SNAVE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SNAVE FOUNDATION (EIN 23-6928009)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-06-02
- IRS object ID
- 201501539349100300
- Schema version
- 2014v5.0
- 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
- Investments Other Schedule2
- Other Assets Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-06-02T07:51:43-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232896692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BBD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1835 MARKET STREET 26TH 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 | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236928009 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SNAVE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SNAV | BusinessNameControlTxt |
| Phone | 2157350786 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 DELANCEY STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CAROLYN N EVANS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2157350786 | PhoneNum |
| Signature | 2015-06-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JENNIFER SOLOT | PreparerPersonNm |
| PTIN | P00749373 | PTIN |
| Phone | 2155677770 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,531,738 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $11 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $11 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $309,579 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $309,579 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $71,367 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $593,483 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $71,367 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $380,957 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $380,957 | 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 |
| Other Prof Fees Rev And Expnss | $4,430 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,430 | OtherProfFeesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,430 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,430 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $477,666 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $477,666 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $482,096 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $482,096 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$101,139 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $380,957 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $183,930 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,839 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,839 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $7,161,632 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $7,349,276 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,524,899 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $111,692 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $7,457,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,356,115 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,531,738 | 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 | $7,457,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,356,115 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,457,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,356,115 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,457,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,356,115 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,457,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$101,139 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,356,115 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,356,115 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| SALE OF UNITS IN CONSOLIDATED FUND | P | 2014-12-05 | $475,000 | $410,424 | $64,576 | $64,576 |
| GAIN ON LIFE INSURANCE WITH CASH SURRENDER VALUE | D | 2014-06-24 | $118,483 | $111,692 | $6,791 | $6,791 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $71,367 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $455,660 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,038,481 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056685 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $387,159 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,497,502 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051638 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $387,361 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,742,031 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050034 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $408,932 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,454,427 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054858 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $445,982 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,830,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.065296 | DistributionYr5Rt |
| Total Distribution | 0.278511 | TotalDistributionRt |
| Average Distribution | 0.055702 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,508,717 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $473,953 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,810 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $477,763 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $482,096 | 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 | $3,810 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,810 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,810 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,521 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,521 | TotalPaymentsAndCreditsAmt |
| Overpayment | $7,711 | OverpaymentAmt |
| Applied To ES Tax | $7,711 | 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 | 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 | THE TREASURER | IndividualWithBooksNm |
| Phone | 2157350786 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 302 DELANCEY STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| JENNIFER KRAVITZ | ||||||||
| C/O THE FOUNDATIONS ADDRESS | PHILADELPHIA | PA | 19106 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| LAURA EVANS DURANT | ||||||||
| C/O THE FOUNDATIONS ADDRESS | PHILADELPHIA | PA | 19106 | SEC/EXECUTIVE TRUSTEE | 1.00 | $0 | $0 | $0 |
| CAROLYN N EVANS | ||||||||
| C/O THE FOUNDATIONS ADDRESS | PHILADELPHIA | PA | 19106 | TREA/TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOSEPH M EVANS JR | ||||||||
| C/O THE FOUNDATIONS ADDRESS | PHILADELPHIA | PA | 19106 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MEGAN KAFER | ||||||||
| C/O THE FOUNDATIONS ADDRESS | PHILADELPHIA | PA | 19106 | TRUSTEE | 1.00 | $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 | $8,572,466 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $11,940 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $53,885 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,638,291 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,638,291 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $129,574 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,508,717 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $425,436 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $425,436 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,810 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,810 | TotalTaxAmt |
| Distributable Before Adj | $421,626 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $421,626 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $421,626 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $482,096 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $482,096 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,810 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $478,286 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $421,626 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $107,834 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,689 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,836 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $27,460 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,058 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $236,877 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $482,096 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $421,626 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $60,470 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $297,347 | 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 | $107,834 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,513 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,689 | ExcessFromYear4Amt |
| Excess From Year3 | $1,836 | ExcessFromYear3Amt |
| Excess From Year2 | $27,460 | ExcessFromYear2Amt |
| Excess From Year1 | $62,058 | ExcessFromYear1Amt |
| Excess From Current Year | $60,470 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (17 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY OF NATURAL SCIENCE | ||||||
| 1900 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | 509(A)(2) | CREATION OF A BIODIVERESITY, EARTH AND ENVIRONMENTAL SCIENCES DEPARTMENT | $33,333 |
| BARCLAY FRIENDS CENTER | ||||||
| 700 N FRANKLIN STREET | WEST CHESTER | PA | 19380 | 509(A)(1) | SPIRIT OF VITALITY BUILDING RENOVATION PHASE III | $10,000 |
| COLLEGE PREP PENN CHARTER | ||||||
| 3000 W SCHOOL HOUSE LANE | PHILADELPHIA | PA | 19144 | 509(A)(1) | ACADEMIC PROGRAMS FOR UNDERSERVED TEENS TO PREPARE THEM FOR HIGHER ACADEMIC ACHIEVEMENT | $20,000 |
| CRADLES TO CRAYONS | ||||||
| 30 CLIPPER ROAD | CONSHOHOCKEN | PA | 19428 | 509(A)(1) | UNDERSERVED CHILDREN | $500 |
| FRIENDS CENTER FOR CHILDREN | ||||||
| 225 EAST GRAND AVENUE | NEW HAVEN | CT | 05313 | 509(A)(1) | CURRICULUM DESIGN AND DOCUMENTATION. TUITION AID TO FAMILIES. | $50,000 |
| GEORGE SCHOOL | ||||||
| 1690 NEWTOWN LANGHORNE ROAD | NEWTOWN | PA | 18940 | 509(A)(1) | 9-12 INDEPENDENT SCHOOL (QUAKER) | $50,000 |
| GOSHEN FRIENDS SCHOOL | ||||||
| 814 NORTH CHESTER ROAD | WEST CHESTER | PA | 19380 | 509(A)(1) | PRE-K-5 INDEPENDENT SCHOOL (QUAKER) CONSTRUCTION GYM & THEATRE | $50,000 |
| GREENE STREET FRIENDS SCHOOL | ||||||
| 5511 GREENE STREET | PHILADELPHIA | PA | 19144 | 509(A)(1) | NEW MULTI-PURPOSE BUILDING | $50,000 |
| HAWAII WILDLIFE FUND | ||||||
| PO BOX 790637 | PAIA | HI | 96779 | 509(A)(1) | WILDLIFE IN HAWAII | $125 |
| NATIONAL PARK FOUNDATION | ||||||
| 1201 EYE STREET NW STE 5508 | WASHINGTON | DC | 20005 | 509(A)(1) | NATIONAL PARK SUPPORT | $250 |
| PENDLE HILL | ||||||
| 338 PLUSH MILL ROAD | WALLINGFORD | PA | 19086 | 509(A)(1) | CAPITAL NEEDS | $60,000 |
| PHILADELPHIA QUARTERLY MEETING | ||||||
| 34 WEST EVERGREEN AVENUE | PHILADELPHIA | PA | 19118 | 509(A)(1) | SUPPORT FOR QUAKER VOLUNTARY SERVICES | $30,000 |
| PLYMOUTH MEETING FRIENDS SCHOOL | ||||||
| 2150 BULTER PIKE | PLYMOUTH | PA | 19462 | 509(A)(1) | INDEPENDENT (QUAKER) SCHOOL CLASSROOM & LIBRARY CONSTRUCTION | $50,000 |
| REACH INCORPORATED | ||||||
| 218 D STREET SE | WASHINGTON | DC | 20003 | 509(A)(1) | PROGRAM THAT PAIRS HIGH SCHOOL STUDENTS AS TUTORS TO ELEMENTARY STUDENTS | $25,000 |
| SEA TURTLE CONSERVANCY | ||||||
| 4424 NW 13TH STREET STE B-11 | GAINESVILLE | FL | 32609 | 509(A)(2) | PRESERVATION OF SEA TURTLES | $125 |
| VANGUARD SCHOOL | ||||||
| 1777 NORTH VALLEY ROAD | PAOLI | PA | 19301 | 509(A)(1) | ARTIST IN RESIDENCE PROGRAM | $15,000 |
| WESTTOWN SCHOOL | ||||||
| 975 WESTTOWN ROAD | WEST CHESTER | PA | 19382 | 509(A)(1) | INDEPENDENT (QUAKER) SCHOOL CONSTRUCTION OF A NEW SCIENCE BUILDING | $33,333 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $477,666 | 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 | $11 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $309,579 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $71,367 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $380,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $380,957 | 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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONSOLIDATED FUND | AT COST | $6,763,760 | $7,773,614 |
| BURL CAPITAL OFFSHORE FUND LTD CLASS A SERIES | AT COST | $585,516 | $751,285 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CSV LIFE INSURANCE | Desc |
| BOY Book Value | $111,692 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| GRANT MANAGEMENT | $1,130 | $0 | $1,130 |
| ACCOUNTANT | $3,300 | $0 | $3,300 |
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