THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THE SYLVIA W AND RANDLE M KAUDERS FOUNDATION INC (EIN 81-3965327)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-15
- IRS object ID
- 201923199349103062
- Schema version
- 2018v3.1
- 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
- Schedule B
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Land Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-15T12:10:20-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-11-08 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-08 | IPDt |
| IP Tm | 18:25:36 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9434206CF9E616DFA6493511BABFC6F852C175E8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | EEBCFB8648C6B41AE41B74CDABE512FAC8EE127F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,946,097 | 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 | $6,543,329 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $12,127 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $12,127 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,145 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,145 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$14,730 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $58,172 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $6,585,871 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,272 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $3,150 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $3,150 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $20,021 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,021 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $31,775 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,949 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $21,826 | OtherProfFeesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $36,392 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $36,392 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,087 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,087 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,752 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $15,378 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,374 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $112,177 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,719 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $50,458 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $140,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $140,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $252,177 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,719 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $190,458 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $6,333,694 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash EOY | $13,200 | CashEOYAmt |
| Cash EOYFMV | $13,200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $204,865 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $204,865 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $497,705 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $497,705 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,195,594 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,195,594 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $664,733 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $664,733 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,370,000 | InvstLandCostOrOtherBasisAmt |
| Land Bldg Investments EOY | $1,370,000 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,370,000 | LandBldgInvestmentsEOYFMVAmt |
| Total Assets BOY | $0 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,946,097 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,946,097 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $0 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,946,097 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,946,097 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $0 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,946,097 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $0 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $6,333,694 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $6,333,694 | SubtotalAmt |
| Other Decreases | $387,597 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,946,097 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $58,172 | GrossSalesPriceAmt |
| Cost Or Other Basis | $72,902 | CostOrOtherBasisAmt |
| Gain Or Loss | -$14,730 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$14,730 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$14,730 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $0 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $0 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.000000 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $0 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $0 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.000000 | DistributionYr2Rt |
| Total Distribution | 0.000000 | TotalDistributionRt |
| Average Distribution | 0.000000 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,372,751 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $0 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $0 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $190,458 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $2,000 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $2,000 | OverpaymentAmt |
| Applied To ES Tax | $2,000 | 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 | Yes (1) | 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 STE A110 | RADNOR | PA | 190875270 | PRESIDENT | 1.00 | $750 | $0 | $0 |
| HELEN MCNUTT | ||||||||
| 150 N RADNOR CHESTER RD STE A110 | RADNOR | PA | 190875270 | VICE PRESIDENT | 1.00 | $550 | $0 | $0 |
| ROBERT PINCUS | ||||||||
| 150 N RADNOR CHESTER RD STE A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $350 | $0 | $0 |
| PAUL PINCUS | ||||||||
| 150 N RADNOR CHESTER RD STE A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $250 | $0 | $0 |
| TERRY DIAMOND | ||||||||
| 150 N RADNOR CHESTER RD STE A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $550 | $0 | $0 |
| BONNIE GRANT | ||||||||
| 150 N RADNOR CHESTER RD STE A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $350 | $0 | $0 |
| BARRY BRAIT | ||||||||
| 150 N RADNOR CHESTER RD STE A110 | RADNOR | PA | 190875270 | BOARD MEMBER | 1.00 | $350 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,384,614 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $669,499 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,370,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,424,113 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,424,113 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $51,362 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,372,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $168,638 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $168,638 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $168,638 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $168,638 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $168,638 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $190,458 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $190,458 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $190,458 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $168,638 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $190,458 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $168,638 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,820 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $21,820 | 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 | $21,820 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $21,820 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AMERICAN TECHNION SOCIETY | ||||||
| 55 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | ENTITY SUPPORT | $10,000 |
| BARNES FOUNDATION | ||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | PC | ENTITY SUPPORT | $10,000 |
| BROADCAST PIONEERS OF PHILADELPHIA | ||||||
| PO BOX 2886 | BALA CYNWYD | PA | 19004 | PC | ENTITY SUPPORT | $10,000 |
| CURTIS INSTITUTE OF MUSIC | ||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $10,000 |
| FREE LIBRARY ASSOCIATION OF PHILADELPHIA | ||||||
| 1901 VINE STREET | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $10,000 |
| KELLY WRITERS HOUSE (UNIVERSITY OF PENNSYLVANIA) | ||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | ENTITY SUPPORT | $10,000 |
| KIMMEL CENTER | ||||||
| 1500 WALNUT STREET | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $10,000 |
| MOORE COLLEGE OF ART AND DESIGN | ||||||
| 1916 RACE STREET | PHILADELPHIA | PA | 19103 | PC | ENTITY SUPPORT | $10,000 |
| NATIONAL CONSTITUTION CENTER | ||||||
| 525 ARCH STREET INDEPENDENCE MALL | PHILADELPHIA | PA | 19106 | PC | ENTITY SUPPORT | $10,000 |
| PENNSYLVANIA ACADEMY OF THE FINE ARTS | ||||||
| 128 N BROAD STREET | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $10,000 |
| PENNSYLVANIA BALLET ASSOCIATION | ||||||
| 100 S BROAD STREET SUITE 2226 | PHILADELPHIA | PA | 19110 | PC | ENTITY SUPPORT | $10,000 |
| PHILADELPHIA ORCHESTRA | ||||||
| ONE S BROAD STREET 14TH FLOOR | PHILADELPHIA | PA | 19102 | PC | ENTITY SUPPORT | $10,000 |
| PHILADELPHIA THEATRE CO | ||||||
| 215 S BROAD STREET 304 | PHILADELPHIA | PA | 19107 | PC | ENTITY SUPPORT | $10,000 |
| THE SALVATION ARMY OF GREATER PHILADELPHIA | ||||||
| 701 N BROAD STREET | PHILADELPHIA | PA | 19123 | PC | ENTITY SUPPORT | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $140,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| BE A PART OF THE CONVERSATION | |||||||
| PO BOX 8 | HORSHAM | PA | 19044 | PC | COMMUNITY FORUM | $10,000 | |
| DRAMA LEAGUE OF NEW YORK | |||||||
| 32 AVENUE OF THE AMERICAS GROUND | NEW YORK | NY | 10013 | PC | THE DIRECTORS PROJECT | $5,000 | FLOOR |
| FRACTURED ATLAS | |||||||
| 248 WEST 35TH STREET 10TH FLOOR | NEW YORK | NY | 10001 | PC | PHILADELPHIA WOMENS THEATRE FESTIVAL | $10,000 | |
| GOLDEN SLIPPER CLUB AND CHARITIES | |||||||
| 215 N PRESIDENTIAL BLVD 1ST FLOOR | BALA CYNWYD | PA | 19004 | PC | SCHOLARSHIPS | $10,000 | |
| LINCOLN CENTER FOR THE PERFORMING ARTS | |||||||
| 70 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | LINCOLN CENTER EDUCATION | $5,000 | |
| NATIONAL ADOPTION CENTER | |||||||
| 1500 WALNUT STREET SUITE 701 | PHILADELPHIA | PA | 19102 | PC | WEDNESDAYS CHILD | $10,000 | |
| SHRINERS HOSPITAL FOR CHILDREN-PHILADELPHIA | |||||||
| 2900 N ROCKY POINT DRIVE | TAMPA | FL | 33607 | PC | URGENT PEDIATRIC FRACTURE CLINIC | $10,000 | |
| SOLOMON GUGGENHEIM MUSEUM AND FOUNDATION | |||||||
| 1071 5TH AVENUE | NEW YORK | NY | 10128 | PC | THE LTA PROGRAM | $5,000 | |
| THE ACTORS FUND OF AMERICA | |||||||
| 729 SEVENTH AVENUE 10TH FLOOR | NEW YORK | NY | 10019 | PC | TEACHING ARTISTS PROGRAM | $5,000 | |
| WORKING FILM ESTABLISHMENT | |||||||
| 2000 HAMILTON STREET PMB 725 | PHILADELPHIA | PA | 19130 | PC | ENTITY SUPPORT | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $80,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,127 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,145 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$14,730 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,542 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,542 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ESTATE OF SYLVIA W KAUDERS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O JOEL E OSHTRY ESQ 1819 JFK BLVD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $6,543,329 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | TWO APARTMENTS IN NEW YORK, NY | NoncashPropertyDesc |
| Fair Market Value | $1,370,000 | FairMarketValueAmt |
| Received | 2018-07-11 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (16 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FLORIDA ST BRD OF ADMIN 2.64% 7/1/21, 45000 UNITS | $44,816 | $44,816 |
| AMERICAN EXPRESS CREDIT 1.94796%10/30/19, 40000 UNITS | $40,015 | $40,015 |
| BANK OF AMERICA 3.00706%7/21/21, 40000 UNITS | $39,832 | $39,832 |
| BANK OF MONTREAL 2.80% 4/13/21, 40000 UNITS | $39,760 | $39,760 |
| BANK OF NEW YORK MELLON FLOAT %9/11/19, 40000 UNITS | $40,062 | $40,062 |
| CHEVRON CORP 2.566% 5/16/23, 45000 UNITS | $43,825 | $43,825 |
| CITIGROUP INC 3.12746%1/10/20, 40000 UNITS | $40,053 | $40,053 |
| CVS HEALTH CORP 3.35% 3/9/21, 35000 UNITS | $34,900 | $34,900 |
| DIGITAL REALTY TRUST LP 5.25% 3/15/21, 40000 UNITS | $41,305 | $41,305 |
| DOMINION ENERGY GAS HLDG 3.60% 12/15/24, 45000 UNITS | $44,682 | $44,682 |
| GLAXOSMITHKLINE CAPITAL 3.13% 5/14/21, 50000 UNITS | $50,063 | $50,063 |
| GOLDMAN SACHS GROUP INC 302% 12/27/20, 35000 UNITS | $34,855 | $34,855 |
| HOME DEPOT INC 4.40% 4/1/21, 50000 UNITS | $51,493 | $51,493 |
| JPMORGAN CHASE & CO 2.61% 3/9/21, 40000 UNITS | $39,808 | $39,808 |
| TORONTO-DOMINION BANK FLOAT% 6/11/21, 40000 UNITS | $39,808 | $39,808 |
| US BANCORP 2.95% 7/15/22, 40000 UNITS | $39,456 | $39,456 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (37 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ACCENTURE PLC ADR, 520 SH | $73,325 | $73,325 |
| AIR PRODS & CHEMS INC, 520 SH | $83,226 | $83,226 |
| APPLE INC, 405 SH | $63,885 | $63,885 |
| BAXTER INTL INC, 725 SH | $47,719 | $47,719 |
| BECTON DICKINSON & CO, 190 SH | $42,811 | $42,811 |
| BLACKROCK INC, 200 SH | $78,564 | $78,564 |
| COCA COLA CO, 930 SH | $44,035 | $44,035 |
| COMCAST CORP NEW - CL. A, 2150 SH | $73,207 | $73,207 |
| CVS HEALTH CORPORATION, 1080 SH | $70,762 | $70,762 |
| DISNEY WALT CO, 390 SH | $42,763 | $42,763 |
| DOWDUPONT INC, 1410 SH | $75,407 | $75,407 |
| EMERSON ELEC CO, 640 SH | $38,240 | $38,240 |
| EXXON MOBIL CORP, 550 SH | $37,504 | $37,504 |
| FEDEX CORP, 385 SH | $62,112 | $62,112 |
| HONEYWELL INTL INC COM, 305 SH | $40,297 | $40,297 |
| JOHNSON & JOHNSON, 315 SH | $40,651 | $40,651 |
| JPMORGAN CHASE & CO, 750 SH | $73,215 | $73,215 |
| LOWES COS INC, 845 SH | $78,044 | $78,044 |
| MASTERCARD INC CLASS A, 415 SH | $78,290 | $78,290 |
| MEDTRONIC PLC ADR, 520 SH | $47,299 | $47,299 |
| MICROSOFT CORP, 765 SH | $77,701 | $77,701 |
| ORACLE CORP, 925 SH | $41,764 | $41,764 |
| PEPSICO INC, 720 SH | $79,546 | $79,546 |
| SCHLUMBERGER LTD, 1080 SH | $38,966 | $38,966 |
| STARBUCKS CORP, 700 SH | $45,080 | $45,080 |
| TJX COS INC NEW, 1490 SH | $66,663 | $66,663 |
| UNITED TECHNOLOGIES CORP, 640 SH | $68,147 | $68,147 |
| UNITEDHEALTH GROUP INC, 310 SH | $77,227 | $77,227 |
| US BANCORP DEL, 1555 SH | $71,064 | $71,064 |
| ISHARES CORE MSCI EAFE ETF, 6695 SH | $368,225 | $368,225 |
| ISHARES CORE MSCI EMERGING, 8805 SH | $415,156 | $415,156 |
| ISHARES S&P MIDCAP 400 INDEX, 560 SH | $92,994 | $92,994 |
| ISHARES S&P SMALLCAP 600 FND, 2615 SH | $181,272 | $181,272 |
| ISHARES S&P 500 INDEX FUND, 300 SH | $75,483 | $75,483 |
| VANGUARD FTSE ALL WORLD EX-US, 670 SH | $63,436 | $63,436 |
| VANGUARD FTSE EUROPE ETF, 2305 SH | $112,069 | $112,069 |
| VANGUARD FTSE PACIFIC ETF, 2135 SH | $129,445 | $129,445 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $497,705 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $497,705 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| 225 WEST 83RD STREET, UNIT 5V, NEW YORK, NY | $840,000 | $0 | $840,000 | $840,000 |
| 250 WEST 88TH STREET, UNIT 508, NEW YORK, NY | $530,000 | $0 | $530,000 | $530,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $20,021 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,021 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $387,597 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| BANK FEES | $221 | $221 | $0 |
| DUES AND SUBSCRIPTIONS | $250 | $0 | $250 |
| OFFICE SUPLIES | $495 | $0 | $495 |
| WEBSITE HOSTING FEES | $629 | $0 | $629 |
| PURCHASE OF ACCRUED INTEREST | $5,334 | $5,334 | $0 |
| AMORTIZATION OF BOND PREMIUM | $231 | $231 | $0 |
| INSURANCE | $5,776 | $5,776 | $0 |
| REPAIRS AND MAINTENANCE | $3,816 | $3,816 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT FEES | $9,949 | $9,949 | $0 |
| FOUNDATION MANANAGEMENT FEES | $1,639 | $0 | $1,639 |
| OTHER PROFESSIONAL FEES | $20,187 | $0 | $20,187 |