PATRICIA A OCALLAGHAN CATHOLIC CHARITABLE FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PATRICIA A OCALLAGHAN CATHOLIC CHARITABLE FOUNDATION (EIN 82-1492623)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-12
- IRS object ID
- 202111329349100126
- Schema version
- 2020v4.0
- 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
- Schedule B
- Expln Of Non Filing With AG Stmt
- Other Expenses Schedule
- Other Increases Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-12T09:00:35-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821492623 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PATRICIA A O'CALLAGHAN CATHOLIC CHAR FDN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PATR | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GLENMEDE TRUST CO NA 1650 MARKE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MELISSA BURKE | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2021-05-11 | SignatureDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $6,181,709 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $980,114 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $93,265 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $93,265 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,854 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,814,318 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $28,854 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,102,233 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $122,119 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $39,774 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $19,887 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $19,887 | 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 Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,046 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,546 | 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 |
| Other Expenses Rev And Expnss | $10,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $10,000 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $52,820 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $22,433 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $29,887 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $249,574 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $249,574 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $302,394 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $22,433 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $279,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $799,839 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $99,686 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $49,697 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $312,035 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $312,035 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $4,750,033 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,308,551 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,869,674 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,799,730 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,620,586 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,181,709 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $4,799,730 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,620,586 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,799,730 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,620,586 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,799,730 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,620,586 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,799,730 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $799,839 | ExcessRevenueOverExpensesAmt |
| Other Increases | $21,017 | OtherIncreasesAmt |
| Subtotal | $5,620,586 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,620,586 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (160 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1216.93 AQR STYLE PREMIA ALTERNATIVE FUND | 2017-09-22 | 2020-03-20 | $8,969 | $12,802 | -$3,833 | -$3,833 | |
| 278.999 AQR STYLE PREMIA ALTERNATIVE FUND | 2019-12-23 | 2020-03-20 | $2,056 | $2,296 | -$240 | -$240 | |
| 1006.295 AQR MULTI ASSET FUND | 2019-12-23 | 2020-03-20 | $8,403 | $9,721 | -$1,318 | -$1,318 | |
| 363.088 AQR MULTI ASSET FUND | 2017-09-22 | 2020-03-20 | $3,032 | $3,754 | -$722 | -$722 | |
| 14786.613 AQR MULTI ASSET FUND | 2018-12-19 | 2020-04-02 | $127,165 | $151,487 | -$24,322 | -$24,322 | |
| 4.969 GQG EMERGING MARKETS EQUITY FUND | 2019-12-30 | 2020-03-20 | $50 | $67 | -$17 | -$17 | |
| 94.999 GQG EMERGING MARKETS EQUITY FUND | 2019-12-30 | 2020-06-09 | $1,219 | $1,233 | -$14 | -$14 | |
| 580.58 GQG EMERGING MARKETS EQUITY FUND | 2019-10-09 | 2020-08-13 | $8,744 | $7,373 | $1,371 | $1,371 | |
| 402. GQG EMERGING MARKETS EQUITY FUND | 2019-10-09 | 2020-12-28 | $7,051 | $5,099 | $1,952 | $1,952 | |
| 1781.946 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2020-03-01 | 2020-03-20 | $14,327 | $17,048 | -$2,721 | -$2,721 | |
| 132.112 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2017-09-22 | 2020-03-20 | $1,062 | $1,367 | -$305 | -$305 | |
| 26.86411 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2017-09-22 | 2020-08-13 | $236 | $278 | -$42 | -$42 | |
| 122.56589 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2017-09-22 | 2020-08-13 | $1,079 | $1,269 | -$190 | -$190 | |
| 68.94309 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2017-09-22 | 2020-12-28 | $629 | $714 | -$85 | -$85 | |
| 26.05691 AMERICAN BEACON SOUND PT FLOATING RATE DTD 11/30/2016 | 2017-09-22 | 2020-12-28 | $238 | $270 | -$32 | -$32 | |
| 426.98 AMERICAN BEACON AHL TARGETRISK FUND | 2020-06-09 | 2020-08-13 | $5,286 | $5,073 | $213 | $213 | |
| 451.33 DFA US LARGE CAP VALUE PT | 2019-12-17 | 2020-03-20 | $10,624 | $16,181 | -$5,557 | -$5,557 | |
| 546.258 DFA US LARGE CAP VALUE PT | 2019-10-08 | 2020-06-09 | $18,311 | $19,026 | -$715 | -$715 | |
| 446.288 DFA US LARGE CAP VALUE PT | 2019-10-09 | 2020-12-28 | $16,562 | $15,691 | $871 | $871 | |
| 24.712 DFA US LARGE CAP VALUE PT | 2020-12-16 | 2020-12-28 | $917 | $917 | |||
| 1297.59 DFA US SMALL CAP PORTFOLIO | 2019-12-16 | 2020-06-09 | $40,199 | $41,678 | -$1,479 | -$1,479 | |
| 1170. DFA US SMALL CAP PORTFOLIO | 2019-10-09 | 2020-12-28 | $45,139 | $37,417 | $7,722 | $7,722 | |
| 244.851 DFA INVESTMENT GRADE PORTFOLIO | 2020-06-29 | 2020-08-13 | $2,953 | $2,921 | $32 | $32 | |
| 1979.134 DFA WORLD EX US CORE EQUITY INTL | 2019-12-17 | 2020-05-04 | $17,832 | $21,077 | -$3,245 | -$3,245 | |
| 2474.701 DFA WORLD EX US CORE EQUITY INTL | 2019-10-08 | 2020-06-09 | $25,762 | $26,059 | -$297 | -$297 | |
| 1173.727 DFA WORLD EX US CORE EQUITY INTL | 2019-10-09 | 2020-08-13 | $12,735 | $12,442 | $293 | $293 | |
| 4131. DFA WORLD EX US CORE EQUITY INTL | 2019-10-09 | 2020-12-28 | $51,390 | $43,789 | $7,601 | $7,601 | |
| 955.176 PARAMETRIC COMMODITY STRATEGY FUND | 2019-12-27 | 2020-03-20 | $3,849 | $4,952 | -$1,103 | -$1,103 | |
| 1094.307 PARAMETRIC COMMODITY STRATEGY FUND | 2019-10-08 | 2020-08-13 | $5,603 | $5,636 | -$33 | -$33 | |
| 432.242 PARAMETRIC COMMODITY STRATEGY FUND | 2020-12-23 | 2020-12-28 | $2,369 | $2,373 | -$4 | -$4 | |
| 426.758 PARAMETRIC COMMODITY STRATEGY FUND | 2017-09-22 | 2020-12-28 | $2,339 | $2,377 | -$38 | -$38 | |
| 308.077 PARAMETRIC VOLATILITY RSK PREMIUM DEF FD | 2019-12-12 | 2020-03-20 | $2,831 | $3,579 | -$748 | -$748 | |
| 638.901 PARAMETRIC VOLATILITY RSK PREMIUM DEF FD | 2019-10-09 | 2020-08-13 | $7,450 | $7,315 | $135 | $135 | |
| 301. PARAMETRIC VOLATILITY RSK PREMIUM DEF FD | 2019-10-09 | 2020-12-28 | $3,723 | $3,446 | $277 | $277 | |
| .154 FIRST TR NORTH AMERICAN ENERGY INFRA ETF | 2017-09-22 | 2020-01-22 | $4 | $4 | |||
| 244. FIRST TR NORTH AMERICAN ENERGY INFRA ETF | 2017-09-22 | 2020-06-09 | $5,476 | $5,814 | -$338 | -$338 | |
| 261.675 GMO QUALITY FUND III | 2019-12-16 | 2020-03-20 | $4,883 | $6,424 | -$1,541 | -$1,541 | |
| 169.492 GMO QUALITY FUND III | 2017-09-22 | 2020-06-09 | $4,232 | $4,093 | $139 | $139 | |
| 129.58 GMO QUALITY FUND III | 2017-09-22 | 2020-08-13 | $3,240 | $3,129 | $111 | $111 | |
| 404. GMO QUALITY FUND III | 2019-12-16 | 2020-12-28 | $10,286 | $9,794 | $492 | $492 | |
| 5157.507 GLENMEDE FUND INC-CORE FIXED INCOME PORT | 2020-03-04 | 2020-03-20 | $57,713 | $58,303 | -$590 | -$590 | |
| 41427.585 GLENMEDE FUND INC-CORE FIXED INCOME PORT | 2017-09-27 | 2020-03-20 | $463,575 | $457,445 | $6,130 | $6,130 | |
| 262.806 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2019-12-13 | 2020-03-20 | $4,715 | $7,135 | -$2,420 | -$2,420 | |
| 923.947 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2017-09-27 | 2020-06-09 | $23,431 | $25,166 | -$1,735 | -$1,735 | |
| 394.516 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2019-12-13 | 2020-06-09 | $10,005 | $10,711 | -$706 | -$706 | |
| 1240. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2017-09-22 | 2020-12-28 | $33,368 | $33,678 | -$310 | -$310 | |
| 74.759 LEGG MASON BW GLOBAL OP BD-IS | 2017-09-22 | 2020-03-20 | $657 | $858 | -$201 | -$201 | |
| 1466.689 LEGG MASON BW GLOBAL OP BD-IS | 2019-11-26 | 2020-03-20 | $12,892 | $15,092 | -$2,200 | -$2,200 | |
| 237.941 LEGG MASON BW GLOBAL OP BD-IS | 2017-09-22 | 2020-06-09 | $2,515 | $2,723 | -$208 | -$208 | |
| 134.517 LEGG MASON BW GLOBAL OP BD-IS | 2017-09-22 | 2020-08-13 | $1,473 | $1,539 | -$66 | -$66 | |
| 262. LEGG MASON BW GLOBAL OP BD-IS | 2017-09-22 | 2020-12-28 | $3,105 | $2,998 | $107 | $107 | |
| 1484.019 OBERWEIS FUNDS INTL OP INSTL | 2019-12-27 | 2020-06-09 | $16,235 | $14,326 | $1,909 | $1,909 | |
| 516.214 OBERWEIS FUNDS INTL OP INSTL | 2019-10-09 | 2020-08-13 | $6,577 | $4,987 | $1,590 | $1,590 | |
| 965. OBERWEIS FUNDS INTL OP INSTL | 2019-10-09 | 2020-12-28 | $16,048 | $9,298 | $6,750 | $6,750 | |
| 108.275 PIMCO ALL ASSETS AUTH -IS | 2019-12-30 | 2020-08-13 | $842 | $899 | -$57 | -$57 | |
| 427.79789 PIMCO ALL ASSETS AUTH -IS | 2017-09-22 | 2020-12-28 | $3,619 | $3,857 | -$238 | -$238 | |
| 636.20211 PIMCO ALL ASSETS AUTH -IS | 2017-09-22 | 2020-12-28 | $5,382 | $5,736 | -$354 | -$354 | |
| 1915.534 TEMPLETON GLOBAL BOND FUND | 2020-03-16 | 2020-03-20 | $19,194 | $20,060 | -$866 | -$866 | |
| 548.622 TEMPLETON GLOBAL BOND FUND | 2017-09-22 | 2020-03-20 | $5,497 | $6,643 | -$1,146 | -$1,146 | |
| 7531.709 TEMPLETON GLOBAL BOND FUND | 2017-09-27 | 2020-11-02 | $73,585 | $89,240 | -$15,655 | -$15,655 | |
| 1486.401 TEMPLETON GLOBAL BOND FUND | 2020-10-15 | 2020-11-02 | $14,522 | $14,513 | $9 | $9 | |
| 128.492 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2017-09-27 | 2020-03-20 | $13,178 | $16,709 | -$3,531 | -$3,531 | |
| 198.715 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2019-12-17 | 2020-03-20 | $20,380 | $28,436 | -$8,056 | -$8,056 | |
| 124.466 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2017-09-22 | 2020-06-09 | $17,235 | $16,177 | $1,058 | $1,058 | |
| 75.142 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2017-09-22 | 2020-08-13 | $10,938 | $9,766 | $1,172 | $1,172 | |
| 231.97811 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2020-12-21 | 2020-12-28 | $35,240 | $35,254 | -$14 | -$14 | |
| 30.02189 VANGUARD PRIMECAP FUND ADMIRAL SHARES | 2020-12-21 | 2020-12-28 | $4,561 | $4,562 | -$1 | -$1 | |
| 4.253 VANGUARD SHORT TERM INFL PROTECTED FUND | 2017-09-27 | 2020-08-13 | $108 | $106 | $2 | $2 | |
| 190. VANGUARD GLOBAL EX US REAL ESTATE | 2019-10-08 | 2020-06-09 | $9,463 | $11,159 | -$1,696 | -$1,696 | |
| 108. VANGUARD GLOBAL EX US REAL ESTATE | 2017-09-22 | 2020-12-28 | $5,805 | $6,508 | -$703 | -$703 | |
| 418. VANGUARD FTSE ALL-WORLD EX-U | 2019-10-08 | 2020-05-04 | $17,740 | $20,478 | -$2,738 | -$2,738 | |
| 210. VANGUARD FTSE ALL-WORLD EX-U | 2018-03-29 | 2020-06-09 | $10,340 | $11,409 | -$1,069 | -$1,069 | |
| 232. VANGUARD FTSE ALL-WORLD EX-U | 2018-03-29 | 2020-08-13 | $11,943 | $12,604 | -$661 | -$661 | |
| 578. VANGUARD FTSE ALL-WORLD EX-U | 2018-03-29 | 2020-12-28 | $33,456 | $31,402 | $2,054 | $2,054 | |
| 423.36 VANGUARD MARKET NEUTRAL FUND | 2019-12-17 | 2020-03-20 | $4,077 | $4,361 | -$284 | -$284 | |
| 13989.78 VANGUARD MARKET NEUTRAL FUND | 2017-09-27 | 2020-03-20 | $134,722 | $164,281 | -$29,559 | -$29,559 | |
| 147. VANGUARD INDEX FDS REAL ESTATE ETF | 2017-09-22 | 2020-06-09 | $12,571 | $11,905 | $666 | $666 | |
| 1079.592 VANGUARD TOTAL STK MKT IN-AD | 2019-12-23 | 2020-05-04 | $74,827 | $77,387 | -$2,560 | -$2,560 | |
| 253.012 VANGUARD TOTAL STK MKT IN-AD | 2020-06-09 | 2020-08-13 | $21,061 | $20,028 | $1,033 | $1,033 | |
| 648. VANGUARD TOTAL STK MKT IN-AD | 2019-10-09 | 2020-12-28 | $61,171 | $46,708 | $14,463 | $14,463 | |
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P | |||||
| CAPITAL GAIN DIVIDENDS | $96,473 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $28,854 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,386 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,386 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,386 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,421 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,421 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $35 | OverpaymentAmt |
| Applied To ES Tax | $35 | 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 | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST CO 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 ST STE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| WILLIAM V KELLY | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 5 | $0 |
| GLENMEDE TRUST CO N A | ||||||
| 1650 MARKET ST STE 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 5 | $39,774 |
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $4,899,255 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $194,297 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,093,552 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,093,552 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $76,403 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,017,149 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $250,857 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $250,857 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,386 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,386 | TotalTaxAmt |
| Distributable Before Adj | $249,471 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $249,471 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $249,471 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $279,461 | 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 | $279,461 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $279,461 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $249,471 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | 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 | $15,729 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $16,219 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $31,948 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $279,461 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $249,471 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $29,990 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $61,938 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $61,938 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $15,729 | ExcessFromYear2Amt |
| Excess From Year1 | $16,219 | ExcessFromYear1Amt |
| Excess From Current Year | $29,990 | 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 | SEE ATTACHED STATEMENT | BusinessNameLine1Txt |
| Business Name Line2 | C/O GLENMEDE TRUST CO NA | BusinessNameLine2Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST STE 1200 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $249,574 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $249,574 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $93,265 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,854 | 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 | $122,119 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $122,119 | 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 |
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 Person | ESTATE OF PATRICIA O'CALLAGHAN | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GLENMEDE TRUST CO NA | AddressLine1Txt |
| Address Line2 | 1650 MARKET ST STE 1200 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $980,114 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | VARIOUS PUBLIC TRADED SECURITIES SEE ATTACHED STATEMENT | NoncashPropertyDesc |
| Fair Market Value | $972,954 | FairMarketValueAmt |
| Received | 2020-08-12 | ReceivedDt |
Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | A COPY OF FORM 990-PF HAS BEEN FURNISHED TO THE NEW JERSEY AG OFFICE. HOWEVER, THE STATE OF NEW JERSEY ALLOWS ORGANIZAITONS WHO RECEIVE LESS THAN $10,000 IN GROSS PUBLIC CONTRIBUTION FOR THE FISCAL YEAR AND DO NOT COMPENSATE ANYONE IN CONNECTION WITH THE SOLICITATION OF FUNDS TO UNREGISTER WITH THE DIVISION OF CONSUMER AFFAIRS. THIS FOUNDATION ELECTS TO BE AN UNREGISTERED CHARITY. | ExplanationTxt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER NON-ALLOCABLE EXPENSE - | Desc |
| Revenue And Expenses Per Books | $10,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ADJ | Desc |
| Amt | $21,017 | Amt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF PATRICIA O'CALLAGHAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O GLENMEDE TRUST CO NA | AddressLine1Txt |
| Address Line2 | 1650 MARKET ST STE 1200 | AddressLine2Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $500 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $1,686 | $1,686 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $860 | $860 | $0 |
Comments