EDEN HALL FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
EDEN HALL FOUNDATION (EIN 25-1384468)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-11-14
IRS object ID
201803189349101020
Schema version
2017v2.3
Source
Download XML · Original 990 at ProPublica

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

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2018-11-14T10:53:09-00:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RD HOAG & ASSOCIATES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1555 NORTH BELL AVE SUITE 100AddressLine1Txt
CityCARNEGIECityNm
State AbbreviationPAStateAbbreviationCd
ZIP15106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN251384468EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Eden Hall FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlEDENBusinessNameControlTxt
Phone4126426697PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 Grant Street Room 5050AddressLine1Txt
CityPittsburghCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGeorge GreerPersonNm
Person TitleChairmanPersonTitleTxt
Signature2018-11-14SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCRAIG BREERWOOD CPAPreparerPersonNm
Phone4122781600PhoneNum
Preparation2018-11-14PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address75.145.40.41IPv4AddressTxt
FieldValueIRS element (for citing)
IP2018-11-13IPDt
IP Tm17:38:45IPTm
IP TimezoneESIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdB45D20DEC76AE822A530057A5C6F8E18F5E767E6AtSubmissionCreationDeviceId
At Submission Filing Device IdB45D20DEC76AE822A530057A5C6F8E18F5E767E6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$236,080,867FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$10,058InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$10,058InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$6,671,503DividendsRevAndExpnssAmt
Dividends Net Invst Incm$6,671,503DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$7,179,034NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$4,822,848GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$4,114OtherIncomeRevAndExpnssAmt
Total Rev And Expnss-$493,359TotalRevAndExpnssAmt
Total Net Invst Incm$6,681,561TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$422,712CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$167,970CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$254,742CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss$222,450OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm$96,228OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl$126,222OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss$113,195PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Net Invst Incm$49,080PensionEmplBnftNetInvstIncmAmt
Pension Empl Bnft Dsbrs Chrtbl$64,115PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss$18,423AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$18,423AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$160,488TaxesRevAndExpnssAmt
Taxes Net Invst Incm$15,444TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$20,222TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$117,711OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$22,366OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$95,345OccupancyDsbrsChrtblAmt
Printing And Pub Rev And Expnss$12,326PrintingAndPubRevAndExpnssAmt
Printing And Pub Net Invst Incm$2,476PrintingAndPubNetInvstIncmAmt
Printing And Pub Dsbrs Chrtbl$9,850PrintingAndPubDsbrsChrtblAmt
Other Expenses Rev And Expnss$266,775OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$87,680OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$179,096OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$1,334,080TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$441,244TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$768,015TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,688,540ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,688,540ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$11,022,620TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$441,244TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,456,555TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$11,515,979ExcessRevenueOverExpensesAmt
Net Investment Income$6,240,317NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$1,170,346CashBOYAmt
Cash EOY$1,540,835CashEOYAmt
Cash EOYFMV$1,540,835CashEOYFMVAmt
Corporate Stock BOY$104,948,171CorporateStockBOYAmt
Corporate Stock EOY$98,942,117CorporateStockEOYAmt
Corporate Stock EOYFMV$223,790,438CorporateStockEOYFMVAmt
Corporate Bonds BOY$10,389,645CorporateBondsBOYAmt
Corporate Bonds EOY$10,389,645CorporateBondsEOYAmt
Corporate Bonds EOYFMV$10,506,615CorporateBondsEOYFMVAmt
Land Bldg Equip Cost Or Other Bss$255,201LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$70,267LandBldgEquipAccumDeprecAmt
Land BOY$210,454LandBOYAmt
Land EOY$184,934LandEOYAmt
Land EOYFMV$184,934LandEOYFMVAmt
Other Assets BOY$37,045OtherAssetsBOYAmt
Other Assets EOY$58,045OtherAssetsEOYAmt
Other Assets EOYFMV$58,045OtherAssetsEOYFMVAmt
Total Assets BOY$116,755,661TotalAssetsBOYAmt
Total Assets EOY$111,115,576TotalAssetsEOYAmt
Total Assets EOYFMV$236,080,867TotalAssetsEOYFMVAmt
Accounts Payable BOY$1,485AccountsPayableBOYAmt
Accounts Payable EOY$178AccountsPayableEOYAmt
Grants Payable BOY$4,780,000GrantsPayableBOYAmt
Grants Payable EOY$7,545,500GrantsPayableEOYAmt
Other Liabilities BOY$40,824OtherLiabilitiesBOYAmt
Other Liabilities EOY$36,252OtherLiabilitiesEOYAmt
Total Liabilities BOY$4,822,309TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,581,930TotalLiabilitiesEOYAmt
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind
Unrestricted BOY$111,933,352UnrestrictedBOYAmt
Unrestricted EOY$103,533,646UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY$111,933,352TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$103,533,646TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$116,755,661TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$111,115,576TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$111,933,352TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$11,515,979ExcessRevenueOverExpensesAmt
Other Increases$5,881,773OtherIncreasesAmt
Subtotal$106,299,146SubtotalAmt
Other Decreases$2,765,500OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$103,533,646TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHLUMBERGER, LTDP2015-01-012017-12-31$3,250,967$2,014,461$1,236,506$1,236,506
SEADRILL LTDP2015-01-012017-12-31$34,271$3,517,994-$3,483,723-$3,483,723
TEVA PHARMACEUTICAL INDP2015-01-012017-12-31$963,871$2,771,519-$1,807,648-$1,807,648
TRANSOCEAN LIMITED NAMENP2015-01-012017-12-31$573,739$3,697,908-$3,124,169-$3,124,169
FieldValueIRS element (for citing)
Capital Gain Net Income-$7,179,034CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$10,348,843AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$199,716,716NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.051818DistributionYr1Rt
Adjusted Qlfy Distri Yr2$10,187,521AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$193,252,985NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.052716DistributionYr2Rt
Adjusted Qlfy Distri Yr3$10,924,713AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$155,114,235NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.070430DistributionYr3Rt
Adjusted Qlfy Distri Yr4$10,151,093AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$192,144,672NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.052830DistributionYr4Rt
Adjusted Qlfy Distri Yr5$7,908,307AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$176,280,708NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.044862DistributionYr5Rt
Total Distribution000.272656TotalDistributionRt
Average Distribution000.054531AverageDistributionRt
Net Vl Noncharitable Assets$216,846,411NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$11,824,852AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$62,403NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$11,887,255AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,456,555QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$124,806InvestmentIncomeExciseTaxAmt
Subtotal$124,806SubtotalAmt
Tax Based On Investment Income$124,806TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$118,565EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$6,241ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$124,806TotalPaymentsAndCreditsAmt
Original Return Tax Paid$124,806OriginalReturnTaxPaidAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website Addresswww.edenhallfdn.orgWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1EDEN HALL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4126426697PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1600 GRANT STREET SUITE 5050AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GEORGE C GREER
600 GRANT STREETPITTSBURGHPA15219CHAIRMAN AND PRESIDENT002.00$30,000
JOHN M MAZUR
600 GRANT STREETPITTSBURGHPA15219V.P. TREASURER030.00$30,000
CHARLES J STOUT
600 GRANT STREETPITTSBURGHPA15219VICE PRESIDENT002.00$30,000
MARGARET P JOY
600 GRANT STREETPITTSBURGHPA15219V.P. SECRETARY002.00$30,000
LAURA S FISHER
600 GRANT STREETPITTSBURGHPA15219VICE PRESIDENT002.00$30,000
SYLVIA V FIELDS
600 GRANT STREETPITTSBURGHPA15219EXECUTIVE DIRECTOR040.00$272,712$6,061

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

FieldValueIRS element (for citing)
PersonALICIA M CHATKINPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1600 GRANT STREET STE 5050AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
TitlePROG. ANALYSTTitleTxt
Average Hrs Per Wk Devoted To Pos040.00AverageHrsPerWkDevotedToPosRt
Compensation$89,033CompensationAmt
Expense Account$1,728ExpenseAccountAmt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt
FieldValueIRS element (for citing)
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$218,223,412AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,682,250AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$242,979FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$220,148,641TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$220,148,641AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$3,302,230CashDeemedCharitableAmt
Net Vl Noncharitable Assets$216,846,411NetVlNoncharitableAssetsAmt
Minimum Investment Return$10,842,321MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$10,842,321MinimumInvestmentReturnAmt
Tax Based On Investment Income$124,806TaxBasedOnInvestmentIncomeAmt
Total Tax$124,806TotalTaxAmt
Distributable Before Adj$10,717,515DistributableBeforeAdjAmt
Distributable Before Ded$10,717,515DistributableBeforeDedAmt
Distributable As Adjusted$10,717,515DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,456,555ExpensesAndContributionsAmt
Qualifying Distributions$10,456,555QualifyingDistributionsAmt
Adjusted Qualifying Distri$10,456,555AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$10,717,515DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$7,908,307ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$1,448,346ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$10,988,368ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,187,521ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$10,348,843ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$40,881,385TotalExcessDistributionCyovAmt
Qualifying Distributions$10,456,555QualifyingDistributionsAmt
Applied To Current Year$10,456,555AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$260,960ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$260,960ExcessDistributionCyovAppCYAmt
Total Corpus$40,620,425TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$7,647,347ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$32,973,078ExcessDistriCyovToNextYrAmt
Excess From Year4$1,448,346ExcessFromYear4Amt
Excess From Year3$10,988,368ExcessFromYear3Amt
Excess From Year2$10,187,521ExcessFromYear2Amt
Excess From Year1$10,348,843ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerNONEContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonGEORGE C GREER EDEN HALLRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1FOUNDATION 600 GRANT ST STE 5050AddressLine1Txt
CityPITTSBURGHCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Recipient Phone4126426697RecipientPhoneNum
Form And Info And MaterialsSubmissions are accepted in writing either by mail or online submissionFormAndInfoAndMaterialsTxt
Submission DeadlinesRollingSubmissionDeadlinesTxt
Restrictions On AwardsNone - Board determines awardsRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See AttachedBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VariousAddressLine1Txt
CityVariousCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeVariousGrantOrContributionPurposeTxt
Amt$9,688,540Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,688,540TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1See AttachedBusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1VariousAddressLine1Txt
CityVariousCityNm
State AbbreviationPAStateAbbreviationCd
ZIP15219ZIPCd
FieldValueIRS element (for citing)
Grant Or Contribution PurposeVariousGrantOrContributionPurposeTxt
Amt$5,315,500Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$5,315,500TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$10,058ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$6,671,503ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$7,179,034ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescMiscellaneous IncomeDesc
Exclusion14ExclusionCd
Exclusion$4,114ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$493,359ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$493,359TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting FeesCategoryTxt
Amt$18,423Amt
Disbursements Charitable Prps$18,423DisbursementsCharitablePrpsAmt

General Explanation Attachment GeneralExplanationAttachment

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondCorporate bondsBondNm
EOY Book Value$10,389,645EOYBookValueAmt
EOYFMV$10,506,615EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCorporate stockStockNm
EOY Book Value$98,942,117EOYBookValueAmt
EOYFMV$223,790,438EOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp

FieldValueIRS element (for citing)
Category Or ItemLeasehold ImprovementsCategoryOrItemTxt
Cost Or Other Basis$255,201CostOrOtherBasisAmt
Accumulated Depreciation$70,267AccumulatedDepreciationAmt
Book Value$184,934BookValueAmt
EOYFMV$184,934EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescArtworkDesc
BOY Book Value$37,045BOYBookValueAmt
EOY Book Value$58,045EOYBookValueAmt
EOYFMV$58,045EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescNet change in grants awardedDesc
Amt$2,765,500Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (24 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Office supplies$6,109$1,162$4,947
Computer$39,884$7,976$31,909
Telephone$5,391$1,078$4,313
Plant care$1,038$1,038
Website Design$28,050$5,609$22,441
Grantmaker dues$24,022$24,022
Postage$1,622$703$919
Vehicle expenses$23,919$23,919
Payroll processing fees$4,381$1,899$2,482
Copier$1,831$366$1,465
Bank trust fees$58,702$58,702
Shredding and Storage$1,128$226$902
Insurance$6,127$3,064$3,063
Performance measure$2,000$2,000
Miscellaneous$383$383
Travel$3,568$3,568
Entertainment$2,925$2,925
Program registration$4,751$4,751
Meals$7,604$7,604
Security$240$46$194
Eden Hall Farm$3,631$3,631
Repairs/Maintenance$1,390$1,390
Amortization$25,520$4,849$20,671
Membership$12,559$12,559

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescMiscellaneous IncomeDesc
Revenue And Expenses Per Books$4,114RevenueAndExpensesPerBooksAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescGain on grants distributed in stockDesc
Amt$5,881,773Amt

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail (2 entries)

DescDescBOY Book ValueBOYBookValueAmtEOY Book ValueEOYBookValueAmt
Payroll related liabilities$33,680$30,011
Excise tax payable$7,144$6,241

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Payroll taxes$35,666$15,444$20,222
Excise tax$124,822

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