ITHAN FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ITHAN FOUNDATION INC (EIN 23-2896573)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-14
- IRS object ID
- 202511349349105151
- Schema version
- 2024v5.1
- 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 | 2025-05-14T16:57:04-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-14 | 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 | 2024 | 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 | $7,352,996 | 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 | $152,109 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,109 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,098,721 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,714,109 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,098,721 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,250,830 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,250,830 | 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 | $7,691 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $7,691 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $19,712 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,712 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $4,692 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $4,692 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $84,595 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,712 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $64,883 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $234,352 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $234,352 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $318,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,712 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $299,235 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $931,883 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,231,118 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4 | CashBOYAmt |
| Cash EOY | $1 | CashEOYAmt |
| Cash EOYFMV | $1 | CashEOYFMVAmt |
| Other Investments BOY | $5,153,065 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,067,253 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,352,995 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,153,069 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,067,254 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,352,996 | 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 | $5,153,069 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,067,254 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,153,069 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,067,254 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,153,069 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,067,254 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,153,069 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $931,883 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,084,952 | SubtotalAmt |
| Other Decreases | $17,698 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,067,254 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 68.699 SHS AMERICAN INVESTMNET AMERICAN FUND | P | 2023-12-13 | 2024-01-18 | $3,458 | $3,467 | -$9 | -$9 |
| 22.48 SHS AMERICAN NEW ECONOMY | P | 2023-12-13 | 2024-01-18 | $1,222 | $1,383 | -$161 | -$161 |
| 80.916 SHS AMERICAN NEW ECONOMY | P | 2023-12-13 | 2024-03-13 | $4,803 | $4,980 | -$177 | -$177 |
| 35.753 SHS AMERICAN INVESTMENT AMERICA FUND | P | 2024-03-13 | 2024-04-17 | $1,912 | $1,943 | -$31 | -$31 |
| 54.72 SHS AMERICAN INVESTMENT AMERICA FUND | P | 2023-12-13 | 2024-04-17 | $2,927 | $2,762 | $165 | $165 |
| 32.048 SHS AMERICAN INVESTMENT AMERICA FUND | P | 2023-12-13 | 2024-06-24 | $1,828 | $1,617 | $211 | $211 |
| 2.138 SHS AMERICAN INVESTMENT AMERICA FUND | P | 2023-12-13 | 2024-06-24 | $122 | $108 | $14 | $14 |
| 81.157 SHS AMERICAN NEW ECONOMY | P | 2023-12-13 | 2024-06-24 | $5,089 | $4,994 | $95 | $95 |
| 8.608 SHS AMERICAN NEW ECONOMY | P | 2023-12-13 | 2024-06-24 | $540 | $530 | $10 | $10 |
| 46.595 SHS AMERICAN INVESTMENT AMERICA FUND | P | 2023-12-13 | 2024-07-17 | $2,710 | $2,352 | $358 | $358 |
| 27.924 SHS AMERICAN NEW ECONOMY | P | 2023-12-13 | 2024-07-17 | $1,774 | $1,718 | $56 | $56 |
| 7.526 SHS AMERICAN NEW ECONOMY | P | 2023-12-13 | 2024-07-17 | $478 | $463 | $15 | $15 |
| 33.013 SHS AMERICAN INVESTMENT AMERICA FUND | P | 2024-09-18 | 2024-09-18 | $1,959 | $1,959 | $0 | $0 |
| 4.864 SHS AMERICAN INVESTMENT AMERICA FUND | P | 2023-03-15 | 2024-09-18 | $289 | $202 | $87 | $87 |
| 9.395 SHS AMERICAN INVESTMENT AMERICA FUND | P | 2023-12-13 | 2024-09-18 | $558 | $474 | $84 | $84 |
| 6.468 SHS AMERICAN INVESTMENT AMERICAN FUND | P | 2023-03-15 | 2024-10-17 | $400 | $269 | $131 | $131 |
| 77.984 SHS AMERICAN INVESTMENT AMERICA FUND | P | 2016-12-14 | 2024-10-17 | $4,819 | $2,962 | $1,857 | $1,857 |
| 32.035 SHS AMERICAN SMALL CAP FUND | P | 2020-12-18 | 2024-11-07 | $2,346 | $2,549 | -$203 | -$203 |
| 13,133.493 SHS AMERICAN GLOBAL INSL FUND | P | 2012-04-25 | 2024-11-07 | $320,720 | $127,920 | $192,800 | $192,800 |
| 10,288.066 SHS AMERICAN GLOBAL INSL FUND | P | 2012-03-05 | 2024-11-07 | $251,235 | $100,000 | $151,235 | $151,235 |
| 20,876.827 SHS AMERICAN GLOBAL INSL FUND | P | 2012-02-10 | 2024-11-07 | $509,812 | $200,000 | $309,812 | $309,812 |
| 3,740.596 SHS AMERICAN GLOBAL INSL FUND | P | 2011-08-02 | 2024-11-07 | $91,345 | $35,573 | $55,772 | $55,772 |
| 13,133.493 SHS AMERICAN GLOBAL INSL FUND | P | 2011-08-02 | 2024-11-12 | $287,000 | $112,924 | $174,076 | $174,076 |
| 33.482 SHS AMERICAN NEW ECONOMY | P | 2023-12-13 | 2024-12-09 | $2,320 | $2,058 | $262 | $262 |
| 3.591 SHS AMERICAN NEW ECONOMY | P | 2021-12-16 | 2024-12-09 | $249 | $219 | $30 | $30 |
| 24.654 SHS AMERICAN SMALL-CAP | P | 2020-12-18 | 2024-12-09 | $1,819 | $1,962 | -$143 | -$143 |
| CAPITAL GAINS DIVIDENDS | P | $212,375 | $212,375 | $212,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,098,721 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,113 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,113 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,113 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $262 | EsPenaltyAmt |
| Tax Due | $17,375 | 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 | $7,367,823 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $15 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,367,838 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,367,838 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $110,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,257,320 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $362,866 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $362,866 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,113 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,113 | TotalTaxAmt |
| Distributable Before Adj | $345,753 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $345,753 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $345,753 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $299,235 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $299,235 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $345,753 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $234,353 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $299,235 | QualifyingDistributionsAmt |
| Applied To Year1 | $234,353 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $64,882 | 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 | $280,871 | 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 | $58,588 |
| COMMUNITY FUNDS INC | |||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $58,588 |
| GULF COAST COMMUNITY FOUNDATION | |||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $58,588 |
| THE COMMUNITY FOUNDATION BOULDER COUNTY | |||||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $58,588 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $234,352 | 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 | $152,109 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,098,721 | 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 | $1,250,830 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,250,830 | 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 | $503,134 | $465,457 |
| AMERICAN BOND FUND OF AMERICA | FMV | $1,456,981 | $1,284,886 |
| AMERICAN WORLD BOND FD CL F3 | FMV | $471,878 | $373,852 |
| AMERICAN GLOBAL INSIGHT FUND | FMV | $719,334 | $1,732,561 |
| AMERICAN GROUP EMERGING MARKETS GROWTH FD | FMV | $352,758 | $325,331 |
| AMERICAN NEW ECONOMY FD CL F3 | FMV | $634,603 | $796,007 |
| AMERICAN SMALLCAP WORLD FD CL F3 | FMV | $212,413 | $339,573 |
| AMERICAN INVESTMENT COMPANY OF AMERICA | FMV | $819,344 | $980,726 |
| AMERICAN WASHINGTON MUTUAL INVESTORS FUND CL F2 | FMV | $896,808 | $1,054,602 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HECKSCHER, TEILLON, TERRILL & SAGER | CategoryTxt |
| Legal Fees | $7,691 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,691 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COST BASIS ADJUSTMENT | Desc |
| Amt | $17,698 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAPITAL GROUP FEES | CategoryTxt |
| Amt | $19,712 | Amt |
| Net Investment Income | $19,712 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2023 TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $4,692 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,692 | DisbursementsCharitablePrpsAmt |
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