2024-11-14T12:21:27-08:00 2023-12-31 020592690 LUTZ & TRAVERS PC 633 SWEDESFORD ROAD FRAZER PA 19355 990PF 2023-01-01 231601358 PRIMITIVE HALL FOUNDATION PRIM 6103472065 PO BOX 273 UNIONVILLE PA 19375 WENDY WALKER TREASURER 6103472065 2024-05-07 true true ANDREW C LUTZ P00545296 6109938340 2024-11-14 2023 2024-10-15 13:58:12Z X 3087395 X 38251 X 41517 15713 9186 0 0 5779 101260 9186 0 0 675 1900 14047 1434 0 32325 50381 0 0 0 0 50381 0 0 50879 9186 0 47468 72639 72639 14488 2857 2857 0 0 102800 103768 103768 0 605720 602290 602290 2380759 74918 2305841 2305841 2305841 0 0 0 3076317 3087395 3087395 0 486342 421968 1000 1000 487342 422968 X 1599007 1677638 989968 986789 2588975 2664427 3076317 3087395 2588975 50879 24573 2664427 0 2664427 202.956SH JCRCX P 2022-12-09 2023-11-08 1356 0 1470 -114 0 0 0 -114 382.932SH DEMAX P 2008-03-20 2023-11-08 7000 0 5985 1015 0 0 0 1015 2644.087SH JCRCX P 2017-11-08 2023-11-08 17662 0 19507 -1845 0 0 0 -1845 521.594SH MEIAX P 2007-07-24 2023-09-20 25000 0 14870 10130 0 0 0 10130 9186 -114 X 1986-03-21 N/A 0 0 0 0 false false false false false false false true true true true false false false false www.primitivehall.org PRIMITVE HALL FOUNDATION 6103472065 PO 273 UNIONVILLE PA 19375 false false false false false false false false false false false false false false false false false false false false false TRISH SCOTT PO 273 UNIONVILLE PA 19375 PRESIDENT 5.00 0 0 0 WENDY WALKER PO 273 UNIONVILLE PA 19375 TREASURER 5.00 0 0 0 GAIL O'DONNEL PO 273 UNIONVILLE PA 19375 VP & SECRETARY 5.00 0 0 0 NONE 0 NONE 0 PRESERVATION OF HISTORICAL STRUCTURES 26145 FUNDRAISING COSTS/PRIVATE EVENTS 4779 EVENTS 800 INSURANCE 11506 727 13033 682862 8672 0 691534 0 691534 10373 681161 34058 X 0 0 13033 13033 0 14650 15404 12168 14912 18659 75793 13033 0 13033 88826 0 0 0 0 14650 74176 15404 12168 14912 18659 13033 1972-11-29 X 0 0 0 0 0 13033 18659 14912 12168 58772 13033 18659 14912 12168 58772 3087395 3076317 3140919 2555783 11860414 3087395 3076317 3140919 2555783 11860414 NONE NONE X NA N/A UNIONVILLE PA 19375 N/A N/A N/A 0 14 41517 41517 41517 4 PROCEEDS USED TO MAINTAIN HISTORIC NATURE OF THE PROPERTY. false false false false false false false false false false LUTZ & TRAVERS TAX PREP 675 COTTAGE EXPENSES 727 WELLS FARGO 24317 24317 MERRILL LYNCH 54292 54292 GOLDMAN SACHS 25159 25159 CHESTER COUNTY COMMUNITY FOUNDATION ENDOWMENT 24427 24427 JOHN HANCOCK DISC VALUE 33889 33889 DELAWARE VALUE 62804 62804 NATIXIS OAKMARK 12311 12311 FINANCIAL SERVICES 10844 10844 DE EMERGING FUNDS 35131 35131 DE SMALL CAP VALUE 25890 25890 CLEARBRIDGE INT CL C 50108 50108 PIONEER FUND 49353 49353 MFS VALUE FUND 102513 102513 GUGGENHEIM MACRO 8830 8830 GUGGENHEIM 147361 147361 PRUDENTIAL ABSOLUTE 38829 38829 LAND AND BUILDING 2380759 74918 2305841 CHESHIRE LAW GROUP LEGAL 0 421968 LOSS ON SALE OF INVESTMENTS 0 DECREASE IN FMV OF INVESTMENTS 0 INSURANCE 11506 UTILITIES 4411 OFFICE 1270 MAINTENANCE & REPAIRS 8727 COTTAGE EXPENSES 727 FUNDRAISING 2521 EVENTS 2258 COLLECTION ITEMS 745 CONTRIBUTIONS ADVERTISING 160 Program/Events 5779 INCREASE IN FMV OF INVESTMENTS 15387 GAIN ON SALE OF INVESTMENTS 9186 SECURITY DEPOSIT 1000 1000 R. David Weller bookkeeping 1900 Real Estate 1434