ITHAN FOUNDATION INC: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ITHAN FOUNDATION INC (EIN 23-2896573)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-12
- IRS object ID
- 202321329349102167
- Schema version
- 2022v5.0
- 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
- Investments Other Schedule2
- Legal Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T10:56:52-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSANNAH | PersonFirstNm |
| Person Last | GARDNER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,462,107 | 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 | $126,119 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $126,119 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $53,253 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $435,595 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $53,253 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $179,372 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $179,372 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,158 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,158 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $18,393 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $18,393 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,396 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $5,396 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $91,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,393 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $73,554 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $302,688 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $302,688 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $394,635 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,393 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $376,242 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$215,263 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $160,979 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1 | CashBOYAmt |
| Cash EOY | $63 | CashEOYAmt |
| Cash EOYFMV | $63 | CashEOYFMVAmt |
| Other Investments BOY | $5,480,335 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,271,300 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $6,462,044 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,480,334 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,271,363 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,462,107 | 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 | $5,480,334 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,271,363 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,480,334 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,271,363 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,480,334 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,271,363 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,480,334 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$215,263 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,292 | OtherIncreasesAmt |
| Subtotal | $5,271,363 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,271,363 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 61.617 SHS WASHINGTON MUTUAL IN | 2021-12-20 | 2022-03-11 | $3,465 | $3,610 | -$145 | -$145 | |
| 49.251 SHS WASHINGTON MUTUAL IN | 2022-03-17 | 2022-04-20 | $2,923 | $2,952 | -$29 | -$29 | P |
| 30.815 SHS WASHINGTON MUTUAL IN | 2021-03-18 | 2022-04-20 | $1,829 | $1,669 | $160 | $160 | P |
| 99.778 SHS WASHINGTON MUTUAL IN | 2021-12-20 | 2022-05-11 | $5,396 | $5,846 | -$450 | -$450 | P |
| 17.265 SHS WASHINGTON MUTUAL IN | 2021-12-20 | 2022-07-20 | $892 | $1,012 | -$120 | -$120 | P |
| 53.964 SHS WASHINGTON MUTUAL IN | 2021-09-16 | 2022-07-20 | $2,787 | $3,075 | -$288 | -$288 | P |
| 13.58 SHS WASHINGTON MUTUAL IN | 2021-06-17 | 2022-07-20 | $701 | $756 | -$55 | -$55 | P |
| 72.362 SHS WASHINGTON MUTUAL IN | 2021-06-17 | 2022-07-22 | $3,733 | $4,026 | -$293 | -$293 | P |
| 195.487 SHS AMERICAN HIGH INCOME | 2021-12-31 | 1933-10-19 | $1,738 | $2,057 | -$319 | -$319 | P |
| 18.51 AMERICAN HIGH INCOME | 2021-10-29 | 2022-10-19 | $165 | $195 | -$30 | -$30 | P |
| 47.3710 SHS WASHINGTON MUTUAL IN | 2022-09-14 | 2022-10-09 | $2,325 | $2,432 | -$107 | -$107 | P |
| 195.487 SHS AMERICAN HIGH INCOME | 2022-09-30 | 2022-12-01 | $1,802 | $2,051 | -$249 | -$249 | P |
| 1,348.91 SHS AMERICAN GLOBAL INSI | 2021-12-14 | 2022-12-01 | $25,980 | $28,786 | -$2,806 | -$2,806 | P |
| 2,101.095 SHS AMERICAN GLOBAL INSI | 2022-12-13 | 2022-12-15 | $38,765 | $42,159 | -$3,394 | -$3,394 | P |
| 46.848 SHS AMERICAN INVESTMENT AMERICA FUND | 2022-03-17 | 2022-12-01 | $2,073 | $2,226 | -$153 | -$153 | P |
| 180.794 SHS AMERICAN HIGH INCOME | 2021-11-30 | 2022-12-01 | $1,667 | $1,880 | -$213 | -$213 | P |
| 1,633.894 SHS AMERICAN HIGH INCOME | 2011-08-04 | 2022-12-15 | $15,048 | $18,300 | -$3,252 | -$3,252 | P |
| 1,266.072 SHS AMRICAN GLOBAL INSI | 2020-12-01 | 2022-12-01 | $24,385 | $24,005 | $380 | $380 | P |
| 157.839 SHS AMERICAN GLOBAL INSI | 2019-12-17 | 2022-12-15 | $2,912 | $2,642 | $270 | $270 | P |
| 41.535 SHS AMERICAN INVESTMENT AMERICAN FUND | 2021-09-16 | 2022-12-01 | $1,838 | $2,156 | -$318 | -$318 | P |
| 53.417 SHS WASHINGTON MUTUAL IN | 2021-06-17 | 2022-12-01 | $2,938 | $2,972 | -$34 | -$34 | P |
| 79.149 SHS WASHINGTON MUTUAL INS | 2016-12-14 | 2022-12-15 | $4,235 | $3,414 | $821 | $821 | P |
| 182.559 SHS AMERICAN HIGH INCOME | 2022-01-31 | 2022-12-01 | $1,683 | $1,871 | -$188 | -$188 | P |
| 170.519 SHS AMERICAN HIGH INCOME | 2022-02-28 | 2022-12-01 | $1,572 | $1,731 | -$159 | -$159 | P |
| 210.48 SHS AMERICAN HIGH INCOME | 2022-03-31 | 2022-12-01 | $1,941 | $2,113 | -$172 | -$172 | P |
| 181.342 SHS AMERICAN HIGH INCOME | 2022-04-29 | 2022-12-01 | $1,672 | $1,754 | -$82 | -$82 | P |
| 229.996 SHS AMERICAN HIGH INCOME | 2022-05-31 | 2022-12-01 | $2,121 | $2,222 | -$101 | -$101 | P |
| 223.48 SHS AMERICAN HIGH INCOME | 2022-07-29 | 2022-12-01 | $2,060 | $2,116 | -$56 | -$56 | P |
| 231.151 SHS AMERICAN HIGH INCOME | 2022-08-31 | 2022-12-01 | $2,131 | $2,140 | -$9 | -$9 | P |
| 42.166 SHS AMERICAN INVESTMENT AMERICA FUND | 2021-12-16 | 2022-12-01 | $1,866 | $2,147 | -$281 | -$281 | P |
| 554.787 SHS AMERICAN INVESTMENT AMERICAN FUND | 2021-12-16 | 2022-12-01 | $24,549 | $28,250 | -$3,701 | -$3,701 | P |
| 389.077 SHS AMERICAN HIGH INCOME | 2011-08-04 | 2022-12-01 | $3,587 | $4,358 | -$771 | -$771 | P |
| 2,693.195 SHS AMERICAN GLOBAL INSI | 2020-01-28 | 2022-12-01 | $51,871 | $45,838 | $6,033 | $6,033 | P |
| 2,000.924 SHS AMERICAN GLOBAL INSI | 2019-12-17 | 2022-12-01 | $38,538 | $33,495 | $5,043 | $5,043 | P |
| 1,344.287 SHS AMERICAN GLOBAL INSI | 2019-12-17 | 2022-12-01 | $25,891 | $22,503 | $3,388 | $3,388 | P |
| 101.084 SHS AMERICAN INVESTMENT AMERICA FUND | 2021-06-17 | 2022-12-01 | $4,473 | $5,003 | -$530 | -$530 | P |
| 47.189 SHS AMERICAN INVESTMENT AMERICA FUND | 2021-06-17 | 2022-12-01 | $2,088 | $2,335 | -$247 | -$247 | P |
| 48.036 SHS AMERICAN INVESTMENT AMERICA FUND | 2021-03-18 | 2022-12-01 | $2,126 | $2,283 | -$157 | -$157 | P |
| 6.857 SHS AMERICAN INVESTMENT AMERICA FUND | 2020-12-17 | 2022-12-01 | $303 | $301 | $2 | $2 | P |
| 22.696 SHS WASHINGTON MUTUAL IN | 2021-03-18 | 2022-12-01 | $1,249 | $1,229 | $20 | $20 | P |
| 68.737 SHS WASHINGTON MUTUAL IN | 2020-12-21 | 2022-12-01 | $3,781 | $3,403 | $378 | $378 | P |
| 156.798 SHS WASHINGTON MUTUAL IN | 2020-12-21 | 2022-12-01 | $8,625 | $7,763 | $862 | $862 | P |
| 69.865 SHS WASHINGTON MUTUAL IN | 2018-06-15 | 2022-12-01 | $3,843 | $3,163 | $680 | $680 | P |
| 56.664 SHS WASHINGTON MUTUAL IN | 2019-06-14 | 2022-12-01 | $3,117 | $2,548 | $569 | $569 | P |
| 217.532 SHS WASHINGTON MUTUAL IN | 2019-06-14 | 2022-12-01 | $11,966 | $9,780 | $2,186 | $2,186 | P |
| 56.623 SHS WASHINGTON MUTUAL IN | 2019-03-15 | 2022-12-01 | $3,115 | $2,545 | $570 | $570 | P |
| 62.364 SHS WASHINGTON MUTUAL IN | 2020-06-18 | 2022-12-01 | $3,431 | $2,744 | $687 | $687 | P |
| 344.73 SHS WASHINGTON MUTUAL IN | 2016-12-14 | 2022-12-01 | $18,964 | $14,868 | $4,096 | $4,096 | P |
| 280.697 SHS WASHINGTON MUTUAL IN | 2021-06-17 | 2022-12-01 | $15,441 | $15,618 | -$177 | -$177 | P |
| CAPITAL GAINS DIVIDENDS | $45,994 | $45,994 | $45,994 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $53,253 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,238 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,238 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,238 | 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 | $104 | EsPenaltyAmt |
| Tax Due | $2,342 | 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 | Yes (1) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2021 | UndistributedIncomePY1Yr |
| Undistributed Income PY2 | 2020 | UndistributedIncomePY2Yr |
| Undistr Incm Sect4942a2 Not App | Yes (1) | UndistrIncmSect4942a2NotAppInd |
| 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 | $15,000 | $0 | $0 |
| SUSANNAH A GARDNER | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | SECRETARY/DIRECTOR | 2.00 | $15,000 | $0 | $0 |
| KRISTIN L GARDNER | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | VICE PRESIDENT/DIRECTOR | 2.00 | $15,000 | $0 | $0 |
| JENNIFER GARDNER GLOSE | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | TREASURER/DIRECTOR | 2.00 | $15,000 | $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 | $7,011,073 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,011,076 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,011,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $105,166 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,905,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $345,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $345,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,238 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,238 | TotalTaxAmt |
| Distributable Before Adj | $343,058 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $343,058 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $343,058 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $376,242 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $376,242 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $343,058 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $387,388 | UndistributedIncomePYAmt |
| Prior Year1 | 2020 | PriorYear1Yr |
| Total For Prior Years | $2,854 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $376,242 | QualifyingDistributionsAmt |
| Applied To Year1 | $376,242 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $0 | 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 | $2,854 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $2,854 | Taxable1Amt |
| Taxable2 | $11,146 | Taxable2Amt |
| Undistributed Income CY | $343,058 | 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 | $75,672 |
| COMMUNITY FUNDS INC | |||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $75,672 |
| GULF COAST COMMUNITY FOUNDATION | |||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $75,672 |
| THE COMMUNITY FOUNDATION BOULDER COUNTY | |||||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | N/A | 501(C)(3) ORGANIZATI | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $75,672 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $302,688 | 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 | $126,119 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,253 | 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 | $179,372 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $179,372 | 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 |
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 | $473,224 | $401,630 |
| AMERICAN BOND FUND OF AMERICA | FMV | $1,323,460 | $1,178,052 |
| AMERICAN WORLD BOND FD CL F3 | FMV | $453,943 | $352,619 |
| AMERICAN GLOBAL INSIGHT FUND | FMV | $1,386,305 | $2,663,732 |
| AMERICAN GROUP EMERGING MARKETS GROWTH FD | FMV | $341,876 | $292,348 |
| AMERICAN NEW ECONOMY FD CL F3 | FMV | $202,492 | $288,685 |
| AMERICAN SMALLCAP WORLD FD CL F3 | FMV | $210,248 | $280,283 |
| AMERICAN INVESTMENT COMPANY OF AMERICA | FMV | $435,091 | $471,772 |
| AMERICAN WASHINGTON MUTUAL INVESTORS FUND CL F2 | FMV | $444,661 | $532,923 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HECKSCHER, TEILLON, TERRILL & SAGER | CategoryTxt |
| Legal Fees | $8,158 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,158 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT FOR WASH SALES | Desc |
| Amt | $6,292 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAPITAL GROUP FEES | CategoryTxt |
| Amt | $18,393 | Amt |
| Net Investment Income | $18,393 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2021 TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $5,396 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,396 | DisbursementsCharitablePrpsAmt |
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