LOUGHLIN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- LOUGHLIN FAMILY FOUNDATION INC (EIN 22-3547366)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-04-23
- IRS object ID
- 202611139349100506
- 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
- Expln Of Non Filing With AG Stmt
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-04-23T09:01:07-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320274136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 223547366 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUGHLIN FAMILY FOUNDATION INC 5357-05-40 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUG | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GLENMEDE TRUST CO NA 1650 MARK | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM LOUGHLIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2026-04-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEVOLINE CHIN | PreparerPersonNm |
| PTIN | P01784004 | PTIN |
| Phone | 2154196000 | PhoneNum |
| Preparation | 2026-04-20 | PreparationDt |
| 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 | $853,524 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $17,310 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $17,310 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $20,249 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $92,907 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $20,249 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $37,559 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $37,559 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $10,453 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $10,453 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,037 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $313 | 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 Rev And Expnss | $13,528 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $13,528 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $32,018 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,766 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,528 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $39,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $39,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $71,018 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,766 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $54,528 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,459 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $26,793 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $10,401 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,335 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,335 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $769,812 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $717,417 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $825,189 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $780,213 | TotalAssetsBOYAmt |
| Total Assets EOY | $745,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $853,524 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $780,213 | CapitalStockBOYAmt |
| Capital Stock EOY | $745,752 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $780,213 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $745,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $780,213 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $745,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $780,213 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,459 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $746,754 | SubtotalAmt |
| Other Decreases | $1,002 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $745,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (28 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 202. GQG EMERGING MARKETS EQUITY FUND | 2023-10-09 | 2025-11-07 | $3,644 | $2,909 | $735 | $735 | |
| 1061. DFA INVESTMENT GRADE PORTFOLIO | 2025-11-07 | $10,928 | $10,836 | $92 | $92 | ||
| 76. FIDELITY 500 INDEX FUND | 2024-10-02 | 2025-01-02 | $15,484 | $15,117 | $367 | $367 | |
| 54.809 POLEN GROWTH FUND - INS | 2024-12-04 | 2025-01-02 | $2,562 | $2,675 | -$113 | -$113 | |
| 1.191 POLEN GROWTH FUND - INS | 2021-04-05 | 2025-01-02 | $56 | $57 | -$1 | -$1 | |
| 88. POLEN GROWTH FUND - INS | 2021-04-05 | 2025-06-17 | $4,148 | $4,243 | -$95 | -$95 | |
| 111. POLEN GROWTH FUND - INS | 2025-12-03 | 2025-12-31 | $3,968 | $3,989 | -$21 | -$21 | |
| 295. HARTFORD SCHRODERS INTL MULTI-CAP VAL FD | 2024-03-28 | 2025-11-07 | $3,985 | $2,994 | $991 | $991 | |
| 44. WCM FOCUSED INTERNATIONAL GROWTH FUND | 2025-11-07 | $1,170 | $1,186 | -$16 | -$16 | ||
| 5. ISHARES MSCI JAPAN INDEX FD | 2024-03-28 | 2025-11-07 | $413 | $357 | $56 | $56 | |
| 129. ISHARES RUSSELL 2500 ETF | 2024-10-02 | 2025-06-17 | $8,509 | $8,657 | -$148 | -$148 | |
| 100. ISHARES RUSSELL 2500 ETF | 2024-10-02 | 2025-11-07 | $7,222 | $6,711 | $511 | $511 | |
| 100. ISHARES RUSSELL 2500 ETF | 2024-10-02 | 2025-12-31 | $7,530 | $6,711 | $819 | $819 | |
| 164. PUTNAM FOCUSED LARGE CAP VALUE ETF | 2024-10-02 | 2025-06-17 | $6,433 | $6,216 | $217 | $217 | |
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P | |||||
| CAPITAL GAIN DIVIDENDS | $16,855 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $20,249 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $372 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $372 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $372 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,410 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $3,410 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $3,038 | OverpaymentAmt |
| Applied To ES Tax | $3,038 | 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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | false | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM D LOUGHLIN | ||||||
| 1650 MARKET STREET SUITE 4000 | Philadelphia | PA | 19103 | PRESIDENT | 1 | $0 |
| JOHN P LOUGHLIN | ||||||
| 1650 MARKET STREET SUITE 4000 | Philadelphia | PA | 19103 | TREASURER | 1 | $0 |
| THOMAS G LOUGHLIN | ||||||
| 1650 MARKET STREET SUITE 4000 | Philadelphia | PA | 19103 | TRUSTEE | 1 | $0 |
| JAMES M LOUGHLIN | ||||||
| 1650 MARKET STREET SUITE 4000 | Philadelphia | PA | 19103 | TRUSTEE | 1 | $0 |
| MARK T LOUGHLIN | ||||||
| 1650 MARKET STREET SUITE 4000 | Philadelphia | PA | 19103 | SECRETARY | 1 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $812,268 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $28,228 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $840,496 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $840,496 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,607 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $827,889 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,394 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,394 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $372 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $372 | TotalTaxAmt |
| Distributable Before Adj | $41,022 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,022 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,022 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $54,528 | 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 | $54,528 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,022 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $12,352 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $18,299 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,561 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $38,212 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $54,528 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,022 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $13,506 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,718 | 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 | $51,718 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $12,352 | ExcessFromYear3Amt |
| Excess From Year2 | $18,299 | ExcessFromYear2Amt |
| Excess From Year1 | $7,561 | ExcessFromYear1Amt |
| Excess From Current Year | $13,506 | 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 (36 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| TEWKSBURY EDUCATION | ||||||||
| FOUNDATION | PO BOX 448 | Oldwick | NJ | 08858 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| TEWKSBURY LAND TRUST | ||||||||
| PO BOX 490 | Oldwick | NJ | 08858 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| RARITAN HEADWATERS ASSOCIATION | ||||||||
| 2121 LARGER CROSS RD | Bedminster | NJ | 07934 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | |
| TRUSTEES OF HAMPSHIRE | ||||||||
| COLLEGE | 893 WEST ST | Amherst | MA | 01002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $300 |
| TEWKSBURY FAMILY ASSISTANCE | ||||||||
| FUND | PO BOX 231 | Oldwick | NJ | 08858 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500 |
| FLEMINGTON AREA FOOD PANTRY | ||||||||
| 154 NJ-31 | Flemington | NJ | 08822 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | |
| THE MOUNT AMWELL PROJECT | ||||||||
| PO BOX 226 | Lebanon | NJ | 08833 | NONE | PC | GENERAL CHARITABLE PURPOSES | $750 | |
| SOUTH SHORE CONSERVATORY | ||||||||
| ONE CONSERVATORY DRIVE | Hingham | NJ | 020432647 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| DICKINSON COLLEGE | ||||||||
| 28 N COLLEGE ST | Carlisle | PA | 17013 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | |
| HINGHAM HISTORICAL SOCIETY | ||||||||
| 34 MAIN ST | Hingham | MA | 02043 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| YOUTH EXPERIENTIAL TRAINING | ||||||||
| INSTITUTE | 226 SW 171ST STREET | Normandy Park | WA | 98166 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 |
| AMERICAN RED CROSS | ||||||||
| 2025 EAST STREET NW SUITE 100 | Washington | WA | 20006 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250 | |
| HARVEST AGAINST HUNGER | ||||||||
| 1201 FIRST AVENUE S SUITE 327 | Seattle | WA | 98194 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| TREEHOUSE | ||||||||
| 347 22ND ST | Ogden | UT | 84401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| CATHOLIC COMMUNITY SERVICES | ||||||||
| OF UTAH | 224 2200 W | Salt Lake City | UT | 84116 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 |
| DIOCESAN DEVELOPMENT DRIVE | ||||||||
| 27 C STREET | Salt Lake City | UT | 84103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | |
| HOPE ALLIANCE | ||||||||
| 815 W MAIN ST | Centralia | WA | 98531 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250 | |
| NAMI UTAH | ||||||||
| 1600 W 2200 S 202 | West Valley City | UT | 84119 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250 | |
| PARK CITY FILM SERIES | ||||||||
| 1255 PARK AVE | Park City | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $100 | |
| LEADERSHIP PARK CITY | ||||||||
| 445 MARSAC AVENUE | Park City | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250 | |
| PHILIPPINES HUMANITARIAN | ||||||||
| 124 S 400 E SUITE 400 | Salt Lake City | UT | 84111 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | |
| ST MARYS CATHOLIC CHURCH | ||||||||
| 315 CHURCH STREET | St Marys | PA | 15857 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| MOUNTAIN TOWN MUSIC | ||||||||
| 2265 MONARCH DR | Park City | UT | 84060 | NONE | PC | GENERAL CHARITABLE PURPOSES | $150 | |
| MOUNTAIN TRAILS FOUNDATION | ||||||||
| 5792 HIGHLAND DR | Park City | UT | 84098 | NONE | PC | GENERAL CHARITABLE PURPOSES | $650 | |
| THE ROTARY FOUNDATION | ||||||||
| 14280 COLLECTIONS CENTER DRIVE | Chicago | IL | 60693 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| FISHERMAN'S MARK | ||||||||
| 60 WILSON ST | Lambertville | NJ | 08530 | NONE | PC | GENERAL CHARITABLE PURPOSES | $8,000 | |
| TEWKSBURY LIBRARY FRIENDS | ||||||||
| 300 CHANDLER ST | Tewksbury | MA | 01876 | NONE | PC | GENERAL CHARITABLE PURPOSES | $750 | |
| SAFE IN HUNTERDON | ||||||||
| 47 E MAIN ST | Flemington | NJ | 08822 | NONE | PC | GENERAL CHARITABLE PURPOSES | $700 | |
| OUTDOORS FOR ALL FOUNDATION | ||||||||
| 6344 NE 74TH ST 102 | Seattle | WA | 98115 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | |
| HEAL UTAH | ||||||||
| 824 400 W 111 | Salt Lake City | UT | 84101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | |
| HIGHLINE AREA FOOD BANK | ||||||||
| 18300 4TH AVE S | Burien | WA | 98148 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,750 | |
| UTAH GEOLOGICAL FOUNDATION | ||||||||
| 1244 E SPRING RIDGE DRIVE | Sandy | UT | 84094 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | |
| KUER | ||||||||
| 101 SOUTH WASATCH DRIVE | Salt Lake City | UT | 84112 | NONE | PC | GENERAL CHARITABLE PURPOSE | $250 | |
| ORCA CONSERVANCY | ||||||||
| 12637 SHOREWOOD DR SW | Seattle | WA | 98146 | NONE | PC | GENERAL CHARITABLE PURPOSE | $1,000 | |
| PENN FUND UNIV OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET | PHILADELPHIA | PA | 191045099 | NONE | PC | GENERAL CHARITABLE PURPOSE | $100 | |
| ONEWORLD HEALTH | ||||||||
| 21 GAMECOCK AVE SUITE D | Charleston | SC | 29407 | NONE | PC | GENERAL CHARITABLE PURPOSE | $500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $39,000 | 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 | $17,310 | 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 | $20,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $37,559 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $37,559 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $2,000 | Amt |
| Disbursements Charitable Prps | $2,000 | DisbursementsCharitablePrpsAmt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THE STATE OF NEW JERSEY ALLOWS ORGANIZATIONS WHO RECEIVES LESS THAN $10,000 IN GROSS CONTRIBUTIONS FOR THE FISCAL YEAR AND DO NOT COMPENSATE ANYONE IN CONNECT WITH THE SOLICITATION OF FUNDS TO UNREGISTER WITH THE DIVISION OF CONSUMER AFFAIRS. AS AN UNREGISTERED CHARITY THE FOUNDATION IS NOT REQUIRED TO FILE WITH THE ATTORNEY GENERAL. | ExplanationTxt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST ADJUSTMENT | Desc |
| Amt | $1,002 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $10,453 | Amt |
| Net Investment Income | $10,453 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $2,314 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $3,410 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $235 | $235 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $78 | $78 | $0 |