BENEFICIA FOUNDATION: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BENEFICIA FOUNDATION (EIN 24-6015630)
- Tax period
- 2011-05-01 to 2012-04-30
- Filed
- 2012-09-17
- IRS object ID
- 201242619349100409
- Schema version
- 2011v1.2
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-09-17T15:34:57-05:00 | Timestamp |
| Tax Period End Date | 2012-04-30 | 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 | 2011-05-01 | 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 | LAREN PITCAIRN | Name |
| Title | PRESIDENT/DIRECTOR | Title |
| Phone | 2158816147 | Phone |
| Date Signed | 2012-05-25 | 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 | 2012-05-25 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | 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 | 930901 | 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 | 1388 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1388 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 2066 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 3625 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 2066 | CapitalGainNetIncmNetInvstIncm |
| Other Income Net Invst Incm | -990 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 3454 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2464 | 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 |
| Other Prof Fees Rev And Expnss | 39576 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 33640 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 5936 | OtherProfFeesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 18082 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 929 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 17153 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 57658 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 34569 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 23089 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 1650000 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 1650000 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1707658 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 34569 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 1673089 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1704204 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 268 | CashBOY |
| Cash EOY | 116 | CashEOY |
| Cash EOYFMV | 116 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 2467841 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 766352 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 766352 | SavingsAndTempCashInvstEOYFMV |
| Investments Other BOY | 134749 | InvestmentsOtherBOY |
| Investments Other EOY | 134749 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 164433 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 2602858 | TotalAssetsBOY |
| Total Assets EOY | 901217 | TotalAssetsEOY |
| Total Assets EOYFMV | 930901 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 2602858 | UnrestrictedBOY |
| Unrestricted EOY | 901217 | UnrestrictedEOY |
| Total Net Assets BOY | 2602858 | TotalNetAssetsBOY |
| Total Net Assets EOY | 901217 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 2602858 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 901217 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 2602858 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1704204 | ExcessOfRevenueOverExpenses |
| Other Increases | 2563 | OtherIncreases |
| Subtotal | 901217 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 901217 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (3 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | Cost Or Other BasisCostOrOtherBasis |
|---|---|---|---|---|---|---|---|
| GAINS FROM ACCOUNT | P | 2010-12-31 | 2011-12-30 | 80 | 80 | 80 | |
| GAINS FROM ACCOUNT | P | 2010-12-01 | 2011-12-31 | 3545 | 3545 | 3545 | |
| GAINS FROM GROUP | P | 2010-12-01 | 2011-12-31 | -1559 | -1559 | 1559 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 2066 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 1569416 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 2838761 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.552852 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 1596471 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 4212510 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.378983 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1589196 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 5979435 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.265777 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 1628361 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 9850573 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.165306 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 2078059 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 10401147 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.199791 | DistributionRatioYear5 |
| Total Distribution Ratio | 1.562709 | TotalDistributionRatio |
| Average Distribution Ratio | 0.312542 | AverageDistributionRatio |
| Net Noncharitable Assets | 1205158 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 376662 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 376662 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 1673089 | 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 | 8998 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 8998 | TotalCreditsAndPayments |
| Overpayment | 8998 | Overpayment |
| Amount Credited To Next Year | 8998 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PITCAIRN TRUST COMPANY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 TOWNSHIP LINE ROAD SUITE 3000 | AddressLine1 |
| City | JENKINTOWN | City |
| State | PA | State |
| ZIP Code | 19046 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT SERVICES | TypeOfService |
| Compensation | 0 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 182484 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 1041027 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1223511 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1223511 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 18353 | CashDeemedCharitable |
| Net Noncharitable Assets | 1205158 | NetNoncharitableAssets |
| Minimum Investment Return | 60258 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 60258 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 60258 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 60258 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 60258 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 1673089 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 1673089 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 1673089 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 60258 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 1585186 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1149430 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1290356 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1385845 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 1427478 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 6838295 | TotalExcessDistriCarryover |
| Qualifying Distributions | 1673089 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 60258 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 1612831 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 8451126 | 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 | 1585186 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 6865940 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1149430 | ExcessFromYear4 |
| Excess From Year3 | 1290356 | ExcessFromYear3 |
| Excess From Year2 | 1385845 | ExcessFromYear2 |
| Excess From Year1 | 1427478 | ExcessFromYear1 |
| Excess From Current Year | 1612831 | 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 (36 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 | $25,000 |
| ACADEMY OF VOCAL ARTS | |||||||
| 1920 SPRUCE STREET | PHILADELPHIA | PA | 19103 | N/A | CHARITY | UNRESTRICTED | $75,000 |
| AMAZON CONSERVATION ASSOCATION | |||||||
| 1822 R STREET NW | WASHINGTON | DC | 20009 | N/A | CHARITY | UNRESTRICTED | $60,000 |
| AMERICAN BIRD CONSERVATORY | |||||||
| 1731 CONNECTICUT AVENUE | WASHINGTON | DC | 20009 | N/A | CHARITY | UNRESTRICTED | $90,000 |
| ATHENAEUM OF PHILADELPHIA | |||||||
| 219 S 6TH STREET | PHILADELPHIA | PA | 191063794 | N/A | CHARITY | UNRESTRICTED | $15,000 |
| BACH CHOIR OF BETHLEHEM | |||||||
| 423 HECKEWELDER PLACE | BETHLEHEM | PA | 18018 | N/A | CHARITY | 104TH BETHELHEM BACH FESTIVAL | $10,000 |
| BAT CONSERVATION INTERNATIONAL | |||||||
| PO BOX 162603 | AUSTIN | TX | 78716 | N/A | CHARITY | AN AFRICA BAT CONSERVATION PRIORITIES WORKSHOP | $65,000 |
| BUCKS COUNTY SYMPHONY SOCIETY | |||||||
| PO BOX 500 | DOYLESTOWN | PA | 18901 | N/A | CHARITY | UNRESTRICTED | $20,000 |
| CLEAN AIR COUNCIL OF PHILADELPHIA 135 S 19TH STREET PHILADELPHIA PA | |||||||
| 135 SOUTH 19TH STREET | PHILADELPHIA | PA | 19103 | N/A | CHARITY | GLOBAL WARMING CAMPAIGN | $50,000 |
| ENCHANTMENT THEATER COMPANY | |||||||
| 12 CHELFIELD ROAD | GLENSIDE | PA | 19038 | N/A | CHARITY | UNRESTRICTED | $75,000 |
| FRIENDS OF THE OSA | |||||||
| 1822 R STREET NW | WASHINGTON | DC | 20009 | N/A | CHARITY | UNRESTRICTED | $60,000 |
| ISLAND CONSERVATION | |||||||
| 100 SHAFFER ROAD | SANTA CRUZ | CA | 95060 | N/A | CHARITY | UNRESTRICTED | $75,000 |
| 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 |
| NEW YORK BOTANICAL GARDEN | |||||||
| BRONX RIVER PARKWAY AT FORDHAM ROAD | BRONX | NY | 10458 | N/A | CHARITY | UNRESTRICTED | $63,000 |
| NEW YORK BOTANICAL GARDEN | |||||||
| BRONX RIVER PARKWAY AT FORDHAM ROAD | BRONX | NY | 10458 | N/A | CHARITY | UNRESTRICTED | $55,000 |
| OCEAN CONSERVANCY | |||||||
| 1300 19TH STREET NW 8TH FLOOR | WASHINGTON | DC | 20036 | N/A | CHARITY | UNRESTRICTED | $100,000 |
| OPERA COMPANY OF PHILADELPHIA | |||||||
| 1420 LOCUST STREET 210 | PHILADELPHIA | PA | 19102 | N/A | CHARITY | UNRESTRICTED | $60,000 |
| ORCHESTRA 2001 INC | |||||||
| PO BOX 30282 | PHILADELPHIA | PA | 19103 | N/A | CHARITY | UNRESTRICTED | $10,000 |
| PANTHERA | |||||||
| 8 WEST 40TH STREET 18TH FL | NEW YORK | NY | 10018 | N/A | CHARITY | UNRESTRICTED | $25,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 191017646 | N/A | CHARITY | GENERAL OPERATING SUPPORT | $60,000 |
| PROVINCETOWN CENTER FOR COASTAL STUDIES | |||||||
| 115 BRADFORD STREET | PROVINCETOWN | MA | 02657 | N/A | CHARITY | HUMPBACK WHALE STUDIES PROGRAM | $40,000 |
| SETTLEMENT MUSIC SCHOOL | |||||||
| PO BOX 63966 | PHILADELPHIA | PA | 191473966 | N/A | CHARITY | UNRESTRICTED | $10,000 |
| MITCHELL PERFORMING ARTS CENTER | |||||||
| 1855 HUNTINGDON ROAD | HUNTINGDON VALLEY | PA | 190064402 | N/A | RELIGIOUS INSTITUTIO | VARIOUS | $65,000 |
| 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 | $20,000 |
| THE WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | N/A | CHARITY | VARIOUS | $50,000 |
| TINICUM CONSERVANCY | |||||||
| PO BOX 206 | ERWINNA | PA | 18920 | N/A | CHARITY | UNRESTRICTED | $43,500 |
| TROUT UNLIMITED | |||||||
| 1300 17TH ST N | ARLINGTON | VA | 222093311 | N/A | CHARITY | UNRESTRICTED | $20,000 |
| TURTLE SURVIVAL ALLIANCE FOUNDATION | |||||||
| 168 GOODRICH STREET | LUNENBURG | MA | 01462 | N/A | CHARITY | UNRESTRICTED | $50,000 |
| WORLD LAND TRUST | |||||||
| 2806 P STREET NW | WASHINGTON | DC | 20007 | N/A | CHARITY | VARIOUS | $100,000 |
| THE PATHWAY SCHOOL | |||||||
| 162 EGYPT ROAD | NORRISTOWN | PA | 194033090 | N/A | CHARITY | BRIDGE TO COLLEGE PROGRAM | $10,000 |
| PENNYPACK ECOLOGICAL RESTORATION TRUST | |||||||
| 2955 EDGEHILL ROAD | HUNTINGDON VALLEY | PA | 19006 | N/A | CHARITY | UNRESTRICTED | $120,000 |
| LUZERNE MUSIC CENTER | |||||||
| 203 LAKE TOUR ROAD PO BOX 35 | LAKE LUZERNE | NY | 12846 | N/A | CHARITY | UNRESTRICTED | $10,000 |
| CONSERVATION INTERNATIONAL | |||||||
| 2011 CRYSTAL DRIVE SUITE 500 | ARLINGTON | VA | 22202 | N/A | CHARITY | ESTABLISH FLORULA OF THE NORTHERN SARUWAGED MOUNTAINS | $25,500 |
| MISSOURI BOTANICAL GARDEN | |||||||
| PO BOX 299 | ST LOUIS | MO | 631660299 | N/A | CHARITY | CONSERVING ANALAVENLONA FOREST | $28,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 1650000 | 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 | $1,388 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $2,066 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $3,454 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 3454 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 134749 | BookValue |
| EOYFMV | 164433 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| Group LP | 929 | 929 | 0 |
| INSURANCE - D & O LIABILITY | 6430 | 0 | 6430 |
| CONSERVATION RESOURCES - WEBSITE | 10653 | 0 | 10653 |
| DEPARTMENT OF STATE | 70 | 0 | 70 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Unrealized Gain/Loss Adjustment | Description |
| Amount | $2,563 | Amount |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Pitcairn Trust Company - Inv Ex | Category |
| Amount | $39,576 | Amount |
| Net Investment Income | 33640 | NetInvestmentIncome |
| Disbursements Charitable Prps | 5936 | DisbursementsCharitablePrps |