THE PENN FRUIT FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE PENN FRUIT FOUNDATION (EIN 23-2120341)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-01-20
- IRS object ID
- 202100209349100400
- Schema version
- 2019v5.0
- 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
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-01-20T07:31:38-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 2019-11-01 | 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 | 2020-01-20 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NORBERT L YAGLINSKI JR CPA | PreparerPersonNm |
| PTIN | P00009609 | PTIN |
| Phone | 2158855555 | PhoneNum |
| Preparation | 2021-01-20 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $760,525 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $121 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $121 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $14,613 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $14,613 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $91,587 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $350,826 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $91,587 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $144 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $144 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $106,465 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $106,465 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $285 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $285 | LegalFeesNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $1,922 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,922 | AccountingFeesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $120 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $2,327 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,327 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $69,870 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $69,870 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $72,197 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,327 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $69,870 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $34,268 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $104,138 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,772 | CashBOYAmt |
| Cash EOY | $20,908 | CashEOYAmt |
| Cash EOYFMV | $20,908 | CashEOYFMVAmt |
| Corporate Stock BOY | $592,065 | CorporateStockBOYAmt |
| Corporate Stock EOY | $739,617 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $739,617 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $104,546 | OtherInvestmentsBOYAmt |
| Total Assets BOY | $752,383 | TotalAssetsBOYAmt |
| Total Assets EOY | $760,525 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $760,525 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $752,383 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $760,525 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $752,383 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $760,525 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $752,383 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $760,525 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $752,383 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $34,268 | ExcessRevenueOverExpensesAmt |
| Subtotal | $786,651 | SubtotalAmt |
| Other Decreases | $26,126 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $760,525 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| VARIOUS | P | $2,134 | $2,043 | $91 | $91 |
| VARIOUS | P | $347,759 | $257,196 | $90,563 | $90,563 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $91,587 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $91 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $31,155 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $751,353 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.041465 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,398 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $765,578 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.009663 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $6,250 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $709,971 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.008803 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $27,721 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $292,402 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.094804 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $21,102 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $705,914 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.029893 | DistributionYr5Rt |
| Total Distribution | 0.184628 | TotalDistributionRt |
| Average Distribution | 0.036926 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,041 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,041 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $69,870 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $1,041 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,041 | SubtotalAmt |
| Tax Based On Investment Income | $1,041 | TaxBasedOnInvestmentIncomeAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $19 | EsPenaltyAmt |
| Tax Due | $1,060 | TaxDueAmt |
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 | Yes (true) | UndistributedIncomePYInd |
| Undistributed Income PY1 | 2016 | UndistributedIncomePY1Yr |
| Undistr Incm Sect4942a2 Not App | Yes (true) | UndistrIncmSect4942a2NotAppInd |
| 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 | $12,500 | 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 | $10,000 | 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 | $4,500 | 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 | $3,650 | 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 | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $69,870 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $69,870 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,041 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $68,829 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Undistributed Income PY | $4,973 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Total For Prior Years | $14,554 | TotalForPriorYearsAmt |
| Qualifying Distributions | $69,870 | QualifyingDistributionsAmt |
| Applied To Year1 | $4,973 | AppliedToYear1Amt |
| Remaining Distri From Corpus | $64,897 | RemainingDistriFromCorpusAmt |
| Total Corpus | $64,897 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $14,554 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $14,554 | PriorYearDeficiencyOrTaxAmt |
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 | $69,870 | CurrentYearAmt |
| Year1 | $31,875 | Year1Amt |
| Year2 | $7,693 | Year2Amt |
| Year3 | $6,250 | Year3Amt |
| Total | $115,688 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $69,870 | CurrentYearAmt |
| Year1 | $31,875 | Year1Amt |
| Year2 | $7,693 | Year2Amt |
| Year3 | $6,250 | Year3Amt |
| Total | $115,688 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year1 | $25,045 | Year1Amt |
| Year3 | $23,666 | Year3Amt |
| Total | $48,711 | 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 (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN MEDICAL CENTER | ||||||||
| 5501 OLD YORK ROAD | GROUND FLOOR | PHILADELPHIA | PA | 19141 | NONE | CHARITABLE | UNRESTRICTED | $12,500 |
| AMERICAN ACADEMY OF PEDIATRICS | ||||||||
| 211 EAST CHICAGO AVENUE | SUITE 1600 | CHICAGO | IL | 60611 | NONE | CHARITABLE | UNRESTRICTED | $200 |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET NW | ATLANTA | GA | 30303 | NONE | CHARITABLE | UNRISTRICTED | $100 | |
| AMERICAN RIVERS | ||||||||
| 1101 14 STREET NW | WASHINGTON | DC | 20005 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 1500 MARKET STREET | WEST TOWER SUITE 2415 | PHILADELPHIA | PA | 19130 | NONE | CHARITABLE | UNRESTRICTED | $250 |
| ARTIST IN WILDERNESS | ||||||||
| PO BOX 1442 | CARBONDALE | CO | 81623 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| ASTRAL ARTISTS | ||||||||
| 1500 WALNUT STREET | SUITE 413 | PHILADELPHIA | PA | 19102 | NONE | CHARITABLE | UNRESTRICTED | $1,500 |
| AUTISM SPEAKS | ||||||||
| 1060 STATE ROAD | 2ND FLOOR | PRINCETON | NJ | 08540 | NONE | CHARITABLE | UNRESTRICTED | $200 |
| BALA CYNWYD LIBRARY | ||||||||
| 131 OLD LANCASTER ROAD | BALA CYNWYD | PA | 19004 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| BALDWIN SCHOOL | ||||||||
| 701 MONTGOMERY AVENUE | BRYN MAWR | PA | 19010 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| BE THE MARCH FOUNDATION | ||||||||
| PO BOX 1450 | MINNEAPOLIS | MN | 55485 | NONE | CHARITABLE | UNRESTRITED | $200 | |
| BETH DAVID SYNAGOGUE | ||||||||
| 1130 VAUGHAN LANE | GLADWYNE | PA | 19035 | NONE | CHARITABLE | UNRESTRICTED | $10,000 | |
| BRYN MAWR FILM INSTITUTE | ||||||||
| 824 WEST LANCASTER AVENUE | BRYN MAWR | PA | 19010 | NONE | CHARITABLE | UNRESTRICTED | $90 | |
| CONGREGATION RODEPH SHALOM | ||||||||
| 615 N BRAOD STREET | PHILADELPHIA | PA | 19123 | NONE | CHARITABLE | UNRESTRICTED | $3,650 | |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| CURTIS INST OF MUSIC | ||||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | NONE | CHARITABLE | UNRESTRICTED | $500 | |
| CYNWYD HERITAGE TRAIL | ||||||||
| PO BOX 695 | BALA CYNWYD | PA | 19004 | NONE | CHARITABLE | UNRESTRICTED | $500 | |
| DARTMOUTH COLLEGE | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 037554400 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| DARTMOUTH LAX | ||||||||
| 6066 DEVELOPMENT OFFICE | HANOVER | NH | 03755 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| DIENTES COMMUNITY DENTAL CARE | ||||||||
| 5300 SOQUEL AVENUE | SUITE 103 | SANTA CRUZ | CA | 95062 | NONE | CHARITABLE | UNRESTRICTED | $200 |
| EMILY'S ENTOURAGE | ||||||||
| PO BOX 71 | MERION STATION | PA | 19066 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| FAIRMOUNT PARK CONSERVATORY | ||||||||
| RESEVOIR DRIVE | PHILADELPHIA | PA | 19119 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| FAJA | ||||||||
| PO BOX 95000 | PHILADELPHIA | PA | 191954000 | NONE | CHARITABLE | UNRESTRICTED | $1,000 | |
| FRIENDS OF THE WISSAHICKON | ||||||||
| 40 W EVERGREEN AVENUE | SUITE 108 | PHILADELPHIA | PA | 191954000 | NONE | CHARITABLE | UNRESTRICTED | $250 |
| GIFT OF LIFE | ||||||||
| 401 N 3RD STREET | PHILADELPHIA | PA | 19123 | NONE | CHARITABLE | UNRESTRICTED | $550 | |
| IMPACT 100 | ||||||||
| PO BOX 275 | WYNNEWOOD | PA | 19096 | NONE | CHARITABLE | UNRISTRICTED | $1,150 | |
| INLIQUID | ||||||||
| 1400 N AMERICAN STREET | SUITE 314 | PHILADELPHIA | PA | 19122 | NONE | CHARITABLE | UNRESTRICTED | $200 |
| JEVS | ||||||||
| 1845 WALNUT STREET | 7TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | CHARITABLE | UNRESTRICTED | $250 |
| JUVENILE DIABETES RESEARCH FUND | ||||||||
| 120 GULPH ROAD | WYNNEWOOD | PA | 19096 | NONE | CHARITABLE | UNRESTRICTED | $50 | |
| LARCHMONT COMM COUNSELING CENTER | ||||||||
| 234 STANLEY AVENUE | MAMARONECK | NY | 10543 | NONE | CHARITABLE | UNRESTRICTED | $50 | |
| LOWER MERION CONSERVANCY | ||||||||
| 1301 ROSE GLEN ROAD | GLADWYNE | PA | 19035 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| MULTIPLE SCLEROSIS | ||||||||
| 900 S BROODWAY | SUITE 200 | DENVER | CO | 80209 | NONE | CHARITABLE | UNRESTRICTED | $100 |
| MURAL ARTS | ||||||||
| 1727 MT VERNON STREET | PHILADELPHIA | PA | 19130 | NONE | CHARITABLE | UNRISTRICTED | $100 | |
| MYELOPROLIFERATIVE NEOPLASM RESEARC | ||||||||
| 180 N MICHIGAN AVENUE | SUITE 1870 | CHICAGO | IL | 60601 | NONE | CHARITABLE | UNRESTRICTED | $200 |
| NARBERTH AMBULANCE | ||||||||
| 101 SIBLEY AVENUE | ARDMORE | PA | 19003 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| NATIONAL RESOURCES DEFENSE COUNCIL | ||||||||
| PO BOX 1830 | MERRIFIELD | VA | 221168030 | NONE | CHARITABLE | UNRESTRICTED | $200 | |
| PENN DENTAL | ||||||||
| 240 S 40TH STREET | PHILADELPHIA | PA | 19104 | NONE | CHARITABLE | UNRESTRICTED | $3,200 | |
| PENN DENTAL MEDICINE | ||||||||
| 240S 40TH STREET | PHILADELPHIA | PA | 19104 | NONE | CHARITABLE | UNRESTICTED | $2,000 | |
| PHILA MUSEUM OF ART | ||||||||
| 1528 WALNUT STREET | SUITE 301 | PHILADELPHIA | PA | 19102 | NONE | CHARITABLE | UNRESTRICTED | $500 |
| PHILA MUSEUM OF ART | ||||||||
| 2600 BENJAMIN FRANKLIN PK | PHILADELPHIA | PA | 19130 | NONE | CHARITABLE | UNRESTICTED | $500 | |
| PHILADELPHIA ORCHESTRA | ||||||||
| 240 S BROAD STREET | PHILADELPHIA | PA | 19107 | NONE | CHARITABLE | UNRESTRICTED | $4,500 | |
| PHILADELPHIA ZOO | ||||||||
| 3400 W GIRARD AVENUE | PHILADELPHIA | PA | 19104 | NONE | CHARITABLE | UNRESTRICTED | $153 | |
| PROJECT HOME | ||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| SPHINX AT DARTMOUTH | ||||||||
| EAST WHEELOCK STREET | HANOVER | NH | 03755 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| STANFORD UNIVERSITY | ||||||||
| PO BOX 20466 | STANFORD | CA | 943090466 | NONE | CHARITABLE | UNRESTRICTED | $500 | |
| TEMPE UNIVERSITY | ||||||||
| 1801 NORTH BROAD STREET | PHILADELPHIA | PA | 19122 | NONE | CHARITABE | UNRESTRICTED | $250 | |
| THE FOUNDATION OF THE AAE | ||||||||
| 180 N STETSON AVENUE | SUITE 1500 | CHICAGO | IL | 606016710 | NONE | CHARITABLE | UNRESTRICTED | $2,000 |
| THE HAVERFORD SCHOOOL | ||||||||
| 450 LANCASTER AVENUE | HAVERFORD | PA | 190419987 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| THETA DELTA CHI | ||||||||
| PO BOX 22 | HANOVER | NH | 03755 | NONE | CHARITABLE | UNRESTRICTED | $50 | |
| TROUT UNLLIMITED | ||||||||
| PO BOX 7400 | WOOLY BUGGER | WV | 25438 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| UNION FIRE ASSOCIATION | ||||||||
| 149 MONTGOMERY AVENUE | BALA CYNWYD | PA | 190049955 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET | SUITE 300 | PHILADELPHIA | PA | 191045099 | NONE | CHARITABLE | UNRESTRICTED | $250 |
| VARIOUS | ||||||||
| 334 LLANDRILL ROAD | BALA CYNWYD | PA | 19004 | NONE | CHARITABLE | UNRESTRICTED | $18,327 | |
| VILLANOVA LAW SCHOOL | ||||||||
| 299 N SPRING MILL ROAD | VILLANOVIA | PA | 19085 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| VIRGINIA COMMONWEALTH UNIVERSITY | ||||||||
| VIRGINIA COMMONWEALTH UNI | RICHMOND | VA | 23286 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| WAYNE ART CENTER | ||||||||
| 413 MAPLEWOOD AVENUE | WAYNE | PA | 19087 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| WHYY RADIO | ||||||||
| 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | NONE | CHARITABLE | UNRESTRICTED | $500 | |
| WISTAR INSTITUTE | ||||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 19104 | NONE | CHARITABLE | UNRESTRICTED | $250 | |
| WOODMERE ART MUSEUM | ||||||||
| 9201 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | NONE | CHARITABLE | UNRESTRICTED | $100 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $69,870 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $121 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $14,613 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $144 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $91,587 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $106,465 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $106,465 | 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 | $1,922 | Amt |
| Net Investment Income | $1,922 | NetInvestmentIncomeAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (30 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE | $141,518 | $141,518 |
| BOEING | $86,634 | $86,634 |
| CATERPILLAR | $62,820 | $62,820 |
| CHUBB | ||
| CISCO | $10,770 | $10,770 |
| COMCAST | $12,672 | $12,672 |
| CVS HEALTH | $6,619 | $6,619 |
| EMERSON ELECTRIC | ||
| EXXON MOBIL | $6,524 | $6,524 |
| IBM | $7,035 | $7,035 |
| INTEL | $13,284 | $13,284 |
| JOHNSON & JOHNSON | $21,663 | $21,663 |
| JPMORGAN | $16,765 | $16,765 |
| KELLOGG | ||
| LOCKHEED MARTIN | $35,013 | $35,013 |
| MCDONALDS | ||
| MCKESSON | $29,498 | $29,498 |
| MERCK | $23,240 | $23,240 |
| MICROSOFT | $50,618 | $50,618 |
| NVIDIA | $150,408 | $150,408 |
| PFIZER | $9,544 | $9,544 |
| PRUDENTIAL | ||
| ROYAL DUTCH SHELL | $1,916 | $1,916 |
| TRAVELERS COS | ||
| UNITED TECHNOLOGIES | ||
| VERIZON | $3,875 | $3,875 |
| WAL-MART | $27,750 | $27,750 |
| CARRIER GLOBAL CORPORATION | $2,705 | $2,705 |
| OTIS WORLDWIDE CORP | $2,451 | $2,451 |
| RAYTHEON TECHNOLOGIES CORP | $16,295 | $16,295 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd |
|---|---|
| OPPENHEIMER DEV | FMV |
| PGIM TOTAL RETURN BOND CL Z | FMV |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | HAMBURG, RUBIN, MULLEN | CategoryTxt |
| Legal Fees | $285 | LegalFeesAmt |
| Net Investment Income | $285 | NetInvestmentIncomeAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL TAXES 2018 | $4,514 |
| UNREALIZED LOSSES ON EQUITIES | $21,612 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BANK CHARGES | $120 | $120 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WELLS FARGO | Desc |
| Revenue And Expenses Per Books | $144 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $144 | NetInvestmentIncomeAmt |