CHARLES G BERWIND FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES G BERWIND FOUNDATION INC (EIN 20-3039970)
- Tax period
- 2023-10-01 to 2024-09-30
- Filed
- 2025-02-10
- IRS object ID
- 202510419349100511
- Schema version
- 2023v6.0
- 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
- Contractor Compensation Expln
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-02-10T11:18:11-06:00 | ReturnTs |
| Tax Period End | 2024-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 MONUMENT CIRCLE STE 4000 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 203039970 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charles G Berwind Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % SARAH CAMPBELL | InCareOfNm |
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 2155632800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Walnut Street Suite 900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SARAH CAMPBELL | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2155632800 | PhoneNum |
| Signature | 2025-02-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER RHODERICK | PreparerPersonNm |
| PTIN | P00395735 | PTIN |
| Phone | 3176817000 | PhoneNum |
| Preparation | 2025-01-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,093,183 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $269,104 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $269,104 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $331,969 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,624,274 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $331,969 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $601,073 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $601,073 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $116,977 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $52,237 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $64,740 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $23,406 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $276 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $276 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $338 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $302 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $140,997 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $52,273 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $65,318 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $425,823 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $430,081 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $566,820 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $52,273 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $495,399 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,253 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $548,800 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,165 | CashBOYAmt |
| Cash EOY | -$4,120 | CashEOYAmt |
| Cash EOYFMV | -$4,120 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $392,982 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $610,236 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $610,236 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $2,455 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $11,556 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $11,556 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,413,587 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,212,935 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,212,935 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $7,103,332 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,262,576 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $7,262,576 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $8,915,521 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,093,183 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,093,183 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $9,361 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $608 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $9,154 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $24,950 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $18,515 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $25,558 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,897,006 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,067,625 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,897,006 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,067,625 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,915,521 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,093,183 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,897,006 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,253 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,136,366 | OtherIncreasesAmt |
| Subtotal | $10,067,625 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,067,625 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLIC SECURITIES CAPITAL GAINS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,624,274 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,292,305 | CostOrOtherBasisAmt |
| Gain Or Loss | $331,969 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $331,969 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $331,969 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,628 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $7,628 | SubtotalAmt |
| Tax Based On Investment Income | $7,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,560 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Total Payments And Credits | $8,560 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $932 | OverpaymentAmt |
| Applied To ES Tax | $932 | AppliedToESTaxAmt |
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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | PA | 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 | SARAH CAMPBELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155632800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 WALNUT STREET SUITE 900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | 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 | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 | Yes (true) | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| JESSICA BERWIND | ||||||||
| 2929 Walnut Street Suite 900 | PHILADELPHIA | PA | 19104 | VP & TRUSTEE | 0.0 | $0 | $0 | $0 |
| TIM CALLAHAN | ||||||||
| 2929 Walnut Street Suite 900 | PHILADELPHIA | PA | 19104 | TRUSTEE | 0.2 | $0 | $0 | $0 |
| Raymond J Baran | ||||||||
| 2929 Walnut Street Suite 900 | PHILADELPHIA | PA | 19104 | PRESIDENT | 0.2 | $0 | $0 | $0 |
| SARAH CAMPBELL | ||||||||
| 2929 WALNUT STREET SUITE 900 | PHILADELPHIA | PA | 19104 | TREASURER | 0.4 | $0 | $0 | $0 |
| EILEEN P MOORE | ||||||||
| 2929 Walnut Street Suite 900 | PHILADELPHIA | PA | 19104 | SECRETARY | 0.4 | $0 | $0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BROWN BROTHERS HARRIMAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Logan Square 14th FL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191036908 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | 0 | ServiceTypeTxt |
| Compensation | $52,237 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | 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 | $9,191,337 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $469,880 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,661,217 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,661,217 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $144,918 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,516,299 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $475,815 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $475,815 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,628 | TotalTaxAmt |
| Distributable Before Adj | $468,187 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $468,187 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $468,187 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $495,399 | 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 | $495,399 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $468,187 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2021 | PriorYear1Yr |
| Prior Year2 | 2020 | PriorYear2Yr |
| Prior Year3 | 2019 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $85,801 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $66,311 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $24,431 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $12,503 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $45,758 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $234,804 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $495,399 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $468,187 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $27,212 | RemainingDistriFromCorpusAmt |
| Total Corpus | $262,016 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $85,801 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $176,215 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $66,311 | ExcessFromYear4Amt |
| Excess From Year3 | $24,431 | ExcessFromYear3Amt |
| Excess From Year2 | $12,503 | ExcessFromYear2Amt |
| Excess From Year1 | $45,758 | ExcessFromYear1Amt |
| Excess From Current Year | $27,212 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MS EILEEN MOORE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 WALNUT STREET SUITE 990 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2155632800 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATION AND INFORMATION TO BE SUBMITTED DEADLINE HIGH SCHOOL STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH SAT OR ACT TAKEN DECEMBER 31ST BIOGRAPHICAL QUESTIONNAIRE DECEMBER 31ST SECONDAY SCHOOL REPORT DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH COLLEGE STUDENTS: SCHOLARSHIP APPLICATION NOVEMBER 30TH RESULTS FROM STANDARDIZED TESTS DECEMBER 31ST A STATEMENT OF EDUCATIONAL GOALS DECEMBER 31ST THREE LETTERS OF RECOMMENDATION DECEMBER 31ST TRANSCRIPT OF COLLEGE GRADES DECEMBER 31ST PARENTS' CONFIDENTIAL STATEMENT REGARDING FINANCIAL RESOURCES (fafsa) FEBRUARY 28TH The information above should be mailed or emailed to the following address by the date indicated above: Foundation Administrator c/o Berwind Corporation 2929 WALNUT STREET, SUITE 900 Philadelphia, PA 19104 foundation@berwind.com | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE ABOVE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOR ACCREDITED INSTITUTIONS OF HIGHER LEARNING IN THE U.S. ONLY | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 17 & 18 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Walnut Street Suite 900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | I | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SCHOLARSHIP | GrantOrContributionPurposeTxt |
| Amt | $430,081 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $430,081 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHMENT 17 & 18 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2929 Walnut Street Suite 900 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | I | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | Scholarship | GrantOrContributionPurposeTxt |
| Amt | $0 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $450,471 | TotalGrantOrContriApprvFutAmt |
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 | $269,104 | 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 |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $331,969 | 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 | $601,073 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $601,073 | TotalIncomeProducingActyAmt |
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 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Person | BROWN BROTHERS HARRIMAN | ContractorPersonNm |
| Explanation | Investment Management Fee | ExplanationTxt |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHMENT 5 | StockNm |
| EOY Book Value | $2,212,935 | EOYBookValueAmt |
| EOYFMV | $2,212,935 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHMENT 6 | CategoryOrItemTxt |
| Book Value | $7,262,576 | BookValueAmt |
| EOYFMV | $7,262,576 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| SUPPLIES EXPENSE | $302 | $0 | $0 | $302 |
| MISCELLANEOUS EXPENSE | $36 | $36 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS ON SECURITIES | Desc |
| Amt | $1,136,366 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAXES | Desc |
| BOY Book Value | $9,154 | BOYBookValueAmt |
| EOY Book Value | $24,950 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $52,237 | $52,237 | $0 | $0 |
| CONSULTING FEES | $44,740 | $0 | $0 | $44,740 |
| SELECTION COMMITTEE ADV FEES | $20,000 | $0 | $0 | $20,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX EXPENSE | CategoryTxt |
| Amt | $23,406 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |