THE CHURCHILL FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CHURCHILL FOUNDATION (EIN 23-2904826)
- Tax period
- 2012-05-01 to 2013-04-30
- Filed
- 2014-02-15
- IRS object ID
- 201400499349100305
- Schema version
- 2012v2.1
- 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 Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-02-15T18:25:10-06:00 | Timestamp |
| Tax Period End Date | 2013-04-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 208030727 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPRING MILL PARTNERS LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2200 RENAISSANCE BLVD SUITE 320 | AddressLine1 |
| City | KING OF PRUSSIA | City |
| State | PA | State |
| ZIP Code | 19406 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-05-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232904826 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CHURCHILL FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CHUR | NameControl |
| Phone | 6109647875 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 LIBERTY RIDGE DRIVE NO 300 | AddressLine1 |
| City | WAYNE | City |
| State | PA | State |
| ZIP Code | 190875570 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | WINSTON J CHURCHILL JR | Name |
| Title | TRUSTEE | Title |
| Phone | 6109647875 | Phone |
| Date Signed | 2014-02-18 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P00179220 | PTIN |
| Phone | 4845301230 | Phone |
| Date Prepared | 2014-02-18 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 784353 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 22 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 22 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 22 | InterestOnSavingsAdjNetIncm |
| Dividends Rev And Expnss | 1862 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1862 | DividendsNetInvstIncm |
| Dividends Adj Net Incm | 1862 | DividendsAdjNetIncm |
| Net Gain Sale Assets Rev And Expnss | -6415 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 69998 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -13078 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -13078 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | -13078 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | -17609 | TotalRevenueAndExpenses |
| Total Net Investment Income | -11194 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | -11194 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 1000 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 1000 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Adj Net Incm | 0 | OtherProfFeesAdjNetIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 79 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 79 | TaxesNetInvstIncm |
| Taxes Adj Net Incm | 0 | TaxesAdjNetIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Trav Conf Meeting Rev And Expnss | 4580 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Net Invst Incm | 0 | TravConfMeetingNetInvstIncm |
| Trav Conf Meeting Adj Net Incm | 0 | TravConfMeetingAdjNetIncm |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 4580 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 15 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 15 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 5674 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 1094 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 4580 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 105185 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 105185 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 110859 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 1094 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 109765 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -128468 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 26175 | CashBOY |
| Cash EOY | 8017 | CashEOY |
| Cash EOYFMV | 8017 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 19220 | SavingsAndTempCashInvstBOY |
| Investments Corp Stock BOY | 76412 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 0 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 0 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 789414 | InvestmentsOtherBOY |
| Investments Other EOY | 774736 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 776336 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 911221 | TotalAssetsBOY |
| Total Assets EOY | 782753 | TotalAssetsEOY |
| Total Assets EOYFMV | 784353 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 911221 | RetainedEarningsBOY |
| Retained Earnings EOY | 782753 | RetainedEarningsEOY |
| Total Net Assets BOY | 911221 | TotalNetAssetsBOY |
| Total Net Assets EOY | 782753 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 911221 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 782753 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 911221 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -128468 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 782753 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 782753 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (6 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| D.R. HORTON INC | P | 2011-08-08 | 2012-05-02 | 1235 | 697 | 538 | 538 |
| CONOCOPHILLIPS | P | 2011-09-23 | 2012-12-11 | 18036 | 15101 | 2935 | 2935 |
| D.R. HORTON INC | P | 2011-09-06 | 2012-12-11 | 3011 | 1580 | 1431 | 1431 |
| HEWLETT-PACKARD CO | P | 2009-05-13 | 2012-12-11 | 8107 | 20048 | -11941 | -11941 |
| PHILLIPS 66 | P | 2011-09-23 | 2012-12-11 | 8207 | 4488 | 3719 | 3719 |
| TEVA PHARMACEUTICAL | P | 2011-11-23 | 2012-12-11 | 31402 | 34499 | -3097 | -3097 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -6415 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 538 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 171190 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 1004786 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.170375 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 199918 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 1187481 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.168355 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 113783 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 869425 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.130872 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 403354 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 1723623 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.234015 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 163618 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 2072591 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.078944 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.782561 | TotalDistributionRatio |
| Average Distribution Ratio | 0.156512 | AverageDistributionRatio |
| Net Noncharitable Assets | 856586 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 134066 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 0 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 134066 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 109765 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 0 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 0 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2000 | TotalCreditsAndPayments |
| Overpayment | 2000 | Overpayment |
| Amount Credited To Next Year | 2000 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | KIM RAWDING | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6109647860 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 LIBERTY RIDGE DR STE 300 | AddressLine1 |
| City | WAYNE | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| WINSTON J CHURCHILL JR | ||||||||
| 197 MINE ROAD | MALVERN | PA | 19355 | TRUSTEE | 10.00 | 0 | 0 | 0 |
| JOHN J CHURCHILL | ||||||||
| 197 MINE ROAD | MALVERN | PA | 19355 | TRUSTEE | 10.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 42317 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 50977 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 776336 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 869630 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 869630 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13044 | CashDeemedCharitable |
| Net Noncharitable Assets | 856586 | NetNoncharitableAssets |
| Minimum Investment Return | 42829 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42829 | MinimumInvestmentReturn |
| Total Tax | 0 | TotalTax |
| Distributable Amount Before Adj | 42829 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 42829 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 42829 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 109765 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 109765 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 109765 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42829 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 69512 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 319639 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 70312 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 140544 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 120951 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 720958 | TotalExcessDistriCarryover |
| Qualifying Distributions | 109765 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 42829 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 66936 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 787894 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 69512 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 718382 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 319639 | ExcessFromYear4 |
| Excess From Year3 | 70312 | ExcessFromYear3 |
| Excess From Year2 | 140544 | ExcessFromYear2 |
| Excess From Year1 | 120951 | ExcessFromYear1 |
| Excess From Current Year | 66936 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | THE CHURCHILL FOUNDATION | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 LIBERTY RIDGE DR STE 300 | AddressLine1 |
| City | WAYNE | City |
| State | PA | State |
| ZIP Code | 19087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6109647860 | RecipientPhoneNumber |
| Form And Info And Materials | POTENTIAL RECIPIENTS ARE REQUIRED TO SUBMIT AN APPLICATION ON THE FOUNDATION'S APPLICATION FORM. THE FORM IS AVAILABLE FROM THE TRUSTEES AT ANY TIME. | FormAndInfoAndMaterials |
| Submission Deadlines | N/A N/A | SubmissionDeadlines |
| Restrictions On Awards | N/A | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (14 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMERICAN ASSOCIATION OF RHODES SCHOLAR | |||||||
| ONE MICROSOFT WAY | REDMOND | WA | 98052 | NONE | EDUCATION | OPERATING FUND | $1,050 |
| CANCER SUPPORT COMMUNITY OF PHILADELPHIA | |||||||
| 4100 CHAMOUNIX DRIVE | PHILADELPHIA | PA | 19131 | NONE | EDUCATION | OPERATING FUND | $500 |
| COMMONWEAL | |||||||
| PO BOX 316 | BOLINAS | CA | 94924 | NONE | EDUCATION | OPERATING FUND | $1,000 |
| FORDHAM UNIVERSITY | |||||||
| ADMINISTRATION BUILDING | BRONX | NY | 10458 | NONE | EDUCATION | OPERATING FUND | $10,000 |
| GESU INSTITUTEGESU SCHOOL | |||||||
| 1700 W THOMPSON ST | PHILADELPHIA | PA | 19121 | NONE | EDUCATION | OPERATING FUND | $18,000 |
| JEWISH FAMILY AND CHILDREN'S SERVICES | |||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | EDUCATION | OPERATING FUND | $1,800 |
| LUNG CANCER RESEARCH FOUNDATION | |||||||
| 155 EAST 55 STREET STE 6H | NEW YORK | NY | 10022 | NONE | EDUCATION | OPERATING FUND | $500 |
| MACULA VISION RESEARCH FOUNDATION | |||||||
| 100 FRONT ST STE 300 | WEST CONSHOHOCKEN | PA | 194282894 | NONE | EDUCATION | OPERATING FUND | $1,000 |
| MISCELLANEOUS UNDER 500 | |||||||
| VARIOUS | VARIOUS | PA | 19087 | NONE | EDUCATION | OPERATING FUND | $1,535 |
| PRINCE MUSIC THEATER | |||||||
| 1412 CHESTNUT STREET | PHILADELPHIA | PA | 19102 | NONE | EDUCATION | OPERATING FUND | $10,000 |
| SCHOLAR ACADEMIES | |||||||
| 2118 W NORRIS STREET | PHILADELPHIA | PA | 19121 | NONE | EDUCATION | OPERATING FUND | $50,000 |
| ST JOSEPH'S PREPARATORY SCHOOL | |||||||
| 1733 W GIRARD AVE | PHILADELPHIA | PA | 19130 | NONE | EDUCATION | OPERATING FUND | $2,500 |
| ST JAMES SCHOOL | |||||||
| 3217 WEST CLEARFIELD STREET | PHILADELPHIA | PA | 19132 | NONE | EDUCATION | OPERATING FUND | $2,000 |
| YALE LAW SCHOOL FUND | |||||||
| PO BOX 208215 | NEW HAVEN | CT | 06520 | NONE | EDUCATION | OPERATING FUND | $5,300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 105185 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $22 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,862 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 01 | ExclusionCode |
| Exclusion | -$6,415 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCP PRIVATE EQUITY LOSS | Description |
| Exclusion Code | 25 | ExclusionCode |
| Exclusion | -$13,078 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | -$17,609 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | -17609 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | GOLDMAN-SACHS CORPORATE STOCKS | NameOfStock |
| EOY Book Value | 0 | EOYBookValue |
| EOYFMV | 0 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCP PRIVATE EQUITY II INV PTP LP | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 774736 | BookValue |
| EOYFMV | 776336 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 15 | RevenueAndExpensesPerBooks |
| Net Investment Income | 15 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SCP PRIVATE EQUITY LOSS | Description |
| Revenue And Expenses Per Books | -13078 | RevenueAndExpensesPerBooks |
| Net Investment Income | -13078 | NetInvestmentIncome |
| Adjusted Net Income | -13078 | AdjustedNetIncome |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GOLDMAN SACHS - INVESTMENT EXPENSE | Category |
| Amount | $1,000 | Amount |
| Net Investment Income | 1000 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | Category |
| Amount | $79 | Amount |
| Net Investment Income | 79 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Comments