BETA

VICTORY FDN: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
VICTORY FDN (EIN 52-6854620)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-11-15
IRS object ID
202313199349101041
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)
Return2023-11-15T08:10:37-06:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161710665PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEPHANO SLACK LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 STRAFFORD AVE STE 200AddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2022-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526854620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VICTORY FOUNDATIONBusinessNameLine1Txt
Business Name Line2C/O WILMINGTON TRUST COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVICTBusinessNameControlTxt
Phone3026511437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 NORTH MARKET STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198900001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVICTORIA MCNEIL LE VINEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3026511437PhoneNum
Signature2023-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstVICTORIAPersonFirstNm
Person LastMCNEIL LE VINEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J STEPHANOPreparerPersonNm
PTINP00446686PTIN
Phone6106871600PhoneNum
Preparation2023-11-08PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer0TrustedCustomerCd
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$18,730,603FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$292,234DividendsRevAndExpnssAmt
Dividends Net Invst Incm$292,234DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,034,777NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,899,652GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,034,777CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,327,011TotalRevAndExpnssAmt
Total Net Invst Incm$1,327,011TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$750AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$750AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$61,140OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44,524OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$16,616OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$2,036TaxesRevAndExpnssAmt
Taxes Net Invst Incm$2,036TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$292OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$292OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$64,968TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,602TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$17,366TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,011,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,011,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,075,968TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,602TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,028,366TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$251,043ExcessRevenueOverExpensesAmt
Net Investment Income$1,279,409NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,134,033CashBOYAmt
Cash EOY$305,319CashEOYAmt
Cash EOYFMV$305,319CashEOYFMVAmt
Corporate Stock BOY$5,420,258CorporateStockBOYAmt
Corporate Stock EOY$6,468,897CorporateStockEOYAmt
Corporate Stock EOYFMV$18,425,284CorporateStockEOYFMVAmt
Total Assets BOY$6,554,291TotalAssetsBOYAmt
Total Assets EOY$6,774,216TotalAssetsEOYAmt
Total Assets EOYFMV$18,730,603TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,554,291CapitalStockBOYAmt
Capital Stock EOY$6,774,216CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$6,554,291TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,774,216TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,554,291TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,774,216TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,554,291TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$251,043ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,805,334SubtotalAmt
Other Decreases$31,118OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,774,216TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,899,652GrossSalesPriceAmt
Cost Or Other Basis$864,875CostOrOtherBasisAmt
Gain Or Loss$1,034,777GainOrLossAmt
Gains Minus Excess Or Losses$1,034,777GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,034,777CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$17,784InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$17,784SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$17,784TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$21,040EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$21,040TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$3,256OverpaymentAmt
Applied To ES Tax$3,256AppliedToESTaxAmt
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
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksWILMINGTON TRUST COMPANYIndividualWithBooksNm
Phone3026511847PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11100 MARKET STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198900900ZIPCd
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 OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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

FieldValueIRS element (for citing)
PersonVICTORIA MCNEIL LE VINEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1506 OLD GULPH ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
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$18,832,190AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$608,580AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$19,440,770TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$19,440,770AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$291,612CashDeemedCharitableAmt
Net Vl Noncharitable Assets$19,149,158NetVlNoncharitableAssetsAmt
Minimum Investment Return$957,458MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$957,458MinimumInvestmentReturnAmt
Tax Based On Investment Income$17,784TaxBasedOnInvestmentIncomeAmt
Total Tax$17,784TotalTaxAmt
Distributable Before Adj$939,674DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$939,674DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$939,674DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,028,366ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,028,366QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$939,674DistributableAsAdjustedAmt
Undistributed Income PY$1,008,823UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$1,028,366QualifyingDistributionsAmt
Applied To Year1$1,008,823AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,543AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$920,131UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVICTORIA MCNEIL LE VINEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACADEMY OF VOCAL ARTS
1920 SPRUCE STPHILADELPHIAPA19103NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$5,000
AFTER SCHOOL ACTIVITIES PARTNERSHIPS
1617 JOHN F KENNEDY BLVD SUITE 1855PHILADELPHIAPA19103NONEOTHER PUBLIC CHARITYAFTER SCHOOL ART PROGRAMMING$6,000
AMERICAN POPS ORCHESTRA
3422 38TH ST NQWASHINGTONDC20016NONEOTHER PUBLIC CHARITYFALL 2022 CHILDREN'S OUTREACH TOUR$2,500
BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PKWYPHILADELPHIAPA19130NONEOTHER PUBLIC CHARITY2ND CENTURY CAMPAIGN$100,000
BLACKSTAR PROJECT INC
1901 SOUTH 9TH STREET BOK 414PHILADELPHIAPA19148NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$2,000
BROADWAY CARES EQUITY FIGHTS AIDS
165 W 46TH ST SUITE 1300NEW YORKNY10036NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$2,000
BUCKS COUNTY PLAYHOUSE
12 W MECHANIC ST SUITE 2ANEW HOPEPA18938NONEOTHER PUBLIC CHARITYGENERAL SUPPORT OF BUCKS COUNTY PLAYHOUSE$2,500
CURTIS INSTITUTE OF MUSIC
1726 LOCUST STPHILADELPHIAPA19103NONEOTHER PUBLIC CHARITYSCHOLARSHIP SUPPORT$2,500
FLEISHER ART MEMORIAL
719 CATHARINE STPHILADELPHIAPA19147NONEOTHER PUBLIC CHARITYTEEN AFTER SCHOOL PROGRAM AND SATURDAY FREE YOUTH PROGRAM$20,000
GREATER PHILADELPHIA CULTURAL ALLIANCE
1315 WALNUT ST SUITE 732PHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$7,500
THE KENNEDY CENTER
2700 F ST NWWASHINGTONDC20566NONEOTHER PUBLIC CHARITYMARK TWAIN PRIZE, NCPA CAMPAIGN$161,500
PATH FUND INC
425 CENTRAL PARK WEST 2CNEW YORKNY10025NONEOTHER PUBLIC CHARITYSCHOLARSHIP FUND$2,000
PENNSYLVANIA ACADEMY OF THE FINE ARTS
128 N BROAD STPHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYSCHOLARSHIP IN HONOR OF JAIME AND KRISTIN BIDDLE$75,000
PEOPLES LIGHT
39 CONESTOGA RDMALVERNPA19355NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$1,500
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEOTHER PUBLIC CHARITYENDOWMENT FOR CONTEMPORARY ARTS, TIMOTHY RUB FUND, ART SPEAKS EDUCATIONAL PROGRAM, GENERAL PUBLIC SUPPORT$350,000
PRINCESS GRACE FOUNDATION
888-C 8TH AVE 318NEW YORKNY10019NONEOTHER PUBLIC CHARITY2ND INSTALLMENT OF 10 YEAR PLEDGE & ANNUAL FUND$61,000
SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZAPALM BEACHFL33480NONEOTHER PUBLIC CHARITYSUPPORT OF THE CHAIRMAN'S FORUM$25,000
SPRINGSIDE CHESTNUT HILL ACADEMY
500 WEST WILLOW GROVE AVENUEPHILADELPHIAPA19118NONEOTHER PUBLIC CHARITYSUPPORT OF PHASE III CAMPUS MASTER PLAN$150,000
TALLER PUERTORRIQUENO
2600 N 5TH STPHILADELPHIAPA19133NONEOTHER PUBLIC CHARITYYOUTH AND TEEN ARTS EDUCATION PROGRAMS$10,000
THEATER HORIZON
401 DEKALB STNORRISTOWNPA19401NONEOTHER PUBLIC CHARITYAFTER SCHOOL PROGRAMS AND THIRD SPACE INITIATIVE$12,500
WILMA THEATER INC
265 S BROAD STPHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYPROGRAMMING OCCURING THIS SEMESTER OR PROJECTED FOR THE SUMMER$7,500
WOODMERE ART MUSEUM
9201 GERMANTOWN AVEPHILADELPHIAPA19118NONEOTHER PUBLIC CHARITYGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,011,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$292,234ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,034,777ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,327,011ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,327,011TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$1,500Amt
Net Investment Income$750NetInvestmentIncomeAmt
Disbursements Charitable Prps$750DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockU.S. & INTL EQUITIESStockNm
EOY Book Value$6,468,897EOYBookValueAmt
EOYFMV$18,425,284EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX PAYMENTSDesc
Amt$31,118Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$292RevenueAndExpensesPerBooksAmt
Net Investment Income$292NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WILMINGTON TRUST COMPANY FEES$33,231$16,615$16,616
INVESTMENT MGMT FEES$27,909$27,909$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$2,036Amt
Net Investment Income$2,036NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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