WOODS CHARITABLE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- WOODS CHARITABLE FOUNDATION (EIN 20-1060852)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-24
- IRS object ID
- 201412059349100301
- Schema version
- 2013v3.0
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-24T06:52:51-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232108173 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | REINSEL KUNTZ LESHER LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3501 CONCORD ROAD PO BOX 21439 | AddressLine1 |
| City | YORK | City |
| State | PA | State |
| ZIP Code | 17402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 201060852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE WOODS CHARITABLE FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O WARE FAMILY OFFICE | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WOOD | BusinessNameControlTxt |
| Phone | 3035345157 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 UNIVERSITY BLVD NO 410 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80206 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH HARTNETT | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3035345157 | PhoneNum |
| Signature | 2014-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS L BERMAN | PreparerPersonNm |
| PTIN | P01269555 | PTIN |
| Phone | 7178433804 | PhoneNum |
| Preparation | 2014-06-30 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $19,734,611 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $40,018 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $40,018 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $372,103 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $372,103 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $687,361 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,448,897 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $687,361 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$60,408 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$60,408 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,039,074 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,039,074 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $23,471 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $11,735 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $11,736 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $7,019 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,509 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,510 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $10,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,438 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,437 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $138,837 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $121,678 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $17,159 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,188 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,600 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,564 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $687 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,877 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,091 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,046 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,045 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $200,045 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $148,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $42,764 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,183,022 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,012,472 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,383,067 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $148,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,055,236 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$343,993 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $890,381 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,020,287 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,108,689 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,108,689 | SavAndTempCashInvstEOYFMVAmt |
| Pledges Rcvbl | $98,854 | PledgesRcvblAmt |
| Pledges Rcvbl BOY | $124,433 | PledgesRcvblBOYAmt |
| Pledges Rcvbl EOY | $98,854 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $98,854 | PledgesRcvblEOYFMVAmt |
| Rcvbl From Officers BOY | $488 | RcvblFromOfficersBOYAmt |
| Prepaid Expenses EOY | $43,893 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $43,893 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $1,329,492 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,522,625 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,522,625 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $548,792 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $664,162 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $664,162 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $15,221,985 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $16,296,388 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $16,296,388 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $18,245,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,734,611 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $19,734,611 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $55,802 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $10,309 | AccountsPayableEOYAmt |
| Grants Payable BOY | $23,000 | GrantsPayableBOYAmt |
| Grants Payable EOY | $93,550 | GrantsPayableEOYAmt |
| Total Liabilities BOY | $78,802 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $103,859 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $18,042,242 | UnrestrictedBOYAmt |
| Unrestricted EOY | $19,531,898 | UnrestrictedEOYAmt |
| Temporarily Restricted BOY | $124,433 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $98,854 | TemporarilyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,166,675 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,630,752 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,245,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,734,611 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,166,675 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$343,993 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,808,070 | OtherIncreasesAmt |
| Subtotal | $19,630,752 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,630,752 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,355,140 | $2,761,536 | $593,604 | $593,604 |
| CAPITAL GAINS DIVIDENDS | P | $93,757 | $93,757 | $93,757 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $687,361 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $387,297 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $17,384,639 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.022278 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $402,937 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $16,861,657 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.023897 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $722,663 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $15,702,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046023 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,242,687 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $14,340,264 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.086657 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,327,954 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $19,245,204 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.069002 | DistributionYr5Rt |
| Total Distribution | 0.247857 | TotalDistributionRt |
| Average Distribution | 0.049571 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $18,892,222 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $936,506 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,904 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $945,410 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,055,236 | 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 | $8,904 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,904 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,904 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $51,951 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $51,951 | TotalPaymentsAndCreditsAmt |
| Overpayment | $43,047 | OverpaymentAmt |
| Applied To ES Tax | $9,047 | AppliedToESTaxAmt |
| Refund | $34,000 | 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 | CO | OrgReportOrRegisterStateCd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOSEPH HARTNETT | IndividualWithBooksNm |
| Phone | 3035345157 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 210 UNIVERSITY BLVD STE 410 | AddressLine1 |
| City | DENVER | City |
| State | CO | State |
| ZIP Code | 80206 | ZIPCode |
| 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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/AddressLine1 | Address Line2USAddress/AddressLine2 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MR ARTHUR E JOHNSON | |||||||||
| C/O THE WOODS FOUNDATION 210 | UNIVERSITY BLVD SUITE 410 | DENVER | CO | 80206 | PRESIDENT/CHAIRMAN | 1.00 | $1,500 | $0 | $0 |
| MR SCOTT A STRODE | |||||||||
| C/O THE WOODS FOUNDATION 210 | UNIVERSITY BLVD SUITE 410 | DENVER | CO | 80206 | DIRECTOR | 0.50 | $1,500 | $0 | $0 |
| MR JOSEPH HARTNETT JR | |||||||||
| C/O THE WOODS FOUNDATION 210 | UNIVERSITY BLVD SUITE 410 | DENVER | CO | 80206 | TREASURER | 2.00 | $15,095 | $0 | $0 |
| MR MARK A STRODE | |||||||||
| C/O THE WOODS FOUNDATION 210 | UNIVERSITY BLVD SUITE 410 | DENVER | CO | 80206 | EXEC. SECRETARY/DIRECTOR | 1.00 | $2,876 | $0 | $0 |
| THE HON MARILYN WARE | |||||||||
| C/O THE WOODS FOUNDATION 210 | UNIVERSITY BLVD SUITE 410 | DENVER | CO | 80206 | VICE CHAIR | 0.50 | $1,500 | $0 | $0 |
| MR ANTHONY P TERRACCIANO | |||||||||
| C/O THE WOODS FOUNDATION 210 | UNIVERSITY BLVD SUITE 410 | DENVER | CO | 80206 | DIRECTOR | 0.50 | $1,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRTLE CALLAGHAN | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 BARR HARBOR DR | AddressLine1 |
| City | WEST CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT FEES | ServiceTypeTxt |
| Compensation | $60,575 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $18,068,695 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,111,226 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,179,921 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $19,179,921 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $287,699 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $18,892,222 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $944,611 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $944,611 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,904 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,904 | TotalTaxAmt |
| Distributable Before Adj | $935,707 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $935,707 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $935,707 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,055,236 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,055,236 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $8,904 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,046,332 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $935,707 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $142,892 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $142,892 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,055,236 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $935,707 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $119,529 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $262,421 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $262,421 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $142,892 | ExcessFromYear4Amt |
| Excess From Current Year | $119,529 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|---|
| AMERICAN ENTERPRISE INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| SEVENTEENTH STREET | WASHINGTON | DC | 20036 | N/A | PC | SUPPORT WORK BEING UNDERTAKEN BY THE MARILYN WARE CENTER FOR SECURITY STUDIES | $700,000 | |
| AMERICAN UNIVERSITY | ||||||||
| 4400 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 200168020 | N/A | PC | EVALUATION OF SERVICES PROVIDED TO HELP REINTEGRATE WOMEN AND GIRLS RETURNED FROM SLAVERY | -$10,978 | |
| ASSOCIATION OF SMALL FOUNDATIONS | ||||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| BLUE OAK SCHOOL | ||||||||
| 1436 POLK STREET | NAPA | CA | 94559 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| CENTER THEATER GROUP | ||||||||
| MUSIC CENTER ANNEX 601 W TEMPLE | LOS ANGELES | CA | 90012 | N/A | PC | GENERAL OPERATING SUPPORT | $9,000 | STREET |
| COPE FAMILY CENTER | ||||||||
| 1340 4TH STREET | NAPA | CA | 94559 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 | |
| COUNCIL FOR RELATIONSHIPS INC | ||||||||
| 4025 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATING SUPPORT | $126,450 | |
| FREE THE SLAVES INC | ||||||||
| 1320 19TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT GRASSROOTS EFFORTS AND RESEARCH TO END HUMAN TRAFFICKING AND SLAVERY | $83,000 | |
| FRIENDS OF SUNRISE MONTESSORI INC | ||||||||
| PO BOX 2875 | NAPA | CA | 94558 | N/A | PC | GENERAL OPERATING SUPPORT | $2,000 | |
| MAZON INC | ||||||||
| 10495 SANTA MONICA BLVD SUITE 100 | LOS ANGELES | CA | 90025 | N/A | PC | GENERAL OPERATING SUPPORT. | $8,000 | |
| MIKE ALTSCHULER FOUNDATION - OPPORTUNITIES FOR HOPE | ||||||||
| 436 WEWOKA DRIVE | BOULDER | CO | 80303 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| PHOENIX MULTISPORT - DISTRIBUTION NOT QUALIFYING UNDER SECTION 4942(G) | ||||||||
| 4735 EAST WALNUT SUITE C | BOULDER | CO | 80301 | N/A | NC | DISTRIBUTION NOT QUALIFYING UNDER SECTION 4942(G) | $100,000 | |
| SUNRISE HORSE RESCUE | ||||||||
| PO BOX 143 | ST HELENA | CA | 94574 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| THE ARC OF DURHAM COUNTY | ||||||||
| 3500 WESTGATE DRIVE SUITE 401 | DURHAM | NC | 27707 | N/A | PC | GENERAL OPERATING SUPPORT | $8,000 | |
| THE INTERNATIONAL CENTRE FOR MISSING AND EXPLOITED CHILDREN | ||||||||
| 1700 DIAGONAL ROAD SUITE 625 | ALEXANDRIA | VA | 22314 | N/A | PC | MODEL CHILD PROTECTION POLICY PROJECT | $25,000 | |
| THE MONMOUTH MEDICAL CENTER FOUNDATION | ||||||||
| 300 SECOND AVENUE | LONG BRANCH | NJ | 07740 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 | |
| THE OHIO STATE UNIVERSITY FOUNDATION | ||||||||
| 1 OHIO UNIVERSITY | ATHENS | OH | 45701 | N/A | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| WOMENS WILDERNESS INSTITUTE | ||||||||
| 1501 LEE HILL DRIVE UNIT 16 | BOULDER | CO | 80304 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,112,472 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| COUNCIL FOR RELATIONSHIPS INC | |||||||
| 4025 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | N/A | PC | GENERAL OPERATING SUPPORT | $73,550 |
| FREE THE SLAVES INC | |||||||
| 1320 19TH STREET NW SUITE 600 | WASHINGTON | DC | 20036 | N/A | PC | TO SUPPORT GRASSROOTS EFFORTS AND RESEARCH TO END HUMAN TRAFFICKING AND SLAVERY | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $93,550 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $40,018 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $372,103 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $687,361 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| OTHER INCOME FROM PASSTHROUGH ACTIVITY - GLAMORGAN PARTNERS | 14 | $5,720 |
| OTHER LOSS FROM PASSTHROUGH ACTIVITY - COLCHESTER GLOBAL INVESTORS INC | 14 | -$66,128 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,039,074 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,039,074 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $10,875 | Amt |
| Net Investment Income | $5,438 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,437 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $664,162 | EOYBookValueAmt |
| EOYFMV | $664,162 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | STOCKS | StockNm |
| EOY Book Value | $1,522,625 | EOYBookValueAmt |
| EOYFMV | $1,522,625 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS - DOMESTIC EQUITY | FMV | $6,720,795 | $6,720,795 |
| MUTUAL FUNDS - INTERNATIONAL EQUITY | FMV | $2,688,218 | $2,688,218 |
| MUTUAL FUNDS - FIXED INCOME | FMV | $4,412,015 | $4,412,015 |
| ALTERNATIVE INVESTMENTS | FMV | $2,475,360 | $2,475,360 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $7,019 | LegalFeesAmt |
| Net Investment Income | $3,509 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,510 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $1,841 | $921 | $920 |
| INSURANCE | $2,250 | $1,125 | $1,125 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| OTHER INCOME FROM PASSTHROUGH ACTIVITY - GLAMORGAN PARTNERS | $5,720 | $5,720 | $5,720 |
| OTHER LOSS FROM PASSTHROUGH ACTIVITY - COLCHESTER GLOBAL INVESTORS INC | -$66,128 | -$66,128 | -$66,128 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| GAAP COST TO FAIR MARKET VALUE ADJUSTMENT | $1,803,025 |
| CHANGE IN VALUE OF CHARITABLE LEAD ANNUITY TRUST | $5,045 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROFESSIONAL FEES | $34,318 | $17,159 | $17,159 |
| INVESTMENT FEES | $104,519 | $104,519 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $8,588 | $0 | $0 |
| FOREIGN TAXES PAID | $3,600 | $3,600 | $0 |