ARGUILD FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- ARGUILD FOUNDATION (EIN 51-6016487)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-03-13
- IRS object ID
- 201320729349100512
- Schema version
- 2012v2.0
- 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 Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-03-13T15:55:49-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232436909 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BELFINT LYONS & SHUMAN PA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1011 CENTRE RD STE 310 | AddressLine1 |
| City | WILMINGTON | City |
| State | DE | State |
| ZIP Code | 19805 | 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 | 516016487 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARGUILD FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | C/O MARY CONNOLLY BRAUN PRESIDENT | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | ARGU | NameControl |
| Phone | 3026526854 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1 |
| City | GREENVILLE | City |
| State | DE | State |
| ZIP Code | 198070007 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARY CONNOLLY BRAUN | Name |
| Title | PRESIDENT | Title |
| Phone | 3026526854 | Phone |
| Date Signed | 2013-02-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BARRY CROZIER CPA | Name |
| PTIN | P00297095 | PTIN |
| Phone | 3022250600 | 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 | 1802839 | 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 | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 40114 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 40114 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 184534 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 1333438 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 184534 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 224653 | TotalRevenueAndExpenses |
| Total Net Investment Income | 224653 | TotalNetInvestmentIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Accounting Fees Rev And Expnss | 2000 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 0 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 0 | AccountingFeesDsbrsChrtblPrps |
| Other Prof Fees Rev And Expnss | 8304 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 8304 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 0 | OtherProfFeesDsbrsChrtblPrps |
| Interest Rev And Expnss | 20 | InterestRevAndExpnss |
| Interest Net Invst Incm | 0 | InterestNetInvstIncm |
| Interest Dsbrs Chrtbl Prps | 0 | InterestDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 120 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 10444 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 8304 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 20500 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 20500 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 30944 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 8304 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 20500 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 193709 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 216349 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 10644 | CashBOY |
| Cash EOY | 535 | CashEOY |
| Cash EOYFMV | 535 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 46371 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 50939 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 50939 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 1426305 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 1619958 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1745768 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 0 | InvestmentsOtherBOY |
| Investments Other EOY | 5597 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 5597 | InvestmentsOtherEOYFMV |
| Total Assets BOY | 1483320 | TotalAssetsBOY |
| Total Assets EOY | 1677029 | TotalAssetsEOY |
| Total Assets EOYFMV | 1802839 | 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 | 1483320 | RetainedEarningsBOY |
| Retained Earnings EOY | 1677029 | RetainedEarningsEOY |
| Total Net Assets BOY | 1483320 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1677029 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 1483320 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1677029 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 1483320 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 193709 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 1677029 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1677029 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (15 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| 10,070.49SHS VANGUARD BOND INDEX FUND ST | P | 2012-03-19 | 106647 | 100000 | 6647 | 6647 |
| 3,409.18SHS VANGUARD INTERMEDIATE TERM BOND | P | 2012-03-19 | 39717 | 35046 | 4671 | 4671 |
| 5,848.88SHS VANGUARD FI SEC SHRT BD | P | 2012-03-19 | 62700 | 61998 | 702 | 702 |
| 10,256.41SHS VANGUARD FI SECS F INTR | P | 2012-03-19 | 103282 | 100000 | 3282 | 3282 |
| 3,778.309SHS TURNER SMALL CAPITAL GROWTH FUND | P | 2012-09-19 | 139684 | 110667 | 29017 | 29017 |
| 12,110.53SHS ROYCE OPPORTUNITY FUND | P | 2012-09-19 | 149565 | 118039 | 31526 | 31526 |
| 4,369.57SHS AQUILA THREE PEAKS HIGH INCO CL Y | P | 2012-12-13 | 40200 | 39741 | 459 | 459 |
| 2,995.60SHS TEMPLETON GLOBAL BD | P | 2012-12-13 | 40800 | 39581 | 1219 | 1219 |
| 3,500SHS ISHARES RUSSELL 1000 GROWTH INDEX FUND | P | 2012-03-15 | 230072 | 196210 | 33862 | 33862 |
| 2,700SHS VANGUARD DIVIDEND APPRECIATION INDEX FUND | P | 2012-03-15 | 158352 | 110722 | 47630 | 47630 |
| 445SHS ISHARES RUSSELL 1000 VALUE INDEX FUND | P | 2012-07-11 | 30041 | 31354 | -1313 | -1313 |
| 2,050SHS ISHARES RUSSELL 1000 VALUE INDEX FUND | P | 2012-12-07 | 148110 | 144441 | 3669 | 3669 |
| 1,090SHS ISHARES RUSSELL 1000 GROWTH INDEX FUND | P | 2012-12-07 | 71295 | 61105 | 10190 | 10190 |
| SHEPHERD INVESTMENTS INTERNATIONAL, LTD | P | 2012-12-31 | 8452 | 8452 | 8452 | |
| CAPITAL GAINS DIVIDENDS | P | 4521 | 4521 | 4521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 184534 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 1 | LiableFor4942Tax |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 4327 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 4327 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 4327 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 2264 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 2264 | TotalCreditsAndPayments |
| Tax Due | 2063 | TaxDue |
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 | DE | 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 | MARY C BRAUN | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 3026526854 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1 |
| City | GREENVILLE | City |
| State | DE | State |
| ZIP Code | 19807 | 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 (4 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 |
|---|---|---|---|---|---|---|---|---|
| MARY CONNOLLY BRAUN | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 198070007 | PRESIDENT | 0.00 | 0 | 0 | 0 |
| WILSON JC BRAUN JR | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 198070007 | EXECUTIVE VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| COURTNEY C BRAUN | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 198070007 | VICE PRESIDENT | 0.00 | 0 | 0 | 0 |
| WILSON JC BRAUN III | ||||||||
| PO BOX 4007 | GREENVILLE | DE | 198070007 | VICE PRESIDENT | 0.00 | 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 |
Summary Of Direct Charitable Acty SummaryOfDirectCharitableActy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION ACCEPTS APPLICATIONS IN LETTER FORMAT FROM ORGANIZATIONS OPERATED FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES AS PROVIDED FOR IN IRC SEC 501(C)(3). | Description1 |
| Expenses1 | 0 | Expenses1 |
| Description2 | GRANT REQUESTS FOR THE FURTHERANCE OF OPERATIONAL PROGRAMS OR CAPITAL EXPENDITURES ARE REVIEWED AND ACTED UPON. DIRECT CONTRIBUTIONS DURING YEAR: | Description2 |
| Expenses2 | 20500 | Expenses2 |
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 | 1700163 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 47201 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1747364 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1747364 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 26210 | CashDeemedCharitable |
| Net Noncharitable Assets | 1721154 | NetNoncharitableAssets |
| Minimum Investment Return | 86058 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 86058 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 4327 | TaxBasedOnInvestmentIncome |
| Total Tax | 4327 | TotalTax |
| Distributable Amount Before Adj | 81731 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 81731 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 81731 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 20500 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 20500 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 20500 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 81731 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 135468 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 642416 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 15970 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year1 | 27101 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 820955 | TotalExcessDistriCarryover |
| Qualifying Distributions | 20500 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 20500 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 0 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 61231 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 61231 | ExcessDistriCyovAppliedCY |
| Total Corpus | 759724 | 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 | 74237 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 685487 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 642416 | ExcessFromYear4 |
| Excess From Year3 | 15970 | ExcessFromYear3 |
| Excess From Year1 | 27101 | ExcessFromYear1 |
Supplementary Information SupplementaryInformation
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MARY CONNOLLY BRAUN | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4007 | AddressLine1 |
| City | GREENVILLE | City |
| State | DE | State |
| ZIP Code | 19807 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 3026526854 | RecipientPhoneNumber |
| Form And Info And Materials | LETTER FORMAT REQUESTING A GRANT. ADDITIONAL MATERIALS AT DONEE'S OPTION. | FormAndInfoAndMaterials |
| Submission Deadlines | NONE NONE | SubmissionDeadlines |
| Restrictions On Awards | ORGANIZATIONS OPERATED FOR RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSES AS PROVIDED UNDER IRC SECTION 501 (C)(3) | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (4 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|
| THE INTERNATIONAL FRIENDS OF THE LONDON LIBRARY | |||||
| 1730 PENNSYLVANIA AVENUE | WASHINGTON DE | DC | 20006 | EDUCATIONAL PURPOSE | $5,000 |
| THE BRANDYWINE RIVER MUSEUM | |||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | EDUCATIONAL PURPOSE | $10,000 |
| THE UNIVERSITY OF DELAWARE LIBRARY ASSOCIATES | |||||
| 103 EAST MAIN ST | NEWARK | DE | 19716 | EDUCATIONAL PURPOSE | $500 |
| GILMAN SCHOOL | |||||
| 5407 ROLAND AVE | BALTIMORE | MD | 21210 | EDUCATIONAL PURPOSE | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 20500 | 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 | $5 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $40,114 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $184,534 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $224,653 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 224653 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | Category |
| Amount | $2,000 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | COMMON STOCKS/MUTUAL FUNDS | NameOfStock |
| EOY Book Value | 1619958 | EOYBookValue |
| EOYFMV | 1745768 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | TRADE RECEIVABLE | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 5597 | BookValue |
| EOYFMV | 5597 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | POST OFFICE BOX FEE | Description |
| Revenue And Expenses Per Books | 120 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMNT. FEES | Category |
| Amount | $8,304 | Amount |
| Net Investment Income | 8304 | NetInvestmentIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
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