BETA

VICTORY FDN: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
VICTORY FDN (EIN 52-6854620)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-03
IRS object ID
202221239349100107
Schema version
2021v4.2
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)
Return2022-05-03T07:25:40-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN510055023PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILMINGTON TRUST COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 N MARKET STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198901200ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526854620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VICTORY FOUNDATION 042165BusinessNameLine1Txt
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
Signature2022-04-28SignatureDt
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

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON R QUINNPreparerPersonNm
PTINP00210810PTIN
Phone3026518160PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$22,485,128FMVAssetsEOYAmt
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$300,153DividendsRevAndExpnssAmt
Dividends Net Invst Incm$300,153DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,261,304NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,387,485GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,261,304CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,561,457TotalRevAndExpnssAmt
Total Net Invst Incm$1,561,457TotalNetInvstIncmAmt
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$61,611OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$46,014OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$15,597OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,105TaxesRevAndExpnssAmt
Taxes Net Invst Incm$812TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$330OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$330OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$70,546TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$47,906TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$16,347TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$839,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$839,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$909,546TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$47,906TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$855,347TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$651,911ExcessRevenueOverExpensesAmt
Net Investment Income$1,513,551NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$786,909SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,134,033SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,134,033SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,115,471CorporateStockBOYAmt
Corporate Stock EOY$5,420,258CorporateStockEOYAmt
Corporate Stock EOYFMV$21,351,095CorporateStockEOYFMVAmt
Total Assets BOY$5,902,380TotalAssetsBOYAmt
Total Assets EOY$6,554,291TotalAssetsEOYAmt
Total Assets EOYFMV$22,485,128TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,902,380CapitalStockBOYAmt
Capital Stock EOY$6,554,291CapitalStockEOYAmt
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$5,902,380TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$6,554,291TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,902,380TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$6,554,291TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,902,380TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$651,911ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$6,554,291SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$6,554,291TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$2,387,481$1,126,181$1,261,300$1,261,300
CAPITAL GAINS DIVIDENDSP$4$4$4
FieldValueIRS element (for citing)
Capital Gain Net Income$1,261,304CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$21,038InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,038SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,038TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$10,960EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$10,960TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$10,078TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty 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 MCNEILL 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$20,276,969AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$983,661AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$21,260,630TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$21,260,630AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$318,909CashDeemedCharitableAmt
Net Vl Noncharitable Assets$20,941,721NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,047,086MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,047,086MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,038TaxBasedOnInvestmentIncomeAmt
Total Tax$21,038TotalTaxAmt
Distributable Before Adj$1,026,048DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,026,048DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,026,048DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$855,347ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$855,347QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,026,048DistributableAsAdjustedAmt
Undistributed Income PY$838,122UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$855,347QualifyingDistributionsAmt
Applied To Year1$838,122AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$17,225AppliedToCurrentYearAmt
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$1,008,823UndistributedIncomeCYAmt
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 MCNEILL LE VINEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARCHIVES OF AMERICAN ART
750 9TH ST NW VICTOR BLDG STE 2200WASHINGTONDC20001NONEOTHER PUBLIC CHARITYANNUAL FUND$5,000
ART SANCTUARY
628 SOUTH 16TH STREETPHILADELPHIAPA19146NONEOTHER PUBLIC CHARITYPROGRAMMING VIA THE AFRICAN AMERICAN MUSEUM IN PHILADELPHIA$5,000
GREATER PHILADELPHIA CULTURAL ALLIANCE
1315 WALNUT STREET SUITE 732PHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYOPERATING OR PROGRAMMATIC SUPPORT$5,000
PENNSYLVANIA ACADEMY OF THE FINE ARTS
128 NORTH BROAD STREETPHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYGRANT FOR SCHOLARSHIP FUNDS$50,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEOTHER PUBLIC CHARITY2020-2021 ANNUAL TRUSTEE CONTRIBUTION FOR CHAIRMAN'S COUNCIL LEADERSHIP CIRCLE$60,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEOTHER PUBLIC CHARITYPHILADELPHIA ANTIQUES & ART SHOW$1,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEOTHER PUBLIC CHARITYEDUCATION SUPPORT$100,000
PLAYHOUSE ARTISTS
12 W MECHANIC STREET STE 2ANEW HOPEPA18938NONEOTHER PUBLIC CHARITYTHE BUCKS COUNTY PLAYHOUSE$2,500
PRINCESS GRACE FOUNDATION
888-C 8TH AVE 318NEW YORKNY10019NONEOTHER PUBLIC CHARITY1ST INSTALLMENT OF 10 YEAR PLEDGE & ANNUAL FUND$73,000
THE BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19130NONEOTHER PUBLIC CHARITY2ND CENTURY CAMPAIGN$150,000
THE KENNEDY CENTER
PO BOX 101510ARLINGTONVA22210NONEOTHER PUBLIC CHARITYANNUAL FUND$50,000
THE KENNEDY CENTER
PO BOX 101510ARLINGTONVA22210NONEOTHER PUBLIC CHARITYTHE HONORS$36,000
THE KENNEDY CENTER
PO BOX 101510ARLINGTONVA22210NONEOTHER PUBLIC CHARITYLEGAL ADVICE AND SUPPORT OF NCPA ACTIVITIES$15,000
THE ROCK SCHOOL FOR DANCE EDUCATION
1101 S BROAD STREETPHILADELPHIAPA19147NONEOTHER PUBLIC CHARITYANNUAL FUND FOR DANCE EDUCATION$2,500
WOODMERE ART MUSEUM
9201 GERMANTOWN AVENUEPHILADELPHIAPA19118NONEOTHER PUBLIC CHARITYOPERATING SUPPORT IN MEMORY OF JERRY PINKNEY.$2,500
PORTSIDE ARTS CENTER
2531 E LEHIGH AVEPHILADELPHIAPA19125NONEOTHER PUBLIC CHARITYCOVER STUDENTS OUTSIDE OF THE SCHOLARSHIP RESIDENCY ZONE.$10,000
SPRINGSIDE CHESTNUT HILL ACADEMY
500 W WILLOW GROVE AVEPHILADELPHIAPA19118NONEOTHER PUBLIC CHARITY1ST INSTALLMENT TO RESTORE THE REC CAMPAIGN$150,000
ACADEMY OF MUSIC
240 S BROAD STPHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYFANFARE FOR THE FUTURE$5,000
THE SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZAPALM BEACHFL33480NONEOTHER PUBLIC CHARITYTHE AMERICANS IN PARIS DINNER DANCE$15,000
BROADWAY CARESEQUITY FIGHTS AIDS
165 WEST 46TH STREET SUITE 1300NEW YORKNY10036NONEOTHER PUBLIC CHARITYCHALLENGE-MADE COMMITMENT FOR GIVING TUESDAY$1,500
OPERA PHILADELPHIA
1420 LOCUST STREET SUITE 210PHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYT-VOCE$5,000
PHILADELPHIA SCENIC WORKS
2855 EMERALD STREETPHILADELPHIAPA19134NONEOTHER PUBLIC CHARITYANNUAL FUND$10,000
DREXEL UNIVERSITY
3141 CHESTNUT STREETPHILADELPHIAPA19104NONEOTHER PUBLIC CHARITYFUTURE EXHIBITIONS, SEMINARS, OR ACQUISITIONS$10,000
PORTSIDE ARTS CENTER
2531 E LEHIGH AVEPHILADELPHIAPA19125NONEOTHER PUBLIC CHARITYTRANSPORTATION / SALARY$75,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$839,000TotalGrantOrContriPdDurYrAmt
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$300,153ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,261,304ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,561,457ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,561,457TotalIncomeProducingActyAmt

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 FEECategoryTxt
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$5,420,258EOYBookValueAmt
EOYFMV$21,351,095EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$330RevenueAndExpensesPerBooksAmt
Net Investment Income$330NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGMT FEES$30,417$30,417$0
WILMINGTON TRUST CUSTODY FEES$31,194$15,597$15,597

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX ESTIMATES$6,293$0$0
FOREIGN TAXES$812$812$0

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