COMISKY FAMILY FOUNDATION TR: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- COMISKY FAMILY FOUNDATION TR (EIN 23-7747091)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-05-04
- IRS object ID
- 202301249349101200
- Schema version
- 2022v5.0
- 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
- Other Decreases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-04T08:00:29-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320274136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237747091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMISKY FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMI | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GLENMEDE TRUST CO NA 1650 MARKE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037391 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW COMISKY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2023-04-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | YONG SHUAI CPA | PreparerPersonNm |
| PTIN | P01321359 | PTIN |
| Phone | 2154196000 | PhoneNum |
| Preparation | 2023-04-19 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | TrustedCustomerGrp |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $892,492 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $15,893 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $15,893 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $38,782 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $248,211 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $38,782 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $54,675 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $54,675 | TotalNetInvstIncmAmt |
| 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 Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,531 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,531 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,388 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $210 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $8,919 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,741 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $83,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $83,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $91,919 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,741 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $86,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$37,244 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $50,934 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $9,569 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,552 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $937,962 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $869,628 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $851,940 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $947,531 | TotalAssetsBOYAmt |
| Total Assets EOY | $910,180 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $892,492 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $947,531 | CapitalStockBOYAmt |
| Capital Stock EOY | $910,180 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $947,531 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $910,180 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $947,531 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $910,180 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $947,531 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$37,244 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $910,287 | SubtotalAmt |
| Other Decreases | $107 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $910,180 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 523. GQG EMERGING MARKETS EQUITY FUND | 2022-12-07 | 2022-12-22 | $6,966 | $7,050 | -$84 | -$84 | |
| 467. DIMENSIONAL WORLD EX US CORE EQUITY 2 | 2018-11-30 | 2022-07-21 | $9,975 | $9,635 | $340 | $340 | |
| 1000. DIMENSIONAL WORLD EX US CORE EQUITY 2 | 2018-11-30 | 2022-12-22 | $21,442 | $20,402 | $1,040 | $1,040 | |
| 337. GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2021-12-14 | 2022-03-07 | $9,669 | $10,828 | -$1,159 | -$1,159 | |
| 269.228 GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2021-12-14 | 2022-07-21 | $7,530 | $8,650 | -$1,120 | -$1,120 | |
| 94.772 GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2020-02-18 | 2022-07-21 | $2,651 | $2,730 | -$79 | -$79 | |
| 189. GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2020-02-18 | 2022-10-24 | $5,080 | $5,445 | -$365 | -$365 | |
| 199. GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2020-02-18 | 2022-12-07 | $5,656 | $5,733 | -$77 | -$77 | |
| 283.759 GLENMEDE EQUITY INCOME | 2021-12-14 | 2022-03-07 | $4,089 | $4,390 | -$301 | -$301 | |
| 56.241 GLENMEDE EQUITY INCOME | 2020-02-18 | 2022-03-07 | $810 | $731 | $79 | $79 | |
| 715. GLENMEDE EQUITY INCOME | 2020-02-18 | 2022-07-21 | $10,046 | $9,295 | $751 | $751 | |
| 364. GLENMEDE EQUITY INCOME | 2020-02-18 | 2022-10-24 | $5,078 | $4,732 | $346 | $346 | |
| 193. GLENMEDE EQUITY INCOME | 2020-02-18 | 2022-12-07 | $2,922 | $2,509 | $413 | $413 | |
| 162. GLENMEDE QUANT US LARGE CAP GROWTH | 2021-12-14 | 2022-03-07 | $4,832 | $5,480 | -$648 | -$648 | |
| 112. GLENMEDE QUANT US LARGE CAP GROWTH | 2021-12-14 | 2022-10-24 | $3,053 | $3,789 | -$736 | -$736 | |
| 98. GLENMEDE QUANT US LARGE CAP GROWTH | 2021-12-14 | 2022-12-07 | $2,789 | $3,315 | -$526 | -$526 | |
| 773.415 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2021-12-14 | 2022-03-07 | $21,362 | $22,460 | -$1,098 | -$1,098 | |
| 104.585 GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2020-12-15 | 2022-03-07 | $2,889 | $2,777 | $112 | $112 | |
| 63. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2020-12-15 | 2022-10-24 | $1,539 | $1,673 | -$134 | -$134 | |
| 220. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2020-12-15 | 2022-12-07 | $5,711 | $5,841 | -$130 | -$130 | |
| 434. OAKMARK INTERNATIONAL FUND | 2020-02-18 | 2022-07-21 | $9,986 | $10,373 | -$387 | -$387 | |
| 1017.253 OAKMARK INTERNATIONAL FUND | 2018-11-30 | 2022-12-07 | $24,231 | $20,526 | $3,705 | $3,705 | |
| 30. ISHARES S & P SMALLCAP 600/GRO | 2021-01-26 | 2022-12-06 | $3,356 | $3,808 | -$452 | -$452 | |
| 100. ISHARES S & P SMALLCAP 600/GRO | 2021-01-26 | 2022-12-22 | $10,743 | $12,694 | -$1,951 | -$1,951 | |
| 160.057 MATTHEWS PACIFIC TIGER FD - IS | 2021-12-15 | 2022-12-07 | $3,534 | $4,405 | -$871 | -$871 | |
| 751.653 MATTHEWS PACIFIC TIGER FD - IS | 2014-11-19 | 2022-12-07 | $16,597 | $20,158 | -$3,561 | -$3,561 | |
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P | |||||
| CAPITAL GAIN DIVIDENDS | $45,675 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $38,782 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $708 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $708 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $708 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,710 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $1,710 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,002 | OverpaymentAmt |
| Applied To ES Tax | $1,002 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | GLENMEDE TRUST CO N A | IndividualWithBooksNm |
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST SUITE 1200 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| IAN M COMISKY Esq | ||||||
| 1650 MARKET STREET SUITE 1200 | Philadelphia | PA | 19103 | TRUSTEE | 5 | $0 |
| MATTHEW J COMISKY Esq | ||||||
| 1650 MARKET STREET SUITE 1200 | Philadelphia | PA | 19103 | TRUSTEE | 5 | $0 |
| HOPE A COMISKY Esq | ||||||
| 1650 MARKET STREET SUITE 1200 | Philadelphia | PA | 19103 | TRUSTEE | 5 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $959,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $43,024 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,002,637 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,002,637 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,040 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $987,597 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,380 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,380 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $708 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $708 | TotalTaxAmt |
| Distributable Before Adj | $48,672 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $48,672 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $48,672 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $86,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $86,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $48,672 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $10,300 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $17,074 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $28,489 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $45,389 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $77,779 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $179,031 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $86,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $48,672 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,328 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $216,359 | 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 | $10,300 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $206,059 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $17,074 | ExcessFromYear4Amt |
| Excess From Year3 | $28,489 | ExcessFromYear3Amt |
| Excess From Year2 | $45,389 | ExcessFromYear2Amt |
| Excess From Year1 | $77,779 | ExcessFromYear1Amt |
| Excess From Current Year | $37,328 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Albert Einstein Healthcare Network | ||||||||
| 5501 OLD YORK ROAD | Philadelphia | PA | 19141 | NONE | PC | IN HONOR OF DR. STEVEN | $2,000 | |
| Anti Defamation League | ||||||||
| 8 PENN CENTER SUITE 900 1628 JFK | Philadelphia | PA | 191032103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $20,000 | |
| Beth Sholom Congregation | ||||||||
| 8231 OLD YORK ROAD | Elkins Park | PA | 19027 | NONE | PC | IN MEMORY OF MARVIN AND | $10,000 | |
| Center for Literacy | ||||||||
| 1420 PINE STREET | Philadelphia | PA | 19102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250 | |
| Congregation Beth Or | ||||||||
| 239 WELSH ROAD | Maple Glen | PA | 19002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,500 | |
| Lafayette College | ||||||||
| 730 HIGH ST | Easton | PA | 18042 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| Free Library of Philadelphia Foundation | ||||||||
| 1901 VINE STREET | Philadelphia | PA | 19103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |
| Indiana University Foundation | ||||||||
| 1275 E 10TH STREET 3080 | Bloomington | IN | 47405 | NONE | PC | KELLEY SCHOOL SHAREHOLDERS | $1,000 | |
| Israel Tennis Centers Foundation Inc | ||||||||
| 3275 W HILLSBORO BLVD STE 102 | Deerfield Beach | FL | 33442 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| Jewish National Fund | ||||||||
| 2100 ARCH STREET 3RD FLOOR | Philadelphia | PA | 19103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| Mann Center for the Performing Arts | ||||||||
| 123 S BROAD STREET SUITE 815 | Philadelphia | PA | 19109 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| Philadelphia Futures | ||||||||
| 123 SOUTH BROAD STREET SUITE 850 | Philadelphia | PA | 19102 | NONE | PC | GENERAL CHARITABLE PURPOSES | $500 | |
| Philadelphia Mural Arts Advocates | ||||||||
| 1727-29 MT VERNON STREET | Philadelphia | PA | 19130 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| Springside Chestnut Hill Academy | ||||||||
| 500 W WILLOW GROVE AVENUE | Philadelphia | PA | 19118 | NONE | PC | ROBOTICS PROGRAM | $2,500 | |
| Temple Beth Hillel - Beth El | ||||||||
| 1001 REMINGTON ROAD | Wynnewood | PA | 19096 | NONE | PC | SEEDS CAMPAIGN | $5,000 | |
| Temple University | ||||||||
| PO BOX 71340 | Philadelphia | PA | 191769761 | NONE | PC | TO SUPPORT THE MARVIN | $2,000 | |
| The Franklin Institute | ||||||||
| 222 NORTH 20TH STREET | Philadelphia | PA | 191031194 | NONE | PC | STEM SCHOLARS AND PACTS | $5,000 | |
| The Philadelphia Chorus | ||||||||
| PO BOX 42735 | Philadelphia | PA | 19101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250 | |
| Trustees of the University of | ||||||||
| 3451 WALNUT STREET 3RD FLOOR | Philadelphia | PA | 191046205 | NONE | PC | SUPPORT LIGHTWEIGHT AND | $2,000 | Pennsylvania |
| University of Pennsylvania Law School | ||||||||
| 3501 SANSOM STREET | Philadelphia | PA | 19104 | NONE | PC | SUPPORT THE MARVIN COMISKY | $2,000 | |
| William Penn Charter School | ||||||||
| 3000 W SCHOOL HOUSE LANE | Philadelphia | PA | 19144 | NONE | PC | TO SUPPORT THE BAND PROGRAM | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $83,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $15,893 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $38,782 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $54,675 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $54,675 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,000 | Amt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC ADJUSTMENTS | Desc |
| Amt | $107 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $3,531 | Amt |
| Net Investment Income | $3,531 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL TAX PAYMENT - PRIOR YE | $468 | $0 | $0 |
| FEDERAL ESTIMATES - PRINCIPAL | $1,710 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $171 | $171 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $39 | $39 | $0 |