WOODS CHARITABLE FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WOODS CHARITABLE FOUNDATION (EIN 20-1060852)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-15
- IRS object ID
- 201741359349100019
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- 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 | 2017-05-15T07:59:44-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 NO 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 | 2017-05-09 | 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 | 2017-05-08 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.206.63.222 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-09 | IPDt |
| IP Tm | 05:29:17 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 96F1F2E98E7FED386F75AFBA65EDDFD5E84F9F0F | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 96F1F2E98E7FED386F75AFBA65EDDFD5E84F9F0F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,357,088 | 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 | $37,936 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $37,936 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $338,213 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $338,213 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $506,154 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,167,124 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $506,154 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$35,948 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$35,948 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $846,355 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $846,355 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $18,088 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $9,044 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $9,044 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $22,680 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $11,340 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $11,340 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $115,496 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $115,496 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $9,855 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,421 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7,142 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,428 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,714 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,078 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,539 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,539 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $178,339 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $143,268 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,637 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,322,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,192,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,500,339 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $143,268 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,220,637 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$653,984 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $703,087 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,666,400 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,576,942 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,576,942 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $15,561 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $44,221 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $15,561 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $15,561 | PledgesRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,044,498 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,775,794 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,775,794 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $455,134 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $505,987 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $505,987 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $13,265,747 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $13,482,804 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,482,804 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $17,476,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,357,088 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,357,088 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $6,841 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $23,497 | AccountsPayableEOYAmt |
| Grants Payable BOY | $70,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $200,000 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $76,841 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $223,497 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $17,354,938 | UnrestrictedBOYAmt |
| Unrestricted EOY | $17,118,530 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $44,221 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $15,061 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,399,159 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,133,591 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,476,000 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,357,088 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,399,159 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$653,984 | ExcessRevenueOverExpensesAmt |
| Other Increases | $388,416 | OtherIncreasesAmt |
| Subtotal | $17,133,591 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,133,591 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,931,780 | $2,660,970 | $270,810 | $270,810 | |
| PASSTHROUGH - COLCHESTER GLOBAL | $8,877 | $8,877 | $8,877 | ||
| PASSTHROUGH - GLAMORGAN PARTNERS | $40,487 | $40,487 | $40,487 | ||
| CAPITAL GAINS DIVIDENDS | $185,980 | $185,980 | $185,980 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $506,154 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $985,162 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $18,235,969 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054023 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,194,290 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $19,295,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.061894 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,046,332 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $18,892,222 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055384 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $387,297 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $17,384,639 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.022278 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $402,937 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $16,861,657 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.023897 | DistributionYr5Rt |
| Total Distribution | 0.217476 | TotalDistributionRt |
| Average Distribution | 0.043495 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $17,278,293 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $751,519 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,031 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $758,550 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,220,637 | 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 | $7,031 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,031 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,031 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $12,317 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $12,317 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,286 | OverpaymentAmt |
| Applied To ES Tax | $5,286 | 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 | 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 | 0 | 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 NO 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 SUITE 874 | DENVER | CO | 80206 | PRESIDENT/CHAIRMAN | 0.80 | $1,500 | $0 | $0 |
| MR SCOTT A STRODE | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD SUITE 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 SUITE 874 | DENVER | CO | 80206 | TREASURER | 1.30 | $10,588 | $0 | $0 |
| MR MARK A STRODE | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD SUITE 874 | DENVER | CO | 80206 | EXEC. SECRETARY/DIRECTOR | 0.50 | $1,500 | $0 | $0 |
| THE HON MARILYN WARE | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD SUITE 874 | DENVER | CO | 80206 | VICE CHAIR | 0.50 | $1,500 | $0 | $0 |
| MR ANTHONY P TERRACCIANO | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD SUITE 874 | DENVER | CO | 80206 | DIRECTOR | 0.50 | $1,000 | $0 | $0 |
| AMYLA LAVRIC | |||||||||
| C/O THE WOODS FOUNDATION 191 | UNIVERSITY BLVD SUITE 874 | DENVER | CO | 80206 | DIRECTOR | 0.50 | $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 | $55,349 | 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 | $16,113,666 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,427,748 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $17,541,414 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $17,541,414 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $263,121 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $17,278,293 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $863,915 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $863,915 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,031 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $7,031 | TotalTaxAmt |
| Distributable Before Adj | $856,884 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $856,884 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $856,884 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,220,637 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,220,637 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $7,031 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,213,606 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $856,884 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $119,529 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $256,698 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $97,530 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $473,757 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,220,637 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $856,884 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $363,753 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $837,510 | 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 | $837,510 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $119,529 | ExcessFromYear3Amt |
| Excess From Year2 | $256,698 | ExcessFromYear2Amt |
| Excess From Year1 | $97,530 | ExcessFromYear1Amt |
| Excess From Current Year | $363,753 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BLUE OAK SCHOOL | |||||||
| 1436 POLK STREET | NAPA | CA | 94559 | PC | TO SUPPORT FINANCIAL AID | $20,000 | |
| BOYS & GIRLS CLUB OF LANCASTER | |||||||
| PO BOX 104 | LANCASTER | PA | 17608 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| 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 |
| COLORADO NONPROFIT DEVELOPMENT CENTER | |||||||
| 789 SHERMAN ST STE 250 | DENVER | CO | 80203 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| COMMUNITY RECOURCES FOR CHILDREN | |||||||
| 3299 CLAREMONT WAY | NAPA | CA | 94558 | PC | GENERAL OPERATING PURPOSES | $3,000 | |
| COPE FAMILY CENTER | |||||||
| 1340 4TH STREET | NAPA | CA | 94559 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| EXPONENTIAL PHILANTHROPY (FKA ASSOCIATION OF SMALL FOUNDATIONS) | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL OPERATING SUPPORT | $20,000 | |
| FRANKLIN & MARSHALL COLLEGE | |||||||
| PO BOX 3003 | LANCASTER | PA | 17604 | PC | FINANCIAL AID | $3,000 | |
| 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 | $8,000 | |
| INDEPENDENCE INSTITUTE | |||||||
| 727 W 16TH AVENUE | DENVER | CO | 80203 | PC | GENERAL OPERATING EXPENSES | $20,000 | |
| LA SALLE COLLEGE HIGH SCHOOL | |||||||
| 8605 CHELTENHAM AVENUE | WYNDMOOR | PA | 19038 | PC | MGI CAPITAL CAMPAIGN | $68,000 | |
| PHOENIX MULTISPORT | |||||||
| 4735 EAST WALNUT SUITE C | BOULDER | CO | 80301 | PC | GENERAL OPERATING SUPPORT | $400,000 | |
| SUNRISE HORSE RESCUE | |||||||
| PO BOX 143 | ST HELENA | CA | 94574 | PC | GENERAL OPERATING SUPPORT | $15,000 | |
| THE HERREN PROJECT | |||||||
| PO BOX 131 | PORTSMOUTH | RI | 02871 | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE MONMOUTH MEDICAL CENTER FOUNDATION | |||||||
| 300 SECOND AVENUE | LONG BEACH | NJ | 07740 | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 295 JOHN MORGAN BUILDING 3620 | PHILADELPHIA | PA | 19104 | PC | SUPPORT THE PENN MEDICINE ALZHEIMER'S DISEASE DRUG DISCOVERY PROGRAM | $250,000 | HAMILTON WALK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,122,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHOENIX MULTISPORT | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4735 EAST WALNUT SUITE C | AddressLine1Txt |
| City | BOULDER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80301 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL OPERATING SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $200,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $200,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $37,936 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $338,213 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $506,154 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| PASSTHROUGH - GLAMORGAN PARTNERS | 14 | $748 |
| PASSTHROUGH - COLCHESTER GLOBAL | 14 | -$36,696 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $846,355 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $846,355 | 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 | $22,680 | Amt |
| Net Investment Income | $11,340 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $11,340 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $505,987 | EOYBookValueAmt |
| EOYFMV | $505,987 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,775,794 | EOYBookValueAmt |
| EOYFMV | $1,775,794 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - DOMESTIC EQUITY | FMV | $4,476,396 | $4,476,396 |
| MUTUAL FUNDS - INTERNATIONAL EQUITY | FMV | $2,674,471 | $2,674,471 |
| MUTUAL FUNDS - FIXED INCOME | FMV | $3,973,268 | $3,973,268 |
| ALTERNATIVE INVESTMENTS | FMV | $2,358,669 | $2,358,669 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $2,828 | $1,414 | $1,414 |
| INSURANCE | $2,250 | $1,125 | $1,125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PASSTHROUGH - GLAMORGAN PARTNERS | $748 | $748 | $748 |
| PASSTHROUGH - COLCHESTER GLOBAL | -$36,696 | -$36,696 | -$36,696 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| GAAP COST TO FAIR MARKET VALUE ADJUSTMENT | $386,952 |
| CHANGE IN VALUE OF CHARITABLE LEAD ANNUITY TRUST | $1,464 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $6,721 | $6,721 | $0 |
| INVESTMENT FEES | $108,775 | $108,775 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $6,434 | $0 | $0 |
| FOREIGN TAXES PAID | $3,421 | $3,421 | $0 |