THE@GT FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE@GT FOUNDATION (EIN 23-7927474)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-08
- IRS object ID
- 201903129349100335
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-08T12:27:01-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | 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 | 237927474 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GTFO | BusinessNameControlTxt |
| Phone | 2152569521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 GEHMAN ROAD PO BOX 357 | AddressLine1Txt |
| City | KULPSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194430357 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALLON BLOCH | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2152569521 | PhoneNum |
| Signature | 2019-10-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE G SILVER | PreparerPersonNm |
| PTIN | P01290031 | PTIN |
| Phone | 2154414600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 64.55.30.226 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-29 | IPDt |
| IP Tm | 15:04:13 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A784698B36C1CCCF720A42ED971C1A0062FE5F8A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 41751D55C13ADD5C61F7A5404F8B933FBF8D3200 | 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 | $8,210,880 | 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 | $480,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $197,534 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $197,534 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,004,327 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,600,898 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,004,327 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,681,861 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,201,861 | 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 | $1,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $265 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,215 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $15 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $848,698 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $848,698 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $850,913 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $15 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $848,698 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $830,948 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,201,846 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $529 | CashBOYAmt |
| Cash EOY | $514 | CashEOYAmt |
| Cash EOYFMV | $514 | CashEOYFMVAmt |
| US Government Obligations BOY | $3,141,444 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,619,941 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,501,978 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,996,987 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,349,453 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,708,388 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,138,960 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,969,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,210,880 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,138,960 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,969,908 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,138,960 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,969,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,138,960 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,969,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,138,960 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $830,948 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,969,908 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,969,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| LONG-TERM TREASURY ADM | P | 2012-03-30 | 2018-12-21 | $850,898 | $851,408 | -$510 | -$510 |
| 500 INDEX FUND ADM | P | 2012-01-01 | 2018-09-27 | $1,750,000 | $745,163 | $1,004,837 | $1,004,837 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,004,327 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $491,443 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,787,923 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.063103 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $447,115 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,325,289 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061037 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $396,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,287,786 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054406 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $300,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,684,937 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044877 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $325,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,847,071 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.055583 | DistributionYr5Rt |
| Total Distribution | 0.279006 | TotalDistributionRt |
| Average Distribution | 0.055801 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,432,083 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $470,519 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,018 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $482,537 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $848,698 | 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 | $12,018 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,018 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,018 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,558 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $15,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,558 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,540 | OverpaymentAmt |
| Applied To ES Tax | $8,540 | 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 | ALLON BLOCH | IndividualWithBooksNm |
| Phone | 2152569521 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1510 GEHMAN ROAD PO BOX 357 | AddressLine1Txt |
| City | KULPSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19438 | 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 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| KENNETH STANLEY | |||||||||
| C/O GT SERVICES LLC 1510 GEHMAN | ROAD PO BOX 357 | KULPSVILLE | PA | 19438 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOAN STANLEY | |||||||||
| C/O GT SERVICES LLC 1510 GEHMAN | ROAD PO BOX 357 | KULPSVILLE | PA | 19438 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY STANLEY | |||||||||
| C/O GT SERVICES LLC 1510 GEHMAN | ROAD PO BOX 357 | KULPSVILLE | PA | 19438 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HANNAH DELFINER | |||||||||
| C/O GT SERVICES LLC 1510 GEHMAN | ROAD PO BOX 357 | KULPSVILLE | PA | 19438 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RUTH DELFINER | |||||||||
| C/O GT SERVICES LLC 1510 GEHMAN | ROAD PO BOX 357 | KULPSVILLE | PA | 19438 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL DELFINER | |||||||||
| C/O GT SERVICES LLC 1510 GEHMAN | ROAD PO BOX 357 | KULPSVILLE | PA | 19438 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS A PRIVATE NON-OPERATING FOUNDATION AND AS SUCH ITS ONLY ACTIVITY IS TO MAKE GRANTS OR CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS, PRINCIPALLY TO PUBLIC CHARITIES. SEE PART XV, QUESTION 3A. | Description1Txt |
| Expenses1 | $848,948 | Expenses1Amt |
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 | $8,559,965 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $525 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,560,490 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,560,490 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $128,407 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,432,083 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $421,604 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $421,604 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,018 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,018 | TotalTaxAmt |
| Distributable Before Adj | $409,586 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $409,586 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $409,586 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $848,698 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $848,698 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $12,018 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $836,680 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $409,586 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $35,786 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $28,036 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $37,577 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $95,821 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $106,161 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $303,381 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $848,698 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $409,586 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $439,112 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $742,493 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $35,786 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $706,707 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $28,036 | ExcessFromYear4Amt |
| Excess From Year3 | $37,577 | ExcessFromYear3Amt |
| Excess From Year2 | $95,821 | ExcessFromYear2Amt |
| Excess From Year1 | $106,161 | ExcessFromYear1Amt |
| Excess From Current Year | $439,112 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 111 PRESIDENTIAL BLVD SUITE 203 | BALA CYNWYD | PA | 19004 | N/A | PC | GENERAL FUND | $13,644 |
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | PC | GENERAL SUPPORT | $147,500 |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 116 HUNTINGTON AVENUE THIRD FLOOR | BOSTON | MA | 02116 | N/A | PC | CHAPLAINCY PROGRAM | $9,000 |
| CANCER ANGELS OF SAN DIEGO | |||||||
| 1915 ASTON AVENUE | CARLSBAD | CA | 92008 | N/A | PC | GENERAL FUND | $5,000 |
| DONORSCHOOSEORG | |||||||
| 134 W 37TH ST FLOOR 11 | NEW YORK | NY | 10018 | N/A | PC | GENERAL FUND | $26,874 |
| EZRA UGANDA ASSISTANCE CO RABBI LEILA GAL BERNER | |||||||
| 11409 HOUNDS WAY | ROCKVILLE | MD | 20852 | N/A | PC | TO IMPROVE AVAILABILITY OF SAFE DRINKING WATER IN NAMUTUMBA, UGANDA | $72,500 |
| FACING HISTORY AND OURSELVES | |||||||
| 16 HURD ROAD | BROOKLINE | MA | 02445 | N/A | PC | GENERAL FUND | $1,336 |
| GRADY HEALTH FOUNDATION | |||||||
| 191 PEACHTREE STREET 820 | ATLANTA | GA | 30303 | N/A | PC | GENERAL FUND | $10,000 |
| HADASSAH THE WOMENS ZIONIST ORGANIZATION OF AMERICA INC | |||||||
| 40 WALL STREET 8TH FLOOR | NEW YORK | NY | 10005 | N/A | PC | GENERAL FUND | $107,000 |
| INTERFAITH HOSPITALITY NETWORK - MAIN LINE | |||||||
| 1449 DEKALB STREET | NORRISTOWN | PA | 19401 | N/A | PC | GENERAL FUND | $7,000 |
| JEWISH CHAPLAINCY COUNCIL | |||||||
| 1320 CENTRE STREET | NEWTOWN CENTRE | MA | 02459 | N/A | PC | GENERAL FUND | $30,000 |
| JEWISH FEDERATION OF SAN DIEGO | |||||||
| 4950 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL FUND | $5,000 |
| LOVING SPOONFULS INC | |||||||
| 1304 COMMONWEALTH AVENUE | BOSTON | MA | 02134 | N/A | PC | GENERAL FUND | $160,000 |
| MSPCA ANGELL | |||||||
| 350 SOUTH HUNTINGTON AVENUE | BOSTON | MA | 02130 | N/A | PC | ANNUAL FUND | $10,944 |
| NORTH AMERICAN JAT CHARITIES | |||||||
| 20 GUMANI CT | FREEHOLD | NJ | 07728 | N/A | PC | GENERAL FUND | $7,500 |
| NORTH VALLEY COMMUNITY FOUNDATION | |||||||
| 240 MAIN STREET SUITE 260 | CHICO | CA | 95928 | N/A | PC | GENERAL FUND | $53,500 |
| RADY CHILDREN'S HOSPITAL | |||||||
| 3665 KEARNEY VILLA RD | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL FUND | $70,000 |
| RANCHO COASTAL HUMANE SOCIETY | |||||||
| 389 REQUEZA STREET | ENCINITAS | CA | 92024 | N/A | PC | GENERAL FUND | $14,511 |
| RETURN TO FREEDON | |||||||
| PO BOX 926 | LOMPOC | CA | 93438 | N/A | PC | WILD HORSE CONSERVATION | $53,500 |
| RONALD MCDONALD HOUSE SAN DIEGO | |||||||
| 2929 CHILDRENS WAY | SAN DIEGO | CA | 92123 | N/A | PC | HOUSE PROGRAMS AND SERVICES | $32,000 |
| THE ERIC PAREDES SAVE A LIFE FOUNDATION | |||||||
| 2514 JAMACHA ROAD SUITE 502 | EL CAJON | CA | 92019 | N/A | PC | GENERAL FUND | $7,511 |
| VOICES FOR CHILDREN | |||||||
| 2851 MEADOW LARK DRIVE | SAN DIEGO | CA | 92123 | N/A | PC | GENERAL FUND | $4,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $848,698 | 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 | $197,534 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,004,327 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,201,861 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,201,861 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GT SERVICES LLC | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1105 NORTH MARKET STREET STE 1300 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $480,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,950 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $4,619,941 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $4,501,978 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD 500 INDEX FUND ADM | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,349,453 | BookValueAmt |
| EOYFMV | $3,708,388 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $15 | $15 | $0 |
| MISCELLANEOUS | $250 | $0 | $0 |
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