ITHAN FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ITHAN FOUNDATION INC (EIN 23-2896573)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-12-02
- IRS object ID
- 202413379349100201
- 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
- Form 990-PF
- Applied To Prior Year Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-02T04:46:49-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232770983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECKSCHER TEILLON TERRILL & SAGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN STATE RD 1-300 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194282950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ITHAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ITHA | BusinessNameControlTxt |
| Phone | 6109404172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN STATE RD 1-300 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSANNAH A GARDNER | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6109404172 | PhoneNum |
| Signature | 2024-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A TERRILL II ESQUIRE | PreparerPersonNm |
| PTIN | P00554944 | PTIN |
| Phone | 6109402600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,971,135 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $160,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $195,809 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $528,348 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $195,809 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $356,254 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $356,254 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $52,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $52,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,006 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,006 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,698 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,698 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,542 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $6,542 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $82,746 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,698 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,048 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,244 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,244 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $472,990 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,698 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $454,292 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$116,736 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $337,556 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63 | CashBOYAmt |
| Cash EOY | $4 | CashEOYAmt |
| Cash EOYFMV | $4 | CashEOYFMVAmt |
| Other Investments BOY | $5,271,300 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,153,065 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,971,131 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,271,363 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,153,069 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,971,135 | 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 | $5,271,363 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,153,069 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,271,363 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,153,069 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,271,363 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,153,069 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,271,363 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$116,736 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,154,627 | SubtotalAmt |
| Other Decreases | $1,558 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,153,069 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (59 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 112.585 SHS AMERICAN HIGH INCOME | P | 2022-12-30 | 2023-01-19 | $1,049 | $1,136 | -$87 | -$87 |
| 178.444 SHS AMERICAN GLOBAL INST | P | 2019-12-17 | 2023-01-19 | $3,410 | $2,987 | $423 | $423 |
| 40.429 SHS AMERICAN INVESTMENT FUND | P | 2022-09-04 | 2023-03-17 | $1,689 | $1,698 | -$9 | -$9 |
| 229.031 SHS AMERICAN GLOBAL INST | P | 2019-12-17 | 2023-04-19 | $4,601 | $3,834 | $767 | $767 |
| 209.268 SHS AMERICAN GLOBAL INST | P | 2019-12-17 | 2023-05-10 | $4,200 | $3,503 | $697 | $697 |
| P | 2019-12-17 | 2023-05-10 | $2,241 | $1,869 | $372 | $372 | |
| 2.284 SHS AMERICAN INVESTMENT FUND | P | 2022-12-15 | 2023-05-10 | $101 | $112 | -$11 | -$11 |
| 24.425 SHS AMERICAN INVETMENT FUND | P | 2022-12-15 | 2023-06-12 | $1,136 | $1,197 | -$61 | -$61 |
| 42.166 SHS AMERICAN INVETMENT FUND | P | 2022-12-15 | 2023-06-12 | $1,960 | $2,066 | -$106 | -$106 |
| 4.762 SHS AMERICAN INVETMENT FUND | P | 2022-12-15 | 2023-06-12 | $221 | $233 | -$12 | -$12 |
| 42.166 SHS AMERICAN INVESTMENT FUND | P | 2023-06-14 | 2023-07-19 | $2,055 | $2,073 | -$18 | -$18 |
| 3.808 SHS AMERICAN INVESTMENT FUND | P | 2023-06-14 | 2023-07-19 | $186 | $187 | -$1 | -$1 |
| 50.909 SHS AMERICAN INVESTMENT FUND | P | 2022-12-15 | 2023-07-19 | $2,481 | $2,495 | -$14 | -$14 |
| 45.592 SHS AMERICAN INVESTMENT FUND | P | 2023-09-13 | 2023-10-19 | $2,114 | $2,182 | -$68 | -$68 |
| 58.898 SHS AMERICAN INVESTMENT FUND | P | 2022-12-15 | 2023-10-19 | $2,731 | $2,886 | -$155 | -$155 |
| 124.818 SHS AMERICAN HIGH INCOME | P | 2023-01-31 | 2023-11-13 | $1,127 | $1,161 | -$34 | -$34 |
| 242.815 SHS AMERICAN HIGH INCOME | P | 2023-07-31 | 2023-11-13 | $2,193 | $2,244 | -$51 | -$51 |
| 238.457 SHS AMERICAN HIGH INCOME | P | 2023-04-28 | 2023-11-13 | $2,153 | $2,194 | -$41 | -$41 |
| 381.387 SHS AMERICAN HIGH INCOME | P | 2023-08-31 | 2023-11-13 | $3,444 | $3,505 | -$61 | -$61 |
| 34.594 SHS AMERICAN HIGH INCOME | P | 2023-03-31 | 2023-11-13 | $312 | $318 | -$6 | -$6 |
| P | 2023-11-14 | 2023-03-31 | $2,112 | $2,128 | -$16 | -$16 | |
| 242.002 SHS AMERICAN HIGH INCOME | P | 2023-11-14 | 2023-06-30 | $2,205 | $2,214 | -$9 | -$9 |
| 221.402 SHS AMERICAN HIGH INCOME | P | 2023-11-14 | 2023-02-28 | $2,017 | $2,024 | -$7 | -$7 |
| 124.818 SHS AMERICAN HIGH INCOME | P | 2023-11-14 | 2023-10-31 | $1,137 | $1,140 | -$3 | -$3 |
| 48.438 SHS AMERICAN WASHINGTON INV | P | 2023-11-13 | 2023-09-13 | $2,626 | $2,634 | -$8 | -$8 |
| 1,419.983 SHS AMERICAN HIGH INCOME | P | 2023-08-04 | 2023-11-14 | $12,936 | $15,904 | -$2,968 | -$2,968 |
| 153.502 SHS AMERICAN GLOBAL INS | P | 2019-12-17 | 2023-11-13 | $3,082 | $2,570 | $512 | $512 |
| 1,506.901 SHS AMERICAN GLOBAL INS | P | 2018-12-28 | 2023-11-13 | $30,259 | $20,117 | $10,142 | $10,142 |
| 1,373.893 SHS AMERICAN GLOBAL INS | P | 2018-12-28 | 2023-11-13 | $27,588 | $18,341 | $9,247 | $9,247 |
| 683.423 SHS AMERICAN GLOBAL INS | P | 2018-12-28 | 2023-11-13 | $13,723 | $9,124 | $4,599 | $4,599 |
| 2,515.842 SHS AMERICAN GLOBAL INS | P | 2012-04-25 | 2023-11-13 | $50,518 | $24,504 | $26,014 | $26,014 |
| 6,425.141 SHS AMERICAN GLOBAL INS | P | 2012-04-25 | 2023-11-14 | $131,458 | $62,581 | $68,877 | $68,877 |
| 595.684 SHS AMERICAN GLOBAL INS | P | 2013-04-25 | 2023-11-15 | $12,206 | $5,802 | $6,404 | $6,404 |
| 213.595 SHS AMERICAN INVESTMENT FUNDS | P | 2022-12-15 | 2023-11-13 | $10,223 | $10,466 | -$243 | -$243 |
| 44.403 SHS AMERICAN INVESTMENT FUND | P | 2020-12-17 | 2023-11-13 | $2,125 | $1,947 | $178 | $178 |
| 12.373 SHS AMERICAN INVESTMENT FUND | P | 2022-09-14 | 2023-11-13 | $592 | $520 | $72 | $72 |
| 40.429 SHS AMERICAN INVESTMENT FUND | P | 2023-03-15 | 2023-11-13 | $1,935 | $1,690 | $245 | $245 |
| 53.492 SHS AMERICAN INVESTMENT FUND | P | 2022-06-15 | 2023-11-13 | $2,560 | $2,206 | $354 | $354 |
| 1.358 SHS AMERICAN INVESTMENT FUND | P | 2022-06-15 | 2023-11-13 | $65 | $56 | $9 | $9 |
| 160.308 SHS AMERICAN INVESTMENT FUNDS | P | 2022-06-15 | 2023-11-13 | $7,672 | $6,611 | $1,061 | $1,061 |
| 11.504 SHS AMERICAN INVESTMENT FUNDS | P | 2019-12-19 | 2023-11-13 | $551 | $450 | $101 | $101 |
| 93.714 SHS AMERICAN INVESTMENT FUND | P | 2019-12-19 | 2023-11-13 | $4,485 | $3,664 | $821 | $821 |
| 54.484 SHS AMERICAN INVESTMENT FUND | P | 2019-09-16 | 2023-11-13 | $2,608 | $2,098 | $510 | $510 |
| 213.782 SHS AMERICAN INVESTMENT FUND | P | 2016-12-14 | 2023-11-13 | $10,232 | $8,119 | $2,113 | $2,113 |
| 234.898 SHS AMERICAN INVESTMENT FUDN | P | 2016-12-14 | 2023-11-13 | $11,242 | $8,921 | $2,321 | $2,321 |
| 472.263 SHS AMERICAN INVESTMENT FUND | P | 2016-12-14 | 2023-11-14 | $23,032 | $17,937 | $5,095 | $5,095 |
| 44.688 SHS AMERICAN INVESTMENT FUND | P | 2020-12-14 | 2023-11-15 | $2,180 | $1,697 | $483 | $483 |
| 221.085 SHS AMERICAN NEW ECONOMY | P | 2021-12-16 | 2023-11-14 | $11,678 | $13,493 | -$1,815 | -$1,815 |
| 41.008 SHS AMERICAN NEW ECONOMY | P | 2021-12-16 | 2023-11-15 | $2,169 | $2,503 | -$334 | -$334 |
| 144.465 SHS AMERICAN WASHINGTON INVESTORS | P | 2022-12-19 | 2023-11-13 | $7,831 | $7,564 | $267 | $267 |
| 44.106 SHS AMERICAN WASHINGTON INVESTORS | P | 2022-12-19 | 2023-11-13 | $2,391 | $2,309 | $82 | $82 |
| 41.387 SHS AMERICAN WASHINGTON INVESTORS | P | 2022-12-19 | 2023-11-13 | $2,244 | $2,167 | $77 | $77 |
| 7.251 SHS AMERICAN WASHINGTON INVESTORS | P | 2022-09-14 | 2023-11-13 | $393 | $372 | $21 | $21 |
| 155.846 SHS AMERICAN WASHINGTON INVESTORS | P | 2022-06-15 | 2023-11-13 | $8,448 | $7,883 | $565 | $565 |
| 182.838 SHS AMERICAN WASHINGTON INVETORS | P | 2022-06-15 | 2023-11-14 | $10,073 | $9,248 | $825 | $825 |
| 55.068 SHS AMERICAN WASHINGTON INVESTORS | P | 2022-06-15 | 2023-11-14 | $3,034 | $2,785 | $249 | $249 |
| 234.903 SHS AMERICAN WASHINGTON INVESTERS | P | 2016-12-14 | 2023-11-14 | $12,941 | $10,131 | $2,810 | $2,810 |
| 17.136 SHS AMERICAN WASHINGTON INVESTORS | P | 2016-12-14 | 2023-11-15 | $945 | $739 | $206 | $206 |
| CAPITAL GAINS DIVIDENDS | P | $55,428 | $55,428 | $55,428 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $195,809 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,692 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,692 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,692 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $4,692 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,692 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $131 | EsPenaltyAmt |
| Tax Due | $131 | 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 |
| 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN A TERRILL II ESQUIRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6109404172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN ST RD 1-300 | AddressLine1Txt |
| City | W CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194282950 | 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 | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| COLIN GARDNER V | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | PRESIDENT/DIRECTOR | 2.00 | $17,500 | $0 | $0 |
| SUSANNAH A GARDNER | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | SECRETARY/DIRECTOR | 2.00 | $17,500 | $0 | $0 |
| KRISTIN L GARDNER | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER GARDNER GLOSE | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | TREASURER/DIRECTOR | 2.00 | $17,500 | $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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,827,988 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,827,993 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,827,993 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $102,420 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,725,573 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $336,279 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $336,279 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,692 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,692 | TotalTaxAmt |
| Distributable Before Adj | $331,587 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $331,587 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $331,587 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $454,292 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $454,292 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $331,587 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $343,058 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Total For Prior Years | $14,000 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $454,292 | QualifyingDistributionsAmt |
| Applied To Year1 | $343,058 | AppliedToYear1Amt |
| Applied To Prior Years | $14,000 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $97,234 | 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 | $234,353 | 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) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $97,561 |
| COMMUNITY FUNDS INC | |||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $97,561 |
| GULF COAST COMMUNITY FOUNDATION | |||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $97,561 |
| THE COMMUNITY FOUNDATION BOULDER COUNTY | |||||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $97,561 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,244 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $160,445 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $195,809 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $356,254 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $356,254 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THIS IS A GRANT MAKING FOUNDATION. THIS INCOME AND GAIN ENABLES THE FOUNDATION TO MAKE GRANTS TO OTHER 501(C)(3) CHARITABLE ORGANIZATIONS. | RelationshipStatementTxt |
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 |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SEE STATEMENT ATTACHED | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN HIGH-INCOME TRUST CL F3 | FMV | $468,807 | $419,319 |
| AMERICAN BOND FUND OF AMERICA | FMV | $1,370,362 | $1,237,225 |
| AMERICAN WORLD BOND FD CL F3 | FMV | $460,295 | $375,039 |
| AMERICAN GLOBAL INSIGHT FUND | FMV | $1,273,982 | $2,853,356 |
| AMERICAN GROUP EMERGING MARKETS GROWTH FD | FMV | $346,552 | $315,919 |
| AMERICAN NEW ECONOMY FD CL F3 | FMV | $203,332 | $359,101 |
| AMERICAN SMALLCAP WORLD FD CL F3 | FMV | $213,500 | $334,441 |
| AMERICAN INVESTMENT COMPANY OF AMERICA | FMV | $380,376 | $504,782 |
| AMERICAN WASHINGTON MUTUAL INVESTORS FUND CL F2 | FMV | $435,859 | $571,949 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HECKSCHER, TEILLON, TERRILL & SAGER | CategoryTxt |
| Legal Fees | $5,006 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,006 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR WASH SALES | Desc |
| Amt | $1,558 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAPITAL GROUP FEES | CategoryTxt |
| Amt | $18,698 | Amt |
| Net Investment Income | $18,698 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2022 TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $6,542 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,542 | DisbursementsCharitablePrpsAmt |
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