EWS FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- EWS FOUNDATION (EIN 46-1599518)
- Tax period
- 2024-12-01 to 2025-11-30
- Filed
- 2026-04-09
- IRS object ID
- 202600999349100835
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-09T18:01:48-04:00 | ReturnTs |
| Tax Period End | 2025-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941687665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461599518 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EWS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EWS | BusinessNameControlTxt |
| Phone | 8888663275 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD W STACK | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8888663275 | PhoneNum |
| Signature | 2026-03-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KAREN J KISER | PreparerPersonNm |
| PTIN | P00146417 | PTIN |
| Phone | 8888663275 | PhoneNum |
| Preparation | 2026-03-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $298,531 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $488,344 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $9,545 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $9,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $146,708 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $434,497 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $146,708 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $191 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $644,788 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $156,211 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,250 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,748 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,049 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $699 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $114 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $114 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $3,112 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,163 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,949 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $883,344 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $883,344 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $886,456 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,163 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $885,293 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$241,668 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,048 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3 | CashBOYAmt |
| Cash EOY | $4 | CashEOYAmt |
| Cash EOYFMV | $4 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $34,747 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $871 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $871 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $416,355 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $208,562 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $297,656 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $451,105 | TotalAssetsBOYAmt |
| Total Assets EOY | $209,437 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $298,531 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $451,105 | CapitalStockBOYAmt |
| Capital Stock EOY | $209,437 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $451,105 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $209,437 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $451,105 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $209,437 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $451,105 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$241,668 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $209,437 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $209,437 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (94 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1166.589 AMERICAN BEACON THE LONDON CO INCOME FD CL Y | 2015-12-15 | 2025-01-31 | $25,000 | $16,461 | $8,539 | $8,539 | |
| 16.799 NOMURA EMERGING MARKETS FD CL INSTL | 2024-12-17 | 2025-01-31 | $361 | $356 | $5 | $5 | |
| 879.894 NOMURA EMERGING MARKETS FD CL INSTL | 2024-10-28 | 2025-01-31 | $18,883 | $20,000 | -$1,117 | -$1,117 | |
| 50.1582 OAKMARK INTL FD CL INSTITUTIONAL | 2017-12-15 | 2025-01-31 | $1,326 | $1,366 | -$40 | -$40 | |
| 1107.5747 OAKMARK INTL FD CL INSTITUTIONAL | 2018-11-12 | 2025-01-31 | $29,284 | $24,988 | $4,296 | $4,296 | |
| 1.0236 OAKMARK INTL FD CL INSTITUTIONAL | 2018-11-12 | 2025-01-31 | $27 | $25 | $2 | $2 | |
| 198.5856 OAKMARK INTL FD CL INSTITUTIONAL | 2018-12-13 | 2025-01-31 | $5,251 | $4,093 | $1,158 | $1,158 | |
| 1.0236 OAKMARK INTL FD CL INSTITUTIONAL | 2018-12-13 | 2025-01-31 | $27 | $22 | $5 | $5 | |
| .3153 OAKMARK INTL FD CL INSTITUTIONAL | 2018-12-13 | 2025-01-31 | $8 | $7 | $1 | $1 | |
| 33.796 OAKMARK INTL FD CL INSTITUTIONAL | 2021-12-17 | 2025-01-31 | $894 | $919 | -$25 | -$25 | |
| 72.659 OAKMARK INTL FD CL INSTITUTIONAL | 2022-12-16 | 2025-01-31 | $1,921 | $1,670 | $251 | $251 | |
| 48.223 OAKMARK INTL FD CL INSTITUTIONAL | 2023-12-15 | 2025-01-31 | $1,275 | $1,284 | -$9 | -$9 | |
| 1.0236 OAKMARK INTL FD CL INSTITUTIONAL | 2016-11-29 | 2025-01-31 | $27 | $21 | $6 | $6 | |
| 80.8673 OAKMARK INTL FD CL INSTITUTIONAL | 2015-12-18 | 2025-01-31 | $2,138 | $1,665 | $473 | $473 | |
| 724.6371 OAKMARK INTL FD CL INSTITUTIONAL | 2015-03-24 | 2025-01-31 | $19,159 | $17,907 | $1,252 | $1,252 | |
| 62.37 OAKMARK INTL FD CL INSTITUTIONAL | 2024-12-13 | 2025-01-31 | $1,649 | $1,608 | $41 | $41 | |
| 375. ISHARES CORE U.S. AGGREGATE BOND ETF | 2024-07-03 | 2025-01-31 | $36,616 | $36,394 | $222 | $222 | |
| 250. ISHARES CORE U.S. AGGREGATE BOND ETF | 2024-10-24 | 2025-01-31 | $24,411 | $24,670 | -$259 | -$259 | |
| 75. ISHARES CORE U.S. AGGREGATE BOND ETF | 2024-10-28 | 2025-01-31 | $7,323 | $7,383 | -$60 | -$60 | |
| 959.284 PRINCIPAL MIDCAP FUND CLASS I | 2016-03-23 | 2025-01-31 | $45,000 | $19,837 | $25,163 | $25,163 | |
| 216. VANGUARD HIGH DVD YIELD ETF | 2014-01-17 | 2025-01-31 | $28,820 | $13,379 | $15,441 | $15,441 | |
| 50. VANGUARD 500 INDEX FUND SHS ETF | 2015-03-24 | 2025-01-31 | $28,011 | $9,622 | $18,389 | $18,389 | |
| 289.855 GLENMEDE SMALL CAP EQUITY FUND INSTL CL | 2023-06-12 | 2025-02-25 | $10,000 | $9,696 | $304 | $304 | |
| 1. PRINCIPAL MIDCAP FUND CLASS I | 2016-06-28 | 2025-02-25 | $46 | $21 | $25 | $25 | |
| 13.459 PRINCIPAL MIDCAP FUND CLASS I | 2016-03-23 | 2025-02-25 | $614 | $278 | $336 | $336 | |
| 204.599 PRINCIPAL MIDCAP FUND CLASS I | 2016-06-28 | 2025-02-25 | $9,340 | $4,301 | $5,039 | $5,039 | |
| 586.854 AMERICAN BEACON THE LONDON CO INCOME FD CL Y | 2015-12-15 | 2025-03-21 | $12,500 | $8,281 | $4,219 | $4,219 | |
| 387.944 GLENMEDE SMALL CAP EQUITY FUND INSTL CL | 2023-06-12 | 2025-03-21 | $12,469 | $12,977 | -$508 | -$508 | |
| .979 GLENMEDE SMALL CAP EQUITY FUND INSTL CL | 2023-06-12 | 2025-03-21 | $31 | $33 | -$2 | -$2 | |
| 69. PRINCIPAL MIDCAP FUND CLASS I | 2016-12-20 | 2025-03-21 | $3,017 | $1,582 | $1,435 | $1,435 | |
| 75.509 PRINCIPAL MIDCAP FUND CLASS I | 2017-12-20 | 2025-03-21 | $3,301 | $2,055 | $1,246 | $1,246 | |
| 140.401 PRINCIPAL MIDCAP FUND CLASS I | 2016-06-28 | 2025-03-21 | $6,138 | $2,951 | $3,187 | $3,187 | |
| 1. PRINCIPAL MIDCAP FUND CLASS I | 2016-12-20 | 2025-03-21 | $44 | $21 | $23 | $23 | |
| 125.5704 VANGUARD HIGH DVD YIELD ETF | 2014-01-17 | 2025-03-21 | $16,094 | $7,778 | $8,316 | $8,316 | |
| 1. VANGUARD HIGH DVD YIELD ETF | 2014-03-31 | 2025-03-21 | $128 | $60 | $68 | $68 | |
| 1. VANGUARD HIGH DVD YIELD ETF | 2014-06-30 | 2025-03-21 | $128 | $65 | $63 | $63 | |
| 72.4296 VANGUARD HIGH DVD YIELD ETF | 2014-09-15 | 2025-03-21 | $9,283 | $4,872 | $4,411 | $4,411 | |
| 50. VANGUARD 500 INDEX FUND SHS ETF | 2015-03-24 | 2025-03-21 | $25,920 | $9,622 | $16,298 | $16,298 | |
| 231.911 AMERICAN BEACON THE LONDON CO INCOME FD CL Y | 2015-12-15 | 2025-05-13 | $5,000 | $3,272 | $1,728 | $1,728 | |
| 154.703 GLENMEDE SMALL CAP EQUITY FUND INSTL CL | 2023-06-12 | 2025-05-13 | $5,000 | $5,175 | -$175 | -$175 | |
| 1. PRINCIPAL MIDCAP FUND CLASS I | 2018-08-08 | 2025-05-13 | $46 | $24 | $22 | $22 | |
| 2. PRINCIPAL MIDCAP FUND CLASS I | 2018-08-08 | 2025-05-13 | $93 | $58 | $35 | $35 | |
| .126 PRINCIPAL MIDCAP FUND CLASS I | 2018-12-19 | 2025-05-13 | $6 | $3 | $3 | $3 | |
| 74.351 PRINCIPAL MIDCAP FUND CLASS I | 2018-12-19 | 2025-05-13 | $3,443 | $1,679 | $1,764 | $1,764 | |
| 30.491 PRINCIPAL MIDCAP FUND CLASS I | 2017-12-20 | 2025-05-13 | $1,412 | $830 | $582 | $582 | |
| 55. VANGUARD HIGH DVD YIELD ETF | 2014-09-15 | 2025-05-13 | $7,056 | $3,700 | $3,356 | $3,356 | |
| 25. VANGUARD 500 INDEX FUND SHS ETF | 2015-03-24 | 2025-05-13 | $13,449 | $4,811 | $8,638 | $8,638 | |
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P | |||||
| CAPITAL GAIN DIVIDENDS | $12,559 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $146,708 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,155 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,155 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,155 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,755 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8888663275 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| 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 |
| Relying Current Ntc Dsstr Asst1 | Yes (X) | RelyingCurrentNtcDsstrAsst1Ind |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD W STACK | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 COURT STREET | AddressLine1Txt |
| City | CORAOPOLIS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 25 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $346,522 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $23,279 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $369,801 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $369,801 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $5,547 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $364,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $18,213 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $18,213 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,155 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,155 | TotalTaxAmt |
| Distributable Before Adj | $16,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $16,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $16,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $885,293 | 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 | $885,293 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $16,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $524,647 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $888,711 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $517,030 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $702,664 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $504,082 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,137,134 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $885,293 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,058 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $869,235 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,006,369 | 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 | $524,647 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,481,722 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $888,711 | ExcessFromYear4Amt |
| Excess From Year3 | $517,030 | ExcessFromYear3Amt |
| Excess From Year2 | $702,664 | ExcessFromYear2Amt |
| Excess From Year1 | $504,082 | ExcessFromYear1Amt |
| Excess From Current Year | $869,235 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| TUNNEL TO TOWERS FOUNDATION | |||||||
| 2361 HYLAN BLVD | STATEN ISLAND | NY | 103063159 | N/A | PC | UNRESTRICTED GENERAL | $250,000 |
| THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET STE 100 | PHILADELPHIA | PA | 19104 | N/A | PC | UNRESTRICTED GENERAL | $45,000 |
| ROMAN CATHOLIC DIOCESE OF PITTSBURGH | |||||||
| 111 BOULEVARD OF THE ALLIES | PITTSBURGH | PA | 15222 | N/A | PC | UNRESTRICTED GENERAL | $488,344 |
| DICK'S SPORTING GOODS FOUNDATION | |||||||
| 345 COURT STREET | CORAOPOLIS | PA | 15108 | N/A | PF | UNRESTRICTED GENERAL | $100,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $883,344 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $9,545 | 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 Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $146,708 | 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 | EXCISE TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $191 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $156,444 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $156,444 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | SAINT KILIAN ANNUITY TRUST | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $488,344 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $1,250 | Amt |
| Disbursements Charitable Prps | $1,250 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DICKS SPORTING GOODS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 COURT ST | AddressLine1Txt |
| City | CORAOPOLIS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15108 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2025-03-25 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | UNRESTRICTED GENERAL SUPPORT | PurposeOfGrantTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 922908363 VANGUARD S&P 500 ETF | AT COST | $27,229 | $63,766 |
| 024527301 AMERICAN BEACON THE | AT COST | $27,598 | $37,428 |
| 74253Q747 PRINCIPAL MIDCAP FUN | AT COST | $22,086 | $32,028 |
| 921946406 VANGUARD HIGH DIVIDE | AT COST | $36,696 | $66,347 |
| 413838723 OAKMARK INTERNATIONA | |||
| 378690820 GLENMEDE SMALL CAP E | AT COST | $34,265 | $35,019 |
| 245914817 DELAWARE EMERGING MA | |||
| 464287226 ISHARES CORE U.S. AG | AT COST | $19,789 | $20,164 |
| 72201M594 PIMCO SHORT TERM FD | AT COST | $20,657 | $20,637 |
| 921908844 VANGUARD DIVIDEND AP | AT COST | $20,242 | $22,267 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX REFUND | Desc |
| Revenue And Expenses Per Books | $191 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $1,748 | Amt |
| Net Investment Income | $1,049 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $699 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAINT KILIAN ANNUITY TRUST | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1532 AFT | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $110 | $110 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $4 | $4 | $0 |