ARGUILD FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ARGUILD FOUNDATION (EIN 51-6016487)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-15
- IRS object ID
- 201911359349101656
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-15T13:13:12-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232436909 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELFINT LYONS & SHUMAN PA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 CENTRE RD STE 310 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | 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 | 516016487 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGUILD FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MARY CONNOLLY BRAUN PRESIDENT | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARGU | BusinessNameControlTxt |
| Phone | 3026526854 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198070007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY CONNOLLY BRAUN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3026526854 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN D RITCHIE CPA | PreparerPersonNm |
| PTIN | P00059143 | PTIN |
| Phone | 3022250600 | PhoneNum |
| Preparation | 2019-05-07 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.233.99.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 09:46:31 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | E6F5572289722DF9121B07F35A5687373760E420 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 572C9DC233DFEE79BFB8D47B109DDCDE12B4EA73 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,990,627 | 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 |
| Interest On Sav Rev And Expnss | $227 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $227 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $49,744 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $49,744 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $165,928 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $749,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $165,928 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $215,899 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $215,899 | 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 | $2,910 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,006 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,006 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,333 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,333 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $140 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,389 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $12,339 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $111,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $111,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $126,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $12,339 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $111,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $89,510 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $203,560 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,423 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $39,059 | SavAndTempCashInvstBOYAmt |
| Corporate Stock BOY | $1,639,496 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,769,291 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,989,430 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,197 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,197 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,680,978 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,770,488 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,990,627 | 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 | $1,680,978 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,770,488 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,680,978 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,770,488 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,680,978 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,770,488 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,680,978 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $89,510 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,770,488 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,770,488 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (27 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 VALUE INDEX FUND - 105.000 SHARES | P | 2018-01-19 | $13,501 | $11,488 | $2,013 | $2,013 | |
| ISHARES RUSSELL 1000 GROWTH - 50.000 SHARES | P | 2018-01-19 | $7,127 | $2,803 | $4,324 | $4,324 | |
| ISHARES MSCI EAFE GROWTH INDEX FUND - 170.000 SHARES | P | 2018-01-19 | $14,347 | $11,773 | $2,574 | $2,574 | |
| VANGUARD DIVIDEND APPREC ETF - 70.000 SHARES | P | 2018-01-19 | $7,451 | $2,871 | $4,580 | $4,580 | |
| UNDISC MGRS BEHAV VAL FD - L FUND - 32.049 SHARES | P | 2018-01-19 | $2,314 | $1,930 | $384 | $384 | |
| HARBOR DIV INT ALL CAP-INST - 1167.801 SHARES | P | 2001-01-22 | $14,235 | $11,281 | $2,954 | $2,954 | |
| CORTINA FDS INC SMALL CAP GWTH - 468.658 SHARES | P | 2001-01-22 | $8,000 | $7,475 | $525 | $525 | |
| AQUILA 3 PEAKS HIGH INCOME-Y - 1871.345 SHARES | P | 2001-01-22 | $16,000 | $16,861 | -$861 | -$861 | |
| DODGE & COX INTL STOCK FD - 407.944 SHARES | P | 2001-01-22 | $20,279 | $16,004 | $4,275 | $4,275 | |
| JPM PRIME MM FD - INSTL FUND - 843.050 SHARES | P | 2018-04-02 | $843 | $843 | $0 | $0 | |
| ISHA CURR HEDGED MSCI JAPAN - 205.000 SHARES | P | 2018-05-30 | $6,673 | $5,818 | $855 | $855 | |
| ISHARES MSCI EAFE GROWTH INDEX FUND - 2435.000 SHARES | P | 2018-06-27 | $190,869 | $163,138 | $27,731 | $27,731 | |
| HUBER CAPITAL EQUITY INC-IS - 12,127.129 SHARES | P | 2018-07-24 | $199,249 | $123,697 | $75,552 | $75,552 | |
| ABERDEEN EMER MKTS-INST - 3769.465 SHARES | P | 2018-09-26 | $53,753 | $50,812 | $2,941 | $2,941 | |
| VANGUARD SHORT TERM CORPORATE FUND - 3812.291 SHARES | P | 2018-09-26 | $39,800 | $41,206 | -$1,406 | -$1,406 | |
| AQUILA 3 PEAKS HIGH INCOME-Y - 9203.484 SHARES | P | 2018-09-26 | $76,481 | $81,456 | -$4,975 | -$4,975 | |
| SHEPHERD INVESTMENTS INTERNATIONAL | P | 2018-12-31 | $1,052 | $1,052 | $1,052 | ||
| ABERDEEN EMER MKTS-INST - 50.965 SHARES | P | 2018-09-26 | $727 | $804 | -$77 | -$77 | 2017-12-21 |
| AQUILA 3 PEAKS HIGH INCOME-Y - 426.577 SHARES | P | 2018-09-26 | $3,545 | $3,605 | -$60 | -$60 | |
| DODGE & COX INTL STOCK FD - 54.74 SHARES | P | 2018-01-22 | $2,721 | $2,505 | $216 | $216 | 2017-12-21 |
| HARBOR DIV INT ALL CAP-INST - 636.957 SHARES | P | 2018-01-22 | $7,765 | $7,287 | $478 | $478 | |
| HUBER CAPITAL EQUITY INC-IS - 165.334 SHARES | P | 2018-07-24 | $2,716 | $2,682 | $34 | $34 | |
| UNDISC MGRS BEHAV VAL FD - L FUND - 23.345 SHARES | P | 2018-01-22 | $1,686 | $1,627 | $59 | $59 | |
| VANGUARD SHORT TERM CORPORATE FUND - 20.706 SHARES | P | 2018-09-26 | $216 | $220 | -$4 | -$4 | |
| AQUILA 3 PEAKS HIGH INCOME-Y - 55.146 SHARES | P | 2018-09-26 | $458 | $492 | -$34 | -$34 | |
| VANGUARD SHORT TERM CORPORATE FUND - 1435.202 SHARES | P | 2018-09-26 | $14,984 | $15,213 | -$229 | -$229 | |
| CAPITAL GAINS DIVIDENDS | P | $43,027 | $43,027 | $43,027 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $165,928 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $111,819 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,036,336 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054912 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $111,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,942,513 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.057142 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $110,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,102,833 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052310 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,125,215 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.019763 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $47,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,928,977 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.024365 | DistributionYr5Rt |
| Total Distribution | 0.208492 | TotalDistributionRt |
| Average Distribution | 0.041698 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,175,835 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $90,728 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,036 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $92,764 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $111,000 | 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 | $2,036 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,036 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,036 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $429 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $429 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $15 | EsPenaltyAmt |
| Tax Due | $1,622 | TaxDueAmt |
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 | DE | 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 | MARY C BRAUN | IndividualWithBooksNm |
| Phone | 3026526854 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARY CONNOLLY BRAUN | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 198070007 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| WILSON JC BRAUN JR | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 198070007 | EXECUTIVE VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| COURTNEY C BRAUN | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 198070007 | VICE PRESIDENT | 0.00 | $0 | $0 | $0 |
| WILSON JC BRAUN III | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 198070007 | VICE PRESIDENT | 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 ACCEPTS APPLICATIONS IN LETTER FORMAT FROM ORGANIZATIONS OPERATED FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES AS PROVIDED FOR IN IRC SEC 501(C)(3). | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | GRANT REQUESTS FOR THE FURTHERANCE OF OPERATIONAL PROGRAMS OR CAPITAL EXPENDITURES ARE REVIEWED AND ACTED UPON. DIRECT CONTRIBUTIONS DURING YEAR: | Description2Txt |
| Expenses2 | $111,000 | Expenses2Amt |
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 | $2,179,459 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $29,511 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,208,970 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,208,970 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $33,135 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,175,835 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $108,792 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $108,792 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,036 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,036 | TotalTaxAmt |
| Distributable Before Adj | $106,756 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $106,756 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $106,756 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $111,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $111,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,036 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $108,964 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $106,756 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $2,862 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $11,864 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,726 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $111,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,756 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,244 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $18,970 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $18,970 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $2,862 | ExcessFromYear2Amt |
| Excess From Year1 | $11,864 | ExcessFromYear1Amt |
| Excess From Current Year | $4,244 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MARY CONNOLLY BRAUN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1Txt |
| City | GREENVILLE | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19807 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3026526854 | RecipientPhoneNum |
| Form And Info And Materials | LETTER FORMAT REQUESTING A GRANT. ADDITIONAL MATERIALS AT DONEE'S OPTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | ORGANIZATIONS OPERATED FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES AS PROVIDED UNDER IRC SECTION 501 (C)(3) | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|
| THE UNIVERSITY OF PENNSYLVANIA | |||||
| 1 COLLEGE HALL | PHILADELPHIA | PA | 19014 | EDUCATIONAL PURPOSE | $25,000 |
| THE UNIVERSITY OF PENNSYLVANIA | |||||
| 1 COLLEGE HALL | PHILADELPHIA | PA | 19014 | EDUCATIONAL PURPOSE | $25,000 |
| THE INTERNATIONAL FRIENDS OF THE LONDON LIBRARY | |||||
| 515 MADISON AVENUE SUITE 1901 | NEW YORK | NY | 10022 | EDUCATIONAL PURPOSE | $10,000 |
| THE AGAWAM COUNCIL | |||||
| 54 AGAWAM ROAD | RAYMOND | ME | 04071 | RECREATION PURPOSE | $1,000 |
| THE UNIVERSITY OF PENNSYLVANIA | |||||
| 1 COLLEGE HALL | PHILADELPHIA | PA | 19014 | EDUCATIONAL PURPOSE | $25,000 |
| THE UNIVERSITY OF PENNSYLVANIA | |||||
| 1 COLLEGE HALL | PHILADELPHIA | PA | 19014 | EDUCATIONAL PURPOSE | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $111,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $227 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $49,744 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $165,928 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $215,899 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $215,899 | 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 | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,910 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMON STOCKS/MUTUAL FUNDS | StockNm |
| EOY Book Value | $1,769,291 | EOYBookValueAmt |
| EOYFMV | $1,989,430 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | DIVIDEND RECEIVABLE | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,197 | BookValueAmt |
| EOYFMV | $1,197 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | POST OFFICE BOX FEE | Desc |
| Revenue And Expenses Per Books | $140 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMNT. FEES | CategoryTxt |
| Amt | $11,006 | Amt |
| Net Investment Income | $11,006 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $1,333 | Amt |
| Net Investment Income | $1,333 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments