BETA

VICTORY FDN: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
VICTORY FDN (EIN 52-6854620)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-05-05
IRS object ID
202041269349101224
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-05-05T13:13:11-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN510055023PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WILMINGTON TRUST COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11100 N MARKET STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198901200ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526854620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VICTORY FOUNDATION 042165BusinessNameLine1Txt
Business Name Line2C/O WILMINGTON TRUST COMPANYBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVICTBusinessNameControlTxt
Phone3026511437PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11100 NORTH MARKET STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198900001ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonVICTORIA MCNEIL LE VINEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3026511437PhoneNum
Signature2020-05-04SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonALISON R QUINNPreparerPersonNm
PTINP00210810PTIN
Phone3026518160PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$17,495,733FMVAssetsEOYAmt
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$320,601DividendsRevAndExpnssAmt
Dividends Net Invst Incm$320,601DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$495,700NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,364,647GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$495,700CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,256OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$2,256OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$818,557TotalRevAndExpnssAmt
Total Net Invst Incm$818,557TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$1,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$46,951OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$34,823OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$12,128OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$30,868TaxesRevAndExpnssAmt
Taxes Net Invst Incm$4,038TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$440OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$440OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$79,259TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$39,801TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,628TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$725,893ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$725,893ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$805,152TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$39,801TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$738,521TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$13,405ExcessRevenueOverExpensesAmt
Net Investment Income$778,756NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$583,940SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$595,708SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$595,708SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$5,314,249CorporateStockBOYAmt
Corporate Stock EOY$5,312,775CorporateStockEOYAmt
Corporate Stock EOYFMV$16,900,025CorporateStockEOYFMVAmt
Total Assets BOY$5,898,189TotalAssetsBOYAmt
Total Assets EOY$5,908,483TotalAssetsEOYAmt
Total Assets EOYFMV$17,495,733TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$5,898,189CapitalStockBOYAmt
Capital Stock EOY$5,908,483CapitalStockEOYAmt
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$5,898,189TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,908,483TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,898,189TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,908,483TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,898,189TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$13,405ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,911,594SubtotalAmt
Other Decreases$3,111OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,908,483TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALES OF SECURITIESP$1,341,139$868,947$472,192$472,192
CAPITAL GAINS DIVIDENDSP$23,508$23,508$23,508
FieldValueIRS element (for citing)
Capital Gain Net Income$495,700CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$672,039AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$15,036,883NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.044693DistributionYr1Rt
Adjusted Qlfy Distri Yr2$602,648AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$13,656,417NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044129DistributionYr2Rt
Adjusted Qlfy Distri Yr3$586,466AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$11,995,930NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.048889DistributionYr3Rt
Adjusted Qlfy Distri Yr4$688,848AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$12,300,336NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.056002DistributionYr4Rt
Adjusted Qlfy Distri Yr5$588,533AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$14,212,886NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.041408DistributionYr5Rt
Total Distribution0.235121TotalDistributionRt
Average Distribution0.047024AverageDistributionRt
Net Vl Noncharitable Assets$16,008,064NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$752,763AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$7,788NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$760,551AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$738,521QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$15,575InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$15,575SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$15,575TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$13,600EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$13,600TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,975TaxDueAmt

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 StatePAOrgReportOrRegisterStateCd
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 AddressN/AWebsiteAddressTxt
Individual With BooksWILMINGTON TRUST COMPANYIndividualWithBooksNm
Phone3026511847PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11100 MARKET STREETAddressLine1Txt
CityWILMINGTONCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198900900ZIPCd
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 Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
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

FieldValueIRS element (for citing)
PersonVICTORIA MCNEILL LE VINEPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1506 OLD GULPH ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
TitleTRUSTEETitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
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$15,923,216AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$328,626AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$16,251,842TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$16,251,842AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$243,778CashDeemedCharitableAmt
Net Vl Noncharitable Assets$16,008,064NetVlNoncharitableAssetsAmt
Minimum Investment Return$800,403MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$800,403MinimumInvestmentReturnAmt
Tax Based On Investment Income$15,575TaxBasedOnInvestmentIncomeAmt
Total Tax$15,575TotalTaxAmt
Distributable Before Adj$784,828DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$784,828DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$784,828DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$738,521ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$738,521QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$738,521AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$784,828DistributableAsAdjustedAmt
Undistributed Income PY$725,024UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$738,521QualifyingDistributionsAmt
Applied To Year1$725,024AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,497AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$771,331UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerVICTORIA MCNEILL LE VINEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ARDEN THEATRE COMPANY
40 N 2ND STREETPHILADELPHIAPA19106NONEOTHER PUBLIC CHARITYSPONORSHIP OF THE WEBSTER SCHOOL FOR ARDEN$10,000
BROADWAY DREAMS FOUNDATION
8965 BROCKAMN WAYALPHARETTAGA30022NONEOTHER PUBLIC CHARITY2019 PROGRAM AT DREXEL$15,000
PENNSYLVANIA ACADEMY OF THE FINE ARTS
128 NORTH BROAD STREETPHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYGENERAL OPERATING SUPPORT$50,000
PENNSYLVANIA ACADEMY OF THE FINE ARTS
128 NORTH BROAD STREETPHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYPAFA BACCHANAL FUNDRAISER$20,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEOTHER PUBLIC CHARITYFULFILLMENT OF 2019 ANNUAL PLEDGE AND K-12 PROGRAMMING$200,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEOTHER PUBLIC CHARITYPHILADELPHIA ANTIQUES & ART SHOW$3,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEOTHER PUBLIC CHARITYBENEFACTOR MEMBERSHIP RENEWAL$75,000
PHILADELPHIA THEATRE COMPANY
215 SOUTH BROAD STREET STE 304PHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYYOUTH EDUCATION$7,500
SPRINGSIDE CHESTNUT HILL ACADEMY
500 WEST WILLOW GROVE AVEPHILADELPHIAPA19118NONEOTHER PUBLIC CHARITYARTS COUNCIL INITIATIVE$10,000
THE BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19130NONEOTHER PUBLIC CHARITYBARNES ART BALL$4,670
THE KENNEDY CENTER
PO BOX 101510ARLINGTONVA22210NONEOTHER PUBLIC CHARITY2019 HONORS GALA$44,848
THE KENNEDY CENTER
PO BOX 101510ARLINGTONVA22210NONEOTHER PUBLIC CHARITYTHE TURNAROUND ARTS PROGRAM$50,000
THE KENNEDY CENTER
PO BOX 101510ARLINGTONVA22210NONEOTHER PUBLIC CHARITYPLEDGE FOR THE 2019 NCPA ANNUAL CAMPAIGN$50,000
THE KENNEDY CENTER
PO BOX 101510ARLINGTONVA22210NONEOTHER PUBLIC CHARITYTHE TURNAROUND ARTS PROGRAM$8,500
THE KENNEDY CENTER
PO BOX 101510ARLINGTONVA22210NONEOTHER PUBLIC CHARITYBUILDING THE FUTURE CAMPAIGN$75,000
THE PORTSIDE ARTS CENTER
2531 EAST LEHIGH AVENUEPHILADELPHIAPA19125NONEOTHER PUBLIC CHARITYGENERAL OPERATING SUPPORT$16,000
THEATRE PHILADELPHIA
121 N COLUMBUS BLVDPHILADELPHIAPA19106NONEOTHER PUBLIC CHARITYANNUAL PLEDGE$25,000
SUNDANCE INSTITUTE
PO BOX 684429PARK CITYUT84068NONEOTHER PUBLIC CHARITYTHE ARTIST AT THE TABLE EVENT$13,375
GREATER PHILADELPHIA CULTURAL ALLIANCE
1315 WALNUT STREET SUITE 732PHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYOPERATING OR PROGRAMMATIC SUPPORT$5,000
THE ROCK SCHOOL FOR DANCE EDUCATION
1101 S BROAD STREETPHILADELPHIAPA19147NONEOTHER PUBLIC CHARITYANNUAL FUND FOR DANCE EDUCATION$1,000
THE VILLAGE
452 S ROBERTS ROADROSEMONTPA19010NONEOTHER PUBLIC CHARITYART PROGRAM SUPPORT$1,000
ALVIN AILEY AMERICAN DANCE THEATER
405 W 55TH STNEW YORKNY10019NONEOTHER PUBLIC CHARITYARTS IN EDUCATION$1,500
ACTING WITHOUT BOUNDARIES
750 EAST HAVERFORD ROADBRYN MAWRPA19010NONEOTHER PUBLIC CHARITY2019 GRANT$2,500
ARTS-KIDS INC
189 N HWY 89 SUITE CNORTH SALT LAKEUT84054NONEOTHER PUBLIC CHARITY2019 GRANT$1,000
THE ROCK SCHOOL FOR DANCE EDUCATION
1101 S BROAD STREETPHILADELPHIAPA19147NONEOTHER PUBLIC CHARITY2019 CHALLENGE MATCH$5,000
KIMBALL ART CENTER
328 MAIN STREETPARK CITYUT84060NONEOTHER PUBLIC CHARITYSUPPORT EVA PROGRAM$1,000
THE BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PARKWAYPHILADELPHIAPA19130NONEOTHER PUBLIC CHARITYEXHIBITION FUND GRANT$25,000
CURTIS INSTITUTE OF MUSIC
1726 LOCUST STPHILADELPHIAPA19103NONEOTHER PUBLIC CHARITY2019-2020 ANNUAL FUND$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$725,893TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$320,601ExclusionAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,256ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$495,700ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$818,557ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$818,557TotalIncomeProducingActyAmt

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)
CategoryTAX PREPARATION FEESCategoryTxt
Amt$1,000Amt
Net Investment Income$500NetInvestmentIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockU.S. & INTL EQUITIESStockNm
EOY Book Value$5,312,775EOYBookValueAmt
EOYFMV$16,900,025EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescMUTUAL FUND TIMING AND ROUNDING DIFFERENCESDesc
Amt$3,111Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$440RevenueAndExpensesPerBooksAmt
Net Investment Income$440NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescFOREIGN TAX REFUNDDesc
Revenue And Expenses Per Books$2,256RevenueAndExpensesPerBooksAmt
Net Investment Income$2,256NetInvestmentIncomeAmt
Adjusted Net Income$2,256AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MGMT FEES$22,695$22,695$0
WILMINGTON TRUST CUSTODY FEES$24,256$12,128$12,128

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX PAYMENT - PRIOR YEARS$13,415$0$0
FEDERAL TAX ESTIMATES$13,415$0$0
FOREIGN TAXES$4,038$4,038$0

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