BETA

VICTORY FDN: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
VICTORY FDN (EIN 52-6854620)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-09-11
IRS object ID
202532549349100613
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-09-11T10:29:13-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN161710665PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1STEPHANO SLACK LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1125 STRAFFORD AVE STE 200AddressLine1Txt
CityWAYNECityNm
State AbbreviationPAStateAbbreviationCd
ZIP19087ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526854620EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1VICTORY FOUNDATIONBusinessNameLine1Txt
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
Signature2025-09-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL J STEPHANOPreparerPersonNm
PTINP00446686PTIN
Phone6106871600PhoneNum
Preparation2025-09-08PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$23,387,495FMVAssetsEOYAmt
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$394,477DividendsRevAndExpnssAmt
Dividends Net Invst Incm$394,477DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,042,291NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,717,647GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,042,291CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,436,768TotalRevAndExpnssAmt
Total Net Invst Incm$1,436,768TotalNetInvstIncmAmt
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$5,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$70,972OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$18,216OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$18,217OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,198TaxesRevAndExpnssAmt
Taxes Net Invst Incm$3,198TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$271OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$271OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$80,141TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$21,685TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$18,217TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$931,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$931,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$1,011,141TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$21,685TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$949,217TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$425,627ExcessRevenueOverExpensesAmt
Net Investment Income$1,415,083NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$677,317CashBOYAmt
Cash EOY$35,818CashEOYAmt
Cash EOYFMV$35,818CashEOYFMVAmt
Corporate Stock BOY$6,174,646CorporateStockBOYAmt
Corporate Stock EOY$7,227,228CorporateStockEOYAmt
Corporate Stock EOYFMV$23,351,677CorporateStockEOYFMVAmt
Total Assets BOY$6,851,963TotalAssetsBOYAmt
Total Assets EOY$7,263,046TotalAssetsEOYAmt
Total Assets EOYFMV$23,387,495TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$6,851,963CapitalStockBOYAmt
Capital Stock EOY$7,263,046CapitalStockEOYAmt
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$6,851,963TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,263,046TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,851,963TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,263,046TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,851,963TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$425,627ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,277,590SubtotalAmt
Other Decreases$14,544OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,263,046TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,717,647GrossSalesPriceAmt
Cost Or Other Basis$675,356CostOrOtherBasisAmt
Gain Or Loss$1,042,291GainOrLossAmt
Gains Minus Excess Or Losses$1,042,291GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,042,291CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$19,670InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$19,670SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$19,670TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,752EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$2,752TotalPaymentsAndCreditsAmt
Es Penalty$616EsPenaltyAmt
Tax Due$17,534TaxDueAmt

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
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 MCNEIL 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$22,365,004AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$609,309AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$22,974,313TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$22,974,313AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$344,615CashDeemedCharitableAmt
Net Vl Noncharitable Assets$22,629,698NetVlNoncharitableAssetsAmt
Minimum Investment Return$1,131,485MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$1,131,485MinimumInvestmentReturnAmt
Tax Based On Investment Income$19,670TaxBasedOnInvestmentIncomeAmt
Total Tax$19,670TotalTaxAmt
Distributable Before Adj$1,111,815DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$1,111,815DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$1,111,815DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$949,217ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$949,217QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$1,111,815DistributableAsAdjustedAmt
Undistributed Income PY$929,538UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$949,217QualifyingDistributionsAmt
Applied To Year1$929,538AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$19,679AppliedToCurrentYearAmt
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$1,092,136UndistributedIncomeCYAmt
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 MCNEIL LE VINEContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ACTING WITHOUT BOUNDARIES
750 E HAVERFORD RDBRYN MAWRPA19010NONEOTHER PUBLIC CHARITYACTING PROGRAM FOR SPECIAL NEEDS$5,000
BARNES FOUNDATION
2025 BENJAMIN FRANKLIN PKWYPHILADELPHIAPA19130NONEOTHER PUBLIC CHARITYLONG RANGE PLANNING$25,000
BROADWAY CARES EQUITY FIGHTS AIDS
165 W 46TH ST SUITE 1300NEW YORKNY10036NONEOTHER PUBLIC CHARITYSUPPORT FOR PERFORMING ARTS COMMUNITY$7,000
CULTURAL TRUST ART PHILLY
1315 WALNUT STREET SUITE 320PHILADELPHIAPA19107NONEOTHER PUBLIC CHARITY250TH ARTS FESTIVAL PROGRAMMING$50,000
ENCHANTMENT THEATRE COMPANY
7715 CRITTENDEN ST 349PHILADELPHIAPA19118NONEOTHER PUBLIC CHARITYTHEATER EDUCATION AND ACCESS$10,000
PENNSYLVANIA ACADEMY OF THE FINE ARTS
128 N BROAD STPHILADELPHIAPA19102NONEOTHER PUBLIC CHARITYYOUNG ARTIST ACADEMY AND SUMMER ART CAMP$50,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101NONEOTHER PUBLIC CHARITYGENERAL OPERATING YOUTH ARTS EDUCATION$125,000
PRINCESS GRACE FOUNDATION
888-C 8TH AVE 318NEW YORKNY10019NONEOTHER PUBLIC CHARITYGRACE KELLY AWARDS SCHOLARSHIP$100,000
SOCIETY OF THE FOUR ARTS
100 FOUR ARTS PLAZAPALM BEACHFL33480NONEOTHER PUBLIC CHARITYART, MUSIC, LITERACY PROGRAMS$25,000
SPRINGSIDE CHESTNUT HILL ACADEMY
500 WEST WILLOW GROVE AVENUEPHILADELPHIAPA19118NONEOTHER PUBLIC CHARITYRENOVATION PERFORMING ARTS CENTER$175,000
THE KENNEDY CENTER
2700 F ST NWWASHINGTONDC20566NONEOTHER PUBLIC CHARITYARTS EDUCATION$97,000
ACADEMY OF VOCAL ARTS
1920 SPRUCE STPHILADELPHIAPA19103NONEOTHER PUBLIC CHARITYPERFORMING ARTS SCHOLARSHIP$10,000
ALLENS LANE ART CENTER
601 W ALLENS LANEPHILADELPHIAPA19119NONEOTHER PUBLIC CHARITYARTS EDUCATION/SCHOLARSHIP$50,000
ARDEN THEATRE COMPANY
40 N 2ND STREETPHILADELPHIAPA19106NONEOTHER PUBLIC CHARITYART EDUCATION FOR DISADVANTANGED STUDENTS$30,000
FABRIC WORKSHOP AND MUSEUM
1214 ARCH STPHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYYOUTH ART EDUCATION$12,000
GREATER PHILADELPHIA CULTURE
1315 WALNUT STREET SUITE 732PHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYARTS ADVOCACY$2,500
LANTERN THEATER COMPANY
923 LUDLOW STPHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYILLUMINATION PROGRAM$25,000
MANHATTAN THEATER
131 W 55TH ST STAGE 1NEW YORKNY10019NONEOTHER PUBLIC CHARITYTHEATER - NEW WORK DEVELOPMENT$6,000
NORTON MUSEUM OF ART
1450 S DIXIE HWYWEST PALM BEACHFL33401NONEOTHER PUBLIC CHARITYARTS EDUCATION$1,500
PIG IRON THEATER
1417 N 2ND STREETPHILADELPHIAPA19122NONEOTHER PUBLIC CHARITYARTS EDUCATION/ RESTRUCTURE$75,000
SAN FRANSISCO BAY AREA THEATER
2781 24TH STREETSAN FRANCISCOCA94110NONEOTHER PUBLIC CHARITYARTS EDUCATION AND OPERATIONS$10,000
THE PATH FUND INC
425 CENTRAL PARK WEST 2C C/ONEW YORKNY10025NONEOTHER PUBLIC CHARITYARTS EDUCATION$2,500
UTAH SYMPHONY
123 W S TEMPLE STSALT LAKE CITYUT84101NONEOTHER PUBLIC CHARITYDEER VALLEY MUSIC FESTIVAL$2,500
WHARTON ESHERICK MUSEUM
1520 HORSE SHOE TRAILMALVERNPA19355NONEOTHER PUBLIC CHARITYARTS EDUCATION AND OPERATIONS$7,500
WILMA THEATER
265 S BROAD STPHILADELPHIAPA19107NONEOTHER PUBLIC CHARITYPERFORMING ARTS EDUCATION/OUTREACH$10,000
YES AND COLLABORATIVE ARTS
21 W WASHINGTON LNPHILADELPHIAPA19144NONEOTHER PUBLIC CHARITYARTS EDUCATION$15,000
ARCHIVES OF AMERICAN ART
750 9TH ST NWWASHINGTONDC12001NONEOTHER PUBLIC CHARITYOPERATIONS$2,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$931,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$394,477ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,042,291ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$1,436,768ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,436,768TotalIncomeProducingActyAmt

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 PREP FEESCategoryTxt
Amt$5,700Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockU.S. & INTL EQUITIESStockNm
EOY Book Value$7,227,228EOYBookValueAmt
EOYFMV$23,351,677EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX PAYMENTDesc
Amt$14,544Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$271RevenueAndExpensesPerBooksAmt
Net Investment Income$271NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
WILMINGTON TRUST COMPANY FEES$36,433$18,216$18,217
INVESTMENT MGMT FEES$34,539$0$0

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAX PAIDCategoryTxt
Amt$3,198Amt
Net Investment Income$3,198NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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