DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION (EIN 20-0219069)
- Tax period
- 2023-09-01 to 2024-08-31
- Filed
- 2024-11-01
- IRS object ID
- 202433069349100818
- Schema version
- 2023v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-01T09:13:32-05:00 | ReturnTs |
| Tax Period End | 2024-08-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 236410283 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ISDANER & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BALA PLAZA SUITE 502 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-09-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200219069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DRS MARIE UBERTI BENZ AND | BusinessNameLine1Txt |
| Business Name Line2 | ROBERT L BENZ FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DRSM | BusinessNameControlTxt |
| Phone | 6104530354 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 345 | AddressLine1Txt |
| City | NARBERTH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19072 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE BENZ | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6104530354 | PhoneNum |
| Signature | 2024-10-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EDWARD W DORAN CPA | PreparerPersonNm |
| PTIN | P00841330 | PTIN |
| Phone | 6106684200 | PhoneNum |
| Preparation | 2024-10-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $666,706 | 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 |
| Dividends Rev And Expnss | $31,638 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,638 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,720 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,294 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,720 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $33,358 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $33,358 | 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 | $2,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,000 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $6 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $6 | InterestNetInvstIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $570 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $89 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,576 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,095 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $27,958 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $27,958 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $30,534 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,095 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $28,958 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,824 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1,181 | CashBOYAmt |
| Cash EOY | $7,948 | CashEOYAmt |
| Cash EOYFMV | $7,948 | CashEOYFMVAmt |
| US Government Obligations BOY | $41,208 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $36,649 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $40,956 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $272,499 | CorporateStockBOYAmt |
| Corporate Stock EOY | $260,753 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $305,560 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $282,135 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $292,135 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $312,242 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $594,661 | TotalAssetsBOYAmt |
| Total Assets EOY | $597,485 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $666,706 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | -$116,752 | CapitalStockBOYAmt |
| Capital Stock EOY | -$116,752 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $711,413 | RetainedEarningBOYAmt |
| Retained Earning EOY | $714,237 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $594,661 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $597,485 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $594,661 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $597,485 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $594,661 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,824 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $597,485 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $597,485 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| NY COMMUNITY BANCORP | P | 2010-12-31 | 2024-08-01 | $63 | $15 | $48 | $48 |
| WARNER BROS (SPINOFF AT&T | P | 2010-12-31 | 2023-12-04 | $1,135 | $1,135 | $1,135 | |
| FNB CORP 7.25% | P | 2013-10-30 | 2024-02-15 | $15,000 | $15,000 | $0 | $0 |
| NEW YORK NYC INDL DEV AGY 3/1/46 5.9% | P | 2010-12-31 | 2024-03-01 | $5,000 | $4,559 | $441 | $441 |
| SOUTHER COPPER CORP | P | 2010-12-31 | 2024-05-01 | $92 | $92 | $92 | |
| NEW YORK COMMUNITY BANK CORP | P | 2010-12-31 | 2024-07-01 | $4 | $4 | $4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,720 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $448 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $448 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $448 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $460 | 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 | $460 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $12 | OverpaymentAmt |
| Applied To ES Tax | $12 | 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 | 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 | MARIE ROBERT BENZ | IndividualWithBooksNm |
| Phone | 6104530354 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 S WOODBINE AVE | AddressLine1Txt |
| City | PENN VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19072 | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| DR MARIE UBERTI BENZ | ||||||||
| 301 S WOODBINE AVE | PENN VALLEY | PA | 19072 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| DR ROBERT L BENZ | ||||||||
| 301 S WOODBINE AVE | PENN VALLEY | PA | 19072 | TRUSTEE | 1.00 | $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 |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $633,208 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $17,368 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $650,576 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $650,576 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $9,759 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $640,817 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $32,041 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $32,041 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $448 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $448 | TotalTaxAmt |
| Distributable Before Adj | $31,593 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $31,593 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $31,593 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $28,958 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $28,958 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $31,593 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $27,465 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $28,958 | QualifyingDistributionsAmt |
| Applied To Year1 | $27,465 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,493 | 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 | $30,100 | 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 | DR MARIE UBERTI BENZ | ContributingManagerNm |
| Contributing Manager | DR ROBERT L BENZ | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DRS MARIE UBERTI BENZ ROBERT L BENZ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 S WOODBINE AVE | AddressLine1Txt |
| City | PENN VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6104530354 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION HAS NO REQUIRED FORM. ALL INFORMATION THAT THE REQUESTING ORGANIZATION DEEMS APPROPRIATE SHOULD BE SUBMITTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | THERE ARE NO RESTRICTIONS OR LIMITATIONS ON AWARDS OTHER THAN THEY BE USED FOR QUALIFIED PURPOSES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACADEMY OF NATURAL SCIENCES - DREXEL UNIV | |||||||
| 1900 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19103 | NONE | PC | CHARITABLE PURPOSES | $500 |
| AVALON RESCUE SQUAD | |||||||
| PO BOX 233 | AVALON | NJ | 08202 | NONE | PC | CHARITABLE PURPOSES | $100 |
| BIGHORN BASIN PALEONTOLOGICAL INSTITUTE | |||||||
| PO BOX 672 | WILLOW GROVE | PA | 19090 | NONE | PC | CHARITABLE PURPOSES | $250 |
| CAPE MAY COUNTY ZOOLOGICAL SOCIETY | |||||||
| PO BOX 864 | CAPE MAY COURT HOUSE | NJ | 08210 | NONE | PC | CHARITABLE PURPOSES | $500 |
| FRIENDS OF THE AVALON VOLUNTEER FIRE DEPT | |||||||
| 3100 DUNE DR | AVALON | NJ | 08202 | NONE | PC | CHARITABLE PURPOSES | $100 |
| FRIENDS OF THE CYNWYD HERITAGE TRAIL | |||||||
| PO BOX 695 | BALA CYNWYD | PA | 19004 | NONE | PC | CHARITABLE PURPOSES | $258 |
| JUDICIAL WATCH | |||||||
| 425 THIRD ST SW | WASHINGTON | DC | 20024 | NONE | PC | CHARITABLE PURPOSES | $1,000 |
| KIMMEL CENTER | |||||||
| 260 S BROAD ST | PHILA | PA | 19102 | NONE | PC | CHARITABLE PURPOSES | $1,000 |
| LANKENAU HOSPITAL | |||||||
| 100 E LANCASTER AVE | WYNNEWOOD | PA | 19096 | NONE | PC | CHARITABLE PURPOSES | $2,500 |
| MANN MUSIC CENTER | |||||||
| 5201 PARKSIDE AVE | PHILA | PA | 19131 | NONE | PC | CHARITABLE PURPOSES | $1,000 |
| NARBERTH AMBULANCE | |||||||
| 101 SIBLEY AVE | ARDMORE | PA | 19003 | NONE | PC | CHARITABLE PURPOSES | $100 |
| PENNSYLVANIA REGIONAL TRAINING CENTER | |||||||
| 235 S 33RD ST | PHILA | PA | 19104 | NONE | PC | CHARITABLE PURPOSES | $5,000 |
| PHILADELPHIA ZOO | |||||||
| 3400 W GIRARD AVE | PHILADELPHIA | PA | 19104 | NONE | PC | CHARITABLE PURPOSES | $1,000 |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | NONE | PC | CHARITABLE PURPOSES | $7,500 |
| FRIENDS OF THE ISREAL DEFENSE FORCES | |||||||
| 60 EAST 42ND STREET | NEW YORK | NY | 10165 | NONE | PC | CHARITABLE PURPOSES | $5,000 |
| CRU | |||||||
| 100 LAKE HART DR | ORLANDO | FL | 32832 | NONE | PC | CHARITABLE PURPOSES | $50 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 20 W 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | CHARITABLE PURPOSES | $2,000 |
| SIGMA NU EDUCATIONAL FOUDATION INC | |||||||
| PO BOX 1869 | LEXINGTON | VA | 24450 | NONE | PC | CHARITABLE PURPOSES | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $27,958 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,638 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,720 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND DUE TO OVERPAYMENT OF ESTIMATES | Desc |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $33,358 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $33,358 | 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 | $2,000 | Amt |
| Net Investment Income | $1,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (13 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| HOWMET AEROSPACE (FKA ALCOA) 2/1/27 5.9% | $9,881 | $10,307 |
| AT&T INC 3/15/42 5.15% | $10,003 | $9,721 |
| BELLSOUTH COMMUNICATION 11/15/45 5.85% | $14,663 | $14,487 |
| CITIGROUP INC | $25,012 | $26,748 |
| GENERAL MOTORS 4/1/45 5.2% | $9,919 | $9,193 |
| GOLDMAN SACHS GROUP INC 5.75 7/15/41 | $45,000 | $48,329 |
| GOLDMAN SACHS GROUP INC GLOBAL BONDS 6.45% 5/1/36 | $69,770 | $77,344 |
| JPMORGAN CHASE & CO 8/16/43 5.625% | $24,989 | $26,555 |
| KINDER MORGAN 6/1/25 4.3% | $4,416 | $4,970 |
| VERIZON MARYLAND INC 5.125% 6/15/33 | $13,407 | $14,805 |
| WESTERN UN CO NT 6.2% | $48,070 | $52,470 |
| WEYERHAEUSER CO 6.95% 10/01/27 | $7,005 | $7,453 |
| JP MORGAN CHASE & CO 8/30/44 5.25 | $10,000 | $9,860 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (34 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ANNALY CPAITAL MANAGEMENT | $7,237 | $2,883 |
| AT&T | $20,049 | $14,428 |
| BLACK STONE MINERALS LP | $3,324 | $2,984 |
| BOEING | $2,349 | $2,085 |
| CISCO SYSTEMS INC | $12,849 | $27,797 |
| CITIGROUP | $8,831 | $2,506 |
| CRISPR THERAPEUTICS | $2,326 | $1,432 |
| DEVON ENERGY CORP | $1,813 | $1,567 |
| DOW INC | $10,137 | $9,377 |
| ENBRIDGE INC | $11,740 | $12,054 |
| FORD MOTOR CO | $2,714 | $1,679 |
| GENERAL MOTORS CO | $627 | $597 |
| IBM | $3,150 | $5,053 |
| INTEL | $12,900 | $12,122 |
| INTERCONTINENTAL EXCHANGE INC | $5,518 | $16,963 |
| INTERNATIONAL PAPER | $540 | $581 |
| JP MORGAN CHASE & CO | $1,127 | $1,798 |
| KINDER MORGAN | $973 | $1,251 |
| MARVELL TECHNOLOGY INC | $1,144 | $1,906 |
| MEDTRONIC INC | $10,852 | $19,931 |
| NAVIOS MARITIME PARTNERS | $8,266 | $2,144 |
| NEW YORK COMMUNITY BANCORP | $41,334 | $12,824 |
| NORDIC AMER TANKER | $15,138 | $1,488 |
| NVIDIA CORP | $1,792 | $8,356 |
| ORACLE | $3,263 | $38,855 |
| PPL CORP | $4,321 | $4,787 |
| SEVENTY SEVEN ENERGY INC | $160 | $0 |
| SOUTHER COPPER CORP | $12,256 | $47,402 |
| VERIZON | $9,023 | $6,476 |
| AT&T 5.35% | $10,000 | $9,580 |
| AT&T 5.00% | $5,000 | $4,372 |
| JPMORGAN CHASE & CO 5.75% | $10,000 | $9,988 |
| JP MORGAN CHASE & CO 6.00% | $20,000 | $20,176 |
| KYNDRYL HOLDINGS | $0 | $118 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $36,649 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $40,956 | StateLocalSecEOYFMVAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX | $481 | $0 | $0 |
| FOREIGN TAXES | $89 | $89 | $0 |