THE WPW FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- THE WPW FOUNDATION (EIN 58-6338488)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-08
- IRS object ID
- 202631289349102258
- 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 Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-08T13:01:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135565207 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE FINANCIAL PLZ STE 2300 | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02903 | 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 | 586338488 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WPW FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WPW | BusinessNameControlTxt |
| Phone | 3025735973 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 RIGHTER PARKWAY SUITE 300A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FIRST STATE TRUST | PersonNm |
| Person Title | CO-TRUSTEE | PersonTitleTxt |
| Phone | 3025735973 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LYLE J MOHLER | PreparerPersonNm |
| PTIN | P01340349 | PTIN |
| Phone | 6892065200 | 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 | $6,316,478 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $151,920 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $151,920 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $343,998 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,073,474 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $343,998 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $495,918 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $495,918 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $14,356 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,921 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $1,435 | CompOfcrDirTrstDsbrsChrtblAmt |
| 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 | $1,212 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,212 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,762 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,762 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,839 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,011 | 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 |
| Other Expenses Rev And Expnss | $136 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $96 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $58,305 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $48,790 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,647 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $275,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $275,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $333,305 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $48,790 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $277,647 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $162,613 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $447,128 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $125,717 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,336 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,336 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $3,309,167 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,533,375 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,262,142 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,434,884 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,587,711 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,316,478 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,434,884 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,587,711 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,434,884 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,587,711 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,434,884 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,587,711 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,434,884 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $162,613 | ExcessRevenueOverExpensesAmt |
| Other Increases | $12,706 | OtherIncreasesAmt |
| Subtotal | $3,610,203 | SubtotalAmt |
| Other Decreases | $22,492 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,587,711 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 100000. UNITED STATES TREAS NTS 3.7500% 04/15/26 | 2024-04-12 | 2025-01-02 | $99,383 | $97,875 | $1,508 | $1,508 |
| 2974. ISHARES MSCI ACWI ETF | 2008-11-06 | 2025-01-23 | $362,122 | $93,675 | $268,447 | $268,447 |
| 80000. UNITED STATES TREAS NT TIPS 0.1250% 04/15/25 | 2020-04-28 | 2025-04-15 | $98,592 | $98,592 | ||
| 224000. UNITED STATES TREAS NTS 2.6250% 04/15/25 | 2024-04-12 | 2025-04-15 | $224,000 | $218,628 | $5,372 | $5,372 |
| 900. STANLEY BLACK & DECKER INC | 2022-11-03 | 2025-07-18 | $62,962 | $64,673 | -$1,711 | -$1,711 |
| 1500. MERCK & CO INC | 2006-04-21 | 2025-10-17 | $125,895 | $49,597 | $76,298 | $76,298 |
| 404. PIMCO ENHANCED SHORT MATURITY | 2025-04-15 | 2025-12-18 | $40,610 | $40,481 | $129 | $129 |
| 596. PIMCO ENHANCED SHORT MATURITY | 2024-05-15 | 2025-12-18 | $59,910 | $59,838 | $72 | $72 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $343,998 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,215 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,215 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,215 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,788 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $6,788 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $573 | OverpaymentAmt |
| Applied To ES Tax | $573 | 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 | SC | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FIRST STATE TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3025735973 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 RIGHTER PARKWAY SUITE 300A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| PARNELL WOOD BUHLMAN | ||||||
| 41 MURRAY HILL CIRCLE | BALTIMORE | MD | 212121026 | CO-TRUSTEE | 2 | $0 |
| FIRST STATE TRUST COMPANY | ||||||
| 2 RIGHTER PARKWAY SUITE 300A | WILMINGTON | DE | 19803 | CO-TRUSTEE | 10 | $14,356 |
| 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 | $5,970,124 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $230,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,200,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,200,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $93,005 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,107,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $305,367 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $305,367 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,215 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,215 | TotalTaxAmt |
| Distributable Before Adj | $299,152 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $10,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $309,152 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $309,152 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $277,647 | 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 | $277,647 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $309,152 | 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 | $26,267 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $91,378 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $6,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $124,038 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $277,647 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $277,647 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $31,505 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $31,505 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $92,533 | 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 | $92,533 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $86,140 | ExcessFromYear2Amt |
| Excess From Year1 | $6,393 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | FIRST STATE TRUST COMPANYT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2 RIGHTER PARKWAY STE 300A | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19803 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3025735973 | RecipientPhoneNum |
| Form And Info And Materials | BY LETTER OF REQUES WITH DETAILS FOR USE OF FUNDS GEOGRAPHIC AREA TO BE SERVED AND PURPOSE OF GRANT. NO FORMAL APPLICATION REQUIRED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEPTEMBER 15TH | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| PROVIDENCE COLLEGE | ||||||||
| ONE CUNNINGHAM SQUARE | PROVIDENCE | RI | 02918 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| CONNECTICUT COLLEGE | ||||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 06320 | NONE | PC | UNRESTRICTED GIFT | $2,500 | ATTN SUSAN DANIELS ADVANCEMENT |
| GILCHRIST HOSPICE | ||||||||
| MCCORMICK ROAD SUITE 350 | HUNT VALLEY | MD | 21031 | NONE | PC | UNRESTRICTED GIFT | $7,500 | |
| CIVICORPS | ||||||||
| 101 MYRTLE ST | OAKLAND | CA | 94607 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| ALAMEDA FAMILY SERVICES | ||||||||
| 2325 CLEMENT AVE SUITE A | ALAMEDA | CA | 94501 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| VALLEY HUMANE SOCIETY | ||||||||
| 360 NEVADA ST | PLEASANTON | CA | 945666324 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| PAWS IN NEED | ||||||||
| PO BOX 3436 | PLEASANTON | CA | 94583 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| CITY SERVE OF THE TRI VALLEY | ||||||||
| PO BOX 1613 | PLEASANTON | CA | 945660161 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| CLASS OF 1981 PRINCETON UNIVERSITY | ||||||||
| 230 STRYON ST710 | CHARLOTTE | NC | 28703 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| University of SC Alumni Association | ||||||||
| 1600 HAMPTON ST 736 | Colombia | SC | 29208 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| Atlanta Community Food Bank | ||||||||
| 3400 N DESERT DR | Atlanta | GA | 30344 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| Movable Feast | ||||||||
| PO BOX 2298 | Baltimore | MD | 21203 | NONE | PC | UNRESTRICTED GIFT | $2,500 | Attn Susan Elias Executive DirectorPO |
| Immaculate Conception School | ||||||||
| 112 WARE AVENUE | Towson | MD | 21204 | NONE | PC | UNRESTRICTED GIFT | $7,500 | Attn Heather Cucuzella |
| Arch Bishop Borders School | ||||||||
| 3500 FOSTER AVENUE | Baltimore | MD | 21224 | NONE | PC | UNRESTRICTED GIFT | $15,000 | Attn Mrs Amy Belz Principal |
| Enoch Pratt Free Library - Department of | ||||||||
| 400 CATHEDRAL ST | Baltimore | MD | 21201 | NONE | PC | UNRESTRICTED GIFT | $2,500 | Department of Institutional Advancement |
| Next One Up Foundation | ||||||||
| PO BOX 22503 | Baltimore | MD | 21203 | NONE | PC | UNRESTRICTED GIFT | $10,000 | Attn Matt Hanna CEO |
| Catholic Charities of Baltimore | ||||||||
| 228 W LEXINGTON ST | Baltimore | MD | 21201 | NONE | PC | UNRESTRICTED GIFT | $10,000 | Attn Sue DaSsantis |
| St Pauls School | ||||||||
| 11232 FALLS ROAD | Brooklandville | MD | 21022 | NONE | PC | UNRESTRICTED GIFT | $20,000 | |
| Fordham University | ||||||||
| 441 EAST FORDHAM ROAD | Bronx | NY | 10458 | NONE | PC | UNRESTRICTED GIFT | $5,000 | Attn Director of Deve |
| Riding High Farm | ||||||||
| 145 ROUTE 526 | Allentown | NJ | 08501 | NONE | PC | UNRESTRICTED GIFT | $7,500 | Attn Robyn Struz Executive Director |
| Southern Methodist University | ||||||||
| PO BOX 750402 | Dallas | TX | 752750402 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| Mother Mary Lange Catholic School | ||||||||
| 200 N MARTIN LUTHER KING JR BLVD | Baltimore | MD | 21201 | NONE | PC | UNRESTRICTED GIFT | $10,000 | Attn Mrs Lynnea Cornis Principal |
| Cardinal Shehan School | ||||||||
| 5407 LOCH RAVE BLVD | Baltimore | MD | 21239 | NONE | PC | UNRESTRICTED GIFT | $10,000 | Dr Anika Logan Principal |
| The Arc of Monmouth | ||||||||
| 1158 WAYSIDE ROAD | Tinton Falls | NJ | 07712 | NONE | PC | UNRESTRICTED GIFT | $5,000 | Development Department |
| Institute for Exceptional Care | ||||||||
| 1717 K STREET NW 900 | Washington | DC | 20006 | NONE | PC | UNRESTRICTED GIFT | $10,000 | Mai Pham President & CEO IEC |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 6704 | HAGERSTOWN | MD | 21741 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| COLORADO STATE UNIV FOUNDATION | ||||||||
| 300 UNIV SERVICES CENTER | FORT COLLINS | CO | 805230001 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| TIPPING POINT COMMUNITY | ||||||||
| 220 MONTGOMERY ST STE 850 | SAN FRANCISCO | CA | 94104 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| CAL POLY STATE UNIV FOUNDATION | ||||||||
| ONE GRAND AVENUE | SAN LUIS OBISPO | CA | 93407 | NONE | PC | UNRESTRICTED GIFT | $1,000 | |
| FEEDING AMERICA | ||||||||
| 161 N CLARK STREET SUITE 700 | CHICAGO | IL | 60601 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| UNDERDOG ANIMAL RESCUE | ||||||||
| PO BOX 1508 | LAFAYETTE | CA | 94549 | NONE | PC | UNRESTRICTED GIFT | $8,000 | |
| HOUSING CALIFORNIA | ||||||||
| 1107 9TH STSTE 560 | SACRAMENTO | CA | 95814 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| SHARE THE SPIRIT FUND | ||||||||
| PO BOX 2127 | DUBLIN | CA | 94568 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| KQED | ||||||||
| 2601 MARIPOSA STREET | SAN FRANCISCO | CA | 94110 | NONE | PC | UNRESTRICTED GIFT | $3,000 | |
| CONTRA COSTA CRISIS CTR | ||||||||
| PO BOX 3364 | WALNUT CREEK | CA | 94598 | NONE | PC | UNRESTRICTED GIFT | $10,000 | |
| SHEPHERDS GATE | ||||||||
| 1660 PORTOLA AVE | LIVERMORE | CA | 94551 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| Tri-Valley Animal Rescue | ||||||||
| PO BOX 11143 | Pleasanton | CA | 94588 | NONE | PC | UNRESTRICTED GIFT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $275,000 | 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 | $151,920 | 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 | $343,998 | 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 | $495,918 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $495,918 | 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 | $1,212 | Amt |
| Disbursements Charitable Prps | $1,212 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED STATEMENT | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,533,375 | BookValueAmt |
| EOYFMV | $6,262,142 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING DIFFERENCE | $2,307 |
| BASIS ADJ ON SALES TO MATCH 1099 | $185 |
| CHARITABLE DISTRIBUTION REVERSED IN 2026 | $20,000 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER EXPENSE (NON-DEDUCTIBLE | $40 | $0 | $0 |
| OTHER EXPENSE (NON-DEDUCTIBLE | $96 | $96 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OID ADJUSTMENT | $2,706 |
| GRANT RECOVERY | $10,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $34,762 | Amt |
| Net Investment Income | $34,762 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $685 | $685 | $0 |
| FEDERAL TAX PAYMENT - PRIOR YE | $40 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $6,788 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $203 | $203 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $123 | $123 | $0 |