CURATERRA FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CURATERRA FOUNDATION (EIN 20-1909615)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-11
- IRS object ID
- 201402239349100755
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-11T15:42:00-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Drucker & Scaccetti PC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 Market StreetSuite 3300 | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201909615 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Curaterra Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % CARL A GUARINO | InCareOfNm |
| Business Name Control | CURA | BusinessNameControlTxt |
| Phone | 4844313073 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 Mine Road | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | Malvern | City |
| State | PA | State |
| ZIP Code | 19355 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CARL A GUARINO | PersonNm |
| Person Title | CHAIRMAN OF THE BOARD | PersonTitleTxt |
| Phone | 4844313073 | PhoneNum |
| Signature | 2014-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE SCACCETTI | PreparerPersonNm |
| Phone | 2156653960 | 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 | $10,926,920 | 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 | $3,252,343 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $182,964 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $182,951 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,045,546 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,828,454 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,045,546 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,527 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,527 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,482,380 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,230,024 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $11,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,125 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $10,125 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $18,036 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,036 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $8,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,218 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $25 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $25 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $38,029 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,343 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,186 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $416,025 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $416,025 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $454,054 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,343 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $444,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,028,326 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,227,681 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Stock BOY | $6,144,286 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,211,766 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,344,578 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $551,942 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $587,868 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $582,342 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $6,696,228 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,799,634 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,926,920 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $6,696,228 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,799,634 | CapitalStockEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,696,228 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,799,634 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,696,228 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,799,634 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,696,228 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,028,326 | ExcessRevenueOverExpensesAmt |
| Subtotal | $12,724,554 | SubtotalAmt |
| Other Decreases | $2,924,920 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,799,634 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SEE ATTACHED STATEMENT - ST | 2013-01-01 | 2013-12-31 | $399,438 | $371,484 | $27,954 | $27,954 | |
| SEE ATTACHED STATEMENT - LT | 2012-01-01 | 2013-12-31 | $407,384 | $334,001 | $73,383 | $73,383 | |
| 1,110,000 SHS PROCURIAN INC | 2012-01-01 | 2013-12-31 | $2,881,306 | $77,423 | $2,803,883 | $2,803,883 | |
| CAPITAL GAIN DIVIDENDS | $140,326 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,045,546 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $366,251 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,767,275 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054121 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $284,302 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,332,266 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $220,424 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,633,164 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.03913 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $358,961 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,938,631 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.072684 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $337,453 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,920,879 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.048759 | DistributionYr5Rt |
| Total Distribution | 0.259591 | TotalDistributionRt |
| Average Distribution | 0.051918 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,728,600 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $401,253 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $32,277 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $433,530 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $444,211 | 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 | $32,277 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $32,277 | SubtotalAmt |
| Tax Based On Investment Income | $32,277 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,009 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $32,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $38,009 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,732 | OverpaymentAmt |
| Applied To ES Tax | $5,732 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARL A GUARINO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4844313073 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 228 MINE ROAD | AddressLine1 |
| City | MALVERN | City |
| State | PA | State |
| ZIP Code | 19355 | 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| Alice B Guarino | ||||||||
| 228 Mine Road | Malvern | PA | 19355 | President | 1.0 | $0 | $0 | $0 |
| Carl A Guarino | ||||||||
| 228 Mine Road | Malvern | PA | 19355 | Chairman of the Board | 1.0 | $0 | $0 | $0 |
| Eric Guarino | ||||||||
| 228 Mine Road | Malvern | PA | 19355 | Treasurer | 1.0 | $0 | $0 | $0 |
| Doris Leisch | ||||||||
| 228 Mine Road | Malvern | PA | 19355 | Vice President | 1.0 | $0 | $0 | $0 |
| Tiel Batters Guarino | ||||||||
| 228 Mine Road | Malvern | PA | 19355 | Secretary | 1.0 | $0 | $0 | $0 |
| Christopher Guarino | ||||||||
| 228 Mine Road | Malvern | PA | 19355 | Director | 1.0 | $0 | $0 | $0 |
| Karen Guarino | ||||||||
| 228 Mine Road | Malvern | PA | 19355 | Director | 1.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,557,057 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $289,237 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,846,294 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,846,294 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $117,694 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,728,600 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $386,430 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $386,430 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $32,277 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $32,277 | TotalTaxAmt |
| Distributable Before Adj | $354,153 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $354,153 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $354,153 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $444,211 | 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 | $444,211 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $32,277 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $411,934 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $354,153 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $259,712 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $444,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $259,712 | AppliedToYear1Amt |
| Applied To Current Year | $184,499 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $169,654 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | CARL A GUARINO | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1 | Address Line2RecipientUSAddress/AddressLine2 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| Millennium Promise Alliance | ||||||||
| 475 Riverside Drive | Suite 1040 | New York | NY | 10115 | NONE | PC | TO SUPPORT VILLAGE CLUSTER TANZANIA | $100,000 |
| Depaul USA Inc | ||||||||
| 5725 Sprague Street | Philadelphia | PA | 19138 | NONE | PC | CHARITABLE - GENERAL OPERATING SUPPORT | $40,000 | |
| Lutheran Settlement House | ||||||||
| 1340 Frankford Avenue | Philadelphia | PA | 19125 | NONE | PC | TO SUPPORT ADULT LITERACY AND MEDICAL ADVOCATE PROGRAM | $52,500 | |
| PathWays PA Inc | ||||||||
| 310 Amosland Road | Holmes | PA | 19043 | NONE | PC | TO SUPPORT FINANCIAL OPPORTUNITY CENTER IN CHESTER | $50,000 | |
| Malvern Preparatory School | ||||||||
| 218 South Warren Avenue | Malvern | PA | 13555 | NONE | PC | CHARITABLE - SENIOR SERVICE PROJECT | $3,000 | |
| Spark Program Inc | ||||||||
| 251 Rhode Island Street | Suite 205 | San Francisco | CA | 94103 | NONE | PC | GENERAL OPERATING FOR PUBLIC SCHOOL PROGRAM IN PHILADELPHIA | $9,500 |
| Delaware Valley Grantmakers | ||||||||
| 230 S Broad Street | Suite 402 | Philadelphia | PA | 19102 | NONE | PC | CHARITABLE | $1,025 |
| Philadelphia Freedom Valley YMCA | ||||||||
| 2000 Market Street Suite 750 | Philadelphia | PA | 19103 | NONE | PC | TO SUPPORT YCARES PROGRAM | $10,000 | |
| Project Home | ||||||||
| 1515 Fairmount Ave | Philadelphia | PA | 19130 | NONE | PC | TO SUPPORT STEPHEN KLEIN WELLNESS CENTER | $50,000 | |
| The Food Trust | ||||||||
| 1617 John F Kennedy Boulevard 900 | Philadelphia | PA | 19103 | NONE | PC | TO SUPPORT EXPANSION OF FARMER'S MARKETS | $35,000 | |
| The Greenlight Fund | ||||||||
| 1501 Cherry Street | Philadelphia | PA | 19102 | NONE | PC | EXPANSION OF SINGLE STOP IN PHILADELPHIA | $15,000 | |
| Trustees of the University of Pennsylvania | ||||||||
| 1 College Hall Room 100 | Philadelphia | PA | 19104 | NONE | PC | PARENT OUTREACH PROGRAM AT HENRY C. LEA SCHOOL | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $416,025 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILLENIUM PROMISE ALLIANCE | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 475 Riverside Drive | AddressLine1 |
| Address Line2 | Suite 1040 | AddressLine2 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10115 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Grant Or Contribution Purpose | charitable | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $182,964 | 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 | $3,045,546 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSE RECOVERY | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $1,527 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $3,230,037 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,230,037 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1 | CityContributorUSAddress/City | StateContributorUSAddress/State | ZIP CodeContributorUSAddress/ZIPCode | Total ContributionsTotalContributionsAmt | Noncash ContributionNoncashContributionInd | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|---|
| Carl Alice Guarino | |||||||
| 1 | 228 Mine Road | Malvern | PA | 19355 | $3,002,343 | Yes (X) | |
| Carl Alice Guarino | |||||||
| 2 | 228 Mine Road | Malvern | PA | 19355 | $250,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,110,000 SHARES PROCURIAN INC. BASIS IN SHARES: $77,423 FMV IN EXCESS OF BASIS: $2,924,920 | NoncashPropertyDesc |
| Fair Market Value | $3,002,343 | FairMarketValueAmt |
| Received | 2013-10-30 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMIN, ACCTING & TAX PREP FEES | CategoryTxt |
| Amt | $11,250 | Amt |
| Net Investment Income | $1,125 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,125 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | SEI HIGH YIELD BD FD | BondNm |
| EOY Book Value | $587,868 | EOYBookValueAmt |
| EOYFMV | $582,342 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK-ATTACHMENT 7A | StockNm |
| EOY Book Value | $9,211,766 | EOYBookValueAmt |
| EOYFMV | $10,344,578 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FMV OF CONTRIBUTED SECURITIES IN EXCESS | $0 |
| OF DONOR'S BASIS | $2,924,920 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DELAWARE SECRETARY OF STATE | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Disbursements Charitable Prps | $25 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXPENSE RECOVERY | Desc |
| Revenue And Expenses Per Books | $1,527 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $1,527 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CONSULTANT FEES | CategoryTxt |
| Amt | $18,036 | Amt |
| Disbursements Charitable Prps | $18,036 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAX | $1,218 | $1,218 |
| FEDERAL EXCISE TAX | $7,500 |