CHILD DEVELOPMENT CENTER & THE PINES: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CHILD DEVELOPMENT CENTER & THE PINES (EIN 23-6398029)
- Tax period
- 2024-04-01 to 2025-03-31
- Filed
- 2025-08-06
- IRS object ID
- 202532189349100718
- Schema version
- 2024v5.2
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Other Schedule2
- Other Decreases Schedule
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-08-06T10:01:29-05:00 | ReturnTs |
| Tax Period End | 2025-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 920460586 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PWC US TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 GRANT STREET 45TH FLOOR | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236398029 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILD DEVELOPMENT CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHIL | BusinessNameControlTxt |
| Phone | 8887304933 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 505 MAC H0006-092 | AddressLine1Txt |
| City | SAINT LOUIS | CityNm |
| State Abbreviation | MO | StateAbbreviationCd |
| ZIP | 63166 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | - | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8887304933 | PhoneNum |
| Signature | 2025-07-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAURA B STROBEL | PreparerPersonNm |
| PTIN | P01271955 | PTIN |
| Phone | 4123556000 | PhoneNum |
| Preparation | 2025-07-07 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $667,727 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,085 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,085 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,650 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $238,991 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,650 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $25,735 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,735 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $10,845 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $8,134 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $2,711 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,537 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,537 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $337 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $148 | 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 |
| Tot Opr Expenses Rev And Expnss | $12,719 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $8,282 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,248 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,508 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,508 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $40,227 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $8,282 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $31,756 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$14,492 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $17,453 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $18,590 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $26,952 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $26,952 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $566,291 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $542,947 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $640,775 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $584,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $569,899 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $667,727 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $584,881 | CapitalStockBOYAmt |
| Capital Stock EOY | $569,899 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $584,881 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $569,899 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $584,881 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $569,899 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $584,881 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$14,492 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2 | OtherIncreasesAmt |
| Subtotal | $570,391 | SubtotalAmt |
| Other Decreases | $492 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $569,899 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 13. GOLDMAN ACTIVEBETA US LC ETF | 2019-08-07 | 2024-04-18 | $1,287 | $750 | $537 | $537 | |
| 83. GLDMN SCHS GQG PRT INTL-R6 4946 | 2023-05-12 | 2024-04-18 | $1,807 | $1,480 | $327 | $327 | |
| 27. ISHARES CORE S&P TOTAL U.S. ETF | 2019-02-21 | 2024-04-18 | $2,966 | $1,715 | $1,251 | $1,251 | |
| 1029. PIMCO COMMODITY REAL RET STRAT-I45 | 2021-08-10 | 2024-04-18 | $13,809 | $19,813 | -$6,004 | -$6,004 | |
| 453.372 T ROWE PR OVERSEAS STOCK-I #521 | 2023-05-12 | 2024-04-18 | $5,644 | $5,427 | $217 | $217 | |
| 67.172 T ROWE PR OVERSEAS STOCK-I #521 | 2024-01-26 | 2024-04-18 | $836 | $828 | $8 | $8 | |
| 1076.456 T ROWE PR OVERSEAS STOCK-I #521 | 2021-08-10 | 2024-04-18 | $13,402 | $14,415 | -$1,013 | -$1,013 | |
| 9. TOUCHSTONE MID CAP-R6 #355 | 2020-05-07 | 2024-04-18 | $475 | $307 | $168 | $168 | |
| 2. VANGUARD MIDCAP VIPER | 2020-06-12 | 2024-04-18 | $472 | $321 | $151 | $151 | |
| 2576. BAIRD AGGREGATE BOND FUND-INST 72 | 2021-09-24 | 2024-07-23 | $25,168 | $29,624 | -$4,456 | -$4,456 | |
| 16. GOLDMAN ACTIVEBETA US LC ETF | 2019-08-07 | 2024-07-23 | $1,746 | $923 | $823 | $823 | |
| 16.082 JENSEN QUALITY GROWTH-Y #6299 | 2024-04-19 | 2024-07-23 | $1,026 | $940 | $86 | $86 | |
| 641.337 JENSEN QUALITY GROWTH-Y #6299 | 2019-10-21 | 2024-07-23 | $40,911 | $33,367 | $7,544 | $7,544 | |
| 55. VANGUARD MIDCAP VIPER | 2020-03-25 | 2024-07-23 | $13,780 | $7,782 | $5,998 | $5,998 | |
| 2331. BAIRD AGGREGATE BOND FUND-INST 72 | 2021-09-24 | 2024-08-19 | $23,287 | $25,827 | -$2,540 | -$2,540 | |
| 9. GOLDMAN ACTIVEBETA US LC ETF | 2019-08-07 | 2024-08-19 | $986 | $519 | $467 | $467 | |
| 21. ISHARES CORE S&P TOTAL U.S. ETF | 2024-07-23 | 2024-08-19 | $2,563 | $2,557 | $6 | $6 | |
| 18. ISHARES CORE MSCI EMERGING ETF | 2021-03-26 | 2024-08-19 | $990 | $1,145 | -$155 | -$155 | |
| 2387. PIMCO TOTAL RET FD-INST #35 | 2019-02-22 | 2024-08-19 | $20,862 | $24,328 | -$3,466 | -$3,466 | |
| 15. PIMCO ENHANCED SHORT MATURITY ETF | 2024-04-18 | 2024-08-19 | $1,506 | $1,508 | -$2 | -$2 | |
| 186. PIMCO ENHANCED SHORT MATURITY ETF | 2023-05-11 | 2024-08-19 | $18,675 | $18,474 | $201 | $201 | |
| 56. T ROWE PR OVERSEAS STOCK-I #521 | 2023-05-12 | 2024-08-19 | $761 | $671 | $90 | $90 | |
| 69. BAIRD AGGREGATE BOND FUND-INST 72 | 2022-04-25 | 2024-08-26 | $691 | $707 | -$16 | -$16 | |
| 8. GOLDMAN ACTIVEBETA US LC ETF | 2019-08-07 | 2024-08-26 | $883 | $461 | $422 | $422 | |
| 33. GLDMN SCHS GQG PRT INTL-R6 4946 | 2023-05-12 | 2024-08-26 | $780 | $588 | $192 | $192 | |
| 22. ISHARES CORE S&P TOTAL U.S. ETF | 2024-07-23 | 2024-08-26 | $2,706 | $2,679 | $27 | $27 | |
| 13. ISHARES CORE MSCI EAFE ETF | 2024-04-18 | 2024-08-26 | $997 | $921 | $76 | $76 | |
| 142. TCW EMRG MRKTS INC-PLAN #5721 | 2019-10-21 | 2024-08-26 | $946 | $1,175 | -$229 | -$229 | |
| 17. TOUCHSTONE MID CAP-R6 #355 | 2020-05-07 | 2024-08-26 | $965 | $579 | $386 | $386 | |
| 3. VANGUARD MIDCAP VIPER | 2020-03-25 | 2024-08-26 | $769 | $386 | $383 | $383 | |
| 1260. BAIRD AGGREGATE BOND FUND-INST 72 | 2022-04-25 | 2025-03-20 | $12,424 | $12,902 | -$478 | -$478 | |
| 47. FIDELITY NEW MRKTS INC-Z #3323 | 2015-11-20 | 2025-03-20 | $611 | $708 | -$97 | -$97 | |
| 3. GOLDMAN ACTIVEBETA US LC ETF | 2019-08-07 | 2025-03-20 | $332 | $173 | $159 | $159 | |
| 225. EMBARK COMMODITY STRAT-RTR | 2024-04-19 | 2025-03-20 | $2,457 | $2,435 | $22 | $22 | |
| 9. ISHARES CORE MSCI EMERGING ETF | 2021-03-26 | 2025-03-20 | $497 | $572 | -$75 | -$75 | |
| 778.304 PIMCO TOTAL RET FD-INST #35 | 2019-02-22 | 2025-03-20 | $6,763 | $7,806 | -$1,043 | -$1,043 | |
| 114. PIMCO COMMODITY REAL RET STRAT-I45 | 2021-08-10 | 2025-03-20 | $1,627 | $2,087 | -$460 | -$460 | |
| 538. T ROWE PR OVERSEAS STOCK-I #521 | 2023-05-12 | 2025-03-20 | $7,403 | $6,441 | $962 | $962 | |
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P | |||||
| CAPITAL GAIN DIVIDENDS | $5,181 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,650 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $243 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $243 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $216 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $216 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $27 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WELLS FARGO BANK NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8003523705 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL 5D4001-052 | AddressLine1Txt |
| City | WINSTON SALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (true) | MaintainedExpenditureRspnsInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WELLS FARGO BANK N A | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N MAIN ST FL 5D4001-052 | AddressLine1Txt |
| City | WINSTONSALEM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $10,845 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $655,619 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,577 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $685,196 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $685,196 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $10,278 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $674,918 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $33,746 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $33,746 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $243 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $243 | TotalTaxAmt |
| Distributable Before Adj | $33,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $33,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $33,503 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $31,756 | 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 | $31,756 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $33,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,508 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $31,756 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,508 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,248 | 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 | $29,255 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILD DEVELOPMENT FOUNDATION | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W JOHNSON HWY SUITE 7 | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PF | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CHARITABLE PURPOSES | GrantOrContributionPurposeTxt |
| Amt | $27,508 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,508 | 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 |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,085 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,650 | 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 | $25,735 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $25,735 | 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 | $1,537 | Amt |
| Disbursements Charitable Prps | $1,537 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHILD DEVELOPMENT FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 W JOHNSON HWY STE 7 | AddressLine1Txt |
| City | NORRISTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194012007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2024-12-31 | GrantDt |
| Grant | $27,508 | GrantAmt |
| Purpose Of Grant | PROVIDE GRANTS TO FEDERALLY TAX-EXEMPT SERVICE AGENCIES THAT PERFORM MEDICAL, PSYCHOLOGICAL, THERAPEUTIC, TEACHING, DIAGNOSTIC, EVALUATION. | PurposeOfGrantTxt |
| Expended By Grantee | $27,508 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE FOUNDATION'S KNOWLEDGE, THE FUNDS WERE USED FOR THE INTENDED PURPOSES | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 5/23/2025 | DatesOfReportsByGranteeTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 31641Q755 FIDELITY NEW MRKTS I | AT COST | $14,703 | $13,030 |
| 46434G103 ISHARES CORE MSCI EM | AT COST | $14,770 | $12,737 |
| 693390700 PIMCO TOTAL RET FD-I | AT COST | $27,283 | $26,328 |
| 77956H435 T ROWE PR OVERSEAS S | AT COST | $11,387 | $12,698 |
| 464287150 ISHARES CORE S&P TOT | AT COST | $78,075 | $144,094 |
| 381430503 GOLDMAN ACTIVEBETA U | AT COST | $23,582 | $45,903 |
| 476313408 JENSEN QUALITY GROWT | |||
| 922908629 VANGUARD MIDCAP VIPE | AT COST | $16,071 | $26,121 |
| 74440Y884 PGIM HIGH YIELD-Q 10 | AT COST | $20,501 | $19,861 |
| 722005667 PIMCO COMMODITY REAL | AT COST | $13,765 | $13,395 |
| 256219106 DODGE & COX STOCK FU | AT COST | $24,306 | $25,675 |
| 89155T490 TOUCHSTONE MID CAP-R | AT COST | $16,622 | $26,137 |
| 057071854 BAIRD AGGREGATE BOND | AT COST | $67,312 | $65,679 |
| 872365713 TCW EMRG MRKTS INC-P | AT COST | $31,318 | $26,018 |
| 38147N269 GLDMN SCHS GQG PRT I | AT COST | $16,749 | $19,541 |
| 72201R833 PIMCO ENHANCED SHORT | |||
| 41152J108 EMBARK COMMODITY STR | AT COST | $25,218 | $26,294 |
| 41152J306 EMBARK SMALL CAP EQU | AT COST | $21,303 | $19,451 |
| 46432F842 ISHARES CORE MSCI EA | AT COST | $24,185 | $25,267 |
| 56063N881 NYLI MACKAY HIGH YIL | AT COST | $26,649 | $26,343 |
| 74256W584 PRINCIPAL MIDCAP FUN | AT COST | $19,471 | $19,968 |
| 81369Y506 AMEX ENERGY SELECT S | AT COST | $13,324 | $13,644 |
| 969251636 WILLIAM BLAIR LRG CA | AT COST | $36,353 | $32,591 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| MUTUAL FUND TIMING ADJ | $491 |
| ROUNDING | $1 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX LOT BASIS ADJUSTMENT | Desc |
| Amt | $2 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $108 | $108 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $189 | $0 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $40 | $40 | $0 |
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