TOMPKINS-BROLL CHARITABLE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- TOMPKINS-BROLL CHARITABLE FOUNDATION (EIN 20-1516022)
- Tax period
- 2019-07-01 to 2020-06-30
- Filed
- 2021-05-16
- IRS object ID
- 202121369349100337
- Schema version
- 2019v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-16T13:30:57-05:00 | ReturnTs |
| Tax Period End | 2020-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BLVD 20TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201516022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMPKINS - BROLL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID BROLL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMP | BusinessNameControlTxt |
| Phone | 4848831797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 STRAWBRIDGE LANE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRESIDENT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4848831797 | PhoneNum |
| Signature | 2021-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WESLEY S CASCONE CPA | PreparerPersonNm |
| PTIN | P00967974 | PTIN |
| Phone | 2155454800 | PhoneNum |
| Preparation | 2021-03-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $5,262,135 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $37,915 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $46,227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $46,227 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $89,400 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $89,400 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$59,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $951,765 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $113,580 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $135,627 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,985 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,493 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $30,469 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $30,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92,504 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $168,458 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,275 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $267,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $267,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $435,708 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,275 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $267,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$322,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,352 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $252,252 | CashBOYAmt |
| Cash EOY | $52,114 | CashEOYAmt |
| Cash EOYFMV | $52,114 | CashEOYFMVAmt |
| US Government Obligations BOY | $209,092 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $168,084 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $177,295 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,629,023 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,546,908 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,463,159 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,097,535 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,098,008 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,155,301 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,242,713 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,242,713 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $414,266 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,430,615 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,107,827 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,262,135 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,430,615 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,107,827 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,430,615 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,107,827 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,430,615 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,107,827 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,430,615 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$322,128 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,108,487 | SubtotalAmt |
| Other Decreases | $660 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,107,827 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| HAVERFORD TRUST COMPANY | P | $839,145 | $890,411 | -$51,266 | -$51,266 |
| HAVERFORD TRUST COMPANY | P | $112,620 | $121,316 | -$8,696 | -$8,696 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$59,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $279,668 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,296,891 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052799 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $250,718 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,144,282 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048737 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $223,388 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,674,677 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.047787 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $209,750 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $4,240,359 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049465 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $192,051 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,128,872 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.046514 | DistributionYr5Rt |
| Total Distribution | 0.245302 | TotalDistributionRt |
| Average Distribution | 0.049060 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,409,242 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $265,377 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $104 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $265,481 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $267,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $104 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $104 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $104 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $104 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $104 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DAVID BROLL | IndividualWithBooksNm |
| Phone | 4848831797 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 STRAWBRIDGE LANE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY T BROLL | ||||||||
| 24 DOCKSIDE LANE 423 | KEY LARGO | FL | 330375261 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| CAROLYN BROLL OVERTON KELLY | ||||||||
| 36 MALLARD MILL RUN | WALLINGFORD | PA | 19086 | VICE-PRESIDENT | 1.00 | $7,500 | $0 | $0 |
| DAVID A BROLL | ||||||||
| 710 STRAWBRIDGE LANE | WAYNE | PA | 19087 | VICE-PRESIDENT | 1.00 | $7,500 | $0 | $0 |
| JULIE BROLL LORD | ||||||||
| 406 ROSEMONT PASS | NEWTOWN SQUARE | PA | 19073 | VICE-PRESIDENT | 1.00 | $7,500 | $0 | $0 |
| DANIEL W BROLL | ||||||||
| 50 RAMSEY AVE | RAMSEY | NJ | 07446 | VICE-PRESIDENT | 1.00 | $7,500 | $0 | $0 |
| GEOFFREY T BROLL | ||||||||
| 60 NOKOMIS AVE | SAN ANSELMO | CA | 94960 | VICE-PRESIDENT | 1.00 | $7,500 | $0 | $0 |
| STEVEN T BROLL | ||||||||
| 403 BRIGHTON CIRCLE | DEVON | PA | 19333 | VICE-PRESIDENT | 1.00 | $1,500 | $0 | $0 |
| NATALIE HERNANDEZ -HAVENS | ||||||||
| 5930 GLENBROOK WAY | ROCA BATON | FL | 33433 | VICE-PRESIDENT | 1.00 | $1,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,346,467 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,149 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,491,616 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,491,616 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,374 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,409,242 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $270,462 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $270,462 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $104 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $104 | TotalTaxAmt |
| Distributable Before Adj | $270,358 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $270,358 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $270,358 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $267,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $267,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $104 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $267,146 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,358 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $162,378 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $267,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $162,378 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $104,872 | 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 | $165,486 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2004-08-18 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR HOPE & SAFTEY | |||||||
| 12 OVERLOOK AVE | ROCHELLE PARK | NJ | 07662 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $9,000 |
| CHEYNEY UNIVERSITY | |||||||
| 1837 UNIVERSITY CIRCLE | CHEYNEY | PA | 19319 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $7,000 |
| COMMUNITY ARTS NORRISTOWN | |||||||
| 506 HAWS AVE | NORRISTOWN | PA | 19401 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $3,000 |
| COMMUNITY FOOD BANK OF NJ | |||||||
| 31 EVANS TERMINAL | HILLSIDE | NJ | 07205 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $9,000 |
| DAILY ACTS | |||||||
| 1364 NORTH MCDOWELL BLVD SUITE A2 | PETALUMA | CA | 94954 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| FIRST STEP OF CHESTER COUNTY | |||||||
| 100 CENTER STREET | CHESTER | SC | 29706 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 270 PEACHTREE STREET SUITE 1300 | ATLANTA | GA | 30303 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $4,500 |
| HELP US ADOPT | |||||||
| PO BOX 787 | NEW YORK | NY | 10150 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $3,000 |
| HELPHOPELIVE | |||||||
| 100 MATSONFORD ROAD SUITE 100 | RADNOR | PA | 19087 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $2,500 |
| MEWATER FOUNDATION | |||||||
| 4018 PACHECO STREET | SAN FRANCISCO | CA | 94116 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| NANTUCKET ATHENEUM DANCE FESTIVAL | |||||||
| 1 INDIA STREET | NANTUCKET | MA | 02554 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $2,500 |
| NANTUCKET COMMUNITY MUSIC CENTER | |||||||
| 11 CENTRE STREET | NANTUCKET | MA | 02554 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $2,500 |
| NANTUCKET COTTAGE HOSPITAL | |||||||
| 57 PROSPECT ST | NANTUCKET | MA | 02554 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $1,000 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| 15 BROAD ST | NANTUCKET | MA | 02554 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $2,500 |
| OCEAN REEF CHAPEL FOUNDATION | |||||||
| 1200 LEBANON RD 510 | WEST MIFFLIN | PA | 15122 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| ON THE ISLE | |||||||
| PO BOX 756 | SIASCONSET | MA | 02564 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| PHILABUNDANCE | |||||||
| 3616 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $14,000 |
| PHILADELPHIA YOUTH BASKETBALL | |||||||
| 1735 MARKET ST | PHILADELPHIA | PA | 19103 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $2,500 |
| SCONSET BEACH PRESERVATION FUND (SBPF) | |||||||
| PO BOX 2279 | NANTUCKET | MA | 02584 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $60,000 |
| SCONSET TRUST | |||||||
| 1 NEW ST | SIASCONSET | MA | 02564 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $3,250 |
| SQUASHSMARTS | |||||||
| 3890 NORTH 10TH STREET | PHILADELPHIA | PA | 19140 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $10,000 |
| STEPHEN FOSTER ELEMENTARY | |||||||
| 3471 SW 22ND STREET | FORT LAUDERDALE | FL | 33312 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $7,500 |
| UNIVERSITY OF RICHMOND | |||||||
| MARYLAND HALL 110 UR DRIVE | UNIVERSITY OF RICHMOND | VA | 23173 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| WAYNE PRESBYTERIAN CHURCH | |||||||
| 125 LANCASTER AVE | WAYNE | PA | 19087 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $5,000 |
| YOUTH MENTORING PARTNERSHIP | |||||||
| PO BOX 372 | PAOLI | PA | 19301 | NONE | PC | TO FUND THE RECIPIENT'S OPERATING BUDGET | $73,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $267,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $46,227 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,400 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$59,962 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $75,665 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $75,665 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST IS REINVESTED IN THE INVESTMENTS IT IS DERIVED FROM. |
| 4 | DIVIDEND INCOME DERIVED FROM INVESTMENTS HELD IN FOUNDATION. |
| 9 | CAPITAL GAINS AND LOSSES FROM SALE OF STOCK HELD IN FOUNDATION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR G BROLL JR CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE 423 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330375261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $37,915 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $4,985 | Amt |
| Net Investment Income | $2,493 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (22 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY 2.88% 10/15/27 | $69,733 | $77,842 |
| AMAZON.COM INC 2.50% 11/29/22 | $49,516 | $52,364 |
| AMERICAN EXPRESS CO 2.65%B 12/2/22 | $20,193 | $20,926 |
| APPLE INC 2.40% 5/3/23 | $46,597 | $52,853 |
| ASTRAZENECA PLC 2.375% 11/16/20 | $40,152 | $40,249 |
| BLACKROCK INC 4.25% 5/24/21 | $59,930 | $62,055 |
| CITIZENS FINANCIAL GROUP INC 2.85% 7/27/26 | $25,392 | $26,984 |
| CLOROX COMPANY 3.05% 9/15/22 | $35,402 | $36,914 |
| COVIDIEN INTL FN 2.95% 6/15/23 | $71,049 | $74,345 |
| DUKE ENERGY FLOAT% 9/8/20 | $50,004 | $49,750 |
| ENTERGY ARKANSAS 3.75% 2/15/21 | $40,777 | $40,518 |
| GILEAD SCIENCES INC 4.50% 4/1/21 | $50,306 | $50,999 |
| HEWLETT-PACKARD CO 3.75% 12/1/20 | $7,968 | $8,112 |
| NEXTERA ENERGY CAPITAL 4.50% 6/1/21 | $35,140 | $35,875 |
| PEPSICO INC 2.375% 10/06/2026 | $76,186 | $81,307 |
| PHILLIPS 66 4.3% 4/1/22 | $51,323 | $53,050 |
| US BANCORP 3.1% 4/27/26 | $55,149 | $60,986 |
| UNITED PARCEL SERVICE 3.125% 1/15/21 | $38,798 | $40,616 |
| UNITED TECHNOLOGIES CORP 3.95% 8/16/25 | $75,845 | $79,751 |
| VERIZON COMMUNICATIONS 3.5% 11/1/24 | $50,094 | $55,036 |
| WELLS FARGO & CO 3.30% 9/9/24 | $50,376 | $54,696 |
| ISHARES BARCLAYS MBS BD (MBB) | $98,078 | $100,073 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODS & CHEMS INC COM (APD) | $20,989 | $38,151 |
| AMERICAN TOWER CORPORATION (AMT) | $30,423 | $54,293 |
| APPLE INC COM (AAPL) | $15,696 | $90,835 |
| AUTOMATIC DATA PROCESSING INCOM (ADP) | $26,511 | $56,132 |
| BAXTER INTL INC COM (BAX) | $21,477 | $49,852 |
| BECTON DICKINSON & CO COM (BDX) | $24,851 | $52,639 |
| BLACKROCK INC (BLK) | $14,768 | $50,600 |
| CVS HEALTH CORPORATION (CVS) | $60,550 | $63,736 |
| CHEVRON CORPORATION (CVX) | $20,396 | $26,055 |
| CISCO SYS INC COM (CSCO) | $53,340 | $67,628 |
| COCA COLA CO COM (KO) | $19,374 | $28,551 |
| COMCAST CORP NEW - CL. A (CMCSA) | $37,452 | $52,233 |
| COSTCO WHSL CORP NEW COM (COST) | $39,296 | $39,417 |
| DISNEY WALT CO COM DISNEY (DIS) | $26,237 | $56,536 |
| DOLLAR GENERAL CORP (DG) | $65,383 | $75,251 |
| DUPONT DE NEMOURS INC (DD) | $10,854 | $11,689 |
| ECOLAB INC (ECL) | $40,805 | $42,177 |
| GENUINE PARTS CO COM (GPC) | $33,911 | $42,610 |
| HONEYWELL INTL INC COM (HON) | $54,489 | $57,402 |
| JPMORGAN CHASE & CO COM (JPM) | $20,601 | $48,065 |
| JOHNSON & JOHNSON COM (JNJ) | $30,917 | $59,768 |
| LOWES COS INC COM (LOW) | $37,866 | $58,777 |
| MASTERCARD INC CLASS A (MA) | $17,678 | $74,516 |
| MCDONALDS CORP COM (MCD) | $38,736 | $36,894 |
| MERCK & CO. INC. (MRK) | $30,792 | $52,120 |
| MICROSOFT CORP COM (MSFT) | $10,285 | $85,881 |
| ORACLE CORP COM (ORCL) | $47,678 | $64,887 |
| PEPSICO INC COM (PEP) | $40,323 | $59,782 |
| PHILIP MORRIS INTERNATIONAL (PM) | $51,199 | $45,399 |
| RAYTHEON TECHNOLOGIES CORP (RTX) | $50,383 | $43,134 |
| S&P GLOBAL INC (SPGI) | $28,529 | $50,410 |
| STARBUCKS CORP (SBUX) | $41,063 | $52,617 |
| TJX COS INC NEW COM (TJX) | $28,520 | $54,504 |
| TRUIST FINANCIAL CORP (TFC) | $98,799 | $67,477 |
| UNITED PARCEL SERVICE INC CL B (UPS) | $41,386 | $53,589 |
| UNITEDHEALTH GROUP INC COM (UNH) | $11,647 | $58,400 |
| VANGUARD FTSE ALL-WORLD EX-US SMCAP (VSS) | $53,769 | $54,977 |
| VANGUARD FTSE PACIFIC ETF (VPL) | $120,802 | $121,381 |
| VERIZON COMMUNICATIONS INC COM (VZ) | $29,060 | $38,370 |
| ISHARES CORE MSCI EAFE ETF (IEFA) | $169,133 | $175,081 |
| ISHARES CORE MSCI EMERGING (IEMG) | $408,269 | $397,650 |
| ISHARES S&P 500 INDEX FUND (IVV) | $218,594 | $273,456 |
| ISHARES S&P MIDCAP 400 INDEX (IJH) | $42,331 | $95,134 |
| ISHARES S&P SMALLCAP 600 FND (IJR) | $168,605 | $225,903 |
| ACCENTURE PLC ADR (ACN) | $11,710 | $57,545 |
| DIAGEO P L C SPON ADR NEW (DEO) | $49,473 | $50,396 |
| MEDTRONIC PLC ADR (MDT) | $31,958 | $39,890 |
| ACCRUED INCOME | $0 | $11,369 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $168,084 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $177,295 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INSURANCE POLICY - GEN AMER DB $1.2M 1/7 POLICY# XXX4761 | AT COST | $116,342 | $38,784 |
| INSURANCE POLICY - GEN AMER DB $1.2M 1/7 POLICY# XXX4765 | AT COST | $116,090 | $40,495 |
| INSURANCE POLICY - GEN AMER DB $1.2M 1/7 POLICY# XXX4767 | AT COST | $126,005 | $43,553 |
| INSURANCE POLICY - GEN AMER DB $1.2M 1/7 POLICY# XXX4770 | AT COST | $156,541 | $55,397 |
| INSURANCE POLICY - GEN AMER DB $1.2M 1/7 POLICY# XXX4773 | AT COST | $130,637 | $43,903 |
| INSURANCE POLICY - GEN AMER DB $1.5M 11/5 POLICY #XXX3581 | AT COST | $597,098 | $192,134 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER BOOK / TAX DIFFERENCES | Desc |
| Amt | $660 | Amt |
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 |
|---|---|---|---|---|
| FEES TO GEN AMER. LIFE INS. CO. | $92,313 | $92,313 | $0 | $0 |
| MISCELLANEOUS EXPENSES | $191 | $0 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES HAVERFORD TRUST | CategoryTxt |
| Amt | $30,469 | Amt |
| Net Investment Income | $30,469 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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