THE@GT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE@GT FOUNDATION (EIN 23-7927474)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-06-14
- IRS object ID
- 202311659349100606
- 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
- Schedule B
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-06-14T09:22:41-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | 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 | 237927474 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GTFO | BusinessNameControlTxt |
| Phone | 2152569521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1684 S BROAD ST PO BOX 1307 | AddressLine1Txt |
| City | LANSDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19446 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLON BLOCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2152569521 | PhoneNum |
| Signature | 2023-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALLON | PersonFirstNm |
| Person Last | BLOCH | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2154414600 | 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 | $10,627,958 | 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 | $485,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,371 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,371 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $191,396 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $191,396 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $17,006 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,794,194 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $17,006 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,982 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,982 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $712,755 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $227,755 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,668 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $6,430 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $6,430 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,430 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,528 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,430 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,228,768 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,228,768 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,241,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,430 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,228,768 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$528,541 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $221,325 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $345,023 | CashBOYAmt |
| Cash EOY | $109,331 | CashEOYAmt |
| Cash EOYFMV | $109,331 | CashEOYFMVAmt |
| US Government Obligations BOY | $4,487,157 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,604,409 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,521,451 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,044,668 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $341,318 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,618,068 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,585,953 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,997,176 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,836,234 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,299,693 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,627,958 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $5,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $13,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,000 | 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 | $8,823,234 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,294,693 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,823,234 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,294,693 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,836,234 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,299,693 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,823,234 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$528,541 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,294,693 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,294,693 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD LT TREASURY - LT COVERED | P | 2018-09-27 | 2022-12-31 | $1,217,350 | $1,420,093 | -$202,743 | -$202,743 |
| VANGUARD LT TREASURY - LT COVERED | P | 2008-03-25 | 2022-12-31 | $25,900 | $30,301 | -$4,401 | -$4,401 |
| VANGUARD LT TREASURY - LT NON-COVERED | P | 2008-09-25 | 2022-12-31 | $25,900 | $5,901 | $19,999 | $19,999 |
| WELLS FARGO - ST COVERED | P | 2021-12-14 | 2022-12-31 | $118,840 | $154,129 | -$35,289 | -$35,289 |
| WELLS FARGO - LT COVERED | P | 2015-12-14 | 2022-12-31 | $659,635 | $628,508 | $31,127 | $31,127 |
| WELLS FARGO - LT NON-COVERED | P | 2005-09-01 | 2022-12-31 | $735,587 | $538,256 | $197,331 | $197,331 |
| CAPITAL GAINS DIVIDENDS | P | $10,982 | $10,982 | $10,982 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $17,006 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,076 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,076 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,076 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,395 | 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 | $10,395 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $7,319 | OverpaymentAmt |
| Applied To ES Tax | $7,319 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 |
| Individual With Books | ALLON BLOCH | IndividualWithBooksNm |
| Phone | 2152569521 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1684 S BROAD ST PO BOX 1307 | AddressLine1Txt |
| City | LANSDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19446 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|
| KENNETH STANLEY | |||||||||
| C/O GT SERVICES LLC 1684 S BROAD | STREET PO BOX 1307 | LANSDALE | PA | 19443 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOAN STANLEY | |||||||||
| C/O GT SERVICES LLC 1684 S BROAD | STREET PO BOX 1307 | LANSDALE | PA | 19443 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY STANLEY | |||||||||
| C/O GT SERVICES LLC 1684 S BROAD | STREET PO BOX 1307 | LANSDALE | PA | 19443 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HANNAH DELFINER | |||||||||
| C/O GT SERVICES LLC 1684 S BROAD | STREET PO BOX 1307 | LANSDALE | PA | 19443 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RUTH DELFINER | |||||||||
| C/O GT SERVICES LLC 1684 S BROAD | STREET PO BOX 1307 | LANSDALE | PA | 19443 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL DELFINER | |||||||||
| C/O GT SERVICES LLC 1684 S BROAD | STREET PO BOX 1307 | LANSDALE | PA | 19443 | TRUSTEE | 0.00 | $0 | $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 | THE FOUNDATION IS A PRIVATE NON-OPERATING FOUNDATION AND AS SUCH ITS ONLY ACTIVITY IS TO MAKE GRANTS OR CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS, PRINCIPALLY TO PUBLIC CHARITIES. SEE PART XV, QUESTION 3A. | Description1Txt |
| Expenses1 | $1,228,768 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,321,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $429,873 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,751,586 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,751,586 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $176,274 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,575,312 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $578,766 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $578,766 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,076 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,076 | TotalTaxAmt |
| Distributable Before Adj | $575,690 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $575,690 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $575,690 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,228,768 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,228,768 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $575,690 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $106,161 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $439,112 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $750,349 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $426,917 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $478,370 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,200,909 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,228,768 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $575,690 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $653,078 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,853,987 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $106,161 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,747,826 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $439,112 | ExcessFromYear4Amt |
| Excess From Year3 | $750,349 | ExcessFromYear3Amt |
| Excess From Year2 | $426,917 | ExcessFromYear2Amt |
| Excess From Year1 | $478,370 | ExcessFromYear1Amt |
| Excess From Current Year | $653,078 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| MERONA LEADERSHIP FOUNDATION | ||||||||
| 15910 VENTURA BLVD SUITE 700 | ENCINO | CA | 91436 | N/A | PC | GENERAL PURPOSE | $7,500 | |
| DOC EMET PRODUCTIONS | ||||||||
| PO BOX 10966 | KNOXVILLE | TN | 37939 | N/A | PC | GENERAL PURPOSE | $7,500 | |
| AMERICAN PEACE AND TOLERANCE | ||||||||
| APT 15 MAIN ST SUITE 118 | WATERTOWN | MA | 02472 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| PROJECT HOPE | ||||||||
| 519 WEST ST | CAMDEN | NJ | 08103 | N/A | PC | GENERAL PURPOSE | $10,000 | |
| ALEX'S LEMONADE STAND FOUNDATION | ||||||||
| 111 PRESIDENTIAL BLVD SUITE 203 | BALA CYNWYD | PA | 19004 | N/A | PC | GENERAL PURPOSE | $12,074 | |
| CHINOOK HORSES | ||||||||
| 481 56TH ST W | BILLINGS | MT | 59106 | N/A | PC | GENERAL PURPOSE | $12,074 | |
| INTERFAITH HOSPITALITY NETWORK - MAIN LINE | ||||||||
| 1449 DEKALB STREET | NORRISTOWN | PA | 19401 | N/A | PC | GENERAL PURPOSE | $15,000 | |
| AMERICAN JEWISH JOINT DISTRIBUTION COMMITTEE INC | ||||||||
| 220 EAST 42ND ST SUITE 400 | NEW YORK | NY | 10017 | N/A | PC | GENERAL PURPOSE | $17,000 | |
| RANCHO COASTAL HUMANE SOCIETY | ||||||||
| 389 REQUEZA STREET | ENCINITAS | CA | 92024 | N/A | PC | GENERAL PURPOSE | $19,620 | |
| FRIENDS OF 2LIFE COMMUNITIES | ||||||||
| 30 WALLINGFORD RD | BRIGHTON | MA | 02135 | N/A | PC | GENERAL PURPOSE | $25,000 | |
| DANA FARBER CANCER INSTITUTE | ||||||||
| 450 BROOKLINE AVE | BOSTON | MA | 02215 | N/A | PC | GENERAL PURPOSE | $25,000 | |
| UNITED STATES HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 100 RAOUL WALLENBERG PL SW | WASHINGTON | DC | 20024 | N/A | PC | GENERAL PURPOSE | $26,000 | |
| FOOD BANK FOR NEW YORK CITY | ||||||||
| 39 BROADWAY | NEW YORK | NY | 10006 | N/A | PC | GENERAL PURPOSE | $37,000 | |
| BRIGHAM AND WOMEN'S HOSPITAL | ||||||||
| 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | N/A | PC | GENERAL PURPOSE | $40,000 | |
| COMMITTEE FOR ACCURACY IN MIDDLE EAST REPORTING IN AMERICA (CAMERA) | ||||||||
| PO BOX 35040 | BOSTON | MA | 02135 | N/A | PC | GENERAL PURPOSE | $44,000 | |
| MONTANA JEWISH PROJECT | ||||||||
| 515 EWING ST | HELENA | MT | 59601 | N/A | PC | GENERAL PURPOSE | $48,000 | |
| RETURN TO FREEDON | ||||||||
| PO BOX 926 | LOMPOC | CA | 93438 | N/A | PC | GENERAL PURPOSE | $50,000 | |
| K9 FOR WARRIORS | ||||||||
| 4630 STATE HIGHWAY 151 | SAN ANTONIO | TX | 78227 | N/A | PC | GENERAL PURPOSE | $50,000 | |
| CANINE COMPANIONS | ||||||||
| 286 MIDDLE ISLAND RD | MEDFORD | NY | 11763 | N/A | PC | GENERAL PURPOSE | $50,000 | |
| JEWISH FEDERATION OF SAN DIEGO | ||||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL PURPOSE | $50,000 | |
| WHISPER RANCH SANCTUARY | ||||||||
| PO BOX 2005 | CLAYTON | GA | 30525 | N/A | PC | GENERAL PURPOSE | $50,500 | |
| EZRA UGANDA ASSISTANCE CO RABBI LEILA GAL BERNER | ||||||||
| 11409 HOUNDS WAY | ROCKVILLE | MD | 20852 | N/A | PC | GENERAL PURPOSE | $60,000 | |
| EDUCATION PARTNERS NIGERIA INC | ||||||||
| 165 CHESTNUT HILL AVENUE LOFT 2 | BRIGHTON | MA | 02135 | N/A | PC | GENERAL PURPOSE | $67,500 | |
| LOVING SPOONFULS INC | ||||||||
| 1304 COMMONWEALTH AVENUE | BOSTON | MA | 02134 | N/A | PC | GENERAL PURPOSE | $97,500 | |
| RONALD MCDONALD HOUSE | ||||||||
| 3925 CHESTNUT STREET 3110 | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL PURPOSE | $100,000 | |
| AMERICAN JEWISH WORLD SERVICE | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL PURPOSE | $132,500 | |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC | ||||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL PURPOSE | $147,500 | |
| TORAH RELIEF SOCIETY | ||||||||
| ATTN RABBI GETTINGER 235 EAST | NEW YORK | NY | 10022 | N/A | PC | GENERAL PURPOSE | $17,500 | BROADWAY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,228,768 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,371 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $191,396 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $6,982 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $17,006 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $227,755 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $227,755 | TotalIncomeProducingActyAmt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GT SERVICES LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1684 S BROAD STREET PO BOX 1307 | AddressLine1Txt |
| City | LANSDALE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19446 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $485,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,604,409 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,521,451 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD 500 INDEX FUND ADM | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,585,953 | BookValueAmt |
| EOYFMV | $7,997,176 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,668 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS | $4,400 | $0 | $0 |
| BANK CHARGES | $30 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Revenue And Expenses Per Books | $6,982 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $6,982 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $6,982 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO GT SERVICES | Desc |
| BOY Book Value | $13,000 | BOYBookValueAmt |
| EOY Book Value | $5,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PA TAXES | $45 | $45 | $0 |
| FED TAXES | $6,385 | $6,385 | $0 |
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