The Lilian Wren Foundation: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
The Lilian Wren Foundation (EIN 20-3355798)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-01
IRS object ID
202313059349101406
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)
Return2023-11-01T13:21:52-05:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SEILER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1220 MONTGOMERY STREET STE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN203355798EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE LILIAN WREN FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% JOHN P BARABINOInCareOfNm
Business Name ControlLILIBusinessNameControlTxt
Phone4153922123PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O SEILER 220 MONTGOMERY ST 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJOHN BARABINOPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone4153922123PhoneNum
Signature2023-11-15SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJOHNPersonFirstNm
Person LastBARABINOPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonDANIEL L HALLPreparerPersonNm
PTINP00904498PTIN
Phone4153922123PhoneNum
Preparation2023-11-15PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
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$856,739FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$21InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$21InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$4,443DividendsRevAndExpnssAmt
Dividends Net Invst Incm$4,443DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$329,029NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$454,093GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$329,029CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$333,493TotalRevAndExpnssAmt
Total Net Invst Incm$333,493TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$8,970AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,485AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$4,485AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Taxes Dsbrs Chrtbl$100TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,349OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$6,267OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$15,419TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$10,752TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,585TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$620,318ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$620,318ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$635,737TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$10,752TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$624,903TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$302,244ExcessRevenueOverExpensesAmt
Net Investment Income$322,741NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$315,360SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$442,133SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$442,133SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$1,339AcctRcvblAmt
Acct Rcvbl EOY$1,339AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$1,339AcctRcvblEOYFMVAmt
Corporate Stock BOY$923,305CorporateStockBOYAmt
Corporate Stock EOY$413,267CorporateStockEOYAmt
Corporate Stock EOYFMV$413,267CorporateStockEOYFMVAmt
Total Assets BOY$1,238,665TotalAssetsBOYAmt
Total Assets EOY$856,739TotalAssetsEOYAmt
Total Assets EOYFMV$856,739TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,238,665CapitalStockBOYAmt
Tot Net Ast Or Fund Balances BOY$1,238,665TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$0TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,238,665TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$0TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,238,665TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$302,244ExcessRevenueOverExpensesAmt
Subtotal$936,421SubtotalAmt
Other Decreases$79,682OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$856,739TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
33 SH SRA DIVERSIFIED STRATEGIESP$57,955$6,326$51,629$51,629
75 SH SRA HEDGED EQUITYP$133,820$39,546$94,274$94,274
74 SH SRA SELECT EQUITYP$208,254$58,746$149,508$149,508
28 SH SRA STRATEGIC FIXED INCOMEP$49,600$15,982$33,618$33,618
FieldValueIRS element (for citing)
Capital Gain Net Income$329,029CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$4,486InvestmentIncomeExciseTaxAmt
Subtotal$4,486SubtotalAmt
Tax Based On Investment Income$4,486TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,702EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$10,702TotalPaymentsAndCreditsAmt
Overpayment$6,216OverpaymentAmt
Applied To ES Tax$6,216AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcYes (true)OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundYes (true)DonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1JOHN P BARABINOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4153922123PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1220 MONTGOMERY ST SUITE 300AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94104ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

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
DAVID HUEBNER
C/O SEILER 220 MONTGOMERY ST 300SAN FRANCISCOCA94104DIRECTOR2.0$0$0$0
JOHN BARABINO
C/O SEILER 220 MONTGOMERY ST 300SAN FRANCISCOCA94104DIRECTOR2.0$0$0$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,157,185AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$334,763AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,491,948TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,491,948AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$22,379CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,469,569NetVlNoncharitableAssetsAmt
Minimum Investment Return$73,478MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$73,478MinimumInvestmentReturnAmt
Tax Based On Investment Income$4,486TaxBasedOnInvestmentIncomeAmt
Total Tax$4,486TotalTaxAmt
Distributable Before Adj$68,992DistributableBeforeAdjAmt
Distributable Before Ded$68,992DistributableBeforeDedAmt
Distributable As Adjusted$68,992DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$624,903ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$624,903QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$68,992DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12020PriorYear1Yr
Prior Year22019PriorYear2Yr
Prior Year32018PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$129,155ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$298,543ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$81,479ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,117,644ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$334,144ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$3,960,965TotalExcessDistributionCyovAmt
Qualifying Distributions$624,903QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$68,992AppliedToCurrentYearAmt
Remaining Distri From Corpus$555,911RemainingDistriFromCorpusAmt
Total Corpus$4,516,876TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$129,155ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,387,721ExcessDistriCyovToNextYrAmt
Excess From Year4$298,543ExcessFromYear4Amt
Excess From Year3$81,479ExcessFromYear3Amt
Excess From Year2$3,117,644ExcessFromYear2Amt
Excess From Year1$334,144ExcessFromYear1Amt
Excess From Current Year$555,911ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJOHN BARABINOContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL PHILANTHROPIC TRUSTBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1165 TOWNSHIP LINE ROAD SUITE 1200AddressLine1Txt
CityJENKINTOWNCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19046ZIPCd
FieldValueIRS element (for citing)
Recipient RelationshipNONERecipientRelationshipTxt
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTO INCREASE PHILANTHROPY IN SOCIETY AND ENABLE INDIVIDUALS, FAMILIES, COMPANIES, AND ORGANIZATIONS TO BETTER PURSUE THEIR PHILANTHROPIC INTERESTSGrantOrContributionPurposeTxt
Amt$620,318Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$620,318TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$21ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,443ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$329,029ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$333,493ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$333,493TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,970Amt
Net Investment Income$4,485NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,485DisbursementsCharitablePrpsAmt

All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch

All Other Program Related Invst AllOtherProgramRelatedInvstGrp

FieldValueIRS element (for citing)
DescNONEDesc

Depreciation Schedule DepreciationSchedule

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (6 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SRA DIVERSIFIED STRATEGIES$5,572$5,572
SRA HEDGED EQUITY$75,497$75,497
SRA SELECT EQUITY$131,003$131,003
SRA STRATEGIC FIXED INCOME$7,252$7,252
VARO MONEY, INC.$0$0
BLING CAPITAL SPV P VEHO LP$193,943$193,943

Liquidation Explanation Stmt LiquidationExplanationStmt

FieldValueIRS element (for citing)
ExplanationTHIS STATEMENT IS SUBMITTED IN ACCORDANCE WITH REG. 1.6043-3(A)(1) AND FORM 990-PF GENERAL INSTRUCTION T TO REPORT THE DISTRIBUTION OF CERTAIN ASSETS THAT RESULTED IN A SUBSTANTIAL CONTRACTION OF ASSETS DURING THE CURRENT TAX YEAR. DURING 2022, THE LILIAN WREN FOUNDATION MADE A DISTRIBUTION OF ASSETS FROM SOURCES OTHER THAN CURRENT INCOME. SUCH DISTRIBUTION REPRESENTED 37.76% OF THE FOUNDATION'S NET ASSETS OF $1,642,589 (AS MEASURED BY FAIR MARKET VALUE) T THE BEGINNING OF 2022. INFORMATION REGARDING THE DISTRIBUTION IS AS FOLLOWS: RECIPIENT'S NAME: NATIONAL PHILANTHROPIC TRUST RECIPIENT'S EIN : 23-7825575 RECIPIENT'S ADDRESS: 165 TOWNSHIP LINE ROAD SUITE 1200 RECIPIENT'S ADDRESS: JENKINTOWN, PA, 19046 ASSET DISTRIBUTED: VARO INVESTMENTS, INC. DISTRIBUTION DATE: 12/31/2022 FAIR MARKET VALUE OF DISTRIBUTION: $620,318 NATIONAL PHILANTHROPIC TRUST IS EXEMPT FROM TAX UNDER 501(C)(3) AND IS ORGAINZED TO SUPPORT ORGANIZATIONS WORKING TO INCREASE PHILANTHROPY IN SOCIETY.ExplanationTxt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescVARO MONEY INC - VALUATION ADJUSTMENTDesc
Amt$79,682Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
BANK FEES$210$210
PARTNERSHIP INVESTMENT FEE$6,057$6,057
FTB NOTICE PENALTY$82

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategorySTATE FILING FEESCategoryTxt
Amt$100Amt
Disbursements Charitable Prps$100DisbursementsCharitablePrpsAmt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.