TOMPKINS-BROLL CHARITABLE FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TOMPKINS-BROLL CHARITABLE FOUNDATION (EIN 20-1516022)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2015-11-12
- IRS object ID
- 201533169349101333
- 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 Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-12T15:22:03-06:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BOULEVARD 20TH 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 | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201516022 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOMPKINS - BROLL FAMILY FOUNDATION CO DAVID BROLL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOMP | BusinessNameControlTxt |
| Phone | 4848831797 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 STRAWBRIDGE LANE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PRESIDENT | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 4848831797 | PhoneNum |
| Signature | 2015-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A J REVELS CPA | PreparerPersonNm |
| PTIN | P00446687 | PTIN |
| Phone | 2155454800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,314,026 | 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 | $448,160 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38,033 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,033 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $59,089 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $59,089 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $62,622 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $809,037 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $62,622 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $607,904 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $159,744 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,250 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $22,534 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $22,534 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,637 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,637 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $93,463 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,463 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $119,884 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $119,884 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $192,450 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $192,450 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $312,334 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $119,884 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $192,450 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $295,570 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $39,860 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,996 | CashBOYAmt |
| Cash EOY | $122,921 | CashEOYAmt |
| Cash EOYFMV | $122,921 | CashEOYFMVAmt |
| Acct Rcvbl | $112,040 | AcctRcvblAmt |
| Acct Rcvbl EOY | $112,040 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $112,040 | AcctRcvblEOYFMVAmt |
| US Government Obligations BOY | $158,994 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $158,752 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $165,160 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,713,216 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,111,007 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,576,733 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,080,007 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $903,818 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $922,906 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $603,535 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $603,535 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $414,266 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,716,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,012,073 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,314,026 | 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 | $3,716,748 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,012,073 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,716,748 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,012,073 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,716,748 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,012,073 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,716,748 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $295,570 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,012,318 | SubtotalAmt |
| Other Decreases | $245 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,012,073 | 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 |
|---|---|---|---|---|---|---|---|
| HAVERFORD - ST TRANSACTIONS (SEE ATTACHED) | P | 2015-01-01 | 2015-06-30 | $300,756 | $303,334 | -$2,578 | -$2,578 |
| HAVERFORD - LT TRANSACTIONS (SEE ATTACHED) | P | 2014-01-01 | 2015-06-30 | $504,709 | $443,081 | $61,628 | $61,628 |
| CAPITAL GAINS DIVIDENDS | P | $3,572 | $3,572 | $3,572 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $62,622 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $180,898 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,727,127 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048536 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $160,826 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,281,373 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049012 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $120,900 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,814,140 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042962 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $93,657 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,414,282 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038793 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $65,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,876,184 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.035045 | DistributionYr5Rt |
| Total Distribution | 0.214348 | TotalDistributionRt |
| Average Distribution | 0.042870 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $4,128,872 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $177,005 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $399 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,404 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $192,450 | 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 | $399 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $399 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $399 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $399 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | 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 | DAVID BROLL | IndividualWithBooksNm |
| Phone | 4848831797 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 710 STRAWBRIDGE LANE | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | 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 |
|---|---|---|---|---|---|---|---|---|
| NANCY T BROLL | ||||||||
| 24 DOCKSIDE LANE 423 | KEY LARGO | FL | 330375261 | SECRETARY/TREASURER | 0.00 | $0 | $0 | $0 |
| CAROLYN BROLL OVERTON KELLY | ||||||||
| 718 HARVARD AVE | SWARTHMORE | PA | 19081 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| DAVID A BROLL | ||||||||
| 710 STRAWBRIDGE LANE | WAYNE | PA | 19087 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| JULIE BROLL LORD | ||||||||
| 211 UPLAND WAY | WAYNE | PA | 19087 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| DANIEL W BROLL | ||||||||
| 50 RAMSEY AVE | RAMSEY | NJ | 07446 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| GEOFFREY T BROLL | ||||||||
| 60 NOKOMIS AVE | SAN ANSELMO | CA | 94960 | VICE-PRESIDENT | 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 | $4,113,818 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,930 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,191,748 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $4,191,748 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $62,876 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,128,872 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $206,444 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $206,444 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $399 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $399 | TotalTaxAmt |
| Distributable Before Adj | $206,045 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $206,045 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $206,045 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $192,450 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $192,450 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $399 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $192,051 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $206,045 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $147,368 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $192,450 | QualifyingDistributionsAmt |
| Applied To Year1 | $147,368 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $45,082 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $160,963 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2004-08-18 | PrivateOperatingFndtnRulingDt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| COVENANT HOUSE | ||||||||
| 31 EAST WOODLAWN STREET | PHILADELPHIA | PA | 19144 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,500 | |
| DOMESTIC ABUSE PROJECT OF DE COUNTY | ||||||||
| 14 W SECOND STREET | MEDIA | PA | 19063 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $9,000 | |
| ELITE CHARITABLE FOUNDATION | ||||||||
| 40 GENERAL WARREN BOULEVARD SUITE | MALVERN | PA | 19355 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $1,250 | 200 |
| FIRST STEP OF CHESTER COUNTY | ||||||||
| 100 CENTER STREET | CHESTER | SC | 29706 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $10,000 | |
| HELP US ADOPT | ||||||||
| PO BOX 787 | NEW YORK | NY | 10150 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $7,000 | |
| HELPHOPELIVE | ||||||||
| 100 MATSONFORD ROAD SUITE 100 | RADNOR | PA | 19087 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $6,000 | |
| HOPE WORLDWIDE | ||||||||
| 1285 DRUMMERS LANE | WAYNE | PA | 19087 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $1,000 | |
| NANTUCKET ATHENEUM DANCE FESTIVAL | ||||||||
| 1 INDIA STREET | NANTUCKET | MA | 02554 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,000 | |
| NANTUCKET COMMUNITY MUSIC CENTER | ||||||||
| 11 CENTRE STREET | NANTUCKET | MA | 02554 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,000 | |
| ON THE ISLE | ||||||||
| PO BOX 756 | SIASCONSET | MA | 02564 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $5,000 | |
| ROSS VALLEY SCHOOLS FOUNDATION | ||||||||
| PO BOX 2 | SAN ANSELMO | CA | 94979 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $10,000 | |
| RUSH UNIVERSITY MEDICAL CENTER | ||||||||
| 1653 W CONGRESS PKWY | CHICAGO | IL | 60612 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $5,000 | |
| SBPF | ||||||||
| PO BOX 2279 | NANTUCKET | MA | 02584 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $75,000 | |
| SQUASHSMARTS | ||||||||
| 3890 NORTH 10TH STREET | PHILADELPHIA | PA | 19140 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $13,000 | |
| THE PRIMARY IMMUNE DEFICIENCY FOUNDATION | ||||||||
| 40 WEST CHESAPEAKE AVENUE SUITE 308 | TOWSON | MD | 21204 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $5,000 | |
| YOUTH MENTOR PARTNERSHIP | ||||||||
| PO BOX 372 | PAOLI | PA | 19301 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $3,700 | |
| FLITE | ||||||||
| PO BOX 806 | SOUTHEASTERN | PA | 19399 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,000 | |
| GREEN VALLEY ACADEMY | ||||||||
| 601 FIRST AVENUE | BERWYN | PA | 19312 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,000 | |
| ST DAVID'S EPISCOPAL CHURCH | ||||||||
| 763 S VALLEY FORGE ROAD | WAYNE | PA | 19087 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $1,000 | |
| ST JUDE'S HOSPITAL CHARITY | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $9,000 | |
| THE FIRST TEE OF PHILADELPHIA | ||||||||
| 1954 PATTISON AVENUE | PHILADELPHIA | PA | 19145 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $4,500 | |
| THE MISSION CONTINUES | ||||||||
| 1141 S 7TH STREET | ST LOUIS | MO | 63104 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $5,000 | |
| WAYNE PRESBYTERIAN CHURCH | ||||||||
| 125 E LANCASTER AVENUE | WAYNE | PA | 19087 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $2,500 | |
| MAKE A WISH FOUNDATION | ||||||||
| 4742 N 24TH STREET SUITE 400 | PHOENIX | AZ | 85016 | UNRELATED | CHARITABLE | TO FURTHER ORGANIZATION'S EXEMPT STATUS | $9,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $192,450 | 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 | $38,033 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $59,089 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $3,572 | ExclusionAmt |
| Related Or Exempt Function Incm | $59,050 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,694 | ExclusionAmt |
| Related Or Exempt Function Incm | $59,050 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $159,744 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INTEREST IS REINVESTED IN THE INVESTMENTS IT IS DERIVED FROM. |
| 4 | DIVIDEND INCOME DERIVED FROM INVESTMENTS HELD IN FOUNDATION. |
| 9 | CAPITAL GAINS AND LOSSES FROM SALE OF STOCK HELD IN FOUNDATION |
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 Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR G BROLL JR CHARITABLE LEAD TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE 423 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330375261 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $336,120 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $2,250 | Amt |
| Net Investment Income | $2,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $903,818 | EOYBookValueAmt |
| EOYFMV | $922,906 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,111,007 | EOYBookValueAmt |
| EOYFMV | $2,576,733 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $158,752 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $165,160 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INSURANCE POLICIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $603,535 | BookValueAmt |
| EOYFMV | $414,266 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER DECREASES IN FUND BALANCE | Desc |
| Amt | $245 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FEES TO GEN AMER. LIFE INS. CO. | $92,313 | $92,313 | $0 | $0 |
| TAXES | $954 | $954 | $0 | $0 |
| MISCELLANEOUS | $196 | $196 | $0 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADVISORY FEES HAVERFORD TRUST | CategoryTxt |
| Amt | $22,534 | Amt |
| Net Investment Income | $22,534 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ARTHUR G BROLL JR CHARITABLE LEAD T | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 DOCKSIDE LANE 423 | AddressLine1Txt |
| City | KEY LARGO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 330375261 | ZIPCd |
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