DATCK FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- DATCK FOUNDATION (EIN 83-1906752)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-02-23
- IRS object ID
- 202610549349100416
- Schema version
- 2025v4.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-02-23T13:20:41-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133737887 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TREBATCH LICHTENSTEIN AVRUTINE AND CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 THIRD AVENUE 4TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 831906752 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DATCK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DATC | BusinessNameControlTxt |
| Phone | 6103086369 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 POTTS LANE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190102917 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DEBORAH CALLAHAN | PersonNm |
| Person Title | SECRETARY/DIRECTOR | PersonTitleTxt |
| Phone | 6103086369 | PhoneNum |
| Signature | 2026-02-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DIANE M LICHTENSTEIN | PreparerPersonNm |
| PTIN | P01072489 | PTIN |
| Phone | 2128265050 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,760,002 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $41,253 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,253 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $78,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $281,759 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $78,265 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $119,529 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $119,529 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,300 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $643 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $643 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,683 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,683 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,626 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,626 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $124,800 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $124,800 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $133,426 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,626 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $124,800 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,897 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $110,903 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,335 | CashBOYAmt |
| Cash EOY | $75,805 | CashEOYAmt |
| Cash EOYFMV | $75,805 | CashEOYFMVAmt |
| Other Investments BOY | $1,220,911 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,185,201 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,684,197 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,275,246 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,261,006 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,760,002 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,275,246 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,261,006 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,275,246 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,006 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,275,246 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,261,006 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,275,246 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,897 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,261,349 | SubtotalAmt |
| Other Decreases | $343 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,261,006 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| THROUGH FIDELITY | P | $3,355 | $3,182 | $173 | $173 |
| THROUGH FIDELITY | P | $258,546 | $200,312 | $58,234 | $58,234 |
| CAPITAL GAINS DIVIDENDS | P | $19,858 | $19,858 | $19,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $78,265 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,542 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,542 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,542 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $560 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $982 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | 0 | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DEBORAH CALLAHAN | IndividualWithBooksNm |
| Phone | 6103086369 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 POTTS LANE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| TIMOTHY CALLAHAN | ||||||||
| 800 POTTS LANE | BRYN MAWR | PA | 19010 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| DEBORAH CALLAHAN | ||||||||
| 800 POTTS LANE | BRYN MAWR | PA | 19010 | SECRETARY/DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,645,195 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $65,070 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,710,265 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,710,265 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $25,654 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,684,611 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $84,231 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $84,231 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,542 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,542 | TotalTaxAmt |
| Distributable Before Adj | $82,689 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $82,689 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $82,689 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $124,800 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $124,800 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $82,689 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $5,154 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $5,154 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $124,800 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $82,689 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,111 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $47,265 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,265 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,154 | ExcessFromYear3Amt |
| Excess From Current Year | $42,111 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | TIMOTHY CALLAHAN | ContributingManagerNm |
| Contributing Manager | DEBORAH CALLAHAN | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DEBORAH CALLAHAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 POTTS LANE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6103086369 | RecipientPhoneNum |
| Form And Info And Materials | THE APPLICATION SHOULD BE IN WRITING STATING THE PURPOSE OF THE ORGANIZATION, ADDRESS, TELEPHONE NUMBER AND PERSON TO CONTACT. ALSO PLEASE INCLUDE PRIOR PERIOD OPERATING STATEMENT AND BALANCE SHEET, AND WHETHER THE ORGANIZATION IS A 501(C)(3) ORGANIZATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BRYN MAWR FIRE COMPANY | |||||||
| 901 LANCASTER AVE | BRYN MAWR | PA | 19010 | NONE | PC | COMMUNITY SERVICES | $100 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PC | ART COLLECTION AND EDUCATIONAL INSTITUTION PROMOTING THE APPRECIATION OF ART AND HORTICULTURE. | $1,000 |
| BRIDLEWILD TRAILS ASSOCIATION | |||||||
| PO BOX 368 | GLADWYNE | PA | 19035 | NONE | PC | ENVIRONMENTAL | $500 |
| CITY YEAR OF PHILADELPHIA | |||||||
| 444 N 3RD ST | PHILADELPHIA | PA | 19123 | NONE | PC | COMMUNITY SERVICE AND EDUCATION | $250 |
| COMMUNITY VOLUNTEERS IN MEDICINE | |||||||
| 300 LAWRENCE DR | WEST CHESTER | PA | 19380 | NONE | PC | MEDICAL | $17,500 |
| DIVERSIFY DIETETICS | |||||||
| 2451 CUMBERLAND PKY | ATLANTA | GA | 30339 | NONE | PC | MEDICAL | $10,000 |
| FEDUP COLLECTIVE | |||||||
| 617 N CAMPBELL DR 64155 | KANAS CITY | MO | 64155 | NONE | PC | TO MAKE VISIBLE, INTERRUPT, AND UNDERMINE THE DISPROPORTIONATELY HIGH INCIDENCE OF EATING DISORDERS IN TRANS AND GENDER DIVERSE INDIVIDUALS THROUGH RADICAL COMMUNITY HEALING, RECOVERY INSTITUTION REFORM, RESEARCH, EMPOWERMENT, AND EDUCATION. | $2,100 |
| FEEDING AMERICA | |||||||
| 161 NORTH CLARK STREET | CHICAGO | IL | 60601 | NONE | PC | NATIONWIDE NETWORK OF FOOD BANKS, FOOD PANTRIES, AND LOCAL MEAL PROGRAMS. | $2,500 |
| GUIDING EYES FOR THE BLIND | |||||||
| 611 GRANITE SPRINGS RD | YORKTOWN HEIGHTS | NY | 10598 | NONE | PC | COMMUNITY SERVICES | $1,000 |
| HABITAT FOR HUMANITY | |||||||
| 4535 W CHESTNUT EXPY | SPRINGFIELD | MO | 65802 | NONE | PC | HOUSING SUPPORT | $2,000 |
| HARRITON ASSOCIATION | |||||||
| 500 HARRITON RD | BRYN MAWR | PA | 19010 | NONE | PC | HISTORIC PRESERVATION | $100 |
| HOME OF THE SPARROW | |||||||
| 969 E SWEDESFORD RD | EXTON | PA | 19341 | NONE | PC | HOMELESS BATTERED WOMEN | $5,000 |
| JESSE TREE OF IDAHO | |||||||
| 1121 W MILLER ST | BOISE | ID | 83702 | NONE | PC | TO HELP AVOID HOMELESSNESS THROUGH RENTAL ASSISTANCE AND HELP NEGOTIATING WITH LANDLORDS. | $10,000 |
| LOWER MERIAN CONSERVANCY | |||||||
| 1301 ROSE GLEN RD | GLADWYNE | PA | 19035 | NONE | PC | ENVIRONMENTAL CONSERVATION | $10,000 |
| MAIN LINE MEALS ON WHEELS | |||||||
| 60 SURREY WAY | DEVON | PA | 19333 | NONE | PC | DELIVER NUTRITIOUS MEALS TO THE HOMEBOUND IN THE MAIN LINE AREA. | $500 |
| MANN CENTER FOR PERFORMING ARTS | |||||||
| 5201 PARKSIDE AVE | PHILADELPHIA | PA | 19131 | NONE | PC | ARTS | $2,500 |
| MARINE TOYS FOR TOTS | |||||||
| 2302 AV U PO BOX 290-655 | NEW YORK | NY | 11229 | NONE | PC | SOCIAL SERVICES | $1,000 |
| MARQUETTE UNIVERSITY HIGH SCHOOL | |||||||
| 3401 W WISCONSIN AVE | MILWAUKEE | WI | 53208 | NONE | PC | EDUCATION | $500 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW | WASHINGTON | DC | 20005 | NONE | PC | SUPPORTS AMERICA'S NATIONAL PARKS THROUGH CONSERVATION, PRESERVATION, EDUCATION, AND COMMUNITY ENGAGEMENT | $1,000 |
| PHILABUNDANCE | |||||||
| 3616 S GALLOWAY ST | PHILADELPHIA | PA | 19148 | NONE | PC | NON-PROFIT FOOD BANK | $10,000 |
| PHILLY HOUSE | |||||||
| 6374 OVERBROOK AVE | PHILADELPHIA PA | PA | 19151 | NONE | PC | HOUSING AND HOMELESS SUPPORT | $10,000 |
| SANTUARY FARMS | |||||||
| 2337 W BERKS ST | PHILADELPHIA | PA | 19121 | NONE | PC | NON-PROFIT URBAN GARDEN | $30,000 |
| SQUASH SMARTS INC | |||||||
| 3890 N 10TH ST | PHILADELPHIA | PA | 19140 | NONE | PC | OUT-OF-SCHOOL TIME PROGRAM SUPPORTING THE LIVES OF PHILADELPHIA'S PUBLIC SCHOOL STUDEN. | $2,500 |
| ST JOSEPH'S PREPARATORY HIGH SCHOOL | |||||||
| 1733 W GIRARD AVE | PHILADELPHIA | PA | 19130 | NONE | PC | EDUCATION | $2,500 |
| SUMMER SEARCH PHILADELPHIA | |||||||
| 1528 WALNUT ST | PHILADELPHIA | PA | 19102 | NONE | PC | EDUCATION | $1,000 |
| TURNING POINTS FOR CHILDREN | |||||||
| 4329 GRISCOM ST | PHILADELPHIA | PA | 19124 | NONE | PC | SOCIAL AND HEALTH SERVICES TO AT-RISK CHILDREN AND ADULTS | $250 |
| WHYY | |||||||
| 150 N 6TH ST | PHILADELPHIA | PA | 19106 | NONE | PC | ARTS | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $124,800 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $11 | UnrelatedBusinessTaxblIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $41,253 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $78,265 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $119,529 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $119,529 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | INVESTMENT INCOME WILL BE CONTRIBUTED TO CHARITIES WHICH IS THE |
| 8 | PURPOSE OF THE FOUNDATION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $3,300 | Amt |
| Net Investment Income | $3,300 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MARKETABLE SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,185,201 | BookValueAmt |
| EOYFMV | $1,684,197 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL EXCISE TAX | Desc |
| Amt | $343 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Revenue And Expenses Per Books | $4,683 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $4,683 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY AND DEBORAH CALLAHAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 POTTS LANE | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX CREDIT | CategoryTxt |
| Amt | $643 | Amt |
| Net Investment Income | $643 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |