ENERGY TRANSFER SUNOCO FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- ENERGY TRANSFER SUNOCO FOUNDATION (EIN 20-3459268)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-05-13
- IRS object ID
- 201401339349101495
- Schema version
- 2013v3.1
- 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
- Compensation Explanation
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-05-13T19:44:01-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1 |
| City | Lake Success | City |
| State | NY | State |
| ZIP Code | 11042 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203459268 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Sunoco Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % c/o Foundation Source | InCareOfNm |
| Business Name Control | SUNO | BusinessNameControlTxt |
| Phone | 2159776910 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 Market Street | AddressLine1 |
| Address Line2 | Suite LL | AddressLine2 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ruth A Clauser | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2159776910 | PhoneNum |
| Signature | 2014-05-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $32,526,876 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $2,810 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,810 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $795,997 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $795,997 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $758,012 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,641,500 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $758,012 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,556,819 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,556,819 | TotalNetInvstIncmAmt |
| Taxes Rev And Expnss | $20,187 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $72,886 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $72,886 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $93,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $72,886 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,763,869 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,763,869 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,856,942 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,836,755 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$300,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,556,819 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $272,821 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $518,690 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $518,690 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $30,246,372 | CorporateStockBOYAmt |
| Corporate Stock EOY | $29,700,380 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $32,008,186 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $30,519,193 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,219,070 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $32,526,876 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $30,519,193 | RetainedEarningBOYAmt |
| Retained Earning EOY | $30,219,070 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $30,519,193 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $30,219,070 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $30,519,193 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $30,219,070 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $30,519,193 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$300,123 | ExcessRevenueOverExpensesAmt |
| Subtotal | $30,219,070 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $30,219,070 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $2,641,500 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,883,488 | CostOrOtherBasisAmt |
| Gain Or Loss | $758,012 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $758,012 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $758,012 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,256,146 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $28,919,683 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.078014 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,810,515 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $29,777,714 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060801 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,734,770 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,571,534 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060717 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,704,257 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $26,185,013 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.065085 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $3,531,504 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $31,030,973 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.113806 | DistributionYr5Rt |
| Total Distribution | 0.378423 | TotalDistributionRt |
| Average Distribution | 0.075685 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,058,940 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,350,696 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,568 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,366,264 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,836,755 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,136 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $31,136 | SubtotalAmt |
| Tax Based On Investment Income | $31,136 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,300 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $18,836 | 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 | PA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | co Foundation Source | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2159776910 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1 |
| City | Wilmington | City |
| State | DE | State |
| ZIP Code | 198091377 | ZIPCode |
| 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 | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| 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 (17 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Anne-Marie Ainsworth | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir | 1.0 | $0 |
| Cynthia A Archer | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | VP / Dir | 1.0 | $0 |
| Jeffrey W Byard | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir | 1.0 | $0 |
| Ruth A Clauser | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Pres / Dir | 1.0 | $0 |
| John J DiRocco Jr | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Sec | 1.0 | $0 |
| Arnold D Dodderer | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir / Sec | 1.0 | $0 |
| Teresa Gavigan | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | VP / Dir | 1.0 | $0 |
| Clare P McGrory | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir / Treas | 1.0 | $0 |
| Robert W Owens | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Chairman of the Board / Dir | 1.0 | $0 |
| Daniel J Platt | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Assistant Treas | 1.0 | $0 |
| Brent Ratliff | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir | 1.0 | $0 |
| Kathleen Shea-Ballay | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir | 1.0 | $0 |
| Charmian Uy | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir / Treas | 1.0 | $0 |
| David C Webster | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir | 1.0 | $0 |
| Megan Zaffarese | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir | 1.0 | $0 |
| John L Zeidler | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Dir | 1.0 | $0 |
| Dennis Zeleny | ||||||
| 1735 Market Street | Philadelphia | PA | 19103 | Chairman of the Board | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 Walls Drive suite 302 | AddressLine1 |
| City | Fairfield | City |
| State | CT | State |
| ZIP Code | 06824 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Administrative | ServiceTypeTxt |
| Compensation | $72,886 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $31,048,280 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $483,639 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,531,919 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,531,919 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $472,979 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,058,940 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,552,947 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,552,947 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,136 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,136 | TotalTaxAmt |
| Distributable Before Adj | $1,521,811 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,521,811 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,521,811 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,836,755 | 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 | $1,836,755 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,836,755 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,521,811 | DistributableAsAdjustedAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr5 | $2,115,361 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $410,899 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $303,159 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $339,325 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $830,549 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,999,293 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,836,755 | QualifyingDistributionsAmt |
| Applied To Current Year | $1,521,811 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $314,944 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,314,237 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $2,115,361 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,198,876 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $410,899 | ExcessFromYear4Amt |
| Excess From Year3 | $303,159 | ExcessFromYear3Amt |
| Excess From Year2 | $339,325 | ExcessFromYear2Amt |
| Excess From Year1 | $830,549 | ExcessFromYear1Amt |
| Excess From Current Year | $314,944 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (29 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NATURAL SCIENCES | |||||||
| 1900 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | N/A | PC | Women In Natural Sciences Project | $15,000 |
| AMERICAN HEART ASSOCIATION | |||||||
| 1617 JFK BLVD | PHILADELPHIA | PA | 19103 | N/A | PC | Go Red for Women Campaign - have a heart...save a life | $10,000 |
| AMERICAN RED CROSS SOUTHEASTERN PA CHAPTer | |||||||
| 2221 CHESTNUT ST | PHILADELPHIA | PA | 19103 | N/A | PC | Red Cross Southeastern Pennsylvania and Penn-Jersey Blood Region Fuel Grant | $250,000 |
| BOYS & GIRLS CLUBS OF PHILADELPHIA INC | |||||||
| 1518 WALNUT ST | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $8,019 |
| BOYS & GIRLS CLUBS OF PHILADELPHIA INC | |||||||
| 1518 WALNUT ST | PHILADELPHIA | PA | 19102 | N/A | PC | Call to Action Literacy Initiative | $25,000 |
| CHEROKEE CROSSROADS FOUNDATION INC | |||||||
| 3738 OAK LAWN AVE | DALLAS | TX | 75219 | N/A | PC | Charitable Event | $10,000 |
| CITY YEAR INC | |||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | N/A | PC | South Philadelphia HS City Year Team Program | $50,000 |
| COLONIAL MANOR FIRE ASSN INC | |||||||
| PO BOX 751 | WOODBURY | NJ | 08096 | N/A | PC | Acquisition of Fire Apparatus | $750,000 |
| CONGRESO DE LATINOS UNIDOS INC | |||||||
| 216 W SOMERSET ST | PHILADELPHIA | PA | 19133 | N/A | PC | Strengthening Latino Communities through education and workforce development | $25,000 |
| DELAWARE VALLEY GRANTMAKERS | |||||||
| 230 S BROAD ST STE 402 | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $5,000 |
| DELAWARE VALLEY GRANTMAKERS | |||||||
| 230 S BROAD ST STE 402 | PHILADELPHIA | PA | 19102 | N/A | PC | Membership Campaign | $6,600 |
| ECONOMY LEAGUE OF GREATER PHILADELPHIA | |||||||
| 230 S BROAD ST STE 403 | PHILADELPHIA | PA | 19102 | N/A | PC | 2013 Corporate Regional Leadership Program | $15,000 |
| FORD'S THEATRE SOCIETY | |||||||
| 514 10TH ST NW | WASHINGTON | DC | 20004 | N/A | PC | 2013 Sponsorship of "A Christmas Carol" Production | $50,000 |
| FRANKLIN INSTITUTE | |||||||
| 222 N 20TH ST | PHILADELPHIA | PA | 19103 | N/A | PC | Sponsorship of Franklin Institute Traveling Science Shows and Corporate Membership Program | $65,000 |
| GREATER PHILADELPHIA TRADITIONS INC | |||||||
| PO BOX 22618 | PHILADELPHIA | PA | 19110 | N/A | PC | General & Unrestricted | $50,000 |
| LEADERSHIP PHILADELPHIA | |||||||
| 123 S BROAD ST STE 2044 | PHILADELPHIA | PA | 19109 | N/A | PC | General & Unrestricted | $750 |
| LOWCOUNTRY FOOD BANK INC | |||||||
| 2864 AZALEA DR | CHARLESTON | SC | 29405 | N/A | PC | General & Unrestricted | $10,000 |
| NATIONAL CONSTITUTION CENTER | |||||||
| 525 ARCH ST | PHILADELPHIA | PA | 19106 | N/A | PC | Young Citizens Scholarship Fund | $25,000 |
| NATIONAL NURSING CENTER CONSORTIUM INC | |||||||
| 260 S BROAD ST 18TH FL | PHILADELPHIA | PA | 19102 | N/A | PC | Sponsor a Student Program | $5,000 |
| PARTNERSHIP FOR THE DELAWARE ESTUARY INC | |||||||
| 110 S POPLAR ST STE 202 | WILMINGTON | DE | 19801 | N/A | PC | General & Unrestricted | $15,000 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | N/A | PC | Fuel to Provide Food Fund | $200,000 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | N/A | PC | 30th Anniversary Campaign | $30,000 |
| PHILADELPHIA FUTURES | |||||||
| 230 S BROAD ST | PHILADELPHIA | PA | 19102 | N/A | PC | Sponsor a Scholar Scholarship fund | $25,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | N/A | PC | Corporate Partners to support education in the community | $25,000 |
| THE PHILADELPHIA ACADEMIES INC | |||||||
| 230 S BROAD ST 13TH FL | PHILADELPHIA | PA | 19102 | N/A | PC | General & Unrestricted | $8,500 |
| THE PHILADELPHIA ACADEMIES INC | |||||||
| 230 S BROAD ST 13TH FL | PHILADELPHIA | PA | 19102 | N/A | PC | Career Academy Education Project | $50,000 |
| THE SHIPLEY SCHOOL | |||||||
| 814 YARROW ST | BRYN MAWR | PA | 19010 | N/A | PC | Capital Campaign Fund | $10,000 |
| TRI-STATE BIRD RESCUE AND RESEARCH INC | |||||||
| 110 POSSUM HOLLOW RD | NEWARK | DE | 19711 | N/A | PC | General & Unrestricted | $10,000 |
| URBAN LEAGUE OF PHILADELPHIA | |||||||
| 121 S BROAD ST FL 9 | PHILADELPHIA | PA | 19107 | N/A | PC | General & Unrestricted | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,763,869 | TotalGrantOrContriPdDurYrAmt |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,810 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $795,997 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $758,012 | 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 | $1,556,819 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,556,819 | TotalIncomeProducingActyAmt |
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 |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (6 entries)
| Short ExplanationShortExplanationTxt |
|---|
| Anne-Marie Ainsworth |
| *Removed from position in 2013 |
| John J DiRocco Jr |
| *Removed from position in 2013 |
| Daniel J Platt |
| *Removed from position in 2013 |
| Charmian Uy |
| *Removed from position in 2013 |
| David C Webster |
| *Removed from position in 2013 |
| Dennis Zeleny |
| *Removed from position in 2013 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD DEVELOPED MARKETS IND | $8,292,297 | $7,458,143 |
| VANGUARD TOTAL BOND MARKET IND | $6,060,374 | $6,239,178 |
| VANGUARD TOTAL STOCK MARKET IN | $3,469,481 | $4,701,655 |
| VANGUARD WELLINGTON ADMIRAL FU | $11,878,228 | $13,609,210 |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Administrative Fees | Desc |
| Revenue And Expenses Per Books | $72,886 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $72,886 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 990-PF Estimated Tax for 2013 | $12,300 |
| 990-PF Excise Tax for 2012 | $7,887 |