BARNSTONE FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BARNSTONE FOUNDATION INC (EIN 27-4092721)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202601359349103150
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T12:04:37-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST STE1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037109 | 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 | 274092721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BARNSTONE FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARN | BusinessNameControlTxt |
| Phone | 6109351852 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 586 | AddressLine1Txt |
| City | SOUTHEASTERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19399 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN E CLOETINGH | PersonNm |
| Person Title | PRESIDENT, DIRECTOR | PersonTitleTxt |
| Phone | 6109351852 | PhoneNum |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KIMBERLY BARTOLOMEO | PreparerPersonNm |
| PTIN | P01472048 | PTIN |
| Phone | 2673303000 | 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 | $12,652,052 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $811,581 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $232,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,187 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,052 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $977,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,562,963 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $977,297 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,021,065 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,209,484 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,052 | 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 | $10,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $26,709 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $26,709 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,193 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,193 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $39,402 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $496,637 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $496,637 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $536,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $496,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,485,026 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,170,082 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,052 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $241,997 | CashBOYAmt |
| Cash EOY | $268,419 | CashEOYAmt |
| Cash EOYFMV | $268,419 | CashEOYFMVAmt |
| US Government Obligations BOY | $2,519,456 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,920,630 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,877,015 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,093,936 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,524,341 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,506,618 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $6,855,389 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,713,390 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,652,052 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $6,855,389 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $7,713,390 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,855,389 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,713,390 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,855,389 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,713,390 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,855,389 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,485,026 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,340,415 | SubtotalAmt |
| Other Decreases | $627,025 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,713,390 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ML X2023 - LT | P | 2024-12-31 | 2025-12-31 | $233,241 | $233,237 | $4 | $4 |
| ML X4003 - ST | P | 2025-01-01 | 2025-12-31 | $5,913 | $5,741 | $172 | $172 |
| ML X4003 - LT | P | 2024-12-31 | 2025-12-31 | $1,323,809 | $346,688 | $977,121 | $977,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $977,297 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $977,297 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,264 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $16,264 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $16,264 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | 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 | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $463 | EsPenaltyAmt |
| Tax Due | $16,727 | 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 | Yes (1) | 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 | JOAN E CLOETINGH | IndividualWithBooksNm |
| Phone | 6109351852 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 586 | AddressLine1Txt |
| City | SOUTHEASTERN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19399 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOAN E CLOETINGH | ||||||||
| PO BOX 685 | KIMBERTON | PA | 19442 | PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| GREG CLOETINGH | ||||||||
| 318 WINFIELD RD | DEVON | PA | 19333 | VICE PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| JEFF CLOETINGH | ||||||||
| 112 HIGH STREET | BROOKLINE | MA | 02445 | VICE PRESIDENT, DIRECTOR | 0.00 | $0 | $0 | $0 |
| JOSH CADY | ||||||||
| 227 CHURCH ROAD | DEVON | PA | 19333 | VICE PRESIDENT, DIRECTOR | 0.00 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,935,014 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $446,454 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,381,468 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,381,468 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $170,722 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,210,746 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $560,537 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $560,537 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,264 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,264 | TotalTaxAmt |
| Distributable Before Adj | $544,273 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $544,273 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $544,273 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $496,637 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $496,637 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $544,273 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $489,169 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $496,637 | QualifyingDistributionsAmt |
| Applied To Year1 | $489,169 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,468 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $536,805 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOAN E CLOETINGH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTIVE MINDS | |||||||
| 2001 SOUTH ST NW | WASHINGTON | DC | 20009 | N/A | PC | CHARITABLE | $40,000 |
| BABY2BABY | |||||||
| 5830 W JEFFERSON BLVD | LOS ANGELES | CA | 90016 | N/A | PC | CHARITABLE | $12,000 |
| BOSTON HEALTHCARE FOR THE HOMELESS PROGRAM | |||||||
| 780 ALBANY ST | BOSTON | MA | 02118 | N/A | PC | CHARITABLE | $45,000 |
| BOYS & GIRLS CLUBS OF NASSAU COUNTY FOUNDATION | |||||||
| P O 16003 | FERNANDINA BEACH | FL | 32035 | N/A | PC | CHARITABLE | $3,000 |
| CB COMMUNITY SCHOOLS | |||||||
| 4101 FREELAND AVE | PHILADELPHIA | PA | 19128 | N/A | PC | CHARITABLE | $25,000 |
| CB COMMUNITY SCHOOLS | |||||||
| 4101 FREELAND AVE | PHILADELPHIA | PA | 19128 | NA | PC | CHARITABLE | $3,600 |
| CENTER FOR HUMANISTIC CHANGE | |||||||
| 3400 BATH PIKE SUITE 306 | BETHLEHEM | PA | 18017 | NA | PC | CHARITABLE | $10,000 |
| CHARLESTOWN PLAYHOUSE INC | |||||||
| 2478 CHARLESTOWN RD | PHOENIXVILLE | PA | 19460 | N/A | PC | CHARITABLE | $5,000 |
| CHESTER COUNTY FOOD BANK | |||||||
| 650 PENNSYLVANIA DR | EXTON | PA | 19341 | N/A | PC | CHARITABLE | $20,000 |
| CHILDREN'S HOSPITAL OF PHILADELPHIA FOUNDATION | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | PC | CHARITABLE | $10,000 |
| CONVOY OF HOPE | |||||||
| PO BOX 1125 | SPRINGFIELD | MO | 65801 | N/A | PC | CHARITABLE | $25,000 |
| EDEN REFORESTATION PROJECTS | |||||||
| 303 W FOOTHILL BLVD UNIT 13 | GLENDORA | CA | 91741 | N/A | PC | CHARITABLE | $40,000 |
| FOSTERING HOPE GRANT AWARD | |||||||
| 3277 W RIDGE PIKE C301 | POTTSTOWN | PA | 19464 | N/A | PC | CHARITABLE | $16,000 |
| GOOD WORKS INC | |||||||
| PO BOX 1441 | COATESVILLE | PA | 19320 | N/A | PC | CHARITABLE | $27,000 |
| LA COLABORATIVA INC | |||||||
| 63 SIXTH STREET | CHELSESA | MA | 02150 | N/A | PC | CHARITABLE | $45,000 |
| MAINE COAST HERITAGE TRUST | |||||||
| 1 BOWDOIN MILL ISLAND 201 | TOPSHAM | ME | 04086 | N/A | PC | CHARITABLE | $30,000 |
| MAYO CLINIC | |||||||
| 200 FIRST ST SW | ROCHESTER | MN | 55905 | N/A | PC | CHARITABLE | $25,000 |
| PENN STATE THON | |||||||
| 227D HETZEL UNION BUILDING | UNIVERSITY PARK | PA | 16802 | N/A | PC | CHARITABLE | $25,000 |
| PREPARED TO THRIVE | |||||||
| 304 NATIONAL RD SUITE 200 | EXTON | PA | 19341 | N/A | PC | CHARITABLE | $5,000 |
| THE SUPPORT CENTER FOR CHILD ADVOCATES | |||||||
| 1617 JOHN F KENNEDY BLVD 1200 | PHILADELPHIA | PA | 19103 | N/A | PC | CHARITABLE | $25,000 |
| THE SUPPORT CENTER FOR CHILD ADVOCATES | |||||||
| 1617 JOHN F KENNEDY BLVD 1200 | PHILADELPHIA | PA | 19103 | N/A | PC | CHARITABLE | $8,037 |
| THE WHARTON ESHERICK MUSEUM | |||||||
| PO BOX 595 | PAOLI | PA | 19301 | N/A | PC | CHARITABLE | $2,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | N/A | PC | CHARITABLE | $30,000 |
| VILLAGE ENTERPRISE FUND | |||||||
| 1180 SAN CARLOS AVE 222 | SAN CARLOS | CA | 94070 | N/A | PC | CHARITABLE | $5,000 |
| YMCA CAMP TOCKWOGH | |||||||
| 24370 STILL POND NECK ROAD | WORTON | MD | 21678 | N/A | PC | CHARITABLE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $496,637 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $977,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,209,484 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,209,484 | TotalIncomeProducingActyAmt |
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 | PWC FEES | CategoryTxt |
| Amt | $10,500 | Amt |
| Net Investment Income | $10,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MERRILL LYNCH X4003 SECURITIES | StockNm |
| EOY Book Value | $4,524,341 | EOYBookValueAmt |
| EOYFMV | $9,506,618 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,920,630 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,877,015 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| COST BASIS ADJUSTMENT | $624,849 |
| OTHER ADJUSTMENT | $2,176 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| MERRILL LYNCH X2023 FEES | $3,833 | $3,833 | $0 | $0 |
| MERRILL LYNCH X4003 FEES | $22,876 | $22,876 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOAN E CLOETINGH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 685 | AddressLine1Txt |
| City | KIMBERTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19442 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $2,193 | Amt |
| Net Investment Income | $2,193 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |