MARSHALL REYNOLDS TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- MARSHALL REYNOLDS TR (EIN 23-3053828)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-11
- IRS object ID
- 202631319349102728
- Schema version
- 2024v5.2
- 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
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-11T12:01:13-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 346565596 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ERNST & YOUNG US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 N WACKER DR | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233053828 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHALL REYNOLDS FOUNDATION 055971-000 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | REYN | BusinessNameControlTxt |
| Phone | 2393975002 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19899 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MINTURN T WRIGHT IV | PersonNm |
| Person Title | Executive Trust | PersonTitleTxt |
| Phone | 2393975002 | PhoneNum |
| Signature | 2026-02-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SANDRA MURPHY | PreparerPersonNm |
| PTIN | P01252209 | PTIN |
| Phone | 3128792000 | PhoneNum |
| Preparation | 2026-02-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,536,285 | FMVAssetsEOYAmt |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $921,556 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $911,931 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $917,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,574,747 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $917,467 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $1,839,023 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,829,398 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $90,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $90,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $35,026 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $17,513 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $17,513 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $132,971 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $132,971 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $41,242 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,107 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $7,666 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Other Expenses Rev And Expnss | $5,146 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $5,146 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $304,385 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $160,591 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $120,325 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,793,055 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,793,055 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,097,440 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $160,591 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,913,380 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$258,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,668,807 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,035 | CashBOYAmt |
| Cash EOY | $94,827 | CashEOYAmt |
| Cash EOYFMV | $94,827 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $914,817 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,052,679 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,052,679 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $20,432,380 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $20,356,263 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $32,388,779 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $21,363,232 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,503,769 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,536,285 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $21,363,232 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,503,769 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $21,363,232 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,503,769 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $21,363,232 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,503,769 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $21,363,232 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$258,417 | ExcessRevenueOverExpensesAmt |
| Other Increases | $401,150 | OtherIncreasesAmt |
| Subtotal | $21,505,965 | SubtotalAmt |
| Other Decreases | $2,196 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,503,769 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (76 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 500. ALPHABET INC CL A | 2007-10-29 | 2024-09-04 | $78,398 | $8,484 | $69,914 | $69,914 | |
| 100. ALPHABET INC CL A | 2007-10-29 | 2024-10-24 | $16,237 | $1,697 | $14,540 | $14,540 | |
| 200. AMAZON.COM INCORPORATED | 2009-03-31 | 2024-10-24 | $37,248 | $731 | $36,517 | $36,517 | |
| 130. AMGEN INC COMMON | 2004-02-02 | 2024-09-04 | $42,879 | $8,642 | $34,237 | $34,237 | |
| 350. APPLE COMPUTER INC COMMON | 2007-10-29 | 2024-09-04 | $77,036 | $2,319 | $74,717 | $74,717 | |
| 200. APPLE COMPUTER INC COMMON | 2007-10-29 | 2024-10-24 | $46,038 | $1,325 | $44,713 | $44,713 | |
| 100. AUTOMATIC DATA PROCESSING INC | 1998-07-20 | 2024-09-04 | $27,389 | $2,883 | $24,506 | $24,506 | |
| 100. AUTOMATIC DATA PROCESSING INC | 1998-07-20 | 2024-10-24 | $29,087 | $2,883 | $26,204 | $26,204 | |
| 250. BOEING CO COM | 2007-10-29 | 2024-09-04 | $41,013 | $24,129 | $16,884 | $16,884 | |
| .44 CAPITAL ONE FINANCIAL CORP | 2007-10-29 | 2025-05-22 | $82 | $9 | $73 | $73 | |
| 90. CARRIER GLOBAL CORP | 2001-09-24 | 2024-09-04 | $6,200 | $347 | $5,853 | $5,853 | |
| 200. COCA COLA COMPANY | 2001-05-03 | 2024-09-04 | $14,458 | $4,658 | $9,800 | $9,800 | |
| 15. COSTCO WHOLESALE CORPORATION | 2010-08-17 | 2024-10-24 | $13,406 | $838 | $12,568 | $12,568 | |
| 200. DISCOVER FINANCIAL SERVICES | 2007-10-29 | 2024-09-04 | $27,593 | $3,953 | $23,640 | $23,640 | |
| 100. DISCOVER FINANCIAL SERVICES | 2007-10-29 | 2024-10-24 | $14,539 | $1,976 | $12,563 | $12,563 | |
| 200. DOW INC | 2022-03-28 | 2024-09-04 | $10,339 | $12,765 | -$2,426 | -$2,426 | |
| 200. DOW INC | 2022-03-28 | 2024-10-24 | $10,228 | $12,765 | -$2,537 | -$2,537 | |
| 100. EXXON MOBIL CORP COM | 1990-07-25 | 2024-09-04 | $11,483 | $1,219 | $10,264 | $10,264 | |
| 100. EXXON MOBIL CORP COM | 1990-07-25 | 2024-10-24 | $11,961 | $1,219 | $10,742 | $10,742 | |
| 300. JOHNSON & JOHNSON COMMON ~ | 2000-04-10 | 2024-09-04 | $49,890 | $11,437 | $38,453 | $38,453 | |
| 100. ELI LILLY & CO COMMON ~ | 2002-10-07 | 2024-09-04 | $94,796 | $5,712 | $89,084 | $89,084 | |
| 100. MASTERCARD INC CL A | 2017-09-18 | 2024-09-04 | $48,222 | $14,159 | $34,063 | $34,063 | |
| 150. MASTERCARD INC CL A | 2017-09-18 | 2024-10-24 | $76,819 | $21,239 | $55,580 | $55,580 | |
| 150. MERCK & CO INC | 2002-02-19 | 2024-09-04 | $17,232 | $7,292 | $9,940 | $9,940 | |
| 150. MICROSOFT CORP COMMON | 2016-04-13 | 2024-09-04 | $61,252 | $8,290 | $52,962 | $52,962 | |
| 50. MICROSOFT CORP COMMON | 2016-04-13 | 2024-10-24 | $21,240 | $2,763 | $18,477 | $18,477 | |
| 100. NORFOLK SOUTHERN CORPORATION | 2002-10-07 | 2024-09-04 | $25,621 | $2,076 | $23,545 | $23,545 | |
| 50. NORFOLK SOUTHERN CORPORATION | 2002-10-07 | 2024-10-24 | $12,778 | $1,038 | $11,740 | $11,740 | |
| 50. PEPSICO INC COMMON ~ | 2004-05-30 | 2024-10-24 | $8,645 | $1,764 | $6,881 | $6,881 | |
| 500. PFIZER INCORPORATED | 2013-02-12 | 2024-09-04 | $14,218 | $12,867 | $1,351 | $1,351 | |
| 50. PROCTER & GAMBLE CO COM | 2004-05-30 | 2024-10-24 | $8,464 | $2,522 | $5,942 | $5,942 | |
| 100. SOUTHERN COMPANY | 2009-10-27 | 2024-10-24 | $9,429 | $3,261 | $6,168 | $6,168 | |
| 200. SYSCO CORP COMMON | 1998-07-20 | 2024-09-04 | $15,627 | $2,500 | $13,127 | $13,127 | |
| 500. US BANCORP NEW | 2002-02-19 | 2024-09-04 | $23,125 | $11,570 | $11,555 | $11,555 | |
| 200. UNION PACIFIC CORPORATION | 2004-05-30 | 2024-09-04 | $50,538 | $2,717 | $47,821 | $47,821 | |
| 50. UNION PACIFIC CORPORATION | 2004-05-30 | 2024-10-24 | $11,517 | $679 | $10,838 | $10,838 | |
| 114942.529 VANGUARD SHORT TERM CORP FUND ADM #539 | 2014-03-07 | 2024-09-05 | $1,200,000 | $1,231,710 | -$31,710 | -$31,710 | |
| 1463435. MISC SALES | 2023-06-30 | 2025-06-30 | $2,309,461 | $2,220,842 | $88,619 | $88,619 | |
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P | |||||
| CAPITAL GAIN DIVIDENDS | $259 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $917,467 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $23,196 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $23,196 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $23,196 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $17,236 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $7,369 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $24,605 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $273 | EsPenaltyAmt |
| Overpayment | $1,136 | OverpaymentAmt |
| Applied To ES Tax | $1,136 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | false | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Wilmington Trust | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2393975002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 70 | AddressLine1Txt |
| City | WILMINGTON | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 19899 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Minturn T Wright | ||||||
| PO BOX 545 | UNIONVILLE | PA | 19375 | Trustee | 1 | $18,000 |
| Jacklen E Powell | ||||||
| PO BOX 545 | UNIONVILLE | PA | 19375 | Trustee | 1 | $18,000 |
| John H Newman | ||||||
| PO BOX 545 | UNIONVILLE | PA | 19375 | Trustee | 1 | $18,000 |
| Michael L Marchino | ||||||
| PO BOX 545 | UNIONVILLE | PA | 19375 | Trustee | 1 | $18,000 |
| Minturn T Wright IV | ||||||
| PO BOX 545 | UNIONVILLE | PA | 19375 | Trustee | 1 | $18,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILMINGTON TRUST | |||||
| PO BOX 70 | WILMINGTON | DE | 19899 | INV MGMT FEES | $79,697 |
| HAVERFORD TRUST COMPANY | |||||
| THREE RADNOR CORP CNETER | RADNOR | PA | 19087 | ADVISORY FEES | $53,274 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 2 | ContractorPaidOver50kCnt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $32,105,236 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,327,679 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,432,915 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,432,915 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $501,494 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,931,421 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,646,571 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,646,571 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $23,196 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $23,196 | TotalTaxAmt |
| Distributable Before Adj | $1,623,375 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,623,375 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,623,375 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,913,380 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,913,380 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,623,375 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,472,202 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $0 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $0 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,913,380 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,472,202 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $441,178 | 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 | $1,182,197 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $0 | ExcessFromYear4Amt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $0 | ExcessFromYear1Amt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 545 | AddressLine1Txt |
| City | UNIONVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19375 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | GENERAL SUPPORT | GrantOrContributionPurposeTxt |
| Amt | $1,793,055 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,793,055 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $921,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $917,467 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,839,023 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,839,023 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
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 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SEE ATTACHED | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $20,356,263 | BookValueAmt |
| EOYFMV | $32,388,779 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR ACCRUED INTEREST | Desc |
| Amt | $2,196 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER MISCELLANEOUS EXPENSE | $2,123 | $0 | $2,123 |
| INSURANCE PAYMENT | $3,023 | $0 | $3,023 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| 2024 TRANSACTIONS POSTED IN 2025 | $48,677 |
| 2023 TRANSACTIONS POSTED IN 2024 | $22,570 |
| PRIOR PERIOD ADJUSTMENT | $329,897 |
| ROUNDING | $6 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMNT MNGMNT FEES (NON-DED | CategoryTxt |
| Amt | $132,971 | Amt |
| Net Investment Income | $132,971 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $10,107 | $10,107 | $0 |
| PY TAXES PAID | $6,233 | $0 | $0 |
| ESTIMATED TAX PAYMENTS | $17,236 | $0 | $0 |
| PAYROLL TAXES PAID | $7,666 | $0 | $7,666 |