BETA

VICTORY FDN: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
VICTORY FDN (EIN 52-6854620)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-10-15
IRS object ID
202412899349101111
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-10-15T15:11:07-05:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161710665PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEPHANO SLACK LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 STRAFFORD AVE STE 200AddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526854620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VICTORY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O WILMINGTON TRUST COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVICTBusinessNameControlTxt
Phone3026511437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 NORTH MARKET STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198900001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVICTORIA MCNEIL LE VINEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3026511437PhoneNum
Signature2024-07-29SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J STEPHANOPreparerPersonNm
PTINP00446686PTIN
Phone6106871600PhoneNum
Preparation2024-07-29PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-10-15 13:58:12ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$21,126,543FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$337,715DividendsRevAndExpnssAmt
Dividends Net Invst Incm$337,715DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$771,741NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,144,117GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$771,741CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,109,456TotalRevAndExpnssAmt
Total Net Invst Incm$1,109,456TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss$61,803OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44,891OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$16,912OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$4,127TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,127TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$254OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$254OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$66,184TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$49,272TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,912TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$942,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$942,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,008,684TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$49,272TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$959,412TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$100,772ExcessRevenueOverExpensesAmt
Net Investment Income$1,060,184NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$305,319CashBOYAmt
Cash EOY$677,317CashEOYAmt
Cash EOYFMV$677,317CashEOYFMVAmt
Corporate Stock BOY$6,468,897CorporateStockBOYAmt
Corporate Stock EOY$6,174,646CorporateStockEOYAmt
Corporate Stock EOYFMV$20,449,226CorporateStockEOYFMVAmt
Total Assets BOY$6,774,216TotalAssetsBOYAmt
Total Assets EOY$6,851,963TotalAssetsEOYAmt
Total Assets EOYFMV$21,126,543TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,774,216CapitalStockBOYAmt
Capital Stock EOY$6,851,963CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,774,216TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,851,963TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,774,216TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,851,963TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,774,216TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$100,772ExcessRevenueOverExpensesAmt
Other Increases$1,975OtherIncreasesAmt
Subtotal$6,876,963SubtotalAmt
Other Decreases$25,000OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,851,963TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$2,144,117GrossSalesPriceAmt
Cost Or Other Basis$1,372,376CostOrOtherBasisAmt
Gain Or Loss$771,741GainOrLossAmt
Gains Minus Excess Or Losses$771,741GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$771,741CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$14,737InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$14,737SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$14,737TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$17,800EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$17,800TotalPaymentsAndCreditsAmt
Es Penalty$311EsPenaltyAmt
Overpayment$2,752OverpaymentAmt
Applied To ES Tax$2,752AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILMINGTON TRUST COMPANYIndividualWithBooksNm
Phone3026511847PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11100 MARKET STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198900900ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonVICTORIA MCNEIL LE VINEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1506 OLD GULPH ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$19,234,757AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$735,925AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,970,682TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,970,682AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$299,560CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,671,122NetVlNoncharitableAssetsAmt
Minimum Investment Return$983,556MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$983,556MinimumInvestmentReturnAmt
Tax Based On Investment Income$14,737TaxBasedOnInvestmentIncomeAmt
Total Tax$14,737TotalTaxAmt
Distributable Before Adj$968,819DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$968,819DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$968,819DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$959,412ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$959,412QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$968,819DistributableAsAdjustedAmt
Undistributed Income PY$920,131UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$959,412QualifyingDistributionsAmt
Applied To Year1$920,131AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$39,281AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$929,538UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVICTORIA MCNEIL LE VINEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTING WITHOUT BOUNDARIES
750 E HAVERFORD RDBRYN MAWRPA19010NONEOTHER PUBLIC CHARITYACTING PROGRAM FOR SPECIAL NEEDS$5,000
AFRICAN AMERICAN MUSEUM IN PHILADELPHIA
701 ARCH STPHILADELPHIAPA19106NONEOTHER PUBLIC CHARITYPROGRAM DEVELOPMENT$10,000
ASSOCIATION OF PUBLIC ART
1528 WALNUT ST SUITE 500PHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYPUBLIC ART INSTALLATION$1,500
BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PKWYPHILADELPHIAPA19130NONEOTHER PUBLIC CHARITYLONG RANGE PLANNING$50,000
BROADWAY DREAMS FOUNDATION
8965 BROCKHAM WAYALPHARETTAGA30022NONEOTHER PUBLIC CHARITYSCHOLARSHIP PERFORMING ARTS$10,000
BROADWAY CARES EQUITY FIGHTS AIDS
165 W 46TH ST SUITE 1300NEW YORKNY10036NONEOTHER PUBLIC CHARITYSUPPORT FOR PERFORMING ARTS COMMUNITY$2,500
BUCKS COUNTY PLAYHOUSE
12 W MECHANIC ST SUITE 2ANEW HOPEPA18938NONEOTHER PUBLIC CHARITYREGIONAL THEATER$5,000
CURTIS INSTITUTE OF MUSIC
1726 LOCUST STPHILADELPHIAPA19103NONEOTHER PUBLIC CHARITYVOCAL / INSTRUMENTAL$2,500
FLEISHER ART MEMORIAL
719 CATHARINE STPHILADELPHIAPA19147NONEOTHER PUBLIC CHARITYTEEN AFTER SCHOOL PROGRAM AND SATURDAY FREE YOUTH PROGRAM$10,000
CENTER FOR EMERGING VISUAL ARTISTS
237 S 18TH ST 3APHILADELPHIAPA19103NONEOTHER PUBLIC CHARITYARTS ADVOCACY$10,000
CHESTER COUNTY POPS ORCHESTRA
424 PRICE STREETWEST CHESTERPA19382NONEOTHER PUBLIC CHARITYPERFORMING ARTS$1,000
PENNSYLVANIA ACADEMY OF THE FINE ARTS
128 N BROAD STPHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYSCHOLARSHIP FUND$75,000
CULTURAL TRUST GREATER PHILA ARTPHILLY 2016
1315 WALNUT STREET SUITE 320PHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYARTS ADVOCACY$50,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEOTHER PUBLIC CHARITYENDOWMENT FOR CONTEMPORARY ARTS, TIMOTHY RUB FUND, ART SPEAKS EDUCATIONAL PROGRAM, GENERAL PUBLIC SUPPORT$160,000
PRINCESS GRACE FOUNDATION
888-C 8TH AVE 318NEW YORKNY10019NONEOTHER PUBLIC CHARITYGRACE KELLY AWARDS SCHLOARSHIP$180,000
SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZAPALM BEACHFL33480NONEOTHER PUBLIC CHARITYART MUSIC LITERACY PROGRAMS$51,000
SPRINGSIDE CHESTNUT HILL ACADEMY
500 WEST WILLOW GROVE AVENUEPHILADELPHIAPA19118NONEOTHER PUBLIC CHARITYRENOVATION PERFORMING ARTS CENTER$200,000
ENCHANTMENT THEATRE COMPANY
7715 CRITTENDEN ST 349PHILADELPHIAPA19118NONEOTHER PUBLIC CHARITYYOUTH AND TEEN ARTS EDUCATION PROGRAMS$25,000
THE KENNEDY CENTER
2700 F ST NWWASHINGTONDC20566NONEOTHER PUBLIC CHARITYARTS EDUCATION$27,000
THEATRE HORIZON
401 DEKALB STNORRISTOWNPA19401NONEOTHER PUBLIC CHARITYPERFORMING ARTS$7,500
OPERA PHILADELPHIA
1420 LOCUST ST 210PHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYVOCAL ARTS$12,500
WOODMERE ART MUSEUM
9201 GERMANTOWN AVEPHILADELPHIAPA19118NONEOTHER PUBLIC CHARITYARTS EDUCATION$2,500
PENNSYLVANIA BALLET ASSOCIATION (PHILA BALLET)
100 S BROAD ST STE 2226PHILADELPHIAPA19110NONEOTHER PUBLIC CHARITYDANCE EDUCATION$4,000
SETTLEMENT MUSIC SCHOOL
416 QUEEN STPHILADELPHIAPA19147NONEOTHER PUBLIC CHARITYEARLY MUSIC EDUCATION$10,000
SMITHSONIAN MUSEUM (ARCHIVES OF AMERICAN ART)
10TH ST CONSTITUTION AVE NWWASHINGTONDC20560NONEOTHER PUBLIC CHARITYCURATONAL AND ARCHIVE SUPPORT$1,000
THEATRE PHILADELPHIA (ALLIANCE OF GREATER PHILA)
1616 WALNUT STPHILADELPHIAPA19103NONEOTHER PUBLIC CHARITYBARRYMORE AWARDS THEATER EDUCATION$27,000
THORNBURY HISTORICAL SOCIETY
8 TOWNSHIP DRCHEYNEYPA19319NONEOTHER PUBLIC CHARITYHISTORIC PRESERVATION$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$942,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$337,715ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$771,741ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,109,456ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,109,456TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockU.S. & INTL EQUITIESStockNm
EOY Book Value$6,174,646EOYBookValueAmt
EOYFMV$20,449,226EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNONQUALIFIED CHARITABLE DISTRIBUTIONSDesc
Amt$25,000Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$254RevenueAndExpensesPerBooksAmt
Net Investment Income$254NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX REFUNDDesc
Amt$1,975Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WILMINGTON TRUST COMPANY FEES$33,824$16,912$16,912
INVESTMENT MGMT FEES$27,979$27,979$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$4,127Amt
Net Investment Income$4,127NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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