PEGGY & ELLIS WACHS FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- PEGGY & ELLIS WACHS FAMILY FOUNDATION (EIN 23-6802696)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-06
- IRS object ID
- 202641269349102009
- Schema version
- 2025v4.1
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-06T13:09:13-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161710665 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEPHANO SLACK LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 125 STRAFFORD AVE SUITE 200 | AddressLine1Txt |
| City | WAYNE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236802696 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEGGY & ELLIS WACHS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PEGG | BusinessNameControlTxt |
| Phone | 2157328486 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 SOUTH 18TH STREET APT 8-B | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY B WACHS | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Phone | 2157328486 | PhoneNum |
| Signature | 2026-04-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STANLEY A WIELGUS | PreparerPersonNm |
| PTIN | P00052560 | PTIN |
| Phone | 6106871600 | PhoneNum |
| Preparation | 2026-04-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $2,934,076 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $1 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $64,190 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $64,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $35,864 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $218,562 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $35,864 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $100,055 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $100,055 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,750 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $174 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $174 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $15,634 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,236 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,398 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $20,308 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,986 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,322 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $114,018 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $114,018 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $134,326 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,986 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $131,340 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$34,271 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $97,069 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $69,213 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $59,581 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $59,581 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,619,159 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,584,660 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,874,495 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,688,372 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,644,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,934,076 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,619,159 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,584,660 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $69,213 | RetainedEarningBOYAmt |
| Retained Earning EOY | $59,581 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,688,372 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,644,241 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,688,372 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,644,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,688,372 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$34,271 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,654,101 | SubtotalAmt |
| Other Decreases | $9,860 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,644,241 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GRANDEUR PEAK U.S STWRTS - INST | P | 2024-01-01 | 2025-12-31 | $57,478 | $51,085 | $6,393 | $6,393 |
| BARON DISCOVERY FUND INST | P | 2024-01-01 | 2025-12-31 | $13,000 | $10,559 | $2,441 | $2,441 |
| COHEN & STEERS INSTL RLY SH FUND #1263 | P | 2024-01-01 | 2025-12-31 | $20,000 | $18,075 | $1,925 | $1,925 |
| DIMENSIONAL US SMALL CAP VAL ETF | P | 2024-01-01 | 2025-12-31 | $3,261 | $3,403 | -$142 | -$142 |
| SEAFARER OVERSEAS GROWTH & INCOME INSTL CLASS | P | 2024-01-01 | 2025-12-31 | $2,500 | $2,535 | -$35 | -$35 |
| GRANDEUR PEAK US STWRTS -INST | P | 2024-01-01 | 2025-12-31 | $3,000 | $2,914 | $86 | $86 |
| WCM FOCUS INTL OPPORT- INST | P | 2024-01-01 | 2025-12-31 | $14,000 | $13,117 | $883 | $883 |
| ISHARES CORE S&P 500 | P | 2024-01-01 | 2025-12-31 | $59,882 | $56,867 | $3,015 | $3,015 |
| ISHARES CORE S&P MID - CAP ETF | P | 2024-01-01 | 2025-12-31 | $15,024 | $14,658 | $366 | $366 |
| JANUS HNDRSN OVERSEAS -1 | P | 2024-01-01 | 2025-12-31 | $6,000 | $5,877 | $123 | $123 |
| TOUCHSTOE SAND EM GR-INST FUND #565 | P | 2024-01-01 | 2025-12-31 | $2,500 | $2,460 | $40 | $40 |
| WASATCH SMALL CAP VALUE-INS | P | 2024-01-01 | 2025-12-31 | $1,000 | $1,148 | -$148 | -$148 |
| CAPITAL GAINS DIVIDENDS | P | $20,917 | $20,917 | $20,917 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $35,864 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,349 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,349 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,349 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,160 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $6,160 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $4,811 | OverpaymentAmt |
| Applied To ES Tax | $4,811 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6106871600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 S 18TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PEGGY B WACHS | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 237 S 18TH STREET APT 8B | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OFFICER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,720,505 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $139,826 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,860,331 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,860,331 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $42,905 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,817,426 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $140,871 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $140,871 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,349 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,349 | TotalTaxAmt |
| Distributable Before Adj | $139,522 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $139,522 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $139,522 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $131,340 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $131,340 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $139,522 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $130,496 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $131,340 | QualifyingDistributionsAmt |
| Applied To Year1 | $130,496 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $844 | 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 | $138,678 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | PEGGY B WACHS | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (49 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE INC | ||||||
| 633 3RD AVE | NEW YORK | NY | 10017 | NC | ANNUAL DRIVES | $2,000 |
| AMERICAN PHILOSOPHICAL SOCIETY | ||||||
| 104 S 5TH STREET | PHILADELPHIA | PA | 19106 | NC | ANNUAL DRIVES | $1,000 |
| ANTHENAEUM OF PHILADELPHIA | ||||||
| 219 S 6TH STREET | PHILADELPHIA | PA | 19106 | NC | ANNUAL DRIVES | $100 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NC | ANNUAL DRIVES | $1,000 |
| BALLET X | ||||||
| 265 SOUTH BROAD STREET | PHILADELPHIA | PA | 19107 | NC | ANNUAL DRIVES | $10,000 |
| BARNES FOUNDATION | ||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NC | ANNUAL DRIVES | $1,088 |
| CENTER CITY RESIDENTS ASSOCIATION | ||||||
| 1600 MARKET STREET 2500 | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $200 |
| CENTER FOR REPRODUCTIVE RIGHTS | ||||||
| 199 WATER STREET | NEW YORK | NY | 10038 | NC | ANNUAL DRIVES | $1,000 |
| CURTIS INSTITUTE OF MUSIC | ||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $10,000 |
| EDUCATION LAW CENTER | ||||||
| 1500 JFK BOULEVARD SUITE 1501 | PHILADELPHIA | PA | 19102 | NC | ANNUAL DRIVES | $1,000 |
| FREE LIBRARY OF PHILADELPHIA | ||||||
| 19TH AND LOGAN SQUARE | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $5,000 |
| FRIENDS IN THE CITY | ||||||
| 22 S FRONT ST | PHILADELPHIA | PA | 19106 | NC | ANNUAL DRIVES | $75 |
| FRIENDS OF RITTENHOUSE SQUARE | ||||||
| 23 S 21ST STREET | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $250 |
| FRIENDS OF SUENOS | ||||||
| 308 E LANCASTER AVE STE 235 | WYNNEWOOD | PA | 19096 | NC | ANNUAL DRIVES | $600 |
| FRIENDS OF THE PHILADELPHIA CITY INSTITUTE LIBRARY | ||||||
| 1905 LOCUST STREET | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $100 |
| HIAS & COUNCIL | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $500 |
| J STREET EDUCATION FUND | ||||||
| PO BOX 66073 | WASHINGTON | DC | 20035 | NC | ANNUAL DRIVES | $2,300 |
| JEWISH FAMILY & CHILDREN'S SERVICES | ||||||
| 10125 VEREE ROAD SUITE 304 | PHILADELPHIA | PA | 19116 | NC | ANNUAL DRIVES | $2,000 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $3,000 |
| LBI FOUNDATION OF THE ARTS & SCIENCES | ||||||
| 120 LONG BEACH BLVD | LONG BEACH TOWNSHIP | NJ | 08008 | NC | ANNUAL DRIVES | $500 |
| MARCH FOURTH FOR AFTERMATH | ||||||
| 512 CHESTNUT ST UNITE 313 | WINNETKA | IL | 60093 | NC | ANNUAL DRIVES | $1,000 |
| MICHAEL J FOX FOUNDATION FOR PARKINSON'S | ||||||
| PO BOX 780 | NEW YORK | NY | 10008 | NC | ANNUAL DRIVES | $2,100 |
| MOUNT HOLYOKE COLLEGE | ||||||
| 50 S COLLEGE STREET | SOUTH HADLEY | MA | 01075 | NC | ANNUAL DRIVES | $2,000 |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | ||||||
| 733 THIRD AVE 3RD FLOOR | NEW YORK | NY | 10017 | NC | ANNUAL DRIVES | $10,500 |
| NATIONAL PARKINSON FOUNDATION | ||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | NC | ANNUAL DRIVES | $1,000 |
| NOW FOUNDATION | ||||||
| 1100 H STREET NW SUITE 300 | WASHINGTON | DC | 20005 | NC | ANNUAL DRIVES | $1,000 |
| OPERA PHILADLEPHIA | ||||||
| 1420 LOCUST ST STE 210 | PHILADELPHIA | PA | 19102 | NC | ANNUAL DRIVES | $500 |
| PA ACADEMY OF FINE ARTS | ||||||
| 118-128 N BROAD ST | PHILADELPHIA | PA | 19102 | NC | ANNUAL DRIVES | $150 |
| PENN MUSEUM | ||||||
| 3260 SOUTH STREET | PHILADELPHIA | PA | 19104 | NC | ANNUAL DRIVES | $250 |
| PENNS VILLAGE | ||||||
| 201 SOUTH 21ST STREET | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $200 |
| PHIALDELPHIA BALLET | ||||||
| 323 NORTH BROAD STREET | PHILADELPHIA | PA | 19107 | NC | ANNUAL DRIVES | $500 |
| PHIALDELPHIA ORCHESTRA ASSOCIATION | ||||||
| ONE SOUTH BROAD STREET 14TH FLOOR | PHILADELPHIA | PA | 19107 | NC | ANNUAL DRIVES | $10,000 |
| PHILA CHAMBER MUSIC SOCIETY | ||||||
| 135 SOUTH 18TH STREET | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $10,000 |
| PHILABUNDANCE | ||||||
| 3636 SOUTH GALLOWAY STREET | PHILADELPHIA | PA | 19148 | NC | ANNUAL DRIVES | $2,000 |
| PHILADELPHIA FOUNDATION | ||||||
| 1835 MARKET ST SUITE 2410 | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $2,100 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| 26TH AND BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NC | ANNUAL DRIVES | $5,000 |
| PLANNED PARENTHOOD | ||||||
| 1144 LOCUST STREET | PHILADELPHIA | PA | 19107 | NC | ANNUAL DRIVES | $5,000 |
| PLAY ON PHILLY | ||||||
| 917 S 47TH ST | PHILADELPHIA | PA | 19143 | NC | ANNUAL DRIVES | $2,000 |
| PRESERVATION ALLIANCE | ||||||
| 1608 WALNUT STREET SUITE 804 | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $100 |
| PROJECT HOME | ||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NC | ANNUAL DRIVES | $2,500 |
| ROSENBACH MUSEUM & LIBRARY | ||||||
| 2100 DELANCEY PLACE | PHILADELPHIA | PA | 19130 | NC | ANNUAL DRIVES | $1,000 |
| SENIOR LAW CANTER | ||||||
| 1500 JFK BOULEVARD SUITE 1501 | PHILADELPHIA | PA | 19102 | NC | ANNUAL DRIVES | $500 |
| THE PARKINSON COUNCIL | ||||||
| 111 PRESIDENTIAL BLVD SUITE 250 | BALA CYNWYD | PA | 19004 | NC | ANNUAL DRIVES | $5,000 |
| THE PRINT CENTER | ||||||
| 1614 LATIMER STREET | PHILADELPHIA | PA | 19103 | NC | ANNUAL DRIVES | $1,525 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | NC | ANNUAL DRIVES | $5,100 |
| USC SHOAH FOUNDATION | ||||||
| 650 W 35TH STREET SUITE 401 | LOS ANGELES | CA | 900892571 | NC | ANNUAL DRIVES | $1,000 |
| WHITNEY MUSEUM OF AMERICAN ART | ||||||
| 99 GANSEVOORT ST | NEW YORK | NY | 10014 | NC | ANNUAL DRIVES | $80 |
| WHYY | ||||||
| 150 N SIXTH STREET | PHILADELPHIA | PA | 19106 | NC | ANNUAL DRIVES | $100 |
| WILLS EYE HOSPITAL | ||||||
| 840 WALNUT STREET | PHILADELPHIA | PA | 19107 | NC | ANNUAL DRIVES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $114,018 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $64,190 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $35,864 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $100,055 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $100,055 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,500 | Amt |
| Net Investment Income | $1,750 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,750 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | SEE ATTACHED SCHEDULE | StockNm |
| EOY Book Value | $2,584,660 | EOYBookValueAmt |
| EOYFMV | $2,874,495 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES | Desc |
| Amt | $9,860 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ACCOUNT FEES | $14,278 | $0 | $14,278 |
| TAX WITHHELD | $1,211 | $1,211 | $0 |
| TRANSACTION CHARGES | $120 | $0 | $120 |
| BANK SERVICES CHARGES | $25 | $25 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $174 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $174 | DisbursementsCharitablePrpsAmt |