CATHERINE R AND ANTHONY A CLIFTON FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- CATHERINE R AND ANTHONY A CLIFTON FOUNDATION (EIN 25-6716684)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-05-09
- IRS object ID
- 201301299349102000
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-09T16:30:34-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 3100 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256716684 | EIN |
Name Name
| 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 Name | % THE CLIFTON FOUNDATION | InCareOfName |
| Name Control | CATH | NameControl |
| Phone | 2155637400 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Review Publishing | AddressLine1 |
| Address Line2 | 1500 Sansom Street Suite | AddressLine2 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Anthony Clifton | Name |
| Title | Officer | Title |
| Phone | 2155614200 | Phone |
| Date Signed | 2013-05-05 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2155614200 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1690115 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 978482 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 15960 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 15960 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 127079 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 313041 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 302577 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 5429 | OtherIncomeRevAndExpnss |
| Total Revenue And Expenses | 1126950 | TotalRevenueAndExpenses |
| Total Net Investment Income | 318537 | TotalNetInvestmentIncome |
| Legal Fees Rev And Expnss | 32334 | LegalFeesRevAndExpnss |
| Legal Fees Net Invst Incm | 0 | LegalFeesNetInvstIncm |
| Legal Fees Adj Net Incm | 0 | LegalFeesAdjNetIncm |
| Legal Fees Dsbrs Chrtbl Prps | 32334 | LegalFeesDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 4632 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2316 | AccountingFeesNetInvstIncm |
| Accounting Fees Adj Net Incm | 0 | AccountingFeesAdjNetIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 2316 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 5444 | TaxesRevAndExpnss |
| Taxes Dsbrs Chrtbl Prps | 15 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 10 | OtherExpensesRevAndExpnss |
| Other Expenses Dsbrs Chrtbl Prps | 10 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 42420 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 2316 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 34675 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 34250 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 34250 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 76670 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 2316 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 68925 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 1050280 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 316221 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 49254 | CashBOY |
| Cash EOY | 301242 | CashEOY |
| Cash EOYFMV | 301242 | CashEOYFMV |
| Investments Corp Stock BOY | 386456 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1177929 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1281518 | InvestmentsCorpStockEOYFMV |
| Investments Corp Bonds BOY | 97725 | InvestmentsCorpBondsBOY |
| Investments Corp Bonds EOY | 104544 | InvestmentsCorpBondsEOY |
| Investments Corp Bonds EOYFMV | 107355 | InvestmentsCorpBondsEOYFMV |
| Total Assets BOY | 533435 | TotalAssetsBOY |
| Total Assets EOY | 1583715 | TotalAssetsEOY |
| Total Assets EOYFMV | 1690115 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 533435 | RetainedEarningsBOY |
| Retained Earnings EOY | 1583715 | RetainedEarningsEOY |
| Total Net Assets BOY | 533435 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1583715 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 533435 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1583715 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 533435 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 1050280 | ExcessOfRevenueOverExpenses |
| Subtotal | 1583715 | Subtotal |
| Total Net Assets Fund Balances EOY | 1583715 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (2 entries)
| Description Of AssetDescriptionOfAsset | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses | How AcquiredHowAcquired |
|---|---|---|---|---|---|
| COMCAST CP NEW CL A SPL | 313041 | 11511 | 301530 | 301530 | |
| CAPITAL GAIN DIVIDENDS | 1047 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 302577 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 310745 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 568355 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.546745 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 359515 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 722559 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.497558 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 298290 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 693977 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.429827 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 328108 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 876868 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.374182 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 130290 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 320660 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.406318 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.25463 | TotalDistributionRatio |
| Average Distribution Ratio | 0.450926 | AverageDistributionRatio |
| Net Noncharitable Assets | 734272 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 331102 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 3162 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 334264 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 68925 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 6324 | InvestmentIncomeExciseTax |
| Subtotal | 6324 | Subtotal |
| Tax Based On Investment Income | 6324 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 5429 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 5429 | TotalCreditsAndPayments |
| Tax Due | 895 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | n/a | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE CLIFTON FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 2155637400 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 SANSOM ST | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | 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 |
|---|---|---|---|---|---|---|
| Anthony Clifton | ||||||
| c/o Review Publishing | Philadelphia | PA | 19102 | Officer | 0 | 0 |
| Catherine Clifton | ||||||
| c/o Review Publishing | Philadelphia | PA | 19102 | Officer | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Charitable Acty | SummaryOfDirectCharitableActy | |
| Sum Of Program Related Investments | SumOfProgramRelatedInvestments |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 697820 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 47634 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 745454 | TotalFMVOfUnusedAssets |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 745454 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 11182 | CashDeemedCharitable |
| Net Noncharitable Assets | 734272 | NetNoncharitableAssets |
| Minimum Investment Return | 36714 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 36714 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 6324 | TaxBasedOnInvestmentIncome |
| Total Tax | 6324 | TotalTax |
| Distributable Amount Before Adj | 30390 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 30390 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 30390 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 68925 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Amounts Paid Acq Charitable Assets | 0 | AmountsPaidAcqCharitableAssets |
| Amounts Set Aside Suitability Test | 0 | AmountsSetAsideSuitabilityTest |
| Amounts Set Aside Cash Distri Test | 0 | AmountsSetAsideCashDistriTest |
| Qualifying Distributions | 68925 | QualifyingDistributions |
| Adj Qualifying Distributions | 68925 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 30390 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Prior Year1 | 2010 | PriorYear1 |
| Prior Year2 | 2009 | PriorYear2 |
| Prior Year3 | 2008 | PriorYear3 |
| Excess Distri Carryover Year5 | 114633 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 296935 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 263692 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 326973 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 282639 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 1284872 | TotalExcessDistriCarryover |
| Qualifying Distributions | 68925 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Current Year | 30390 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 38535 | RemainingDistriFromCorpus |
| Total Corpus | 1323407 | TotalCorpus |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 114633 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 1208774 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 296935 | ExcessFromYear4 |
| Excess From Year3 | 263692 | ExcessFromYear3 |
| Excess From Year2 | 326973 | ExcessFromYear2 |
| Excess From Year1 | 282639 | ExcessFromYear1 |
| Excess From Current Year | 38535 | ExcessFromCurrentYear |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundations |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ANTHONY CLIFTON | ContributingManager |
| Contributing Manager | CATHERINE R CLIFTON | ContributingManager |
| Shareholder Manager | NONE | ShareholderManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear
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 | 1500 Sansom Street | AddressLine2 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationship |
| Recipient Foundation Status | 501(C)(3) | RecipientFoundationStatus |
| Purpose Of Grant Or Contribution | To help fund the operational budgets of the various charitable organizations | PurposeOfGrantOrContribution |
| Amount | $34,250 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 34250 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Agencies | FeesContractsFromGovtAgencies | |
| Membership Dues And Assessments | MembershipDuesAndAssessments | |
| Int On Savings And Temp Cash Invst | IntOnSavingsAndTempCashInvst |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $15,960 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rental Incm Re Debt Fincd Prop | NetRentalIncmReDebtFincdProp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Incm Personal Property | NetRentalIncmPersonalProperty | |
| Other Investment Income Part VII | OtherInvestmentIncomePartVII |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $302,577 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Events | NetIncomeLossFromSpecialEvents | |
| Gross Profit Loss Sales Of Invntry | GrossProfitLossSalesOfInvntry |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $318,537 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 318537 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | Catherine R Clifton | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Review Publishing 1500 Sansom | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 978482 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 27,233 Shs of Comcast Stock | NoncashPropertyDescription |
| Fair Market Value | 978482 | FairMarketValue |
| Date Received | 2012-12-21 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | GRANT THORNTON TAX FEES | Category |
| Amount | $4,632 | Amount |
| Net Investment Income | 2316 | NetInvestmentIncome |
| Disbursements Charitable Prps | 2316 | DisbursementsCharitablePrps |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corp Bonds InvestmentsCorpBonds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Bond | PIMCO TOTAL RETURN FUND | NameOfBond |
| EOY Book Value | 104544 | EOYBookValue |
| EOYFMV | 107355 | EOYFMV |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMCAST | NameOfStock |
| EOY Book Value | 1177929 | EOYBookValue |
| EOYFMV | 1281518 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | Category |
| Amount | $32,334 | Amount |
| Disbursements Charitable Prps | 32334 | DisbursementsCharitablePrps |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POSTAL FEE | Description |
| Revenue And Expenses Per Books | 10 | RevenueAndExpensesPerBooks |
| Disbursements Charitable Prps | 10 | DisbursementsCharitablePrps |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL OVERPAYMENT FROM 2011 | Description |
| Revenue And Expenses Per Books | 5429 | RevenueAndExpensesPerBooks |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|
| FEDERAL OVERPAYMENT APPLIED | $5,429 | |
| PA REGISTRATION FEE | $15 | 15 |
Comments