CATHERINE R AND ANTHONY A CLIFTON FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE R AND ANTHONY A CLIFTON FOUNDATION (EIN 25-6716684)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201433179349100443
- Schema version
- 2013v3.1
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T13:41:39-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | 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 | 256716684 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catherine R and Anthony A Clifton | BusinessNameLine1 |
| Business Name Line2 | Foundation | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE CLIFTON FOUNDATION | InCareOfNm |
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 2155637400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Review Publishing | AddressLine1 |
| Address Line2 | 1617 JF Kennedy Blvd Suite 1005 | AddressLine2 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHERINE CLIFTON | PersonNm |
| Person Title | MANAGING MEMBER | PersonTitleTxt |
| Phone | 2157018890 | PhoneNum |
| Signature | 2014-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S JACKSON | PreparerPersonNm |
| PTIN | P00236684 | PTIN |
| Phone | 2157018890 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,111,242 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,372 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,372 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $586 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $586 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $586 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $29,958 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,958 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $40,054 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $40,054 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,432 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,216 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,216 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $1,395 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $2,900 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $46,781 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,216 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,270 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $54,775 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $54,775 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $101,556 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,216 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $96,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$71,598 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,742 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $301,242 | CashBOYAmt |
| Cash EOY | $226,381 | CashEOYAmt |
| Cash EOYFMV | $226,381 | CashEOYFMVAmt |
| Corporate Stock BOY | $1,177,929 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,177,929 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,779,569 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $104,544 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $107,807 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $105,292 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $1,583,715 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,512,117 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,111,242 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $1,583,715 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,512,117 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,583,715 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,512,117 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,583,715 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,512,117 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,583,715 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$71,598 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,512,117 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,512,117 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | CAPITAL GAIN DIVIDENDS | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gain Or Loss | $586 | GainOrLossAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $586 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,925 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $734,272 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.093868 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $310,745 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $568,355 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.546745 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $359,515 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $722,559 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.497558 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $298,290 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $693,977 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.429827 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $328,108 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $876,868 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.374182 | DistributionYr5Rt |
| Total Distribution | 1.94218 | TotalDistributionRt |
| Average Distribution | 0.388436 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,841,523 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $715,314 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $287 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $715,601 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $96,045 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $575 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $575 | SubtotalAmt |
| Tax Based On Investment Income | $575 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $500 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $200 | AppliedToEsTaxAmt |
| Total Payments And Credits | $700 | TotalPaymentsAndCreditsAmt |
| Overpayment | $125 | OverpaymentAmt |
| Applied To ES Tax | $125 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| 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 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLIFTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155637400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1617 JF KENNEDY BLVD 1005 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| 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 (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| Anthony Clifton | ||||||||
| c/o Review Publishing | Philadelphia | PA | 19103 | Officer | 0.5 | $0 | $0 | $0 |
| Catherine Clifton | ||||||||
| c/o Review Publishing | Philadelphia | PA | 19103 | Officer | 0.5 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,604,349 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $265,217 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,869,566 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,869,566 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $28,043 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,841,523 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $92,076 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $92,076 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $575 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $575 | TotalTaxAmt |
| Distributable Before Adj | $91,501 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $91,501 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $91,501 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $96,045 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $96,045 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $96,045 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $91,501 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2011 | PriorYear1Yr |
| Prior Year2 | 2010 | PriorYear2Yr |
| Prior Year3 | 2009 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $296,935 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $263,692 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $326,973 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $282,639 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $38,535 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,208,774 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $96,045 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $91,501 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $4,544 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,213,318 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $296,935 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $916,383 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $263,692 | ExcessFromYear4Amt |
| Excess From Year3 | $326,973 | ExcessFromYear3Amt |
| Excess From Year2 | $282,639 | ExcessFromYear2Amt |
| Excess From Year1 | $38,535 | ExcessFromYear1Amt |
| Excess From Current Year | $4,544 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTHONY CLIFTON | ContributingManagerNm |
| Contributing Manager | CATHERINE R CLIFTON | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | See Statement A | BusinessNameLine1 |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O Review Publishing | AddressLine1 |
| Address Line2 | 1617 JF Kennedy Blvd 1005 | AddressLine2 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | To help fund the operational budgets of the various charitable organizations | GrantOrContributionPurposeTxt |
| Amt | $54,775 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $54,775 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,372 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $29,958 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $29,958 | 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 | GRANT THORNTON TAX FEES | CategoryTxt |
| Amt | $2,432 | Amt |
| Net Investment Income | $1,216 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,216 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | PIMCO TOTAL RETURN FUND | BondNm |
| EOY Book Value | $107,807 | EOYBookValueAmt |
| EOYFMV | $105,292 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMCAST | StockNm |
| EOY Book Value | $1,177,929 | EOYBookValueAmt |
| EOYFMV | $1,779,569 | EOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| LEGAL FEES-DUANE MORRIS | $10,298 | $10,298 |
| LEGAL FEES-COZEN O'CONNOR | $29,756 | $29,756 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSE | Desc |
| Revenue And Expenses Per Books | $2,900 | RevenueAndExpensesPerBooksAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL OVERPAYMENT FROM 2011 | Desc |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2012 FEDERAL BALANCE DUE | $895 |
| 2013 FEDERAL ESTIMATED TAX | $500 |
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