Civic Intelligence

Htc Cottee Charles & Barbara Close Foundation

990PF • Fiscal year 2017 • EIN 27-3017122

Jan 01, 2017 to Dec 31, 2017 • Filed on May 07, 2018

Organization Profile
3 Radnor Corporate Center Suite 450Radnor, PA 19087-4580

(610) 995-8700

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • $5M-$10M nonprofits • Source year 2017

Net Margin

1st percentile

-545%

Higher net margin than 1% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

34th percentile

$42,381

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2017 filings • $5M-$10M nonprofits • Source year 2017

Asset Growth

2nd percentile

-29%

Faster asset growth than 2% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-57%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$5,769,314

Down $2,312,681 (-29%) from 2016

Net Assets

Down

$5,769,314

Down $2,312,681 (-29%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin1st percentile

Revenue

Down

$423,207

Down $569,885 (-57%) from 2016

Expenses

Down

$2,729,648

Down $849,449 (-24%) from 2016

Net Income

Up

-$2,306,441

Up $279,564 (+11%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth2nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2011: $3,592,630Liabilities 2011: $0Net Assets 2011: $3,592,6302011Assets 2012: $12,660,952Liabilities 2012: $0Net Assets 2012: $12,660,9522012Assets 2013: $11,323,555Liabilities 2013: $0Net Assets 2013: $11,323,5552013Assets 2014: $10,269,621Liabilities 2014: $0Net Assets 2014: $10,269,6212014Assets 2015: $10,665,938Liabilities 2015: $0Net Assets 2015: $10,665,9382015Assets 2016: $8,081,995Liabilities 2016: $0Net Assets 2016: $8,081,9952016Assets 2017: $5,769,314Liabilities 2017: $0Net Assets 2017: $5,769,3142017Assets 2018: $5,713,445Liabilities 2018: $0Net Assets 2018: $5,713,4452018Assets 2019: $5,618,789Liabilities 2019: $0Net Assets 2019: $5,618,7892019Assets 2020: $5,182,254Liabilities 2020: $0Net Assets 2020: $5,182,2542020Assets 2021: $5,152,192Liabilities 2021: $0Net Assets 2021: $5,152,1922021Assets 2022: $4,734,722Liabilities 2022: $0Net Assets 2022: $4,734,7222022Assets 2023: $4,483,643Liabilities 2023: $0Net Assets 2023: $4,483,6432023Assets 2024: $4,553,919Liabilities 2024: $0Net Assets 2024: $4,553,9192024

Highlighted filing

2017

Assets$5,769,314
Liabilities$0
Net Assets$5,769,314
Open 2017 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2011: $1,407,5192011Expenses 2012: $2,797,0612012Revenue 2013: $1,194,115Expenses 2013: $2,541,340Net Income 2013: -$1,347,2252013Revenue 2014: $2,088,096Expenses 2014: $3,148,136Net Income 2014: -$1,060,0402014Revenue 2015: $1,502,805Expenses 2015: $1,105,866Net Income 2015: $396,9392015Revenue 2016: $993,092Expenses 2016: $3,579,097Net Income 2016: -$2,586,0052016Revenue 2017: $423,207Expenses 2017: $2,729,648Net Income 2017: -$2,306,4412017Revenue 2018: $616,811Expenses 2018: $674,167Net Income 2018: -$57,3562018Revenue 2019: $452,885Expenses 2019: $548,593Net Income 2019: -$95,7082019Revenue 2020: $361,532Expenses 2020: $806,717Net Income 2020: -$445,1852020Revenue 2021: $782,767Expenses 2021: $820,932Net Income 2021: -$38,1652021Revenue 2022: $810,007Expenses 2022: $1,228,217Net Income 2022: -$418,2102022Revenue 2023: $707,027Expenses 2023: $968,081Net Income 2023: -$261,0542023Revenue 2024: $742,636Expenses 2024: $671,835Net Income 2024: $70,8012024

Highlighted filing

2017

Revenue$423,207
Expenses$2,729,648
Net Income-$2,306,441
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 7, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay34th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HAVERFORD TRUST COMPANYTrusteePT$42,381-$42,381
FREDERICK PADDENTrustee-$28,932-$28,932
BARRY HOFFMANTrustee-$28,932-$28,932
MIKE DOYLETrustee-$28,932-$28,932
JIM BERNESKITrustee-$28,931-$28,931
Filing and Contact Details

Filer

Filer Name
The Charles & Barbara Close Foundation
EIN
27-3017122
Phone
6109958700
Address
3 RADNOR CORPORATE CENTER SUITE 450, RADNOR, PA 19087-4580

Signing Officer

Name
Michael F Doyle
Title
Trustee
Phone
6109958700
Signed
2018-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Marcum Llp
Address
1600 MARKET STREET 32ND FLOOR, PHILADELPHIA, PA 19103
Preparer
Thomas Mcglone
Phone
2152972100
Raw XML Appendix388 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.

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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt07505377
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt051041
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt052023
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt099945
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt020705
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0HTC ACCOUNT 2112
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3CAPTIAL GAIN DISTRIBUTIONS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0213962
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-2306441
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt06240
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05775554
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt08081995
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05769314
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0431417
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0431417
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0431417
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0434047
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02630
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt014890
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt014890
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0944073
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0896017
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IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt08081995
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt08578365
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0HAVERFORD TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1FREDERICK PADDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BARRY HOFFMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MIKE DOYLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JIM BERNESKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2RADNOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3RADNOR
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt01845777
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt03426667
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0868333
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt02810000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt02435000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt02775000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.212321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.294548
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.084216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.195572
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.170363
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.316905
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt02630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08680947
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt011633652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt010310763
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt014368096
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt014292975
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt08756565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt02560000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt01.061604
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt02557370
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt02560000
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt02630
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt02560000
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt08
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt13
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt24
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0GAIN FROM SALE OF STOCK AND SECURITIES
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1INTEREST INCOME ON INVESTMENTS
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt2DIVIDEND INCOME ON INVESTMENTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0THE HAVERFORD TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0THREE RADNOR CORPORATE CENTER SUITE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine2Txt0450
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0RADNOR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0PA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd019087
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06109958700
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt225000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt325000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ENTREPRENEUERSHIP IN TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2ENTREPRENEURSHIP IN TECHNOLOGY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CONTRIBUTION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0DREXEL UNIVERSITY - THE CHARLES S CLOSE SCHOOL OF ENTREPRENEURSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1FRIENDS OF SAINT MALACHY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2DREXEL UNIVERSITY - DAVID O'BRIEN LEADERSHIP AWARD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3J WOOD PLATT SCHOLARSHIP SCHOLARSHIP TRUST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03141 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11429 NORTH 11TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23141 CHESTNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt31974 SPROUL RD SUITE 400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BROOMALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd119122
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd219104
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd319008
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt02560000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0431417
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0431417
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02862470
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0378371
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt02109012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01742545
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02346013
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02346013
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt09220981
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt02128583
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02862470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0378371
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt02109012
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt01742545
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02560000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt02128583
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011566994
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt09438411
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt06240
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0TIMING DIFFERENCES
TaxesSchedule/TaxesDetail/Amt09406
TaxesSchedule/TaxesDetail/Amt12134
TaxesSchedule/TaxesDetail/CategoryTxt02017 FEDERAL TAX ESTIMATED TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12134
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL F DOYLE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06109958700
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE CHARLES & BARBARA CLOSE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0273017122
ReturnHeader/Filer/PhoneNum06109958700
ReturnHeader/Filer/USAddress/AddressLine1Txt03 RADNOR CORPORATE CENTER SUITE 450
ReturnHeader/Filer/USAddress/CityNm0RADNOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0190874580
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0653AEAFBE342D358236AC7EA199E24518E245B6E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.19.127.190
ReturnHeader/FilingSecurityInformation/IPDt02018-05-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm009:59:53
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01600 MARKET STREET 32ND FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PHILADELPHIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019103
ReturnHeader/PreparerPersonGrp/PhoneNum02152972100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS MCGLONE
ReturnHeader/ReturnTs02018-05-14T10:18:20-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,769,314
Liabilities
$0
Net assets
$5,769,314
Revenue
$423,207
Expenses
$2,729,648
Net income
-$2,306,441
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.74$0.67$0.07
2023Detailed filing. Detailed filing data is available for this year.$4.48$0.00$4.48$0.71$0.97$0.26
2022Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.81$1.23$0.42
2021Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.78$0.82$0.04
2020Detailed filing. Detailed filing data is available for this year.$5.18$0.00$5.18$0.36$0.81$0.45
2019Detailed filing. Detailed filing data is available for this year.$5.62$0.00$5.62$0.45$0.55$0.10
2018Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.62$0.67$0.06
2017Detailed filing. Detailed filing data is available for this year.$5.77$0.00$5.77$0.42$2.73$2.31
2016Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.99$3.58$2.59
2015Detailed filing. Detailed filing data is available for this year.$10.7$0.00$10.7$1.50$1.11$0.40
2014Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$2.09$3.15$1.06
2013Detailed filing. Detailed filing data is available for this year.$11.3$0.00$11.3$1.19$2.54$1.35
2012Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$2.80
2011Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$1.41