COUNIHAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- COUNIHAN FAMILY FOUNDATION (EIN 45-2428420)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202611279349102671
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-07T14:33:58-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | 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 | 452428420 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COUNIHAN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COUN | BusinessNameControlTxt |
| Phone | 6105207660 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 795 E LANCASTER AVE 280 | AddressLine1Txt |
| City | VILLANOVA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19085 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RHONWYN COUNIHAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6105207660 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HEATHER DWYER | PreparerPersonNm |
| PTIN | P01512858 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Preparation | 2026-05-07 | 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 | $47,260,158 | 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 | $1,820 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,353,740 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,353,740 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $524,949 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,020,507 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $524,949 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,880,509 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,878,689 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $16,021 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,710 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,711 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $56,940 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $25,382 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $21,940 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,970 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,970 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $94,901 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $44,062 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $18,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,250,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,250,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,344,901 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $44,062 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,268,681 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$2,464,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,834,627 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,410 | CashBOYAmt |
| Cash EOY | $13,822 | CashEOYAmt |
| Cash EOYFMV | $13,822 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,678,254 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $426,942 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $426,942 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $19,854,506 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,949,067 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $30,380,958 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $17,973,939 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $18,657,886 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $16,438,436 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $39,512,109 | TotalAssetsBOYAmt |
| Total Assets EOY | $37,047,717 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $47,260,158 | 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 | $39,512,109 | RetainedEarningBOYAmt |
| Retained Earning EOY | $37,047,717 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $39,512,109 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $37,047,717 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $39,512,109 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $37,047,717 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $39,512,109 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$2,464,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $37,047,717 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $37,047,717 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD X8130 | P | 2025-01-01 | 2025-12-31 | $16,108 | $16,108 | $0 | $0 |
| VANGUARD X8130 | P | 2025-01-01 | 2025-12-31 | $3,004,399 | $2,479,450 | $524,949 | $524,949 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $524,949 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $25,501 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $25,501 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $25,501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,800 | 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 | $24,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $701 | 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 | 0 | 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 | SUZANNE M HECHT | IndividualWithBooksNm |
| Phone | 6105207664 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 795 EAST LANCASTER AVE STE 280 | AddressLine1Txt |
| City | VILLANOVA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19085 | 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 |
|---|---|---|---|---|---|---|---|---|
| PETER F COUNIHAN | ||||||||
| 795 E LANCASTER AVE STE 280 | VILLANOVA | PA | 19085 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RHONWYN P COUNIHAN | ||||||||
| 795 E LANCASTER AVE STE 280 | VILLANOVA | PA | 19085 | DIRECTOR/PRES., TREAS., SE | 1.00 | $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 | $46,393,716 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15,664 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $46,409,380 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $46,409,380 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $696,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $45,713,239 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,285,662 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,285,662 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $25,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $25,501 | TotalTaxAmt |
| Distributable Before Adj | $2,260,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,260,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,260,161 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,268,681 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,268,681 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,260,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $191,422 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,268,681 | QualifyingDistributionsAmt |
| Applied To Year1 | $191,422 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,260,161 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,817,098 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,817,098 | 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 | $1,817,098 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $1,817,098 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PETER F COUNIHAN | ContributingManagerNm |
| Contributing Manager | RHONWYN P COUNIHAN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (64 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CANCER SOCIETY | ||||||||||||
| PO BOX 13300 | TAMPA | FL | 33681 | N/A | PC | TO PROVIDE BREAKTHROUGH RESEARCH, OFFER PATIENT PROGRAM AND SERVICES, AND PROVIDING CANCER INFORMATION AND ASSISTANCE THROUGH A HELPLINE | $75,000 | |||||
| AMERICAN RED CROSS | ||||||||||||
| 431 18TH STREET NW | WASHINGTON | DC | 20006 | N/A | PC | TO PROTECT LIFE AND HEALTH AND TO ENSURE RESPECT FOR THE HUMAN BEING | $50,000 | |||||
| BETHLEHEM CENTERS OF NASHVILLE | ||||||||||||
| 1417 CHARLOTTE AVENUE | NASHVILLE | TN | 37203 | N/A | PC | TO PROVIDE QUALITY PROGRAMS AND SERVICES TO IMPACT THE LIVES OF CHILDREN, ADOLESCENTS, AND SENIORS THROUGHOUT MIDDLE TENNESSEE | $50,000 | |||||
| CARE | ||||||||||||
| 151 ELLIS STREET NE | ATLANTA | GA | 30303 | N/A | PC | TO HELP CHANGE THE LIVES OF WOMEN, CHILDREN, AND FAMILIES ALL OVER THE WORLD | $150,000 | |||||
| CATHOLIC CHARITIES DIOCESE OF NASHVILLE | ||||||||||||
| 2806 MCGAVOCK PK | NASHVILLE | TN | 37214 | N/A | PC | TO PROVIDE A COMMUNITY OF LOVE AND GRACE | $50,000 | |||||
| DAMANT LODGE HOME FOR THE AGED | ||||||||||||
| N/A | PC | TO SUPPORT REGULAR OPERATIONS | $100,000 | 14 PIKE LANE | PORT ALFRED | SF | ||||||
| DAV CHARITABLE SERVICE TRUST | ||||||||||||
| 860 DOLWICK DRIVE | ERLANGER | KY | 41018 | N/A | PC | TO SUPPORT PROGRAMS THAT BENEFIT VETERANS AND FAMILIES OF ILL AND INJURED VETERANS | $75,000 | |||||
| DIRECT RELIEF | ||||||||||||
| 6100 WALLACE BECKNELL ROAD | SANTA BARBARA | CA | 93117 | N/A | PC | IMPROVING THE HEALTH AND LIVES OF PEOPLE LIVING IN THE MOST VULNERABLE SITUATIONS - UKRAINE CRISIS AND ISRAEL CONFLICT | $100,000 | |||||
| DOCTORS WITHOUT BORDERS | ||||||||||||
| 40 RECTOR STREET 16TH FLOOR | NEW YORK | NY | 10006 | N/A | PC | TO SUPPORT REGULAR OPERATIONS IN PROVIDING GLOBAL MEDICAL AID | $200,000 | |||||
| EVERGLADES FOUNDATION | ||||||||||||
| 18001 OLD CUTLER ROAD SUITE 625 | PALMETTO BAY | FL | 33157 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $20,000 | |||||
| FAITH FAMILY MEDICAL CENTER | ||||||||||||
| 326 21ST AVE N | NASHVILLE | TN | 37203 | N/A | PC | TO PROVIDE AFFORDABLE, QUALITY CARE TO PATIENTS WHO ARE WORKING TO GET AHEAD, BUT CANNOT AFFORD TO SEE A DOCTOR | $50,000 | |||||
| FEEDING AMERICA | ||||||||||||
| 161 NORTH CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | N/A | PC | TO SUPPORT REGULAR OPERATIONS IN HUNGER RELIEF | $50,000 | |||||
| FEEDING SOUTH FLORIDA | ||||||||||||
| 2501 SW 32 TERRACE | PEMBROKE PARK | FL | 33023 | N/A | PC | TO SUPPORT REGULAR OPERATIONS IN HUNGER RELIEF | $75,000 | |||||
| FISHER HOUSE FOUNDATION INC | ||||||||||||
| 12300 TWINBROOK PARKWAY SUITE 410 | ROCKVILLE | MD | 20852 | N/A | PC | TO SUPPORT MILITARY, VETERANS AND THEIR FAMILIES | $75,000 | |||||
| FRIENDS OF WARNER PARKS INC | ||||||||||||
| 50 VAUGHN ROAD | NASHVILLE | TN | 37221 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $25,000 | |||||
| GET AHEAD PROJECT QUEENSTOWN | ||||||||||||
| N/A | PC | TO SUPPORT REGULAR OPERATIONS | $500,000 | 112 BOWKER STREET | WHITTLESEA | SF | 5320 | |||||
| GLOBALGIVING | ||||||||||||
| 1 THOMAS CIRCLE NW SUITE 800 | WASHINGTON | DC | 20005 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $75,000 | |||||
| HABITAT FOR HUMANITY | ||||||||||||
| 322 W LAMAR STREET | AMERICUS | GA | 31709 | N/A | PC | TO SUPPORT REGULAR OPERATIONS IN HUMANITARIAN EFFORTS | $30,000 | |||||
| HABITAT FOR HUMANITY OF GREATER NASHVILLE | ||||||||||||
| 414 HARDING PLACE SUITE 100 | NASHVILLE | TN | 37211 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $20,000 | |||||
| HEIFER INTERNATIONAL | ||||||||||||
| 1 WORLD AVENUE | LITTLE ROCK | AR | 72202 | N/A | PC | TO SUPPORT EFFORTS TO END HUNGER AND POVERTY IN A SUSTAINABLE WAY | $50,000 | |||||
| INTERFAITH DENTAL CLINIC OF NASHVILLE | ||||||||||||
| 600 HILL AVE STE 101 | NASHVILLE | TN | 37210 | N/A | PC | TO CREATE A HEALTHIER COMMUNITY BY PROVIDING TRANSFORMATIONAL ORAL HEALTH CARE FOR THOSE EXPERIENCING POVERTY | $40,000 | |||||
| INTERNATIONAL RESCUE COMMITTEE | ||||||||||||
| 122 EAST 42ND STREET | NEW YORK | NY | 10168 | N/A | PC | TO HELP PEOPLE WHOSE LIVES AND LIVELIHOODS ARE SHATTERED BY CONFLICT AND DISASTER | $125,000 | |||||
| LINCOLN PARK COMMUNITY UMC | ||||||||||||
| 1 CARLISLE AVE | READING | PA | 19609 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | |||||
| LUKE 1412 | ||||||||||||
| PO BOX 120864 | NASHVILLE | TN | 37212 | N/A | PC | TO PROVIDE MEALS TO THE HUNGRY, HOMELESS AND WORKING POOR OF NASHVILLE | $25,000 | |||||
| MENDING HEARTS | ||||||||||||
| PO BOX 280236 | NASHVILLE | TN | 37228 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $20,000 | |||||
| MIAMI DADE COLLEGE FOUNDATION | ||||||||||||
| 300 NE 2ND AVE 1423 | MIAMI | FL | 33132 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $100,000 | |||||
| MIRIAMS PROMISE | ||||||||||||
| 3701 HILLSBORO PIKE | NASHVILLE | TN | 37215 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $10,000 | |||||
| MORNINGSIDE ELEMENTARY SCHOOL FOUNDATION | ||||||||||||
| 774 VIRGINIA AVE NE | ATLANTA | GA | 30306 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $40,000 | |||||
| NASHVILLE PUBLIC RADIO | ||||||||||||
| 630 MAINSTREAM DRIVE | NASHVILLE | TN | 37228 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | |||||
| NASHVILLE PUBLIC TELEVISION | ||||||||||||
| 161 RAINS AVENUE | NASHVILLE | TN | 37203 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | |||||
| NASHVILLE SYMPHONY | ||||||||||||
| 1 SYMPHONY PLACE | NASHVILLE | TN | 32701 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | |||||
| NATIONAL PARK FOUNDATION | ||||||||||||
| 1500 K STREET NW SUITE 700 | WASHINGTON | DC | 20005 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $20,000 | |||||
| NATIONAL PARKS CONSERVATION | ||||||||||||
| 777 6TH ST NW STE 700 | WASHINGTON | DC | 20001 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $20,000 | |||||
| NURSES FOR NEWBORNS | ||||||||||||
| 1606 PORTER ROAD STE 200 | NASHVILLE | TN | 37206 | N/A | PC | TO REDUCE INFANT MORTALITY, CHILD ABUSE, AND NEGLECT IN TENNESSEE | $30,000 | |||||
| PENCIL TENNESSEE | ||||||||||||
| 7199 COCKRILL BEND BLVD | NASHVILLE | TN | 37209 | N/A | PC | TO SUPPORT REGULAR OPERATIONS IN EDUCATION | $50,000 | |||||
| PICOLINIS ANIMAL RESCUE | ||||||||||||
| 461 SW 21 ROAD | MIAMI | FL | 33129 | N/A | PC | TO SUPPORT REGULAR OPERATIONS IN HELPING ANIMALS | $15,000 | |||||
| PLANNED PARENTHOOD FEDERATION OF AMERICA | ||||||||||||
| 123 WILLIAM STREET 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $75,000 | |||||
| RAZOM FOR UKRAINE | ||||||||||||
| 140 2ND AVE | NEW YORK | NY | 10003 | N/A | PC | TO SUPPORT REGULAR OOPERATIONS | $25,000 | |||||
| READING EDUCATION FOUNDATION | ||||||||||||
| 800 WASHINGTON STREET | READING | PA | 19601 | N/A | PC | TO SUPPORT REGULAR OPERATIONS IN EDUCATION | $25,000 | |||||
| REFUGEES INTERNATIONAL | ||||||||||||
| PO BOX 33036 | WASHINGTON | DC | 20033 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $225,000 | |||||
| ROOM IN THE INN | ||||||||||||
| 705 DREXEL STREET | NASHVILLE | TN | 37202 | N/A | PC | TO PROVIDE PROGRAMS THAT EMPHASIZE HUMAN DEVELOPMENT AND RECOVERY THROUGH EDUCATION, SELF-HELP AND WORK, CENTERED IN COMMUNITY AND LONG TERM SUPPORT FOR THOSE WHO CALL THE STREETS OF NASHVILLE HOME. | $50,000 | |||||
| SADDLE UP | ||||||||||||
| 1549 OLD HILLSBORO ROAD | FRANKLIN | TN | 37069 | N/A | PC | IMPACTING THE LIVES OF CHILDREN AND YOUNG ADULTS WITH DISABILITIES BY PROVIDING OPPORTUNITIES TO GROW AND DEVELOP THROUGH THERAPEUTIC, EDUCATIONAL, AND RECREATIONAL EXPERIENCES WITH HORSES | $10,000 | |||||
| SALVATION ARMY (INTERNATIONAL) | ||||||||||||
| 615 SLATERS LN | ALEXANDRIA | VA | 22314 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | |||||
| SALVATION ARMY (MIAMI) | ||||||||||||
| 5631 VAN DYKE ROAD | LUTZ | FL | 33558 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | |||||
| SALVATION ARMY (NASHVILLE) | ||||||||||||
| 631 DICKSON PIKE | NASHVILLE | TN | 37207 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | |||||
| SAVE THE CHILDREN | ||||||||||||
| 501 KINGS HIGHWAY EAST SUITE 400 | FAIRFIELD | CT | 06825 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $150,000 | |||||
| SHAKE-A-LEG MIAMI | ||||||||||||
| 2620 S BAYSHORE DR | COCONUT GROVE | FL | 33133 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $20,000 | |||||
| SOLES4SOULS | ||||||||||||
| 319 MARTINGALE DRIVE | OLD HICKORY | TN | 37138 | N/A | PC | TURNING SHOES AND CLOTHING INTO OPPORTUNITY BY KEEPING THEM FROM GOING TO WASTE AND PUTTING THEM TO GOOD USE | $5,000 | |||||
| SOUTH FLORIDA PBS | ||||||||||||
| 3401 S CONGRESS AVENUE | BOYNTON BEACH | FL | 33426 | N/A | PC | TO SUPPORT REGULAR OPERATIONS TO BRING ARTS, EDUCATION AND PUBLIC AFFAIRS TO VIEWERS | $50,000 | |||||
| THE HUMANE SOCIETY OF THE UNITED STATES | ||||||||||||
| 1255 23RD ST NW | WASHINGTON | DC | 20037 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $25,000 | |||||
| THISTLE FARMS | ||||||||||||
| 5122 CHARLOTTE PIKE | NASHVILLE | TN | 37209 | N/A | PC | TO PROVIDE A PATHWAY OF HEALING AND HOPE FOR WOMEN SURVIVORS OF TRAFFICKING, PROSTITUTION, AND ADDICTION | $30,000 | |||||
| TWK CREATION CARE MINISTRY | ||||||||||||
| PO BOX 120081 | NASHVILLE | TN | 37212 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $10,000 | |||||
| U OF M SCHOOL OF NURSING SCHOLARSHIP FUND | ||||||||||||
| U OF M DIVISION OF DEVELOPMENT PO | MIAMI | FL | 33102 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | BOX 025388 | ||||
| UMASS | ||||||||||||
| 300 MASSACHUSETTS AVE | AMHERST | MA | 01003 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $25,000 | |||||
| UNICEF | ||||||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | TO PROVIDE HUMANITARIAN AND DEVELOPMENTAL AID TO CHILDREN WORLDWIDE | $25,000 | |||||
| UNITED WAY OF BERKS COUNTY | ||||||||||||
| 25 NORTH 2ND STREET SUITE 101 | READING | PA | 19601 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $10,000 | |||||
| UNITY IN AFRICA TRUST | ||||||||||||
| N/A | PC | TO SUPPORT THE IGEMS PROGRAM | $300,000 | PO BOX 21406 | PORT ELIZABETH | SF | 6000 | |||||
| VANDERBILT GIFT AND DONATIONS | ||||||||||||
| PO BOX 290369 525 ROYAL PARKWAY | NASHVILLE | TN | 37229 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $100,000 | |||||
| VANDERBILT UNIVERSITY MEDICAL CENTER | ||||||||||||
| 1211 MEDICAL CENTER DR | NASHVILLE | TN | 37232 | N/A | PC | PEDIATRIC IN-PATIENT REHABILITATION PROJECT & TO SUPPORT REGULAR OPERATIONS | $100,000 | |||||
| VFW FOUNDATION | ||||||||||||
| 406 W 34TH STREET | KANSAS CITY | MO | 64111 | N/A | PC | IMPROVING THE LIVES OF MILITARY VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES | $50,000 | |||||
| WEST END UNITED METHODIST CHURCH | ||||||||||||
| 2200 WEST END AVE | NASHVILLE | TN | 37232 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $75,000 | |||||
| WOMEN FOR WOMEN INTERNATIONAL | ||||||||||||
| 2000 M ST NW | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $75,000 | |||||
| WORLD VISION | ||||||||||||
| PO BOX 70102 | TACOMA | WA | 98481 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $50,000 | |||||
| SOUTHERN EXPOSURE | ||||||||||||
| 3030 20TH STREET | SAN FRANSISCO | CA | 94110 | N/A | PC | TO SUPPORT REGULAR OPERATIONS | $25,000 | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,250,000 | 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 | $1,353,740 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $524,949 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,878,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,878,689 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BAKER TILLY ACCOUNTING FEES | $14,201 | $7,100 | $7,101 |
| ACCOUNTING FEES | $1,820 | $610 | $610 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | VANGUARD 8130 | BondNm |
| EOY Book Value | $18,657,886 | EOYBookValueAmt |
| EOYFMV | $16,438,436 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | VANGUARD 8130 | StockNm |
| EOY Book Value | $17,949,067 | EOYBookValueAmt |
| EOYFMV | $30,380,958 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADVISORY FEES | $21,910 | $10,955 | $10,955 |
| BANK FEES | $30 | $15 | $15 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $25,382 | $25,382 | $0 |
| IRS TAXES | $31,558 | $0 | $0 |