SNAVE FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SNAVE FOUNDATION (EIN 23-6928009)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202323209349101002
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T23:17:53-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 3RD FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 236928009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNAVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNAV | BusinessNameControlTxt |
| Phone | 6178721688 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 ENGLEWOOD RD | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN DURANT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 6178721688 | PhoneNum |
| Signature | 2023-11-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRIAN | PersonFirstNm |
| Person Last | DURANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
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 | $9,681,245 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $32 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $32 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $391,448 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $391,448 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $86,813 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $450,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $86,813 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $478,293 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $478,293 | 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 |
| Other Prof Fees Rev And Expnss | $2,089 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $450 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,639 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,163 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,160 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,160 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $6,412 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,799 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $439,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $439,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $445,662 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $442,049 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $32,631 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $477,843 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $55,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,619 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,619 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,327,199 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,355,461 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,621,626 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,382,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,415,080 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,681,245 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $7,382,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,415,080 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,382,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,415,080 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,382,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,415,080 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,382,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $32,631 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,415,080 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,415,080 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF UNITS FROM CONSOLIDATED FUND | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Sold | 2022-11-29 | SoldDt |
| Gross Sales Price | $450,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $363,187 | CostOrOtherBasisAmt |
| Gain Or Loss | $86,813 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $86,813 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $86,813 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,007 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $6,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $9,007 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $89 | EsPenaltyAmt |
| Overpayment | $2,276 | OverpaymentAmt |
| Applied To ES Tax | $2,276 | 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 | THE TREASURER | IndividualWithBooksNm |
| Phone | 6178721688 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 37 ENGLEWOOD RD | AddressLine1Txt |
| City | WINCHESTER | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01890 | 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 | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| PETER A EVANS | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | SEC/EXECUTIVE TRUSTEE | 1.00 | $0 | $0 | $0 |
| ALLISON COOPER | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| EVAN KRAVITZ | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JACQUELINE DURANT | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ERIK REMSEN | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE/GRANTS CHAIR | 1.00 | $0 | $0 | $0 |
| BRIAN DURANT | ||||||||
| C/O THE FOUNDATIONS ADDRESS | WINCHESTER | MA | 01890 | TRUSTEE/TREASURER | 1.00 | $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 |
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 | $9,916,594 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $107,736 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,024,330 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,024,330 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $549,147 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,475,183 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $473,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $473,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,642 | TotalTaxAmt |
| Distributable Before Adj | $467,117 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $467,117 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $467,117 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $442,049 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $442,049 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $467,117 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $88,086 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $26,624 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $70,083 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $144,267 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $329,060 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $442,049 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $442,049 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $25,068 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $25,068 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $303,992 | 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 | $63,018 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $240,974 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $26,624 | ExcessFromYear3Amt |
| Excess From Year2 | $70,083 | ExcessFromYear2Amt |
| Excess From Year1 | $144,267 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (56 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ABBOT PUBLIC LIBRARY | |||||||
| 235 PLEASANT ST | MARBLEHEAD | MA | 019452257 | PC | GENERAL PURPOSE | $1,000 | |
| ABINGTON HEALTH FOUNDATION | |||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 191072934 | PC | GENERAL PURPOSE | $2,000 | |
| ABORTION LIBERATION FUND OF PA | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 191021403 | PC | GENERAL PURPOSE | $6,000 | |
| ADDISON COUNTY COMMUNITY TRUST | |||||||
| PO BOX 311 | VERGENNES | VT | 05491 | PC | GENERAL PURPOSE | $1,000 | |
| ARC SOUTHEAST | |||||||
| C/O NATIONAL NETWORK OF ABORTION | BEAVERTON | OR | 970087105 | PC | GENERAL PURPOSE | $1,000 | FUNDS 9450 SW GEMINI DR PMB 16009 |
| ARCH STREET MEETING HOUSE TRUST | |||||||
| 320 ARCH ST | PHILADELPHIA | PA | 19106 | PC | ARCH STREET MEETING HOUSE PRESERVATION | $57,000 | |
| ATLANTA COMMUNITY FOOD BANK | |||||||
| 3400 NORTH DESERT DRIVE | ATLANTA | GA | 30344 | PC | GENERAL PURPOSE | $500 | |
| AWBURY ARBORETUM ASSOCIATION INC | |||||||
| FRANCIS COPE HOUSE 1 AWBURY ROAD | PHILADELPHIA | PA | 19138 | PC | GENERAL PURPOSE | $5,000 | |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | PC | GENERAL PURPOSE | $10,000 | |
| BOSTON HEALTHCARE FOR THE HOMELESS | |||||||
| 780 ALBANY STREET | BOSTON | MA | 02118 | PC | GENERAL PURPOSE | $2,000 | |
| BOYS AND GIRLS CLUBS OF DORCHESTER | |||||||
| DEVELOPMENT OFFICE 1135 DORCHESTER | DORCHESTER | MA | 02125 | PC | GENERAL PURPOSE | $50,000 | AVENUE |
| CARROLL SCHOOL CORP | |||||||
| CARROLL SCHOOL DEVELOPMENT OFFICE | WAYLAND | MA | 01778 | PC | GENERAL PURPOSE | $4,000 | 45 WALTHAM ROAD |
| CENTER FOR COASTAL STUDIES | |||||||
| 5 HOLWAY AVENUE | PROVINCETOWN | MA | 02657 | PC | GENERAL PURPOSE | $1,000 | |
| CHARTER HOUSE COALITION | |||||||
| 27 NORTH PLEASANT ST | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $500 | |
| CONNECTICUT COLLEGE | |||||||
| 270 MOHEGAN AVE | NEW LONDON | CT | 063204125 | PC | GENERAL PURPOSE | $1,000 | |
| FRACTURED ATLAS - COURAGEOUS STAGE | |||||||
| 297 STEVENSON RD | WESTPORT | NY | 12993 | PC | GENERAL PURPOSE | $45,000 | |
| FRIENDS CENTER FOR CHILDREN | |||||||
| 227 E GRAND AVENUE | NEW HAVEN | CT | 06513 | PC | EMOTIONAL WELLBEING PROGRAM | $2,000 | |
| FRIENDS GENERAL CONFERENCE | |||||||
| 1216 ARCH ST | PHILADELPHIA | PA | 19107 | PC | GENERAL PURPOSE | $60,000 | |
| GEORGIA CONSERVANCY | |||||||
| 230 PEACHTREE STREET NW SUITE 2275 | ATLANTA | GA | 30303 | PC | GENERAL PURPOSE | $1,000 | |
| GERMANTOWN FRIENDS SCHOOL | |||||||
| 31 W COULTER STREET | PHILADELPHIA | PA | 19144 | PC | RENOVATION AND EXPANSION OF PRESCHOOL CLASSROOMS | $2,000 | |
| GLODTHWAIT RESERVATION | |||||||
| PO BOX 1025 | MARBLEHEAD | MA | 01945 | PC | GENERAL PURPOSE | $1,500 | |
| GREEN MOUNTAIN CLUB | |||||||
| 4711 WATERBURY-STOWE ROAD | WATERBURY CENTER | VT | 05677 | PC | GENERAL PURPOSE | $500 | |
| HOMEWARD BOUND ADDISON COUNTY'S HUMANE SOCIETY | |||||||
| 236 BOARDMAN STREET | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $1,000 | |
| INTEGRATED REFUGEE AND IMMIGRANT SERVICES INC (IRIS) | |||||||
| 235 NICOLL STREET SECOND FLOOR | NEW HAVEN | CT | 065112670 | PC | GENERAL PURPOSE | $1,000 | |
| LANDMARK SCHOOL | |||||||
| 429 HALE STREET | PRIDES CROSSING | MA | 09165 | PC | GENERAL PURPOSE | $500 | |
| LIBRARY COMPANY OF PHILADELPHIA | |||||||
| 1314 LOCUST ST | PHILADELPHIA | PA | 19107 | PC | GENERAL PURPOSE | $2,500 | |
| MARBLEHEAD LITTLE THEATER | |||||||
| 12 SCHOOL ST | MARBLEHEAD | MA | 091453327 | PC | GENERAL PURPOSE | $1,000 | |
| MIDDLEBURY AREA LAND TRUST | |||||||
| PO BOX 804 | MIDDLEBURY | VT | 05753 | PC | GENERAL PURPOSE | $1,000 | |
| MIDDLEBURY COMMUNITY MUSIC CENTER | |||||||
| 6 MAIN STREET | MIDDLEBURY | VT | 05753 | PC | SCHOLARSHIP PROGRAM | $1,000 | |
| MIQUON SCHOOL | |||||||
| 2025 HARTS LN | CONSHOHOCKEN | PA | 194282414 | PC | GENERAL PURPOSE | $7,000 | |
| NATURAL RESOURCES DEFENSE COUNCIL | |||||||
| 40 WEST 20TH STREET | NEW YORK | NY | 10011 | PC | GENERAL PURPOSE | $1,000 | |
| NATURE CONSERVANCY | |||||||
| 4245 NORTH FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | GENERAL PURPOSE | $1,000 | |
| NELLIE'S SCHOOLHOUSE | |||||||
| 35 OLD COVERED BRIDGE RD | NEWTON SQUARE | PA | 19073 | PC | GENERAL PURPOSE | $17,500 | |
| NEW GEORGIA PROJECT | |||||||
| 830 GLENWOOD AVE SE STE 510 221 | ATLANTA | GA | 303162176 | PC | GENERAL PURPOSE | $1,000 | |
| ONE NATURE | |||||||
| PO BOX 202 | RIVERDALE PARK | MD | 207380202 | PC | GENERAL PURPOSE | $1,000 | |
| PARTNERS IN HEALTH | |||||||
| PO BOX 996 | FREDERICK | MD | 217050996 | PC | GENERAL PURPOSE | $4,500 | |
| PHILABUNDANCE | |||||||
| 3616 GALLOWAY STREET | PHILADELPHIA | PA | 19148 | PC | GENERAL PURPOSE | $300 | |
| PHILADELPHIA FUTURES | |||||||
| 123 S BROAD STREET SUITE 850 | PHILADELPHIA | PA | 19109 | PC | GENERAL PURPOSE | $2,500 | |
| PHILADELPHIA YOUTH ASSOCIATION | |||||||
| 614 SOUTH 4TH STREET SUITE 850 | PHILADELPHIA | PA | 19147 | PC | GENERAL PURPOSE | $300 | |
| PLUMMER YOUTH PROMISE | |||||||
| 37 WINTER ISLAND RD | SALEM | MA | 019705715 | PC | GENERAL PURPOSE | $2,000 | |
| QUAKER VOLUNTARY SERVICE | |||||||
| CLAIRE HANNAPEL QUAKER VOLUNTARY | ATLANTA | GA | 303064216 | PC | GENERAL PURPOSE | $1,500 | SERVICE INC 1026 PONCE DE LEON AVEN |
| RAINFOREST TRUST | |||||||
| 7200 LINEWEAVER ROAD SUITE 100 | WARRENTON | VA | 20187 | PC | GENERAL PURPOSE | $750 | |
| SAVE THE MANATEE CLUB | |||||||
| 533 VERSAILLES DR SUITE 100 | MAITLAND | FL | 32751 | PC | GENERAL PURPOSE | $1,000 | |
| SIERRA CLUB FOUNDATION | |||||||
| 2101 WEBSTER STREET SUITE 1250 | OAKLAND | CA | 94612 | PC | GENERAL PURPOSE | $500 | |
| SISTERSONG | |||||||
| PO BOX 94408 | ATLANTA | GA | 30377 | PC | GENERAL PURPOSE | $1,000 | |
| SURFRIDER FOUNDATION | |||||||
| 942 CALLE NEGOCIO 350 | SAN CLEMENTE | CA | 92673 | PC | GENERAL PURPOSE | $1,000 | |
| THE FIARIA PROJECT | |||||||
| 68 HILLSIDE AVE | DOYLESTOWN | PA | 18901 | PC | GENERAL PURPOSE | $2,000 | |
| THE MUSEUM SCHOOL | |||||||
| 923 FORREST BOULEVARD | DECATUR | GA | 30030 | PC | GENERAL PURPOSE | $50,000 | |
| THE PHILADELPHIA ANTI-DRUGANTI-VIOLENCE NETWORK | |||||||
| 2700 N 17TH ST LEHIGH PAVILION | PHILADELPHIA | PA | 191322243 | PC | GENERAL PURPOSE | $500 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 191045099 | PC | GENERAL PURPOSE | $400 | |
| URBANARIAS | |||||||
| 1322 N ADAMS CT | ARLINGTON | VA | 22201 | PC | GENERAL PURPOSE | $1,000 | |
| US FUND FOR UNICEF UKRANIAN RELIEF FUND | |||||||
| 125 MAIDEN LANE FLOOR 11 REVENUE | NEW YORK | NY | 100384713 | PC | GENERAL PURPOSE | $1,000 | PROCESSING |
| VALLEY FORGE EDUCATIONAL SERVICES | |||||||
| 1777 NORTH VALLEY ROAD | MALVERN | PA | 19355 | PC | GENERAL PURPOSE | $7,500 | |
| WEST CHESTER FRIENDS SCHOOL | |||||||
| 415 N HIGH ST | WEST CHESTER | PA | 19380 | PC | GENERAL PURPOSE | $50,000 | |
| W-UNDERDOGS INC | |||||||
| 476 WHITEHALL ST SW | ATLANTA | GA | 30303 | PC | GENERAL PURPOSE | $1,000 | |
| YOUTH SENTENCING AND RE-ENTRY PROJECT | |||||||
| 1528 WALNUT ST SUITE 515 | PHILADELPHIA | PA | 19102 | PC | GENERAL PURPOSE | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $439,250 | 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 | $32 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $391,448 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $86,813 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $478,293 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $478,293 | 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 |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | IN ACCORDANCE WITH REG. 53.4942(A)-2(C)(3)(IV), THE ABOVE REFERENCED FOUNDATION IS EXCLUDING FROM ITS MINIMUM INVESTMENT RETURN (MIR) CALCULATION A TOTAL OF $549,147 IN CASH THAT IT DEEMS HELD FOR CHARITABLE ACTIVITIES. THIS AMOUNT IS IN EXCESS OF 1.5% OF THE FAIR MARKET VALUE OF THE FOUNDATION'S NOCHARITABLE-USE ASSETS. THE FOLLOWING INFORMATION IS SUBMITTED IN SUPPORT OF THE EXCLUSION FROM MIR OF THIS AMOUNT.1. FAIR MARKET VALUE OF FOUNDATION'S NONCHARITABLE-USE ASSETS: $10,024,3302. 1.5% OF LINE 1: $150,3653. FACTS AND CIRCUMSTANCES JUSTIFYING THE EXCLUSION OF AN AMOUNT IN EXCESS OF THE AMOUNT IN LINE 2: FOR THE PAST THREE YEARS THE FOUNDATION HAS INCURRED EXPENDITURES FOR CHARITABLE PURPOSES OF $519,992 (2020), $685,400 (2021), AND $442,049 (2022) FOR AN AVERAGE OF $549,147 IN ORDER TO CONDUCT ITS CHARITABLE ACTIVITIES. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| FFC CONSOLIDATED FUND | AT COST | $7,336,458 | $9,606,495 |
| VANGUARD | AT COST | $19,003 | $15,131 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINSTRATIVE FEES | $161 | $0 | $161 |
| MISCELLANEOUS EXPENSE | $999 | $0 | $999 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| WEBSITE DEVELOPMENT | $1,639 | $0 | $1,639 |
| INVESTMENT MANAGEMENT | $450 | $450 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAXES | CategoryTxt |
| Amt | $3,163 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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