Civic Intelligence

O'Shaughnessy Family Foundation

EIN 25-6781267 • West Chester, PA

c/o MacElree Harvey 17 W Miner StreWest Chester, PA 19382
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

92nd percentile

0.67x

Higher debt load relative to assets than 92% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

95th percentile

1.42x

Higher debt load relative to revenue than 95% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

$500k-$1M nonprofits • Source year 2024

Asset Growth

99th percentile

713%

Faster asset growth than 99% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

242%

Faster revenue growth than 95% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets92nd percentile

Assets

Up

$523,321

Up $458,958 (+713%) from 2023

Liabilities

Up

$350,330

Up $350,330 from 2023

Net Assets

Up

$172,991

Up $108,628 (+169%) from 2023

Operations
Liabilities / Revenue95th percentileNet Margin87th percentile

Revenue

Up

$246,962

Up $174,856 (+242%) from 2023

Expenses

Up

$138,334

Up $50,389 (+57%) from 2023

Net Income

Up

$108,628

Up $124,467 (+786%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth99th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2012: $184,682Liabilities 2012: $0Net Assets 2012: $184,6822012Assets 2013: $238,928Liabilities 2013: $0Net Assets 2013: $238,9282013Assets 2014: $210,713Liabilities 2014: $0Net Assets 2014: $210,7132014Assets 2015: $165,413Liabilities 2015: $0Net Assets 2015: $165,4132015Assets 2016: $121,065Liabilities 2016: $0Net Assets 2016: $121,0652016Assets 2017: $603,826Liabilities 2017: $0Net Assets 2017: $603,8262017Assets 2018: $219,836Liabilities 2018: $0Net Assets 2018: $219,8362018Assets 2019: $281,659Liabilities 2019: $0Net Assets 2019: $281,6592019Assets 2020: $318,981Liabilities 2020: $0Net Assets 2020: $318,9812020Assets 2021: $259,666Liabilities 2021: $0Net Assets 2021: $259,6662021Assets 2022: $122,697Liabilities 2022: $0Net Assets 2022: $122,6972022Assets 2023: $64,363Liabilities 2023: $0Net Assets 2023: $64,3632023Assets 2024: $523,321Liabilities 2024: $350,330Net Assets 2024: $172,9912024

Highlighted filing

2024

Assets$523,321
Liabilities$350,330
Net Assets$172,991
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KExpenses 2012: $93,6142012Revenue 2013: $90,859Expenses 2013: $43,815Net Income 2013: $47,0442013Revenue 2014: $761Expenses 2014: $28,976Net Income 2014: -$28,2152014Revenue 2015: -$4,918Expenses 2015: $40,382Net Income 2015: -$45,3002015Revenue 2016: -$2,109Expenses 2016: $42,239Net Income 2016: -$44,3482016Revenue 2017: $520,994Expenses 2017: $38,233Net Income 2017: $482,7612017Revenue 2018: -$161,255Expenses 2018: $222,735Net Income 2018: -$383,9902018Revenue 2019: $88,348Expenses 2019: $26,525Net Income 2019: $61,8232019Revenue 2020: $42,433Expenses 2020: $5,111Net Income 2020: $37,3222020Revenue 2021: $61,098Expenses 2021: $120,413Net Income 2021: -$59,3152021Revenue 2022: $16,918Expenses 2022: $153,887Net Income 2022: -$136,9692022Revenue 2023: $72,106Expenses 2023: $87,945Net Income 2023: -$15,8392023Revenue 2024: $246,962Expenses 2024: $138,334Net Income 2024: $108,6282024

Highlighted filing

2024

Revenue$246,962
Expenses$138,334
Net Income$108,628
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$523,321
Liabilities
$350,330
Net assets
$172,991
Revenue
$246,962
Expenses
$138,334
Net income
$108,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.23$3.50$1.73$2.47$1.38$1.09
2023Detailed filing. Detailed filing data is available for this year.$0.64$0.00$0.64$0.72$0.88$0.16
2022Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.17$1.54$1.37
2021Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.61$1.20$0.59
2020Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.42$0.05$0.37
2019Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.88$0.27$0.62
2018Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$1.61$2.23$3.84
2017Detailed filing. Detailed filing data is available for this year.$6.04$0.00$6.04$5.21$0.38$4.83
2016Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.02$0.42$0.44
2015Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.05$0.40$0.45
2014Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.01$0.29$0.28
2013Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.91$0.44$0.47
2012Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.94
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 3, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel J O'ShaughnessyTrustee-$0--
Filing and Contact Details

Filer

Filer Name
O'Shaughnessy Family Foundation
EIN
25-6781267
Phone
6108400239
Address
c/o MacElree Harvey 17 W Miner Stre, West Chester, PA 19382

Signing Officer

Name
Joseph a Bellinghieri
Title
Attorney
Phone
6108400239
Signed
2025-03-03
Discuss with paid preparer
Yes

Preparer

Firm
MacElree Harvey Ltd
Address
17 West Miner Street PO Box 660, West Chester, PA 19381
Preparer
Joseph A Bellinghieri
Phone
6104360100
Raw XML Appendix296 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0TESLA
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1TRUMP MEDIA & TECHNO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2TRUMP MEDIA & TECHNO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc3ALPHABET INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc4ALPHABET INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5ELI LILLY
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc6CALL ALPHABET
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt020033
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt120485
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt220485
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt315114
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt47557
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt525341
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt060235
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt114605
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt216763
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt330586
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt416818
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt523263
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt66497
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0Purchased
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02024-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt22024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt32024-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt42024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt52024-11
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt62024-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt040202
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt1-5880
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt2-3722
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt315472
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt49261
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt5-2078
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt66497
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0102225
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt116914
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt253852
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GOOG - ALPHABET INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GBTC - GRAYSCALE BITCOIN TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2QQQ - INVESCO QQQ TRUST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3TESLA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0514188
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114804
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt251123
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt30
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt059752
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt059752
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt059752
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0122500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0185976
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt01183
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0108628
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0168767
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt051
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt012114
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03720
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt059752
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0138334
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0246962
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt015834
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0108628
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0172991
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt064363
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0172991
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt00
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt00
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/DistributableAmountGrp/TotalTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0930445
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt044330
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0350330
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0350330
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt020033
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0172991
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0580115
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0350330
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt064363
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0172991
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt064363
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0523321
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0930445
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0350330
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt064363
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0523321
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt064363
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0172991
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Daniel J O'Shaughnessy
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02746 SCENIC GULF DRIVE UNIT 211
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MIRAMAR BEACH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032550
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt00
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt00
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt0N/A
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0N/A
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt017 W Miner Street West
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Chester
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0193823213
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Joseph A Bellinghieri Esq
IRS990PF/StatementsRegardingActyGrp/PhoneNum06108400239
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt021500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1100000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VAIL CHRISTIAN ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1VILLANOVA UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DREXEL UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2ACTIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt031621 US-6
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1800 LANCASTER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23141 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0EDWARDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1VILLANOVA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd081632
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119085
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0122500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt00
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Macelree Harvey legal and accounting
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03720
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0NET MARGIN LOAN BALANCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0350330
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOSEPH A BELLINGHIERI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ATTORNEY
ReturnHeader/BusinessOfficerGrp/PhoneNum06108400239
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0O'Shaughnessy Family Foundation
ReturnHeader/Filer/BusinessNameControlTxt0OSHA
ReturnHeader/Filer/EIN0256781267
ReturnHeader/Filer/PhoneNum06108400239
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o MacElree Harvey 17 W Miner Stre
ReturnHeader/Filer/USAddress/CityNm0West Chester
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd019382
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0232170546
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MacElree Harvey Ltd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt017 West Miner Street PO Box 660
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Chester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019381
ReturnHeader/PreparerPersonGrp/PhoneNum06104360100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joseph A Bellinghieri
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-07-07T11:34:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.