STRATEGY STUDIO / PUBLIC DATA EXPLORER

THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC: Form 990PF, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC (EIN 81-3965327)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-03-18
IRS object ID
202140779349100209
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 ReturnHeader

FieldValueIRS element (for citing)
Return2021-03-18T14:33:37-05:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1610 W GERMANTOWN PIKE SUITE 400AddressLine1Txt
CityPLYMOUTH MEETINGCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19462ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN813965327EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE SYLVIA W AND RANDLE M KAUDERSBusinessNameLine1Txt
Business Name Line2FOUNDATION INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlSYLVBusinessNameControlTxt
Phone6108963868PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 N RADNOR CHESTER RD NO A110AddressLine1Txt
CityRADNORCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190875270ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGLORIA HOCHMANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6108963868PhoneNum
Signature2021-03-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstGLORIAPersonFirstNm
Person LastHOCHMANPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRUCE BRAUNEWELL CPAPreparerPersonNm
PTINP00075336PTIN
Phone2156433900PhoneNum
Preparation2021-03-02PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$7,130,233FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$28,614ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$2InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$128,297DividendsRevAndExpnssAmt
Dividends Net Invst Incm$128,297DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$82,777NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,534,717GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$6,525OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$0OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$80,661TotalRevAndExpnssAmt
Total Net Invst Incm$128,299TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$4,100CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$4,100CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$12,000LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$12,000LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$8,396AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$0AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$8,396AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$102,513OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$42,513OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$60,000OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$514TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Trav Conf Meeting Rev And Expnss$265TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm$0TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl$265TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss$6,392OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,066OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$2,326OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$134,180TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$46,579TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$87,087TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$211,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$211,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$345,180TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$46,579TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$298,087TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$264,519ExcessRevenueOverExpensesAmt
Net Investment Income$81,720NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$16,890CashBOYAmt
Cash EOY$3,383CashEOYAmt
Cash EOYFMV$3,383CashEOYFMVAmt
Sav And Temp Cash Invst BOY$319,370SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$408,511SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$408,511SavAndTempCashInvstEOYFMVAmt
US Government Obligations BOY$299,643USGovernmentObligationsBOYAmt
US Government Obligations EOY$198,823USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$198,823USGovtObligationsEOYFMVAmt
Corporate Stock BOY$4,888,423CorporateStockBOYAmt
Corporate Stock EOY$5,352,126CorporateStockEOYAmt
Corporate Stock EOYFMV$5,352,126CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,049,338CorporateBondsBOYAmt
Corporate Bonds EOY$1,167,390CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,167,390CorporateBondsEOYFMVAmt
Total Assets BOY$6,573,664TotalAssetsBOYAmt
Total Assets EOY$7,130,233TotalAssetsEOYAmt
Total Assets EOYFMV$7,130,233TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$6,573,664NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$7,130,233NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$6,573,664TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,130,233TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$6,573,664TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,130,233TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$6,573,664TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$264,519ExcessRevenueOverExpensesAmt
Other Increases$821,088OtherIncreasesAmt
Subtotal$7,130,233SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,130,233TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPUBLICLY TRADED SECURITIESPropertyDesc
Gross Sales Price$1,534,717GrossSalesPriceAmt
Cost Or Other Basis$1,617,494CostOrOtherBasisAmt
Gain Or Loss-$82,777GainOrLossAmt
Gains Minus Excess Or Losses-$82,777GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$82,777CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,136InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,136SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,136TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,500EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$1,500TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$364OverpaymentAmt
Applied To ES Tax$364AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.KAUDERSFOUNDATION.ORGWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1THE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6108963868PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1150 N RADNOR CHESTER RD NO A110AddressLine1Txt
CityRADNORCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190875270ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GLORIA HOCHMAN
150 N RADNOR CHESTER RD NO A110RADNORPA190875270PRESIDENT AND TREASURER1.00$1,100$0$0
HELEN MCNUTT
150 N RADNOR CHESTER RD NO A110RADNORPA190875270VICE PRESIDENT1.00$650$0$0
BONNIE GRANT
150 N RADNOR CHESTER RD NO A110RADNORPA190875270SECRETARY1.00$650$0$0
TERRY DIAMOND
150 N RADNOR CHESTER RD NO A110RADNORPA190875270BOARD MEMBER1.00$650$0$0
BARRY BRAIT
150 N RADNOR CHESTER RD NO A110RADNORPA190875270BOARD MEMBER1.00$650$0$0
DAPHNE ROWE PEMBROKE PHILANTHROPY
150 N RADNOR CHESTER RD NO A110RADNORPA190875270EXECUTIVE DIRECTOR10.00$0$0$0
BARBARA SORID
150 N RADNOR CHESTER RD NO A110RADNORPA190875270BOARD MEMBER JUL-NOV 20201.00$200$0$0
ROBERT PINCUS
150 N RADNOR CHESTER RD NO A110RADNORPA190875270BOARD MEMBER TO FEB 20201.00$0$0$0
PAUL PINCUS
150 N RADNOR CHESTER RD NO A110RADNORPA190875270BOARD MEMBER TO NOV 20201.00$200$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PEMBROKE PHILANTHROPY ADVISORSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1150 N RADNOR CHESTER RD NO A110AddressLine1Txt
CityRADNORCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190875270ZIPCd
FieldValueIRS element (for citing)
Service TypeFOUNDATION MANAGEMENTServiceTypeTxt
Compensation$60,000CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,924,607AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$385,211AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$6,309,818TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$6,309,818AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$94,647CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,215,171NetVlNoncharitableAssetsAmt
Minimum Investment Return$310,759MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$310,759MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,136TaxBasedOnInvestmentIncomeAmt
Total Tax$1,136TotalTaxAmt
Distributable Before Adj$309,623DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$309,623DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$309,623DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$298,087ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$298,087QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$298,087AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$309,623DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr2$21,820ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$49,892ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$71,712TotalExcessDistributionCyovAmt
Qualifying Distributions$298,087QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$298,087AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$11,536ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$11,536ExcessDistributionCyovAppCYAmt
Total Corpus$60,176TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$60,176ExcessDistriCyovToNextYrAmt
Excess From Year2$10,284ExcessFromYear2Amt
Excess From Year1$49,892ExcessFromYear1Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
1812 PRODUCTIONS
2329 SOUTH 3RD STREET 2ND FLOORPHILADELPHIAPA19148PCCREATION AND PRODUCTION OF "THIS IS THE WEEK THAT IS"$7,500
THE ACTORS FUND OF AMERICA
729 SEVENTH AVENUE 10TH FLOORNEW YORKNY10019PCOPERATING SUPPORT$5,000
AL'SCHORAL
1243 CARDINAL LAKE DRIVECHERRY HILLNJ08003PCALS CHORAL CYBER SINGING SYLLABUS$4,000
ARDEN THEATRE COMPANY
40 NORTH 2ND STREETPHILADELPHIAPA19106PCARDEN CHILDRENS THEATRE 2020/21 SEASON: THE CAT IN THE HAT$10,000
BE A PART OF THE CONVERSATION
3554-B WOODCREST AVENUENEWTOWN SQUAREPA19073PCBE A PART OF THE CONVERSATION ONLINE PROGRAMMING$10,000
CENTER FOR INDEPENDENT DOCUMENTARY
1300 SOLDIERS FIELD ROAD SUITE 5BOSTONMA02135PCONCE IN A HUNDRED YEARS: THE LIFE & LEGACY OF MARIAN ANDERSON$10,000
DRAMA LEAGUE OF NEW YORK INC
32 AVENUE OF THE AMERICAS GROUNDNEW YORKNY10013PCOPERATING SUPPORT$5,000FLOOR
EGOPO CLASSIC THEATER
317 DICKINSON STREET UNIT DPHILADELPHIAPA19147PC2020-2021 ISOLATIONS AND AWAKENINGS SEASON$7,500
FREE LIBRARY OF PHILADELPHIA FOUNDATION
1901 VINE STREETPHILADELPHIAPA19103PCONE BOOK, ONE PHILADELPHIA$10,000
HMS SCHOOL FOR CHILDREN WITH CEREBRAL PALSY
4400 BALTIMORE AVENUEPHILADELPHIAPA19104PCTHEATER ARTS FOR CHILDREN WITH CEREBRAL PALSY$10,000
THE LEGACY EXISTS
1469 FT WASHINGTON AVENUEMAPLE GLENPA19002PCNURTURING OUR CHILDREN$10,000
LINCOLN CENTER FOR THE PERFORMING ARTS INC
70 LINCOLN CENTER PLAZANEW YORKNY10023PCOPERATING SUPPORT$5,000
MIRACLE LEAGUE OF NORTHAMPTON TOWNSHIP
PO BOX 453RICHBOROPA189540453PCALL-INCLUSIVE PLAYGROUND PROJECT$10,000
MOVE FOR MENTAL HEALTH INC
43 HILLSIDE LANEMOUNT LAURELNJ08054PCMOVE FOR MENTAL HEALTH$1,000
PHILADELPHIA MUSEUM OF ART
PO BOX 7646PHILADELPHIAPA19101PCSTUDENT AND TEACHER RESOURCES AT THE PHILADELPHIA MUSEUM OF ART$10,000
PHILADELPHIA YOUTH ORGANIZATIONANDERSON MONARCHS
6923 ARDLEIGH STREETPHILADELPHIAPA19119PCANDERSON MONARCHS GIRLS SPORTS ACADEMY$10,000
PLAY ON PHILLY
1520 LOCUST STREET SUITE 901PHILADELPHIAPA19102PCPOP MUSIC CENTER PROGRAMS$7,500
PRESERVATION ALLIANCE FOR GREATER PHILADELPHIA
1608 WALNUT STREET SUITE 1702PHILADELPHIAPA19103PCARCHITECTURE WALKING TOURS PROGRAM$10,000
SAG-AFTRA FOUNDATION
5757 WILSHIRE BLVD STE PH1LOS ANGELESCA90036PCSAG-AFTRA FOUNDATION'S COVID-19 DISASTER RELIEF FUND$10,000
SHRINERS HOSPITALS FOR CHILDREN
3551 N BROAD STREETPHILADELPHIAPA19140PCWHEELCHAIR AND SEATING PROGRAM$10,000
SOLOMON R GUGGENHEIM FOUNDATION
1071 5TH AVENUENEW YORKNY10128PCOPERATING SUPPORT$5,000
THEATRE PHILADELPHIA
1315 WALNUT STREET SUITE 732PHILADELPHIAPA19107PCEMERGENCY RELIEF FUND FOR INDIVIDUAL PHILADELPHIA THEATRE PROFESSIONALS$10,000
TRANSPLANT FOUNDATION
401 N 3RD STREETPHILADELPHIAPA19123PCCAMP JEREMY$6,000
URBAN AFFAIRS COALITION
1207 CHESTNUT STREET 7TH FLOORPHILADELPHIAPA19107PCTHE PHILADELPHIA PUBLIC RELATIONS ASSOCIATION 2020 - 2021 PROGRAMMING$10,000
WOMEN'S OPPORTUNITIES RESOURCE CENTER
2010 CHESTNUT STREETPHILADELPHIAPA19103PCFAMILY FINANCIAL CAPABILITY$7,500
WORKING FILM ESTABLISHMENT
2000 HAMILTON STREET PMB 725PHILADELPHIAPA19130PCWORKING FILM ESTABLISHMENT$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$211,000TotalGrantOrContriPdDurYrAmt

Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1THEATRE PHILADELPHIABusinessNameLine1Txt

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line11315 WALNUT STREET SUITE 732AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Recipient Foundation StatusPCRecipientFoundationStatusTxt
Grant Or Contribution PurposeTHE SYLVIA KAUDERS AWARD FOR OUTSTANDING SUPPORTING PERFORMANCE IN A PLAY (BARRYMORE AWARDS)GrantOrContributionPurposeTxt
Amt$20,000Amt
FieldValueIRS element (for citing)
Total Grant Or Contri Apprv Fut$20,000TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$128,297ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$82,777ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp

FieldValueIRS element (for citing)
DescROYALTIESDesc
Exclusion15ExclusionCd
Exclusion$6,525ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$52,047ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$52,047TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF SYLVIA W KAUDERSBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O JOEL E OSHTRY ESQ 1819 JFK BLVDAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Total Contributions$28,614TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$8,396Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$8,396DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (19 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BB&T CORP, 50000 SH$54,853$54,853
BANK OF NOVA SCOTIA, 25000 SH$25,596$25,596
CVS HEALTH CORP, 35000 SH$35,175$35,175
CHEVRON CORP, 45000 SH$47,191$47,191
CITIZENS FINANCIAL GROUP INC, 75000 SH$83,454$83,454
DLR, 60000 SH$71,993$71,993
DOMINION ENERGY GAS HLDG, 45000 SH$49,786$49,786
GOLDMAN SACHS GROUP, 65000 SH$71,644$71,644
HOME DEPOT INC, 50000 SH$49,999$49,999
MCDONALDS CORP, 60000 SH$61,435$61,435
OKLAHOMA GAS AND ELECTRIC CO, 60000 SH$68,048$68,048
PNC FINANCIAL, 75000 SH$82,346$82,346
PACIFICORP, 50000 SH$55,031$55,031
PHILLIPS 66, 50000 SH$52,366$52,366
TORONTO-DOMINION BANK, 40000 SH$40,049$40,049
US BANCORP, 40000 SH$41,515$41,515
UNITED TECHNOLOGIES CORP, 75000 SH$86,025$86,025
ISHARES BARCLAYS MBS, 1370 SH$150,878$150,878
BANK OF MONTREAL, 40000 SH$40,006$40,006

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (36 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AIR PRODS & CHEMS INC, 365 SH$99,725$99,725
APPLE INC, 1520 SH$201,689$201,689
BAXTER INTL INC, 900 SH$72,216$72,216
BECTON DICKINSON & CO, 490 SH$122,608$122,608
BLACKROCK INC, 235 SH$169,562$169,562
CVS HEALTH CORPORATION, 1725 SH$117,818$117,818
COCA COLA CO, 1195 SH$65,534$65,534
COMCAST CORP NEW, 2505 SH$131,262$131,262
COSTCO WHSL CORP, 205 SH$77,240$77,240
DISNEY WALT CO, 985 SH$178,462$178,462
DOLLAR GENERAL CORP, 615 SH$129,335$129,335
DUPONT DE NEMOURS INC, 1973 SH$140,300$140,300
ECOLAB INC, 230 SH$49,763$49,763
GOLDMAN SACHS GROUP, 4225 SH$161,268$161,268
HONEYWELL INTL INC, 635 SH$135,065$135,065
JPMORGAN CHASE & CO, 960 SH$121,987$121,987
JOHNSON & JOHNSON, 860 SH$135,347$135,347
LOWES COS INC, 760 SH$121,988$121,988
MASTERCARD INC, 415 SH$148,130$148,130
MICROSOFT CORP, 800 SH$177,936$177,936
ORACLE CORP, 925 SH$59,838$59,838
PEPSICO INC, 800 SH$118,640$118,640
RAYTHEON TECHNOLOGIES CORP, 1292 SH$92,391$92,391
S&P GLOBAL INC, 170 SH$55,884$55,884
STARBUCKS CORP, 800 SH$85,584$85,584
TJX COS INC NEW, 1920 SH$131,117$131,117
UNITEDHEALTH GROUP INC, 375 SH$131,505$131,505
VANGUARD FTSE ALL WORLD EX-US, 755 SH$91,989$91,989
VANGUARD FTSE PACIFIC ETF, 2050 SH$163,159$163,159
ISHARES CORE MSCI EAFE ETF, 3525 SH$243,542$243,542
ISHARES CORE MSCI EMERGING, 10190 SH$632,188$632,188
ISHARES S&P 500 INDEX FUND, 815 SH$305,943$305,943
ISHARES S&P MIDCAP 400 INDEX, 630 SH$144,793$144,793
ISHARES S&P SMALLCAP 600 FND, 3260 SH$299,594$299,594
ACCENTURE PLC ADR, 600 SH$156,726$156,726
MEDTRONIC PLC ADR, 700 SH$81,998$81,998

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$111,661USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$111,661USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$87,162StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$87,162StateLocalSecEOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$12,000LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$12,000DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OFFICE SUPPLIES$8$0$8
WEBSITE HOSTING FEES$1,440$0$1,440
PURCHASE OF ACCRUED INTEREST$1,878$1,878$0
AMORTIZATION OF BOND PREMIUM$2,188$2,188$0
INSURANCE$698$0$698
INFORMATION TECHNOLOGY$180$0$180

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescROYALTIESDesc
Revenue And Expenses Per Books$6,525RevenueAndExpensesPerBooksAmt
Adjusted Net Income$6,525AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON INVESTMENTSDesc
Amt$821,088Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT MANAGEMENT FEES$42,513$42,513$0
FOUNDATION MANAGEMENT FEES$60,000$0$60,000

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL EXCISE TAXCategoryTxt
Amt$514Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt