GERMESHAUSEN FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
GERMESHAUSEN FOUNDATION INC (EIN 04-3485516)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-12
IRS object ID
202123169349104567
Schema version
2020v4.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2021-11-12T16:40:41-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN232628118PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DRUCKER & SCACCETTI PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11600 MARKET STREET SUITE 3300AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN043485516EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERMESHAUSEN FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGERMBusinessNameControlTxt
Phone6177176383PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1606 W WAYNE AVENUEAddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonROSALIND W SUTCHPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6177176383PhoneNum
Signature2021-11-03SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstROSALINDPersonFirstNm
Person LastSUTCHPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCHRISTOPHER J CATARINO CPAPreparerPersonNm
PTINP01578191PTIN
Phone2156653960PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$33,014,997FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$402,446DividendsRevAndExpnssAmt
Dividends Net Invst Incm$397,947DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,703,524NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$7,610,961GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,703,524CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,691OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$4,480OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,109,661TotalRevAndExpnssAmt
Total Net Invst Incm$2,096,991TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$76,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$76,000CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$19,200AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$6,827AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$12,373AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$305,023OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$274,796OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$30,227OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$54,913TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11,875TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$150TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$118,796OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20,637OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$12,561OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$573,932TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$314,135TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$131,311TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$1,168,875ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$1,168,875ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,742,807TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$314,135TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$1,300,186TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$366,854ExcessRevenueOverExpensesAmt
Net Investment Income$1,782,856NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$724,916CashBOYAmt
Cash EOY$367,150CashEOYAmt
Cash EOYFMV$367,150CashEOYFMVAmt
US Government Obligations BOY$1,819,809USGovernmentObligationsBOYAmt
US Government Obligations EOY$1,543,204USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$1,644,867USGovtObligationsEOYFMVAmt
Corporate Stock BOY$8,738,696CorporateStockBOYAmt
Corporate Stock EOY$8,543,256CorporateStockEOYAmt
Corporate Stock EOYFMV$14,608,813CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,222,085CorporateBondsBOYAmt
Corporate Bonds EOY$1,763,497CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,874,716CorporateBondsEOYFMVAmt
Other Investments BOY$9,760,376OtherInvestmentsBOYAmt
Other Investments EOY$10,421,838OtherInvestmentsEOYAmt
Other Investments EOYFMV$14,519,451OtherInvestmentsEOYFMVAmt
Total Assets BOY$22,265,882TotalAssetsBOYAmt
Total Assets EOY$22,638,945TotalAssetsEOYAmt
Total Assets EOYFMV$33,014,997TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$22,265,882CapitalStockBOYAmt
Capital Stock EOY$22,638,945CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$0RetainedEarningBOYAmt
Retained Earning EOY$0RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$22,265,882TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$22,638,945TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$22,265,882TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$22,638,945TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$22,265,882TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$366,854ExcessRevenueOverExpensesAmt
Other Increases$6,209OtherIncreasesAmt
Subtotal$22,638,945SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$22,638,945TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (25 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdSoldSoldDtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmt
CAMDEN PRIVATE CAPITAL III, LLCP2020-12-31$7,345$7,345
CAMDEN PRIVATE CAPITAL III, LLCP2020-12-31$239$239
MANNA TREE PARTNERS FUND I LPP2020-12-31$25,010$25,010
METROPOLITAN REAL ESTATE PARTNERS INTERNATIONAL III, LPP2020-12-31-$1,228-$1,228
METROPOLITAN REAL ESTATE PARTNERS INTERNATIONAL VI, LPP2020-12-31-$7,499-$7,499
MICROVEST SHORT DURATION FUND, LPP2020-12-31$332$332
MICROVEST SHORT DURATION FUND, LPP2020-12-31-$122-$122
MORGAN CREEK PARTNERS II, LPP2020-12-31$69,195$69,195
MORGAN CREEK PARTNERS II, LPP2020-12-31-$228-$228
PARTNERS CAPITAL CONDOR FUND II, LPP2020-12-31-$355-$355
PARTNERS CAPITAL CONDOR FUND II, LPP2020-12-31$5,738$5,738
PROJECT 11 VENTURES I, LPP2020-12-31-$9,679-$9,679
GEF USG FUND II, LPP2020-12-31$2,082$2,082
GEF USG FUND II, LPP2020-12-31$10,540$10,540
GEOFF II, LLP (GLYNN EMERGING OPPORTUNITY FUND II)P2020-12-31$2,563$2,563
UPRISING INVESTORS FUND I, LPP2020-12-31-$6,641-$6,641
SECTION 1250 GAINSP2020-12-31$276$276
PUBLICLY TRADED SECURITIES - LONG TERM$1,434,385$1,434,385$4,636,846$3,202,461
PUBLICLY TRADED SECURITIES - SHORT TERM$11,464$11,464$2,829,489$2,818,025
CAMDEN PRIVATE CAPITAL III, LLCP2020-12-31-$530-$530
METROPOLITAN REAL ESTATE PARTNERS INTERNATIONAL VI, LPP2020-12-31-$33-$33
MORGAN CREEK PARTNERS II, LPP2020-12-31$4,634$4,634
PARTNERS CAPITAL CONDOR FUND II, LPP2020-12-31$10$10
CUMBERLAND FARM LPP2020-12-31$11,400$11,400
CAPITAL GAINS DIVIDENDSP$144,626$144,626$144,626
FieldValueIRS element (for citing)
Capital Gain Net Income$1,703,524CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$24,782InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$24,782SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$24,782TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$37,640EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$8,500ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$46,140TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$21,358OverpaymentAmt
Applied To ES Tax$21,358AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateMAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.GERMESHAUSEN.ORGWebsiteAddressTxt
Individual With BooksBROWN ADVISORYIndividualWithBooksNm
Phone8572442210PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1100 HIGH ST 27TH FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
SARAH KEELY
606 W WAYNE AVENUEWAYNEPA19087ADJUNCT TRUSTEE1.00$13,000$0$0
ALYSSA PAINE
606 W WAYNE AVENUEWAYNEPA19087ADJUNCT TRUSTEE1.00$13,000$0$0
RICHARD KLAVANS
606 W WAYNE AVENUEWAYNEPA19087ADJUNCT TRUSTEE1.00$0$0$0
NANCY G KLAVANS
606 W WAYNE AVENUEWAYNEPA19087PRESIDENT AND TRUSTEE14.00$50,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BROWN ADVISORYBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1901 SOUTH BOND STREET STE 400AddressLine1Txt
CityBALTIMORECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21231ZIPCd
FieldValueIRS element (for citing)
Service TypeMANAGEMENT AND ADVISORY SERVICESServiceTypeTxt
Compensation$213,347CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$20,713,528AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$804,268AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$10,273,172FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$31,790,968TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$31,790,968AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$476,865CashDeemedCharitableAmt
Net Vl Noncharitable Assets$31,314,103NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,565,705MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,565,705MinimumInvestmentReturnAmt
Tax Based On Investment Income$24,782TaxBasedOnInvestmentIncomeAmt
Total Tax$24,782TotalTaxAmt
Distributable Before Adj$1,540,923DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,540,923DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,540,923DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$1,300,186ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$1,300,186QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$1,300,186AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,540,923DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$398,264ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$582,670ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$175,907ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$59,280ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$1,216,121TotalExcessDistributionCyovAmt
Qualifying Distributions$1,300,186QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$1,300,186AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$240,737ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$240,737ExcessDistributionCyovAppCYAmt
Total Corpus$975,384TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$157,527ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$817,857ExcessDistriCyovToNextYrAmt
Excess From Year4$582,670ExcessFromYear4Amt
Excess From Year3$175,907ExcessFromYear3Amt
Excess From Year2$59,280ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonSEE ATTACHED STATEMENTRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1606 W WAYNE AVENUEAddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Recipient Phone6177176383RecipientPhoneNum
Form And Info And MaterialsSEE STATEMENTFormAndInfoAndMaterialsTxt
Submission DeadlinesSEE STATEMENTSubmissionDeadlinesTxt
Restrictions On AwardsSEE STATEMENTRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ALEPH
7000 LINCOLN DRIVE B2PHILADELPHIAPA19119NONEPCGENERAL SUPPORT$500
ALEPH PNAI OR RABBI FUND
7000 LINCOLN DRIVE B2PHILADELPHIAPA19119NONEPCGENERAL SUPPORT$2,000
AMNESTY INTERNATIONAL
5 PENN PLAZA 16TH FLOORNEW YORKNY10001NONEPCGENERAL SUPPORT$200
CHESTER COUNTY FUND FOR WOMEN AND GIRLS
1025 ANDREW DR STE 200WEST CHESTERPA19380NONEPCSUPPORT FOR STRATEGIC PLANNING PROCESS$18,500
COLLEGE FOR SOCIAL INNOVATION
89 SOUTH STREET SUITE 407BOSTONMA02111NONEPCGENERAL SUPPORT$25,000
CRS LEARNING CENTER
6 LILA LANECLYDENC28721NONEPCGENERAL SUPPORT$2,500
DOCUMENTARY EDUCATIONAL RESOURCES
108 WATER STREET 5AWATERTOWNMA02472NONEPCGENERAL SUPPORT$10,000
ECS ST BARNABAS MISSION FOR THE HOMELESS
6006 WEST GIRARD AVEPHILADELPHIAPA19151NONEPCGENERAL SUPPORT$1,000
FOOD CORPS INC
1140 SE 7TH AVENUE SUITE 110PORTLANDOR97214NONEPCGENERAL SUPPORT$75,000
GOLDEN CRADLE
95 W GATE DRCHERRY HILLNJ08034NONEPCGENERAL SUPPORT$600
GRIST
710 SECOND AVENUE SUITE 860SEATTLEWA98104NONEPCGENERAL SUPPORT$135,000
HABITAT FOR HUMANITY
121 HABITAT STREETAMERICUSGA31709NONEPCGENERAL SUPPORT$200
OXFAM AMERICAN
226 CAUSEWAY STREET FIFTH FLOORBOSTONMA02114NONEPCGENERAL SUPPORT$200
PEACE FIRST
25 KINGSTON STREET 6TH FLOORBOSTONMA02111NONEPCGENERAL SUPPORT$300,000
PHILABUNDANCE
3616 S GALLOWAY STPHILADELPHIAPA19148NONEPCGENERAL SUPPORT$11,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEPCGENERAL SUPPORT$2,500
RIVERBEND ENVIRONMENTAL EDUCATION CENTER
1950 SPRING MILL ROADGLADWYNEPA19035NONEPCGENERAL SUPPORT$21,000
THE CELL THEATER
338 W 23RD STNEW YORKNY10011NONEPCGENERAL SUPPORT$2,000
THOMAS BERRY FOUNDATION
29 SPOKE DRIVEWOODBRIDGECT06525NONEPOFFORUM ON RELIGION AND ECOLOGY$80,000
TRUSTEES OF U OF PENNSYLVANIA
3451 WALNUT STREETPHILADELPHIAPA19104NONEPCGENERAL SUPPORT$500
TUFTS UNIVERSITY
BALLOU HALLBOSTONMA02155NONEPCGENERAL SUPPORT$500
WHYY
150 N SIXTH STPHILADELPHIAPA19106NONEPCGENERAL SUPPORT$3,025
WICD
100 HIGH STREET 10TH FLOORBOSTONMA02110NONEPCGENERAL SUPPORT$5,000
WILLISTOWN CONSERVATION TRUST
925 PROVIDENCE RDNEWTOWN SQUAREPA19073NONEPCGENERAL SUPPORT$1,500
WINSOR SCHOOL INC
103 PILGRIM ROADBOSTONMA02215NONEPCGENERAL SUPPORT$150
YALE UNIVERSITY
PO BOX 2038NEW HAVENCT06521NONEPCRELIGION AND ECOLOGY PROGRAM$150,000
ECOHEALTH ALLIANCE
520 8TH AVE STE 1200NEW YORKNY10018NONEPCGENERAL SUPPORT$1,000
DECORDOVA
51 SANDY POND RDLINCOLNMA01773NONEPCGENERAL SUPPORT$25,000
THE ALLIANCE CENTER DEMOCRACY PROJECT
1536 WYNKOOP ST SUITE 100DENVERCO80202NONEPCGENERAL SUPPORT$15,000
FULL FRAME INITIATIVE
308 MAIN STREET SUITE 2AGREENFIELDMA01301NONEPCGENERAL SUPPORT$30,000
HARVARD FELLOWSHIP
79 JFK STREETCAMBRIDGEMA02138NONEPCGENERAL SUPPORT$165,000
PIC FUNDRAISING
4205 SPRUCE STREETPHILADELPHIAPA19104NONEPCGENERAL SUPPORT$5,000
UPSTANDER
1300 SOLDIERS FIELDBOSTONMA02135NONEPCGENERAL SUPPORT$75,000
MIGHTY WRITERS GRANT
1501 CHRISTIAN STPHILADELPHIAPA19146NONEPCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$1,168,875TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion14ExclusionCd
Exclusion$402,446ExclusionAmt

Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion16ExclusionCd

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion14ExclusionCd
Exclusion$3,691ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Business523000BusinessCd
Exclusion18ExclusionCd
Exclusion$1,703,524ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$2,109,661ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,109,661TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryDRUCKER & SCACCETTICategoryTxt
Amt$19,200Amt
Net Investment Income$6,827NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,373DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierINFORMATION REGARDING CONTRIBUTION, GRANT, GIFT, LOAN, SCHOLARSHIP PROGRAMSIdentifierTxt
Form And Line ReferenceFORM 990-PF, PART XV, LINE 2A-2DFormAndLineReferenceDesc
Medium ExplanationTHE GERMESHAUSEN FOUNDATION IS WILLING TO ACCEPT LETTERS OF INQUIRYSEEKING SUPPORT FOR NEW IDEAS FOR ADDRESSING CHALLENGES IN OURSOCIETY WITHIN ITS FIELDS OF INTEREST. THE FOUNDATION SEEKS TOSUPPORT SMALLER ORGANIZATIONS WITH THE ENTREPRENEURIAL CAPACITY TODEVELOP AND SUSTAIN AN INITIATIVE OR PROGRAM. THE FOUNDATION'S FIELDS OF INTEREST INCLUDE INNOVATIVE APPROACHESTO POSITIVE CHANGE IN YOUTH CULTURE, LEADERSHIP DEVELOPMENT FORYOUNG ADULTS, ENVIRONMENTAL AND ECOLOGICAL VALUES, AND IMAGINATIVEMEDIA PROJECTS ON CURRENT ISSUES. IN ALL GRANTS, THE FOUNDATIONSEEKS TO ADVANCE THE IDEA OF INTERCONNECTEDNESS AMONG PEOPLE, ANDBETWEEN PEOPLE AND THE ENVIRONMENT. THE GERMESHAUSEN FOUNDATIONSTRIVES TO FIND INDIVIDUALS WITH A BOLD, INNOVATIVE IDEA AND THEPASSIONATE SPIRIT TO CARRY IT OUT. LETTERS OF INQUIRY MUST BE NO MORE THAN TWO PAGES AND DESCRIBE THEPURPOSE OF THE ORGANIZATION, ITS GOALS AND NEEDS, AND THE PROGRAMOR PURPOSE FOR WHICH FUNDING IS REQUESTED.PLEASE SUBMIT YOUR LETTER OF INQUIRY VIA THE LINK ON WWW.GERMESHAUSEN.ORG/PROCESS.HTM.MediumExplanationTxt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCORPORATE BONDSBondNm
EOY Book Value$1,763,497EOYBookValueAmt
EOYFMV$1,874,716EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
CORPORATE STOCK$8,312,422$14,141,440
NON-US EQUITIES$230,834$467,373

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$1,150,507USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$1,227,617USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$392,697StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$417,250StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (2 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
ALTERNATIVE INVESTMENTSAT COST$6,390,993$10,273,172
OTHER INVESTMENTS - FIXED FUNDSAT COST$4,030,845$4,246,279

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$3,565$0$3,565
DUES, MEMBERSHIPS & SUBSCRIPTIONS$7,004$0$7,004
NONDEDUCTIBLE EXPENSE - PARTNERSHIP$73,127$0$0
TRUSTEE REIMBURSEMENTS$1,992$0$1,992
OTHER LOSSES FROM PARTNERSHIPS$32,452$20,446$0
RENTAL LOSSES$656$191$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHER INCOMEDesc
Revenue And Expenses Per Books$3,691RevenueAndExpensesPerBooksAmt
Net Investment Income-$4,480NetInvestmentIncomeAmt
Adjusted Net Income$3,691AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescNONDIVIDEND DISTRIBUTIONSDesc
Amt$6,209Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$274,796$274,796$0
PHILANTHROPIC ADVISORY FEES$30,227$0$30,227

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$12,030$11,875$0
TAXES - OTHER$15$0$0
TAXES - FEDERAL$42,718$0$0
TAXES - MA$150$0$150

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