ARTHUR L & GERALDINE C SCHNEEBERG FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ARTHUR L & GERALDINE C SCHNEEBERG FOUNDATION (EIN 23-2866495)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-16
- IRS object ID
- 202101369349100030
- Schema version
- 2020v4.0
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-16T11:52:13-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231285212 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKLAR CARMOSIN & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OLD YORK RD STE 402 | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232866495 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR L & GERALDINE C SCHNEEBERG | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ARTH | BusinessNameControlTxt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OLD YORK ROADSUITE 402 NOBLE P | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERALDINE C SCHNEEBERG | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Signature | 2021-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERALDINE C | PersonFirstNm |
| Person Last | SCHNEEBERG | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN J SMART | PreparerPersonNm |
| PTIN | P01305891 | PTIN |
| Phone | 2158855811 | PhoneNum |
| Preparation | 2021-05-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $62,094 | 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 |
| Interest On Sav Rev And Expnss | $24 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,014 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,014 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$1,245 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $52,432 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,044 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $500 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $33 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $33 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $326 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $326 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $859 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $359 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $500 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,869 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $359 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,510 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$5,076 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $685 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $1,676 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,676 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $41,766 | CorporateStockBOYAmt |
| Corporate Stock EOY | $36,405 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,687 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $15,836 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $13,889 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $14,247 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $15 | OtherAssetsBOYAmt |
| Other Assets EOY | $484 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $484 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $57,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $52,454 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $62,094 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $43 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $43 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $57,574 | RetainedEarningBOYAmt |
| Retained Earning EOY | $52,454 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $57,574 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $52,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $57,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $52,454 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $57,574 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$5,076 | ExcessRevenueOverExpensesAmt |
| Subtotal | $52,498 | SubtotalAmt |
| Other Decreases | $44 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $52,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $10 | SubtotalAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $10 | 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 | 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 |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SKLAR CARMOSIN & COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2158855811 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OLD YORK ROAD | AddressLine1Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | 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 | GERALDINE C SCHNEEBERG | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 801 OLD YORK ROAD | AddressLine1Txt |
| Address Line2 | SUITE ONE | AddressLine2Txt |
| City | JENKINTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | DIRECTOR | 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 |
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 | $54,257 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,011 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $484 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $57,752 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $57,752 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $866 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $56,886 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,844 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,844 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10 | TotalTaxAmt |
| Distributable Before Adj | $2,834 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,834 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,834 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,510 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,510 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $4,510 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,834 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,644 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $2,870 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $3,800 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $2,846 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $11,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,510 | QualifyingDistributionsAmt |
| Applied To Current Year | $2,834 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,676 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,836 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,644 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $11,192 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,870 | ExcessFromYear4Amt |
| Excess From Year3 | $3,800 | ExcessFromYear3Amt |
| Excess From Year1 | $2,846 | ExcessFromYear1Amt |
| Excess From Current Year | $1,676 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (31 entries)
| Business Name Line2RecipientBusinessName/BusinessNameLine2Txt | Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AACI-COHEN LIBRARY | |||||||
| MARY & BEN COHEN LIBRARY | 21 EAST CHESTNUT STREET | SUITE 3C | CHICAGO | IL | 60611 | CHARITABLE | $30 |
| ALZHEIMER'S ASSOCIATION | |||||||
| 225 N MICHIGAN AVENUE | FLOOR 17 | CHICAGO | IL | 60601 | CHARITABLE | $18 | |
| BIRTHRIGHT ISRAEL FOUNDATION | |||||||
| PO BOX 21615 | NEW YORK | NY | 10087 | CHARITABLE | $36 | ||
| CONGREGATION ADATH JESHURUN | |||||||
| 7763 OLD YORK ROAD | ELKINS PARK | PA | 19027 | CHARITABLE | $919 | ||
| CONGREGATION ADATH JESHURUN | |||||||
| TORAH FUND | 7763 OLD YORK ROAD | ELKINS PARK | PA | 19027 | CHARITABLE | $36 | |
| CURTIS INSTITUTE OF MUSIC | |||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | CHARITABLE | $100 | ||
| DINING FOR WOMEN | |||||||
| PO BOX 25633 | GREENVILLE | SC | 29616 | CHARITABLE | $450 | ||
| DOCTORS WITHOUT BORDERS | |||||||
| 40 RECTOR STREET | 16TH FLOOR | NEW YORK | NY | 10006 | CHARITABLE | $36 | |
| FOOD FIRST | |||||||
| 398 60TH STREET | OAKLAND | CA | 94618 | CHARITABLE | $100 | ||
| FREE LIBARARY OF PHILADELPHIA | |||||||
| FOUNDATION | 1901 VINE STREET | SUITE 111 | PHILADELPHIA | PA | 191031189 | CHARITABLE | $50 |
| GIFT OF LIFE FAMILY HOUSE | |||||||
| 401 CALLOWHILL STREET | PHILADELPHIA | PA | 19123 | CHARITABLE | $250 | ||
| HOLOCAUST ORAL HISTORY ARCHIVE | |||||||
| GRATZ COLLEGE | 7605 OLD YORK ROAD | MELROSE PARK | PA | 19027 | CHARITABLE | $18 | |
| LEHIGH VALLEY PUBLIC MEDIA | |||||||
| 839 SESAME STREET | PPL PUBLIC MEDIA CENTER | BETHLEHEM | PA | 18015 | CHARITABLE | $50 | |
| LITTLE FALLS WATERSHED ALLIANCE | |||||||
| 4920 DORSET AVENUE | CHEVY CHASE | MD | 20815 | CHARITABLE | $18 | ||
| MERCY SHIPS | |||||||
| PO BOX 1930 | LINDALE | TX | 75771 | CHARITABLE | $25 | ||
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | CHARITABLE | $100 | ||
| NATIONAL PARKS CONSERVATION ASSOCIA | |||||||
| 777 6TH STREET NW | SUITE 700 | WASHINGTON | DC | 20001 | CHARITABLE | $19 | |
| NATIONAL PARKS FOUNDATION | |||||||
| 1500 K STREET NW | SUITE 700 | WASHINGTON | DC | 20005 | CHARITABLE | $50 | |
| NATURE ISRAEL | |||||||
| 28 ARRANDALE AVENUE | GREAT NECK | NY | 11024 | CHARITABLE | $100 | ||
| NEW ISRAEL FUND | |||||||
| 6 E 39TH STREET | SUITE 301 | NEW YORK | NY | 10016 | CHARITABLE | $1,000 | |
| PARTNERS IN HEALTH | |||||||
| 800 BOYLSTON STREET | SUITE 300 | BOSTON | MA | 01299 | CHARITABLE | $15 | |
| PELICAN HARBOR SEABIRD STATION | |||||||
| 1279 NE 79TH ST CSWY | MIAMI | FL | 33138 | CHARITABLE | $25 | ||
| PHILADELPHIA FOUNDATION | |||||||
| 1835 MARKET STREET 2410 | PHILADELPHIA | PA | 19103 | CHARITABLE | $100 | ||
| PHILADELPHIA MUSEUM OF ART | |||||||
| 2600 BENJAMIN FRANKLIN | PARKWAY | PHILADELPHIA | PA | 19130 | CHARITABLE | $112 | |
| SPOTLIGHT PA | |||||||
| 801 MARKET STREET | SUITE 300 | PHILADELPHIA | PA | 19107 | CHARITABLE | $50 | |
| THE BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN | PARKWAY | PHILADELPHIA | PA | 19130 | CHARITABLE | $60 | |
| THE NATURE CONSERVANCY | |||||||
| 4245 N FAIRFAX DRIVE | SUITE 100 | ARLINGTON | VA | 22203 | CHARITABLE | $7 | |
| THE PHILADELPHIA ORCHESTRA | |||||||
| ONE SOUTH BROAD STREET | 14TH FLOOR | PHILADELPHIA | PA | 19107 | CHARITABLE | $100 | |
| THE TRANSITION NETWORK | |||||||
| ONE PENN PLAZA SUITE 6166 | NEW YORK | NY | 10119 | CHARITABLE | $50 | ||
| US HOLOCAUST MEMORIAL MUSEUM | |||||||
| 100 RAOUL WALLENBERG | PLACE SW | WASHINGTON | DC | 200242126 | CHARITABLE | $36 | |
| WHYY | |||||||
| 150 NORTH 6TH STREET | PHILADELPHIA | PA | 19106 | CHARITABLE | $50 | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,010 | 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 | $24 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,014 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$1,245 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$207 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$207 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $500 | Amt |
| Disbursements Charitable Prps | $500 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (53 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| ISHARES EDGE MSCI USA SIZE FACTOR ET | 2019-12 | PURCHASE | 2020-01 | $693 | $666 | $27 |
| ISHARES CORE MSCI EMERGING MARKETS E | 2019-12 | PURCHASE | 2020-01 | $2,575 | $2,434 | $141 |
| ISHARES EDGE MSCI USA QUALITY FACTOR | 2019-12 | PURCHASE | 2020-01 | $207 | $198 | $9 |
| ISHARES CORE S&P 500 ETF | 2019-12 | PURCHASE | 2020-01 | $660 | $632 | $28 |
| ISHARES 20+ YEAR TREASURY BOND ETF | 2019-12 | PURCHASE | 2020-01 | $557 | $554 | $3 |
| ISHARES CORE S&P TOTAL U S STOCK MAR | 2019-12 | PURCHASE | 2020-01 | $1,262 | $1,207 | $55 |
| ISHARES MBS ETF | 2019-12 | PURCHASE | 2020-01 | $1,626 | $1,618 | $8 |
| ISHARES CORE S&P MID CAP ETF | 2019-12 | PURCHASE | 2020-01 | $1,245 | $1,209 | $36 |
| ISHARES GLOBAL TECH ETF | 2019-12 | PURCHASE | 2020-01 | $655 | $604 | $51 |
| ISHARES U S TREASURY BOND ETF | 2019-12 | PURCHASE | 2020-03 | $2,008 | $1,901 | $107 |
| ISHARES CORE MSCI EMERGING MARKETS E | 2019-12 | PURCHASE | 2020-03 | $638 | $828 | -$190 |
| ISHARES INTERMEDIATE TERM CORP BOND | 2019-12 | PURCHASE | 2020-03 | $168 | $174 | -$6 |
| ISHARES MBS ETF | 2019-12 | PURCHASE | 2020-03 | $217 | $216 | $1 |
| ISHARES EDGE MSCI MIN VOLATILITY ETF | 2019-12 | PURCHASE | 2020-04 | $1,069 | $1,166 | -$97 |
| ISHARES U S TREASURY BOND ETF | 2019-12 | PURCHASE | 2020-04 | $3,633 | $3,385 | $248 |
| ISHARES EDGE MSCI USA SIZE FACTOR ET | 2019-12 | PURCHASE | 2020-04 | $1,340 | $1,617 | -$277 |
| ISHARES EDGE MSCI USA SIZE FACTOR ET | 2020-03 | PURCHASE | 2020-04 | $236 | $216 | $20 |
| ISHARES CORE MSCI EAFE ETF | 2019-06 | PURCHASE | 2020-04 | $4,551 | $5,381 | -$830 |
| ISHARES CORE MSCI EAFE ETF | 2020-03 | PURCHASE | 2020-04 | $672 | $606 | $66 |
| ISHARES CORE MSCI EMERGING MARKETS E | 2019-12 | PURCHASE | 2020-04 | $1,532 | $1,864 | -$332 |
| ISHARES EDGE MSCI USA QUALITY FACTOR | 2019-12 | PURCHASE | 2020-04 | $3,867 | $4,348 | -$481 |
| ISHARES EDGE MSCI USA QUALITY FACTOR | 2020-03 | PURCHASE | 2020-04 | $352 | $316 | $36 |
| ISHARES CORE S&P 500 ETF | 2019-12 | PURCHASE | 2020-04 | $561 | $632 | -$71 |
| ISHARES 20+ YR TREASURY BOND ETF | 2019-12 | PURCHASE | 2020-04 | $496 | $416 | $80 |
| ISHARES CORE S&P TOTAL U S STOCK MAR | 2019-12 | PURCHASE | 2020-04 | $931 | $1,065 | -$134 |
| ISHARES INTERMEDIATE TERM CORP BOND | 2019-12 | PURCHASE | 2020-04 | $1,469 | $1,505 | -$36 |
| ISHARES MBS ETF | 2019-12 | PURCHASE | 2020-04 | $993 | $971 | $22 |
| ISHARES GLOBAL TECH ETF | 2019-12 | PURCHASE | 2020-04 | $194 | $201 | -$7 |
| ISHARES U S TRUST SHORT MATURITY BON | 2019-12 | PURCHASE | 2020-06 | $994 | $1,006 | -$12 |
| ISHARES ESG MSCI USA ETF | 2020-01 | PURCHASE | 2020-06 | $2,098 | $2,192 | -$94 |
| ISHARES CORE S&P 500 ETF | 2019-12 | PURCHASE | 2020-06 | $2,499 | $2,526 | -$27 |
| ISHARES MSCI EAFE GROWTH ETF | 2020-04 | PURCHASE | 2020-06 | $335 | $297 | $38 |
| ISHARES SHORT TERM CORP BOND ETF | 2020-04 | PURCHASE | 2020-06 | $435 | $433 | $2 |
| ISHARES ESG MSCI EM ETF | 2020-01 | PURCHASE | 2020-06 | $1,238 | $1,427 | -$189 |
| ISHARES U S TREASURY BOND ETF | 2019-12 | PURCHASE | 2020-08 | $198 | $182 | $16 |
| ISHARES ESG MSCI USA ETF | 2020-01 | PURCHASE | 2020-08 | $673 | $658 | $15 |
| ISHARES CORE S&P 500 ETF | 2019-12 | PURCHASE | 2020-08 | $991 | $947 | $44 |
| ISHARES IBOXX INVESTMENT GRADE CORP | 2020-04 | PURCHASE | 2020-08 | $416 | $392 | $24 |
| ISHARES MSCI EAFE GROWTH ETF | 2020-04 | PURCHASE | 2020-08 | $352 | $297 | $55 |
| ISHARES U S MEDICAL DEVICES ETF | 2020-04 | PURCHASE | 2020-08 | $292 | $246 | $46 |
| ISHARES CORE S&P SMALL CAP ETF | 2020-06 | PURCHASE | 2020-08 | $145 | $142 | $3 |
| ISHARES GLOBAL TECH ETF | 2019-12 | PURCHASE | 2020-08 | $511 | $403 | $108 |
| ISHARES ESG MSCI EM ETF | 2020-01 | PURCHASE | 2020-08 | $463 | $476 | -$13 |
| ISHARES U S TRUST SHORT MATURITY BON | 2019-12 | PURCHASE | 2020-10 | $150 | $151 | -$1 |
| ISHARES U S TRUST SHORT MATURITY BON | 2020-03 | PURCHASE | 2020-10 | $802 | $796 | $6 |
| ISHARES U S TRUST SHORT MATURITY BON | 2020-04 | PURCHASE | 2020-10 | $150 | $147 | $3 |
| ISHARES CORE MSCI EAFE ETF | 2020-06 | PURCHASE | 2020-10 | $1,164 | $1,121 | $43 |
| ISHARES IBOXX INVESTMENT GRADE CORP | 2020-04 | PURCHASE | 2020-10 | $269 | $262 | $7 |
| ISHARES MSCI EAFE GROWTH ETF | 2020-04 | PURCHASE | 2020-10 | $543 | $445 | $98 |
| ISHARES U S FINANCIAL SERVICES ETF | 2020-06 | PURCHASE | 2020-10 | $1,134 | $1,150 | -$16 |
| ISHARES CORE S&P SMALL CAP ETF | 2020-06 | PURCHASE | 2020-10 | $1,040 | $993 | $47 |
| ISHARES U S TREASURY BOND ETF | 2019-12 | PURCHASE | 2020-11 | $972 | $911 | $61 |
| ISHARES ESG AWARE MSCI EM ETF | 2020-01 | PURCHASE | 2020-11 | $155 | $147 | $8 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIXED INC. FUNDS-MUTUAL, ETF'S, ETC. | BondNm |
| EOY Book Value | $13,889 | EOYBookValueAmt |
| EOYFMV | $14,247 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| REINVESTMENT FUND | $1,093 | $1,093 |
| EQUITIY FUNDS - MUTUAL, ETF'S, ETC. | $35,312 | $44,594 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DIVIDENDS RECEIVABLE | $15 | ||
| DUE FROM GRANTOR | $484 | $484 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NON-DEDUCTIBLE PAYMENTS | Desc |
| Amt | $44 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| BROKER FEES | $326 | $326 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CASH OVERDRAFT | Desc |
| BOY Book Value | $43 | BOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FEDERAL TAX | $16 | $16 |
| FOREIGN TAX | $17 | $17 |