DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: DRS MARIE UBERTI BENZ AND ROBERT L BENZ FOUNDATION (EIN 20-0219069)
Tax period: 2021-09-01 to 2022-08-31
Filed: 2022-11-07
IRS object ID: 202223119349100627
Schema version: 2021v4.2
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	2022-11-07T14:04:39-06:00	ReturnTs
Tax Period End	2022-08-31	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	THREE BALA PLAZA SUITE 501 WEST	AddressLine1Txt
City	BALA CYNWYD	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	190043484	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-09-01	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	2022-10-27	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	MARIE	PersonFirstNm
Person Last	BENZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	EDWARD W DORAN CPA	PreparerPersonNm
PTIN	P00841330	PTIN
Phone	6106684200	PhoneNum
Preparation	2022-10-27	PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$621,730	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	$33,311	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$33,311	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$4	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$4	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$4	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$33,315	TotalRevAndExpnssAmt
Total Net Invst Incm	$33,315	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	$1,796	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$898	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$898	AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss	$968	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$58	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$2,764	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$956	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$898	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$37,811	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$37,811	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$40,575	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$956	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$38,709	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$7,260	ExcessRevenueOverExpensesAmt
Net Investment Income	$32,359	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$64,767	CashBOYAmt
Cash EOY	$4,136	CashEOYAmt
Cash EOYFMV	$4,136	CashEOYFMVAmt
US Government Obligations BOY	$41,208	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$41,208	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$46,253	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$220,165	CorporateStockBOYAmt
Corporate Stock EOY	$273,536	CorporateStockEOYAmt
Corporate Stock EOYFMV	$277,687	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$282,135	CorporateBondsBOYAmt
Corporate Bonds EOY	$282,135	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$293,654	CorporateBondsEOYFMVAmt
Total Assets BOY	$608,275	TotalAssetsBOYAmt
Total Assets EOY	$601,015	TotalAssetsEOYAmt
Total Assets EOYFMV	$621,730	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	$725,027	RetainedEarningBOYAmt
Retained Earning EOY	$717,767	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$608,275	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$601,015	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$608,275	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$601,015	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$608,275	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$7,260	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$601,015	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$601,015	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
INTERNATIONAL PAPER - CASH IN LIEU	P	2010-12-31	2021-10-05	$2	$2	$2
AT&T -CASH IN LIEU	P	2010-12-31	2022-04-13	$2	$2	$2

Field	Value	IRS element (for citing)
Capital Gain Net Income	$4	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$450	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$450	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$450	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$464	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	$464	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$14	OverpaymentAmt
Applied To ES Tax	$14	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	$689,258	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$34,767	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$724,025	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$724,025	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$10,860	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$713,165	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$35,658	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$35,658	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$450	TaxBasedOnInvestmentIncomeAmt
Total Tax	$450	TotalTaxAmt
Distributable Before Adj	$35,208	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$35,208	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$35,208	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$38,709	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$38,709	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$35,208	DistributableAsAdjustedAmt
Undistributed Income PY	$37,096	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$38,709	QualifyingDistributionsAmt
Applied To Year1	$37,096	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$1,613	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	$33,595	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 (29 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	$1,508
ADOPT ME BLUEGRASS PET RESCUE
PO BOX 202	LAGRANGE	KY	40031	NONE	PC	CHARITABLE PURPOSES	$250
BIGHORN BASIN PALEONTOLOGICAL INSTITUTE
PO BOX 672	WILLOW GROVE	PA	19090	NONE	PC	CHARITABLE PURPOSES	$515
CAPE MAY COUNTY ZOOLOGICAL SOCIETY
PO BOX 864	CAPE MAY COURT HOUSE	NJ	08210	NONE	PC	CHARITABLE PURPOSES	$1,225
FRIENDS OF THE CYNWYD HERITAGE TRAIL
PO BOX 695	BALA CYNWYD	PA	19004	NONE	PC	CHARITABLE PURPOSES	$250
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	$3,650
LOWER MERION CONSERVANCY
1301 ROSE GLEN RD	GLADWYNE	PA	19035	NONE	PC	CHARITABLE PURPOSES	$1,000
LOWER MERION TOWNSHIP POLICE PENSION ASSOCIATION
71 E LANCASTER AVE	ARDMORE	PA	19003	NONE	PC	CHARITABLE PURPOSES	$250
MAIN LINE REFORM TEMPLE
410 MONTGOMERY AVE	WYNNEWOOD	PA	19096	NONE	PC	CHARITABLE PURPOSES	$1,030
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	$206
NATIONAL CONSTITUTION CENTER
525 ARCH ST INDEPENDENCE MALL	PHILA	PA	19106	NONE	PC	CHARITABLE PURPOSES	$500
NATIONAL KIDNEY FOUNDATION
111 S INDEPENDENCE MALL E STE 411	PHILADELPHIA	PA	19106	NONE	PC	CHARITABLE PURPOSES	$513
NEW JERSEY AUDUBON SOCIETY
9 HARDSCRABLLE RD	BERNARDSVILLE	NJ	07924	NONE	PC	CHARITABLE PURPOSES	$500
PENNSYLVANIA SPCA
350 E ERIE AVE	PHILADELPHIA	PA	19134	NONE	PC	CHARITABLE PURPOSES	$250
PHILADELPHIA MUSEUM OF ART
26TH ST BENJAMIN FRANKLIN PKWY	PHILADELPHIA	PA	19130	NONE	PC	CHARITABLE PURPOSES	$250
STONE HARBOR VOLUNTEER FIRE DEPT
PO BOX 539	STONE HARBOR	NJ	08247	NONE	PC	CHARITABLE PURPOSES	$100
THE FRANKLIN INSTITUTE
222 N 20TH ST	PHILA	PA	19103	NONE	PC	CHARITABLE PURPOSES	$250
TJU JEFFERSON FOUNDATION
901 WALNUT ST	PHILA	PA	19107	NONE	PC	CHARITABLE PURPOSES	$500
UNIVERSITY OF PENNSYLVANIA
3451 WALNUT ST	PHILADELPHIA	PA	19104	NONE	PC	CHARITABLE PURPOSES	$13,000
WETLANDS INSTITUTE STONE HARBOR
75 STONE HARBOR BLVD	STONE HARBOR	NJ	08247	NONE	PC	CHARITABLE PURPOSES	$103
SAINT RITA'S SHRINE
1166 S BROAD ST	PHILA	PA	19146	NONE	PC	CHARITABLE PURPOSES	$50
ENDOWMENT FUND OF MACCABI USA SPORTS FOR ISAREL
1511 WALNUT ST STE 401	PHILA	PA	19102	NONE	PC	CHARITABLE PURPOSES	$2,500
PENNSYLVANIA REGIONAL TRAINING CENTER
235 S 33RD ST	PHILA	PA	19104	NONE	PC	CHARITABLE PURPOSES	$5,000
REASON FOR HOPE
235 E 49TH ST	NEW YORK	NY	10017	NONE	PC	CHARITABLE PURPOSES	$511
LAST CHANCE RANCH
904 AIRPORT RD	S JASPER	AL	35501	NONE	PC	CHARITABLE PURPOSES	$150
AVALON DUNES
256 42ND ST	AVALON	NJ	08202	NONE	PC	CHARITABLE PURPOSES	$750

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$37,811	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	$33,311	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$4	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$33,315	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$33,315	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	$1,796	Amt
Net Investment Income	$898	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$898	DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	RBC WEALTH MANAGEMENT	BondNm
EOY Book Value	$282,135	EOYBookValueAmt
EOYFMV	$293,654	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
TD WATERHOUSE	$213,536	$217,949
RBC WEALTH MANAGEMENT	$60,000	$59,738

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	$41,208	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$46,253	StateLocalSecEOYFMVAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FEDERAL TAX	$910	$0	$0
FOREIGN TAXES	$58	$58	$0