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HOWARD J SEDRAN FAMILY FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
HOWARD J SEDRAN FAMILY FOUNDATION (EIN 26-3729941)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202533219349106583
Schema version
2024v5.2
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)
Return2025-11-17T15:59:41-05:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1HEFFLER RADETICH & SAITTA LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11515 MARKET STREET SUITE 1700AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19102ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263729941EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1HOWARD J SEDRAN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% HOWARD SEDRANInCareOfNm
Business Name ControlHOWABusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1614 SPRUCE STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonHOWARD SEDRANPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2155926433PhoneNum
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
PTINP01055099PTIN
Phone2156658870PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$1,334,723FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$45InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$45InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$58,337DividendsRevAndExpnssAmt
Dividends Net Invst Incm$58,337DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$322NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,652GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$58,060TotalRevAndExpnssAmt
Total Net Invst Incm$58,382TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$2,310AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,310AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$0AccountingFeesAdjNetIncmAmt
Accounting Fees Chrtbl Prps$0AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$44OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$44OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$90InterestRevAndExpnssAmt
Interest Net Invst Incm$4InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,073TaxesRevAndExpnssAmt
Taxes Net Invst Incm$305TaxesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$3,517TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$2,663TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$0TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$15,800ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$15,800ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$19,317TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$2,663TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$0TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$15,800TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$38,743ExcessRevenueOverExpensesAmt
Net Investment Income$55,719NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$111,164CashBOYAmt
Cash EOY$130,849CashEOYAmt
Cash EOYFMV$130,849CashEOYFMVAmt
Corporate Bonds BOY$1,000,334CorporateBondsBOYAmt
Corporate Bonds EOY$1,022,002CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,203,874CorporateBondsEOYFMVAmt
Total Assets BOY$1,111,498TotalAssetsBOYAmt
Total Assets EOY$1,152,851TotalAssetsEOYAmt
Total Assets EOYFMV$1,334,723TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$300,000CapitalStockBOYAmt
Capital Stock EOY$300,000CapitalStockEOYAmt
Retained Earning BOY$811,498RetainedEarningBOYAmt
Retained Earning EOY$852,851RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$1,111,498TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,152,851TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,111,498TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,152,851TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,111,498TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$38,743ExcessRevenueOverExpensesAmt
Other Increases$2,610OtherIncreasesAmt
Subtotal$1,152,851SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,152,851TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
KYNDRYL HOLDINGS - 35 SHARES2016-03-082024-04-16$658$1,037-$379-$379
ORGANON & CO - 26 SHARES2012-01-132024-04-16$432$479-$47-$47
VIATRIS INC - 41 SHARES2012-01-132024-04-16$429$381$48$48
WABTEC INC - 1 SHARE2019-02-262024-04-16$133$77$56$56
FieldValueIRS element (for citing)
Capital Gain Net Income-$322CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$774InvestmentIncomeExciseTaxAmt
Subtotal$774SubtotalAmt
Tax Based On Investment Income$774TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Total Payments And Credits$0TotalPaymentsAndCreditsAmt
Es Penalty$43EsPenaltyAmt
Tax Due$817TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1HOWARD SEDRANBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2155921500PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1614 SPRUCE STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonHOWARD J SEDRANPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1614 SPRUCE STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd
FieldValueIRS element (for citing)
TitlePRESIDENTTitleTxt
Average Hrs Per Wk Devoted To Pos0AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$1,218,375AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$116,757AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,335,132TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,335,132AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$20,027CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,315,105NetVlNoncharitableAssetsAmt
Minimum Investment Return$65,755MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$65,755MinimumInvestmentReturnAmt
Tax Based On Investment Income$774TaxBasedOnInvestmentIncomeAmt
Total Tax$774TotalTaxAmt
Distributable Before Adj$64,981DistributableBeforeAdjAmt
Distributable Before Ded$64,981DistributableBeforeDedAmt
Distributable As Adjusted$64,981DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$15,800ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$15,800QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$64,981DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Prior Year12022PriorYear1Yr
Prior Year22021PriorYear2Yr
Prior Year32020PriorYear3Yr
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$6,677ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$20,510ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$8,927ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,395ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$79,301ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$118,810TotalExcessDistributionCyovAmt
Qualifying Distributions$15,800QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Current Year$15,800AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$49,181ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$49,181ExcessDistributionCyovAppCYAmt
Total Corpus$69,629TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$69,629ExcessDistriCyovToNextYrAmt
Excess From Year1$69,629ExcessFromYear1Amt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerHOWARD J SEDRAN PRESIDENTContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line1RecipientForeignAddress/AddressLine1TxtCityRecipientForeignAddress/CityNmCountryRecipientForeignAddress/CountryCdForeign PostalRecipientForeignAddress/ForeignPostalCd
RUBY'S KIDS
C/O WEISS HOLISTIC HEALTH CENTER453 JOHNSON STREET SUITE 101JENKINTOWNPA19046NONEPCUNRESTRICTED$0
SAVE THE CHILDREN
54 WILTON ROADWESTPORTCT06880NONEPCUNRESTRICTED$3,000
UNIVERSITY OF MIAMI SCHOOL OF LAW
1311 MILLER DRIVECORAL GABLESFL331242932NONEPCUNRESTRICTED$0
WHYY
150 N 6TH STREETINDEPENDENCE MALL WESTPHILADELPHIAPA19106NONEPCUNRESTRICTED$0
AGAINST MALARIA FOUNDATION
NONEPCUNRESTRICTED$010 BRICKET ROAD ST ALBANSHERTSUKAL1 3JX
AMERICAN FRIENDS OF MAGEN DAVID ADOM
888 SEVENTH AVENUESUITE 403NEW YORKNY10106NONEPCUNRESCTRICTED$0
CLEAN AIR COUNCIL
135 S 19TH STREET SUITE 300PHILADELPHIAPA19103NONEPCUNRESTRICTED$0
ATHENAEUM OF PHILADELPHIA
219 S SIXTH STPHILADELPHIAPA19106NONEPCUNRESTRICTED$0
WNET
825 EIGHTH AVE14TH FLRNEW YORKNY10019NONEPCUNRESTRICTED$0
AMERICAN UNIVERSITY ANNUAL GIVING FUND
4400 MASSACHUSETTS AVENUE NWWASHINGTON DCDC20016PCUNRESTRICTED$0
OUTDOOR OUTREACH
5275 MARKET STSUITE 21SAN DIEGOCA92114PCUNRESTRICTED$0
SETTLEMENT MUSIC SCHOOL
4910 WYNNEFIELD AVENUEPHILADELPHIAPA19131NONEPCUNRESTRICTED$0
LIVING BEYOND BREAST CANCER
40 MONUMENT RD 104BALA CYNWYDPA19004NONEPCUNRESTRICTED$0
BARNARD COLLEGE
3009 BROADWAYNEW YORKNY10027NONEPCUNRESTRICTED$0
HEIFER PROJECT INTERNATIONAL INC
1 WORLD AVENUELITTLE ROCKAR72202NONEPCUNRESTRICTED$0
MAGEE REHABILITATION HOSPITAL FOUNDATION
1513 RACE STREETPHILADELPHIAPA19102NONEPCUNRESTRICTED$0
NATIONAL TRUST FOR HISTORIC PRESERVATION
2600 VIRGINIA AVE NW SUITE 1100WASHINGTONDC20037NONEPCUNRESTRICTED$0
NEW YORK PUBLIC LIBRARY
476 FIFTH AVENUENEW YORKNY10018NONEPCUNRESTRICTED$0
PENNSYLVANIA ACADEMY OF THE FINE ARTS
128 N BROAD STREETPHILADELPHIAPA19102NONEPCUNRESTRICTED$0
PHILA SOCIETY FOR THE PRESERVATION OF LANDMARKS
321 SOUTH 4TH STREETPHILADELPHIAPA19106NONEPCUNRESTRICTED$0
SPRINGSIDE CHESTNUT HILL ACADEMY
SCH ACADEMY 500 WWILLOW GROVEPHILADELPHIAPA19118NONEPCUNRESTRICTED$0
ST PETERS SCHOOL
319 LOMBARD STPHILADELPHIAPA19047NONEPCUNRESTRICTED$0
UNITED STATES ASSOCIATION FOR UNHCR
1310 L ST NW STE 450WASHINGTONDC20005NONEPCUNRESTRICTED$0
WOMEN FOR WOMEN INTERNATIONAL
2000 M STREET NW SUITE 200WASHINGTONDC20036NONEPCUNRESTRICTED$0
WNYC RADIO
1600 VARICK STREET 9TH FLOORNEW YORKNY10013NONEPCUNRESTRICTED$0
CLEAN WATER ACTION
1444 EYE STREET NW SUITE 400WASHINGTONDC20005PCUNRESTRICTED$0
PLANNED PARENTHOOD
PO BOX 97166WASHINGTONDC20090NONEEOFUNRESTRICTED$4,000
WILLS EYE FOUNDATION
840 WALNUT STREETPHILADELPHIAPA19107NONEPCUNRESTRICTED$0
AMERICAN HEART ASSOCIATION INC
7272 GREENVILLE AVENUEDALLASTX75231NONEPCUNRESTRICTED$0
DOCTORS WITHOUT BORDERS
40 RECTOR STREET 16TH FLOORNEW YORKNY10006NONEPCUNRESTRICTED$0
ENVIRONMENTAL DEFENSE FUND
1875 CONNECTICUT AVE NWSUITE 600WASHINGTONDC20009NONEPCUNRESTRICTED$0
JCFS
2100 ARCH STREETPHILADELPHIAPA19103NONEPCUNRESTRICTED$1,000
THOMAS JEFFERSON UNIVERSITY
111 S 11TH STPHILADELPHIAPA19107NONEPCUNRESTRICTED$0
CLEVELAND CLINIC FOUNDATION
PO BOX 931517CLEVELANDOH44193NONEPCUNRESTRICTED$0
AMNESTY INTERNATIONAL USA INC
311 W 43RD ST 7TH FLNEW YORKNY10036NONEPCUNRESTRICTED$0
MEMORIAL SLOAN KETTERING CANCER CENTER
PO BOX 27106GIFT ADMINISTRATIONNEW YORKNY10087NONEPCUNRESTRICTED$0
NJTV
PO BOX 5776ENGLEWOODNJ07631NONEPCUNRESTRICTED$0
PENN ENVIRONMENT
1420 WALNUT STREETSUITE 650PHILADELPHIAPA19102NONEPCUNRESTRICTED$1,500
PHILABUNDANCE
3616 S GALLOWAY STPHILADELPHIAPA19148NONEPCUNRESTRICTED$0
PHILADELPHIA ORCHESTRA
1 SOUTH BROAD STREET14TH FLOORPHILADELPHIAPA19107NONEPCUNRESTRICTED$0
VFW POST 1963
301 KENNEDY BLVDSEA ISLE CITYNJ08243NONEPCUNRESTRICTED$0
WEIZMANN INSTITUTE OF SCIENCE
633 THIRD AVENUENEW YORKNY10017NONEPCUNRESTRICTED$0
WEITZMAN NATIONAL MUSEUM AMERICAN JEWISH HISTORY
101 SOUTH INDPENDENCE MALL EASTPHILADELPHIAPA19106NONEPCUNRESTRICTED$0
WORLD WILDLIFE FUND
1250 24TH ST NWWASHINGTONDC20037NONEPCUNRESTRICTED$0
FREE LIBRARY FUND
2000 HAMILTON STREETSTE 201PHILADELPHIAPA19130NONEPCUNRESTRICTED$300
GREENPEACE
1300 EYE STREET NWSUITE 1100 EASTWASHINGTONDC20005NONEUNRESTRICTED$2,000
PHILADELPHIA BALLET
323 NORTH BROAD STREETPHILADELPHIAPA19107NONEUNRESTRICTED$3,000
FRIENDS LAUREL HILL
3822 RIDGE AVEPHILADELPHIAPA19132NONEUNRESTRICTED$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$15,800TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$45ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$58,337ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment IncomeOtherInvestmentIncomeGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$322ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$58,060ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$58,060TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$2,310Amt
Net Investment Income$2,310NetInvestmentIncomeAmt

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondUBS INVESTMENTSBondNm
EOY Book Value$1,022,002EOYBookValueAmt
EOYFMV$1,203,874EOYFMVAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescRETURN OF CAPITAL FROM INVESTMENTSDesc
Amt$2,610Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryBROKERAGE FEES PAIDCategoryTxt
Amt$44Amt
Net Investment Income$44NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
EXCISE TAXES PAID$768$0
FOREIGN TAXES PAID$305$305