DATCK FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
DATCK FOUNDATION (EIN 83-1906752)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-04-25
IRS object ID
202331159349100708
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 ReturnHeader

FieldValueIRS element (for citing)
Return2023-04-25T08:51:24-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN133737887PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1TREBATCH LICHTENSTEIN AVRUTINE AND COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1950 THIRD AVENUE 4TH FLOORAddressLine1Txt
CityNEW YORKCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10022ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN831906752EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE DATCK FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlDATCBusinessNameControlTxt
Phone6103086369PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 POTTS LANEAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190102917ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBORAH CALLAHANPersonNm
Person TitleSECRETARY/DIRECTORPersonTitleTxt
Phone6103086369PhoneNum
Signature2023-04-25SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstDEBORAHPersonFirstNm
Person LastCALLAHANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDIANE M LICHTENSTEINPreparerPersonNm
PTINP01072489PTIN
Phone2128265050PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,369,658FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$99,282ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$32,111DividendsRevAndExpnssAmt
Dividends Net Invst Incm$32,111DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,048NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$211,950GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$47,235CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$135,441TotalRevAndExpnssAmt
Total Net Invst Incm$79,346TotalNetInvstIncmAmt
Total Adj Net Incm$0TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Adj Net Incm$0CompOfcrDirTrstAdjNetIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$2,800AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,800AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$875TaxesRevAndExpnssAmt
Taxes Net Invst Incm$875TaxesNetInvstIncmAmt
Taxes Adj Net Incm$0TaxesAdjNetIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,717OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$7,717OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$0OtherExpensesAdjNetIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$11,392TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,392TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$87,860ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$87,860ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$99,252TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,392TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$87,860TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$36,189ExcessRevenueOverExpensesAmt
Net Investment Income$67,954NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$102,502CashBOYAmt
Cash EOY$103,109CashEOYAmt
Cash EOYFMV$103,109CashEOYFMVAmt
Other Investments BOY$1,188,616OtherInvestmentsBOYAmt
Other Investments EOY$1,222,741OtherInvestmentsEOYAmt
Other Investments EOYFMV$1,266,549OtherInvestmentsEOYFMVAmt
Total Assets BOY$1,291,118TotalAssetsBOYAmt
Total Assets EOY$1,325,850TotalAssetsEOYAmt
Total Assets EOYFMV$1,369,658TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,291,118RetainedEarningBOYAmt
Retained Earning EOY$1,325,850RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,291,118TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,325,850TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,291,118TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,325,850TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,291,118TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$36,189ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$1,327,307SubtotalAmt
Other Decreases$1,457OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$1,325,850TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
THROUGH FIDELITYP$3,976$4,718-$742-$742
THROUGH FIDELITYP$187,857$159,997$27,860$27,860
CAPITAL GAINS DIVIDENDSP$20,117$20,117$20,117
FieldValueIRS element (for citing)
Capital Gain Net Income$47,235CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$945InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$945SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$945TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,840EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,840TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$895OverpaymentAmt
Applied To ES Tax$895AppliedToESTaxAmt
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
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen0Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial ContributorsYes (1)NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksDEBORAH CALLAHANIndividualWithBooksNm
Phone6103086369PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1800 POTTS LANEAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
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 Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
TIMOTHY CALLAHAN
800 POTTS LANEBRYN MAWRPA19010PRESIDENT/DIRECTOR2.00$0$0$0
DEBORAH CALLAHAN
800 POTTS LANEBRYN MAWRPA19010SECRETARY/DIRECTOR2.00$0$0$0
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$1,483,183AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$102,806AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,585,989TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,585,989AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$23,790CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,562,199NetVlNoncharitableAssetsAmt
Minimum Investment Return$78,110MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$78,110MinimumInvestmentReturnAmt
Tax Based On Investment Income$945TaxBasedOnInvestmentIncomeAmt
Total Tax$945TotalTaxAmt
Distributable Before Adj$77,165DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$77,165DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$77,165DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$87,860ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$87,860QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$77,165DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr1$6ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$6TotalExcessDistributionCyovAmt
Qualifying Distributions$87,860QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$77,165AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,695RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$10,701TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,701ExcessDistriCyovToNextYrAmt
Excess From Year1$6ExcessFromYear1Amt
Excess From Current Year$10,695ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerTIMOTHY CALLAHANContributingManagerNm
Contributing ManagerDEBORAH CALLAHANContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDEBORAH CALLAHANRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1800 POTTS LANEAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6103086369RecipientPhoneNum
Form And Info And MaterialsTHE APPLICATION SHOULD BE IN WRITING STATING THE PURPOSE OF THE ORGANIZATION, ADDRESS, TELEPHONE NUMBER AND PERSON TO CONTACT. ALSO PLEASE INCLUDE PRIOR PERIOD OPERATING STATEMENT AND BALANCE SHEET, AND WHETHER THE ORGANIZATION IS A 501(C)(3) ORGANIZATION.FormAndInfoAndMaterialsTxt
Submission DeadlinesN/ASubmissionDeadlinesTxt
Restrictions On AwardsN/ARestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
COMMUNITY VOLUNTEERS IN MEDICINE
300 LAWRENCE DRWEST CHESTERPA19380NONEPUBLIC CHARITYMEDICAL$2,500
COUNCIL FOR RELATIONSHIPSMENTAL HEALTH
4025 CHESTNUT STPHILADELPHIAPA19104NONEPUBLIC CHARITYMEDICAL$1,000
DIVERSIFY DIETETICS
2451 CUMBERLAND PKYATLANTAGA30339NONEPUBLIC CHARITYMEDICAL$1,000
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057NONEPUBLIC CHARITYCOMMUNITY SERVICES$1,000
GUIDING EYES FOR THE BLIND
611 GRANITE SPRINGS RDYORKTOWN HEIGHTSNY10598NONEPUBLIC CHARITYCOMMUNITY SERVICES$1,000
HABIT FOR HUMANITY
4535 W CHESTNUT EXPYSPRINGFIELDMO65802NONEPUBLIC CHARITYHOUSING SUPPORT$1,000
HOME OF THE SPARROW
969 E SWEDESFORD RDEXTONPA19341NONEPUBLIC CHARITYHOMELESS BATTERED WOMEN$7,500
JESSE TREE OF IDAHO
1121 W MILLER STBOISEID83702NONEPUBLIC CHARITYTO HELP AVOID HOMELESSNESS THROUGH RENTAL ASSISTANCE AND HELP NEGOTIATING WITH LANDLORDS.$10,000
LOWER MERION TOWNSHIP SCHOLARSHIP FOUNDATION
71 E LANCASTER AVEARDMOREPA19003NONEPUBLIC CHARITYEDUCATION$10,250
MANN CENTER FOR PERFORMING ARTS
5201 PARKSIDE AVEPHILADELPHIAPA19131NONEPUBLIC CHARITYARTS$2,500
MARINE TOYS FOR TOTS
2302 AV U PO BOX 290-655NEW YORKNY11229NONEPUBLIC CHARITYSOCIAL SERVICES$250
MARQUETTE UNIVERSITY HIGH SCHOOL
3401 W WISCONSIN AVEMILWAUKEEWI53208NONEPUBLIC CHARITYEDUCATION$1,000
PHILABUNDANCE
3616 S GALLOWAY STPHILADELPHIAPA19148NONEPUBLIC CHARITYNON-PROFIT FOOD BANK$5,000
NATIONAL PARK FOUNDATION
1500 K ST NWWASHINGTONDC20005NONEPUBLIC CHARITYPROVIDES RESOURCES FOR THE NATIONAL PARKS$250
SANTUARY FARMS
2337 W BERKS STPHILADELPHIAPA19121NONEPUBLIC CHARITYNON-PROFIT URBAN GARDEN$7,500
SQUASH SMARTS INC
3890 N 10TH STPHILADELPHIAPA19140NONEPUBLIC CHARITYLOW INCOME COMMUNITY DEVELOPMENT$2,500
ST JOSEPHS PREP SCHOOL
1733 W GIRARD AVEPHILADELPHIAPA19130NONEPUBLIC CHARITYEDUCATION$1,000
SUMMER SEARCH PHILADELPHIA
1528 WALNUT STPHILADELPHIAPA19102NONEPUBLIC CHARITYEDUCATION$1,500
SUNDAY BREAKFAST RESCUE MISSION
302 N 13TH STPHILADELPHIAPA19107NONEPUBLIC CHARITYPHYSICAL AND SPIRITUAL NEEDS OF THE HOMELESS AND DISADVANTAGED IN THE PHILADELPHIA AREA$10,000
WHYY
150 N 6TH STPHILADELPHIAPA19106NONEPUBLIC CHARITYARTS$600
MERCY CORPS(UKRAINE)
45 SW ANKENY STPORTLANDOR97204NONEPUBLIC CHARITYCOMMUNITY SERVICES$5,150
SAVE THE CHILDREN(UKRAINE)
777 UNITED NATIONS PLAZANEW YORKNY10017NONEPUBLIC CHARITYTO PROVIDE LIFESAVING RELIEF TO CHILDREN.$5,110
MAIN LINE MEALS ON WHEELS
60 SURREY WAYDEVONPA19333NONEPUBLIC CHARITYDELIVER NUTRITIOUS MEALS TO THE HOMEBOUND IN THE MAIN LINE AREA.$150
CITY YEAR PHILADELPHIA
444 N 3RD STPHILADELPHIAPA19123NONEPUBLIC CHARITYCOMMUNITY SERVICE AND EDUCATION$100
J WOOD PLATT SCHOLARSHIP TRUST
1974 SPROUL RDBROOMALLPA19008NONEPUBLIC CHARITYEDUCATION$250
NEW HORIZONS CLUB
13032 ADMIRALTY WAYEVERETTWA98204NONEPUBLIC CHARITYAUTISM SUPPORT FOR ADULTS$250
REFLECT ORGANIZTION
1635 MARKET STPHILADELPHIAPA19103NONEPUBLIC CHARITYNATIONAL MENTAL WELLNESS NONPROFIT THAT AIMS TO TRANSFORM CAMPUS CULTURE THROUGH STUDENT DEVELOPMENT.$5,000
TURNING POINTS FOR CHILDREN
415 S 15TH STPHILADELPHIAPA19146NONEPUBLIC CHARITYCHILD ABUSE AND IMPROVES THE LIVES OF CHILDREN ACROSS PHILADELPHIA.$1,000
APPLEFORD ESTATE
770 MOUNT MORO RDVILLANOVAPA19085NONEPUBLIC CHARITYHISTORIC PRESERVATION$2,000
BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PKWYPHILADELPHIAPA19130NONEPUBLIC CHARITYARTS$1,000
BRIDLEWILD TRAILS ASSOCIATION
PO BOX 368GLADWYNEPA19035NONEPUBLIC CHARITYENVIRONMENTAL$250
HARRITON ASSOCIATION
500 HARRITON RDBRYN MAWRPA19010NONEPUBLIC CHARITYHISTORIC PRESERVATION$250
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$87,860TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$32,111UnrelatedBusinessTaxblIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Unrelated Business Taxbl Incm$4,048UnrelatedBusinessTaxblIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$36,159UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$36,159TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4INVESTMENT INCOME WILL BE CONTRIBUTED TO CHARITIES WHICH IS THE
8PURPOSE OF THE FOUNDATION

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonTIMOTHY AND DEBORAH CALLAHANContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1800 POTTS LANEAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
Total Contributions$99,282TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash PropertyVANGUARD TOTAL STOCK MARKET INDEX ADMIRALNoncashPropertyDesc
Fair Market Value$99,282FairMarketValueAmt
Received2022-12-09ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$2,800Amt
Net Investment Income$2,800NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemMARKETABLE SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$1,222,741BookValueAmt
EOYFMV$1,266,549EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL EXCISE TAXDesc
Amt$1,457Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescMANAGEMENT FEESDesc
Revenue And Expenses Per Books$7,717RevenueAndExpensesPerBooksAmt
Net Investment Income$7,717NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TIMOTHY AND DEBORAH CALLAHANBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 POTTS LANEAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX CREDITCategoryTxt
Amt$875Amt
Net Investment Income$875NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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