ITHAN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ITHAN FOUNDATION INC (EIN 23-2896573)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202601349349103805
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Applied To Prior Year Election
- Investments Other Schedule2
- Legal Fees Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T14:08:44-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232770983 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HECKSCHER TEILLON TERRILL & SAGER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN STATE RD 1-300 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194282950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896573 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ITHAN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ITHA | BusinessNameControlTxt |
| Phone | 6109404172 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN STATE RD 1-300 | AddressLine1Txt |
| City | WEST CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | COLIN GARDNER V | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6109404172 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN A TERRILL II ESQUIRE | PreparerPersonNm |
| PTIN | P00554944 | PTIN |
| Phone | 6109402600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Taxable PF | Yes (X) | Organization501c3TaxablePFInd |
| FMV Assets EOY | $8,310,457 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $170,649 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $170,649 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $442,617 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $694,556 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $442,617 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $613,266 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $613,266 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $60,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,334 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,334 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $20,671 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $20,671 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,375 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $17,375 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $106,380 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $20,671 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $85,709 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,872 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,872 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $387,252 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $20,671 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $366,581 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $226,014 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $592,595 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1 | CashBOYAmt |
| Other Investments BOY | $6,067,253 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $6,293,268 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,310,457 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $6,067,254 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,293,268 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,310,457 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $6,067,254 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,293,268 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $6,067,254 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,293,268 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $6,067,254 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,293,268 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $6,067,254 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $226,014 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,293,268 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,293,268 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (37 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 82.562 SHS AMERICAN NEW ECONOMY | P | 2024-11-07 | 2025-01-17 | $5,253 | $5,690 | -$437 | -$437 |
| 42.182 SHS AMERICAN GLOBAL INSIGHT | P | 2024-12-16 | 2025-03-10 | $1,003 | $1,020 | -$17 | -$17 |
| .31 SHS AMERICAN CAPITAL WORLD | P | 2024-09-20 | 2025-03-11 | $5 | $5 | $0 | $0 |
| 193.131 SHS AMERICAN CAPITAL WORLD | P | 2024-09-20 | 2025-04-17 | $3,138 | $3,233 | -$95 | -$95 |
| .31 SHS AMERICAN CAPITAL WORLD | P | 2025-03-14 | 2025-04-17 | $5 | $5 | $0 | $0 |
| 21.947 SHS AMERICAN CAPITAL WORLD | P | 2020-12-22 | 2025-04-17 | $357 | $456 | -$99 | -$99 |
| 97.19 SHS AMERICAN CAPITAL WORLD | P | 2020-12-22 | 2025-04-17 | $1,579 | $2,017 | -$438 | -$438 |
| 134.079 SHS AMERICAN GLOBAL INSIGHT | P | 2023-12-11 | 2025-05-16 | $3,381 | $2,788 | $593 | $593 |
| 356.631 SHS CAPITAL GROUP EMERGING GROWTH | P | 2020-12-23 | 2025-05-16 | $2,696 | $3,238 | -$542 | -$542 |
| 1494.364 SHS CAPITAL GROUP EMERGING GROWTH | P | 2020-12-23 | 2025-05-16 | $11,297 | $13,569 | -$2,272 | -$2,272 |
| 150.754 SHS AMERICAN GLOBAL INSIGHT | P | 2023-12-11 | 2025-06-16 | $3,897 | $3,134 | $763 | $763 |
| 40.478 SHS AMERICAN INVESTMENT FUND | P | 2024-06-12 | 2025-07-17 | $2,592 | $2,292 | $300 | $300 |
| 34.201 SHS AMERICAN INVESTMENT FUND | P | 2024-06-12 | 2025-07-17 | $2,190 | $1,936 | $254 | $254 |
| 5.916 SHS AMERICAN INVESTMENT FUND | P | 2023-12-13 | 2025-07-17 | $379 | $292 | $87 | $87 |
| 67.532 SHS AMERICAN NEW ECONOMY | P | 2021-12-16 | 2025-10-16 | $5,168 | $4,121 | $1,047 | $1,047 |
| 68.47 SHS AMERICAN WASHINGTON FUND | P | 2025-09-17 | 2025-11-07 | $4,559 | $4,562 | -$3 | -$3 |
| 1,779.121 SHS AMERICAN GLOBAL INSIGHT | P | 2023-12-11 | 2025-11-07 | $49,869 | $36,988 | $12,881 | $12,881 |
| 2,096.202 SHS AMERICAN GLOBAL INSIGHT | P | 2011-08-02 | 2025-11-07 | $58,757 | $19,935 | $38,822 | $38,822 |
| 611.006 CAPITAL GROUP EMERGING GROWTH | P | 2020-12-23 | 2025-11-07 | $5,328 | $5,548 | -$220 | -$220 |
| 214.237 SHS CAPITAL GROUP EMERGING GROWTH | P | 2020-12-23 | 2025-11-07 | $1,868 | $1,945 | -$77 | -$77 |
| 271.364 SHS CAPITAL GROUP EMERGING GROWTH | P | 2021-12-23 | 2025-11-07 | $2,366 | $2,250 | $116 | $116 |
| 522.627 SHS CAPITAL GROUP EMERGING GROWTH | P | 2021-12-23 | 2025-11-07 | $4,557 | $4,333 | $224 | $224 |
| 2,546.685 SHS CAPITAL GROUP EMERGING FUND | P | 2021-12-23 | 2025-11-07 | $22,207 | $21,112 | $1,095 | $1,095 |
| 184.926 SHS AMERICAN INVESTMENT | P | 2023-12-23 | 2025-11-07 | $12,397 | $9,122 | $3,275 | $3,275 |
| 793.5.6 SHS AMERICAN INVESTMENT | P | 2016-12-14 | 2025-11-07 | $53,197 | $30,137 | $23,060 | $23,060 |
| 135.095 SHS AMERICAN NEW ECONOMY | P | 2021-12-16 | 2025-11-07 | $10,508 | $8,245 | $2,263 | $2,263 |
| 19.229 SHS AMERICAN NEW ECONOMY | P | 2020-12-17 | 2025-11-07 | $1,496 | $1,120 | $376 | $376 |
| 161.41 SHS AMERICAN NEW ECONOMY | P | 2020-12-17 | 2025-11-07 | $12,554 | $9,397 | $3,157 | $3,157 |
| 13.305 SHS AMERICAN NEW ECONOMY | P | 2023-12-13 | 2025-11-07 | $1,035 | $710 | $325 | $325 |
| 20.251 SHS AMERICAN NEW ECONOMY | P | 2022-12-14 | 2025-11-07 | $1,575 | $919 | $656 | $656 |
| 276.867 SHS AMERICAN NEW ECONOMY | P | 2019-12-19 | 2025-11-07 | $21,535 | $12,567 | $8,968 | $8,968 |
| 787.699 SHS AMERICAN NEW ECONOMY | P | 2012-08-13 | 2025-11-07 | $61,267 | $21,605 | $39,662 | $39,662 |
| 42.069 SHS AMERICAN WASHINGTON FUND | P | 2024-09-18 | 2025-11-07 | $2,801 | $2,652 | $149 | $149 |
| 41.136 SHS AMERICAN WASHINGTON FUND | P | 2024-03-13 | 2025-11-07 | $2,739 | $2,504 | $235 | $235 |
| 154.017 SHS AMERICAN WASHINGTON FUND | P | 2024-06-12 | 2025-11-07 | $10,256 | $9,204 | $1,052 | $1,052 |
| 50.157 SHS AMERICAN WASHINGTON FUND | P | 2024-11-07 | 2025-12-15 | $3,434 | $3,288 | $146 | $146 |
| CAPITAL GAINS DIVIDENDS | P | $307,311 | $307,311 | $307,311 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $442,617 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,237 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,237 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,237 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $421 | EsPenaltyAmt |
| Tax Due | $8,658 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN A TERRILL II ESQUIRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6109404172 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1001 CONSHOHOCKEN ST RD 1-300 | AddressLine1Txt |
| City | W CONSHOHOCKEN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 194282950 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| COLIN GARDNER V | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | PRESIDENT/DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| SUSANNAH A GARDNER | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | SECRETARY/DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| KRISTIN L GARDNER | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | VICE PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| JENNIFER GARDNER GLOSE | |||||||||
| C/O HTTS 1001 CONSHOHOCKEN STATE RD | 1-300 | W CONSHOHOCKEN | PA | 19428 | TREASURER/DIRECTOR | 2.00 | $20,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $7,916,738 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,916,740 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,916,740 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $118,751 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,797,989 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $389,899 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $389,899 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,237 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,237 | TotalTaxAmt |
| Distributable Before Adj | $381,662 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $381,662 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $381,662 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $366,581 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $366,581 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $381,662 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $280,871 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $366,581 | QualifyingDistributionsAmt |
| Applied To Year1 | $280,871 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $85,710 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $295,952 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BALTIMORE COMMUNITY FOUNDATION | |||||||
| 2 EAST READ STREET | BALTIMORE | MD | 21202 | N/A | POF | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $70,218 |
| COMMUNITY FUNDS INC | |||||||
| 909 THIRD AVENUE | NEW YORK | NY | 10022 | N/A | POF | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $70,218 |
| GULF COAST COMMUNITY FOUNDATION | |||||||
| 601 TAMIAMI TRAIL SOUTH | VENICE | FL | 34285 | N/A | POF | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $70,218 |
| THE COMMUNITY FOUNDATION BOULDER COUNTY | |||||||
| 1123 SPRUCE STREET | BOULDER | CO | 80302 | N/A | POF | GRANT TO ANOTHER 501(C)(3) ORGANIZATION | $70,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,872 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $170,649 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $442,617 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $613,266 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $613,266 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4 | LineNumberTxt |
| Relationship Statement | THIS IS A GRANT MAKING FOUNDATION. THIS INCOME AND GAIN ENABLES THE FOUNDATION TO MAKE GRANTS TO OTHER 501(C)(3) CHARITABLE ORGANIZATIONS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Applied To Prior Year Election AppliedToPriorYearElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| Election | SEE STATEMENT ATTACHED | ElectionDesc |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN HIGH-INCOME TRUST CL F3 | FMV | $535,488 | $505,756 |
| AMERICAN BOND FUND OF AMERICA | FMV | $1,517,522 | $1,381,807 |
| AMERICAN WORLD BOND FD CL F3 | FMV | $482,333 | $403,440 |
| AMERICAN GLOBAL INSIGHT FUND | FMV | $678,890 | $2,007,939 |
| AMERICAN GROUP EMERGING MARKETS GROWTH FD | FMV | $315,047 | $374,939 |
| AMERICAN NEW ECONOMY FD CL F3 | FMV | $652,156 | $920,127 |
| AMERICAN SMALLCAP WORLD FD CL F3 | FMV | $231,276 | $388,592 |
| AMERICAN INVESTMENT COMPANY OF AMERICA | FMV | $887,617 | $1,112,992 |
| AMERICAN WASHINGTON MUTUAL INVESTORS FUND CL F2 | FMV | $992,939 | $1,214,865 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HECKSCHER, TEILLON, TERRILL & SAGER | CategoryTxt |
| Legal Fees | $8,334 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,334 | DisbursementsCharitablePrpsAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CAPITAL GROUP FEES | CategoryTxt |
| Amt | $20,671 | Amt |
| Net Investment Income | $20,671 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 2024 TAX ON NET INVESTMENT INCOME | CategoryTxt |
| Amt | $17,375 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $17,375 | DisbursementsCharitablePrpsAmt |
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