CLANEIL FOUNDATION INC: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CLANEIL FOUNDATION INC (EIN 23-6445450)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-15
- IRS object ID
- 201113199349100816
- Schema version
- 2010v3.4
- 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
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-11-15T08:21:41-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAC CAPITAL PARTNERS INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 HICKORY ROAD SUITE 450 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236445450 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLANEIL FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAN | NameControl |
| Phone | 6108286331 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 HICKORY ROAD NO 450 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT D MCNEIL | Name |
| Title | TREASURER | Title |
| Phone | 6108286331 | Phone |
| Date Signed | 2011-08-09 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | SHEENA M LAWRENCE | Name |
| Phone | 6108286331 | Phone |
| Date Prepared | 2011-11-09 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | 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 | 62640092 | FMVAssetsEOY |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
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 | 432 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 432 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 1497351 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 1497351 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 553600 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 21858926 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 553600 | CapitalGainNetIncmNetInvstIncm |
| Total Revenue And Expenses | 2051383 | TotalRevenueAndExpenses |
| Total Net Investment Income | 2051383 | 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 |
| Other Prof Fees Rev And Expnss | 254671 | OtherProfFeesRevAndExpnss |
| Other Prof Fees Net Invst Incm | 233288 | OtherProfFeesNetInvstIncm |
| Other Prof Fees Dsbrs Chrtbl Prps | 21322 | OtherProfFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 88441 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 53059 | TaxesNetInvstIncm |
| Taxes Dsbrs Chrtbl Prps | 0 | TaxesDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 40 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Dsbrs Chrtbl Prps | 40 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 343152 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 286347 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 21362 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 3791680 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 3624347 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 4134832 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 286347 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 3645709 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -2083449 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 1765036 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 6972 | CashBOY |
| Cash EOY | 2931 | CashEOY |
| Cash EOYFMV | 2931 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 95759 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 21832 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 21832 | SavingsAndTempCashInvstEOYFMV |
| Accounts Receivable | 5031 | AccountsReceivable |
| Accounts Receivable BOY | 130815 | AccountsReceivableBOY |
| Accounts Receivable EOY | 5031 | AccountsReceivableEOY |
| Accounts Receivable EOYFMV | 5031 | AccountsReceivableEOYFMV |
| Investments Corp Stock BOY | 2224600 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 2224600 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 2246454 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | 51021455 | InvestmentsOtherBOY |
| Investments Other EOY | 49312982 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 60323844 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 14703 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 14703 | AccumDeprecLandBldgAndEquip |
| Other Assets BOY | 45679 | OtherAssetsBOY |
| Other Assets EOY | 40000 | OtherAssetsEOY |
| Other Assets EOYFMV | 40000 | OtherAssetsEOYFMV |
| Total Assets BOY | 53525280 | TotalAssetsBOY |
| Total Assets EOY | 51607376 | TotalAssetsEOY |
| Total Assets EOYFMV | 62640092 | TotalAssetsEOYFMV |
| Accounts Payable BOY | 30827 | AccountsPayableBOY |
| Accounts Payable EOY | 31436 | AccountsPayableEOY |
| Grants Payable BOY | 331543 | GrantsPayableBOY |
| Grants Payable EOY | 493876 | GrantsPayableEOY |
| Other Liabilities BOY | 0 | OtherLiabilitiesBOY |
| Other Liabilities EOY | 2603 | OtherLiabilitiesEOY |
| Total Liabilities BOY | 362370 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 527915 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 53162910 | UnrestrictedBOY |
| Unrestricted EOY | 51079461 | UnrestrictedEOY |
| Total Net Assets BOY | 53162910 | TotalNetAssetsBOY |
| Total Net Assets EOY | 51079461 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 53525280 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 51607376 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 53162910 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -2083449 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 51079461 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 51079461 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (38 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 10,608.397 SH HC FIXED INCOME OPPORTUNITY PORTFOLIO | P | 2009-09-16 | 2010-06-08 | 71501 | 71554 | -53 | -53 |
| 7,937.597 SH HC FIXED INCOME OPPORTUNITY PORTFOLIO | P | 2009-12-30 | 2010-06-08 | 53499 | 53889 | -390 | -390 |
| 9,027.122 SH HC FIXED INCOME PORTFOLIO | P | 2010-01-04 | 2010-12-06 | 83230 | 80212 | 3018 | 3018 |
| 198,533.224 SH HC FIXED INCOME PORTFOLIO | P | 2010-07-01 | 2010-12-06 | 1830476 | 1808397 | 22079 | 22079 |
| 26,107.483 SH HC GROWTH PORTFOLIO | P | 2010-02-04 | 2010-07-08 | 282222 | 288760 | -6538 | -6538 |
| 150,998.729 SH HC INTERNATIONAL EQUITY PORTFOLIO | P | 2009-10-30 | 2010-09-07 | 1396738 | 1440122 | -43384 | -43384 |
| 9,551.355 SH HC REAL ESTATE SECURITIES | P | 2009-09-15 | 2010-09-07 | 144225 | 120763 | 23462 | 23462 |
| 382.420 SH HC REAL ESTATE SECURITIES | P | 2010-03-17 | 2010-09-07 | 5775 | 5608 | 167 | 167 |
| 7,910.614 SH HC VALUE EQUITY PORTFOLIO | P | 2009-09-16 | 2010-07-08 | 81717 | 84368 | -2651 | -2651 |
| 6,964.563 SH HC VALUE EQUITY PORTFOLIO | P | 2010-03-17 | 2010-07-08 | 71944 | 77261 | -5317 | -5317 |
| 12,819.272 SH HC CORE FIXED INCOME PORTFOLIO | P | 2009-06-30 | 2010-06-08 | 130244 | 123698 | 6546 | 6546 |
| 1,195.304 SH HC CORE FIXED INCOME PORTFOLIO | P | 2010-01-04 | 2010-06-08 | 12144 | 11928 | 216 | 216 |
| 20,606.366 SH HC CORE FIXED INCOME PORTFOLIO | P | 2010-07-01 | 2010-12-06 | 208743 | 211214 | -2471 | -2471 |
| 23,337.309 SH HC GROWTH PORTFOLIO | P | 2009-03-18 | 2010-01-26 | 263478 | 214688 | 48790 | 48790 |
| 2,254.865 SH HC GROWTH PORTFOLIO | P | 2009-12-30 | 2010-01-26 | 25457 | 26540 | -1083 | -1083 |
| 503.380 SH HC SMALL CAP PORTFOLIO | P | 2009-12-16 | 2010-01-26 | 5326 | 5405 | -79 | -79 |
| 16,193.293 SH SSGA EMERGING MKTS FD | P | 2009-10-28 | 2010-01-26 | 296985 | 291760 | 5225 | 5225 |
| 16.402 SH SSGA EMERGING MKTS FD | P | 2009-10-30 | 2010-07-08 | 307 | 290 | 17 | 17 |
| 3,861.004 SH VANGUARD FIXED INCOME INFL PROT SECS | P | 2009-11-30 | 2010-09-07 | 100000 | 99035 | 965 | 965 |
| 29,801.325 SH HC FIXED INCOME PORTFOLIO | P | 2002-12-16 | 2010-06-08 | 270000 | 303793 | -33793 | -33793 |
| 325,299.157 SH HC FIXED INCOME PORTFOLIO | P | 2003-08-01 | 2010-12-06 | 2999258 | 2896365 | 102893 | 102893 |
| 128,379.103 SH HC GROWTH PORTFOLIO | P | 2002-10-30 | 2010-07-08 | 1387778 | 1018046 | 369732 | 369732 |
| 201,451.906 SH HC GROWTH PORTFOLIO | P | 2002-10-30 | 2010-09-07 | 2220000 | 1597514 | 622486 | 622486 |
| 55,617.353 SH HC INTERNATIONAL EQUITY PORTFOLIO | P | 2007-12-21 | 2010-07-08 | 500000 | 767520 | -267520 | -267520 |
| 259,812.082 SH HC INTERNATIONAL EQUITY PORTFOLIO | P | 2005-06-13 | 2010-09-07 | 2403262 | 3098639 | -695377 | -695377 |
| 10,849.057 SH HC SMALL CAP PORTFOLIO | P | 2002-10-24 | 2010-07-08 | 115000 | 96123 | 18877 | 18877 |
| 32,679.739 SH HC SMALL CAP PORTFOLIO | P | 2002-10-24 | 2010-09-07 | 350000 | 289542 | 60458 | 60458 |
| 115,812.141 SH HC VALUE EQUITY PORTFOLIO | P | 2002-10-30 | 2010-07-08 | 1196339 | 1533526 | -337187 | -337187 |
| 171,755.725 SH HC VALUE EQUITY PORTFOLIO | P | 2002-10-30 | 2010-09-07 | 1800000 | 1794847 | 5153 | 5153 |
| 3,701.959 SH HC CORE FIXED INCOME PORTFOLIO | P | 2006-05-01 | 2010-06-08 | 37612 | 35851 | 1761 | 1761 |
| 44,798.394 SH HC CORE FIXED INCOME PORTFOLIO | P | 2008-10-01 | 2010-12-06 | 453808 | 426891 | 26917 | 26917 |
| 80,794.894 SH HC GROWTH PORTFOLIO | P | 2002-10-30 | 2010-01-26 | 912174 | 643376 | 268798 | 268798 |
| 6,440.651 SH HC INTERNATIONAL EQUITY PORTFOLIO | P | 2007-12-21 | 2010-01-26 | 61315 | 89378 | -28063 | -28063 |
| 19,855.316 SH HC SMALL CAP PORTFOLIO | P | 2002-10-24 | 2010-01-26 | 210069 | 175738 | 34331 | 34331 |
| 55,081.681 SH HC VALUE PORTFOLIO | P | 2005-03-22 | 2010-01-26 | 583315 | 826448 | -243133 | -243133 |
| 14956.860 SH SSGA EMERGING MKTS FD | P | 2004-08-26 | 2010-07-08 | 279694 | 197212 | 82482 | 82482 |
| 50,276.521 SH SSGA EMERGING MKTS FD | P | 2002-10-24 | 2010-09-07 | 1000000 | 499025 | 500975 | 500975 |
| CAPITAL GAINS DIVIDENDS | P | 15291 | 15291 | 15291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 553600 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 3476350 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 54311659 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.064007 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 5017749 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 71589212 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.070091 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 5052588 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 84430408 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.059843 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 4801297 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 78396228 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.061244 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 3953986 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 67254956 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.058791 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.313976 | TotalDistributionRatio |
| Average Distribution Ratio | 0.062795 | AverageDistributionRatio |
| Net Noncharitable Assets | 59915040 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 3762365 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 17650 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 3780015 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 3645709 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 35301 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 35301 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 35301 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 32779 | EstTaxPaymentsAndOverpayment |
| Tax Paid With Extension | 3000 | TaxPaidWithExtension |
| Total Credits And Payments | 35779 | TotalCreditsAndPayments |
| Form2220 Attached | X | Form2220Attached |
| Overpayment | 478 | Overpayment |
| Amount Credited To Next Year | 478 | AmountCreditedToNextYear |
| Amount To Be Refunded | 0 | AmountToBeRefunded |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 1 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | DE | StatesFiledWith |
| States Filed With | PA | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 0 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.CLANEILFOUNDATION.ORG | WebsiteAddress |
| Books In Care Of Person Name | ROBERT D MCNEIL | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 6108286331 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 HICKORY RD SUITE 450 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|
| MARJORIE M FINDLAY | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR/CHAIRPERSON | 25.00 | 0 | 0 | 0 |
| BARBARA M JORDAN | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR/SECRETARY | 2.00 | 0 | 0 | 0 |
| ROBERT D MCNEIL | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR/TREASURER | 2.00 | 0 | 0 | 0 |
| JENNIFER C MCNEIL | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR/VICE CHAIR | 2.00 | 0 | 0 | 0 |
| GEOFFREY T FREEMAN | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| ANNA M JORDAN | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| DUNCAN MCFARLAND | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| MICHAEL H JORDAN | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| PATRICIA D GRAY | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| MOIRA F MUMMA | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | DIRECTOR | 2.00 | 0 | 0 | 0 |
| MAILEE WALKER SEE STMT 16 | ||||||||
| C/O 2250 HICKORY RD SUITE 450 | PLYMOUTH MEETING | PA | 19462 | EXECUTIVE DIRECTOR | 40.00 | 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 |
Compensation Of Hghst Paid Cntrct CompensationOfHghstPaidCntrct
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HIRTLE CALLAGHAN & CO LLC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | FIVE TOWER BRIDGE SUITE 500 | AddressLine1 |
| City | W CONSHOHOCKEN | City |
| State | PA | State |
| ZIP Code | 19428 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Service | INVESTMENT MANAGEMENT | TypeOfService |
| Compensation | 213833 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 60572372 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 190063 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 65017 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 60827452 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 60827452 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 912412 | CashDeemedCharitable |
| Net Noncharitable Assets | 59915040 | NetNoncharitableAssets |
| Minimum Investment Return | 2995752 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 2995752 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 35301 | TaxBasedOnInvestmentIncome |
| Total Tax | 35301 | TotalTax |
| Distributable Amount Before Adj | 2960451 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 2960451 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 2960451 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 3645709 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 3645709 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 3645709 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 2960451 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 864678 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 1001202 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 1037646 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 1511104 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 776657 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 5191287 | TotalExcessDistriCarryover |
| Qualifying Distributions | 3645709 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 2960451 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 685258 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 5876545 | 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 | 864678 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 5011867 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 1001202 | ExcessFromYear4 |
| Excess From Year3 | 1037646 | ExcessFromYear3 |
| Excess From Year2 | 1511104 | ExcessFromYear2 |
| Excess From Year1 | 776657 | ExcessFromYear1 |
| Excess From Current Year | 685258 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MARJORIE M FINDLAY | ContributingManager |
| Contributing Manager | BARBARA M JORDAN | ContributingManager |
| Contributing Manager | ROBERT D MCNEIL | ContributingManager |
Appication Submission Info AppicationSubmissionInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Name | MAILEE WALKER | RecipientName |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2250 HICKORY ROAD STE 450 | AddressLine1 |
| City | PLYMOUTH MEETING | City |
| State | PA | State |
| ZIP Code | 19462 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone Number | 6108286331 | RecipientPhoneNumber |
| Form And Info And Materials | PROOF OF TAX EXEMPT STATUS AND ANY PRINTED MATERIALS AVAILABLE ALONG WITH FOUNDATION APPLICATION. | FormAndInfoAndMaterials |
| Submission Deadlines | LTRS OF INTENT - PRE-12/15 (SPRG) & PRE-6/30 (FALL). PROPOSALS - PRE-3/1 (SPRG) & PRE-8/15 (FALL). | SubmissionDeadlines |
| Restrictions On Awards | EXCLUSIVELY FOR SUPPORT OF EDUCATION, THE BUILT AND NATURAL ENVIRONMENT, HEALTH AND HUMAN SERVICES, AND HUNGER & NUTRITION/FOOD SYSTEM ACTIVITIES. | RestrictionsOnAwards |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (224 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount | Address Line2RecipientUSAddress/AddressLine2 |
|---|---|---|---|---|---|---|---|
| A LITTLE TASTE OF EVERYTHING | |||||||
| 3451 WALNUT STREET SUITE P-117A | PHILADELPHIA | PA | 19104 | 509(A)(1) | MILL CREEK FARM | $14,000 | |
| ACTIONAIDS INC | |||||||
| 1216 ARCH ST 6TH FL | PHILADELPHIA | PA | 19107 | 509(A)(1) | YOUTH SERVICES | $5,000 | |
| ADOPTION CENTER OF DELAWARE VALLEY | |||||||
| 1500 WALNUT ST SUITE 701 | PHILADELPHIA | PA | 19102 | 509(A)(1) | ADOPTMATCH PHASE TWO | $8,000 | |
| AIDS LAW PROJECT OF PENNSYLVANIA | |||||||
| 1211 CHESTNUT ST SUITE 600 | PHILADELPHIA | PA | 19107 | 509(A)(1) | GENERAL OPERATING - FREE LEGAL SERVICES AND ADVOCACY | $6,000 | |
| AMERICAN CIVIL LIBERTIES FOUNDATION | |||||||
| POB 40008 BOURSE BUILDING 11 1 S | PHILADELPHIA | PA | 19106 | 509(A)(2) | CLARA BELL DUVALL REPRODUCTIVE FREEDOM PROJECT | $7,500 | INDEPENDENCE MALL SUITE 570 |
| AMERICAN FARMLAND TRUST | |||||||
| 1200 18TH ST NW SUITE 800 | WASHINGTON | DC | 20017 | 509(A)(2) | NEW ENGLAND MILKSHED ASSESSMENT | $34,000 | |
| AMERICAN PUBLIC HEALTH ASSOCIATION | |||||||
| 800 I STREET NW | WASHINGTON | DC | 20001 | 509(A)(2) | SUPPORT FOR ANNUAL EXPOSITION IN PHILADELPHIA | -$2,000 | |
| ANTI-VIOLENCE PARTNERSHIP OF PHILADELPHIA | |||||||
| 2000 HAMILTON STREET SUITE 304 | PHILADELPHIA | PA | 19130 | 509(A)(1) | COUNSELING CENTER | $5,000 | |
| ARTHUR ASHE YOUTH TENNIS AND EDUCATION INC | |||||||
| 4842 RIDGE AVENUE | PHILADELPHIA | PA | 19129 | 509(A)(2) | TENNIS, TUTORING AND YOUTH LEADERSHIP INITIATIVE | $5,000 | |
| ATTIC YOUTH CENTER | |||||||
| 255 SOUTH 16TH STREET | PHILADELPHIA | PA | 19102 | 509(A)(1) | LIFE SKILLS CENTER | $8,000 | |
| AUGUSTINIAN DEFENDERS OF THE RIGHTS OF THE POOR | |||||||
| 259 N LAWRENCE STREET | PHILADELPHIA | PA | 19106 | 509(A)(1) | UNITY CLINIC | $9,000 | |
| BAKER INDUSTRIES | |||||||
| 184 PENNSYLVANIA AVENUE | MALVERN | PA | 19355 | 509(A)(2) | EMPLOYING & FINDING OUTSIDE EMPLOYMENT | $10,000 | |
| BEACON ACADEMY INC | |||||||
| 477 LONGWOOD AVENUE | BOSTON | MA | 02215 | 509(A)(1) | PREPARE UNDEREDUCATED URBAN STUDENTS FOR HS | $20,000 | |
| BOSTON MEDICAL CENTER | |||||||
| ONE BOSTON MEDICAL CENTER PLACE | BOSTON | MA | 02118 | 509(A)(1) | CHILDREN'S HEALTHWATCH | $45,000 | |
| BRANDYWINE HEALTH FOUNDATION | |||||||
| 50 SOUTH FIRST AVENUE | COATESVILLE | PA | 19320 | 509(A)(1) | COATESVILLE YOUTH INITIATIVE | $9,000 | |
| BREAKTHROUGH OF GREATER PHILADELPHIA | |||||||
| 34 WEST COULTER STREET | PHILADELPHIA | PA | 19144 | 509(A)(1) | BUILDING PATHS FROM MIDDLE SCHOOL TO COLLEGE | $6,500 | |
| BREASTCANCERORG | |||||||
| 7 E LANCASTER AVE 3RD FL | ARDMORE | PA | 19003 | 509(A)(1) | BREASTCANCER RESEARCH | $5,000 | |
| BRIDGE OF HOPE LANCASTER AND CHESTER COUNTIES | |||||||
| 1516 OLIVE STREET | COATESVILLE | PA | 19320 | 509(A)(1) | HELPING HOMELESS SINGLE MOTHERS | $5,000 | |
| BURROUGHS COMMUNITY CENTER INC | |||||||
| 2470 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | 509(A)(1) | SMILOW CLUBHOUSE | $5,000 | |
| CAMBRIDGE COMMUNITY FOUNDATION | |||||||
| PO BOX 390955 | CAMBRIDGE | MA | 01370 | 509(A)(1) | THE FULL FRAME INITIATIVE | $32,000 | |
| CAPE ELEUTHERA FOUNDATION INC | |||||||
| POB 6008 | LAWRENCEVILLE | NJ | 08648 | 509(A)(1) | DEEP CREEK MIDDLE SCHOOL | $30,000 | |
| CAREER WARDROBE | |||||||
| 21 S 12TH STREET SUITE 110 | PHILADELPHIA | PA | 19107 | 509(A)(1) | PROVIDE CLOTHING TO LOW-INCOME WORKING WOMEN | $5,000 | |
| THE CARROT PROJECT | |||||||
| 2 BELMONT TERRACE | SOMERVILLE | MA | 02143 | 509(A)(1) | CREATING FINANCIAL SOLUTIONS FOR SMALL-TO-MIDSIZED FARMS | $25,000 | |
| CASA OF PHILADELPHIA COUNTY | |||||||
| 1940 BRANDYWINE STREET | PHILADELPHIA | PA | 19130 | 509(A)(1) | JUDICIAL REVIEW | $10,000 | |
| CASAYOUTH ADVOCATES | |||||||
| 200 N JACKSON ST POB 407 | MEDIA | PA | 19063 | 509(A)(1) | JUDICIAL REVIEW | $9,000 | |
| CATALOGUE FOR PHILANTHROPY | |||||||
| 124 WATERTOWN ST SUITE 3B | WATERTOWN | MA | 02472 | 509(A)(1) | GENERAL OPERATING | $5,000 | |
| CENTER FOR AN AGRICULTURAL ECONOMY | |||||||
| PO BOX 451 | HARDWICK | VT | 05843 | 509(A)(1) | EMERGING LEADERS FUND | $60,000 | |
| CHESAPEAKE BAY FOUNDATION | |||||||
| 6 HERNDON AVENUE | ANNAPOLIS | MD | 21403 | 509(A)(1) | PLAIN SECT FARMER INITIATIVE | $45,000 | |
| CHESTER COUNTY COMMUNITY DENTAL CENTER | |||||||
| 744 E LANCASTER HIGHWAY SUITE 120 | COATESVILLE | PA | 19320 | 509(A)(1) | DENTAL SERVICES TO LOW INCOME CHILDREN | $9,000 | POB 1193 |
| CHESTER COUNTY FOOD BANK | |||||||
| 601 WESTTOWN ROAD SUITE 330 | WEST CHESTER | PA | 19380 | 509(A)(1) | PURCHASE OF A LARGER, MORE MODERN WAREHOUSE | $100,000 | |
| CHESTER COUNTY FUND FOR WOMEN AND GIRLS | |||||||
| 1450 E BOOT RD SUITE 400 B | WEST CHESTER | PA | 19380 | 509(A)(1) | IMPROVING THE LIVES OF WOMEN & GIRLS | $67,000 | |
| CHESTER COUNTY FUTURES | |||||||
| 704 HAYWOOD DRIVE | EXTON | PA | 19341 | 509(A)(1) | MENTORING OF LOW INCOME HS STUDENTS | $10,000 | |
| CHESTER COUNTY HOSPITAL FOUNDATION | |||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 509(A)(1) | WEST PAVILION HEART HOSPITAL | $145,000 | |
| CHESTER COUNTY OPPORTUNITIES INDUSTRIALIZATION CENTER | |||||||
| 790 EAST MARKET STREET SUITE 100 | WEST CHESTER | PA | 19382 | 509(A)(1) | MOVE-UP PROGRAM | $5,000 | |
| CHESTER EDUCATION FOUNDATION | |||||||
| 2600 WEST NINTH ST SUITE GS-100 | CHESTER | PA | 19013 | 509(A)(1) | 21ST CENTURY LEARNING CENTER | $10,000 | |
| CHESTER FUND FOR EDUCATION AND THE ARTS | |||||||
| 510 WESTMINSTER AVENUE | SWARTHMORE | PA | 19081 | 509(A)(2) | CHESTER UPLAND SCHOOL OF THE ARTS | $7,000 | |
| CHILD HOME & COMMUNITY INC | |||||||
| 101 204 N WEST STREET | DOYLESTOWN | PA | 18901 | 509(A)(2) | PRENATAL AND PARENTING PROGRAMS | $5,300 | |
| CHILDREN'S LITERACY INITIATIVE | |||||||
| 2314 MARKET ST 3RD FL | PHILADELPHIA | PA | 19103 | 509(A)(1) | BLUEPRINT FOR EARLY LITERACY | $10,000 | |
| CHILDREN'S SAFE HARBOR | |||||||
| 107-109 EAST LURAY STREET | PHILADELPHIA | PA | 19120 | 509(A)(1) | PROMOTING THE WELL-BEING OF CHILDREN | $3,000 | |
| CHILDREN'S VILLAGE | |||||||
| 125 N 8TH STREET | PHILADELPHIA | PA | 19106 | 509(A)(1) | SCHOOL AGE PROGRAM | $10,000 | |
| CHOICECONCERN FOR HEALTH OPTIONS INFORMATION CARE AND EDUCATION | |||||||
| 1233 LOCUST ST SUITE 301 | PHILADELPHIA | PA | 19107 | 509(A)(1) | INCREASE AWARENESS OF SEXUAL HEALTH SERVICES | $5,000 | |
| CITIZEN ADVOCACY OF CHESTER COUNTY | |||||||
| 205 CHURCH STREET | PHOENIXVILLE | PA | 19460 | 509(A)(1) | VOLUNTEER MATCHES TO SUPPORT VULNERABLE INDIVIDUALS | $10,000 | |
| CITIZEN SCHOOLS INC | |||||||
| 308 CONGRESS STREET | BOSTON | MA | 02210 | 509(A)(1) | BUILDING CAPACITY FOR CITIZEN EDUCATORS | $30,000 | |
| CITY PARKS INSTITUTE OF PHILADELPHIA | |||||||
| 6868 SCOTFORTH ROAD | PHILADELPHIA | PA | 19119 | 509(A)(1) | ACTION MANUAL | $9,000 | |
| CLINIC THE | |||||||
| 143 CHURCH STREET | PHOENIXVILLE | PA | 19460 | 509(A)(1) | PROVIDE FREE CARE TO UNISURED PATIENTS | $11,000 | |
| COATESVILLE CENTER FOR COMMUNITY HEALTH | |||||||
| 1001 E LINCOLN HIGHWAY | COATESVILLE | PA | 19320 | 509(A)(1) | CREASING ACCESS TO HEALTH AND HUMAN SERVICES FOR THE COATESVILLE COMMUNITY | $9,000 | |
| COLLEGE-BOUND HOME FOR GIRLS | |||||||
| 2750 NORTH 46TH STREET | PHILADELPHIA | PA | 19131 | 509(A)(1) | GROUP HOME CARE PROGRAM | $7,400 | |
| COMMITTEE FOR DIGNITY AND FAIRNESS FOR THE HOMELESS HOUSING DEVELOPMENT INC | |||||||
| 5221 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19144 | 509(A)(1) | DIGNITY HOUSING | $5,000 | |
| COMMON MARKET OF PHILADELPHIA | |||||||
| 3237 MONTGOMERY AVENUE | PHILADELPHIA | PA | 19121 | 509(A)(1) | FOOD SYSTEM INFRASTRUCTURE | $15,000 | |
| THE COMMUNITY COALITION | |||||||
| 209 CHURCH STREET | PHOENIXVILLE | PA | 19460 | 509(A)(1) | FINANCIAL COOPERATION AMONG NON-PROFITS | $10,000 | |
| COMMUNITY FOUNDATION OF SOUTHEASTERN MASSACHUSETTS | |||||||
| 227 UNION ST SUITE 609 | NEW BEDFORD | MA | 02740 | 509(A)(1) | FALL RIVER RESILIENCY PREPARATORY SCHOOL | $35,000 | |
| COMMUNITY HEALTH COLLABORATIVE THE | |||||||
| 2130 N PALETHORPE STREET | PHILADELPHIA | PA | 19122 | 501(C)(3) | PHILADELPHIA ORCHARD PROJECT | $8,000 | |
| COMMUNITY LEARNING CENTER | |||||||
| 2801 FRANKFORD AVENUE | PHILADELPHIA | PA | 19134 | 509(A)(1) | LITERACY EDUCATION & ASSISTANCE WITH JOB READINESS TO ADULT LEARNERS | $7,000 | |
| COMMUNITY PARTNERS | |||||||
| 911 W PEDEGROSA STREET | SANTA BARBARA | CA | 93101 | 509(A)(1) | SUSTAINABLE AGRICULTURE AND FOOD SYSTEMS FUNDERS | $5,000 | |
| COMMUNITY PARTNERS | |||||||
| 911 W PEDEGROSA STREET | SANTA BARBARA | CA | 93101 | 509(A)(1) | 2011 SAFSF FORUM | $1,900 | |
| COMMUNITY PARTNERSHIP SCHOOL | |||||||
| 1936 JUDSON STREET | PHILADELPHIA | PA | 19121 | 509(A)(1) | PROVIDE EDUCATION TO TALENTED INNER-CITY CHILDREN IN PRE-K THROUGH 5TH GRADE | $15,000 | |
| COMMUNITY TEAMWORK INC | |||||||
| 167 DUTTON STREET | LOWELL | MA | 01852 | 501(C)(3) | NEW ENTRY SUSTAINABLE FARMING PROJECT | $30,000 | |
| COMMUNITY VOLUNTEERS IN MEDICINE | |||||||
| 300B LAWRENCE AVENUE | WEST CHESTER | PA | 19380 | 509(A)(1) | CHRONICALLY ILL INTERVENTIONS | $15,000 | |
| COMMUNITY WOMEN'S EDUCATION PROJECT | |||||||
| 2801 FRANKFORD AVENUE | PHILADELPHIA | PA | 19134 | 509(A)(1) | KIDS EARLY LEARNING CENTER | $7,000 | |
| CONNECTICUT PUBLIC BROADCASTING | |||||||
| 1049 ASYLUM AVENUE | HARTFORD | CT | 06105 | 509(A)(1) | SAVING THE OCEAN SERIES | $5,000 | |
| CONSUMER BANKRUPTCY ASSISTANCE PROJECT INC | |||||||
| 42 SOUTH 15TH STREET 4TH FL | PHILADELPHIA | PA | 19102 | 509(A)(1) | PRO-BONO DEBT COUNSELING | $5,000 | |
| CRIME VICTIMS CENTER OF CHESTER COUNTY INC THE | |||||||
| 236 W MARKET STREET | WEST CHESTER | PA | 19381 | 509(A)(1) | CRISIS INTERVENTION, COUNSELING AND SUPPORTIVE SERVICES | $9,000 | |
| DAEMION HOUSE | |||||||
| 95 HOWELLVILLE RD POB 77 | BERWYN | PA | 19312 | 509(A)(1) | MENTAL HEALTH COUNSELING | $5,000 | |
| DELAWARE RIVERKEEPER NETWORK | |||||||
| 300 POND STREET | BRISTOL | PA | 19007 | 509(A)(1) | UPDATING INFORMATION RESOURCES | $10,000 | |
| DELAWARE VALLEY ASSOCIATION FOR THE EDUCATION OF YOUNG CHILDREN | |||||||
| 1608 WALNUT ST SUITE 1400 | PHILADELPHIA | PA | 19103 | 509(A)(3) | FAMILY CHILD CARE ACCREDITATION | $10,000 | |
| DELAWARE VALLEY GRANTMAKERS | |||||||
| 230 SOUTH BROAD ST SUITE 4C | PHILADELPHIA | PA | 19102 | 509(A)(1) | SUPPORT FOR 2010 ANNUAL CONFERENCE | $1,500 | |
| DIVERSIFIED COMMUNITY SERVICES | |||||||
| 1529 SOUTH 22ND STREET | PHILADELPHIA | PA | 19146 | 509(A)(1) | PREVENTION AND RECREATION ENRICHMENT PROGRAM (PREP) | $7,500 | |
| DOMESTIC ABUSE PROJECT OF DELAWARE COUNTY | |||||||
| 14 W SECOND STREET | MEDIA | PA | 19063 | 509(A)(1) | SUPPORT AND ADVOCACY FOR ADULT VICTIMS OF DOMESTIC ABUSE | $7,500 | |
| DOMESTIC VIOLENCE CENTER OF CHESTER COUNTY | |||||||
| PO BOX 832 | WEST CHESTER | PA | 19381 | 509(A)(1) | HOUSING PROGRAM | $9,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 509(A)(1) | GROW PROJECT/WITNESSES TO HUNGER | $50,000 | |
| DREXEL UNIVERSITY | |||||||
| 3141 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 509(A)(1) | WITNESSES TO HUNGER | $20,000 | |
| EARTH FORCE INC | |||||||
| 100 GREENWOOD AVENUE | WYNCOTE | PA | 19095 | 509(A)(1) | COMMUNITY ACTION AND PROBLEM SOLVING (CAPS) | $13,500 | |
| EDUCATION DEVELOPMENT CENTER INC | |||||||
| 55 CHAPEL STREET | NEWTON | MA | 02458 | 509(A)(1) | CHRONIC CARE COMMUNITY CORPS | $10,000 | |
| EDUCATION LAW CENTER - PA | |||||||
| 1315 WALNUT ST SUITE 400 | PHILADELPHIA | PA | 19107 | 509(A)(1) | DIRECT SERVICES | $5,000 | |
| ENTERPRISE CENTER COMMUNITY DEVELOPMENT CORPORATION THE | |||||||
| 4548 MARKET STREET | PHILADELPHIA | PA | 19139 | 509(A)(3) | CENTER FOR CULINARY ENTERPRISES | $37,000 | |
| ENVIRONMENTAL LEADERSHIP PROGRAM | |||||||
| PO BOX 907 | GREENBELT | MD | 20768 | 509(A)(1) | REGIONAL NETWORK FOR ENVIRONMENTAL LEADERS | $12,000 | |
| ENVIRONMENTAL LEADERSHIP PROGRAM | |||||||
| PO BOX 907 | GREENBELT | MD | 20768 | 509(A)(1) | WOMEN'S LEADERSHIP RETREAT | $1,500 | |
| EPIPHANY SCHOOL | |||||||
| 154 CENTRE STREET | DORCHESTER | MA | 02124 | 509(A)(1) | GRADUATE SUPPORT PROGRAM | $30,000 | |
| EPISCOPAL COMMUNITY SERVICES | |||||||
| 225 S THIRD STREET | PHILADELPHIA | PA | 19106 | 509(A)(3) | ST. BARNABAS MISSION | $8,000 | |
| EVERYBODY WINS METRO BOSTON | |||||||
| 75 STATE STREET 9TH FLOOR | BOSTON | MA | 02109 | 509(A)(1) | POWER LUNCH PROGRAM | $10,000 | |
| FAMILY PROMISE OF NORTHERN NEW CASTLE COUNTY | |||||||
| 2104 ST JAMES CHURCH ROAD | WILMINGTON | DE | 19808 | 509(A)(1) | GENERAL OPERATING | $2,500 | |
| FAMILY SERVICE OF CHESTER COUNTY | |||||||
| 310 N MATLACK STREET | WEST CHESTER | PA | 19380 | 509(A)(1) | COUNSELING PROGRAM | $7,500 | |
| FARM BUREAU AGRICULTURAL PRESERVATION CORPORATION | |||||||
| 466 CHESTNUT STREET | ASHLAND | MA | 01721 | 509(A)(1) | MASSACHUSETTS FARM TO SCHOOL PROJECT | $35,000 | |
| FEDERATION OF NEIGHBORHOOD CENTERS | |||||||
| 1315 WALNUT ST SUITE 1401 | PHILADELPHIA | PA | 19107 | 509(A)(1) | TEENS 4 GOOD | $15,000 | |
| FIRST UNITED METHODIST CHURCH OF GERMANTOWN | |||||||
| 6001 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19144 | 509(A)(1) | AFTER-SCHOOL PROGRAM | $6,000 | |
| FOOD PROJECT INC | |||||||
| 10 LEWIS ST POB 705 | LINCOLN | MA | 01773 | 509(A)(1) | REAL FOOD CHALLENGE | $60,000 | |
| FOOD TRUST THE | |||||||
| 1617 JFK BLVD SUITE 900 | PHILADELPHIA | PA | 19103 | 509(A)(1) | HEALTHY CORNER STORE INITIATIVE | $10,000 | |
| FOOD TRUST THE | |||||||
| 1617 JFK BLVD SUITE 900 | PHILADELPHIA | PA | 19109 | 509(A)(1) | 20/80 MATCH FOR TANF EMERGENCY FUNDS | $2,000 | |
| FOUNDATION FOR POTTSTOWN EDUCATION | |||||||
| 230 BEECH STREET | POTTSTOWN | PA | 19464 | 509(A)(1) | POTTSTOWN EARLY ACTION FOR KINDERGARTEN READINESS (PEAK) | $10,000 | |
| FRANKLIN INSTITUTE | |||||||
| 222 N 20TH STREET | PHILADELPHIA | PA | 19103 | 509(A)(3) | PARTNERSHIPS FOR ACHIEVING CAREERS IN TECHNOLOGY AND SCIENCE (PACTS) | $7,000 | |
| FREE HEALTH CLINIC OF MONTGOMERY COUNTY INC | |||||||
| 1775 STREET ROAD | SOUTHAMPTON | PA | 18966 | 509(A)(1) | HEALTHLINK MEDICAL CENTER | $10,000 | |
| FREE LIBRARY OF PHILADELPHIA THE | |||||||
| 1901 VINE ST SUITE 111 | PHILADELPHIA | PA | 19103 | 509(A)(1) | BOOKS ALOUD! | $10,000 | |
| FRIENDS ASSOCIATION FOR CARE & PROTECTION OF CHILDREN | |||||||
| 206 NORTH CHURCH STREET | WEST CHESTER | PA | 19380 | 509(A)(1) | HOME FOR GOOD | $8,000 | |
| FRIENDS OF RESILIENCY FOR LIFE | |||||||
| 115 A STREET | FRAMINGHAM | MA | 01701 | 509(A)(1) | FRAMINGHAM HIGH SCHOOL RFL | $25,000 | |
| GEARING UP | |||||||
| PO BOX 26061 | PHILADELPHIA | PA | 19128 | 509(A)(1) | PROVIDE WOMEN IN TRANSITION FROM ABUSE AND ADDICTIONS WITH SELF-SUFFICIENCY | $3,000 | |
| GLYNWOOD CENTER | |||||||
| ROUTE 301 POB 157 | COLD SPRING | NY | 10516 | 509(A)(3) | KEEP FARMING PROGRAM | $70,000 | |
| GOOD WORKS INC | |||||||
| PO BOX 1441 | COATESVILLE | PA | 19320 | 509(A)(1) | ASSISTING HOMEOWNERS IN SUBSTANDARD HOUSING WITH REPAIRS AT NO COST | $10,000 | |
| GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | |||||||
| 1725 DESALES STREET NW | WASHINGTON | DC | 20036 | 509(A)(1) | UNLEASHING PHILANTHROPY'S POTENTIAL: GRANTMAKING FOR BETTER RESULTS | $2,000 | |
| GREATER PHILADELPHIA COALITION AGAINST HUNGER | |||||||
| 1725 FAIRMOUNT AVE | PHILADELPHIA | PA | 19130 | 509(A)(1) | FEEDING PROGRAMS | $14,000 | |
| GREATER PHILADELPHIA URBAN AFFAIRS COALITION | |||||||
| 1207 CHESTNUT ST SUITE 700 | PHILADELPHIA | PA | 19107 | 509(A)(1) | CAMPAIGN FOR WORKING FAMILIES | $5,000 | |
| GREEN VILLAGE PHILADELPHIA | |||||||
| 208 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19123 | 509(A)(2) | SUPPORT NEIGHBORHOOD DEVELOPMENT | $11,000 | |
| GREENSGROW PHILADELPHIA PROJECT INC | |||||||
| 2503 E FIRTH STREET | PHILADELPHIA | PA | 19125 | 509(A)(2) | DEVELOPMENT OF GREEN BUSINESSES | $15,000 | |
| GREENTREKS NETWORK INC | |||||||
| 1420 WALNUT ST SUITE 1304 | PHILADELPHIA | PA | 19102 | 509(A)(1) | DOCUMENTARIES TO BROADEN FINANCIAL SUPPORT OF ENVIRONMENTAL ORGS | $9,000 | |
| GROWTH THROUGH ENERGY AND COMMUNITY HEALTH STRATEGIES (GTECH) | |||||||
| 214 NORTH LEXINGTON STREET | PITTSBURGH | PA | 15208 | 501(C)(3) | REFUEL PGH/BIOFUEL INITIATIVE | $43,000 | |
| HEALTH CARE WITHOUT HARM | |||||||
| 41 OAKVIEW TERRACE | JAMACIA PLAIN | MA | 02130 | 509(A)(1) | HEALTHY FOODS, CHILDREN & COMMUNITIES | $30,000 | |
| HEALTH LEADS | |||||||
| 111 HUNTINGTON AVE 23RD FL | BOSTON | MA | 02199 | 509(A)(1) | CORE PROGRAM SUPPORT - BOSTON | $40,000 | |
| HIAS AND COUNCIL MIGRATION SERVICE OF PHILADELPHIA | |||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | 509(A)(2) | IMMIGRANT YOUTH ADVOCACY PROJECT | $11,000 | |
| HOMELESS ADVOCACY PROJECT | |||||||
| 42 SOUTH 15TH ST 4TH FL | PHILADELPHIA | PA | 19102 | 509(A)(1) | FREE LEGAL SERVICES | $11,000 | |
| HOPE PARTNERSHIP FOR EDUCATION | |||||||
| 1701 N 8TH STREET | PHILADELPHIA | PA | 19122 | 509(A)(1) | STEM EDUCATION INITIATIVE | $7,000 | |
| HYDE SQUARE TASK FORCE | |||||||
| 375 CENTRE STREET PO BOX 301871 | JAMACIA PLAIN | MA | 02130 | 509(A)(1) | GENERAL OPERATING | $8,000 | |
| INDIANAPOLIS CENTER FOR EDUCATION ENTREPRENEURSHIP | |||||||
| 407 NORTH FULTON STREET | INDIANAPOLIS | IN | 46202 | 509(A)(3) | SUMMER ADVANTAGE USA | $35,000 | |
| INSTITUTE FOR AGRICULTURE AND TRADE POLICY | |||||||
| 2105 FIRST AVENUE SOUTH | MINNEAPOLIS | MN | 55404 | 509(A)(2) | APHA WORKING GROUP | $2,000 | |
| INSTITUTE FOR SAFE FAMILIES | |||||||
| 3502 SCOTTS LANE | PHILADELPHIA | PA | 19129 | 509(A)(3) | SPARE THE ROD | $5,000 | |
| INTERFAITH HOSPITALITY NETWORK OF THE MAIN LINE | |||||||
| 1449 DEKALB STREET | NORRISTOWN | PA | 19401 | 509(A)(1) | HELPING SINGLE WOMEN AND FAMILIES WITH CASE MANAGEMENT | $5,000 | |
| IRISH IMMIGRATION CENTER | |||||||
| 59 TEMPLE PLACE | BOSTON | MA | 02111 | 509(A)(1) | CORE SERVICES | $7,000 | |
| ISLES INC | |||||||
| 10 WOOD STREET | TRENTON | NJ | 08618 | 509(A)(1) | URBAN AGRICULTURE SYMPOSIUM | $2,500 | |
| JOHN BARTRAM ASSOCIATION | |||||||
| 54TH AND LINDBERGH BLVD | PHILADELPHIA | PA | 19143 | 509(A)(1) | EDUCATIONAL PROGRAMS | $15,000 | |
| LA COMUNIDAD HISPANA INC | |||||||
| 731 WEST CYPRESS STREET | KENNETT SQUARE | PA | 19348 | 509(A)(1) | PRENATAL CARE PROGRAM | $12,000 | |
| LAKE GEORGE LAND CONSERVANCY INC | |||||||
| POB 1250 | BOLTON LANDING | NY | 12814 | 509(A)(3) | LAND CONSERVATION | $13,500 | |
| LAND TRUST ALLIANCE | |||||||
| 1660 L STREET NW SUITE 1100 | WASHINGTON | DC | 20036 | 509(A)(1) | CONSERVATION DEFENSE INSURANCE | $13,000 | |
| LANSDOWNE ECONOMIC DEVELOPMENT CORPORATION | |||||||
| 23 S LANSDOWNE AVENUE | LANSDOWNE | PA | 19050 | 509(A)(1) | CONNECTING LANSDOWNE TO FRESH FOOD | $9,935 | |
| LIFT | |||||||
| 800 7TH STREET NW | WASHINGTON | DC | 20001 | 509(A)(1) | DROP-IN CENTERS FOR EMPLOYMENT, SELF-SUFFICIENCY AND PERSONAL SUCCESS | $9,000 | |
| LITERACY COUNCIL OF NORRISTOWN INC | |||||||
| 113 E AIRY STREET | NORRISTOWN | PA | 19401 | 509(A)(1) | ASSIST ADULTS WITH READING, WRITING, MATH AND ENGLISH SKILLS | $6,000 | |
| MASSACHUSETTS AUDUBON SOCIETY INC | |||||||
| 208 SOUTH GREAT ROAD | LINCOLN | MA | 01773 | 509(A)(1) | DRUMLIN FARM WILDLIFE SANCTUARY | $25,000 | |
| MASSACHUSETTS INDIAN ASSOCIATION | |||||||
| 245 ROCKLAND ROAD | CARLISLE | MA | 01741 | 509(A)(1) | SCHOLARSHIP PROGRAM | $20,000 | |
| MATERNAL AND CHILD HEALTH CONSORTIUM | |||||||
| 30 W BARNARD ST SUITE 1 | WEST CHESTER | PA | 19382 | 509(A)(1) | INCREASING FOOD SECURITY | $35,000 | |
| MATERNAL AND CHILD HEALTH CONSORTIUM | |||||||
| 30 W BARNARD ST SUITE 1 | WEST CHESTER | PA | 19382 | 509(A)(1) | PRENATAL HOME VISITS, COUNSELING AND CASE MANAGEMENT FOR PREGNANT WOMEN | $11,000 | |
| MATERNITY CARE COALITION | |||||||
| 2000 HAMILTON ST SUITE 205 | PHILADELPHIA | PA | 19130 | 509(A)(1) | MOMOBILE AT RIVERSIDE CORRECTIONAL FACILITY | $14,000 | |
| MAYSIE'S FARM CONSERVATION CENTER | |||||||
| 15 ST ANDREWS LANE | GLENMOORE | PA | 19341 | 509(A)(2) | ANSELMA FARMERS AND ARTISANS MARKET | $5,000 | |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | |||||||
| 12 SOUTH 23RD ST POB 30181 | PHILADELPHIA | PA | 19103 | 509(A)(1) | FOOD AS MEDICINE | $33,000 | |
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | |||||||
| 12 SOUTH 23RD ST POB 30181 | PHILADELPHIA | PA | 19103 | 509(A)(1) | MEAL AND NUTRITION SERVICES | $10,000 | |
| METROPOLITAN CAREER CENTER | |||||||
| 100 S BROAD ST SUITE 830 | PHILADELPHIA | PA | 19110 | 509(A)(1) | YOUTH DEVELOPMENT | $7,500 | |
| MIGHTY WRITERS | |||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | 509(A)(1) | DEVELOPMENT DIRECTOR | $50,000 | |
| MONTGOMERY CHILD ADVOCACY PROJECT | |||||||
| 409 CHERRY STREET | NORRISTOWN | PA | 19401 | 509(A)(1) | FREE LEGAL REPRESENTATION TO ABUSED CHILDREN | $5,000 | |
| MOUNT GRACE LAND CONSERVATION TRUST | |||||||
| 1461 OLD KEENE ROAD | ATHOL | MA | 01331 | 509(A)(1) | MASS LIFT | $45,000 | |
| MT AIRY COMMUNITY SERVICES CORPORATION | |||||||
| 6601 GREENE STREET | PHILADELPHIA | PA | 19119 | 509(A)(2) | WEAVERS WAY COMMUNITY PROGRAMS | $11,000 | |
| NATIONAL AUDUBON SOCIETY INC | |||||||
| 700 BROADWAY | NEW YORK | NY | 10003 | 509(A)(1) | AUDUBON PENNSYLVANIA/OUTWARD BOUND PHILADELPHIA PARTNERSHIP PROJECT | $32,000 | |
| NATIONAL FOUNDATION FOR CELIAC AWARENESS | |||||||
| POB 544 | AMBLER | PA | 19002 | 509(A)(1) | CONTINUING MEDICAL EDUCATION | $5,000 | |
| NATIONAL NURSING CENTERS CONSORTIUM | |||||||
| 260 SOUTH BROAD STREET 18TH FLOOR | PHILADELPHIA | PA | 19102 | 509(A)(1) | STUDENTS RUN PHILLY STYLE | $7,500 | |
| NATIONAL PARKS CONSERVATION ASSOCIATION | |||||||
| 1300 19TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | 509(A)(1) | PENNSYLVANIA PROGRAM | $7,500 | |
| NATURAL LANDS TRUST INCORPORATED | |||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | 509(A)(1) | LAND CONSERVATION | $13,000 | |
| NEED IN DEED | |||||||
| 8616 GERMANTOWN AVE 2ND FL REAR | PHILADELPHIA | PA | 19118 | 509(A)(1) | PREPARING YOUTH FOR CIVIC RESPONSIBILITY | $14,000 | |
| NEIGHBORHOOD GARDENS ASSOCIATION - A PHILADELPHIA LAND TRUST | |||||||
| 100 N 20TH ST 5TH FL | PHILADELPHIA | PA | 19103 | 509(A)(1) | LONG-TERM PRESERVATION OF COMMUNTIY-MANAGED GARDENS | $5,000 | |
| NORRIS SQUARE NEIGHBORHOOD PROJECT | |||||||
| 2141 NORTH HOWARD STREET | PHILADELPHIA | PA | 19122 | 509(A)(1) | COMMUNITY GARDENS PROGRAM | $5,000 | |
| NORTH LIGHT COMMUNITY CENTER | |||||||
| 175 GREEN LANE | PHILADELPHIA | PA | 19127 | 509(A)(1) | ARTS, RECREATION AND SOCIAL SERVICES PROGRAM | $6,000 | |
| NORTH PENN VALLEY BOYS AND GIRLS CLUB INC | |||||||
| 16 SUSQUEHANNA AVE POB 103 | LANSDALE | PA | 19446 | 509(A)(2) | PROJECT LEARN | $6,000 | |
| NORTHWEST PHILADELPHIA INTERFAITH HOSPITALITY NETWORK | |||||||
| 7047 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19119 | 509(A)(1) | TEMPORARY SHELTER | $9,000 | |
| OCCIDENTAL COLLEGE | |||||||
| 1600 CAMPUS ROAD MS M1 | LOS ANGELES | CA | 90041 | 509(A)(1) | FOOD CORPS | $45,000 | |
| OCEAN RESEARCH & CONSERVATION ASSOCIATION | |||||||
| 1420 SEAWAY DR 2ND FL | FORT PIERCE | FL | 34949 | 509(A)(1) | OCEAN CONSERVATION | $300,000 | |
| OCTORARO WATERSHED ASSOCIATION INC | |||||||
| 517 PINE GROVE ROAD | NOTTINGHAM | PA | 19362 | 509(A)(2) | FARMLAND PRESERVATION | $15,000 | |
| OPEN HEARTH INC | |||||||
| 101 N MAIN ST SUITE A-1 | SPRING CITY | PA | 19475 | 509(A)(1) | HOUSING AND SUPPORT SERVICES | $5,000 | |
| ORION COMMUNITIES | |||||||
| 247 BRIDGE STREET | PHOENIXVILLE | PA | 19460 | 509(A)(2) | FAMILIES FROM CRISIS PROJECT | $5,000 | |
| OVERINGTON HOUSE INC | |||||||
| 1528-30 OVERINGTON STREET | PHILADELPHIA | PA | 19124 | 509(A)(1) | FAMILY RECOVERY PROGRAM | $6,000 | |
| PATHWAYS PA | |||||||
| 310 AMOSLAND ROAD | HOLMES | PA | 19043 | 509(A)(1) | 2ND CHANCE PROJECT | $6,000 | |
| PENNENVIRONMENT RESEARCH AND POLICY CENTER | |||||||
| 1420 WALNUT ST SUITE 650 | PHILADELPHIA | PA | 19102 | 509(A)(1) | PROTECT PENNSYLVANIA'S DRINKING WATER | $45,000 | |
| PENNSYLVANIA ASSOCIATION FOR SUSTAINABLE AGRICULTURE | |||||||
| POB 419 | MILLHEIM | PA | 16854 | 509(A)(1) | MARKETING OFFICE | $15,000 | |
| PENNSYLVANIA HOME OF THE SPARROW | |||||||
| 969 EAST SWEDESFORD ROAD | EXTON | PA | 19341 | 509(A)(1) | PROGRAMS SUPPORT | $5,000 | |
| PENNSYLVANIA HORTICULTURAL SOCIETY THE | |||||||
| 100 N 20TH ST 5TH FL | PHILADELPHIA | PA | 19103 | 509(A)(2) | CITY HARVEST | $9,000 | |
| PENNSYLVANIA IMMIGRATION AND CITIZENSHIP COALITION | |||||||
| 2100 ARCH ST 7TH FL | PHILADELPHIA | PA | 19103 | 509(A)(1) | IMMIGRANT ACCESS TRAINING PROJECT | $5,000 | |
| PENNYPACK FARM & EDUCATION CENTER | |||||||
| 685 MANN ROAD | HORSHAM | PA | 19044 | 509(A)(1) | EDUCATION PROGRAMS | $15,000 | |
| PHILADELPHIA ACADEMIES INC | |||||||
| 230 S BROAD ST SUITE 1300 | PHILADELPHIA | PA | 19102 | 509(A)(1) | 21ST CENTURY CAREER ACADEMY PROGRAMMING | $30,000 | |
| PUBLIC CITIZENS FOR CHILDREN AND YOUTH | |||||||
| 7 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | 509(A)(1) | ADVOCACY FOR IMPROVEMENTS IN HEALTH, WELFARE AND JUVENILE SERVICES | $12,000 | |
| PHILADELPHIA EDUCATION FUND | |||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | 509(A)(1) | SCHOOL AND COMMUNITY-BASED PROGRAMS FOR CHILDREN'S EDUCATION | $5,000 | |
| PHILADELPHIA FUTURES FOR YOUTH | |||||||
| 230 S BROAD ST 7TH FL | PHILADELPHIA | PA | 19102 | 509(A)(1) | SPONSOR-A-SCHOLAR | $10,000 | |
| PHILADELPHIA MURAL ARTS ADVOCATES | |||||||
| 1729 MOUNT VERNON STREET | PHILADELPHIA | PA | 19130 | 509(A)(2) | PORCH LIGHT INITIATIVE | $5,000 | |
| PHILADELPHIA SOCIETY FOR THE PRESERVATION OF LANDMARKS | |||||||
| 321 SOUTH 4TH STREET | PHILADELPHIA | PA | 19106 | 509(A)(2) | YOU ARE WHAT YOU EAT | $6,500 | |
| PHILADELPHIA VIP INC | |||||||
| 42 SOUTH 15TH ST 4TH FL | PHILADELPHIA | PA | 19102 | 509(A)(1) | PRO-BONO CIVIL LEGAL SERVICES | $12,000 | |
| PHILADELPHIA YOUTH FOR CHANGE (YOUTHBUILD) | |||||||
| 1231 N BROAD ST 3RD FL | PHILADELPHIA | PA | 19122 | 509(A)(1) | POST-SECONDARY INITIATIVE | $10,000 | |
| PHYSICIANS FOR REPRODUCTIVE CHOICE AND HEALTH INC | |||||||
| 55 WEST 39TH ST 10TH FL | NEW YORK | NY | 10018 | 509(A)(1) | CORE PROGRAMS | $40,000 | |
| PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA (PPSP) | |||||||
| 1144 LOCUST STREET | PHILADELPHIA | PA | 19107 | 509(A)(1) | REPRODUCTIVE HEALTH EDUCATION | $10,000 | |
| POCONO MEDICAL CENTER | |||||||
| 206 EAST BROWN STREET | EAST STROUDSBURG | PA | 18301 | 509(A)(1) | DR. CLAUS G. JORDAN ENDOWMENT FUND | $5,000 | |
| POSSE FOUNDATION | |||||||
| 14 WALL ST SUITE 8A-60 | NEW YORK | NY | 10005 | 509(A)(1) | COMMUNITY FEEDING PROGRAMS | $10,000 | |
| PRESERVATION TRUST OF VERMONT INC | |||||||
| 104 CHURCH STREET | BURLINGTON | VT | 05401 | 509(A)(1) | LAND CONSERVATION | $25,000 | |
| PRESERVATION TRUST OF VERMONT INC | |||||||
| 104 CHURCH STREET | BURLINGTON | VT | 05401 | 509(A)(1) | LAND CONSERVATION | $43,000 | |
| PROJECT FORWARD LEAP FOUNDATION | |||||||
| 1706 RACE ST 2ND FL | PHILADELPHIA | PA | 19103 | 509(A)(1) | EDUCATIONAL ENRICHMENT PROGRAM | $10,000 | |
| PROJECT HOME | |||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | 509(A)(1) | AFTER-SCHOOL PROGRAM | $10,000 | |
| PUBLIC INTEREST LAW CENTER OF PHILADELPHIA | |||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | 509(A)(1) | EFFECTIVE TEACHING FOR ALL | $5,000 | |
| PUENTES DE SALUD | |||||||
| 2029 S 8TH STREET | PHILADELPHIA | PA | 19148 | 509(A)(1) | COMMUNITY HEALTH EDUCATION | $8,000 | |
| RAPE TREATMENT CENTER | |||||||
| 1250 SIXTEENTH ST | SANTA MONICA | CA | 90404 | 501(C)(3) | TREATMENT, PREVENTION AND EDUCATION PROGRAMS FOR RAPE VICTIMS | $12,000 | |
| REACH OUT AND READ INC | |||||||
| 56 ROLAND STREET SUITE 100D | BOSTON | MA | 02129 | 509(A)(1) | CHILDREN'S LITERACY | $10,000 | |
| RED TOMATO | |||||||
| 1033 TURNPIKE STREET | CANTON | MA | 02021 | 509(A)(1) | SUSTAINABLE AGRICULTURE | $35,000 | |
| RESILIENCY FOUNDATION INC | |||||||
| 330 OAK GROVE AVENUE | FALL RIVER | MA | 02723 | 509(A)(1) | AT-RISK YOUTH SERVICES | $60,000 | |
| RESOURCES FOR HUMAN DEVELOPMENT | |||||||
| POB 4199 | PHILADELPHIA | PA | 19144 | 509(A)(1) | SUPPORT FOR WOMEN'S MEDICAL FUND CONFERENCE | $1,000 | |
| RESOURCES FOR HUMAN DEVELOPMENT | |||||||
| POB 4199 | PHILADELPHIA | PA | 19144 | 509(A)(1) | HEALTHY NEWSWORKS | $10,000 | |
| RESOURCES FOR HUMAN DEVELOPMENT | |||||||
| POB 4199 | PHILADELPHIA | PA | 19144 | 509(A)(1) | CHESTER YOUTHBUILD | $9,000 | |
| RESOURCES FOR HUMAN DEVELOPMENT | |||||||
| POB 4199 | PHILADELPHIA | PA | 19144 | 509(A)(1) | ENDOW-A-HOME | $5,000 | |
| RESOURCES FOR HUMAN DEVELOPMENT | |||||||
| POB 4199 | PHILADELPHIA | PA | 19144 | 509(A)(1) | WOMEN'S MEDICAL FUND | $5,000 | |
| RSVP OF MONTGOMERY COUNTY | |||||||
| 925 HARVEST DRIVE SUITE 100 | BLUE BELL | PA | 19422 | 509(A)(1) | LITERACY AND MENTORING PROGRAMS | $5,000 | |
| SHIPLEY SCHOOL | |||||||
| 814 YARROW STREET | BRYN MAWR | PA | 19010 | 509(A)(1) | ANNUAL FUND | $5,000 | |
| SMITH MEMORIAL PLAYGROUND & PLAYHOUSE | |||||||
| EAST FAIRMOUNT PARK | PHILADELPHIA | PA | 19121 | 509(A)(1) | RECREATIONAL, SPECIAL EVENTS & SUMMER DAY CAMP | $5,000 | |
| SQUASHSMARTS INC | |||||||
| 3890 N 10TH STREET | PHILADELPHIA | PA | 19140 | 509(A)(1) | AFTER-SCHOOL YOUTH FITNESS PROGRAM | $5,000 | |
| ST CHRISTOPHER'S FOUNDATION FOR CHILDREN | |||||||
| 1800 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | 509(A)(2) | FARM TO FAMILIES | $12,000 | |
| STEPPINGSTONE SCHOLARS INC | |||||||
| 4112 STATION STREET UNIT D | PHILADELPHIA | PA | 19127 | 509(A)(1) | PREPARING TALENTED CITY STUDENTS TO COMPETE FOR COLLEGE ADMISSION | $15,000 | |
| STROLLING OF THE HEIFERS FARM RELIEF FUND | |||||||
| 105 PARTRIDGE ROAD | EAST DUMMERSTON | VT | 05346 | 509(A)(1) | GENERAL OPERATING | $5,000 | |
| SUMMER SEARCH | |||||||
| 1616 WALNUT ST SUITE 2200 | PHILADELPHIA | PA | 19103 | 509(A)(1) | PEER NETWORKING EVENT FOR STUDENTS | $10,000 | |
| SUPPORTIVE OLDER WOMEN'S NETWORK INC | |||||||
| 4100 MAIN STREET | PHILADELPHIA | PA | 19127 | 509(A)(1) | GRANDFAMILY RESOURCE CENTER | $13,000 | |
| SUSQUEHANNA UNIVERSITY | |||||||
| 514 UNIVERSITY AVENUE | SELINSGROVE | PA | 17870 | 509(A)(1) | DR. G. EDWARD SCHWEIKERT SCHOLARSHIP | $2,500 | |
| TEACH FOR AMERICA INC | |||||||
| 714 MARKET ST SUITE 201 | PHILADELPHIA | PA | 19106 | 509(A)(1) | ACADEMIC MENTORING | $10,000 | |
| TEMPLE UNIVERSITY | |||||||
| 1330 W BERKS ST | PHILADELPHIA | PA | 19122 | 509(A)(1) | EXPERIENCE CORPS | $5,000 | |
| TOOKANYTACONY-FRANKFORD WATERSHED PARTNERSHIP | |||||||
| ONE AWBURY ROAD | PHILADELPHIA | PA | 19138 | 509(A)(1) | HEALTHY WATERSHED | $13,000 | |
| TREE HOUSE BOOKS | |||||||
| 1430 W SUSQUEHANNA AVENUE | PHILADELPHIA | PA | 19121 | 509(A)(1) | JUNIOR STAFF MEMBER PROGRAM | $6,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 100 COLLEGE HALL | PHILADELPHIA | PA | 19104 | 509(A)(1) | BRIDGING THE GAPS | $10,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 100 COLLEGE HALL | PHILADELPHIA | PA | 19104 | 509(A)(1) | OVARIAN CANCER RESEARCH CENTER | $100,000 | |
| UNIVERSITY CITY DISTRICT | |||||||
| 3940-42 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 509(A)(1) | WEST PHILADELPHIA SKILLS INITIATIVE | $10,000 | |
| THE UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVENUE | SEWANEE | TN | 37383 | 509(A)(1) | BABSON CENTER FOR GLOBAL COMMERCE | $35,000 | |
| THE UNIVERSITY OF THE SOUTH | |||||||
| 735 UNIVERSITY AVENUE | SEWANEE | TN | 37383 | 509(A)(1) | BABSON CENTER FOR GLOBAL COMMERCE | $5,000 | |
| URBAN TREE CONNECTION | |||||||
| 5125 WOODBINE AVENUE | PHILADELPHIA | PA | 19131 | 509(A)(1) | GROWING HEALTHY INITIATIVE | $13,000 | |
| VILLAGE OF ARTS AND HUMANITIES INC | |||||||
| 2544 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19133 | 509(A)(1) | BLUEING! | $7,500 | |
| VNA COMMUNITY SERVICES INC | |||||||
| 1421 HIGHLAND AVE | ABINGTON | PA | 19001 | 509(A)(1) | PRESCHOOL SCREENING PROGRAM | $5,000 | |
| WAGNER FREE INSTITUTE OF SCIENCE | |||||||
| 1700 WEST MONTGOMERY AVENUE | PHILADELPHIA | PA | 19143 | 509(A)(1) | FREE PROGRAMS FOR CHILDREN | $12,000 | |
| WATERKEEPER ALLIANCE | |||||||
| 17 BATTERY PLACE | NEW YORK | NY | 10004 | 509(A)(1) | GET OUT THE DIRT | $37,000 | |
| WHITE-WILLIAMS FOUNDATION | |||||||
| 215 SOUTH BROAD ST 5TH FL | PHILADELPHIA | PA | 19107 | 509(A)(1) | GENERAL OPERATING | $12,000 | |
| WIDENER UNIVERSITY | |||||||
| ONE UNIVERSITY PLACE | CHESTER | PA | 19013 | 509(A)(1) | HELP: MLP | $7,500 | |
| WINGS FOR SUCCESS | |||||||
| 117 TAYLOR LANE | KENNETT SQUARE | PA | 19348 | 509(A)(1) | EMPOWERING LOW-INCOME AND ABUSED WOMEN RE-ENTERING THE WORKFORCE | $5,000 | |
| WOMEN AGAINST ABUSE | |||||||
| 100 S BROAD ST SUITE 1341 | PHILADELPHIA | PA | 19110 | 509(A)(1) | LEGAL CENTER | $5,000 | |
| WOMEN IN TRANSITION INC | |||||||
| 21 SOUTH 12TH ST 6TH FL | PHILADELPHIA | PA | 19107 | 509(A)(1) | EARLY INTERVENTION FOR ABUSED WOMEN | $6,000 | |
| WOMEN'S OPPORTUNITIES RESOURCE CENTER | |||||||
| 2010 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | 509(A)(1) | FAMILY SAVINGS ACCOUNT PROGRAM | $10,000 | |
| WOMEN'S RESOURCE CENTER | |||||||
| POB 596 | WAYNE | PA | 19087 | 509(A)(1) | PARENTING PROGRAM FOR SINGLE MOTHERS | $5,000 | |
| WOODROW WILSON NATIONAL FELLOWSHIP FOUNDATION | |||||||
| PO BOX 5281 | PRINCTON | NJ | 08543 | 509(A)(1) | INSTITUTE ON LEARNING AND TEACHING | $42,000 | |
| YOUNG WOMEN'S LEADERSHIP NETWORK | |||||||
| 322 EIGHTH AVENUE 14TH FLOOR | NEW YORK | NY | 10001 | 509(A)(1) | COLLEGEBOUND INITIATIVE COUNSELOR | $6,000 | |
| YOUTH EMPOWERMENT SERVICES | |||||||
| 1231 N BROAD ST 4TH FLOOR | PHILADELPHIA | PA | 19122 | 509(A)(1) | ENRICHED CURRICULUM FOR GED STUDENTS | $6,000 | |
| RESOURCES FOR HUMAN DEVELOPMENT | |||||||
| POB 4199 | PHILADELPHIA | PA | 19144 | 509(A)(1) | RETURNED GRANT | -$10,000 | |
| AMERICAN CIVIL LIBERTIES FOUNDATION | |||||||
| POB 40008 BOURSE BUILDING 11 1 S | PHILADELPHIA | PA | 19106 | 509(A)(2) | RETURNED GRANT - DUVALL PROJECT | -$13,188 | INDEPENDENCE MALL SUITE 570 |
| THE PHILADELPHIA FOUNDATION | |||||||
| 1234 MARKET STREET SUITE 1800 | PHILADELPHIA | PA | 19107 | 509(A)(1) | RETURNED GRANT - CCAT AGGREGATE STUDY PROJECT | -$5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 3624347 | TotGrantOrContriPaidDuringYear |
Grant Or Contri Approved For Future GrantOrContriApprovedForFuture (5 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|
| THE CARROT PROJECT | ||||||
| 2 BELMONT TERRACE | SOMERVILLE | MA | 02143 | 509(A)(1) | CREATING FINANCIAL SOLUTIONS FOR SMALL-TO-MIDSIZED FARMS | $25,000 |
| CENTER FOR AN AGRICULTURAL ECONOMY | ||||||
| PO BOX 451 | HARDWICK | VT | 05843 | 509(A)(1) | EMERGING LEADERS FUND | $90,000 |
| FOOD PROJECT INC | ||||||
| 10 LEWIS ST POB 705 | LINCOLN | MA | 01773 | 509(A)(1) | REAL FOOD CHALLENGE | $90,000 |
| RESILIENCY FOUNDATION INC | ||||||
| 330 OAK GROVE AVENUE | FALL RIVER | MA | 02723 | 509(A)(1) | AT-RISK YOUTH SERVICES | $90,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 100 COLLEGE HALL | PHILADELPHIA | PA | 19104 | 509(A)(1) | OVARIAN CANCER RESEARCH CENTER | $200,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Approved Future | 495000 | 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 | $432 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $1,497,351 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $553,600 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $2,051,383 | ExclusionAmount |
| Related Or Exempt Function Income | 0 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 2051383 | 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 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART VIII - LIST OF OFFICERS - ADDENDUMMAILEE WALKER - SALARY FROM CONTRIBUTED SERVICES - $131,250 | Explanation |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | 36,321 SH JOHNSON & JOHNSON | NameOfStock |
| EOY Book Value | 2224600 | EOYBookValue |
| EOYFMV | 2246454 | EOYFMV |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther (19 entries)
| Category Or ItemCategoryOrItem | Listed At Cost Or FMVListedAtCostOrFMV | Book ValueBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| 9,439,513 SH DWS GOVERNMENT CASH FUND | AT COST | 9439513 | 9439513 |
| 277,994 SH HIRTLE CALLAGHAN FIXED INCOME OPPORTUNITY PORTFOLIO | AT COST | 1680614 | 1995999 |
| 59,207 SH HIRTLE CALLAGHAN FIXED INCOME PORTFOLIO | AT COST | 468759 | 541148 |
| 150,857 SH HIRTLE CALLAGHAN US CORPORATE FIXED INCOME SEC. PORT. | AT COST | 1508572 | 1491978 |
| 199,347 SH HIRTLE CALLAGHAN US GOVT FIXED INCOME SEC. PORT. | AT COST | 1993470 | 1969548 |
| 188,572 SH HIRTLE CALLAGHAN US MORTGAGE/ASSET BACKED FIXED INCOME | AT COST | 1885715 | 1876286 |
| 61,320 SH HIRTLE CALLAGHAN FIXED INCOME II PORTFOLIO | AT COST | 0 | 0 |
| 186,561 SH HIRTLE CALLAGHAN HIGH YIELD BOND PORTFOLIO | AT COST | 0 | 0 |
| 70,691 SH VANGUARD FIXED INCOME TIPS | AT COST | 1778401 | 1805438 |
| 585,420 SH HIRTLE CALLAGHAN GROWTH PORTFOLIO | AT COST | 4580947 | 7598753 |
| 504,980 SH HIRTLE CALLAGHAN VALUE PORTFOLIO | AT COST | 5135889 | 6034512 |
| 108,561 SH HIRTLE CALLAGHAN SMALL CAP PORTFOLIO | AT COST | 948341 | 1453638 |
| 58,270 SH HIRTLE CALLAGHAN COMMODITY RELATED SECURITIES PORTFOLIO | AT COST | 584355 | 740611 |
| 41,261 SH HIRTLE CALLAGHAN REAL ESTATE SECURITIES PORTFOLIO | AT COST | 526389 | 656877 |
| 1,298,977 SH HIRTLE CALLAGHAN INTERNATIONAL EQUITY PORTFOLIO | AT COST | 9566999 | 13756162 |
| 156,837 SH SSGA EMERGING MARKETS FUND | AT COST | 1305854 | 3550797 |
| 4,545 SH HIRTLE CALLAGHAN TOTAL RETURN OFFSHORE FUND LTD | AT COST | 4763660 | 5406433 |
| MORGAN STANLEY PRIVATE MARKETS FUND I, LP | AT COST | 3050966 | 1911613 |
| GOLDMAN SACHS CASH | AT COST | 94538 | 94538 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets (2 entries)
| DescriptionDescription | BOY Book ValueBOYBookValue | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|---|
| DONATED PROPERTY | 40000 | 40000 | 40000 |
| PREPAID FEDERAL EXCISE TAX | 5679 | 0 | 0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | BANK CHARGES | Description |
| Revenue And Expenses Per Books | 40 | RevenueAndExpensesPerBooks |
| Net Investment Income | 0 | NetInvestmentIncome |
| Disbursements Charitable Prps | 40 | DisbursementsCharitablePrps |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL EXCISE TAX PAYABLE | Description |
| BOY Book Value | 0 | BOYBookValue |
| EOY Book Value | 2603 | EOYBookValue |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees OtherProfessionalFees (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| INVESTMENT FEES - HIRTLE CALLAGHAN | $213,833 | 192450 | 21322 |
| INVESTMENT FEES - MORGAN STANLEY PRIV MKTS | $40,838 | 40838 | 0 |
Taxes Schedule TaxesSchedule
Taxes Taxes (2 entries)
| CategoryCategory | AmountAmount | Net Investment IncomeNetInvestmentIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|
| FEDERAL EXCISE TAX | $35,382 | 0 | 0 |
| FOREIGN TAXES ON INVESTMENTS | $53,059 | 53059 | 0 |
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