THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC (EIN 81-3965327)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-04-29
- IRS object ID
- 202011209349101366
- Schema version
- 2019v5.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-04-29T16:27:55-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE STE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813965327 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYLVIA W AND RANDLE M KAUDERS | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYLV | BusinessNameControlTxt |
| Phone | 6108963868 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD NO A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190875270 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLORIA HOCHMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6108963868 | PhoneNum |
| Signature | 2020-04-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE BRAUNEWELLCPA | PreparerPersonNm |
| PTIN | P00075336 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2020-04-21 | 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 | $6,573,664 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,236 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $493 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $493 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $147,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $147,303 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$133,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,480,645 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $33 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $33 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $17,086 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $147,829 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,100 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,100 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,690 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $12,690 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $98,889 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $37,114 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $61,775 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $8,109 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $8,109 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $483 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $483 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,224 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,158 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,368 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $137,495 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $46,381 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,416 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $253,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $253,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $390,495 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $46,381 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $336,416 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$373,409 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $101,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $13,200 | CashBOYAmt |
| Cash EOY | $16,890 | CashEOYAmt |
| Cash EOYFMV | $16,890 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $204,865 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $319,370 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $319,370 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $497,705 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $299,643 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $299,643 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,195,594 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,888,423 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,888,423 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $664,733 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,049,338 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,049,338 | CorporateBondsEOYFMVAmt |
| Land Bldg Investments BOY | $1,370,000 | LandBldgInvestmentsBOYAmt |
| Total Assets BOY | $5,946,097 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,573,664 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,573,664 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $5,946,097 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,573,664 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,946,097 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,573,664 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,946,097 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,573,664 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,946,097 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$373,409 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,000,976 | OtherIncreasesAmt |
| Subtotal | $6,573,664 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $6,573,664 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $1,110,645 | $1,165,834 | -$55,189 | -$55,189 | |||
| 225 WEST 83RD STREET, UNIT 5V, NEW YORK, NY | $840,000 | $870,672 | -$30,672 | -$30,672 | D | 2016-05-05 | 2019-03-15 |
| 250 WEST 88TH STREET, UNIT 508, NEW YORK, NY | $530,000 | $458,118 | $71,882 | $71,882 | D | 2016-05-05 | 2019-07-09 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$13,979 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $190,458 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,372,751 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.056470 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $0 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000000 | DistributionYr3Rt |
| Total Distribution | 0.056470 | TotalDistributionRt |
| Average Distribution | 0.018823 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,750,762 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $108,247 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,014 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,261 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $336,416 | 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 | $1,014 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,014 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,014 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $986 | OverpaymentAmt |
| Applied To ES Tax | $986 | 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 | WWW.KAUDERSFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6108963868 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD NO A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190875270 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| GLORIA HOCHMAN | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | PRESIDENT AND TREASURER | 1.00 | $700 | $0 | $0 |
| HELEN MCNUTT | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | VICE PRESIDENT | 1.00 | $400 | $0 | $0 |
| BONNIE GRANT | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | SECRETARY | 1.00 | $400 | $0 | $0 |
| ROBERT PINCUS | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $400 | $0 | $0 |
| PAUL PINCUS | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $400 | $0 | $0 |
| TERRY DIAMOND | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $400 | $0 | $0 |
| BARRY BRAIT | ||||||||
| 150 N RADNOR CHESTER RD NO A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEMBROKE PHILANTHROPY ADVISORS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 N RADNOR CHESTER RD NO A110 | AddressLine1Txt |
| City | RADNOR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 190875270 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | FOUNDATION MANAGEMENT | ServiceTypeTxt |
| Compensation | $61,525 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,351,387 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $486,950 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,838,337 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,838,337 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,575 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,750,762 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $287,538 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $287,538 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,014 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,014 | TotalTaxAmt |
| Distributable Before Adj | $286,524 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $286,524 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $286,524 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $336,416 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $336,416 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,014 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $335,402 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $286,524 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $21,820 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $21,820 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $336,416 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $286,524 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $49,892 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $71,712 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $71,712 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $21,820 | ExcessFromYear1Amt |
| Excess From Current Year | $49,892 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| ACTING WITHOUT BOUNDARIES | |||||||
| 750 E HAVERFORD ROAD | BRYN MAWR | PA | 19010 | PC | AWB MASTERS' PROGRAM | $10,000 | |
| AL'S CHORAL | |||||||
| 1243 CARDINAL LAKE DRIVE | CHERRY HILL | NJ | 08003 | PC | AL'S CHORAL TRANSPORTATION PROGRAM | $2,000 | |
| ARDEN THEATRE COMPANY | |||||||
| 40 NORTH 2ND STREET | PHILADELPHIA | PA | 19106 | PC | ARDEN CHILDREN'S THEATRE 2019/20 SEASON: THE SNOW QUEEN AND THE CAT IN THE HAT | $10,000 | |
| BE A PART OF THE CONVERSATION | |||||||
| 3554-B WOODCREST AVENUE | NEWTOWN SQUARE | PA | 19073 | PC | COMMUNITY FORUM ($10,000); PHILADELPHIA PARENT PREVENTION PROJECT ($10,000) | $20,000 | |
| DRAMA LEAGUE OF NEW YORK INC | |||||||
| 32 AVENUE OF THE AMERICAS GROUND | NEW YORK | NY | 10013 | PC | THE DIRECTORS PROJECT ($5,000); ENTITY SUPPORT ($5,000) | $10,000 | FLOOR |
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | PC | PHILADELPHIA WOMEN'S THEATRE FESTIVAL | $10,000 | |
| FREE LIBRARY OF PHILADELPHIA FOUNDATION | |||||||
| 1901 VINE STREET | PHILADELPHIA | PA | 19103 | PC | ONE BOOK ONE PHILADELPHIA 2020 | $10,000 | |
| GOLDEN SLIPPER CLUB AND CHARITIES INC | |||||||
| 215 N PRESIDENTIAL BLVD 1ST FLOOR | BALA CYNWYD | PA | 19004 | PC | SCHOLARSHIPS | $20,000 | |
| KELLY WRITERS HOUSE - UNIVERSITY OF PENNSYLVANIA | |||||||
| 3805 LOCUST WALK | PHILADELPHIA | PA | 19104 | PC | DIGITAL POETRIES PROJECT | $10,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | LINCOLN CENTER EDUCATION ($5,000); ENTITY SUPPORT ($5,000) | $10,000 | |
| LITTLE SMILES PA | |||||||
| PO BOX 414 | KENNETT SQUARE | PA | 19348 | PC | STRONGER SMILES | $10,000 | |
| MOVE FOR MENTAL HEALTH INC | |||||||
| 43 HILLSIDE LANE | MOUNT LAUREL | NJ | 08054 | PC | CYCLING EVENT | $1,000 | |
| NATIONAL ADOPTION CENTER | |||||||
| 1500 WALNUT STREET SUITE 701 | PHILADELPHIA | PA | 19102 | PC | WEDNESDAYS CHILD | $20,000 | |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | |||||||
| 128 NORTH BROAD STREET | PHILADELPHIA | PA | 19102 | PC | PAFA'S SCHOOL GROUP AND STUDENT ENGAGEMENT (K-12) | $10,000 | |
| PHILADELPHIA CONVENTION & VISITORS BUREAU | |||||||
| 1601 MARKET STREET SUITE 200 | PHILADELPHIA | PA | 19103 | PC | MARIE BAKER BROWN SCHOLARSHIP FUND | $10,000 | |
| SHRINERS HOSPITAL FOR CHILDREN-PHILADELPHIA | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | URGENT PEDIATRIC FRACTURE CLINIC | $10,000 | |
| SOLOMON R GUGGENHEIM FOUNDATION | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | PC | THE LTA PROGRAM ($5,000); ENTITY SUPPORT ($5,000) | $10,000 | |
| THE ACTORS FUND OF AMERICA | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | PC | TEACHING ARTISTS PROGRAM ($5,000); ENTITY SUPPORT ($5,000) | $10,000 | |
| THEATRE EXILE | |||||||
| 1340 S 13TH STREET | PHILADELPHIA | PA | 19147 | PC | PAPER WINGS | $10,000 | |
| WALNUT STREET THEATRE | |||||||
| 825 WALNUT STREET | PHILADELPHIA | PA | 19107 | PC | CAMP WALNUT | $10,000 | |
| WELCOME AMERICA INC | |||||||
| 1650 MARKET STREET SUITE 2800 | PHILADELPHIA | PA | 19123 | PC | HERSTORY, UPLIFTING EVERY VOICE | $10,000 | |
| WOMEN'S OPPORTUNITIES RESOURCE CENTER | |||||||
| 2010 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | PC | BUILDING FAMILY FINANCIAL CAPABILITY | $10,000 | |
| WORKING FILM ESTABLISHMENT | |||||||
| 2000 HAMILTON STREET PMB 725 | PHILADELPHIA | PA | 19130 | PC | ENTITY SUPPORT ($10,000); WORKING FILM ESTABLISHMENT ($10,000) | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $253,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $493 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $147,303 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$133,979 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY INS. REFUND | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $33 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $13,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $13,850 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (20 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BB&T CORP, 50000 SH | $52,841 | $52,841 |
| BANK OF AMERICA, 40000 SH | $40,061 | $40,061 |
| CVS HEALTH CORPORATION, 35000 SH | $35,516 | $35,516 |
| CHEVRON CORP, 45000 SH | $45,897 | $45,897 |
| CITIZENS FINANCIAL GROUP INC, 75000 SH | $76,189 | $76,189 |
| DLR, 60000 SH | $66,303 | $66,303 |
| DOMINION ENERGY GAS HLDG, 45000 SH | $47,218 | $47,218 |
| FHLMC, 65000 SH | $65,169 | $65,169 |
| GLASOSMITHKLINE CAPITAL, 50000 SH | $50,798 | $50,798 |
| GOLDMAN SACHS GROUP, 40000 SH | $40,074 | $40,074 |
| HOME DEPOT INC, 50000 SH | $51,272 | $51,272 |
| JPMORGAN CHASE & CO, 40000 SH | $40,024 | $40,024 |
| MCDONALDS CORP, 60000 SH | $60,810 | $60,810 |
| PNC FINANCIAL, 75000 SH | $75,946 | $75,946 |
| PHILLIPS 66, 50000 SH | $52,444 | $52,444 |
| TORONTO-DOMINION BANK, 40000 SH | $40,101 | $40,101 |
| US BANCORP, 40000 SH | $41,012 | $41,012 |
| UNITED TECHNOLOGIES CORP, 75000 SH | $81,652 | $81,652 |
| VERIZON COMMUNICATIONS, 45000 SH | $45,862 | $45,862 |
| BANK OF MONTREAL, 40000 SH | $40,149 | $40,149 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (38 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AIR PRODS & CHEMS INC, 365 SH | $85,770 | $85,770 |
| APPLE INC, 525 SH | $154,166 | $154,166 |
| BAXTER INTL INC, 900 SH | $75,258 | $75,258 |
| BECTON DICKINSON & CO, 225 SH | $61,193 | $61,193 |
| BLACKROCK INC, 235 SH | $118,135 | $118,135 |
| CVS HEALTH CORPORATION, 2125 SH | $157,866 | $157,866 |
| COCA COLA CO, 1195 SH | $66,143 | $66,143 |
| COMCAST CORP NEW, 2505 SH | $112,650 | $112,650 |
| DISNEY WALT CO, 845 SH | $122,212 | $122,212 |
| DOLLAR GENERAL CORP, 465 SH | $72,531 | $72,531 |
| DUPONT DE NEMOURS INC, 933 SH | $59,899 | $59,899 |
| EMERSON ELEC CO, 810 SH | $61,771 | $61,771 |
| EXXON MOBIL CORP, 655 SH | $45,706 | $45,706 |
| FEDEX CORP, 550 SH | $83,165 | $83,165 |
| HONEYWELL INTL INC, 350 SH | $61,950 | $61,950 |
| INTL FLAVORS & FRAGRANCES, 515 SH | $66,445 | $66,445 |
| JPMORGAN CHASE & CO, 960 SH | $133,824 | $133,824 |
| JOHNSON & JOHNSON, 860 SH | $125,448 | $125,448 |
| LOWES COS INC, 975 SH | $116,766 | $116,766 |
| MASTERCARD INC, 415 SH | $123,915 | $123,915 |
| MICROSOFT CORP, 800 SH | $126,160 | $126,160 |
| ORACLE CORP, 925 SH | $49,006 | $49,006 |
| PEPSICO INC, 800 SH | $109,336 | $109,336 |
| S&P GLOBAL INC, 300 SH | $81,915 | $81,915 |
| STARBUCKS CORP, 800 SH | $70,336 | $70,336 |
| TJX COS INC NEW, 1920 SH | $117,235 | $117,235 |
| US BANCORP, 1810 SH | $107,315 | $107,315 |
| UNITED TECHNOLOGIES CORP, 710 SH | $106,330 | $106,330 |
| UNITEDHEALTH GROUP INC, 405 SH | $119,062 | $119,062 |
| VANGUARD FTSE ALL WORLD EX-US, 755 SH | $83,881 | $83,881 |
| VANGUARD FTSE PACIFIC ETF, 2775 SH | $193,085 | $193,085 |
| ISHARES CORE MSCI EAFE ETF, 7055 SH | $460,268 | $460,268 |
| ISHARES CORE MSCI EMERGING, 10190 SH | $547,814 | $547,814 |
| ISHARES S&P 500 INDEX FUND, 600 SH | $193,944 | $193,944 |
| ISHARES S&P MIDCAP 400 INDEX, 630 SH | $129,667 | $129,667 |
| ISHARES S&P SMALLCAP 600 FND, 3570 SH | $299,345 | $299,345 |
| ACCENTURE PLC ADR, 520 SH | $109,496 | $109,496 |
| MEDTRONIC PLC ADR, 700 SH | $79,415 | $79,415 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $254,091 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $254,091 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $45,552 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $45,552 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $12,690 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $12,690 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $41 | $41 | $0 |
| OFFICE SUPLIES | $284 | $0 | $284 |
| WEBSITE HOSTING FEES | $5,084 | $0 | $5,084 |
| AMORTIZATION OF BOND PREMIUM | $892 | $892 | $0 |
| REPAIRS AND MAINTENANCE | $225 | $225 | $0 |
| INFORMATION TECHNOLOGY | $5,698 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROPERTY INS. REFUND | Desc |
| Revenue And Expenses Per Books | $33 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $33 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $33 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,000,976 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $37,114 | $37,114 | $0 |
| FOUNDATION MANAGEMENT FEES | $61,525 | $0 | $61,525 |
| OTHER PROFESSIONAL FEES | $250 | $0 | $250 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $2,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |