THE PENN FRUIT FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- THE PENN FRUIT FOUNDATION (EIN 23-2120341)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2023-11-27
- IRS object ID
- 202303319349100700
- 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
- Gain Loss Sale Other Assets Sch
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-27T08:36:41-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 473771607 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOLOMON AND YAGLINSKI PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 595 SKIPPACK PIKE SUITE 100 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232120341 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PENN FRUIT FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | CO VAL ROSSMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PENN | BusinessNameControlTxt |
| Phone | 2158855555 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 LLANDRILLO ROAD | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VAL ROSSMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6105067770 | PhoneNum |
| Signature | 2020-11-14 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | VAL | PersonFirstNm |
| Person Last | ROSSMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | false | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORBERT L YAGLINSKI JR CPA | PreparerPersonNm |
| PTIN | P00009609 | PTIN |
| Phone | 2158855555 | PhoneNum |
| Preparation | 2023-11-14 | PreparationDt |
| 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 | $0 | 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 | $11,293 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $11,293 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $70,808 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,515 | GrossSalesPriceAmt |
| Total Rev And Expnss | $82,101 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,293 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,950 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $40,000 | OtherProfFeesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $41,950 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $57,225 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $57,225 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $99,175 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,225 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,074 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,293 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,329 | CashBOYAmt |
| Cash EOY | $2,483 | CashEOYAmt |
| Corporate Stock BOY | $841,986 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,041,375 | CorporateStockEOYAmt |
| Total Assets BOY | $847,315 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,043,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $0 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $847,315 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $1,043,858 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $847,315 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,043,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $847,315 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,043,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $847,315 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,074 | ExcessRevenueOverExpensesAmt |
| Other Increases | $214,428 | OtherIncreasesAmt |
| Subtotal | $1,044,669 | SubtotalAmt |
| Other Decreases | $811 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,043,858 | TotNetAstOrFundBalancesEOYAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $157 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $157 | SubtotalAmt |
| Tax Based On Investment Income | $157 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $811 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $811 | TotalPaymentsAndCreditsAmt |
| Overpayment | $654 | OverpaymentAmt |
| Applied To ES Tax | $654 | AppliedToESTaxAmt |
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 | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | VALROSSMAN@GMAIL.COM | WebsiteAddressTxt |
| Individual With Books | VAL ROSSMAN | IndividualWithBooksNm |
| Phone | 2158855555 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 LLANDRILLO ROAD | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | VAL ROSSMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 334 LLANDRILLO ROAD | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 000.00 | 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 |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE PENN FRUIT FOUNDATION GOALS ARE TO CONTRIBUTE FUNDS TO CHARITABLE, NOT FOR PROFIT ORGANIZATIONS. THE FOUNDATION'S INTENT IS TO CONTRIBUTE TO ORGANIZATIONS IN THE AREA OF HUMANITARIAN AID, EDUCATION AND THE ARTS. | Description1Txt |
| Expenses1 | $16,000 | Expenses1Amt |
| Description2 | THE PENN FRUIT FOUNDATION GOALS ARE TO CONTRIBUTE FUNDS TO CHARITABLE, NOT FOR PROFIT ORGANIZATIONS. THE FOUNDATION'S INTENT IS TO CONTRIBUTE TO ORGANIZATIONS IN THE AREA OF HUMANITARIAN AID, EDUCATION AND THE ARTS. | Description2Txt |
| Expenses2 | $11,000 | Expenses2Amt |
| Description3 | THE PENN FRUIT FOUNDATION GOALS ARE TO CONTRIBUTE FUNDS TO CHARITABLE, NOT FOR PROFIT ORGANIZATIONS. THE FOUNDATION'S INTENT IS TO CONTRIBUTE TO ORGANIZATIONS IN THE AREA OF HUMANITARIAN AID, EDUCATION AND THE ARTS. | Description3Txt |
| Expenses3 | $4,875 | Expenses3Amt |
| Description4 | THE PENN FRUIT FOUNDATION GOALS ARE TO CONTRIBUTE FUNDS TO CHARITABLE, NOT FOR PROFIT ORGANIZATIONS. THE FOUNDATION'S INTENT IS TO CONTRIBUTE TO ORGANIZATIONS IN THE AREA OF HUMANITARIAN AID, EDUCATION AND THE ARTS. | Description4Txt |
| Expenses4 | $4,565 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $79,540 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $24,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $103,570 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $103,570 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,554 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $102,016 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $5,101 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,225 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $57,225 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $57,225 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $57,225 | RemainingDistriFromCorpusAmt |
| Total Corpus | $57,225 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $57,225 | CurrentYearAmt |
| Year1 | $62,703 | Year1Amt |
| Year2 | $55,872 | Year2Amt |
| Year3 | $69,870 | Year3Amt |
| Total | $245,670 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $57,225 | CurrentYearAmt |
| Year1 | $62,703 | Year1Amt |
| Year2 | $55,872 | Year2Amt |
| Year3 | $69,870 | Year3Amt |
| Total | $245,670 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $3,401 | CurrentYearAmt |
| Year1 | $30,888 | Year1Amt |
| Year2 | $29,470 | Year2Amt |
| Total | $63,759 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (34 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ASTRAL ARTISTS | ||||||||
| 1500 WALNUT STREET | SUITE 413 | PHILADELPHIA | PA | 19102 | NONE | CHARITABLE | UNRESTRICTED | $100 |
| BALA CYNWYD LIBRARY | ||||||||
| 131 OLD LANCASTER ROAD | BALA CYNWYD | PA | 19004 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| BALDWIN SCHOOL | ||||||||
| 701 MONTGOMERY AVENUE | BRYN MAWR | PA | 19010 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| BARNES FOUNDATION | ||||||||
| 2025 BENJAMIN FRANKLIN PK | PHILADELPHIA | PA | 19130 | NONE | CHARITABLE | UNRESTRICTED | $1,250 | |
| BETH DAVID SYNAGOGUE | ||||||||
| 1130 VAUGHAN LANE | GLADWYNE | PA | 19035 | NONE | CHARITABLE | UNRESTRICTED | $11,000 | |
| CYNWYD HERITAGE TRAIL | ||||||||
| PO BOX 695 | BALA CYNWYD | PA | 19004 | NONE | CHARITABLE | UNRESTRICTED | $500 | |
| DARTMOUTH MEN'S LACROSSE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037554400 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| FED ALLIED JEWISH APPEAL | ||||||||
| PO BOX 95000 | PHILADELPHIA | PA | 19195 | NONE | CHARITABLE | UNRESTRICTED | $500 | |
| FOUNDATION FOR ENDODONTICS | ||||||||
| 180 N STETSON AVENUE | SUITE 1500 | CHICAGO | IL | 60601 | NONE | CHARITABLE | UNRESTRITED | $1,000 |
| HAVERFORD SCHOOL | ||||||||
| 450 LANCASTER AVENUE | HAVERFORD | PA | 19041 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| IMPACT 100 | ||||||||
| PO BOX 275 | WYNNEWOOD | PA | 19096 | NONE | CHARITABLE | UNRISTRICTED | $1,150 | |
| LOWE MERION CONSERVANCY | ||||||||
| 1301 ROSE GLEN ROAD | GLADWYNE | PA | 19035 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| VARIOUS - MISCELLANEOUS | ||||||||
| 334 LLANDRILLO ROAD | BALA CYNWYD | PA | 190042335 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| PENN DENTAL MEDICINE | ||||||||
| 240S 40TH STREET | PHILADELPHIA | PA | 19104 | NONE | CHARITABLE | UNRESTICTED | $2,320 | |
| PHILA MUSEUM OF ART | ||||||||
| 2600 BENJAMIN FRANKLIN PK | PHILADELPHIA | PA | 19130 | NONE | CHARITABLE | UNRESTICTED | $3,000 | |
| PHILADELPHIA ORCHESTRA | ||||||||
| 240 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | CHARITABLE | UNRESTRICTED | $4,565 | |
| PHILADELPHIA ZOO | ||||||||
| 3400 W GIRARD AVENUE | PHILADELPHIA | PA | 19104 | NONE | CHARITABLE | UNRESTRICTED | $275 | |
| SCIENCE ON THE FLY | ||||||||
| 149 WOODS HOLE ROAD | FALMOUTH | MA | 02540 | NONE | CHARITABLE | UNRESTRICTED | $1,250 | |
| SPHINX AT DARTMOUTH | ||||||||
| EAST WHEELOCK STREET | HANOVER | NH | 03755 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 20466 | STANDFORD | CA | 943090466 | NONE | CHARITABLE | UNRESTRICTED | $3,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET | SUITE 300 | PHILADELPHIA | PA | 191045099 | NONE | CHARITABLE | UNRESTRICTED | $250 |
| WAYNE ART CENTER | ||||||||
| 413 MAPLEWOOD AVENUE | WAYNE | PA | 19087 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| WOODMERE ART MUSEUM | ||||||||
| 9201 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| CRAFT NOW | ||||||||
| 100 SOUTH JUNIPER STREET | PHILADELPHIA | PA | 19107 | NONE | CHARITABLE | UNRESTRICTED | $500 | |
| BALA CYNWYD NEIGHBORHOOD CLUB | ||||||||
| PO BOX 717 | BALA CYNWYD | PA | 19004 | NONE | CHARITABLE | UNRESTRICTED | $200 | |
| BALA AVENUE ARTS | ||||||||
| 1107 SPRUCE STREET | PHILADELPHIA | PA | 19107 | NONE | CHARITABLE | UNRSTRICTED | $250 | |
| CONGREGATION RODEPH SHALOM | ||||||||
| 615 N BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | CHARITABLE | UNRESTRICTED | $4,875 | |
| WILSON CONCERT SERIES | ||||||||
| 604 NORTH CHESTER ROAD | SWARTHMORE | PA | 19081 | NONE | CHARITABLE | UNRESTRICTED | $1,000 | |
| VILLANOVA LAW SCHOOL | ||||||||
| 299 NORTH SPRING MILL ROA | VILLANOVA | PA | 19085 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| TEMPLE UNIV TYLER SCHOOL OF ART | ||||||||
| PO BOX 2890 | NEW YORK | NY | 10116 | NONE | CHARITABLE | UNRESTRICTED | $16,000 | |
| MICHAEL BRAFFMAN MEDICAL EDUCATION | ||||||||
| 3535 MARKET STREET | SUITE 750 | PHILADELPHIA | PA | 19104 | NONE | CHARITABLE | UNRESTRICTED | $900 |
| BRYN MAWR FILM INSTITUTE | ||||||||
| 824 WEST LANCASTER AVENUE | BRYN MAWR | PA | 19010 | NONE | CHARITABLE | UNRESTRICTED | $90 | |
| SOUTHERN ALLEGHENIES MUSEUM OF ART | ||||||||
| 137 E PITT STREET | BEDFORD | PA | 15220 | NONE | CHARITABLE | UNRESTRICTED | $1,000 | |
| INLIQUID | ||||||||
| 1400 N AMERICAN STREET | STUDIO 314 | PHILADELPHIA | PA | 19122 | NONE | CHARITABLE | UNRESTRICTED | $200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $57,225 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $11,293 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $70,808 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $82,101 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $82,101 | TotalIncomeProducingActyAmt |
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 | SOLOMON & YAGLINKSI PC | CategoryTxt |
| Amt | $1,950 | Amt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (4 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| FIDELITY INVESTMENTS | PURCHASE | $35,834 | $5,570 | $30,264 |
| FIDELITY INVESTMENTS | PURCHASE | $28,169 | $4,285 | $23,884 |
| FIDELITY INVESTMENTS | PURCHASE | $17,385 | $6,074 | $11,311 |
| FIDELITY INVESTMENTS | PURCHASE | $8,127 | $2,778 | $5,349 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt |
|---|---|
| APPLE | $256,155 |
| BOEING | $112,092 |
| CARRIER GLOBAL CORPORATION COM | |
| CATERPILLAR | $90,420 |
| CHEVRON CORP NEW COM | $14,573 |
| CISCO | $26,065 |
| COMCAST | $12,387 |
| CVS HEALTH CORPORATON | $6,901 |
| DEERE & CO | $36,536 |
| DISNEY WALT CO | $20,398 |
| ELI LILLY AND CO | $49,854 |
| IBM | $9,112 |
| INTEL | $10,950 |
| JOHNSON & JOHNSON | |
| KYNDRYL HOLDINGS INC | $176 |
| LOCKHEED MARTIN | $45,464 |
| MEDTRONIC PLC | $3,175 |
| MERCK | $10,270 |
| MICROSOFT | $84,528 |
| NVIDIA | $244,679 |
| OTIS WORLDWIDE CORP | |
| PFIZER | $7,640 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL TAXES 2023 | Desc |
| Amt | $811 | Amt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION | Desc |
| Amt | $214,428 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DIRECTORS FEES | CategoryTxt |
| Amt | $40,000 | Amt |