WOODS CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WOODS CHARITABLE FOUNDATION (EIN 20-1060852)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-16
- IRS object ID
- 201811069349100011
- Schema version
- 2017v2.2
- 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
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-16T10:43:38-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RKL LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 CONCORD ROAD PO BOX 21439 | AddressLine1Txt |
| City | YORK | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201060852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODS CHARITABLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O WARE FAMILY OFFICE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 3035345157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 UNIVERSITY BLVD 874 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH HARTNETT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3035345157 | PhoneNum |
| Signature | 2018-04-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KEITH L ELDREDGE | PreparerPersonNm |
| PTIN | P00120377 | PTIN |
| Phone | 7178433804 | PhoneNum |
| Preparation | 2018-04-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $7,057,529 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $36,258 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $36,258 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $309,052 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $309,052 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,917,582 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $20,714,146 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,917,582 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$82,017 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$82,017 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,180,875 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,180,875 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,975 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $12,988 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,987 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $11,828 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,914 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,914 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $146,338 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $146,338 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $50,759 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,605 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,865 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $773 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,092 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,404 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,202 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,202 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $243,169 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $171,820 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $24,195 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $12,823,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $12,373,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $13,066,169 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $171,820 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $12,397,195 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$7,885,294 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,009,055 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,576,942 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $7,057,529 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $7,057,529 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl BOY | $15,561 | PledgesRcvblBOYAmt |
| Corporate Stock BOY | $1,775,794 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $505,987 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,482,804 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,357,088 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,057,529 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,057,529 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,497 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $50,379 | AccountsPayableEOYAmt |
| Grants Payable BOY | $200,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $650,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $223,497 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $700,379 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,118,530 | UnrestrictedBOYAmt |
| Unrestricted EOY | $6,357,150 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $15,061 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $0 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,133,591 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,357,150 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,357,088 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,057,529 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,133,591 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$7,885,294 | ExcessRevenueOverExpensesAmt |
| Other Increases | $251 | OtherIncreasesAmt |
| Subtotal | $9,248,548 | SubtotalAmt |
| Other Decreases | $2,891,398 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,357,150 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $17,460,558 | $13,614,751 | $3,845,807 | $3,845,807 | ||
| COLCHESTER GLOBAL BOND FUND | $1,162,622 | $1,120,000 | $42,622 | $42,622 | 2017-11-30 | |
| GLAMORGAN PARTNERS LP | $1,719,375 | $1,050,000 | $669,375 | $669,375 | 2017-11-30 | |
| PASSTHROUGH COLCHESTER GLOBAL BOND FUND | $11,813 | -$11,813 | -$11,813 | |||
| PASSTHROUGH GLAMORGAN PARTNERS LP | $365,821 | $365,821 | $365,821 | |||
| CAPITAL GAINS DIVIDENDS | $5,770 | $5,770 | $5,770 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,917,582 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,213,606 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,278,293 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070239 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $985,162 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $18,235,969 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.054023 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,194,290 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $19,295,682 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.061894 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,046,332 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $18,892,222 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.055384 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $387,297 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $17,384,639 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.022278 | DistributionYr5Rt |
| Total Distribution | 0.263818 | TotalDistributionRt |
| Average Distribution | 0.052764 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $16,992,617 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $896,598 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $50,091 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $946,689 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,397,195 | 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 | $50,091 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $50,091 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $50,091 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,186 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,186 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $42,905 | 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 | CO | OrgReportOrRegisterStateCd |
| 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 | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH HARTNETT JR | IndividualWithBooksNm |
| Phone | 3035345157 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 191 UNIVERSITY BLVD 874 | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80206 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|
| MR ARTHUR E JOHNSON | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD 874 | DENVER | CO | 80206 | PRESIDENT/CHAIRMAN | 0.80 | $1,500 | $0 | $0 |
| MR SCOTT A STRODE | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD 874 | DENVER | CO | 80206 | VICE-PRESIDENT/DIRECTOR | 0.50 | $1,500 | $0 | $0 |
| MR JOSEPH HARTNETT JR | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD 874 | DENVER | CO | 80206 | TREASURER | 1.30 | $16,975 | $0 | $0 |
| MR MARK A STRODE | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD 874 | DENVER | CO | 80206 | SECRETARY/DIRECTOR | 0.50 | $1,500 | $0 | $0 |
| THE HON MARILYN WARE | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD 874 | DENVER | CO | 80206 | VICE CHAIR (TILL 12/2017) | 0.50 | $1,500 | $0 | $0 |
| MR ANTHONY P TERRACCIANO | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD 874 | DENVER | CO | 80206 | DIRECTOR | 0.50 | $1,500 | $0 | $0 |
| AMYLA LAVRIC | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD 874 | DENVER | CO | 80206 | DIRECTOR | 0.50 | $1,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRTLE CALLAGHAN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BARR HARBOR DR | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $57,122 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,722,098 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,529,290 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,251,388 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,251,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $258,771 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $16,992,617 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $849,631 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $849,631 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $50,091 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $50,091 | TotalTaxAmt |
| Distributable Before Adj | $799,540 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $799,540 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $799,540 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $12,397,195 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $12,397,195 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $50,091 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $12,347,104 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $799,540 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $119,529 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $256,698 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $97,530 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $363,753 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $837,510 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $12,397,195 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $799,540 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,597,655 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,435,165 | 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 | $12,435,165 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $119,529 | ExcessFromYear4Amt |
| Excess From Year3 | $256,698 | ExcessFromYear3Amt |
| Excess From Year2 | $97,530 | ExcessFromYear2Amt |
| Excess From Year1 | $363,753 | ExcessFromYear1Amt |
| Excess From Current Year | $11,597,655 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ANIMAL DEFENDERS | |||||||
| 6100 WILSHIRE BLVD 1150 | LOS ANGELES | CA | 90048 | PC | GENERAL OPERATING | $70,000 | |
| BLUE OAK SCHOOL | |||||||
| 1436 POLK STREET | NAPA | CA | 94559 | PC | TO SUPPORT THE ACORN FUND TO PROVIDE ONGOING ENHANCEMENTS TO THE SCHOOL | $20,000 | |
| CANINE PARTNERS FOR LIFE | |||||||
| 130D RD2 | COCHRANVILLE | PA | 19330 | PC | CAPITAL GRANT | $200,000 | |
| CENTER THEATER GROUP | |||||||
| MUSIC CENTER ANNEX 601 W TEMPLE | LOS ANGELES | CA | 90012 | PC | TO SUPPORT AUGUST WILSON MONOLOGUE COMPETITION | $12,500 | STREET |
| CENTRAL PENNSYLVANIA CLINIC | |||||||
| PO BOX 5806 | BELLEVILLE | PA | 17004 | PC | NEW BUILDING IN BELLEVILLE, PA | $100,000 | |
| EXPONENTIAL PHILANTHROPY (FKA ASSOCIATION OF SMALL FOUNDATIONS) | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FREE THE SLAVES INC | |||||||
| 1320 19TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | PC | TO SUPPORT ACTIVITES FOR WORK IN NEPAL | $50,000 | |
| FRIENDS OF WEST HOLLYWOOD ELEMENTARY | |||||||
| 970 NORTH HAMMOND STREET | WEST HOLLYWOOD | CA | 90069 | PC | GENERAL OPERATING EXPENSES | $12,500 | |
| GO CONSCIOUS EARTH | |||||||
| 1000 WILLBEA ROAD | DURHAM | NC | 27705 | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| HOUSE WITH A HEART SENIOR PET SANCTUARY | |||||||
| 6409 STREAM VALLEY WAY | GAITHERSBURG | MD | 20822 | PC | GENERAL OPERATING EXPENSES | $10,000 | |
| JP MORGAN CHARITABLE GIFT FUND - AMYLA LAVRIC | |||||||
| C/O J/P MORGAN CHARITABLE GIVING | JENKINTOWN | PA | 19046 | PF | TRANSFER TO DONOR ADVISED FUND WITHIN JP MORGAN CHARITABLE GIVING FUND | $6,450,000 | FUND 165 TOWNSHIP LINE ROAD SUITE 1 |
| JP MORGAN CHARITABLE GIFT FUND - SCOTT A STRODE | |||||||
| C/O J/P MORGAN CHARITABLE GIVING | JENKINTOWN | PA | 19046 | PF | TRANSFER TO DONOR ADVISED FUND WITHIN JP MORGAN CHARITABLE GIVING FUND | $3,700,000 | FUND 165 TOWNSHIP LINE ROAD SUITE 1 |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVENUE | WYNDMOOR | PA | 19038 | PC | MGI CAPITAL CAMPAIGN | $25,000 | |
| LANCASTER COUNTY DAY SCHOOL | |||||||
| 725 HAMILTON ROAD | LANCASTER | PA | 17603 | PC | ROOM TO GROW CAMPAIGN | $25,000 | |
| LANCASTER COUNTY DAY SCHOOL | |||||||
| 725 HAMILTON ROAD | LANCASTER | PA | 17603 | PC | GENERAL OPERATING EXPENSES | $5,000 | |
| MOUNT ST MARY'S UNIVERSITY | |||||||
| 16300 OLD EMMITSBURG ROAD | EMMITSBURG | MD | 21727 | PC | SOCCER PROGRAM | $5,000 | |
| PHOENIX MULTISPORT | |||||||
| 4735 EAST WALNUT SUITE C | BOULDER | CO | 80301 | PC | SUPPORT THE RECRUITMENT AND STAFFING EFFORTS OF THE ORGANIZATION AS IT EXPANDS IT OPERATIONS IN CA | $40,000 | |
| PHOENIX MULTISPORT | |||||||
| 4735 EAST WALNUT SUITE C | BOULDER | CO | 80301 | PC | BOSTON BUILDING PROJECT | $1,300,000 | |
| PIEDMONT FARM ANIMAL RESCUE | |||||||
| 7236 NC HIGHWAY 87N | PITTSBORO | NC | 27312 | PC | GENERAL OPERATING EXPENSES | $8,000 | |
| RECOVERY FITNESS | |||||||
| PO BOX 31604 | ROCHESTER | NY | 14603 | PC | EQUIPMENT PURCHASE | $10,000 | |
| SUNRISE HORSE RESCUE | |||||||
| PO BOX 143 | ST HELENA | CA | 94574 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| THE GREATER MILWAUKEE FOUNDATION | |||||||
| 101 W PLEASANT ST SUITE 210 | MILWAUKEE | WI | 53212 | PC | BRANDON GELZER FUND | $5,000 | |
| THE MONMOUTH MEDICAL CENTER FOUNDATION | |||||||
| 300 SECOND AVENUE | LONG BRANCH | NJ | 07740 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 295 JOHN MORGAN BUILDING 3620 | PHILADELPHIA | PA | 19104 | PC | SUPPORT APPLIED RESEARCH TO DISCOVER DRUGS TO TREAT AND PREVENT ALZHEIMER'S DISEASE | $100,000 | HAMILTON WALK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $12,223,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CANINE PARTNERS FOR LIFE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130D RD2 | AddressLine1Txt |
| City | COCHRANVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19330 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | CAPITAL GRANT | GrantOrContributionPurposeTxt |
| Amt | $600,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $600,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,258 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $309,052 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,917,582 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PASSTHROUGH - GLAMORGAN PARTNERS | 14 | $6,624 |
| PASSTHROUGH - COLCHESTER GLOBAL | 14 | -$88,957 |
| MISCELLANEOUS INCOME | 01 | $316 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,180,875 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,180,875 | 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 | $11,828 | Amt |
| Net Investment Income | $5,914 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,914 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAAP COST TO FAIR MARKET VALUE ADJUSTMENT | Desc |
| Amt | $2,891,398 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $2,154 | $1,077 | $1,077 |
| INSURANCE | $2,250 | $1,125 | $1,125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH - GLAMORGAN PARTNERS | $6,624 | $6,624 | $6,624 |
| PASSTHROUGH - COLCHESTER GLOBAL | -$88,957 | -$88,957 | -$88,957 |
| MISCELLANEOUS INCOME | $316 | $316 | $316 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CHANGE IN VALUE OF CHARITABLE LEAD ANNUITY TRUST | Desc |
| Amt | $251 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $30,231 | $30,231 | $0 |
| INVESTMENT FEES | $116,107 | $116,107 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $47,154 | $0 | $0 |
| FOREIGN TAXES PAID | $3,605 | $3,605 | $0 |