BRIAR HILL FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BRIAR HILL FOUNDATION INC (EIN 22-3846205)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-17
- IRS object ID
- 202031089349100203
- Schema version
- 2019v5.1
- 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
- Form 990-PF
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-17T08:57:11-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222092948 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHER & GREINER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 223846205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAR HILL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ARCHER & GREINER PC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIA | BusinessNameControlTxt |
| Phone | 8563543103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD G BARRY BETH N BARRY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8563543103 | PhoneNum |
| Signature | 2020-04-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER E DRISCOLL | PreparerPersonNm |
| PTIN | P00640414 | PTIN |
| Phone | 8567952121 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $272,535 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $4,773 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,773 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,972 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,105 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $9,878 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $9,878 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $944 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $944 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $186 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $186 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $944 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $20,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $20,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,130 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $20,944 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$11,252 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $9,692 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,588 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,075 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,075 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $216,868 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $205,174 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $265,460 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $223,456 | TotalAssetsBOYAmt |
| Total Assets EOY | $212,249 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $272,535 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $210,569 | CapitalStockBOYAmt |
| Capital Stock EOY | $210,614 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $12,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,635 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $223,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $212,249 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $223,456 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $212,249 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $223,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$11,252 | ExcessRevenueOverExpensesAmt |
| Other Increases | $45 | OtherIncreasesAmt |
| Subtotal | $212,249 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $212,249 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (21 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 141.007 GLENMEDE ADV SMALL CAP VALUE | P | 2018-12-14 | 2019-04-30 | $3,545 | $3,161 | $384 | $384 |
| 28.23 AQR STYLE PREM ALTERNATIVE FD | P | 2018-11-26 | 2019-10-15 | $245 | $260 | -$15 | -$15 |
| 120.858 GLENMEDE ADV SMALL CAP VALUE | P | 2006-10-30 | 2019-04-30 | $3,038 | $1,941 | $1,097 | $1,097 |
| 652.279 GLENMEDE ADV SMALL CAP VALUE | P | 2017-01-25 | 2019-04-30 | $16,398 | $19,640 | -$3,242 | -$3,242 |
| 226.106 AQR STYLE PREM ALTERNATIVE FD | P | 2018-01-24 | 2019-10-15 | $1,963 | $2,388 | -$425 | -$425 |
| 334.009 AQR MULTI ASSET FD | P | 2018-01-24 | 2019-10-15 | $3,303 | $3,400 | -$97 | -$97 |
| 195.413 GLENMEDE QUANT US LONG/SHORT EQTY | P | 2014-12-31 | 2019-10-15 | $2,312 | $2,194 | $118 | $118 |
| 204.461 VANGUARD MKT NEUTRAL FD | P | 2018-01-24 | 2019-10-15 | $2,200 | $2,429 | -$229 | -$229 |
| 172.486 AQR STYLE PREM ALTERNATIVE FD | P | 2018-01-24 | 2019-11-18 | $1,473 | $1,821 | -$348 | -$348 |
| 158.671 AQR MULTI ASSET FD | P | 2018-01-24 | 2019-11-18 | $1,603 | $1,615 | -$12 | -$12 |
| 88.968 GLENMEDE CORE FIXED INC PORT | P | 2016-12-14 | 2019-11-18 | $1,001 | $965 | $36 | $36 |
| 178.444 GLENMEDE INTERNATIONAL PORT | P | 2018-05-01 | 2019-11-18 | $2,504 | $2,771 | -$267 | -$267 |
| 19.221 GLENMEDE STRATEGIC EQTY PORT | P | 2006-02-23 | 2019-11-18 | $536 | $344 | $192 | $192 |
| 46.874 GLENMEDE STRATEGIC EQTY PORT | P | 2017-12-13 | 2019-11-18 | $1,306 | $1,133 | $173 | $173 |
| 134.956 GLENMEDE QUANT US LONG/SHORT EQTY | P | 2014-12-31 | 2019-11-18 | $1,641 | $1,516 | $125 | $125 |
| 37.83 GLENMEDE QUANT US LARGE CAP GROWTH | P | 2006-02-23 | 2019-11-18 | $1,295 | $466 | $829 | $829 |
| 10.161 GLENMEDE QUANT US LARGE CAP CORE EQTY | P | 2006-02-23 | 2019-11-18 | $283 | $124 | $159 | $159 |
| 92.674 GLENMEDE QUANT US LARGE CAP CORE EQTY | P | 2017-12-13 | 2019-11-18 | $2,579 | $2,593 | -$14 | -$14 |
| 51.653 TIAA CREF HI YLD FD | P | 2017-08-01 | 2019-11-18 | $500 | $511 | -$11 | -$11 |
| 134.295 VANGUARD MONEY NEUTRAL FD | P | 2018-01-24 | 2019-11-18 | $1,432 | $1,595 | -$163 | -$163 |
| CAPITAL GAINS DIVIDENDS | P | $6,815 | $6,815 | $6,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,105 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $20,558 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $277,986 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.073953 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,169 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $281,217 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.096612 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $17,433 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $265,091 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.065762 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $17,380 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $271,845 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.063933 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $17,369 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $279,416 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062162 | DistributionYr5Rt |
| Total Distribution | 0.362422 | TotalDistributionRt |
| Average Distribution | 0.072484 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $268,038 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $19,428 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $97 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $19,525 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $20,944 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $97 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $97 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $352 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $352 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $255 | OverpaymentAmt |
| Applied To ES Tax | $255 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | PETER E DRISCOLL ARCHER GREINER | IndividualWithBooksNm |
| Phone | 8563543103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD BARRY | ||||||||
| C/O ARCHER GREINER PO BOX 3000 | HADDONFIELD | NJ | 08033 | PRESIDENT/DIRECTOR | 0.10 | $0 | $0 | $0 |
| BETH BARRY | ||||||||
| C/O ARCHER GREINER PO BOX 3000 | HADDONFIELD | NJ | 08033 | SEC/TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARGARET B PLOSS | ||||||||
| C/O ARCHER GREINER PO BOX 3000 | HADDONFIELD | NJ | 08033 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EILEEN M BARRY | ||||||||
| C/O ARCHER GREINER PO BOX 3000 | HADDONFIELD | NJ | 08033 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $264,704 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,416 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $272,120 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $272,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,082 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $268,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $97 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $97 | TotalTaxAmt |
| Distributable Before Adj | $13,305 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,305 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,305 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $20,944 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $20,944 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $97 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $20,847 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,305 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $3,660 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $4,028 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $4,312 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,770 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $7,335 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $33,105 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $20,944 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,305 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $7,639 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $40,744 | 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 | $3,660 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $37,084 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $4,028 | ExcessFromYear4Amt |
| Excess From Year3 | $4,312 | ExcessFromYear3Amt |
| Excess From Year2 | $13,770 | ExcessFromYear2Amt |
| Excess From Year1 | $7,335 | ExcessFromYear1Amt |
| Excess From Current Year | $7,639 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD BARRY | ContributingManagerNm |
| 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 | VILLANOVA UNIVSCHOOL OF ENGINEERING | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LANCASTER AVE | AddressLine1Txt |
| City | VILLANOVA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY - COL | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EMISSIONS LAB ENGINEERING FD | GrantOrContributionPurposeTxt |
| Amt | $20,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $20,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,773 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,105 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,878 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,878 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS/FIXED INCOME | AT COST | $35,411 | $36,908 |
| MUTUAL FUNDS/LARGE CAP | AT COST | $69,139 | $126,195 |
| MUTUAL FUNDS/SMALL CAP | AT COST | $22,838 | $23,866 |
| MUTUAL FUNDS/INT'L EQUITIES | AT COST | $55,046 | $57,956 |
| ALTERNATIVE | AT COST | $22,740 | $20,535 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJ TO BALANCE | Desc |
| Amt | $45 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GLENMEDE TRUST - MANAGEMENT FEE | CategoryTxt |
| Amt | $944 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $944 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $186 | Amt |
| Net Investment Income | $186 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments