HILDA MULLEN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HILDA MULLEN FOUNDATION (EIN 13-7120449)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-29
- IRS object ID
- 202240889349100304
- Schema version
- 2021v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-29T07:58:48-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 141555429 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UHY ADVISORS NY INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS 38TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 137120449 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HILDA MULLEN FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BARBARA WHITMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HILD | BusinessNameControlTxt |
| Phone | 2123814700 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 WEST END AVENUE APT 13 CD | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10023 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA E WHITMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2123814700 | PhoneNum |
| Signature | 2022-03-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BARBARA | PersonFirstNm |
| Person Last | WHITMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH FALANGA | PreparerPersonNm |
| PTIN | P00029685 | PTIN |
| Phone | 2123814700 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,774,847 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,720,475 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $88,388 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $88,036 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $220,984 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $952,206 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $220,984 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,029,847 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $309,020 | 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 |
| Accounting Fees Rev And Expnss | $5,330 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,665 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,665 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,611 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,611 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,073 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,073 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $37,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,349 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,665 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $472,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $472,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $509,014 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,349 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $474,665 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,520,833 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $274,671 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $741,155 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,144,877 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,144,644 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,025,135 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,033,893 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,039,213 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,497,844 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,605,399 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,590,191 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1 | OtherAssetsBOYAmt |
| Other Assets EOY | $799 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $799 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,264,135 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,784,968 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,774,847 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $6,550,725 | CapitalStockBOYAmt |
| Capital Stock EOY | $6,550,725 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $713,410 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,234,243 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,264,135 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,784,968 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,264,135 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,784,968 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,264,135 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,520,833 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,784,968 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,784,968 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (31 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 156,900 SHS. RTS LAI SUN DEVELOPMENT CO-RTS | 2018-11-06 | 2021-09-14 | $25,680 | $25,680 | $25,680 | ||
| 70,500 SHS. RTS LAI SUN DEVELOPMENT CO-RTS | 2018-11-06 | 2021-09-15 | $9,038 | $9,038 | $9,038 | ||
| 96,000 SHS. RTS LAI SUN DEVELOPMENT CO-RTS | 2018-11-06 | 2021-09-16 | $11,175 | $11,175 | $11,175 | ||
| 646,200 SHS. RTS LAI SUN DEVELOPMENT CO-RTS | 2018-11-06 | 2021-09-17 | $61,293 | $61,293 | $61,293 | ||
| 96,300 SHS. RTS LAI SUN DEVELOPMENT CO-RTS | 2018-11-06 | 2021-09-20 | $7,707 | $7,707 | $7,707 | ||
| 296,472 SHS. RTS LAI SUN DEVELOPMENT CO-RTS | 2018-11-06 | 2021-09-21 | $20,558 | $20,558 | $20,558 | ||
| 695.492 SHS. BLCKRCK HI YLD BND PORT-K | 2021-02-02 | 2021-04-22 | $5,439 | $14 | $14 | $5,425 | |
| 140.611 SHS. FIDELITY 500 INDEX-INST PRM | 2020-09-18 | 2021-02-02 | $18,665 | $2,423 | $2,423 | $16,242 | |
| 3,344.927 SHS. HARBOR HIGH YIELD BOND-RET | 2021-02-28 | 2021-04-22 | $33,316 | $2,350 | $2,350 | $30,966 | |
| 222 SHS. ISHARES 20+ YEAR TREASURY BO | 2021-02-28 | 2021-02-16 | $32,159 | -$2,794 | -$2,794 | $34,953 | |
| 309 SHS. ISHARES 20+ YEAR TREASURY BO | 2021-02-28 | 2021-04-22 | $43,376 | -$6,055 | -$6,055 | $49,431 | |
| 329 SHS. ISHARES 7-10 YEAR TREASURY B | 2021-02-16 | 2021-07-22 | $38,620 | $145 | $145 | $38,475 | |
| 2,328 SHS. ISHARES US TREASURY BOND ETF | 2021-04-22 | 2021-07-22 | $62,507 | $949 | $949 | $61,558 | |
| 692 SHS. ISHARES US TREASURY BOND ETF | 2021-04-22 | 2021-07-22 | $18,586 | $288 | $288 | $18,298 | |
| 516 SHS. ISHARES CORE MSCI EMERGING | 2020-10-22 | 2021-10-21 | $32,954 | $4,466 | $4,466 | $28,488 | |
| 775 SHS. ISHARES CORE MSCI EMERGING | 2020-10-22 | 2021-10-21 | $49,455 | $6,699 | $6,699 | $42,756 | |
| 2,399.401 SHS. VANGUARD TOT BD MKT IDX-ADM | 2021-04-22 | 2021-07-22 | $27,401 | $384 | $384 | $27,017 | |
| 495 SHS. VANGUARD MORTGAGE-BACKED SEC | 2020-10-28 | 2021-07-22 | $26,477 | -$317 | -$317 | $26,794 | |
| 134 SHS. VANGUARD MORTGAGE-BACKED SEC | 2020-10-28 | 2021-07-22 | $7,168 | -$85 | -$85 | $7,253 | |
| 3,671.826 SHS. BLCKRCK HI YLD BND PORT-K | 2020-03-27 | 2021-04-22 | $28,714 | $4,700 | $4,700 | $24,014 | |
| 10,213.102 SHS. BLCKRCK HI YLD BND PORT-K | 2020-03-27 | 2021-05-15 | $79,764 | $12,970 | $12,970 | $66,794 | |
| 198.398 SHS. FIDELITY 500 INDEX-INST PRM | 2019-04-30 | 2021-02-02 | $26,335 | $6,017 | $6,017 | $20,318 | |
| 501.254 SHS. FIDELITY 500 INDEX-INST PRM | 2019-04-30 | 2021-04-22 | $71,945 | $20,612 | $20,612 | $51,333 | |
| 214 SHS. ISHARES 20+ YEAR TREASURY BO | 2019-09-25 | 2021-04-22 | $30,041 | -$304 | -$304 | $30,345 | |
| 317 SHS. ISHARES TRUST ISHARES ESG AWA RE | 2019-05-24 | 2021-02-02 | $27,961 | $8,194 | $8,194 | $19,767 | |
| 312 SHS. ISHARES TRUST ISHARES ESG AWA RE | 2019-05-24 | 2021-04-22 | $29,536 | $10,081 | $10,081 | $19,455 | |
| 6,274.352 SHS. PIMCO INV GRD CRD BND-INST | 2019-05-24 | 2021-02-02 | $69,896 | $4,743 | $4,743 | $65,153 | |
| 4,351.470 SHS. VANGUARD TOT BD MKT IDX-ADM | 2019-04-30 | 2021-07-22 | $49,694 | $3,307 | $3,307 | $46,387 | |
| 0.5 SH JPMORGAN BETABUILDERS JAPAN ETF | 2020-02-29 | 2021-04-15 | $29 | $29 | $29 | ||
| 0.5 SH JPMORGAN BETABUILDERS CANADA | 2020-02-29 | 2021-04-14 | $30 | $30 | $30 | ||
| CAPITAL GAINS DIVIDENDS | $6,687 | $6,687 | $6,687 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $220,984 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,818 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,818 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,818 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,314 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $14,314 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,496 | OverpaymentAmt |
| Applied To ES Tax | $10,496 | 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 | NY | 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 | UHY ADVISORS NY INC | IndividualWithBooksNm |
| Phone | 2123814700 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS 38TH | AddressLine1Txt |
| Address Line2 | FLOOR | AddressLine2Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10036 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| LOIS Q WHITMAN | ||||||||
| 240 WEST END AVENUE APT 13 CD | NEW YORK | NY | 10023 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| BARBARA E WHITMAN | ||||||||
| 240 WEST END AVENUE APT 13 CD | NEW YORK | NY | 10023 | TRUSTEE | 4.00 | $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 | $5,911,934 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $862,712 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,774,646 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,774,646 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,620 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,673,026 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $333,651 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $333,651 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,818 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,818 | TotalTaxAmt |
| Distributable Before Adj | $329,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $329,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $329,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $474,665 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $474,665 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $329,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $399,987 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $235,554 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $56,942 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $567,015 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $629,259 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,888,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $474,665 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $329,833 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $144,832 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,033,589 | 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 | $399,987 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,633,602 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $235,554 | ExcessFromYear4Amt |
| Excess From Year3 | $56,942 | ExcessFromYear3Amt |
| Excess From Year2 | $567,015 | ExcessFromYear2Amt |
| Excess From Year1 | $629,259 | ExcessFromYear1Amt |
| Excess From Current Year | $144,832 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NATIONAL PHILANTHROPIC TRUST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 165 TOWNSHIP LINE RD SUITE 1200 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | UNRESITRICTED GRANT FOR DONEE'S EXEMPT PURPOSE | GrantOrContributionPurposeTxt |
| Amt | $472,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $472,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $88,388 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $220,984 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $309,372 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $309,372 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE LOIS Q WHITMAN 2020 CHARITABLE LEAD ANNUITY TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1625 W ROSEHILL DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60660 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,720,475 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEE | CategoryTxt |
| Amt | $5,330 | Amt |
| Net Investment Income | $2,665 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,665 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 765 SHS. VANGUARD MORTGAGE-BACKED SEC | $41,409 | $40,423 |
| 8,211 SHS. VANGUARD TOTAL INTL BOND ETF | $474,871 | $452,919 |
| 8,015.49 SHS. HARBOR HIGH YIELD BOND-RET | $72,540 | $79,433 |
| 16,181.12 SHS. VANGUARD TTL INTL BND-ADM | $364,182 | $356,955 |
| 26,015.63 SHS. VANGUARD TOT BD MKT IDX-ADM | $277,776 | $291,115 |
| 3,457.37 SHS. PIMCO INCOME FD-INS | $41,223 | $41,281 |
| 4,051.45 SHS. PIMCO SHORT-TERM FD-INSTL | $39,632 | $39,583 |
| 3,569 SHS. VANGUARD SHORT-TERM BOND ETF | $293,766 | $288,482 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2,724.745 SHS. LAI SUN DEVELOPMENT | $3,291,134 | $1,485,340 |
| 7,079.523 SHS. FIDELITY 500 INDEX FD | $725,407 | $1,170,387 |
| 5,287 SHS. ISHARES TRUST ISHARES ESG AWA RE MSCI USE ETF | $329,684 | $570,467 |
| 4,759.861 SHS. FIDELITY INTL INDX-INST PRM | $194,620 | $234,613 |
| 1,471 SHS. ISHARES TRUST ISHARES ESG AWARE MSCI EAFE ETF | $92,422 | $116,886 |
| 1,309 SHS. JPMORGAN BETABUILDERS CANADA | $64,304 | $87,965 |
| 4,185 SHS. JPMORGAN BETABUILDERS EUROPE ETF | $222,648 | $250,012 |
| 1,461 SHS. JPMORGAN BETABUILDERS JAPAN ETF | $72,440 | $80,472 |
| 796 SH. JPM BTABLDRS DEV ASIA X-JPN | $41,234 | $43,071 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DIVIDEND RECEIVABLE | Desc |
| BOY Book Value | $1 | BOYBookValueAmt |
| EOY Book Value | $799 | EOYBookValueAmt |
| EOYFMV | $799 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| NYS DEPARTMENT OF LAW | $250 | $250 | $0 |
| INVESTMENT ADVISORY FEES | $29,301 | $29,301 | $0 |
| TAX BASIS ADJUSTMENTS | $522 | $522 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX WITHHELD | CategoryTxt |
| Amt | $1,611 | Amt |
| Net Investment Income | $1,611 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |