THOMAS AND CAROLYN LANGFITT FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS AND CAROLYN LANGFITT FAMILY FOUNDATION (EIN 25-6757723)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-04-29
- IRS object ID
- 202131199349100923
- 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
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-29T14:00:05-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320274136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256757723 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS & CAROLYN LANGFITT FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LANG | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GLENMEDE TRUST CO NA 1650 MAR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID D LANGFITT ESQ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2021-04-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG SHUAI CPA | PreparerPersonNm |
| PTIN | P01321359 | PTIN |
| Phone | 2154196000 | PhoneNum |
| Preparation | 2021-04-11 | PreparationDt |
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 | $2,277,822 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $34,015 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $34,015 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$12,370 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $563,250 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $21,645 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $34,015 | TotalNetInvstIncmAmt |
| 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 |
| Accounting Fees Rev And Expnss | $3,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $14,945 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,956 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $551 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $551 | 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 | $7 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $7 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $19,003 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,507 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $99,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $99,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,003 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,507 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$96,358 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $71,713 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $18,498 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $18,498 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $1,663,109 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,620,089 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,259,324 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,734,822 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,638,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,277,822 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $1,734,822 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,638,587 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,734,822 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,638,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,734,822 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,638,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,734,822 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$96,358 | ExcessRevenueOverExpensesAmt |
| Other Increases | $123 | OtherIncreasesAmt |
| Subtotal | $1,638,587 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,638,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (126 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 2498.167 AQR STYLE PREMIA ALTERNATIVE FUND | 2015-09-16 | 2020-07-24 | $16,238 | $24,872 | -$8,634 | -$8,634 | |
| 2192.433 AQR MULTI ASSET FUND | 2018-03-09 | 2020-07-24 | $19,995 | $21,043 | -$1,048 | -$1,048 | |
| 34. AMETEK INC | 2018-09-25 | 2020-11-20 | $3,997 | $2,719 | $1,278 | $1,278 | |
| 5. AMETEK INC | 2018-09-25 | 2020-11-23 | $589 | $400 | $189 | $189 | |
| 12. APPLE COMPUTER INC. | 2006-07-06 | 2020-07-09 | $4,609 | $98 | $4,511 | $4,511 | |
| 9. APPLE COMPUTER INC. | 2006-07-06 | 2020-08-21 | $4,436 | $74 | $4,362 | $4,362 | |
| 35. APPLE COMPUTER INC. | 2006-07-06 | 2020-09-08 | $4,058 | $72 | $3,986 | $3,986 | |
| 5. BIOGEN IDEC INC | 2018-03-09 | 2020-02-05 | $1,708 | $1,426 | $282 | $282 | |
| 1567.244 BLACKROCK STRATEGIC INCOME OPP DTD 9/17/2018 | 2013-12-04 | 2020-03-16 | $14,936 | $15,705 | -$769 | -$769 | |
| 6.733 BLACKROCK STRATEGIC INCOME OPP DTD 9/17/2018 | 2019-12-23 | 2020-03-16 | $64 | $67 | -$3 | -$3 | |
| 1. BOEING CO. | 2016-02-03 | 2020-01-21 | $308 | $120 | $188 | $188 | |
| 13. BOEING CO. | 2019-12-27 | 2020-01-21 | $4,010 | $4,306 | -$296 | -$296 | |
| 49. BOEING CO. | 2016-02-03 | 2020-03-20 | $4,721 | $5,865 | -$1,144 | -$1,144 | |
| 4634.88 BROOKFIELD GLOBAL LISTED REAL ESTATE FD | 2017-08-30 | 2020-10-16 | $48,481 | $60,646 | -$12,165 | -$12,165 | |
| 2. CARRIER GLOBAL CORPORATION COM | 2019-12-27 | 2020-04-20 | $29 | $52 | -$23 | -$23 | |
| 100. CARRIER GLOBAL CORPORATION COM | 2017-10-12 | 2020-04-20 | $1,442 | $2,036 | -$594 | -$594 | |
| 12. CARTER'S INC | 2019-12-27 | 2020-06-23 | $1,010 | $1,323 | -$313 | -$313 | |
| 19. CHEVRON CORP | 2020-02-28 | 2020-07-09 | $1,616 | $1,763 | -$147 | -$147 | |
| 2335.003 DFA WORLD EX US CORE EQUITY INTL | 2019-10-25 | 2020-04-16 | $20,385 | $25,989 | -$5,604 | -$5,604 | |
| 21. DOLLAR GENERAL CORP | 2018-09-25 | 2020-01-07 | $3,201 | $2,275 | $926 | $926 | |
| 69. DOLLAR TREE INC | 2015-09-16 | 2020-01-07 | $6,348 | $4,644 | $1,704 | $1,704 | |
| 4314.064 GLENMEDE FUND INC-CORE FIXED INCOME PORT | 2011-12-13 | 2020-03-16 | $50,000 | $50,019 | -$19 | -$19 | |
| 1816.67 GLENMEDE QUANT US LONG/SHORT EQUITY | 2015-08-12 | 2020-07-24 | $20,056 | $21,037 | -$981 | -$981 | |
| 2948.618 GLENMEDE QUANT US LARGE CAP GROWTH | 2006-11-09 | 2020-04-16 | $79,672 | $44,973 | $34,699 | $34,699 | |
| 407.364 GLENMEDE QUANT US LARGE CAP GROWTH | 2019-12-13 | 2020-04-16 | $11,007 | $12,469 | -$1,462 | -$1,462 | |
| 311.792 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2019-12-13 | 2020-04-16 | $6,679 | $8,465 | -$1,786 | -$1,786 | |
| 1455.581 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2006-03-24 | 2020-04-16 | $31,179 | $25,678 | $5,501 | $5,501 | |
| 167. HALLIBURTON CO. | 2017-08-14 | 2020-02-28 | $2,799 | $6,700 | -$3,901 | -$3,901 | |
| 200. HALLIBURTON CO. | 2019-07-10 | 2020-02-28 | $3,352 | $4,730 | -$1,378 | -$1,378 | |
| 124.481 OAKMARK INTERNATIONAL INSTITUTIONAL FD | 2019-10-25 | 2020-04-16 | $1,941 | $3,000 | -$1,059 | -$1,059 | |
| 955.098 OAKMARK INTERNATIONAL INSTITUTIONAL FD | 2018-08-24 | 2020-04-16 | $14,890 | $24,842 | -$9,952 | -$9,952 | |
| 2. HOME DEPOT INC. | 2011-10-13 | 2020-01-07 | $436 | $68 | $368 | $368 | |
| 4. HOME DEPOT INC. | 2019-12-27 | 2020-01-07 | $872 | $883 | -$11 | -$11 | |
| 12. HOME DEPOT INC. | 2011-10-13 | 2020-03-05 | $2,857 | $410 | $2,447 | $2,447 | |
| 14. ELI LILLY & CO. | 2019-10-24 | 2020-07-09 | $2,353 | $1,512 | $841 | $841 | |
| 8. ELI LILLY & CO. | 2019-10-24 | 2020-09-08 | $1,190 | $864 | $326 | $326 | |
| 1222.517 MATTHEWS JAPAN FUND INST | 2017-08-14 | 2020-01-02 | $26,639 | $27,012 | -$373 | -$373 | |
| 98.355 MATTHEWS JAPAN FUND INST | 2019-12-17 | 2020-01-02 | $2,143 | $2,123 | $20 | $20 | |
| 57. OMNICOM GROUP | 2007-07-10 | 2020-06-05 | $3,535 | $2,701 | $834 | $834 | |
| 68. OMNICOM GROUP | 2008-01-18 | 2020-07-09 | $3,518 | $2,955 | $563 | $563 | |
| 36. ORACLE CORP | 2003-08-22 | 2020-07-09 | $2,067 | $445 | $1,622 | $1,622 | |
| 1. OTIS WORLDWIDE CORP COM | 2019-12-27 | 2020-05-21 | $52 | $77 | -$25 | -$25 | |
| 50. OTIS WORLDWIDE CORP COM | 2017-10-12 | 2020-05-21 | $2,624 | $3,052 | -$428 | -$428 | |
| 19. PARKER-HANNIFIN CORP. | 2016-05-04 | 2020-11-20 | $5,086 | $2,143 | $2,943 | $2,943 | |
| 2. PARKER-HANNIFIN CORP. | 2016-05-04 | 2020-11-23 | $543 | $226 | $317 | $317 | |
| 2642.708 PIMCO ALL ASSETS AUTH -IS | 2011-08-18 | 2020-07-24 | $20,481 | $28,414 | -$7,933 | -$7,933 | |
| .471 RAYTHEON TECHNOLOGIES CORP | 2020-04-03 | 2020-04-03 | $23 | $23 | $23 | ||
| 19. RAYTHEON TECHNOLOGIES CORP | 2017-10-12 | 2020-05-14 | $1,008 | $1,290 | -$282 | -$282 | |
| 2. RAYTHEON TECHNOLOGIES CORP | 2019-12-27 | 2020-05-14 | $106 | $172 | -$66 | -$66 | |
| 52. SMITH & NEPHEW PLC -SPON ADR | 2018-09-25 | 2020-11-05 | $1,926 | $1,937 | -$11 | -$11 | |
| 310. SMITH & NEPHEW PLC -SPON ADR | 2018-09-25 | 2020-11-06 | $11,421 | $11,547 | -$126 | -$126 | |
| 1196.172 TIAA CREF HIGH YIELD FUND - IN DTD 5/1/2012 | 2018-03-09 | 2020-03-16 | $10,000 | $11,519 | -$1,519 | -$1,519 | |
| 20. TRACTOR SUPPLY | 2020-01-22 | 2020-06-23 | $2,625 | $1,864 | $761 | $761 | |
| 1000. UNITED STATES COMMODITY INDEX FUND | 2011-02-04 | 2020-04-16 | $25,787 | $56,782 | -$30,995 | -$30,995 | |
| 2148.226 VANGUARD MARKET NEUTRAL FUND | 2016-05-04 | 2020-04-16 | $20,816 | $26,100 | -$5,284 | -$5,284 | |
| 10. WAL MART STORES INC. | 2019-12-27 | 2020-01-07 | $1,165 | $1,196 | -$31 | -$31 | |
| 19. WELLS FARGO CO | 2019-12-27 | 2020-04-24 | $503 | $1,026 | -$523 | -$523 | |
| 3. WELLS FARGO CO | 2019-12-27 | 2020-04-24 | $79 | $162 | -$83 | -$83 | |
| 6. WELLS FARGO CO | 2019-12-27 | 2020-04-24 | $159 | $324 | -$165 | -$165 | |
| 150. WELLS FARGO CO | 2012-04-02 | 2020-05-14 | $3,598 | $5,192 | -$1,594 | -$1,594 | |
| 13. WELLS FARGO CO | 2019-12-27 | 2020-05-14 | $312 | $702 | -$390 | -$390 | |
| 100. WELLS FARGO CO | 2019-07-10 | 2020-05-14 | $2,398 | $4,722 | -$2,324 | -$2,324 | |
| 8. ACCENTURE PLC | 2015-09-16 | 2020-07-09 | $1,758 | $792 | $966 | $966 | |
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P | |||||
| CAPITAL GAIN DIVIDENDS | $21,414 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$12,370 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $299 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $299 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $299 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $876 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $876 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $577 | OverpaymentAmt |
| Applied To ES Tax | $300 | AppliedToESTaxAmt |
| Refund | $277 | 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 | 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 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| CAROLYN PAYNE LANGFITT | ||||||
| 1650 MARKET STREET ST 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1 | $0 |
| DAVID D LANGFITT ESQ | ||||||
| 1650 MARKET STREET ST 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1 | $0 |
| FRANK D LANGFITT | ||||||
| 1650 MARKET STREET ST 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1 | $0 |
| DR JOHN T LANGFITT | ||||||
| 1650 MARKET STREET ST 1200 | PHILADELPHIA | PA | 19103 | TRUSTEE | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,964,314 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $91,168 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,055,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,055,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,832 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,024,650 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,233 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,233 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $299 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $299 | TotalTaxAmt |
| Distributable Before Adj | $100,934 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,934 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,934 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,507 | 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 | $102,507 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $102,507 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,934 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $5,729 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,484 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $5,368 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,597 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,766 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $36,944 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,507 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,934 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,573 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $38,517 | 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 | $5,729 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $32,788 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,484 | ExcessFromYear4Amt |
| Excess From Year3 | $5,368 | ExcessFromYear3Amt |
| Excess From Year2 | $13,597 | ExcessFromYear2Amt |
| Excess From Year1 | $7,766 | ExcessFromYear1Amt |
| Excess From Current Year | $1,573 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | THOMAS CAROLYN LANGFITT | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| 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 SCHEDULE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | SEE SCHEDULE ATTACHED | AddressLine1Txt |
| City | SEE SCHEDULE ATTACHED | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | SEE SCHEDULE ATTACHED | GrantOrContributionPurposeTxt |
| Amt | $99,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $99,000 | 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 | $34,015 | 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 | -$12,370 | 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 | $21,645 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $21,645 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,500 | Amt |
| Disbursements Charitable Prps | $3,500 | DisbursementsCharitablePrpsAmt |
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 | $7 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ROUNDING | $3 |
| MISC ADJUSTMENT | $120 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $14,945 | Amt |
| Net Investment Income | $11,956 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $60 | $60 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $380 | $380 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $111 | $111 | $0 |
Comments