BARRA FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BARRA FOUNDATION INC (EIN 23-6277885)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202003179349101415
- 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
- Schedule B
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-12T10:45:30-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | 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 | 236277885 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARRA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARR | BusinessNameControlTxt |
| Phone | 6109647601 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W LANCASTER AVENUE NO 202 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KRISTINA L WAHL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6109647601 | PhoneNum |
| Signature | 2020-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2020-11-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-10 | IPDt |
| IP Tm | 12:17:24 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 10F8AB8207F7B9DBB8E76E1DA29C0A2AAF323FBB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | AFC456E44E71D2BE4375B17F3D3D960B8395F1E4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $91,419,427 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $11,100 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $612,469 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,674,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,127,737 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,614,622 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,827,680 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $3,359,660 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $133,061 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,110,966 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $4,634,886 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $271,225 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $65,094 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $206,131 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $263,365 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $263,365 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $15,016 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,016 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,800 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,337 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $24,337 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $371,360 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $211,198 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $160,162 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $49,515 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $57,317 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $28,435 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $33,559 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $33,559 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,119 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $19,119 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,180 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $72,308 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $36,500 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,086,476 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $405,917 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $788,424 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,551,573 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,551,573 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,638,049 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $405,917 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,339,997 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,472,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,228,969 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,277 | CashBOYAmt |
| Cash EOY | $170,764 | CashEOYAmt |
| Cash EOYFMV | $170,764 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $794,175 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $794,175 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $38,176,587 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $44,339,702 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $7,601,915 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $12,502,175 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $78,462,542 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $33,200,295 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,362,611 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $250,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $250,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $250,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $78,720,819 | TotalAssetsBOYAmt |
| Total Assets EOY | $80,193,736 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $91,419,427 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $78,720,819 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $80,193,736 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $78,720,819 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $80,193,736 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $78,720,819 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $80,193,736 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $78,720,819 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,472,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $80,193,736 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $80,193,736 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (26 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $15,326,150 | $13,486,885 | $1,839,265 | $1,839,265 | |
| LP 30-0795332 SHORT-TERM LOSS | $12,278 | -$12,278 | -$12,278 | P | |
| LP 83-2790202 SHORT-TERM LOSS | $5,300 | -$5,300 | -$5,300 | P | |
| LP 04-3237387 SHORT-TERM LOSS | $10,834 | -$10,834 | -$10,834 | P | |
| LP 36-7205063 SHORT-TERM GAIN | $4,182 | $4,182 | $4,182 | P | |
| LP 81-2829807 SHORT-TERM LOSS | $135 | -$135 | -$135 | P | |
| LP 26-1412407 SHORT-TERM LOSS | $269 | -$269 | -$269 | P | |
| LP 45-2832612 SHORT-TERM GAIN | $1 | $1 | $1 | P | |
| LP 20-513649 SHORT-TERM GAIN | $31 | $31 | $31 | P | |
| LP 98-1186758 LONG-TERM LOSS | $4,666 | -$4,666 | -$4,666 | P | |
| LP 30-0795332 LONG-TERM LOSS | $159,399 | -$159,399 | -$159,399 | P | |
| LP 83-2790116 LONG-TERM LOSS | $813 | -$813 | -$813 | P | |
| LP 83-2790202 LONG-TERM LOSS | $10,554 | -$10,554 | -$10,554 | P | |
| LP 04-3237387 LONG-TERM GAIN | $273,462 | $273,462 | $273,462 | P | |
| LP 36-7205063 LONG-TERM GAIN | $143,750 | $143,750 | $143,750 | P | |
| LP 81-2829807 LONG-TERM GAIN | $37,918 | $37,918 | $37,918 | P | |
| LP 26-1412407 LONG-TERM GAIN | $3,540 | $3,540 | $3,540 | P | |
| LP 45-2832612 LONG-TERM GAIN | $6 | $6 | $6 | P | |
| LP 20-513649 LONG-TERM GAIN | $17,716 | $17,716 | $17,716 | P | |
| LP 83-2790116 SEC 1231 LOSS | $296 | -$296 | -$296 | P | |
| LP 83-2790202 SEC 1231 LOSS | $33,250 | -$33,250 | -$33,250 | P | |
| LP 81-2829807 SEC 1231 LOSS | $2,376 | -$2,376 | -$2,376 | P | |
| LP 26-1412407 SEC 1231 LOSS | $2 | -$2 | -$2 | P | |
| LP 20-513649 SEC 1231 LOSS | $931 | -$931 | -$931 | P | |
| LP 98-1137301 LONG-TERM GAIN | $460,440 | $460,440 | $460,440 | P | |
| CAPITAL GAINS DIVIDENDS | $288,472 | $288,472 | $288,472 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,827,680 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,576,475 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $92,503,074 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049474 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $4,313,216 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $89,285,765 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048308 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,439,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $85,851,119 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051710 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $4,279,826 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $94,813,275 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045140 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,778,590 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $96,395,384 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049573 | DistributionYr5Rt |
| Total Distribution | 0.244205 | TotalDistributionRt |
| Average Distribution | 0.048841 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $87,987,224 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,297,384 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $42,290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,339,674 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,339,997 | 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 | $42,290 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $42,290 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $42,290 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,419 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $32,800 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $76,219 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $33,929 | OverpaymentAmt |
| Applied To ES Tax | $33,929 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | 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 | WWW.BARRAFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KRISTINA L WAHL | IndividualWithBooksNm |
| Phone | 6109647601 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W LANCASTER AVENUE NO 202 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (12 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 |
|---|---|---|---|---|---|---|---|---|
| KRISTINA L WAHL | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | PRESIDENT, TREASURER | 40.00 | $256,500 | $14,725 | $0 |
| ROBERT L MCNEIL III | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | CHAIRMAN | 5.00 | $0 | $0 | $0 |
| VICTORIA MCNEIL LE VINE | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | SECRETARY | 1.00 | $0 | $0 | $0 |
| PATRICK P COYNE | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | ASSISTANT TREASURER | 1.00 | $0 | $0 | $0 |
| MATTHEW BERGHEISER | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DONNA M DE CAROLIS | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL DIPIANO | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| VALERIE V GAY | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| STACY E HOLLAND | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| JOANNA MCNEIL LEWIS | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELEANOR LEWIS | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LAURA A WILLIAMSON | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| KRISTI M POLING | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | EMPLOYEE | 40.00 | $119,693 | $8,366 | $0 |
| LINDA RICH | ||||||||
| 200 W LANCASTER AVENUE SUITE 202 | WAYNE | PA | 19087 | EMPLOYEE | 40.00 | $66,960 | $3,393 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COLONIAL CONSULTING LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 750 THIRD AVENUE 20TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $101,673 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $32,643,890 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,554,170 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $55,129,071 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $89,327,131 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $89,327,131 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,339,907 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $87,987,224 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,399,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,399,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $42,290 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $42,290 | TotalTaxAmt |
| Distributable Before Adj | $4,357,071 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,357,071 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,357,071 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,339,997 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,339,997 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $42,290 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,297,707 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,357,071 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $842,697 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,339,997 | QualifyingDistributionsAmt |
| Applied To Year1 | $842,697 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,497,300 | 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 | $859,771 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | WWWBARRAFOUNDATIONORG BARRA FOUNDAT | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 200 W LANCASTER AVENUE SUITE 200 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6109647601 | RecipientPhoneNum |
| Form And Info And Materials | ALL LETTERS OF INQUIRY MUST BE SUBMITTED THROUGH AN ONLINE SYSTEM AT WWW.BARRAFOUNDATION.ORG. THE LOI MUST INCLUDE INFORMATION ABOUT THE TYPE OF REQUEST, TIMEFRAME, TARGETED AUDIENCE, ETC. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO FORMAL SUBMISSION DEADLINES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED TO THE GREATER PHILADELPHIA REGION. THE PRIMARY FOCUS OF THE FOUNDATION IS ON INNOVATION IN AND ACROSS THE FIELDS OF ARTS & CULTURE, EDUCATION, HEALTH AND HUMAN SERVICES. PLEASE SEE WWW.BARRAFOUNDATION.ORG FOR FURTHER INFORMATION. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (179 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 1812 PRODUCTIONS | |||||||
| 2329 SOUTH 3RD STREET | PHILADELPHIA | PA | 19148 | PC | ENTITY SUPPORT | $9,000 | |
| ACHIEVE NOW | |||||||
| 1735 MARKET STREET STE A500 | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $9,000 | |
| AFRICAN FAMILY HEALTH ORGANIZATION | |||||||
| 4415 CHESTNUT STREET SUITE 202 | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $9,000 | |
| AGNES IRWIN SCHOOL | |||||||
| 275 S ITHAN AVENUE | BRYN MAWR | PA | 19010 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $5,000 | |
| AIDS LAW PROJECT OF PENNSYLVANIA | |||||||
| 1211 CHESTNUT STREET SUITE 600 | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT | $9,000 | |
| AIM ACADEMY | |||||||
| 1200 RIVER ROAD | CONSHOHOCKEN | PA | 19428 | PC | AIM PATHWAYS ONLINE PLATFORM | $150,000 | |
| ARCHIVES OF AMERICAN ART | |||||||
| PO BOX 37102 MRC 937 VICTOR | WASHINGTON | DC | 200137012 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $2,500 | BUILDING SUITE 2200 |
| ARS NOVA WORKSHOP | |||||||
| 1909 S 9TH STREET BOK 113 | PHILADELPHIA | PA | 19148 | PC | ENTITY SUPPORT | $9,000 | |
| ART SANCTUARY | |||||||
| 628 SOUTH 16TH STREET | PHILADELPHIA | PA | 19146 | PC | ENTITY SUPPORT | $9,000 | |
| ART-REACH | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT - STAFF GRANT | $600 | |
| ARTWELL | |||||||
| 100 W OXFORD STREET SUITE E-1200 | PHILADELPHIA | PA | 19122 | PC | ENTITY SUPPORT | $9,000 | |
| ASIAN ARTS INITIATIVE | |||||||
| 1219 VINE STREET | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT | $9,000 | |
| ATTIC YOUTH CENTER | |||||||
| 255 S 16TH STREET | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $9,000 | |
| BALLETX | |||||||
| 1923 WASHINGTON AVENUE | PHILADELPHIA | PA | 19146 | PC | ENTITY SUPPORT | $9,000 | |
| BARTRAM'S GARDEN | |||||||
| 5400 LINDBERGH BOULEVARD | PHILADELPHIA | PA | 19143 | PC | ENTITY SUPPORT | $9,000 | |
| BLACK LILY INC | |||||||
| 1901 S 9TH STREET BOK 314 | PHILADELPHIA | PA | 19148 | PC | ENTITY SUPPORT | $9,000 | |
| BRANDYWINE HEALTH FOUNDATION | |||||||
| 50 S 1ST AVENUE | COATESVILLE | PA | 19320 | PC | ENTITY SUPPORT | $9,000 | |
| BRINGING HOPE HOME | |||||||
| 641 SWEDESFORD ROAD | MALVERN | PA | 19355 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $6,000 | |
| BROAD STREET MINISTRY | |||||||
| 315 S BROAD STREET | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT | $9,000 | |
| BRYN MAWR FILM INSTITUTE | |||||||
| 824 W LANCASTER AVENUE | BRYN MAWR | PA | 19010 | PC | ENTITY SUPPORT | $9,000 | |
| BUCKNELL UNIVERSITY | |||||||
| ONE DENT DRIVE | LEWISBURG | PA | 17837 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $5,000 | |
| BUILDING 21 | |||||||
| 600 WEST GERMANTOWN PIKE STE | PLYMOUTH MEETING | PA | 19462 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $15,000 | 400-144 |
| CAMBODIAN ASSOCIATION OF GREATER PHILA | |||||||
| 5412 NORTH 5TH STREET | PHILADELPHIA | PA | 19120 | PC | ENTITY SUPPORT | $9,000 | |
| CAPTAIN MATT LETOURNEAU MEMORIAL FOUNDATION | |||||||
| 491 BALTIMORE PIKE SUITE 402 | SPRINGFIELD | PA | 19064 | PC | ENTITY SUPPORT - STAFF GRANT | $250 | |
| CATHOLIC SOCIAL SERVICES MONTCO | |||||||
| 222 NORTH 17TH STREET | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $9,000 | |
| CCATE | |||||||
| PO BOX 1185 | BLUE BELL | PA | 19422 | PC | ENTITY SUPPORT - STAFF GRANT | $600 | |
| CELEBRATE THE CHILDREN SCHOOL | |||||||
| 230 DIAMOND SPRING RD | DENVILLE | NJ | 07834 | PC | ENTITY SUPPORT | $1,000 | |
| CENTER FOR ADVOCACY FOR THE RIGHTS AND INTERESTS OF THE ELDERLY (CARIE) | |||||||
| TWO PENN CENTER 1500 JFK BLVD SUITE | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $9,000 | 1500 |
| CENTER FOR CREATIVE WORKS | |||||||
| 241 E LANCASTER AVENUE | WYNNEWOOD | PA | 19096 | PC | ENTITY SUPPORT | $9,000 | |
| CENTER FOR LITERACY | |||||||
| 1420 PINE STREET | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $9,000 | |
| CENTRAL BEHAVIORAL HEALTH | |||||||
| 1100 POWELL STREET | NORRISTOWN | PA | 19401 | PC | ENTITY SUPPORT | $9,000 | |
| CEREBRAL PALSY ASSOCIATION OF CHESTER COUNTY INC | |||||||
| 749 SPRINGDALE DRIVE | EXTON | PA | 19341 | PC | ENTITY SUPPORT | $9,000 | |
| CHESPENN HEALTH SERVICES INC | |||||||
| 744 EAST LINCOLN HIGHWAY | COATESVILLE | PA | 19320 | PC | ENTITY SUPPORT | $9,000 | |
| CHILD AND FAMILY CONNECTIONS INC | |||||||
| 314 N 12TH STREET SUITE 304 | PHILADELPHIA | PA | 19107 | PC | SAFETOGETHER | $40,000 | |
| CHILDREN'S CRISIS TREATMENT CENTER | |||||||
| 1080 N DELAWARE AVENUE SUITE 600 | PHILADELPHIA | PA | 19125 | PC | INNOVATIONS IN HEALTHCARE: CREATING A ROAD MAP FOR VALUE-BASED BEHAVIORAL HEALTHCARE DELIVERY | $59,000 | |
| CHILDREN'S LITERACY INITIATIVE | |||||||
| 990 SPRING GARDEN STREET SUITE 400 | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT | $9,000 | |
| CODED BY KIDS | |||||||
| 3675 MARKET STREET 200 | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $9,000 | |
| COMMUNITY COLLEGE OF PHILADELPHIA FOUNDATION | |||||||
| 1700 SPRING GARDEN STREET | PHILADELPHIA | PA | 19130 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $5,000 | |
| COMMUNITY INTEGRATED SERVICES | |||||||
| 441 N 5TH STREET SUITE 101 | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT | $9,000 | |
| COMMUNITY LEGAL SERVICES | |||||||
| 1424 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | PC | MASS EVICTION PREVENTION AND NEIGHBORHOOD PRESERVATION INITIATIVE | $134,000 | |
| CONGRESO DE LATINOS UNIDOS INC | |||||||
| 216 W SOMERSET STREET | PHILADELPHIA | PA | 19133 | PC | RAPID REHOUSING FOR REUNIFICATION | $225,000 | |
| CRESCENDO PHOENIXVILLE | |||||||
| 1601 BRIARWOOD COURT | PHOENIXVILLE | PA | 19460 | PC | ENTITY SUPPORT - STAFF GRANT | $250 | |
| CULTUREWORKS GREATER PHILADELPHIA | |||||||
| THE PHILADELPHIA BUILDING 1315 | PHILADELPHIA | PA | 191074701 | PC | CULTUREWORKS COPILOT PROGRAM | $125,000 | WALNUT STREET SUITE 320 |
| DEPAUL USA | |||||||
| 5725 SPRAGUE STREET | PHILADELPHIA | PA | 191381721 | PC | ENTITY SUPPORT | $9,000 | |
| DIGNITY HOUSING | |||||||
| 5227 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19144 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| DIVERSIFIED COMMUNITY SERVICES | |||||||
| MAMIE NICHOLS CENTER 1529 S 22ND | PHILADELPHIA | PA | 19146 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | STREET |
| EASTERN STATE PENITENTIARY HISTORIC SITE INC | |||||||
| 2027 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | PC | ENTITY SUPPORT | $9,000 | |
| EMIR-EVERY MURDER IS REAL | |||||||
| 59 E HAINES STREET | PHILADELPHIA | PA | 19144 | PC | ENTITY SUPPORT - STAFF GRANT | $1,300 | |
| EQUAL ACCESS LEGAL SERVICES | |||||||
| 1500 WALNUT STREET SUITE 700 | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT - STAFF GRANT | $1,000 | |
| ESPERANZA IMMIGRATION LEGAL SERVICES | |||||||
| 4261 NORTH 5TH STREET | PHILADELPHIA | PA | 19140 | PC | ENTITY SUPPORT | $9,000 | |
| FACE TO FACE GERMANTOWN | |||||||
| 123 EAST PRICE STREET | PHILADELPHIA | PA | 19144 | PC | ENTITY SUPPORT | $9,000 | |
| FAIRMOUNT PARK CONSERVANCY | |||||||
| 1617 JOHN F KENNEDY BLVD SUITE 1670 | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $20,000 | |
| FIRST PERSON ARTS | |||||||
| 443 W GIRARD AVENUE 2C | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT | $9,000 | |
| FLEISHER ART MEMORIAL | |||||||
| 719 CATHARINE STREET | PHILADELPHIA | PA | 19147 | PC | ENTITY SUPPORT $9,000; ENTITY SUPPORT - DIRECTOR'S GRANT $2,500 | $11,500 | |
| FOOD CONNECT | |||||||
| 2407 GRAYS FERRY AVENUE | PHILADELPHIA | PA | 19146 | PC | FOOD CONNECT | $121,050 | |
| FORTRESS ARTS ACADEMY | |||||||
| PO BOX 19287 | PHILADELPHIA | PA | 19143 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $17,500 | |
| FREE LIBRARY OF PHILADELPHIA FOUNDATION | |||||||
| DEVELOPMENT OFFICE 1901 VINE STREET | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $9,000 | |
| FRINGEARTS | |||||||
| 140 N COLUMBUS BLVD | PHILADELPHIA | PA | 191062001 | PC | ENTITY SUPPORT | $9,000 | |
| GEARING UP | |||||||
| 718 ARCH STREET SUITE 401N | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT | $9,000 | |
| GWYNEDD MERCY ACADEMY HIGH SCHOOL | |||||||
| 1345 SUMNEYTOWN PIKE | GWYNEDD VALLEY | PA | 19437 | PC | ENTITY SUPPORT - STAFF GRANT | $1,000 | |
| HABITAT FOR HUMANITY PHILADELPHIA | |||||||
| 1829 NORTH 19TH STREET | PHILADELPHIA | PA | 19121 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $4,000 | |
| HIAS PENNSYLVANIA | |||||||
| 2100 ARCH STREET THIRD FLOOR | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $9,000 | |
| HOMELESS ADVOCACY PROJECT | |||||||
| 1429 WALNUT STREET 15TH FLOOR | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $9,000 | |
| HOPE & A FUTURE | |||||||
| 909 W MCDOWELL ROAD | PHOENIX | AZ | 85007 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $2,000 | |
| HOPE SPRINGS EQUESTRIAN THERAPY INC | |||||||
| POB 156 | CHESTER SPRINGS | PA | 19425 | PC | ENTITY SUPPORT | $9,000 | |
| IMPACT SERVICES CORPORATION | |||||||
| 1952 EAST ALLEGHENY AVENUE | PHILADELPHIA | PA | 19134 | PC | COMMUNITY PARTNERSHIP KITCHEN | $62,500 | |
| INGLIS FOUNDATION | |||||||
| 2600 BELMONT AVENUE | PHILADELPHIA | PA | 19131 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $4,000 | |
| INTERNATIONAL MYELOMA FOUNDATION | |||||||
| 12650 RIVERSIDE DRIVE SUITE 206 | NORTH HOLLYWOOD | CA | 91607 | PC | ENTITY SUPPORT - STAFF GRANT | $2,000 | |
| JOUNCE PARTNERS INC | |||||||
| 2112 LOMBARD STREET | PHILADELPHIA | PA | 19146 | PC | FIVE YEAR BUSINESS MODEL CONSULTANT | $20,000 | |
| JUSTICE AT WORK | |||||||
| 990 SPRING GARDEN SUITE 300 | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT | $9,000 | |
| KENNETT AREA COMMUNITY SERVICES | |||||||
| 136 WEST CEDAR STREET PO BOX 1025 | KENNETT SQUARE | PA | 19348 | PC | ENTITY SUPPORT | $9,000 | |
| KLEINLIFE | |||||||
| 10100 JAMISON AVENUE | PHILADELPHIA | PA | 19116 | PC | ENTITY SUPPORT | $9,000 | |
| KULU MELE DANCE ENSEMBLE | |||||||
| 2636 E AUBURN STREET | PHILADELPHIA | PA | 19134 | PC | ENTITY SUPPORT | $9,000 | |
| KUN-YANG LINDANCERS | |||||||
| 1316 SOUTH 9TH STREET | PHILADELPHIA | PA | 19147 | PC | ENTITY SUPPORT | $9,000 | |
| LA COMUNIDAD HISPANA | |||||||
| 731 WEST CYPRESS STREET | KENNETT SQUARE | PA | 19348 | PC | ENTITY SUPPORT | $9,000 | |
| LA SALLE ACADEMY | |||||||
| 1434 N SECOND STREET | PHILADELPHIA | PA | 19122 | PC | ENTITY SUPPORT - STAFF GRANT | $1,000 | |
| LA SALLE UNIVERSITY | |||||||
| 1434 N SECOND STREET | PHILADELPHIA | PA | 19122 | PC | ENTITY SUPPORT - STAFF GRANT | $1,000 | |
| LIVECONNECTIONS | |||||||
| PO BOX 42796 | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $9,000 | |
| LIVING BEYOND BREAST CANCER | |||||||
| 354 WEST LANCASTER AVENUE SUITE 224 | HAVERFORD | PA | 19041 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $10,000 | |
| LOCAL INITIATIVES SUPPORT CORPORATION | |||||||
| 718 ARCH STREET SUITE 500 SOUTH | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT | $9,000 | |
| LUTHERAN SETTLEMENT HOUSE | |||||||
| 1340 FRANKFORD AVENUE | PHILADELPHIA | PA | 19125 | PC | ENTITY SUPPORT | $9,000 | |
| MANNA ON MAIN STREET | |||||||
| 606 E MAIN STREET SUITE 1001 | LANSDALE | PA | 19446 | PC | ENTITY SUPPORT | $9,000 | |
| MANNA | |||||||
| 420 NORTH 20TH STREET | PHILADELPHIA | PA | 19130 | PC | ENTITY SUPPORT | $9,000 | |
| MATERNAL & CHILD HEALTH CONSORTIUM | |||||||
| 30 W BARNARD STREET SUITE 1 | WEST CHESTER | PA | 19382 | PC | ENTITY SUPPORT | $9,000 | |
| MATERNITY CARE COALITION | |||||||
| 2000 HAMILTON STREET SUITE 205 | PHILADELPHIA | PA | 19130 | PC | ENTITY SUPPORT | $9,000 | |
| MAYOR'S FUND FOR PHILADELPHIA | |||||||
| TWO PENN CENTER 1500 JFK BLVD SUITE | PHILADELPHIA | PA | 19102 | PC | INTEGRATING TECHNOLOGY IN ADULT EDUCATION FOR PHILADELPHIA | $15,500 | 1412 |
| MENTOR FOR PHILLY DBA COLLEGETOGETHER | |||||||
| 100 S JUNIPER STREET THIRD FLOOR | PHILADELPHIA | PA | 19109 | PC | HOSPITALITYTOGETHER $100,000; ENTITY SUPPORT - STAFF GRANT $600 | $100,600 | |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | PC | ENTITY SUPPORT $9,000; ENTITY SUPPORT - STAFF GRANT $500 | $9,500 | |
| MISSION INVESTORS EXCHANGE | |||||||
| 1899 L STREET NW SUITE 850 | WASHINGTON | DC | 20036 | PC | ENTITY SUPPORT | $2,000 | |
| MISSION KIDS CHILD ADVOCACY CENTER | |||||||
| 1800 W GERMANTOWN PIKE SUITE 1 | EAST NORRITON | PA | 19401 | PC | ENTITY SUPPORT | $9,000 | |
| MORRIS ANIMAL REFUGE | |||||||
| 1242 LOMBARD STREET | PHILADELPHIA | PA | 19147 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | |
| MURAL ARTS ADVOCATES | |||||||
| 1727-29 MT VERNON STREET | PHILADELPHIA | PA | 19130 | PC | DAY PAY PROGRAM (WORKING NAME) | $150,000 | |
| MUSICOPIA INC | |||||||
| 2001 MARKET STREET SUITE 700 | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $9,000 | |
| NATIONAL PHILANTHROPIC TRUST | |||||||
| 165 TOWNSHIP LINE ROAD SUITE 1200 | JENKINTOWN | PA | 19046 | PC | REBUILD COLLABORATIVE FUND | $150,000 | |
| NATIONALITIES SERVICE CENTER | |||||||
| 1216 ARCH STREET 4TH | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT | $9,000 | |
| NEED IN DEED | |||||||
| 211 N 13TH STREET SUITE 501 | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT | $9,000 | |
| NEIGHBORHOOD BIKE WORKS | |||||||
| 3943 LANCASTER AVENUE | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $9,000 | |
| OPERA PHILADELPHIA | |||||||
| 1420 LOCUST STREET STE 210 | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT $5,000; ENTITY SUPPORT - STAFF GRANT $500 | $5,500 | |
| ORCHESTRA 2001 | |||||||
| PO BOX 7211 | PHILADELPHIA | PA | 19101 | PC | "COMPOSER AT WORK" WINDOW: PRESENTING AND FUNDING NEW MUSIC FOR NEW AUDIENCES IN NEW WAYS | $65,000 | |
| PATHWAYS TO HOUSING PA | |||||||
| 5201 OLD YORK ROAD SUITE 108 | PHILADELPHIA | PA | 19141 | PC | ENTITY SUPPORT | $9,000 | |
| PENN ASIAN SENIOR SERVICES | |||||||
| 6926 OLD YORK ROAD | PHILADELPHIA | PA | 19126 | PC | ENTITY SUPPORT | $9,000 | |
| PENN MUSEUM | |||||||
| 3260 SOUTH STREET | PHILADELPHIA | PA | 19104 | PC | GLOBAL GUIDES: IMMIGRANT STORIES TOUR PROGRAM | $65,000 | |
| PENNSYLVANIA ENVIRONMENTAL COUNCIL | |||||||
| 1315 WALNUT STREET SUITE 532 | PHILADELPHIA | PA | 19107 | PC | PHILADELPHIA STORY TRAILS | $50,000 | |
| PENNSYLVANIA HEALTH LAW PROJECT | |||||||
| 123 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT | $9,000 | |
| PEOPLE'S EMERGENCY CENTER | |||||||
| 325 N 39TH STREET | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT - STAFF GRANT | $1,000 | |
| PHILADELPHIA ACADEMIES INC | |||||||
| 1401 WALNUT STREET 9TH FLOOR | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $9,000 | |
| PHILADELPHIA CHAMBER MUSIC SOCIETY | |||||||
| 1528 WALNUT STREET SUITE 301 | PHILADELPHIA | PA | 19102 | PC | FULL SEASON CONCERT PASS PROJECT | $25,000 | |
| PHILADELPHIA CHILDREN'S ALLIANCE | |||||||
| 300 EAST HUNTING PARK AVENUE | PHILADELPHIA | PA | 19124 | PC | ENTITY SUPPORT | $9,000 | |
| PHILADELPHIA CONTEMPORARY | |||||||
| 1112 N BODINE STREET | PHILADELPHIA | PA | 19123 | PC | CURATOR OF SPOKEN WORD | $70,000 | |
| PHILADELPHIA FIGHT | |||||||
| 1233 LOCUST STREET 3RD FLOOR | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT | $9,000 | |
| PHILADELPHIA FOLKLORE PROJECT | |||||||
| 735 S 50TH STREET | PHILADELPHIA | PA | 19143 | PC | ENTITY SUPPORT | $9,000 | |
| PHILADELPHIA FUTURES | |||||||
| 230 S BROAD STREET 7TH FLOOR | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT $9,000; ENTITY SUPPORT - DIRECTOR'S GRANT $10,000 | $19,000 | |
| PHILADELPHIA HERITAGE CHORALE | |||||||
| 1311 LOMBARD STREET SUITE 506 | PHILADELPHIA | PA | 19147 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $2,500 | |
| PHILADELPHIA LAWYERS FOR SOCIAL EQUITY | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $9,000 | |
| PHILADELPHIA OUTWARD BOUND SCHOOL | |||||||
| 3401 RESERVOIR DRIVE | PHILADELPHIA | PA | 19121 | PC | ENTITY SUPPORT | $9,000 | |
| PHILADELPHIA PUBLIC SCHOOL NOTEBOOK | |||||||
| 699 RANSTEAD STREET 3RD FLOOR | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT | $9,000 | |
| PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS | |||||||
| 321 S 4TH STREET | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT | $9,000 | |
| PHILADELPHIA YOUTH NETWORK | |||||||
| 400 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT | $9,000 | |
| PHILANTHROPY NETWORK GREATER PHILADELPHIA | |||||||
| 230 S BROAD STREET SUITE 402 | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT $7,000; ENTITY SUPPORT - STAFF GRANT $1,000 | $8,000 | |
| PLAYWORKS | |||||||
| 100 W OXFORD STREET SUITE E-3000 | PHILADELPHIA | PA | 19122 | PC | ENTITY SUPPORT | $9,000 | |
| PREVENTION POINT PHILADELPHIA | |||||||
| 2913-2915 KENSINGTON AVENUE | PHILADELPHIA | PA | 19134 | PC | ENTITY SUPPORT | $9,000 | |
| PRINCESS GRACE FOUNDATION | |||||||
| 150 E 58TH STREET 2504 | NEW YORK | NY | 10155 | PC | US SCHOLARSHIP - DIRECTOR'S GRANT | $15,000 | |
| PROJECT HOME | |||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | PC | ENTITY SUPPORT | $9,000 | |
| PROSECUTOR IMPACT | |||||||
| NONPROFIT CENTER 89 SOUTH ST SUITE | BOSTON | MA | 02111 | PC | PROSECUTOR IMPACT | $100,000 | 700 |
| PUBLIC CITIZENS FOR CHILDREN & YOUTH | |||||||
| 990 SPRING GARDEN STREET SUITE 200 | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT | $9,000 | |
| PUENTES DE SALUD | |||||||
| 1700 SOUTH STREET | PHILADELPHIA | PA | 19146 | PC | ENTITY SUPPORT | $9,000 | |
| READY WILLING & ABLE PHILADELPHIA | |||||||
| 1221 BAINBRIDGE STREET | PHILADELPHIA | PA | 19147 | PC | ENTITY SUPPORT | $9,000 | |
| REBUILDING TOGETHER PHILADELPHIA | |||||||
| 4355 ORCHARD STREET SUITE 2R | PHILADELPHIA | PA | 19124 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $4,000 | |
| RESEARCH FOR ACTION | |||||||
| 100 S BROAD STREET SUITE 70 | PHILADELPHIA | PA | 19110 | PC | ENTITY SUPPORT | $9,000 | |
| ROCK TO THE FUTURE | |||||||
| 1201 N 3RD STREET 283 | PHILADELPHIA | PA | 19122 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $4,000 | |
| SCATTERGOOD FOUNDATION | |||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | PF | BUILDING EVALUATION CAPACITY INITIATIVE 2017 | $102,112 | |
| SCHUYLKILL RIVER DEVELOPMENT CORPORATION | |||||||
| 2401 WALNUT STREET SUITE 603 | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT - STAFF GRANT | $1,000 | |
| SCIENCE LEADERSHIP ACADEMY | |||||||
| 1482 GREEN STREET | PHILADELPHIA | PA | 19130 | PC | ENTITY SUPPORT - STAFF GRANT | $600 | |
| SCRIBE VIDEO CENTER | |||||||
| 3908 LANCASTER AVENUE | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $9,000 | |
| SEAMAAC INC | |||||||
| 1711 S BROAD STREET | PHILADELPHIA | PA | 19148 | PC | ENTITY SUPPORT | $9,000 | |
| SETTLEMENT MUSIC SCHOOL | |||||||
| 416 QUEEN STREET | PHILADELPHIA | PA | 19147 | PC | ENTITY SUPPORT | $9,000 | |
| SMITH MEMORIAL PLAYGROUND AND PLAYHOUSE | |||||||
| 3500 RESERVOIR DRIVE | PHILADELPHIA | PA | 19121 | PC | ENTITY SUPPORT | $9,000 | |
| SPIRAL Q PUPPET THEATER | |||||||
| 4100 HAVERFORD AVENUE | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $9,000 | |
| SPRINGBOARD COLLABORATIVE | |||||||
| 1500 JFK BLVD SUITE 1160 | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $9,000 | |
| SQUASHSMARTS INC | |||||||
| 3890 N 10TH STREET | PHILADELPHIA | PA | 19140 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $4,000 | |
| ST PAUL'S BAPTIST CHURCH | |||||||
| 1000 WALLACE STREET | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT - STAFF GRANT | $1,200 | |
| SUMMER SEARCH PHILADELPHIA | |||||||
| 1528 WALNUT STREET SUITE 1006 | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $9,000 | |
| SUPPORT CENTER FOR CHILD ADVOCATES | |||||||
| 1617 JFK BLVD SUITE 1200 | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $9,000 | |
| TALLER PUERTORRIQUENO | |||||||
| 2600 N 5TH STREET | PHILADELPHIA | PA | 19133 | PC | ENTITY SUPPORT | $9,000 | |
| TEMPLE UNIVERSITY | |||||||
| 1755 N 13TH STREET SUITE 411 S | PHILADELPHIA | PA | 191226003 | PC | REVOLUTIONIZING ARTS ACCESSIBILITY THROUGH AUGMENTED REALITY TECHNOLOGY | $125,000 | |
| THE ASPEN INSTITUTE | |||||||
| 2300 N STREET NW 8TH FLOOR | WASHINGTON | DC | 20037 | PC | ENTITY SUPPORT | $7,500 | |
| THE COMMON MARKET | |||||||
| 428 E ERIE AVENUE | PHILADELPHIA | PA | 19134 | PC | ENTITY SUPPORT | $9,000 | |
| THE ENTERPRISE CENTER COMMUNITY DEVELOPMENT CORPORATION | |||||||
| 4548 MARKET STREET | PHILADELPHIA | PA | 19139 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $5,000 | |
| THE FOOD TRUST | |||||||
| 1617 JOHN F KENNEDY BLVD SUITE 900 | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $9,000 | |
| THE FRANKLIN INSTITUTE | |||||||
| 220 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | PC | NOW/NEXT PROGRAM | $75,000 | |
| THE FUND FOR THE SCHOOL DISTRICT OF PHILADELPHIA | |||||||
| 30 S 17TH STREET 11TH FL C/O DUANE | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $5,000 | MORRIS |
| THE GRADUATE NETWORK | |||||||
| 1635 MARKET STREET | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $9,000 | |
| THE HAND2PAW FOUNDATION | |||||||
| PO BOX 40122 | PHILADELPHIA | PA | 191060122 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $20,000 | |
| THE LEGAL CLINIC FOR THE DISABLED | |||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $9,000 | |
| THE PENNSBURY SOCIETY | |||||||
| 400 PENNSBURY MEMORIAL ROAD | MORRISVILLE | PA | 19021 | PC | ENTITY SUPPORT | $9,000 | |
| THE PENNSYLVANIA PRISON SOCIETY | |||||||
| 230 S BROAD STREET SUITE 605 | PHILADELPHIA | PA | 19102 | PC | REVOLUTIONIZING PRISON OVERSIGHT IN THE AGE OF MASS INCARCERATION | $82,906 | |
| THE PHILADELPHIA FOUNDATION | |||||||
| 1835 MARKET STREET SUITE 2410 | PHILADELPHIA | PA | 191032968 | PC | NON-PROFIT REPOSITIONING FUND II | $100,000 | |
| THE VILLAGE OF ARTS & HUMANITIES | |||||||
| 2506 N ALDER STREET | PHILADELPHIA | PA | 19133 | PC | ENTITY SUPPORT | $9,000 | |
| THEATRE HORIZON | |||||||
| 401 DEKALB STREET | NORRISTOWN | PA | 19401 | PC | ENTITY SUPPORT | $9,000 | |
| THEATRE PHILADELPHIA | |||||||
| 1315 WALNUT STREET SUITE 732 | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT | $750 | |
| THOMAS JEFFERSON UNIVERSITY | |||||||
| 125 SOUTH NINTH STREET SUITE 600 | PHILADELPHIA | PA | 19107 | PC | LOWERING BARRIERS, SAVING LIVES, RECLAIMING HEALTH: AN INTEGRATED PRIMARY & BH CARE PROGRAM | $56,255 | |
| TINY WPA | |||||||
| 3021 W STILES STREET | PHILADELPHIA | PA | 19121 | PC | ENTITY SUPPORT | $9,000 | |
| TURNING POINTS FOR CHILDREN | |||||||
| 415 S 15TH STREET | PHILADELPHIA | PA | 19146 | PC | TURNING POINTS YVLIFESET | $70,000 | |
| TWELVE GATES ARTS | |||||||
| 106 N 2ND STREET | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT | $9,000 | |
| UNIVERSITY CITY DISTRICT | |||||||
| 3940 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT $9,000; ENTITY SUPPORT - DIRECTOR'S GRANT $10,000 | $19,000 | |
| UNIVERSITY CITY SCIENCE CENTER | |||||||
| 3675 MARKET STREET SUITE 400 | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $2,000 | |
| UNIVERSITY OF PENNSYLVANIA GRADUATE SCHOOL OF EDUCATION | |||||||
| 3700 WALNUT STREET | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $9,000 | |
| UPLIFT CENTER FOR GRIEVING CHILDREN | |||||||
| 3300 HENRY AVENUE SUITE 110 | PHILADELPHIA | PA | 19129 | PC | ENTITY SUPPORT | $9,000 | |
| URBAN TREE CONNECTION | |||||||
| 1445 N 52ND STREET | PHILADELPHIA | PA | 19131 | PC | ENTITY SUPPORT | $9,000 | |
| URBANE DEVELOPMENT GROUP LTD | |||||||
| 135 MADISON AVENUE 8TH FLOOR | NEW YORK | NY | 10016 | PC | ENTITY SUPPORT | $3,000 | |
| VETRI COMMUNITY PARTNERSHIP | |||||||
| 211 N 13TH STREET SUITE 303 | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT $9,000; ENTITY SUPPORT - DIRECTOR'S GRANT $20,000 | $29,000 | |
| VNA - COMMUNITY SERVICES INC | |||||||
| 1421 HIGHLAND AVENUE | ABINGTON | PA | 19001 | PC | ENTITY SUPPORT | $9,000 | |
| WHYY INC | |||||||
| INDEPENDENCE MALL WEST 150 N 6TH | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT - STAFF GRANT | $500 | STREET |
| WOMEN AGAINST ABUSE INC | |||||||
| 100 S BROAD STREET SUITE 1341 | PHILADELPHIA | PA | 19110 | PC | ENTITY SUPPORT | $9,000 | |
| WOMEN'S CENTER OF MONTGOMERY COUNTY | |||||||
| 8080 OLD YORK ROAD SUITE 200 | ELKINS PARK | PA | 19027 | PC | ENTITY SUPPORT | $9,000 | |
| WOODLANDS TRUST FOR HISTORIC PRESERVATION | |||||||
| 4000 WOODLAND AVENUE | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT $9,000; ENTITY SUPPORT - STAFF GRANT $600 | $9,600 | |
| WOODLYNDE SCHOOL | |||||||
| 445 UPPER GULPH ROAD | STRAFFORD | PA | 19087 | PC | ENTITY SUPPORT - DIRECTOR'S GRANT | $15,000 | |
| YOUTH EMPOWERMENT SERVICES | |||||||
| 2709 N BROAD STREET 4TH FLOOR | PHILADELPHIA | PA | 19132 | PC | ENTITY SUPPORT | $9,000 | |
| YOUTH UNITED FOR CHANGE | |||||||
| 1910 N FRONT STREET | PHILADELPHIA | PA | 19122 | PC | ENTITY SUPPORT | $9,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,551,573 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CHILDREN'S CRISIS TREATMENT CENTER | ||||||
| 1080 N DELAWARE AVENUE SUITE 600 | PHILADELPHIA | PA | 19125 | PC | INNOVATIONS IN HEALTHCARE: CREATING A ROAD MAP FOR VALUE-BASED BEHAVIORAL HEALTHCARE DELIVERY | $250,000 |
| COMMUNITY LEGAL SERVICES | ||||||
| 1424 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | PC | MASS EVICTION PREVENTION AND NEIGHBORHOOD PRESERVATION INITIATIVE | $125,000 |
| IMPACT SERVICES CORPORATION | ||||||
| 1952 EAST ALLEGHENY AVENUE | PHILADELPHIA | PA | 19134 | PC | KENSINGTON CORRIDOR TRUST | $287,500 |
| THE FRANKLIN INSTITUTE | ||||||
| 220 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | PC | NOW/NEXT PROGRAM | $75,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $737,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $612,469 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $3,359,344 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,127,737 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD CREDIT | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $316 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,099,866 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $6,099,866 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| THE PENNSBURY SOCIETY | ||||||
| 1 | 400 PENNSBURY MEMORIAL ROAD | MORRISVILLE | PA | 19067 | $6,000 | Yes (X) |
| WOODMERE ART MUSEUM INC | ||||||
| 2 | 9201 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | $5,000 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $24,337 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $24,337 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCATTERGOOD FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1501 CHERRY STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-06-14 | GrantDt |
| Grant | $355,950 | GrantAmt |
| Purpose Of Grant | THIS GRANT, BUILDING EVALUATION CAPACITY INITIATIVE (BECI) PROVIDED EXTENSIVE EVALUATION TRAINING AND CONSULTATION TO NONPROFIT ORGANIZATIONS IN THE GREATER PHILADELPHIA REGION. THE PRIMARY GOAL OF THE PROGRAM WAS TO BUILD EVALUATION CAPACITY FOR A SINGLE PROGRAM WITHIN THE ORGANIZATION, SUSTAIN IT ACROSS TWO YEARS AND THEN EMBED THE KNOWLEDGE AND SKILLS GAINED INTO OTHER AGENCY PROGRAMS AND SERVICES. PARTICIPANTS GAINED PRACTICAL PROGRAM EVALUATION SKILLS TO TRACK PROGRAM OUTCOMES, AND THE ABILITY TO COMMUNICATE EFFECTIVELY ABOUT EVALUATION AND DATA. PARTICIPANTS STAY CONNECTED TO PEERS FROM THEIR COHORT IN AN EVALUATION LEARNING COMMUNITY THAT EXTENDS BEYOND PROGRAM COMPLETION. | PurposeOfGrantTxt |
| Expended By Grantee | $355,950 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 7/17/17, 4/26/18, 3/15/20 | DatesOfReportsByGranteeTxt |
| Verification | 2020-03-15 | VerificationDt |
| Results Of Verification | A GRANT OF $355,950, SUPPORTING 10 GRANTEE ORGANIZATIONS, OVER 4 YEARS. NO DIVERSIONS FROM INTENDED PURPOSE REPORTED TO DATE. | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BAIN CAPITAL SENIOR LOAN FUND, LP | $0 | $2,437,034 |
| BAIRD AGGREGATE BOND FUND 545,036.952SH | $5,916,479 | $6,109,864 |
| COLCHESTER GLOBAL | $600,000 | $2,847,642 |
| TIFF ABS. RETURN POOL CLASS C | $3,767 | $0 |
| VANGUARD SHORT TERM 103,227.91SH | $1,081,669 | $1,107,635 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (42 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIRBUS SE 3,277SH | $383,988 | $479,962 |
| ALPHABET INC. CL C 307SH | $311,482 | $410,465 |
| AMAZON.COM INC. 181SH | $296,891 | $334,459 |
| AMERISOURCE BERGEN CORP. 2,681SH | $202,294 | $227,939 |
| ANTHEM, INC. 1,384SH | $372,998 | $418,010 |
| AURELIUS CAPITAL INTERNATIONAL | $2,800,000 | $3,301,072 |
| BAY RESOURCE | $1,500,000 | $2,533,253 |
| BAYBERRY OFFSHORE LTD | $2,000,000 | $2,021,041 |
| BOOKING HOLDINGS INC. 103SH | $193,762 | $211,534 |
| BROOKFIELD ASSET MANAGEMENT 3,048SH | $152,447 | $176,174 |
| CREDIT ACCEPTANCE CORP. 316SH | $139,389 | $139,776 |
| CVS HEALTH CORP. 5,219SH | $332,784 | $387,720 |
| DFA U.S. TARGETED VALUE 138,605.14SH | $2,135,619 | $3,212,867 |
| DFA US SMALL | $639,254 | $0 |
| EVEREST RE GROUP LTD 597SH | $98,198 | $165,273 |
| FACEBOOK INC 1,829SH | $322,518 | $375,402 |
| GOBI INVESTMENT FUND | $2,500,000 | $2,909,285 |
| HILTON WORLDWIDE 3,447SH | $272,587 | $382,307 |
| HIMALAYA CAPITAL INVESTORS | $1,650,000 | $1,658,231 |
| JACKSON SQUARE SMID CAP GROWTH FUND 131,505.9860SH | $2,431,072 | $3,191,650 |
| KKR & CO INC. CLASS A | $62,679 | $0 |
| KKR & COMPANY 16,051SH | $332,881 | $468,208 |
| LUXOR CAPITAL OFFSHORE LTD | $619,846 | $373,628 |
| MARBLE RIDGE OFFSHORE FUND LTD. | $2,000,000 | $2,039,265 |
| MARRIOTT INTERNATIONAL 2,126SH | $272,364 | $321,940 |
| MASTERCARD INC 1,222SH | $226,432 | $364,877 |
| MCKESSON GROUP 1,814SH | $233,673 | $250,912 |
| MICROSOFT CORP 1,977SH | $215,445 | $311,773 |
| NATIONAL OILWELL VARCO INC. 18,204SH | $493,122 | $456,010 |
| NVIDIA CORP. 1,726SH | $289,095 | $406,128 |
| ORACLE CORP 4,459SH | $218,452 | $236,238 |
| QORVO INC. 4,692SH | $308,177 | $545,351 |
| S&P GLOBAL INC. 671SH | $108,435 | $183,217 |
| SKYWORKS SOLUTIONS, INC. 4,842SH | $383,032 | $585,299 |
| SUSTAINABLE CAPITAL AFRICA ALPHA FUND | $1,650,000 | $1,701,447 |
| SWISS RE LTD. 3,074SH | $280,974 | $345,065 |
| THE CARLYLE GROUP LP 3,036SH | $88,409 | $97,395 |
| UNITED PARCEL SERVICE 1,760SH | $173,674 | $206,026 |
| VAN ECK GLOBAL HARD ASSETS FUND 78,211,202SH | $3,834,695 | $2,326,001 |
| VANGUARD EM MK STOCK INDEX 48,565.448SH | $1,683,764 | $1,794,493 |
| VANGUARD INSTITUTIONAL INDEX FUND 29,275.087SH | $5,853,794 | $8,496,509 |
| VISA INC 1,562SH | $112,361 | $293,500 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (14 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CVI CREDIT VALUE FUND B III LP | AT COST | $2,660,000 | $1,699,066 |
| HENGISTBURY FUND LIMITED | AT COST | $2,500,000 | $2,579,785 |
| HGGC FUND II-A, LP | AT COST | $2,328,840 | $2,170,857 |
| HIGHCLERE INTERNATIONAL INVESTORS EMERGING MARKETS SMID FUND | AT COST | $1,200,000 | $1,586,289 |
| LUBERT-ADLER REAL ESTATE FUND IV-RO, LP | AT COST | $2,383,461 | $171,729 |
| LUBERT-ADLER REAL ESTATE FUND V-RO, LP | AT COST | $1,432,781 | $316,891 |
| MARATHON-LONDON INTERNATIONAL TRUST I NORTHERN TRUST | AT COST | $6,800,000 | $8,249,101 |
| MISSION VALUE GLOBAL FUND | AT COST | $3,500,000 | $4,132,668 |
| MONDRIAN INTERNATIONAL EQUITY FUND, LP | AT COST | $3,000,000 | $6,622,776 |
| MONTAUK TRIGUARD FUND | AT COST | $500,000 | $406,349 |
| PROMISSORY NOTE FOR REINVESTMENT FUND 1,042,891SH | AT COST | $1,000,000 | $1,042,891 |
| SIGULER GUFF DISTRESSED OPP. | AT COST | $2,158,408 | $385,867 |
| TIFF PRIVATE EQUITY PARTNERS | AT COST | $736,805 | $321,617 |
| TYBOURNE LONG OPPORTUNITIES (OFFSHORE) FUND | AT COST | $3,000,000 | $3,676,725 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,800 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM RELATED INVESTMENT | Desc |
| BOY Book Value | $250,000 | BOYBookValueAmt |
| EOY Book Value | $250,000 | EOYBookValueAmt |
| EOYFMV | $250,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROGRAM ACTIVITIES - BEYOND THE MONEY | $6,480 | $0 | $6,480 |
| DUES | $6,169 | $0 | $6,169 |
| GIFTS | $680 | $0 | $0 |
| INSURANCE | $7,493 | $0 | $7,493 |
| OFFICE EQUIPMENT | $7,470 | $0 | $7,470 |
| OFFICE SUPPLIES | $3,514 | $0 | $3,514 |
| REGISTRATION FEES | $468 | $0 | $468 |
| TELEPHONE | $3,712 | $0 | $3,712 |
| UTILITIES | $1,194 | $0 | $1,194 |
| LP 81-2829807 SEC 179 | $0 | $6 | $0 |
| LP 20-5133649 SEC 179 | $0 | $92 | $0 |
| LP 26-4019360 OTHER EXPENSES | $0 | $14,771 | $0 |
| LP 98-1186758 OTHER EXPENSES | $0 | $87 | $0 |
| LP 98-1137301 OTHER EXPENSES | $0 | $30,566 | $0 |
| LP 30-0795332 OTHER EXPENSES | $0 | $24 | $0 |
| LP 83-2790202 OTHER EXPENSES | $0 | $176 | $0 |
| LP 04-3237387 OTHER EXPENSES | $0 | $631 | $0 |
| LP 36-7205063 OTHER EXPENSES | $0 | $1,829 | $0 |
| LP 81-2829807 OTHER EXPENSES | $0 | $8,880 | $0 |
| LP 26-1412407 OTHER EXPENSES | $0 | $8,435 | $0 |
| LP 45-2832612 OTHER EXPENSES | $0 | $13 | $0 |
| LP 20-5133649 OTHER EXPENSES | $0 | $6,798 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (36 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PUBLICATION REIMBURSEMENT | $257 | $257 | $257 |
| PARTNERSHIP DISTRIBUTIONS | $3,359,087 | $0 | $3,359,087 |
| LP 83-2790116 ORDINARY LOSS | $0 | -$5,127 | $0 |
| LP 83-2790202 ORDINARY LOSS | $0 | -$6,495 | $0 |
| LP 81-2829807 ORDINARY LOSS | $0 | -$11,523 | $0 |
| LP 26-1412407 ORDINARY LOSS | $0 | -$3 | $0 |
| LP 20-5133649 ORDINARY LOSS | $0 | -$6,892 | $0 |
| LP 83-2790116 REAL ESTATE LOSS | $0 | -$4,936 | $0 |
| LP 83-2790202 REAL ESTATE LOSS | $0 | -$1,441 | $0 |
| LP 81-2829807 REAL ESTATE LOSS | $0 | -$2,273 | $0 |
| LP 26-1412407 REAL ESTATE INCOME | $0 | $513 | $0 |
| LP 81-2829807 OTHER RENTAL LOSS | $0 | -$4 | $0 |
| LP 26-4019360 PORTFOLIO INCOME | $0 | $12,828 | $0 |
| LP 30-0795332 PORTFOLIO INCOME | $0 | $6,988 | $0 |
| LP 83-2790116 PORTFOLIO INCOME | $0 | $3,057 | $0 |
| LP 81-2829807 PORTFOLIO INCOME | $0 | $505 | $0 |
| LP 26-1412407 PORTFOLIO LOSS | $0 | -$56 | $0 |
| LP 45-2832612 PORTFOLIO LOSS | $0 | -$8 | $0 |
| LP 20-5133649 PORTFOLIO INCOME | $0 | $185 | $0 |
| LP 26-4019360 SUBPART F INCOME | $0 | $94 | $0 |
| LP 81-2829807 SUBPART F INCOME | $0 | $404 | $0 |
| LP 26-1412407 SUBPART F INCOME | $0 | $5,913 | $0 |
| LP 20-5133649 SUBPART F LOSS | $0 | -$1 | $0 |
| LP 26-4019360 OTHER INCOME | $0 | $45,109 | $0 |
| LP 04-3237387 OTHER INCOME | $0 | $34,883 | $0 |
| LP 36-7205063 OTHER INCOME | $0 | $32,855 | $0 |
| LP 81-2829807 OTHER INCOME | $0 | $9,049 | $0 |
| LP 26-1412407 OTHER INCOME | $0 | $157 | $0 |
| LP 45-2832612 OTHER LOSS | $0 | -$3 | $0 |
| LP 20-5133649 OTHER LOSS | $0 | -$272 | $0 |
| ADD, LP 83-2790116 ORDINARY LOSS-UBI | $0 | $4,490 | $0 |
| ADD, LP 83-2790202 ORDINARY LOSS-UBI | $0 | $7,967 | $0 |
| ADD, LP 81-2829807 ORDINARY LOSS-UBI | $0 | $4,342 | $0 |
| ADD, LP 26-1412407 ORDINARY LOSS-UBI | $0 | $1 | $0 |
| ADD, LP 20-5133649 ORDINARY LOSS-UBI | $0 | $2,498 | $0 |
| CREDIT CARD CREDIT | $316 | $316 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (9 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $62 | $62 | $0 |
| CUSTODIAL FEES | $53,502 | $53,502 | $0 |
| INVESTMENT FEES | $101,673 | $101,673 | $0 |
| INVESTMENT SERVICE FEES | $10,803 | $10,803 | $0 |
| IT SERVICES | $7,574 | $0 | $7,574 |
| MANAGEMENT FEES | $45,158 | $45,158 | $0 |
| PAYROLL SERVICE FEES | $4,057 | $0 | $4,057 |
| RESEARCH AND CONSULTING | $117,994 | $0 | $117,994 |
| COMMUNICATIONS | $30,537 | $0 | $30,537 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (8 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PAYROLL TAXES | $33,415 | $4,980 | $28,435 |
| FEDERAL EXCISE TAXES | $16,100 | $0 | $0 |
| LP 26-4019360 FOREIGN TAXES | $0 | $19 | $0 |
| LP 30-0795332 FOREIGN TAXES | $0 | $7,754 | $0 |
| LP 04-3237387 FOREIGN TAXES | $0 | $19,177 | $0 |
| LP 36-7205063 FOREIGN TAXES | $0 | $24,873 | $0 |
| LP 81-2829807 FOREIGN TAXES | $0 | $513 | $0 |
| LP 26-1412407 FOREIGN TAXES | $0 | $1 | $0 |
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