BENEFICIA FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BENEFICIA FOUNDATION (EIN 24-6015630)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2013-09-19
- IRS object ID
- 201332629349100303
- Schema version
- 2012v2.1
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-09-19T13:30:26-05:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232472424 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pitcairn Trust Company | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 Township Line Road Ste 3000 | AddressLine1 |
| City | Jenkintown | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 246015630 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENEFICIA FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BENE | NameControl |
| Phone | 2158876700 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE PITCAIRN PLACE No 3000 | AddressLine1 |
| City | JENKINTOWN | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | J DANIEL MITCHELL | Name |
| Title | VICE PRESIDENT/DIRECTOR | Title |
| Phone | 8002111745 | Phone |
| Date Signed | 2013-09-19 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Matthew R Hilbert | Name |
| PTIN | P01437997 | PTIN |
| Phone | 2158876700 | Phone |
| Date Prepared | 2013-09-19 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 16665 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Dividends Rev And Expnss | 827 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 827 | DividendsNetInvstIncm |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 827 | TotalRevenueAndExpenses |
| Total Net Investment Income | 827 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 14700 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 14700 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 20746 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 18672 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 2074 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15208 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 15208 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 50654 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 18672 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 31982 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 834719 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 834719 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 885373 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 18672 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 866701 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -884546 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 116 | CashBOY |
| Cash EOY | 1 | CashEOY |
| Cash EOYFMV | 1 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 766352 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 16641 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 16641 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 134749 | InvestmentsOtherBOY |
| Investments Other EOY | 29 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 23 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 901217 | TotalAssetsBOY |
| Total Assets EOY | 16671 | TotalAssetsEOY |
| Total Assets EOYFMV | 16665 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 901217 | UnrestrictedBOY |
| Unrestricted EOY | 16671 | UnrestrictedEOY |
| Total Net Assets BOY | 901217 | TotalNetAssetsBOY |
| Total Net Assets EOY | 16671 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 901217 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 16671 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 901217 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -884546 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 16671 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 16671 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1673089 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1205158 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 1.388274 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1569416 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 2838761 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.552852 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1596471 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 4212510 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.378983 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1589196 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 5979435 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.265777 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 1628361 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 9850573 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.165306 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.751192 | TotalDistributionRatio |
| Average Distribution Ratio | 0.550238 | AverageDistributionRatio |
| Net Noncharitable Assets | 125414 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 69008 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 69008 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 866701 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 3298 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 3298 | TotalCreditsAndPayments |
| Overpayment | 3298 | Overpayment |
| Amount Credited To Next Year | 0 | AmountCreditedToNextYear |
| Amount To Be Refunded | 3298 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.BENEFICIAFOUNDATION.ORG | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Offficers | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2158876700 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pitcairn Place Suite 3000 | AddressLine1 |
| City | JENKINTOWN | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (11 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| Mr Laren Pitcairn | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | President/Director | 0.00 | 0 | 0 | 0 |
| Mr J Daniel Mitchell | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Vice President/Director | 0.00 | 0 | 0 | 0 |
| Mr Feodor U Pitcairn | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Exec. Secretary/Director | 0.00 | 0 | 0 | 0 |
| Mr Mark J Pennink | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Treasurer/Director | 0.00 | 0 | 0 | 0 |
| Mrs Deana Duncan | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Director | 0.00 | 0 | 0 | 0 |
| Mrs Miriam Mitchell | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Director | 0.00 | 0 | 0 | 0 |
| Mrs Eshowe Pennink | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Director | 0.00 | 0 | 0 | 0 |
| Mrs Kirstin O Pitcairn | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Director | 0.00 | 0 | 0 | 0 |
| Mrs Mary Eleanor Pitcairn | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Director | 0.00 | 0 | 0 | 0 |
| Ms Sharon R Pitcairn | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Director | 0.00 | 0 | 0 | 0 |
| Mrs Heather C Reynolds | ||||||||
| One Pitcairn Place | Jenkintown | PA | 19046 | Director | 0.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 20575 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 106749 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 127324 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 127324 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 1910 | CashDeemedCharitable |
| Net Noncharitable Assets | 125414 | NetNoncharitableAssets |
| Minimum Investment Return | 6271 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 6271 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 6271 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 6271 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 6271 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 866701 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 866701 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 866701 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 6271 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1149430 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1290356 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1385845 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1427478 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1612831 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6865940 | TotalExcessDistriCarryover |
| Qualifying Distributions | 866701 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 6271 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 860430 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 7726370 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 1149430 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6576940 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1290356 | ExcessFromYear4 |
| Excess From Year3 | 1385845 | ExcessFromYear3 |
| Excess From Year2 | 1427478 | ExcessFromYear2 |
| Excess From Year1 | 1612831 | ExcessFromYear1 |
| Excess From Current Year | 860430 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | Feodor U Pitcairn | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Pitcairn Place | AddressLine1 |
| City | Jenkintown | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 8002111745 | RecipientPhoneNumber |
| Form And Info And Materials | Open | FormAndInfoAndMaterials |
| Submission Deadlines | None | SubmissionDeadlines |
| Restrictions On Awards | None | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (24 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| ABINGTON ART CENTER INC | |||||||
| 515 MEETINGHOUSE ROAD | ABINGTON | PA | 19001 | N/A | CHARITY | UNRESTRICTED | $12,500 |
| ACADEMY OF VOCAL ARTS | |||||||
| 1920 SPRUCE STREET | PHILADELPHIA | PA | 19103 | N/A | CHARITY | UNRESTRICTED | $60,000 |
| AMAZON CONSERVATION ASSOCATION | |||||||
| 1822 R STREET NW | WASHINGTON | DC | 20009 | N/A | CHARITY | UNRESTRICTED | $45,000 |
| AMERICAN BIRD CONSERVATORY | |||||||
| 1731 CONNECTICUT AVENUE | WASHINGTON | DC | 20009 | N/A | CHARITY | UNRESTRICTED | $20,000 |
| ATHENAEUM OF PHILADELPHIA | |||||||
| 219 S 6TH STREET | PHILADELPHIA | PA | 191063794 | N/A | CHARITY | UNRESTRICTED | $7,500 |
| CLEAN AIR COUNCIL OF PHILADELPHIA | |||||||
| 135 SOUTH 19TH STREET | PHILADELPHIA | PA | 19103 | N/A | CHARITY | GLOBAL WARMING CAMPAIGN | $40,000 |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | N/A | CHARITY | ESTABLISH FLORULA OF THE NORTHERN SARUWAGED MOUNTAINS | $15,000 |
| ENCHANTMENT THEATER COMPANY | |||||||
| 12 CHELFIELD ROAD | GLENSIDE | PA | 19038 | N/A | CHARITY | UNRESTRICTED | $40,000 |
| FRIENDS OF THE OSA | |||||||
| 1822 R STREET NW | WASHINGTON | DC | 20009 | N/A | CHARITY | UNRESTRICTED | $35,000 |
| KARDON INSTITUTE OF THE ARTS | |||||||
| 10700 KNIGHTS ROAD | PHILADELPHIA | PA | 19154 | N/A | CHARITY | UNRESTRICTED | $10,000 |
| LENAPE CHAMBER ENSEMBLE | |||||||
| PO BOX 93 | PIPERSVILLE | PA | 18947 | N/A | CHARITY | UNRESTRICTED | $35,000 |
| LUZERNE MUSIC CENTER | |||||||
| 203 LAKE TOUR ROAD PO BOX 35 | LAKE LUZERNE | NY | 12846 | N/A | CHARITY | UNRESTRICTED | $10,000 |
| MITCHELL PERFORMING ARTS CENTER | |||||||
| 1855 HUNTINGDON ROAD | HUNTINGDON VALLEY | PA | 190064402 | N/A | RELIGIOUS INSTITUTIO | VARIOUS | $134,719 |
| NEW YORK BOTANICAL GARDEN | |||||||
| BRONX RIVER PARKWAY AT FORDHAM ROAD | BRONX | NY | 10458 | N/A | CHARITY | UNRESTRICTED | $30,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| BRONX RIVER PARKWAY AT FORDHAM ROAD | BRONX | NY | 10458 | N/A | CHARITY | UNRESTRICTED | $35,000 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | CHARITY | UNRESTRICTED | $45,000 |
| OPERA COMPANY OF PHILADELPHIA | |||||||
| 1420 LOCUST STREET 210 | PHILADELPHIA | PA | 19102 | N/A | CHARITY | UNRESTRICTED | $10,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 191017646 | N/A | CHARITY | GENERAL OPERATING SUPPORT | $30,000 |
| PROVINCETOWN CENTER FOR COASTAL STUDIES | |||||||
| 115 BRADFORD STREET | PROVINCETOWN | MA | 02657 | N/A | CHARITY | HUMPBACK WHALE STUDIES PROGRAM | $35,000 |
| THE LORDS NEW CHURCH | |||||||
| 1855 HUNTINGDON ROAD | HUNTINGDON VALLEY | PA | 190064402 | N/A | CHARITY | UNRESTRICTED | $20,000 |
| THE PHILADELPHIA CHAMBER MUSIC SOCIETY | |||||||
| 135 S 18TH STREET UNIT 204 | PHILADELPHIA | PA | 19103 | N/A | CHARITY | UNRESTRICTED | $10,000 |
| TINICUM CONSERVANCY | |||||||
| PO BOX 206 | ERWINNA | PA | 18920 | N/A | CHARITY | UNRESTRICTED | $30,000 |
| TURTLE SURVIVAL ALLIANCE FOUNDATION | |||||||
| 168 GOODRICH STREET | LUNENBURG | MA | 01462 | N/A | CHARITY | UNRESTRICTED | $60,000 |
| WORLD LAND TRUST | |||||||
| 2806 P STREET NW | WASHINGTON | DC | 20007 | N/A | CHARITY | VARIOUS | $65,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 834719 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $827 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $827 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 827 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | Category |
| Amount | $14,700 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 14700 | DisbursementsCharitablePrps |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 29 | BookValue |
| EOYFMV | 23 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INSURANCE - D & O LIABILITY | 6873 | 0 | 6873 |
| GRANT CONSULTANT | 8335 | 0 | 8335 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Pitcairn Trust Company - Inv Ex | Category |
| Amount | $20,746 | Amount |
| Net Investment Income | 18672 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2074 | DisbursementsCharitablePrps |