ARGUILD FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ARGUILD FOUNDATION (EIN 51-6016487)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-09
- IRS object ID
- 201810999349100421
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-09T16:53:18-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | 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 | 2017-01-01 | 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 | 2018-03-20 | 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 | 2018-03-20 | 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 | 2018-03-20 | IPDt |
| IP Tm | 11:18:41 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 03F130954D63C4EE7A292041D38E88A85577B91A | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D7CA931D8A027B1B54639FF693FC6509D9C841A9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,785,531 | 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 | $139 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $139 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $60,886 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $134,150 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $60,886 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $101,015 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $101,015 | 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 | $2,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $7,962 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,962 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,420 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $132 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,314 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,962 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $112,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $112,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $125,064 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,962 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $112,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$24,049 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,053 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,776 | CashBOYAmt |
| Cash EOY | $2,423 | CashEOYAmt |
| Cash EOYFMV | $2,423 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $27,365 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $39,059 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $39,059 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,673,886 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,639,496 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,744,049 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,705,027 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,680,978 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,785,531 | 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 | $1,705,027 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,680,978 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,705,027 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,680,978 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,705,027 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,680,978 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,705,027 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$24,049 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,680,978 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,680,978 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| HUBER CAPITAL EQUITY INC - 1,774.308 SHARES | P | 2017-02-01 | $25,000 | $19,522 | $5,478 | $5,478 |
| HUBER CAPITAL EQUITY INC - 631.712 SHARES | P | 2017-10-27 | $10,000 | $6,443 | $3,557 | $3,557 |
| EDGEWOOD GROWTH FUND - 390.369 SHARES | P | 2017-10-27 | $20,000 | $15,589 | $4,411 | $4,411 |
| ISHARES RUSSEL 1000 VALUE INDEX FUND - 25 SHARES | P | 2017-10-30 | $3,003 | $2,735 | $268 | $268 |
| ISHARES RUSSEL 1000 GROWTH - 135 SHARES | P | 2017-10-30 | $17,262 | $7,568 | $9,694 | $9,694 |
| ISHARES EDGE MSCI MIN VOL USA ETF - 115 SHARES | P | 2017-10-30 | $5,909 | $3,905 | $2,004 | $2,004 |
| VANGUARD DIVIDEND APPREC ETF - 145 SHARES | P | 2017-10-30 | $14,151 | $5,946 | $8,205 | $8,205 |
| HUBER CAPITAL EQUITY INC - 126.582 SHARES | P | 2017-11-28 | $2,000 | $1,291 | $709 | $709 |
| EDGEWOOD GROWTH FUND - 199.071 SHARES | P | 2017-11-28 | $6,000 | $4,495 | $1,505 | $1,505 |
| ISHARES RUSSEL 1000 GROWTH - 30 SHARES | P | 2017-11-29 | $3,986 | $1,682 | $2,304 | $2,304 |
| ISHARES EDGE MSCI MIN VOL USA ETF - 60 SHARES | P | 2017-11-29 | $3,122 | $2,038 | $1,084 | $1,084 |
| VANGUARD DIVIDEND APPREC ETF - 50 SHARES | P | 2017-11-29 | $4,915 | $2,050 | $2,865 | $2,865 |
| SHEPHERD INVESTMENTS INTERNATIONAL | P | 2017-12-31 | $1,882 | $1,882 | $1,882 | |
| CAPITAL GAINS DIVIDENDS | P | $16,920 | $16,920 | $16,920 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $60,886 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $111,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,942,513 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.057142 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $110,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,102,833 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.052310 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $42,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,125,215 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.019763 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $47,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,928,977 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.024365 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $20,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,721,154 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.011911 | DistributionYr5Rt |
| Total Distribution | 0.165491 | TotalDistributionRt |
| Average Distribution | 0.033098 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,036,336 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $67,399 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $931 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $68,330 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $112,750 | 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 | $931 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $931 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $931 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,360 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,360 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $429 | OverpaymentAmt |
| Applied To ES Tax | $429 | 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 | 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 |
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 | $112,750 | 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 | $2,045,539 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,807 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,067,346 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,067,346 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,010 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,036,336 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $931 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $931 | TotalTaxAmt |
| Distributable Before Adj | $100,886 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,886 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,886 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $112,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $112,750 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $931 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $111,819 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,886 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $2,862 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,862 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $112,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $100,886 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $11,864 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $14,726 | 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 | $14,726 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $2,862 | ExcessFromYear1Amt |
| Excess From Current Year | $11,864 | 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 (7 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 | $30,000 |
| THE INTERNATIONAL FRIENDS OF THE LONDON LIBRARY | |||||
| 515 MADISON AVENUE SUITE 1901 | NEW YORK | NY | 10022 | EDUCATIONAL PURPOSE | $10,000 |
| 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 | $20,000 |
| THE UNIVERSITY OF PENNSYLVANIA | |||||
| 1 COLLEGE HALL | PHILADELPHIA | PA | 19014 | EDUCATIONAL PURPOSE | $25,000 |
| THE BRANDYWINE CONSERVANCY MUSEUM OF ART | |||||
| 1 HOFFMANS MILL ROAD | CHADDS FORD | PA | 19317 | EDUCATIONAL PURPOSE | $2,500 |
| THE BRANDYWINE CONSERVANCY MUSEUM OF ART | |||||
| 1 HOFFMANS MILL ROAD | CHADDS FORD | PA | 19317 | EDUCATIONAL PURPOSE | $250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $112,750 | 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 | $139 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $60,886 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $101,015 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $101,015 | 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 | $2,800 | 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 | $1,639,496 | EOYBookValueAmt |
| EOYFMV | $1,744,049 | 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 | $132 | 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 | $7,962 | Amt |
| Net Investment Income | $7,962 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $1,420 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments