BLANCHARD FAMILY FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BLANCHARD FAMILY FOUNDATION (EIN 23-3010655)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-11-19
- IRS object ID
- 202513239349100616
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-19T12:05:52-08:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 510403718 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Tabeling & Company LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3825 Lancaster Pike | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19805 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233010655 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLANCHARD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLAN | BusinessNameControlTxt |
| Phone | 3023889947 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 COSSART ROAD | AddressLine1Txt |
| City | CHADDS FORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 193179348 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | E NEAL BLANCHARD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3023889947 | PhoneNum |
| Signature | 2025-11-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Linda T Tabeling CPA | PreparerPersonNm |
| PTIN | P00069858 | PTIN |
| Phone | 3029998020 | PhoneNum |
| Preparation | 2025-11-19 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,134,049 | 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 | $434 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $434 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,403 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,403 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $357,078 | CapGainNetIncmNetInvstIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $64,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $421,915 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,325 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,325 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $6,557 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $6,255 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,501 | TaxesRevAndExpnssAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $0 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $9,383 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,580 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $103,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $103,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $112,883 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,580 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $103,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$48,046 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $414,335 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $2,237 | CashBOYAmt |
| Cash EOY | $2,904 | CashEOYAmt |
| Cash EOYFMV | $2,904 | CashEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $748,312 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,056,677 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,131,145 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $750,549 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,059,581 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,134,049 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $750,549 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,059,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $750,549 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,059,581 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $750,549 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,059,581 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $750,549 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$48,046 | ExcessRevenueOverExpensesAmt |
| Other Increases | $357,078 | OtherIncreasesAmt |
| Subtotal | $1,059,581 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,059,581 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Snap- On Inc( SNA) 140 Shares | P | 1999-08-26 | 2024-11-21 | $49,846 | $0 | $4,912 | $44,934 | $0 | $0 | $0 | $44,934 |
| Nucor Corp Com USD.40(NUE) 800 Shares | P | 2008-11-04 | 2025-03-14 | $106,780 | $0 | $31,901 | $74,879 | $0 | $0 | $0 | $74,879 |
| Paccaar Inc. Com USD1.00(PCAR)1432.00 Shares | P | 1999-08-26 | 2025-03-14 | $142,011 | $0 | $10,804 | $131,207 | $0 | $0 | $0 | $131,207 |
| Snap- On Inc( SNA)340 Shares | P | 1999-08-26 | 2025-03-14 | $111,274 | $0 | $11,928 | $99,346 | $0 | $0 | $0 | $99,346 |
| Verizon Communication Inc. (VZ)300 Shares | P | 2008-11-04 | 2025-03-14 | $12,981 | $0 | $9,250 | $3,731 | $0 | $0 | $0 | $3,731 |
| Verizon Communication Inc. (VZ) 400 Shares | P | 2012-04-16 | 2025-03-14 | $17,308 | $0 | $15,066 | $2,242 | $0 | $0 | $0 | $2,242 |
| Verizon Communication Inc. (VZ) 700 Shares | P | 2002-01-15 | 2025-03-14 | $30,288 | $0 | $31,410 | -$1,122 | $0 | $0 | $0 | -$1,122 |
| Verizon Communication Inc. (VZ) 800 Shares | P | 2010-01-22 | 2025-03-14 | $34,615 | $0 | $23,010 | $11,605 | $0 | $0 | $0 | $11,605 |
| Verizon Communication Inc. (VZ) 1,000 Shares | P | 2016-12-19 | 2025-03-14 | $43,269 | $0 | $53,013 | -$9,744 | $0 | $0 | $0 | -$9,744 |
| VANGUARD CASH RESERVES FEDL MONEY 63,000.000 sHARES | P | 2025-03-13 | 2025-07-02 | $63,000 | $0 | $63,000 | $0 | $0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $357,078 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,200 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $7,600 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $8,800 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$8,800 | OriginalReturnOverpaymentAmt |
| Overpayment | $3,041 | OverpaymentAmt |
| Applied To ES Tax | $3,041 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NEAL BLANCHARD | IndividualWithBooksNm |
| Phone | 3023889947 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 Cossart | AddressLine1Txt |
| City | Chadds Ford | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19317 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| BARBARA D BLANCHARD | ||||||||
| PO BOX 622 | MENDENHALL | PA | 19357 | MEMBER | 0.00 | $0 | $0 | $0 |
| BARBARA BLANCHARD LEWIS | ||||||||
| 494 COTE HILL ROAD | MORRISVILLE | VT | 05661 | MEMBER | 0.00 | $0 | $0 | $0 |
| ELWOOD NEAL BLANCHARD | ||||||||
| 100 COSSART ROAD | CHADDS FORD | PA | 19317 | MEMBER | 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 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,153,593 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,609 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,178,202 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,178,202 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $32,673 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,145,529 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $107,276 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $107,276 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,759 | TotalTaxAmt |
| Distributable Before Adj | $101,517 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $101,517 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $101,517 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $103,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $103,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $101,517 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $100,656 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $9 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $19,936 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,278 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,223 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $103,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $100,656 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Remaining Distri From Corpus | $2,844 | RemainingDistriFromCorpusAmt |
| Total Corpus | $24,067 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $101,517 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $24,067 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $9 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $19,936 | ExcessFromYear2Amt |
| Excess From Year1 | $1,278 | ExcessFromYear1Amt |
| Excess From Current Year | $2,844 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Info And Materials | NONE SPECIFIED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE SPECIFIED | SubmissionDeadlinesTxt |
| Restrictions On Awards | MUST BE A 501 C(3) ORGANIZATION | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INSPIRE S-VE INC | ||||||
| PO BOX 600 | SPENCER | NY | 14883 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $6,500 |
| Chautauqua-Conewango Consortium | ||||||
| 4000 Conewango Avenue | Warren | PA | 16365 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $4,500 |
| Lamoille Valley Family Center | ||||||
| 480 Cadys Falls Road | Morrisville | VT | 05661 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $12,500 |
| MENTAL HEALTH ASSOCIATION IN DELAWARE | ||||||
| 100 WEST 10TH ST STE 600 | WILMINGTON | DE | 19801 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $5,000 |
| FOOD BANK OF DELAWARE | ||||||
| 222 Lake Drive | NEWARK | DE | 19702 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $5,000 |
| NATIVITY PREPARATORY SCHOOL | ||||||
| 1515 LINDEN STREET | WILMINGTON | DE | 19805 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $5,000 |
| Lamoille Community House | ||||||
| PO Box 537 | Hyde Park | VT | 05655 | 501C (3) | UNRESTRICED TO SUPPORT OPERATIONS | $12,500 |
| Serviam Girls ACAD | ||||||
| 900 Washington Street | Wilmington | DE | 19801 | 501C (3) | UNRESTRICED TO SUPPORT OPERATIONS | $5,000 |
| Rock Hall Fire Department | ||||||
| 21500 Rock Hall Ave | Rock Hall | MD | 21661 | 501C(3) | UNRESTRICED TO SUPPORT OPERATIONS | $3,500 |
| GIRL SCOUTS OF THE CHESAPEAKE BAY COUNCIL | ||||||
| Newark Resource Center | NEWARK | DE | 19702 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $2,500 |
| CHAUTAUQUA LAKE ASSOC | ||||||
| 429 E TERRACE AVENUE | LAKEWOOD | NY | 14750 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $4,500 |
| CHAUTAUQUA WATERSHED CONSERVATION | ||||||
| PO Box 45 71 East Faimount Avenue | JAMESTOWN | NY | 14701 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $2,000 |
| Gr8 Elite | ||||||
| 193 Koons Ave | Buffalo | NY | 14211 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $3,000 |
| St Andrews School | ||||||
| 350 Noxontown Road | Middletown | DE | 19709 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $4,000 |
| MainStay | ||||||
| Po Box 238 5753 N Main Street | Rock Hall | MD | 21661 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $1,500 |
| The Music School of Delaware | ||||||
| 4101 Washington Street | Wilmington | DE | 19802 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $1,500 |
| Friends of Eastern Neck | ||||||
| 1730 Eastern Neck Road | Rock Hall | MD | 216611815 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $1,500 |
| Maryland Crime Victim Resource | ||||||
| 1 North Charels Street Suite 700 | Baltimore | MD | 21201 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $1,500 |
| Jewish Family Services of De | ||||||
| 99 Passmore Drive | Wilmington | DE | 19803 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $5,000 |
| Nami Delaware | ||||||
| 2400 W 4th Street | Wilmington | DE | 19805 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $5,000 |
| KAC | ||||||
| 136 West Cedar Street | Kennett SQ | PA | 19348 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $3,000 |
| CHESTER COUNTY FOOD BANK | ||||||
| 650 Pennsylvania Drive | Exton | PA | 19341 | 501C(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $5,000 |
| Schweinfurth Art Center | ||||||
| 205 Genesee St | St Auburn | NY | 13021 | 510c(3) | UNRESTRICTED TO SUPPORT OPERATIONS | $4,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $103,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $434 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,403 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $0 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $64,837 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $64,837 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TABELING & CO TAX PREPARATION fye 22 | CategoryTxt |
| Amt | $1,325 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS | StockNm |
| EOY Book Value | $1,056,677 | EOYBookValueAmt |
| EOYFMV | $1,131,145 | EOYFMVAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Gain on Stock Sales | Desc |
| Amt | $357,078 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Compass Fee Advisory Fees | $6,513 |
| Bank Service Bank Fees | $0 |
| Postage postage | $44 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal taxes estimate fye 24 | CategoryTxt |
| Amt | $1,501 | Amt |
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