,867 | $8,803 | $7,064 | $7,064 |
| 110 SHRS ISHARES RUSSELL TOP 200 | 2020-03-16 | 2024-05-03 | $20,534 | $8,965 | $11,569 | $11,569 |
| 115 SHRS ISHARES RUSSELL TOP 200 | 2020-03-19 | 2024-05-03 | $21,467 | $9,176 | $12,291 | $12,291 |
| 50000 SHRS SCHWAB US TRSY MONEY INV | 2020-02-04 | 2024-02-01 | $50,000 | $50,000 | $0 | $0 |
| 16000 SHRS SCHWAB US TRSY MONEY INV | 2023-06-29 | 2024-02-01 | $16,000 | $16,000 | $0 | $0 |
| 35000 SHRS SCHWAB US TRSY MONEY INV | 2023-12-28 | 2024-02-01 | $35,000 | $35,000 | $0 | $0 |
| 150 SHRS SCHWAB US DIVIDEND | 2020-09-21 | 2024-02-02 | $11,553 | $8,559 | $2,994 | $2,994 |
| 850 SHRS SCHWAB US DIVIDEND | 2020-09-21 | 2024-05-03 | $65,360 | $48,500 | $16,860 | $16,860 |
| 2775000 SHRS SCHWAB TREASURY OBLIG MONEY ULTRA | 2024-05-03 | 2024-12-09 | $2,775,000 | $2,775,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $273,291 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,109 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,109 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,109 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $2,044 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $5,204 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $19 | EsPenaltyAmt |
| Overpayment | $76 | OverpaymentAmt |
| Applied To ES Tax | $76 | 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 | 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 |
| Individual With Books | OBERMAYER REBMANN MAXWELL HIPPEL | IndividualWithBooksNm |
| Phone | 2156653000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRE SQUARE WEST 1500 MARKET | AddressLine1Txt |
| Address Line2 | STREET SUITE 3400 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| HUGH SUTHERLAND | ||||||||
| CENTRE SQ WEST 1500 MARKET ST 3400 | PHILADELPHIA | PA | 19102 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANASTASIUS EFSTRATIADES | ||||||||
| CENTRE SQ WEST 1500 MARKET ST 3400 | PHILADELPHIA | PA | 19102 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| WARREN W AYRES | ||||||||
| CENTRE SQ WEST 1500 MARKET ST 3400 | PHILADELPHIA | PA | 19102 | SECRETARY/TREASURER | 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 |
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 | $2,426,338 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $148,557 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,574,895 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,574,895 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $38,623 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,536,272 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $126,814 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $126,814 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,109 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,109 | TotalTaxAmt |
| Distributable Before Adj | $121,705 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $121,705 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $121,705 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,822,355 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,822,355 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $121,705 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $3,060 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $12,585 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $24,162 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $39,807 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,822,355 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $121,705 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,700,650 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,740,457 | 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 | $2,740,457 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,060 | ExcessFromYear4Amt |
| Excess From Year2 | $12,585 | ExcessFromYear2Amt |
| Excess From Year1 | $24,162 | ExcessFromYear1Amt |
| Excess From Current Year | $2,700,650 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | HUGH SUTHERLAND ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CENTRE SQUARE WEST 1500 MARKET | AddressLine1Txt |
| Address Line2 | STREET SUITE 3400 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156653000 | RecipientPhoneNum |
| Form And Info And Materials | IN WRITING ON APPLICATION OBTAINABLE FROM ABOVE | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FUNDS ARE DISTRIBUTED FOR THE BENEFIT OF CHARITABLE RELIGIOUS, SCIENTIFIC & EDUCATIONAL TAX EXEMPT ORGANIZATIONS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CAMP SUNSHINE & CAMP SNOWFLAKE INC | |||||||
| PO BOX 99 | RIDGEWOOD | NJ | 07451 | NONE | PUBLIC CHARITY | TO PROVIDE SUMMER-CAMP AND OTHER RECREATIONAL OPPORTUNITIES FOR CHILDREN AND ADULTS WITH MULTIPLE DISABILITIES. | $10,000 |
| CHRISTA MCAULIFFE SCHOOL PARENT TEACHER ORGANIZATION | |||||||
| 17 NORTH SPRING STREET | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO PROVIDE RELIEF TO NEEDY FAMILIES IN THE CONCORD, NEW HAMPSHIRE AREA. | $10,000 |
| CHURCH OF THE REDEEMER BRYN MAWR | |||||||
| 230 PENNSWOOD ROAD | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | TO SUPPORT CHURCH ORGAN RENOVATION AND ACOUSTICAL STUDIES FOR MAIN CHURCH BUILDING. | $50,000 |
| CRADLE OF HOPE | |||||||
| 1657 THE FAIRWAY 140 | JENKINTOWN | PA | 19046 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING SUPPORT TO AID IN TRANSITIONAL HOUSING, CASE MANAGEMENT AND CRISIS PREGNANCY SERVICES FOR LOW-INCOME, HOMELESS, SINGLE MOTHERS AND THEIR INFANTS FROM PHILADELPHIA AND THE SURROUNDING COUNTIES. | $10,000 |
| CROSSROADS FOR KIDS INC | |||||||
| 119 MYRTLE STREET | DUXBURY | MA | 02332 | NONE | PUBLIC CHARITY | TO OPERATE SUMMER OVERNIGHT CAMPS AND YEAR-ROUND LEADERSHIP PROGRAMS FOR DISADVANTAGED YOUTH IN THE BOSTON, MASSACHUSETTS AREA. | $10,000 |
| DAWN'S PLACE | |||||||
| PO BOX 48253 | PHILADELPHIA | PA | 19144 | NONE | PUBLIC CHARITY | OR GENERAL OPERATING SUPPORT THAT WILL PROVIDE ONE YEAR OF SAFE HOUSING AND COMPREHENSIVE SERVICES TO AN ADULT WOMAN WHO ARE VICTIMS OF COMMERCIAL SEXUAL EXPLOITATION AND SEX TRAFFICKING. | $10,000 |
| DOWNTOWN EVENING SOUP KITCHEN | |||||||
| 151 EAST STREET | NEW HAVEN | CT | 06510 | NONE | PUBLIC CHARITY | TO PROVIDE MEALS TO HOMELESS AND OTHER NEEDY PERSONS IN NEW HAVEN, CONNECTICUT. | $10,000 |
| ECUMENICAL PATRIARCH BARTHOLOMEW FOUNDATION INC | |||||||
| 8 EAST 79TH STREET | NEW YORK | NY | 10075 | NONE | PUBLIC CHARITY | TO SUPPORT THE GREEK ORTHODOX SACRED SEE OF ST. ANDREW IN ISTANBUL, TURKEY. | $200,000 |
| ELDERNET OF LOWER MERION AND NARBERTH | |||||||
| 9 SOUTH BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | PUBLIC CHARITY | TO PROVIDE SERVICES TO THE ELDERLY IN THE LOWER MERION, PENNSYLVANIA AREA. | $200,000 |
| FAMILY PROMISE OF THE MAIN LINE | |||||||
| 1449 DEKALB ST | NORRISTOWN | PA | 19401 | NONE | PUBLIC CHARITY | FOR GENERAL OPERATING SUPPORT OF THE EMERGENCY SHELTER PROGRAM, A VOLUNTEER-BASED SHELTER FOR HOMELESS FAMILIES, WITH PROFESSIONAL CASE MANAGEMENT SERVICES THAT FILL CRITICAL GAPS IN THE SOCIAL SAFETY NET. | $50,000 |
| FLANDERS NATURE CENTER & LAND TRUST INC | |||||||
| 5 CHURCH HILL ROAD | WOODBURY | CT | 06798 | NONE | PUBLIC CHARITY | TO OPERATE A NATURE EDUCATION CENTER AND LAND PRESERVATION TRUST IN NORTHWESTERN CONNECTICUT. | $10,000 |
| FRIENDS OF CHILDREN IN AFRICA | |||||||
| 1433 WAVERLY ROAD | GLADWYNE | PA | 19035 | NONE | PUBLIC CHARITY | TO PROVIDE SCHOLARSHIPS AND OTHER EDUCATIONAL SUPPORT TO POOR CHILDREN IN KAMPALA, UGANDA. | $50,000 |
| FRIENDS OF THE LOS ANGELES RIVER | |||||||
| 570 W AVENUE 26 SUITE 250 | LOS ANGELES | CA | 90065 | NONE | PUBLIC CHARITY | TO ADVOCATE FOR NATURE, CLIMATE, AND EQUITY ON THE LOS ANGELES RIVER. | $10,000 |
| GORGE COMMUNITY FOUNDATION | |||||||
| PO BOX 1711 | HOOD RIVER | OR | 97031 | NONE | PUBLIC CHARITY | TO SUPPORT CHARITABLE ORGANIZATIONS AND ACTIVITIES IN THE COLUMBIA GORGE AREA OF NORTHERN OREGON AND SOUTHERN WASHINGTON STATE. | $50,000 |
| GREEK ORTHODOX METROPOLIS OF NEW JERSEY | |||||||
| 315 EAST GROVE STREET | WESTFIELD | NJ | 17090 | NONE | PUBLIC CHARITY | TO SUPPORT THE MISSION OF THE GREEK ORTHODOX ARCHDIOCESE IN NEW JERSEY | $200,000 |
| HELLENIC FEDERATION OF NEW JERSEY INC | |||||||
| 1024 EASTON AVE | SOMERSET | NJ | 08872 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL SUPPORT FOR HELLENIC CULTURAL EVENTS, ASSIST NEEDY PERSONS IN THE HELLENIC COMMUNITY, AND CONTRIBUTE TO A SCHOLARSHIP FUND FOR YOUNGER MEMBERS OF THE HELLENIC COMMUNITY. | $25,000 |
| HIGHLANDS CURRENT INC | |||||||
| 142 MAIN STREET | COLD SPRING | NY | 10516 | NONE | PUBLIC CHARITY | TO SUPPORT THE OPERATIONS OF A NON-PROFIT LOCAL COMMUNITY NEWSPAPER BASED IN COLD SPRING, NEW YORK. | $5,000 |
| JUNIOR SERVICE LEAGUE OF CONCORD NH | |||||||
| PO BOX 1531 | CONCORD | NH | 03301 | NONE | PUBLIC CHARITY | TO PROVIDE SUPPORT TO WOMEN AND CHILDREN IN CRISIS IN THE CONCORD, NEW HAMPSHIRE AREA. | $10,000 |
| KELLY BRUSH FOUNDATION | |||||||
| 3 MAIN STREET - SUITE 105 | BURLINGTON | VT | 05401 | NONE | PUBLIC CHARITY | TO PROVIDE ACTIVITIES AND SUPPORT TO ATHLETES AND OTHER INDIVIDUALS WITH SPINAL CORD INJURIES. | $10,000 |
| KEYSTONE HUMAN SERVICES | |||||||
| 4391 STURBRIDGE DRIVE | HARRISBURG | PA | 17110 | NONE | PUBLIC CHARITY | SUPPORT OF THE SUSQUEHANNA SERVICE DOGS (SSD) PROGRAM, WHICH BREEDS, RAISES, TRAINS AND PLACES SERVICE/HEARING DOGS TO ASSIST CHILDREN AND ADULTS WITH DISABILITIES TO LEAD THE LIVES THEY WANT TO LIVE AS INDEPENDENTLY AS POSSIBLE. FOR SUPPORT IN ENDING THE INSTITUTIONALIZATION OF INDIVIDUALS WITH INTELLECTUAL DISABILITIES AND HELP PEOPLE LIVE AS INDEPENDENTLY AS POSSIBLE. THE GRANT WOULD COVER THE TOTAL COST TO SUPPORT ONE DOG PREPARED FOR PLACEMENT WITH SOMEONE ON THE CURRENT WAITLIST. | $9,000 |
| LANDMARK SCHOOL | |||||||
| 429 HALE STREET PO BOX 227 | PRIDES CROSSING | MA | 01965 | NONE | PUBLIC CHARITY | TO OPERATE A PRIVATE K-12 SCHOOL FOR CHILDREN WITH DYSLEXIA AND SIMILAR LEARNING DISABILITIES. | $50,000 |
| LAWYERS FOR CIVIL RIGHTS | |||||||
| 61 BATTERY MARCH STREET 5TH FLOOR | BOSTON | MA | 02110 | NONE | PUBLIC CHARITY | TO FIGHT DISCRIMINATION AND FOSTER EQUITY THROUGH LEGAL ADVOCACY, EDUCATION, AND ECONOMIC EMPOWERMENT IN THE BOSTON, MASSACHUSETTS AREA. | $10,000 |
| LIGHTHOUSE YOUTH CENTER | |||||||
| 245 COMMERCE STREET PO BOX 38 | OXFORD | PA | 19363 | NONE | PUBLIC CHARITY | TO SUPPORT A PARA-CHURCH ORGANIZATION THAT REACHES YOUTH AGES 9-18 WITH THE MESSAGE OF THE GOOD NEWS OF JESUS CHRIST. | $5,000 |
| MOTHER'S HOME | |||||||
| 51 NORTH MCDADE BLVD | DARBY | PA | 19023 | NONE | PUBLIC CHARITY | TO PROVIDE A SAFE HAVEN FOR VULNERABLE PREGNANT WOMEN IN CRISIS WHO CHOOSE LIFE AS A SACRED GIFT. | $7,000 |
| NATIONAL LYMPHEDEMA NETWORK | |||||||
| 2229 BRIDGE AVE PO BOX 667 | POINT PLEASANT | NJ | 08742 | NONE | PUBLIC CHARITY | FOR GENERAL SUPPORT FOR TECHNOLOGY COSTS. | $5,000 |
| NORTHFIELD MOUNT HERMON SCHOOL | |||||||
| ONE LAMPLIGHTER WAY | GRILL | MA | 01354 | NONE | PUBLIC CHARITY | TO FURTHER ENDOW THE GEORGE RENTSCHLER HUGH SUTHERLAND ENDOSED SCHOLARSHIP FUND. | $930,000 |
| ORDER OF AHEPA FOUNDATION INC | |||||||
| 1909 Q WEST STREET NW - SUITE 500 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | FOR GENERAL SUPPORT IN PROVIDING FUNDS TO SUPPORT HELLENIC CULTURAL PROGRAMS AND SCHOLARSHIPS FOR STUDENTS INTERESTED IN HELLENIC STUDIES. | $200,000 |
| ORDER OF AHEPA OF CAMDEN COUNTY | |||||||
| 7010 KAIGHN AVENUE US HIGHWAY 70 | PENNSAUKEN | NJ | 08109 | NONE | PUBLIC CHARITY | TO PROMOTE THE ANCIENT HELLENIC IDEALS OF EDUCATION, PHILANTHROPY, CIVIC RESPONSIBILITY, FAMILY, AND INDIVIDUAL EXCELLENCE THROUGH COMMUNITY SERVICE AND VOLUNTEERISM. | $100,000 |
| PHILIPSTOWN DEPOT THEATRE INC | |||||||
| 10 GARRISIONS LANDING PO BOX 221 | GARRISION | NY | 10524 | NONE | PUBLIC CHARITY | TO PRESENT STAGE, FILM, AND MUSICAL PRODUCTIONS AT ITS THEATRE IN GARRISON, NEW YORK. | $5,000 |
| PIFARRO THE RENAISSANCE BAND | |||||||
| 2238 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | TO PROVIDE SUPPORT OF THE HYBRID SEASON OF IN-PERSON AND ONLINE CONCERTS FOR THE CURRENT SEASON. | $300,000 |
| RYAN'S CASE FOR SMILES | |||||||
| 295 EAST SWEDESFORD ROAD - 395 | WAYNE | PA | 19076 | NONE | PUBLIC CHARITY | TO HELP CHILDREN COPE WITH CANCER AND OTHER SERIOUS ILLNESSES. | $10,000 |
| ST THOMAS HELLENIC AFTERNOON SCHOOL | |||||||
| 615 MERCER STREET | CHERRY HILL | NJ | 08002 | NONE | PUBLIC CHARITY | FOR PURCHASE OF ONLINE INSTRUCTION PROGRAM FOR GREEK LANGUAGE, ELLINOPOULA AND FUNDING OF ZOOM SUBSCRIPTION TO CONTINUE AFTERNOON SCHOOL. | $125,000 |
| SUPPORT CENTER FOR CHILD ADVOCATES | |||||||
| 1617 JFK BLVD SUITE 1200 | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | FOR SUPPORT OF CHILDREN WITH COMPLEX MEDICAL NEEDS PROGRAM WHICH PROVIDES LAWYER AND SOCIAL WORKER ADVOCATES FOR YOUNG CHILDREN WITH LASTING PHYSICAL PROBLEMS RELATED TO ABUSE AND NEGLECT. | $12,000 |
| THE BARN AT SPRING BROOK FARM | |||||||
| 360 LOCUST GROVE RD | WEST CHESTER | PA | 19382 | NONE | PUBLIC CHARITY | TO PROVIDE SUPPORT OF CHILDREN WITH DISABILITIES AGES 2-12 THROUGH ANIMAL ASSISTED AND NATURE-BASED ACTIVITIES ON A 17-ACRE FARM IN WEST CHESTER, PA. DEPENDING ON THE UNIQUE NEEDS AND GOALS OF EACH CHILD WE SERVE, ACTIVITIES AND OUTCOMES MAY INCLUDE FEEDING, GROOMING, AND EXERCISING OUR ANIMALS TO BUILD SMALL AND LARGE MOTOR SKILLS; INDIVIDUAL PROGRAMS; CAMP GERONIMO SUMMER CAMP; EDUCATIONAL FIELD TRIPS; QUARTERLY SOCIALIZATION EVENTS, RECORDED AND LIVE INTERACTIVE VIRTUAL PROGRAMS. | $5,000 |
| THE FEDERATION OF HELLENIC AMERICAN SOCIETIES OF PHILADELPHIA AND GREATER D | |||||||
| 145 CHESWOLD LANE | HAVERFORD | PA | 19041 | NONE | PUBLIC CHARITY | TO PROVIDE FINANCIAL SUPPORT FOR HELLENIC CULTURAL EVENTS, ASSIST NEEDY PERSONS IN THE HELLENIC COMMUNITY, AND CONTRIBUTE TO A SCHOLARSHIP FUND FOR YOUNGER MEMBERS OF THE HELLENIC COMMUNITY. | $50,000 |
| THE MCGILLIS SCHOOL | |||||||
| 668 SOUTH 1300 EAST | SALT LAKE CITY | UT | 84102 | NONE | PUBLIC CHARITY | TO OPERATE AN INDEPENDENT PRIVATE K-8 SCHOOL IN SALT LAKE CITY, UTAH | $50,000 |
| TO OUR CHILDREN'S FUTURE WITH HEALTH INC | |||||||
| 4035 POWELTON AVENUE | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | TO PROVIDE GENERAL SUPPORT TO THE LEWIS C. CASSIDY SCHOOL AND ROBERT E. LAMBERTON SCHOOL PROGRAMS. | $7,000 |
| VETRI COMMUNITY PARTNERSHIP | |||||||
| 915 SPRING GARDEN ST SUITE 103 | PHILADELPHIA | PA | 19123 | NONE | PUBLIC CHARITY | TO PROVIDE NUTRITIONAL EDUCATION THROUGH THE OFFERING OF COOKING CLASSES. | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,815,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $105,236 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $273,291 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $378,527 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $378,527 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT INCOME AND CAPITAL GAINS PROVIDE RESOURCES TO FUND GRANTS |
| 4 | PAID OUT TO FURTHER THE EXEMPT PURPOSE OF THE FOUNDATION. FURTHERMORE |
| 8 | THIS INCOME IS EXCLUDED FROM GROSS INCOME UNDER CODE SECTION 103. |
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 | $7,665 | Amt |
| Net Investment Income | $3,833 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,832 | DisbursementsCharitablePrpsAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $7,046 | LegalFeesAmt |
| Net Investment Income | $3,523 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,523 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTING | CategoryTxt |
| Amt | $3,625 | Amt |
| Net Investment Income | $3,625 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAX PAYMENTS | CategoryTxt |
| Amt | $4,346 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |