TOMPKINS-BROLL CHARITABLE FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TOMPKINS-BROLL CHARITABLE FOUNDATION (EIN 20-1516022)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2018-11-02
- IRS object ID
- 201823069349100207
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-02T09:24:32-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BOULEVARD 20TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201516022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMPKINS - BROLL FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O DAVID BROLL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMP | BusinessNameControlTxt |
| Phone | 4848831797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 STRAWBRIDGE LANE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRESIDENT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4848831797 | PhoneNum |
| Signature | 2018-10-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A J REVELS CPA | PreparerPersonNm |
| PTIN | P00446687 | PTIN |
| Phone | 2155454800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.22.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-10-24 | IPDt |
| IP Tm | 16:51:34 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B52AA14BB937AEE0A8173497A5DF8E1C8D662181 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | FCDFAC232A27CEB582D7DA996C81F903B09F9181 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,282,752 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $448,160 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $43,111 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $39,785 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $84,148 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $84,148 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $119,105 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $893,768 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $119,105 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $694,524 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $243,038 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $25,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $12,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,000 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,791 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $4,396 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $4,395 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $28,633 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $28,633 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $1,023 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $739 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $92,313 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $92,313 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $158,499 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $125,342 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $16,895 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $235,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $235,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $393,499 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $125,342 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $251,895 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $301,025 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $117,696 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $138,924 | CashBOYAmt |
| Cash EOY | $165,143 | CashEOYAmt |
| Cash EOYFMV | $165,143 | CashEOYFMVAmt |
| US Government Obligations BOY | $295,865 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $343,460 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $340,233 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,384,520 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,551,719 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,350,411 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $967,651 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,024,558 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,012,699 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $603,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,242,713 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $414,266 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,390,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,327,593 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,282,752 | 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 | $4,390,495 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,327,593 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,390,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,327,593 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,390,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,327,593 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,390,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $301,025 | ExcessRevenueOverExpensesAmt |
| Other Increases | $636,073 | OtherIncreasesAmt |
| Subtotal | $5,327,593 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,327,593 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| HAVERFORD TRUST COMPANY | P | 2017-07-01 | 2018-06-30 | $73,753 | $70,395 | $3,358 | $3,358 |
| HAVERFORD TRUST COMPANY | P | 2017-01-01 | 2018-06-30 | $820,015 | $704,268 | $115,747 | $115,747 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $119,105 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $223,388 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,674,677 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047787 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $209,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,240,359 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049465 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $192,051 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,128,872 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046514 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $180,898 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,727,127 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048536 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $160,826 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,281,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.049012 | DistributionYr5Rt |
| Total Distribution | 0.241314 | TotalDistributionRt |
| Average Distribution | 0.048263 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,144,282 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $248,278 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,177 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $249,455 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $251,895 | 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 | $1,177 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,177 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $4 | EsPenaltyAmt |
| Tax Due | $1,181 | 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 | 0 | 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 | DAVID BROLL | IndividualWithBooksNm |
| Phone | 4848831797 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 STRAWBRIDGE LANE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY T BROLL | ||||||||
| 24 DOCKSIDE LANE 423 | KEY LARGO | FL | 330375261 | SECRETARY/TREASURER | 1.00 | $0 | $0 | $0 |
| CAROLYN BROLL OVERTON KELLY | ||||||||
| 36 MALLARD MILL RUN | WALLINGFORD | PA | 19086 | VICE-PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| DAVID A BROLL | ||||||||
| 710 STRAWBRIDGE LANE | WAYNE | PA | 19087 | VICE-PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| JULIE BROLL LORD | ||||||||
| 406 ROSEMONT PASS | NEWTOWN SQUARE | PA | 19073 | VICE-PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| DANIEL W BROLL | ||||||||
| 50 RAMSEY AVE | RAMSEY | NJ | 07446 | VICE-PRESIDENT | 1.00 | $5,000 | $0 | $0 |
| GEOFFREY T BROLL | ||||||||
| 60 NOKOMIS AVE | SAN ANSELMO | CA | 94960 | VICE-PRESIDENT | 1.00 | $5,000 | $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 |
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 | $5,090,642 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $131,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,222,621 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,222,621 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $78,339 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,144,282 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $257,214 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $257,214 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,177 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,177 | TotalTaxAmt |
| Distributable Before Adj | $256,037 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $256,037 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $256,037 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $251,895 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $251,895 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,177 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $250,718 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $256,037 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $173,353 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $251,895 | QualifyingDistributionsAmt |
| Applied To Year1 | $173,353 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $78,542 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $177,495 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2004-08-18 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CENTER FOR HOPE AND SAFTEY | |||||||
| 12 OVERLOOK AVE | ROCHELLE PARK | NJ | 07662 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $13,000 |
| COMMUNITY ARTS NORRISTOWN | |||||||
| 506 HAWS AVE | NORRISTOWN | PA | 19401 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $3,000 |
| COVENANT HOUSE | |||||||
| 461 EIGHTH AVENUE | NEW YORK | NY | 10001 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $1,500 |
| FIRST STEP OF CHESTER COUNTY | |||||||
| 100 CENTER STREET | CHESTER | SC | 29706 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $8,500 |
| FREEMAN FOUNDATION | |||||||
| PO BOX 5016 | NEW YORK | NY | 10185 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $5,000 |
| FROEDTERT HOSPITAL FOUNDATION | |||||||
| 9200 W WISCONSIN AVE | MILWAUKEE | WI | 53226 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $10,000 |
| HABITAT FOR HUMANITY | |||||||
| 270 PEACHTREE STREET SUITE 1300 | ATLANTA | GA | 30303 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $13,500 |
| HELP US ADOPT | |||||||
| PO BOX 787 | NEW YORK | NY | 10150 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,500 |
| HELPHOPELIVE | |||||||
| 100 MATSONFORD ROAD SUITE 100 | RADNOR | PA | 19087 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $5,000 |
| MEWATER FOUNDATION | |||||||
| 4018 PACHECO STREET | SAN FRANCISCO | CA | 94116 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $12,500 |
| NANTUCKET ATHENEUM DANCE FESTIVAL | |||||||
| 1 INDIA STREET | NANTUCKET | MA | 02554 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,500 |
| NANTUCKET COMMUNITY MUSIC CENTER | |||||||
| 11 CENTRE STREET | NANTUCKET | MA | 02554 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,500 |
| NANTUCKET HISTORICAL ASSOCIATION | |||||||
| 15 BROAD ST | NANTUCKET | MA | 02554 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,500 |
| ON THE ISLE | |||||||
| PO BOX 756 | SIASCONSET | MA | 02564 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $5,000 |
| OCEAN REEF | |||||||
| 1200 LEBANON RD 510 | WEST MIFFLIN | PA | 15122 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $500 |
| PHILADELPHIA CITIZEN | |||||||
| 230 SOUTH BROAD STREET 17TH | PHILADELPHIA | PA | 191024103 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $4,500 |
| SAVED ME | |||||||
| 860-862 N 3RD STREET | PHILADELPHIA | PA | 19123 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $5,500 |
| SBPF | |||||||
| PO BOX 2279 | NANTUCKET | MA | 02584 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $52,000 |
| SCONSET TRUST | |||||||
| 1 NEW ST | SIASCONSET | MA | 02564 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,500 |
| SQUASHSMARTS | |||||||
| 3890 NORTH 10TH STREET | PHILADELPHIA | PA | 19140 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $16,000 |
| STEPHEN FOSTER ELEMENTARYSTEPHEN FOSTER ELEMENTARY | |||||||
| 3471 SW 22ND STREET | FORT LAUDERDALE | FL | 33312 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $12,000 |
| UNIVERSITY OF RICHMOND | |||||||
| MARYLAND HALL 110 UR DRIVE | UNIVERSITY OF RICHMOND | VA | 23173 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $10,000 |
| WAYNE PRESBYTERIAN CHURCH | |||||||
| 125 LANCASTER AVE | WAYNE | PA | 19087 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $10,000 |
| WEPAC | |||||||
| 5070 PARKSIDE AVE 1414 | PHILADELPHIA | PA | 19131 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $32,500 |
| YOUTH MENTOR PARTNERSHIP | |||||||
| PO BOX 372 | PAOLI | PA | 19301 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $235,000 | 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 | $43,111 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $84,148 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $119,105 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $127,259 | ExclusionAmt |
| Related Or Exempt Function Incm | $119,105 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $246,364 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST IS REINVESTED IN THE INVESTMENTS IT IS DERIVED FROM. |
| 4 | DIVIDEND INCOME DERIVED FROM INVESTMENTS HELD IN FOUNDATION. |
| 9 | CAPITAL GAINS AND LOSSES FROM SALE OF STOCK HELD IN FOUNDATION |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR G BROLL JR CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE 423 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330375261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $448,160 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $8,791 | Amt |
| Net Investment Income | $4,396 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $4,395 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,024,558 | EOYBookValueAmt |
| EOYFMV | $1,012,699 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,551,719 | EOYBookValueAmt |
| EOYFMV | $3,350,411 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $133,950 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $132,281 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $209,510 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $207,952 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE POLICIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,242,713 | BookValueAmt |
| EOYFMV | $414,266 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES TO GEN AMER. LIFE INS. CO. | Desc |
| Revenue And Expenses Per Books | $92,313 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $92,313 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES IN FUND BALANCE | Desc |
| Amt | $636,073 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES HAVERFORD TRUST | CategoryTxt |
| Amt | $28,633 | Amt |
| Net Investment Income | $28,633 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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