VICTORY FDN: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- VICTORY FDN (EIN 52-6854620)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-04-26
- IRS object ID
- 201911169349100001
- Schema version
- 2018v3.1
- 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 Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-04-26T07:05:01-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510055023 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILMINGTON TRUST COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 N MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198901200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526854620 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VICTORY FOUNDATION 042165 | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILMINGTON TRUST COMPANY | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | VICT | BusinessNameControlTxt |
| Phone | 3026511437 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 NORTH MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA MCNEIL LE VINE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3026511437 | PhoneNum |
| Signature | 2019-04-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALISON R QUINN | PreparerPersonNm |
| PTIN | P00210810 | PTIN |
| Phone | 3026518160 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.19.225.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-04-22 | IPDt |
| IP Tm | 10:13:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | BB12664BE1E3D4BC08488640412F20C0F7A39D48 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 724227B1F582B858A51E9DA19A1F2D2956356DDB | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-01-14 16:20:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,388,837 | 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 | $293,746 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $293,746 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $422,873 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,534,774 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $422,873 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $716,619 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $716,619 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,104 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,415 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $10,689 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,082 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,481 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $485 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $485 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,671 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $37,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,189 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $660,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $660,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $729,521 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $37,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $672,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$12,902 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $678,738 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $515,523 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $583,940 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $583,940 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,396,174 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,314,249 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,804,897 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,911,698 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,898,189 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,388,837 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $5,911,698 | CapitalStockBOYAmt |
| Capital Stock EOY | $5,898,189 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,911,698 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,898,189 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,911,698 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,898,189 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,911,698 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$12,902 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,898,796 | SubtotalAmt |
| Other Decreases | $607 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,898,189 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALES OF SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $1,534,774 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,111,901 | CostOrOtherBasisAmt |
| Gain Or Loss | $422,873 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $422,873 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $422,873 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $602,648 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,656,417 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.044129 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $586,466 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,995,930 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048889 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $688,848 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,300,336 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.056002 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $588,533 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,212,886 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.041408 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $548,281 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,351,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.044390 | DistributionYr5Rt |
| Total Distribution | 0.234818 | TotalDistributionRt |
| Average Distribution | 0.046964 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $15,036,883 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $706,192 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,787 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $712,979 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $672,039 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,575 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,575 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,760 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,760 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $185 | OverpaymentAmt |
| Applied To ES Tax | $185 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | WILMINGTON TRUST COMPANY | IndividualWithBooksNm |
| Phone | 3026511847 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1100 MARKET STREET | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198900900 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VICTORIA MCNEILL LE VINE | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 506 OLD GULPH ROAD | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,904,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $361,702 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,265,871 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,265,871 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $228,988 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,036,883 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $751,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $751,844 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,575 | TotalTaxAmt |
| Distributable Before Adj | $738,269 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $738,269 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $738,269 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $672,039 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $672,039 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $672,039 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $738,269 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $658,794 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $672,039 | QualifyingDistributionsAmt |
| Applied To Year1 | $658,794 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,245 | 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 | $725,024 | 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) |
|---|---|---|
| Contributing Manager | VICTORIA MCNEILL LE VINE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PHILADELPHIA THEATRE COMPANY | |||||||
| 215 SOUTH BROAD STREET STE 304 | PHILADELPHIA | PA | 19107 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,500 |
| HEDGEROW FARMHOUSE STUDIO | |||||||
| 146 WEST ROSE VALLEY ROAD | ROSE VALLEY | PA | 19086 | NONE | OTHER PUBLIC CHARITY | IN HONOR OF MRS. JANE MC NEIL | $2,500 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | OTHER PUBLIC CHARITY | FULFILLMENT OF 2018 ANNUAL PLEDGE AND K-12 PROGRAMMING | $200,000 |
| THE KENNEDY CENTER | |||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | OTHER PUBLIC CHARITY | BUILDING THE FUTURE CENTENNIAL CIRCLE | $25,000 |
| THE KENNEDY CENTER | |||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | OTHER PUBLIC CHARITY | ARTES DE CUBA | $5,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | OTHER PUBLIC CHARITY | PHILADELPHIA ANTIQUES & ART SHOW | $2,500 |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||
| 128 NORTH BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,000 |
| UTAH SYMPHONY | |||||||
| 123 WEST SOUTH TEMPLE | SALT LAKE CITY | UT | 84101 | NONE | OTHER PUBLIC CHARITY | DEER VALLEY MUSICAL FESTIVAL | $3,500 |
| BROADWAY DREAMS FOUNDATION | |||||||
| 8965 BROCKAMN WAY | ALPHARETTA | GA | 30022 | NONE | OTHER PUBLIC CHARITY | 2018 PLEDGE | $25,000 |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||
| 128 NORTH BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $2,000 |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||
| 128 NORTH BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | OTHER PUBLIC CHARITY | WATERCOLOR CLASSROOM | $50,000 |
| CARNEGIE MELLON UNIVERSITY | |||||||
| 5000 FORBES AVENUE | PITTSBURGH | PA | 15213 | NONE | OTHER PUBLIC CHARITY | FLORENCE CONFERENCE | $2,000 |
| WOODMERE MUSEUM | |||||||
| 9201 GERMANTOWN AVE | PHILADELPHIA | PA | 19118 | NONE | OTHER PUBLIC CHARITY | HONORING MARGUERITE LENFEST | $1,000 |
| LANTERN THEATER COMPANY | |||||||
| PO BOX 53428 | PHILADELPHIA | PA | 19105 | NONE | OTHER PUBLIC CHARITY | GRANT FOR RITE OF SPRING | $5,000 |
| ARDEN THEATRE COMPANY | |||||||
| 40 N 2ND STREET | PHILADELPHIA | PA | 19106 | NONE | OTHER PUBLIC CHARITY | SPONORSHIP OF THE WEBSTER SCHOOL FOR ARDEN | $10,000 |
| BROADWAY DREAMS FOUNDATION | |||||||
| 8965 BROCKAMN WAY | ALPHARETTA | GA | 30022 | NONE | OTHER PUBLIC CHARITY | 2018 PLEDGE | $25,000 |
| THE KENNEDY CENTER | |||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | OTHER PUBLIC CHARITY | PLEDGE FOR THE 2018 NCPA ANNUAL CAMPAIGN | $50,000 |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||
| 128 NORTH BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $1,350 |
| THEATRE PHILADELPHIA | |||||||
| 40 N 2ND STREET | PHILADELPHIA | PA | 19106 | NONE | OTHER PUBLIC CHARITY | ANNUAL PLEDGE | $25,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | OTHER PUBLIC CHARITY | IT STARTS HERE CAMPAIGN | $50,000 |
| THE PRINCESS GRACE FOUNDATION | |||||||
| 150 E 58TH ST 2504 | NEW YORK | NY | 10155 | NONE | OTHER PUBLIC CHARITY | SPONSOR FOR THE GALA | $15,000 |
| BROADWAY DREAMS FOUNDATION | |||||||
| 8965 BROCKAMN WAY | ALPHARETTA | GA | 30022 | NONE | OTHER PUBLIC CHARITY | 2018 ANNUAL PLEDGE | $25,000 |
| THE KENNEDY CENTER | |||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | OTHER PUBLIC CHARITY | MARK TWAIN PRIZE | $15,000 |
| THE KENNEDY CENTER | |||||||
| PO BOX 101510 | ARLINGTON | VA | 22210 | NONE | OTHER PUBLIC CHARITY | BUILDING THE FUTURE CAMPAIGN | $50,000 |
| THE PORTSIDE ARTS CENTER | |||||||
| 2531 EAST LEHIGH AVENUE | PHILADELPHIA | PA | 19125 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $7,500 |
| CHESTER CHARTER SCHOOL FOR ARTS | |||||||
| 1500 HIGHLAND AVENUE | CHESTER | PA | 19013 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| SAMUEL S FLEISHER ART MEMORIAL | |||||||
| 719 CATHARINE STREET | PHILADELPHIA | PA | 19147 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| WAYNE ART CENTER | |||||||
| 413 MAPLEWOOD ROAD | WAYNE | PA | 19087 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| OPERA PHILADELPHIA ACADEMY HOUSE | |||||||
| 1420 LOCUST STREET STE 210 | PHILADELPHIA | PA | 19102 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| ENCHANTMENT THEATER COMPANY | |||||||
| 100 SOUTH BROAD STREET STE 1318 | PHILADELPHIA | PA | 19110 | NONE | OTHER PUBLIC CHARITY | GENERAL OPERATING SUPPORT | $5,000 |
| SPRINGSIDE CHESTNUT HILL ACADEMY | |||||||
| 500 WEST WILLOW GROVE AVE | PHILADELPHIA | PA | 19118 | NONE | OTHER PUBLIC CHARITY | ARTS COUNCIL INITIATIVE | $10,000 |
| THE BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | OTHER PUBLIC CHARITY | 2018 EXHIBITION FUND | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $660,850 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $293,746 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $422,873 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $716,619 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $716,619 | 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 PREPARATION FEES | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | U.S. & INTL EQUITIES | StockNm |
| EOY Book Value | $5,314,249 | EOYBookValueAmt |
| EOYFMV | $13,804,897 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MUTUAL FUND TIMING AND ROUNDING DIFFERENCES | Desc |
| Amt | $607 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADR FEES | Desc |
| Revenue And Expenses Per Books | $485 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $485 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEES | $21,726 | $21,726 | $0 |
| WILMINGTON TRUST CUSTODY FEES | $21,378 | $10,689 | $10,689 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YEARS | $5,841 | $0 | $0 |
| FEDERAL TAX ESTIMATES | $13,760 | $0 | $0 |
| FOREIGN TAXES | $4,481 | $4,481 | $0 |
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