SUSQUEHANNA FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SUSQUEHANNA FOUNDATION (EIN 23-2732477)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-05-09
- IRS object ID
- 202501299349101400
- Schema version
- 2024v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-09T08:33:57-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232732477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSQ | BusinessNameControlTxt |
| Phone | 6106172635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CITY AVENUE 220 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TIMOTHY J LESKA | PersonNm |
| Person Title | ASST. TREASURY | PersonTitleTxt |
| Phone | 6106172635 | PhoneNum |
| Signature | 2025-05-09 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
| Tax | 2024 | 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 | $599,215,094 | 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 | $14,533,050 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $14,533,050 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $14,533,050 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $2,061,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,061,028 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $2,061,028 | DividendsAdjNetIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,594,078 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,594,078 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $16,594,078 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $22,592 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,652 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Taxes Rev And Expnss | $238,653 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $75,986 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $340,883 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $82,974,417 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $82,974,417 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,315,300 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $82,974,417 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,721,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $16,594,078 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $16,594,078 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $30 | CashBOYAmt |
| Cash EOY | -$1 | CashEOYAmt |
| Cash EOYFMV | -$1 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $8,230,916 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $7,525,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $8,230,916 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $8,230,916 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds BOY | $280,358,155 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $353,257,122 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $353,257,122 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $7,171,449 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,471,446 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $9,471,446 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $303,069,105 | OtherAssetsBOYAmt |
| Other Assets EOY | $228,255,611 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $228,255,611 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $598,123,739 | TotalAssetsBOYAmt |
| Total Assets EOY | $599,215,094 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $599,215,094 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $1,097,287 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $1,062,734 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $1,097,287 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,062,734 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $597,026,452 | RetainedEarningBOYAmt |
| Retained Earning EOY | $598,152,360 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $597,026,452 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $598,152,360 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $598,123,739 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $599,215,094 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $597,026,452 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,721,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $67,847,130 | OtherIncreasesAmt |
| Subtotal | $598,152,360 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $598,152,360 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $230,658 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $230,658 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $230,658 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $172,000 | 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 | $172,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $58,658 | TaxDueAmt |
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 | Yes (1) | 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 |
| Individual With Books | MELISSA JAMACA | IndividualWithBooksNm |
| Phone | 6106174385 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CITY LINE AVE STE 220 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | 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 | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| 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 (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| ARTHUR DANTCHIK | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANDREW FROST | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| JEFFREY YASS | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | CA | 19004 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT SACK | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | TREASURER | 0.00 | $0 | $0 | $0 |
| THEODORE BRYCE | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | SECRETARY | 0.00 | $0 | $0 | $0 |
| TIMOTHY J LESKA | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| MARK DOOLEY | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| 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 | FIDELITY INVESTMENTS CHARITABLE GIFT FUND | Description1Txt |
| Expenses1 | $63,428,266 | Expenses1Amt |
| Description2 | VANGUARD CHARITABLE ENDOWMENT PROGRAM | Description2Txt |
| Expenses2 | $12,007,167 | Expenses2Amt |
| Description3 | CATO INSTITUTE | Description3Txt |
| Expenses3 | $3,000,000 | Expenses3Amt |
| Description4 | ALLIANCE FOR DECISION EDUCATION INC. | Description4Txt |
| Expenses4 | $2,250,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $598,551,777 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $15,397,362 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $613,949,238 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $613,949,238 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,209,239 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $604,739,999 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $30,237,000 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $30,237,000 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $230,658 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $230,658 | TotalTaxAmt |
| Distributable Before Adj | $30,006,342 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $30,006,342 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $30,006,342 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $82,974,417 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $82,974,417 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $30,006,342 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $10,310,898 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $82,974,417 | QualifyingDistributionsAmt |
| Applied To Year1 | $10,310,898 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $30,006,342 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,657,177 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $42,657,177 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $42,657,177 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $42,657,177 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR DANTCHIK | ContributingManagerNm |
| Contributing Manager | JEFFREY YASS | ContributingManagerNm |
| Contributing Manager | MARK DOOLEY | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR DECISION EDUCATION INC | ||||||||
| ONE BELMONT AVENUE SUITE 610 | BALA CYNWYD | PA | 19004 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,250,000 | |
| AMERICAN FRIENDS OF LIBI INC | ||||||||
| 2001 BEACON STREET SUITE 107 | BRIGHTON | MA | 02135 | NONE | PUBLIC CHARITY | GENERAL FUND | $2,000 | |
| ASHOKA | ||||||||
| 1000 WILSON BLVD SUITE 1900 | ARLINGTON | VA | 22209 | NONE | PUBLIC CHARITY | GENERAL FUND | $12,000 | |
| ASSOCIATED ALUMNI OF THE CENTRAL HIGH SCHOOL OF PHILADELPHIA | ||||||||
| PO BOX 26580 | PHILADELPHIA | PA | 19141 | NONE | PUBLIC CHARITY | GENERAL FUND | $75,000 | |
| ATLAS ECONOMIC RESEARCH NETWORK | ||||||||
| TWO LIBERTY CENTER 4075 WILSON | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 | BOULEVARD SUITE 310 |
| BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH | ||||||||
| 500 EAST CORONADO ROAD | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| BOYS' LATIN OF PHILADELPHIA CHARTER SCHOOL | ||||||||
| 5501 CEDAR AVENUE | PHILADELPHIA | PA | 19143 | NONE | PUBLIC CHARITY | GENERAL FUND | $290,412 | |
| CATO INSTITUTE | ||||||||
| 1000 MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000,000 | |
| CENTER FOR THE RIGHTS OF ABUSED CHILDREN | ||||||||
| 3900 EAST CAMELBACK ROAD SUITE 300 | PHOENIX | AZ | 85018 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 | |
| COBBS CREEK RESTORATION AND COMMUNITY FOUNDATION | ||||||||
| 300 CONSHOHOCKEN STATE ROAD SUITE | WEST CONSHOHOCKEN | PA | 19428 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | 405 |
| CULTURE FOR ONE INC | ||||||||
| 380 LEXINGTON AVE SUITE 435 | NEW YORK | NY | 10168 | NONE | PUBLIC CHARITY | GENERAL FUND | $17,190 | |
| DOMINIC V DICICCO MEMORIAL TRUST | ||||||||
| 703 NORTH JEROME AVENUE | MARGATE CITY | NJ | 08402 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| ELIZABETH H FAULK FOUNDATION INC | ||||||||
| 22455 BOCA RIO ROAD | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | ||||||||
| 245 SUMMER STREET MZ NM43A | BOSTON | MA | 02210 | NONE | PUBLIC CHARITY | GENERAL FUND | $63,428,266 | |
| GREENWICH HOUSE | ||||||||
| 27 BARROW STREET | NEW YORK | NY | 10014 | NONE | PUBLIC CHARITY | GENERAL FUND | $40,000 | |
| HENRY L STIMSON CENTER | ||||||||
| 1211 CONNECTICUT AVENUE NW 8TH | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL FUND | $125,000 | FLOOR |
| INDEPENDENT INSTITUTE LIGHTHOUSE SOCIETY | ||||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 | |
| INSTITUTE FOR FREE SPEECH | ||||||||
| 1150 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PUBLIC CHARITY | GENERAL FUND | $500,000 | 201 |
| INSTITUTE FOR JUSTICE | ||||||||
| 901 N GLEBE RD SUITE 900 | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL FUND | $500,000 | |
| MANHATTAN INSTITUTE FOR POLICY RESEARCH INC | ||||||||
| 52 VANDERBILT AVE | NEW YORK | NY | 10017 | NONE | PUBLIC CHARITY | GENERAL FUND | $250,000 | |
| NATIONAL BRAIN TUMOR SOCIETY INC | ||||||||
| 55 CHAPEL STREET SUITE 006 | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| OVERBROOK SCHOOL FOR THE BLIND | ||||||||
| 6333 MALVERN AVENUE | PHILADELPHIA | PA | 19151 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| PHILADELPHIA MURAL ARTS ADVOCATES | ||||||||
| 1729 MT VERNON ST | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | GENERAL FUND | $100,000 | |
| PHILADELPHIA MUSEUM OF ART | ||||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | PUBLIC CHARITY | GENERAL FUND | $27,382 | |
| PHILADELPHIA ROBOTICS COALITION | ||||||||
| 3500 SCOTTS LANE D07 | PHILADELPHIA | PA | 19129 | NONE | PUBLIC CHARITY | GENERAL FUND | $70,000 | |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 19104 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 | |
| USA WARRIOR STORIES | ||||||||
| PO 2755 | EAST HAMPTON | NY | 11937 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 | |
| VANGUARD CHARITBLE ENDOWMENT PROGRAM | ||||||||
| PO BOX 9509 | WARWICK | RI | 02889 | NONE | PUBLIC CHARITY | GENERAL FUND | $12,007,167 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $82,974,417 | 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 | $14,533,050 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,061,028 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $16,594,078 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $16,594,078 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EQUITY SECURITIES LONG | BondNm |
| EOY Book Value | $353,257,122 | EOYBookValueAmt |
| EOYFMV | $353,257,122 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | INVESTMENTS IN NON-AFFILIATES | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $9,471,446 | BookValueAmt |
| EOYFMV | $9,471,446 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CLEARING ACCOUNT DEBIT BALANCE | $302,923,645 | $228,255,611 | $228,255,611 |
| ACCRUED TRADING RECEIVABLES | $145,460 | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| POSTAGE & SHIPPING | $9 | $0 | $0 | $0 |
| SUPPLIES | $26 | $0 | $0 | $0 |
| PROFESSIONAL FEES | $120 | $0 | $0 | $0 |
| MISC OTHER DEDUCTION | $5,428 | $0 | $0 | $0 |
| TRAVEL AND LODGING | $324 | $0 | $0 | $0 |
| MEALS AND ENTERTAINMENT | $31 | $0 | $0 | $0 |
| GIFTS | $47 | $0 | $0 | $0 |
| DUES AND SUBSCRIPTIONS | $70,000 | $0 | $0 | $0 |
| OFFICE EXPENSES | $1 | $0 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CURRENT YEAR UNREALIZED GAINS FROM INVESTMENTS | Desc |
| Amt | $67,847,130 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| I/CO PAYABLE - DOR | $1,097,287 | $1,015,189 |
| ACCRUED TRADING PAYABLE | $0 | $47,545 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX | $236,985 | $0 | $0 | $0 |
| EMPLOYER TAXES | $1,668 | $0 | $0 | $0 |