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← PHILADELPHIA ORCHESTRA ASSOCIATION TRUST -ENDOWMENT FUND-

Form 990 for tax year 2022

Filed by PHILADELPHIA ORCHESTRA ASSOCIATION TRUST -ENDOWMENT FUND-.

Totals

Total revenue
$446,336
Total expenses
$1,313,079
Contributions and grants received
$0
Grants paid
$1,291,362
Program service revenue
$0
Investment income
$446,336
Other revenue
$0
Total assets, end of year
$17,948,906
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$17,948,906
Program services expenses (Part IX)
$1,291,362
Management and general expenses
$21,717
Fundraising expenses
$0
Program service expenses (Part III)
$1,291,362

Program services were 98.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $172,001 · excluded $172,001

  • 7a · Gross sales of assets other than inventory

    securities $1,385,362

  • 7b · Less cost or other basis and sales expenses

    securities $1,111,027

  • 7c · Gain or loss

    securities $274,335

  • 7d · Net gain or loss

    total $274,335 · excluded $274,335

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,291,362 · program services $1,291,362

  • 5 · Compensation of officers, directors and key employees

    total $20,521 · management and general $20,521

  • 11b · Fees: legal

    total $1,196 · management and general $1,196

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $57,869 · end of year $15,409

  • 12 · Investments: other securities

    beginning of year $18,760,207 · end of year $17,933,497

  • 31 · Retained earnings, endowment or other funds

    beginning of year $18,818,076 · end of year $17,948,906

Mission and programs · 2022

Mission

SUPPORT FOR THE PHILADELPHIA ORCHESTRA

  • SUPPORT OF THE PHILADELPHIA ORCHESTRA

    Expenses $1,291,362 · Grants $1,291,362

As filed on the 2022 return.

Listed in Part VII

  • Pnc Bank Na

    TRUSTEE

    Total calculated
    $20,521
    From this org
    $20,521
    From related orgs
    $0
    Other
    $0
    Hours/week
    4

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
21 April 2023
IRS schema version
2022v5.0
Source object
202301309349302180

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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