THE MEROPS FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE MEROPS FOUNDATION (EIN 45-6870036)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-01
- IRS object ID
- 202223059349100122
- 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
- Other Decreases Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-01T09:00:24-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 456870036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE MEROPS FOUNDATION 6178-01-16 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MERO | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GLENMEDE TRUST CO NA 1650 MARK | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA L BURKE | PersonNm |
| Person Title | MANAGING DIRECT | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| 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 | $12,779,905 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $249,378 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $247,790 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $609,167 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,844,108 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $609,167 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $106,721 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $106,545 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $965,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $963,502 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $59,402 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,701 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $29,701 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $1,570 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $1,570 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,583 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $66,555 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $36,854 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,701 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $486,785 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $486,785 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $553,340 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $36,854 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $516,486 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $411,926 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $926,648 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $363,382 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $418,677 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $418,677 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $9,637,293 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,948,709 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,361,228 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,000,675 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,367,386 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,779,905 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $10,000,675 | CapitalStockBOYAmt |
| Capital Stock EOY | $10,367,386 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,000,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,367,386 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,000,675 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,367,386 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,000,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $411,926 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,412,601 | SubtotalAmt |
| Other Decreases | $45,215 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,367,386 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (68 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 20000. APPLE INC DTD 2/23/2016 2.85% 2/23/2023 | 2018-03-15 | 2021-07-21 | $20,729 | $19,784 | $945 | $945 | |
| 5000. BANK NOVA SCOTIA BC DTD 9/16/2020 0.55% 9/15/2023 | 2021-07-07 | 2021-09-22 | $5,015 | $5,016 | -$1 | -$1 | |
| 10000. BANK NOVA SCOTIA BC DTD 9/16/2020 0.55% 9/15/2023 | 2021-07-07 | 2021-12-07 | $9,934 | $10,032 | -$98 | -$98 | |
| 4030. DFA INTERNATIONAL SUSTAINABILITY CORE | 2018-03-02 | 2021-07-02 | $53,720 | $44,129 | $9,591 | $9,591 | |
| 2619. DFA US SUSTAINABILITY CORE ONE PORT | 2021-07-02 | $91,534 | $56,235 | $35,299 | $35,299 | ||
| 1658. DFA US LARGE CAP VALUE PT | 2019-08-28 | 2021-07-02 | $75,091 | $57,234 | $17,857 | $17,857 | |
| 2787. DFA US SMALL CAP PORTFOLIO | 2019-07-09 | 2021-07-02 | $131,546 | $93,922 | $37,624 | $37,624 | |
| 20000. JOHN DEERE CAPITAL CORPORATION DTD 3/4/2016 2.8% 3/6/2023 | 2018-03-15 | 2021-07-19 | $20,826 | $19,612 | $1,214 | $1,214 | |
| 1084. GMO QUALITY FUND III | 2021-07-02 | $32,628 | $25,806 | $6,822 | $6,822 | ||
| 7427. GLENMEDE RESPONSIBLE ESG | 2018-03-02 | 2021-07-02 | $149,580 | $106,206 | $43,374 | $43,374 | |
| 8480. GLENMEDE WOMEN IN LEADERSHIP | 2018-03-02 | 2021-07-02 | $163,579 | $116,176 | $47,403 | $47,403 | |
| 10000. HSBC HOLDINGS PLC DTD 3/30/2012 4% 3/30/2022 | 2019-06-27 | 2021-01-20 | $10,435 | $10,428 | $7 | $7 | |
| 5000. HSBC HOLDINGS PLC DTD 3/30/2012 4% 3/30/2022 | 2019-06-27 | 2021-09-22 | $5,093 | $5,214 | -$121 | -$121 | |
| 20000. JPMORGAN CHASE & CO DTD 7/21/2016 2.95% 10/1/2026 | 2018-03-14 | 2021-05-11 | $21,564 | $18,683 | $2,881 | $2,881 | |
| 10000. MICROSOFT CORPORATION DTD 2/12/2015 2.7% 2/12/2025 | 2019-12-30 | 2021-12-03 | $10,490 | $10,335 | $155 | $155 | |
| 20000. NEW YORK CITY TRANSITIONAL TAXABLE REV DTD 9/22/2016 1.85% 8/1/ | 2019-08-15 | 2021-05-10 | $20,379 | $19,971 | $408 | $408 | |
| 210. OBERWEIS FUNDS INTL OP INSTL | 2016-03-09 | 2021-07-02 | $3,812 | $1,995 | $1,817 | $1,817 | |
| 20000. STATOIL ASA DTD 11/21/2012 2.45% 1/17/2023 | 2018-03-15 | 2021-01-12 | $20,849 | $19,402 | $1,447 | $1,447 | |
| 14045.876 TEMPLETON GLOBAL BOND FUND | 2021-04-29 | $132,031 | $177,282 | -$45,251 | -$45,251 | ||
| 2198.311 TEMPLETON GLOBAL BOND FUND | 2021-04-29 | $20,664 | $21,756 | -$1,092 | -$1,092 | ||
| 10000. UNITED STATES TREASURY NOTES DTD 2/15/2019 2.625% 2/15/2029 | 2020-07-24 | 2021-04-16 | $10,941 | $11,753 | -$812 | -$812 | |
| 20000. UNITED STATES TREAS NOTES DTD 2/28/2014 2% 2/28/2021 | 2018-03-28 | 2021-03-01 | $20,000 | $19,765 | $235 | $235 | |
| 10000. US TREASURY N/B DTD 11/15/2011 2% 11/15/2021 | 2018-03-16 | 2021-07-21 | $10,062 | $9,820 | $242 | $242 | |
| 10000. US TREASURY N/B DTD 11/15/2011 2% 11/15/2021 | 2018-03-16 | 2021-09-22 | $10,028 | $9,820 | $208 | $208 | |
| 5000. US TREASURY N/B DTD 5/2/2012 1.75% 5/15/2022 | 2018-11-01 | 2021-09-22 | $5,055 | $4,802 | $253 | $253 | |
| 15000. US TREASURY N/B DTD 5/2/2012 1.75% 5/15/2022 | 2018-11-01 | 2021-12-07 | $15,110 | $14,407 | $703 | $703 | |
| 10000. UNITED STATES TREASURY NOTES DTD 8/15/2012 1.625% 8/15/2022 | 2021-07-07 | 2021-12-07 | $10,098 | $10,168 | -$70 | -$70 | |
| 20000. UNITED STATES TREASURY NOTES DTD 3/31/2014 2% 5/31/2021 | 2018-11-01 | 2021-06-01 | $20,000 | $19,562 | $438 | $438 | |
| 20000. UNITED STATES TREAS NTS DTD 5/15/2015 2.125% 5/15/2025 | 2018-11-01 | 2021-04-16 | $21,228 | $18,910 | $2,318 | $2,318 | |
| 841. VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2021-07-02 | $153,516 | $86,832 | $66,684 | $66,684 | ||
| 168. VANGUARD GLOBAL EX US REAL ESTATE | 2019-07-09 | 2021-07-02 | $9,853 | $9,994 | -$141 | -$141 | |
| 1003. VANGUARD FTSE ALL-WORLD EX-U | 2019-07-09 | 2021-07-02 | $63,470 | $50,865 | $12,605 | $12,605 | |
| 324. VANGUARD INDEX FDS REAL ESTATE ETF | 2021-07-02 | $33,200 | $27,996 | $5,204 | $5,204 | ||
| 1288. VANGUARD TOTAL STK MKT IN-AD | 2021-07-02 | $141,216 | $97,788 | $43,428 | $43,428 | ||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P | |||||
| CAPITAL GAIN DIVIDENDS | $320,832 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $609,167 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,880 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,880 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,880 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,609 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $15,193 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $22,802 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $9,922 | OverpaymentAmt |
| Applied To ES Tax | $9,922 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| THE GLENMEDE TRUST COMPANY N A | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 5 | $59,402 |
| DAVID LAMMOT GREENEWALT | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 5 | $0 |
| BENJAMIN H TESTERMAN | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 5 | $0 |
| NICHOLAS D CAHILL | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 5 | $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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,036,616 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $363,211 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,399,827 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,399,827 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $185,997 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,213,830 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $610,692 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $610,692 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,880 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,880 | TotalTaxAmt |
| Distributable Before Adj | $597,812 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $597,812 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $597,812 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $516,486 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $516,486 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $597,812 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $476,655 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $516,486 | QualifyingDistributionsAmt |
| Applied To Year1 | $476,655 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,831 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $557,981 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| American Research Institute in Turkey | ||||||||
| 3260 SOUTH STREET | Philadelphia | PA | 191046324 | NONE | PC | FELLOWSHIPS IN ARCHAEOLOGY | $160,000 | |
| American Research Institute in Turkey | ||||||||
| 3260 SOUTH STREET | Philadelphia | PA | 191046324 | NONE | PC | SUPPORT FOR ARIT ANKARA | $10,000 | |
| American Research Institute in Turkey | ||||||||
| 3260 SOUTH STREET | Philadelphia | PA | 191046324 | NONE | PC | FELLOWSHIPS | $45,000 | |
| ARTogether | ||||||||
| 544 INTERNATIONAL BLVD SUITE 9 | Oakland | CA | 94606 | NONE | PC | FLYING CARPET FESTIVAL | $10,000 | |
| Board of Regents of the University of | ||||||||
| 2200 VINE STREET 151 PREM S PAUL | Lincoln | NE | 685830861 | NONE | PC | ARCHAEOLOGICAL RESEARCH | $15,386 | Nebraska Lincoln |
| Institute of Nautical Archaeology | ||||||||
| PO DRAWER HG | College Station | TX | 778415137 | NONE | PC | CONSERVATION AND ANALYSIS | $40,583 | |
| Institute of Nautical Archaeology | ||||||||
| PO DRAWER HG | College Station | TX | 778415137 | NONE | PC | ONE-TIME GIFT IN HONOR OF | $75,000 | |
| Koc Education Culture and Healthcare | ||||||||
| 12 EAST 49TH STREET 33RD FLOOR | New York | NY | 10017 | NONE | PC | GYGAIA PROJECTS 2021 | $60,000 | Foundation |
| The Regents of the University of | ||||||||
| 434 SOUTH STATE STREET | Ann Arbor | MI | 48109 | NONE | PC | 2021 UM FIELD WORK | $6,053 | Michigan |
| The University of Kansas Center for | ||||||||
| 2385 IRVING HILL ROAD | Lawrence | KS | 660457568 | NONE | PC | THE SEBASTEION OF | $15,769 | Research Inc |
| University of Arizona Foundation | ||||||||
| 1111 N CHERRY AVENUE PO BOX 210109 | Tucson | AZ | 85721 | NONE | PC | UNDERGRAD FUNDING IN | $10,494 | |
| University of Central Florida Foundation | ||||||||
| 12424 RESEARCH PARKWAY SUITE 250 | Orlando | FL | 32826 | NONE | PC | KERKENES PROJECT 2021 | $38,500 | Inc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $486,785 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $249,378 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $106,721 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $609,167 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $965,266 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $965,266 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (3 entries)
| DescDesc | AmtAmt |
|---|---|
| MISC COST ADJ | $6,330 |
| PARTNERSHIP BASIS ADJ | $38,881 |
| ROUNDING DIFFERENCE | $4 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| PARTNERSHIP INCOME | $106,381 | $106,205 |
| FEE REBATE | $340 | $340 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER EXPENSE (NON-DEDUCTIBLE | CategoryTxt |
| Amt | $1,570 | Amt |
| Net Investment Income | $1,570 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES ON QUALIFIED FOR | $3,671 | $3,671 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $1,912 | $1,912 | $0 |
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