BRIAR HILL FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- BRIAR HILL FOUNDATION INC (EIN 22-3846205)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-04-01
- IRS object ID
- 201510919349100301
- 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 Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-04-01T09:02:21-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222092948 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARCHER & GREINER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 080330968 | 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 | 223846205 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRIAR HILL FOUNDATION CO ARCHER & GREINER PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIA | BusinessNameControlTxt |
| Phone | 8563543103 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08033 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | EDWARD G BARRY BETH N BARRY | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 8563543103 | PhoneNum |
| Signature | 2015-03-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PETER E DRISCOLL | PreparerPersonNm |
| PTIN | P00640414 | PTIN |
| Phone | 8567952121 | 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 | $279,125 | 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 |
| Dividends Rev And Expnss | $4,354 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,354 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $9,496 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $61,582 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $9,496 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $13,850 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $13,850 | 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 | $732 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $732 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $44 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $776 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $776 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $18,276 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $776 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $17,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,074 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,875 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,545 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,545 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $219,857 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $215,252 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $273,580 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $226,732 | TotalAssetsBOYAmt |
| Total Assets EOY | $220,797 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $279,125 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $226,732 | CapitalStockBOYAmt |
| Capital Stock EOY | $220,797 | 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 | $226,732 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $220,797 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $226,732 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $220,797 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $226,732 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $222,306 | SubtotalAmt |
| Other Decreases | $1,509 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $220,797 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (22 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BLACKROCK STRAT INC OPP FD | P | 2014-07-17 | 2014-12-09 | $6 | $6 | $0 | $0 |
| DODGE & COX INTL STK FD | P | 2014-05-01 | 2014-12-09 | $204 | $208 | -$4 | -$4 |
| GLENMEDE FD INC SEC OPT | P | 2011-02-28 | 2014-01-21 | $9,103 | $9,202 | -$99 | -$99 |
| UNITED STATE COMMODITY IDX | P | 2011-06-03 | 2014-03-05 | $8,761 | $8,623 | $138 | $138 |
| THORNBURG INTL VALUE FD1 | P | 2009-10-19 | 2014-05-01 | $11,696 | $9,712 | $1,984 | $1,984 |
| BLACKROCK STRAT INC OPP FD | P | 2013-12-06 | 2014-12-09 | $46 | $46 | $0 | $0 |
| GLENMEDE FD INC CORE FIXED INC | P | 2006-02-23 | 2014-12-09 | $622 | $587 | $35 | $35 |
| GLENMEDE FD INC STRAT EQUITY | P | 2006-02-23 | 2014-12-09 | $410 | $298 | $112 | $112 |
| GLENMEDE FD INC STRAT EQUITY | P | 2012-12-14 | 2014-12-09 | $435 | $334 | $101 | $101 |
| GLENMEDE FD ADVISOR SMALL CAP VAL | P | 2006-02-23 | 2014-12-09 | $130 | $91 | $39 | $39 |
| GLENMEDE INTL SEC OPTIONS | P | 2012-11-02 | 2014-12-09 | $178 | $172 | $6 | $6 |
| GLENMEDE INTL SEC OPTIONS | P | 2011-02-28 | 2014-12-09 | $171 | $165 | $6 | $6 |
| GLENMEDE FD LARGE CAP GROWTH | P | 2006-02-23 | 2014-12-09 | $640 | $329 | $311 | $311 |
| GLENMEDE LARGE CAP CORE FD | P | 2013-06-11 | 2014-12-09 | $1,292 | $970 | $322 | $322 |
| GLENMEDE FD US EMERGING GROWTH | P | 2006-02-23 | 2014-12-09 | $117 | $80 | $37 | $37 |
| MATTHEWS PACIFIC TIGER FD | P | 2010-09-16 | 2014-12-09 | $85 | $66 | $19 | $19 |
| MATTHEWS PACIFIC TIGER FD | P | 2012-12-13 | 2014-12-09 | $5 | $4 | $1 | $1 |
| PIMCO ALL ASSETS AUTH | P | 2011-04-21 | 2014-12-09 | $328 | $377 | -$49 | -$49 |
| THIRD AVENUE REAL ESTATE VAL | P | 2012-12-18 | 2014-12-09 | $134 | $107 | $27 | $27 |
| TWEEDY BROWNE GLOBAL VALUE FD | P | 2012-12-27 | 2014-12-09 | $163 | $140 | $23 | $23 |
| PIMCO ALL ASSETS AUTH | P | 2011-04-21 | 2014-12-30 | $17,124 | $20,569 | -$3,445 | -$3,445 |
| CAPITAL GAINS DIVIDENDS | P | $9,932 | $9,932 | $9,932 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $9,496 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $17,500 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $263,293 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.066466 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $15,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $248,581 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.060343 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $13,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $246,475 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052744 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $13,000 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $239,913 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054186 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $13,602 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $218,469 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062261 | DistributionYr5Rt |
| Total Distribution | 0.296000 | TotalDistributionRt |
| Average Distribution | 0.059200 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $279,416 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $16,541 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $131 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $16,672 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $17,500 | 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 | $131 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $131 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $131 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $360 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $360 | TotalPaymentsAndCreditsAmt |
| Overpayment | $229 | OverpaymentAmt |
| Applied To ES Tax | $229 | 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 | NJ | 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 | PETER E DRISCOLL ARCHER GREINER | IndividualWithBooksNm |
| Phone | 8563543103 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE CENTENNIAL SQUARE | AddressLine1Txt |
| City | HADDONFIELD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08033 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| EDWARD BARRY | ||||||||
| C/O ARCHER GREINER PO BOX 3000 | HADDONFIELD | NJ | 08033 | PRESIDENT/DIRECTOR | 0.00 | $0 | $0 | $0 |
| BETH BARRY | ||||||||
| C/O ARCHER GREINER PO BOX 3000 | HADDONFIELD | NJ | 08033 | SEC/TREASURER/DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARGARET B PLOSS | ||||||||
| C/O ARCHER GREINER PO BOX 3000 | HADDONFIELD | NJ | 08033 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| EILEEN M BARRY | ||||||||
| C/O ARCHER GREINER PO BOX 3000 | HADDONFIELD | NJ | 08033 | 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 | $270,142 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $13,529 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $283,671 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $283,671 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,255 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $279,416 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,971 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,971 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $131 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $131 | TotalTaxAmt |
| Distributable Before Adj | $13,840 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,840 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,840 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $17,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $131 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $17,369 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,840 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $732 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $757 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,669 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $4,679 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,837 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $17,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,840 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,660 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $12,497 | 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 | $12,497 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $732 | ExcessFromYear4Amt |
| Excess From Year3 | $757 | ExcessFromYear3Amt |
| Excess From Year2 | $2,669 | ExcessFromYear2Amt |
| Excess From Year1 | $4,679 | ExcessFromYear1Amt |
| Excess From Current Year | $3,660 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | EDWARD BARRY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VILLANOVA UNIVSCHOOL OF ENGINEERING | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 800 LANCASTER AVE | AddressLine1Txt |
| City | VILLANOVA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19085 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | N/A | RecipientRelationshipTxt |
| Recipient Foundation Status | PUBLIC CHARITY - COL | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | EMISSIONS LAB ENGINEERING FD | GrantOrContributionPurposeTxt |
| Amt | $17,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,354 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $9,496 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,850 | 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 (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS/FIXED INCOME | AT COST | $35,127 | $37,040 |
| MUTUAL FUNDS/LARGE CAP | AT COST | $113,519 | $162,037 |
| MUTUAL FUNDS/SMALL CAP | AT COST | $9,918 | $13,643 |
| MUTUAL FUNDS/INT'L EQUITIES | AT COST | $34,031 | $35,584 |
| OTHER | AT COST | $22,657 | $25,276 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST TO BALANCE | $4 |
| ADJUSTMENT TO US COMMODITY INDEX BASIS | $1,505 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GLENMEDE TRUST - MANAGEMENT FEE | CategoryTxt |
| Amt | $732 | Amt |
| Net Investment Income | $732 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $44 | Amt |
| Net Investment Income | $44 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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