PANAPHIL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- PANAPHIL FOUNDATION (EIN 13-6959472)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-10-30
- IRS object ID
- 202033049349100738
- 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
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-10-30T15:24:05-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132060851 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Owen J Flanagan & Co | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 60 East 42nd Street | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10165 | 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 | 136959472 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PANAPHIL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PANA | BusinessNameControlTxt |
| Phone | 2129490990 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SEVENTH AVENUE 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NELS WANGENSTEEN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2129490990 | PhoneNum |
| Signature | 2020-10-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kevin Sunkel | PreparerPersonNm |
| PTIN | P00706145 | PTIN |
| Phone | 2126822783 | PhoneNum |
| Preparation | 2020-10-30 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 160.79.169.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-10-30 | IPDt |
| IP Tm | 10:10:49 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E136641E2205A348FCE59625EE93E743A53ABCDB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E136641E2205A348FCE59625EE93E743A53ABCDB | 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 | $87,168,257 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $1,044,377 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $869,013 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,123,297 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,221,657 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,123,297 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $115,905 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $115,905 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,283,579 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,108,215 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $194,202 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $64,734 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $129,468 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,886 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $2,886 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $567,667 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $400,245 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $167,422 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $27,495 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $27,495 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $42,907 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $27,907 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,221 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $20,221 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $207,367 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $207,354 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,072,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $727,735 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $329,760 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,773,023 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,773,023 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,845,518 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $727,735 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,102,783 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,561,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,380,480 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,486,589 | CashBOYAmt |
| Cash EOY | $1,197,450 | CashEOYAmt |
| Cash EOYFMV | $1,197,450 | CashEOYFMVAmt |
| Other Investments BOY | $78,063,890 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $77,136,965 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $85,970,807 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $347,924 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $79,898,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,334,415 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $87,168,257 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $79,898,403 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $78,334,415 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,898,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $78,334,415 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,898,403 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $78,334,415 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,898,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,561,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $78,336,464 | SubtotalAmt |
| Other Decreases | $2,049 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $78,334,415 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Gross Sales PriceGrossSalesPriceAmt |
|---|---|---|---|---|---|
| FROM PANAPHIL-UPHILL FOUNDATIONS PARTNERSHIP | P | $98,360 | -$98,360 | -$98,360 | |
| FROM PANAPHIL-UPHILL FOUNDATIONS PARTNERSHIP | P | $2,221,657 | $2,221,657 | $2,221,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,123,297 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,953,561 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $86,121,455 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057518 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $3,317,197 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $83,620,349 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.039670 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $4,193,130 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $79,291,297 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052883 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $3,949,153 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $86,988,391 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045399 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $2,329,191 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $88,919,113 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026194 | DistributionYr5Rt |
| Total Distribution | 0.221664 | TotalDistributionRt |
| Average Distribution | 0.044333 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $83,027,394 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,680,853 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $23,805 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,704,658 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,102,783 | 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 | $23,805 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,805 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,805 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $50,014 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $50,014 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $26,209 | OverpaymentAmt |
| Applied To ES Tax | $26,209 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | TCC GROUP | IndividualWithBooksNm |
| Phone | 2129490990 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 SEVENTH AVENUE 9TH FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10001 | 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHE J VELAY | ||||||||
| 333 SEVENTH AVE 9TH FLOOR | NEW YORK | NY | 10001 | TRUSTEE | 10.00 | $64,734 | $0 | $0 |
| BARBARA P ROBINSON ESQ | ||||||||
| 333 SEVENTH AVE 9TH FLOOR | NEW YORK | NY | 10001 | TRUSTEE | 10.00 | $64,734 | $0 | $0 |
| NELS WANGENSTEEN | ||||||||
| 333 SEVENTH AVE 9TH FLOOR | NEW YORK | NY | 10001 | TRUSTEE | 10.00 | $64,734 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HILDY J SIMMONS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 48 WALL STREET | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PHILANTHROPIC ADVISEMENT | ServiceTypeTxt |
| Compensation | $103,500 | 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 | $82,558,265 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,733,506 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,291,771 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,291,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,264,377 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,027,394 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,151,370 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,151,370 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,805 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,805 | TotalTaxAmt |
| Distributable Before Adj | $4,127,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,127,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,127,565 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,102,783 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,102,783 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $23,805 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,078,978 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,127,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $3,043,722 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,102,783 | QualifyingDistributionsAmt |
| Applied To Year1 | $3,043,722 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,059,061 | 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 | $3,068,504 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| African Wildlife Foundation | |||||||
| 1400 16th St NW Suite 120 | Washington | DC | 20036 | PC | Unrestricted | $100,000 | |
| Bryn Mawr College | |||||||
| Office of the Provost 101 North | Bryn Mawr | PA | 19010 | PC | Womens Science Fellowship Program | $59,125 | Merion Avenue |
| ClientEarth US | |||||||
| 401 Park Ave S 10th Fl | New York | NY | 10016 | PC | Unrestricted | $100,000 | |
| Drexel University | |||||||
| 3141 Chestnut St Suite 310 | Philadelphia | PA | 19104 | PC | Womens Science Fellowship Program | $62,700 | |
| Environmental Defense Fund | |||||||
| 257 Park Ave South | New York | NY | 10010 | PC | Unresticted | $400,000 | |
| Global Wildlife Conservation | |||||||
| PO Box 129 | Austin | TX | 78767 | PC | Turtle Conservation Fund | $50,000 | |
| Greenpeace Fund | |||||||
| 702 H St Suite 300 | Washington | DC | 20001 | PC | Ocean programs | $100,000 | |
| Haverford College | |||||||
| 370 Lancaster Ave | Haverford | PA | 19041 | PC | Womens Science Fellowship Program | $57,050 | |
| Human Rights Watch | |||||||
| 350 5th Ave 34th Fl | New York | NY | 10118 | PC | Unrestricted | $150,000 | |
| King Baudouin Foundation | |||||||
| 10 Rockefeller Plaza | New York | NY | 10020 | PC | Compter Sur Demain | $35,000 | |
| Land Trust Alliance | |||||||
| 1250 H St NW | Washington | DC | 20005 | PC | Unrestricted | $40,000 | |
| Local Initiatives Support Corporation | |||||||
| 28 Liberty St | New York | NY | 10005 | PC | For the West Philadelphia Sustainable Communities Initiative, and for the Eastern North Initiative | $562,500 | |
| NARAL Pro-Choice America Foundation | |||||||
| 1156 15th St NW Suite 700 | Washington | DC | 20005 | PC | Unrestricted | $400,000 | |
| National Immigration Law Center | |||||||
| PO Box 34573 | Washington | DC | 20043 | PC | Unrestricted | $100,000 | |
| Natural Resource Defense Fund | |||||||
| 40 W 20th St | New York | NY | 10011 | PC | Oceans work and Litigation Fund | $200,000 | |
| Ocean Conservancy | |||||||
| 1300 19th St NW 8th Fl | Washington | DC | 20036 | PC | General operating and the International Coastal Cleanup | $585,000 | |
| Pennsylvania Horticultural Society | |||||||
| 100 N 20th St | Philadelphia | PA | 19103 | PC | Philadelphia Green Program | $25,000 | |
| Philadelphia Zoo | |||||||
| 3400 W Girard Ave | Philadelphia | PA | 19104 | PC | Unrestricted | $75,000 | |
| Rainforest Alliance | |||||||
| 125 Broad St 9th Fl | New York | NY | 10004 | PC | Unrestricted | $75,000 | |
| Swarthmore College | |||||||
| 500 College Ave | Swarthmore | PA | 19081 | PC | Womens Science Fellowship Program | $95,648 | |
| Temple University | |||||||
| Gladfelter Hall Room 629 | Philadelphia | PA | 19122 | PC | Womens Science Fellowship Program | $100,000 | |
| Universal Access Project | |||||||
| 1750 Pennsylvania Ave Suite 300 | Washington | DC | 20006 | PC | Unrestricted | $50,000 | |
| University of Pennsylvania | |||||||
| 1 College Hall | Philadelphia | PA | 19104 | PC | Womens Science Fellowship Program | $66,000 | |
| Wilderness Society | |||||||
| 1615 M St NW | Washington | DC | 20036 | PC | Unrestricted | $100,000 | |
| Wildlife Conservation Society | |||||||
| 2300 Southern Blvd | Bronx | NY | 10460 | PC | Restricted to freshwater turtle and tortoise conservation work | $185,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,773,023 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACLU Foundation | |||||||
| 125 Broad St | New York | NY | 10004 | PC | Constitution Fund | $3,000,000 | |
| African Wildlife Foundation | |||||||
| 1400 16th St NW Suite 120 | Washington | DC | 20036 | PC | unrestricted | $100,000 | |
| Bryn Mawr College | |||||||
| Office of the Provost 101 North | Bryn Mawr | PA | 19010 | PC | Womens Science Fellowship Program | $118,250 | Merion Avenue |
| Drexel University | |||||||
| 3141 Chestnut St Suite 310 | Philadelphia | PA | 19104 | PC | Womens Science Fellowship Program | $125,400 | |
| EarthJustice | |||||||
| 50 California St Ste 500 | San Francisco | CA | 94111 | PC | unrestricted | $300,000 | |
| Environmental Defense Fund | |||||||
| 257 Park Ave South | New York | NY | 10010 | PC | Unresticted | $800,000 | |
| Global Wildlife Conservation | |||||||
| PO Box 129 | Austin | TX | 78767 | PC | Turtle Conservation Fund | $100,000 | |
| Greenpeace Fund | |||||||
| 702 H St Suite 300 | Washington | DC | 20001 | PC | Ocean programs | $100,000 | |
| Haverford College | |||||||
| 370 Lancaster Ave | Haverford | PA | 19041 | PC | Womens Science Fellowship Program | $117,370 | |
| King Baudouin Foundation | |||||||
| 10 Rockefeller Plaza | New York | NY | 10020 | PC | Compter Sur Demain | $120,000 | |
| Ocean Conservancy | |||||||
| 1300 19th St NW 8th Fl | Washington | DC | 20036 | PC | General operating and the International Coastal Cleanup | $750,000 | |
| Pennsylvania Horticultural Society | |||||||
| 100 N 20th St | Philadelphia | PA | 19103 | PC | For the Philadelphia Green program. | $25,000 | |
| Philadelphia Zoo | |||||||
| 3400 W Girard Ave | Philadelphia | PA | 19104 | PC | Unrestricted | $75,000 | |
| Planned Parenthood Federation | |||||||
| 123 William St | New York | NY | 10038 | PC | unrestricted | $3,000,000 | |
| Rainforest Alliance | |||||||
| 125 Broad St | New York | NY | 10004 | PC | unrestricted | $75,000 | |
| Swarthmore College | |||||||
| 500 College Ave | Swarthmore | PA | 19081 | PC | Womens Science Fellowship Program | $191,296 | |
| Temple University | |||||||
| 1115 W Polett Walk | Philadelphia | PA | 19122 | PC | Womens Science Fellowship Program | $200,000 | |
| Universal Access Project | |||||||
| 1750 Pennsylvania Ave Suite 300 | Washington | DC | 20006 | PC | Unrestricted | $50,000 | |
| University of Pennsylvania | |||||||
| 1 College Hall Room 116 | Philadelphia | PA | 19104 | PC | Womens Science Fellowship Program | $132,000 | |
| Wave Hill | |||||||
| 4900 Independence Ave | Bronx | NY | 10471 | PC | unrestricted | $100,000 | |
| Wilderness Society | |||||||
| 1615 M St NW | Washington | DC | 20036 | PC | unrestricted | $100,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $9,579,316 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,044,377 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $115,905 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,123,297 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,283,579 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,283,579 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $9,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,750 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | PANAPHIL-UPHILL FOUNDATIONS INVESTMENT PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $77,136,965 | BookValueAmt |
| EOYFMV | $85,970,807 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $2,886 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,886 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM PANAPHIL-UPHILL FOUNDATIONS INVESTMENT PARTNERSHIP | Desc |
| BOY Book Value | $347,924 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON DEDUCTIBLE EXPENSES THRU PARTNERSHIP | Desc |
| Amt | $2,049 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $15,329 | $15,329 | $0 |
| OTHER PORTFOLIO DEDUCTIONS THRU PARTNERSHIP | $192,025 | $192,025 | $0 |
| OFFICE | $13 | $0 | $13 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PANAPHIL-UPHILL FOUNDATIONS INVESTMENT PARTNERSHIP | Desc |
| Revenue And Expenses Per Books | $115,905 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $115,905 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $115,905 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MANAGEMENT FEES | $63,922 | $0 | $63,922 |
| PHILANTHROPIC ADVISEMENT FEES | $103,500 | $0 | $103,500 |
| INVESTMENT ADVISORY FEES | $400,245 | $400,245 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $15,000 | $0 | $0 |
| FOREIGN TAXES | $27,907 | $27,907 | $0 |
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