THE@GT FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE@GT FOUNDATION (EIN 23-7927474)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-13
- IRS object ID
- 201532259349100433
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-13T14:48:05-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231980475 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KREISCHER MILLER | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 WITMER ROAD SUITE 350 | AddressLine1Txt |
| City | HORSHAM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190442369 | 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 | 237927474 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GT FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GTFO | BusinessNameControlTxt |
| Phone | 2152569521 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 305 | AddressLine1Txt |
| City | KULPSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194430305 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL DELFINER | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2152569521 | PhoneNum |
| Signature | 2015-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LAWRENCE SILVER | PreparerPersonNm |
| PTIN | P01290031 | PTIN |
| Phone | 2154414600 | 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 | $7,422,282 | 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 | $480,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $160,247 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $160,247 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $155,068 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $594,560 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,068 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $795,315 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $315,315 | 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 | $2,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,825 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,955 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,955 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,780 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $4,780 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $300,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $300,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $304,780 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $4,780 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $300,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $490,535 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $310,535 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $86 | CashBOYAmt |
| Cash EOY | $631 | CashEOYAmt |
| Cash EOYFMV | $631 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $7,663 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,788 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,788 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $2,225,989 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,543,163 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,778,767 | USGovtObligationsEOYFMVAmt |
| Other Investments BOY | $2,851,592 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,025,283 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,636,096 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,085,330 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,575,865 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $7,422,282 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,212,067 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,212,067 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,873,263 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,363,798 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,085,330 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,575,865 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,085,330 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,575,865 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,085,330 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $490,535 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,575,865 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,575,865 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND ADM | P | 2005-12-08 | 2014-11-07 | $250,000 | $152,476 | $97,524 | $97,524 |
| VANGUARD LONG-TERM TREASURY ADM | P | 2005-12-08 | 2014-12-31 | $304,450 | $287,016 | $17,434 | $17,434 |
| CAPITAL GAINS DIVIDENDS | P | $40,110 | $40,110 | $40,110 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,068 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $325,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,847,071 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055583 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $319,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $4,987,286 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.063963 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $348,306 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,297,205 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.081054 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $204,065 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,736,422 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054615 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $216,939 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,544,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061200 | DistributionYr5Rt |
| Total Distribution | 0.316415 | TotalDistributionRt |
| Average Distribution | 0.063283 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,684,937 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $423,043 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,105 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $426,148 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,211 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,211 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,211 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $8,100 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,889 | OverpaymentAmt |
| Applied To ES Tax | $1,889 | 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 | Yes (1) | 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 | MICHAEL DELFINER | IndividualWithBooksNm |
| Phone | 2152569521 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 305 | AddressLine1Txt |
| City | KULPSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194430305 | 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 (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KENNETH STANLEY | ||||||||
| C/O GREENE TWEED INC PO BOX 305 | KULPSVILLE | PA | 194430305 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| JOAN STANLEY | ||||||||
| C/O GREENE TWEED INC PO BOX 305 | KULPSVILLE | PA | 194430305 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| NANCY STANLEY | ||||||||
| C/O GREENE TWEED INC PO BOX 305 | KULPSVILLE | PA | 194430305 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| HANNAH DELFINER | ||||||||
| C/O GREENE TWEED INC PO BOX 305 | KULPSVILLE | PA | 194430305 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| RUTH DELFINER | ||||||||
| C/O GREENE TWEED INC PO BOX 305 | KULPSVILLE | PA | 194430305 | TRUSTEE | 0.00 | $0 | $0 | $0 |
| MICHAEL DELFINER | ||||||||
| C/O GREENE TWEED INC PO BOX 305 | KULPSVILLE | PA | 194430305 | TRUSTEE | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION IS A PRIVATE NON-OPERATING FOUNDATION AND AS SUCH ITS ONLY ACTIVITY IS TO MAKE GRANTS OR CONTRIBUTIONS TO OTHER 501(C)(3) ORGANIZATIONS, PRINCIPALLY TO PUBLIC CHARITIES. SEE PART XV, QUESTION 3A. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
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 | $6,779,155 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $7,583 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,786,738 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $6,786,738 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $101,801 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,684,937 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $334,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $334,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,211 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,211 | TotalTaxAmt |
| Distributable Before Adj | $328,036 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $328,036 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $328,036 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $300,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $300,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $328,036 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $38,030 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $21,114 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $138,834 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $72,097 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $35,786 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $305,861 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $300,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $300,000 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $28,036 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $28,036 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $277,825 | 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 | $9,994 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $267,831 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $21,114 | ExcessFromYear4Amt |
| Excess From Year3 | $138,834 | ExcessFromYear3Amt |
| Excess From Year2 | $72,097 | ExcessFromYear2Amt |
| Excess From Year1 | $35,786 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN JEWISH WORLD SERVICE | |||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | N/A | CHARITY | PHILIPPINES TYPHOON HAIYAN AND GENERAL FUND | $44,000 |
| CHILD RESCUE ASSOC OF NORTH AMERICA | |||||||
| 340 SOUTH LEMON AVE 4638 | WALNUT | CA | 91789 | N/A | CHARITY | UNDERGROUND RAILROAD PROJECT | $50,000 |
| INTERFAITH HOSPITALITY NETWORK - MAIN LINE | |||||||
| 1449 DEKALB STREET | NORRISTOWN | PA | 19401 | N/A | CHARITY | GENERAL FUND | $6,000 |
| RADY CHILDREN'S HOSPITAL | |||||||
| 8001 FROST STREET | SAN DIEGO | CA | 92123 | N/A | NON PROFIT | GENERAL FUND | $40,000 |
| LOVIN' SPOONFULS | |||||||
| 418 COMMONWEALTH AVENUE | BOSTON | MA | 02215 | N/A | NON PROFIT | FOOD RESCUE | $45,000 |
| PHOTO CHARITY | |||||||
| PO BOX 177 | CARDIFF | CA | 92007 | N/A | NON PROFIT | EMPOWERING HOMELESS YOUTH IN SAN DIEGO COUNTY | $10,000 |
| MAKE-A-WISH OF SAN DIEGO | |||||||
| 2440 HOTEL CIRCLE NORTH SUITE 200 | SAN DIEGO | CA | 92108 | N/A | NON PROFIT | GRANT WISHES TO TERMINALLY ILL CHILDREN | $10,000 |
| CAMERA | |||||||
| PO BOX 35040 | BOSTON | MA | 02135 | N/A | NON PROFIT | MEDIA-MONITORING, RESEARCH AND MEMBERSHIP ORGANIZATION | $20,000 |
| CANINE COMPANIONS | |||||||
| PO BOX 446 | SANTA ROSA | CA | 95402 | NON PROFIT | PROVIDE ASSISTANCE DOGS AND SUPPORT TO INDIVIDUALS WITH DISABILITIES | $75,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $300,000 | 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 |
| Related Or Exempt Function Incm | $160,247 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Related Or Exempt Function Incm | $155,068 | 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 | $315,315 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $315,315 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 12 | LineNumberTxt |
| Relationship Statement | TO FURTHER THE MISSION OF THE ORGANIZATION | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | GREENE TWEED CO | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2075 DETWILER ROAD PO BOX 305 | AddressLine1Txt |
| City | KULPSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194430305 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $480,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,825 | Amt |
| Net Investment Income | $2,825 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $2,543,163 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $2,778,767 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | VANGUARD 500 INDEX FUND ADM | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,025,283 | BookValueAmt |
| EOYFMV | $4,636,096 | EOYFMVAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREENE TWEED & CO | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2075 DETWILER RD PO BOX 305 | AddressLine1Txt |
| City | KULPSVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19443 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PA STATE FILING FEE | $15 | $15 | $0 |
| FEDERAL EXCISE TAX | $1,940 | $1,940 | $0 |
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