MCGINLEY FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- MCGINLEY FAMILY FOUNDATION (EIN 23-2979036)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-15
- IRS object ID
- 201743199349104604
- Schema version
- 2016v3.0
- 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 Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-15T17:13:13-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232122797 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Archibald W McMichael | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 Lancaster Avenue | AddressLine1Txt |
| City | Haverford | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232979036 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MC GINLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MCGI | BusinessNameControlTxt |
| Phone | 6108962422 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GLENN ROAD | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190032514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON MCGINLEY | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 6108962422 | PhoneNum |
| Signature | 2017-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A W McMichael | PreparerPersonNm |
| PTIN | P00079665 | PTIN |
| Phone | 6109899944 | PhoneNum |
| Preparation | 2017-11-14 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 98.115.43.155 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-11-15 | IPDt |
| IP Tm | 17:13:11 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 54246E43379ADFA5BA52F39192D1B7ED3D4AA2C4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2018-03-14 21:41:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $116,502 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,508 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,508 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $10,143 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $95,043 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $10,143 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $362 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $362 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $12,014 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $12,014 | 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 | $1,374 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $160 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,609 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,949 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,949 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $29,558 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $27,949 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,544 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $12,014 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,439 | CashBOYAmt |
| Cash EOY | $13,462 | CashEOYAmt |
| Cash EOYFMV | $13,462 | CashEOYFMVAmt |
| Corporate Stock BOY | $7,227 | CorporateStockBOYAmt |
| Corporate Stock EOY | $88,332 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $103,040 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $108,671 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $119,337 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,794 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $116,502 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $119,337 | CapitalStockBOYAmt |
| Capital Stock EOY | $101,794 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $119,337 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $101,794 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $119,337 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $101,794 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $119,337 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,544 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1 | OtherIncreasesAmt |
| Subtotal | $101,794 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $101,794 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| ALERIAN MLP ETF | P | 2016-04-15 | 2016-06-24 | $12,437 | $10,967 | $1,470 | $1,470 |
| BANK OF AMERICA | P | 2016-06-27 | 2016-11-15 | $9,818 | $6,250 | $3,568 | $3,568 |
| CHESAPEAKE ENERGY | P | 2016-08-15 | 2016-09-20 | $13,102 | $10,132 | $2,970 | $2,970 |
| 200 FIREEYE | P | 2015-05-26 | 2016-04-20 | $3,312 | $6,311 | -$2,999 | -$2,999 |
| 300 FIREEYE | P | 2016-03-24 | 2016-12-21 | $3,760 | $4,774 | -$1,014 | -$1,014 |
| 500 TWITTER | P | 2016-08-24 | 2016-09-26 | $10,870 | $9,487 | $1,383 | $1,383 |
| 1000 YAHOO | P | 2016-03-24 | 2016-09-26 | $41,744 | $36,099 | $5,645 | $5,645 |
| LOAN TO STEVEN SANDVILE | D | 2011-04-01 | 2016-02-29 | $880 | -$880 | -$880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $10,143 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $27,218 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,499 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 4.949627 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,836 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,046 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 5.927225 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,157 | AdjustedQlfyDistriYr4Amt |
| Adjusted Qlfy Distri Yr5 | $38,540 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $4,813 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 8.007480 | DistributionYr5Rt |
| Total Distribution | 18.884332 | TotalDistributionRt |
| Average Distribution | 3.776866 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $97,507 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $368,271 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $120 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $368,391 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $27,949 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $240 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $240 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $6 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6 | TotalPaymentsAndCreditsAmt |
| Tax Due | $234 | 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 | PA | 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 | SHARON MC GINLEY | IndividualWithBooksNm |
| Phone | 6106962422 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 GLENN ROAD | AddressLine1Txt |
| City | ARDMORE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190032514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| SHARON MC GINLEY | ||||||||
| 300 GLENN ROAD | ARDMORE | PA | 19003 | President & CEO | 0.00 | $0 | $0 | $0 |
| CHRSTOPHER MC GINLEY | ||||||||
| 300 GLENN ROAD | ARDMORE | PA | 19003 | Secretary | 0.00 | $0 | $0 | $0 |
| ROBERT J MC GINLEY | ||||||||
| 83-3 FERNE BOULEVARD | LANDSDOWNE | PA | 19050 | Director | 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 |
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 | $58,827 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $40,165 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $98,992 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $98,992 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,485 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $97,507 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,875 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,875 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $240 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $240 | TotalTaxAmt |
| Distributable Before Adj | $4,635 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,635 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,635 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $27,949 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $27,949 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $27,949 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,635 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,379 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $27,032 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,632 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,037 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,543 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $160,623 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $27,949 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,635 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $23,314 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $183,937 | 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 | $38,379 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $145,558 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $27,032 | ExcessFromYear4Amt |
| Excess From Year3 | $35,632 | ExcessFromYear3Amt |
| Excess From Year2 | $27,037 | ExcessFromYear2Amt |
| Excess From Year1 | $32,543 | ExcessFromYear1Amt |
| Excess From Current Year | $23,314 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| EDDIE'S HOUSE | |||||||
| 5100 SPRUCE STREET | PHILADELPHIA | PA | 19139 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $6,600 |
| LOCUST LANE RIDING CENTER | |||||||
| 375 COFFROATH ROAD | COATESVILLE | PA | 19320 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $500 |
| NEUMANN UNIVERSITY | |||||||
| ONE NUEMANN DRIVE | ASTON | PA | 19014 | NONE | N/A | EDUCATION | $5,000 |
| PHILADELPHIA YOUTH ORCHESTRA | |||||||
| PO OBX 41810 | PHILADELPHIA | PA | 19101 | NONE | PUBLIC CHARITY | CULTURAL | $6,500 |
| ST DAVIDS NURSERY SCHOOL | |||||||
| 765 VALLEY FORGE ROAD | WAYNE | PA | 19087 | NONE | N/A | EDUCATIONAL | $2,036 |
| ST FRANCIS DE SALES | |||||||
| 917 S 47TH STREET | PHILADELPHIA | PA | 19143 | NONE | N/A | EDUCATION | $2,638 |
| WEST CATHOLIC PREP | |||||||
| 4501 CHESTNUT STREET | PHILADELPHIA | PA | 19139 | NONE | N/A | EDUCATIONAL | $2,500 |
| ABRAMSON CENTER FOR JEWISH LIFE | |||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19454 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| KELLY ANNE DOLAN MEMORIAL FUND | |||||||
| 580 VIRGINIA DRIVE SUITE 110 | FORT WASHINGTON | PA | 19034 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $175 |
| ABLE CENTER | |||||||
| 1931 E 37TH STREET 1 | ODESSA | TX | 79762 | NONE | PUBLIC CHARITY | SOCIAL SERVICES | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,949 | 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) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Related Or Exempt Function Incm | $1 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,508 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $10,143 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSTALLMENT SALE INTEREST | Desc |
| Related Or Exempt Function Incm | $362 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $12,014 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $12,014 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | PROVIDE FUNDS TO ACCOMPLISH FOUNDATION'S GOALS |
| 4 | PROVIDE FUNDS TO ACCOMPLISH FOUNDATION'S GOALS |
| 8 | PROVIDE FUNDS TO ACCOMPLISH FOUNDATION'S GOALS |
| 11 | PROVIDE FUNDS TO ACCOMPLISH FOUNDATION'S GOALS |
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 | TAX PREPARATION | CategoryTxt |
| Amt | $1,374 | 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 | FIREEYE INC. | StockNm |
| EOY Book Value | $88,332 | EOYBookValueAmt |
| EOYFMV | $103,040 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN TO STEVEN SANDVIL | Desc |
| BOY Book Value | $108,671 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $75 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSTALLMENT SALE INTEREST | Desc |
| Revenue And Expenses Per Books | $362 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $362 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $362 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ROUNDING ADJUSTMENT | Desc |
| Amt | $1 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL | $60 | $0 | $0 |
| PA | $100 | $0 | $0 |
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