TWING CHARITABLE TRUST: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- TWING CHARITABLE TRUST (EIN 33-3558830)
- Tax period
- 2025-05-05 to 2025-12-31
- Filed
- 2026-05-12
- IRS object ID
- 202611329349101316
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-12T06:41:04-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231398811 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DILWORTH PAXSON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-05-05 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 333558830 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Twing Charitable Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TWIN | BusinessNameControlTxt |
| Phone | 2155757044 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 Market Street | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | John R Latourette | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2155757044 | PhoneNum |
| Signature | 2026-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Isabela Alvarez | PreparerPersonNm |
| PTIN | P02482418 | PTIN |
| Phone | 2155757312 | PhoneNum |
| Preparation | 2026-05-12 | PreparationDt |
| 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) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,094,909 | 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 | $104,261 | DividendsRevAndExpnssAmt |
| Net Gain Sale Ast Rev And Expnss | $311,242 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $550,333 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $155,621 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $23 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $415,503 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,644 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $30,201 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $1,510 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $28,691 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $0 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $5,368 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $5,368 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $11,508 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $11,508 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $47,077 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,386 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $28,691 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $280,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $280,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $327,077 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,386 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $308,691 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $88,426 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $137,258 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $468,576 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $468,576 | SavAndTempCashInvstEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock EOY | $1,811,859 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,431,178 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments EOY | $2,063,798 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,195,155 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,344,233 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,094,909 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $4,344,233 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,344,233 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,344,233 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $88,426 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,255,807 | OtherIncreasesAmt |
| Subtotal | $4,344,233 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,344,233 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Long Term Capital Gain - Glenmede | P | 2021-01-01 | 2025-12-31 | $531,692 | $0 | $394,712 | $136,980 | $0 | $0 | $0 | $136,980 |
| Long Term Capital Gain Distribution - Glenmede | P | 2021-01-01 | 2025-12-31 | $18,641 | $0 | $0 | $18,641 | $0 | $0 | $0 | $18,641 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $155,621 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,908 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,908 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,908 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,150 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,150 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$4,150 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,242 | OverpaymentAmt |
| Applied To ES Tax | $2,242 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (true) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | John R Latourette co Dilworth Paxso | IndividualWithBooksNm |
| Phone | 2177577044 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 Market Street Suite 1200 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| John R Latourette paid to Dilworth | ||||||||
| 1650 Market Street Suite 1200 | Philadelphia | PA | 19103 | Co-Trustee | 1.00 | $18,962 | $0 | $0 |
| Daniel Marakowski | ||||||||
| 39 Crimson Court East | Sewell | NJ | 08080 | Co-Trustee | 1.00 | $11,239 | $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 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,127,088 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $391,851 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,518,939 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,518,939 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $82,784 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,436,155 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $178,723 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $178,723 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,908 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,908 | TotalTaxAmt |
| Distributable Before Adj | $176,815 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $176,815 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $176,815 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $308,691 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $308,691 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $176,815 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Excess Distribution Cyov Yr5 | $17,701 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $35,568 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $21,658 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $74,927 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $308,691 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $176,815 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $131,876 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $206,803 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $17,701 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $189,102 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $35,568 | ExcessFromYear4Amt |
| Excess From Year3 | $21,658 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $131,876 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Ambramson Senior Care | ||||||
| 261 Old York Road | Jenkintown | PA | 19046 | PC | general support | $100,000 |
| ALS United Mid-Atlantic Regions | ||||||
| 1015 Virginia Drive Suite 110 | Fort Washington | PA | 19034 | PC | general support | $20,000 |
| Jewish Family and Children's Servic | ||||||
| 345 Montgomery Avenue | Bala Cynwyd | PA | 19004 | PC | general support | $10,000 |
| Food Bank of the Rockies | ||||||
| 10700 E 45th Avenue | Denver | CO | 80239 | PC | general support | $10,000 |
| Summit County Rescue Group | ||||||
| PO Box 1794 | Breckenridge | CO | 80424 | PC | general support | $10,000 |
| Boys and Girls Club of Metro Denver | ||||||
| 2017 W 9th Avenue | Denver | CO | 80204 | PC | general support | $10,000 |
| University of Colorado Hospital Fou | ||||||
| 12605 E 16th Avenue F784 | Aurora | CO | 80045 | PC | general support | $30,000 |
| Summit Foundation | ||||||
| PO Box 4000 | Breckenridge | CO | 80424 | PC | general support | $10,000 |
| Humane Colorado | ||||||
| 2080 S Quebec Street | Denver | CO | 80231 | PC | general support | $10,000 |
| St Anthony Summit Hospital Health F | ||||||
| PO Box 738 | Frisco | CO | 80443 | PC | general support | $10,000 |
| World Wildlife Fund | ||||||
| 1250 24th Street NW | Washington | DC | 20037 | PC | general support | $10,000 |
| Parkinson Association of the Rockie | ||||||
| 1325 S Colorado Blvd Ste 204B | Denver | CO | 80222 | PC | general support | $10,000 |
| Tunnels to Towers Foundation | ||||||
| 2361 Hylan Blvd | Staten Island | NY | 10306 | PC | general support | $10,000 |
| American Friends of NATAL | ||||||
| 1120 Avenue of the Americas Fourth | New York | NY | 10036 | PC | general support | $10,000 |
| Summit Lost Pet Rescue | ||||||
| PO Box 2301-113 | Silverthorne | CO | 80498 | PC | general support | $5,000 |
| Smart Bellies | ||||||
| PO Box 8374 | Breckenridge | CO | 80424 | PC | general support | $5,000 |
| Match Dog Rescue | ||||||
| 235 Flamingo Drive | Marlton | NJ | 08053 | PC | general support | $5,000 |
| Colorado Parks and Wildlife | ||||||
| 6060 Broadway | Denver | CO | 80216 | PC | general support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $280,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $104,261 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $155,621 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| Section 897 Capital Gains | 1 | $13 |
| Section 1250 Capital Gains | 1 | $10 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $259,905 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,905 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|
| Glenmede - Long Term Sales | Purchased | 2025-10 | $531,692 | $394,712 | $136,980 |
| Glenmede - Long Term Capital Gain Distributions | Purchased | 2025-12 | $18,641 | $0 | $18,641 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Large Cap | $1,018,710 | $2,422,133 |
| Small Cap | $179,271 | $257,950 |
| International | $613,878 | $751,095 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Taxable Fixed Income | $1,676,475 | $1,758,660 |
| Blackrock Event Driven Equity Fund | $251,918 | $270,790 |
| Lazard Global Listed Infrastructure Port | $135,405 | $165,705 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Glenmede Custodian and Management Fees | Desc |
| Revenue And Expenses Per Books | $11,508 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11,508 | NetInvestmentIncomeAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|
| Section 897 Capital Gains | $13 |
| Section 1250 Capital Gains | $10 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Transfer from Krancer Charitable Trust (see attached statement) | Desc |
| Amt | $4,255,807 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Taxes on Dividends and Interest | $1,218 | $1,218 |
| Federal Tax Estimates | $4,150 | $4,150 |
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