ASH FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ASH FAMILY FOUNDATION (EIN 23-2225051)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-06-13
- IRS object ID
- 201741649349100309
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-13T14:41:11-05:00 | ReturnTs |
| Tax Period End | 2016-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231404723 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOX ROTHSCHILD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET ST - 20TH FLR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191033222 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232225051 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASH FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASH | BusinessNameControlTxt |
| Phone | 6105251722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | MATLIN 2000 MARKET ST-20TH FLR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191033222 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBIN MATLIN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 6105251722 | PhoneNum |
| Signature | 2017-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBIN B MATLIN | PreparerPersonNm |
| PTIN | P00369563 | PTIN |
| Phone | 2152992072 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $256,480 | 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 | $14,759 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $12,073 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $12,073 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,416 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $76,175 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,416 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $38,251 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $23,492 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,800 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,400 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,400 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $484 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $150 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $150 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,434 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,550 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,400 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $80,388 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $80,388 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $83,822 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,550 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $81,788 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$45,571 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,942 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $44,525 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $44,525 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Bonds BOY | $102,249 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $102,249 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $105,542 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $198,979 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $123,979 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $106,413 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $341,324 | TotalAssetsBOYAmt |
| Total Assets EOY | $270,753 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $256,480 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $341,324 | CapitalStockBOYAmt |
| Capital Stock EOY | $270,753 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $341,324 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $270,753 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $341,324 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $270,753 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $341,324 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$45,571 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $295,753 | SubtotalAmt |
| Other Decreases | $25,000 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $270,753 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 25,000 STATE OF ISRAEL 2.75% 1/1/16 | P | 2011-01-20 | 2016-01-01 | $25,000 | $25,000 | $0 | $0 |
| 25,000 STATE OF ISRAEL 1.28% 3/1/16 | P | 2014-03-12 | 2016-05-13 | $25,000 | $25,000 | $0 | $0 |
| 500 SHS DOW CHEMICAL | D | 2012-08-15 | 2016-08-15 | $26,175 | $14,759 | $11,416 | $11,416 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,416 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $63,161 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $306,627 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.205986 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $71,347 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $326,904 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.218251 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $45,480 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $316,417 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.143734 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,508 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $344,433 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.259871 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $74,713 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $435,184 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.171681 | DistributionYr5Rt |
| Total Distribution | 0.999523 | TotalDistributionRt |
| Average Distribution | 0.199905 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $270,119 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,998 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $219 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $54,217 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $81,788 | 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 | $219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $400 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $400 | TotalPaymentsAndCreditsAmt |
| Overpayment | $181 | OverpaymentAmt |
| Applied To ES Tax | $181 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ROBIN B MATLIN ESQ | IndividualWithBooksNm |
| Phone | 2152992072 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2000 MARKET ST 20TH FLR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191033222 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 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 |
|---|---|---|---|---|---|---|---|---|
| FRANKLIN C ASH | ||||||||
| 1076 BROADMOOR ROAD | BRYN MAWR | PA | 19010 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBIN B MATLIN | ||||||||
| 2000 MARKET ST-20TH FLR | PHILADELPHIA | PA | 19103 | TRUSTEE | 1.00 | $0 | $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 | $238,380 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $35,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $274,232 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $274,232 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,113 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $270,119 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,506 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $13,506 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $219 | TotalTaxAmt |
| Distributable Before Adj | $13,287 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $13,287 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $13,287 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $81,788 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $81,788 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $219 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $81,569 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $13,287 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $53,448 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $72,670 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $30,016 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,340 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $48,658 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $260,132 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $81,788 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $13,287 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,501 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $328,633 | 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 | $53,448 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $275,185 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $72,670 | ExcessFromYear4Amt |
| Excess From Year3 | $30,016 | ExcessFromYear3Amt |
| Excess From Year2 | $55,340 | ExcessFromYear2Amt |
| Excess From Year1 | $48,658 | ExcessFromYear1Amt |
| Excess From Current Year | $68,501 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANKLIN C ASH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABINGTON MEMORIAL HOSPITAL FOUNDATION | |||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | NONE | EXEMPT | CHARITABLE | $50 |
| ABRAMSON CENTER FOR JEWISH LIFE | |||||||
| 1425 HORSHAM ROAD | NORTH WALES | PA | 19454 | NONE | EXEMPT | CHARITABLE | $500 |
| AFRICAN WILDLIFE FOUNDATION (AKA AWF) | |||||||
| 1400 16TH ST NW STE 120 | WASHINGTON | DC | 20036 | NONE | EXEMPT | CHARITABLE | $100 |
| AISH HATORAH (AKA AISH OF GREATER WASHINGTON) | |||||||
| 11418 OLD GEORGETOWN ROAD | NORTH BETHESDA | MD | 20852 | NONE | EXEMPT | CHARITABLE | $500 |
| ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION (AKA ALZHEIMER'S ASSOC) | |||||||
| 225 N MICHIGAN AVE 17TH FL | CHICAGO | IL | 60601 | NONE | EXEMPT | CHARITABLE | $3,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 SEVENTH AVE STE 400 | NEW YORK | NY | 10001 | NONE | EXEMPT | CHARITABLE | $380 |
| ANIMAL CARE AND CONTROL TEAM (AKA ACCT PHILLY) | |||||||
| 111 W HUNTING PARK AVE | PHILADELPHIA | PA | 19140 | NONE | EXEMPT | CHARITABLE | $100 |
| BRYN MAWR HOSPITAL FOUNDATION | |||||||
| 130 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | EXEMPT | CHARITABLE | $1,000 |
| DREAMCHASER PMU RESCUE & REHABILITATION (AKA DREAMCHASER HORSE RESCUE) | |||||||
| DUNROVIN RANCH 6340 KINCHELOE DR | FALCON | MO | 65470 | NONE | EXEMPT | CHARITABLE | $108 |
| FOUR PAWS INTERNATIONAL | |||||||
| 6 BEACON ST STE 1110 | BOSTON | MA | 02108 | NONE | EXEMPT | CHARITABLE | $100 |
| FRIENDS OF THE IDF | |||||||
| 1430 BROADWAY STE 1430 | NEW YORK | NY | 10018 | NONE | EXEMPT | CHARITABLE | $360 |
| HIAS & COUNCIL MIGRATION SERVICE OF PHILA | |||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | NONE | EXEMPT | CHARITABLE | $10,000 |
| JEVS HUMAN SERVICES | |||||||
| 1845 WALNUT ST | PHILADELPHIA | PA | 19103 | NONE | EXEMPT | CHARITABLE | $36,690 |
| JEWISH COMMUNITY CENTER OF THE GREATER PALM BEACHES (AKA MANDEL JCC) | |||||||
| 8500 JOG ROAD | BOYNTON BEACH | FL | 33472 | NONE | EXEMPT | CHARITABLE | $250 |
| JEWISH FEDERATION OF GREATER PHILA | |||||||
| 2100 ARCH ST | PHILADELPHIA | PA | 19103 | NONE | EXEMPT | CHARITABLE | $10,000 |
| JUDITH CREED HOMES FOR ADULT INDEPENDENCE (AKA JCHAI) | |||||||
| 274 S BRYN MAWR AVE | BRYN MAWR | PA | 19010 | NONE | EXEMPT | CHARITABLE | $250 |
| LEUKEMIA & LYMPHOMA SOCIETY (AKA LLS) | |||||||
| 3 INTERNATIONAL DR STE 200 | RYE BROOK | NY | 10573 | NONE | EXEMPT | CHARITABLE | $50 |
| MANN CENTER FOR THE PERFORMING ARTS | |||||||
| 5201 PARKSIDE AVENUE | PHILADELPHIA | PA | 19131 | NONE | EXEMPT | CHARITABLE | $500 |
| MIDDLE ATLANTIC BLIND GOLF ASSN | |||||||
| 1674 THAYER DRIVE | BLUE BELL | PA | 19422 | NONE | EXEMPT | CHARITABLE | $100 |
| PARKINSONS COUNCIL | |||||||
| 111 PRESIDENTIAL BLVD STE 141 | BALA CYNWYD | PA | 19004 | NONE | EXEMPT | CHARITABLE | $1,000 |
| PHILADELPHIA ORCHESTRA ASSOCIATION | |||||||
| 1 S BROAD ST FL 14 | PHILADELPHIA | PA | 19107 | NONE | EXEMPT | CHARITABLE | $500 |
| PRIDEROCK WILDLIFE REFUGE | |||||||
| PO BOX 1594 | TERRELL | TX | 75160 | NONE | EXEMPT | CHARITABLE | $50 |
| RICHARD J CARON FOUNDATION (AKA CARON TREATMENT CENTERS) | |||||||
| PO BOX 150 | WERNERSVILLE | PA | 19565 | NONE | EXEMPT | CHARITABLE | $1,000 |
| SPECIAL OLYMPICS OF PENNSYLVANIA INC (AKA SOPA) | |||||||
| 2570 BLVD OF THE GENERALS STE 124 | NORRISTOWN | PA | 19403 | NONE | EXEMPT | CHARITABLE | $500 |
| TERRI LYNNE LOKOFF CHILD CARE FOUNDATION | |||||||
| 100 ROSS ROAD 160 | KING OF PRUSSIA | PA | 19406 | NONE | EXEMPT | CHARITABLE | $250 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (AKA UPENN) | |||||||
| 3451 WALNUT ST STE 305 | PHILADELPHIA | PA | 19104 | NONE | EXEMPT | CHARITABLE | $10,000 |
| UNIVERSITY OF THE ARTS | |||||||
| 330 S BROAD ST | PHILADELPHIA | PA | 19102 | NONE | EXEMPT | CHARITABLE | $1,000 |
| VOLUNTEER MEDICAL SERVICE CORPS OF NARBERTH (AKA VMSC NARBERTH AMBULANCE) | |||||||
| 101 SIBLEY AVE | ARDMORE | PA | 19003 | NONE | EXEMPT | CHARITABLE | $100 |
| WALNUT STREET THEATRE | |||||||
| 9TH WALNUT STREETS | PHILADELPHIA | PA | 19102 | NONE | EXEMPT | CHARITABLE | $1,500 |
| WHYY | |||||||
| 150 NORTH 6TH STREET | PHILADELPHIA | PA | 19106 | NONE | EXEMPT | CHARITABLE | $450 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $80,388 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $12,073 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,416 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $23,492 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $23,492 | 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 Person | FRANKLIN C ASH | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1076 BROADMOOR ROAD | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $14,759 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 500 SHARES DOW CHEMICAL | NoncashPropertyDesc |
| Fair Market Value | $14,759 | FairMarketValueAmt |
| Received | 2016-08-12 | ReceivedDt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 20,000 GOLDMAN SACHS GROUP GLB 4% 8/30/23 | $20,000 | $20,491 |
| 25,000 AMERICAN INTL GRP NTS 5.85% 1/16/18 | $25,962 | $26,282 |
| 25,000 GENERAL ELECTRIC CAP CORP 5.1% 2/15/19 | $25,000 | $26,854 |
| 25,000 GENERAL ELECTRIC CAP CORP GLB 5.625% 5/1/18 | $26,108 | $26,654 |
| 5,000 GOLDMAN SACHS GROUP GLB 5.95% 1/18/18 | $5,179 | $5,261 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 10,000 STATE OF ISRAEL 2.09% 12/1/17 | FMV | $10,000 | $10,000 |
| 50,000 GOLDMAN SACHS BANK CERT DEP 5% 3/5/18 | FMV | $50,000 | $52,358 |
| 9,900 SHS MFS INTERMEDIATE INCOME TRUST SBI | FMV | $63,979 | $44,055 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOX ROTHSCHILD LLP | CategoryTxt |
| Legal Fees | $2,800 | LegalFeesAmt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,400 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR YEAR BOND MATURATION MISCLASSIFIED AS CONTRIBUTION RECEIVED | Desc |
| Amt | $25,000 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UBS FINANCIAL SERVICES - ANNUAL FEE | Desc |
| Revenue And Expenses Per Books | $150 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $150 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANKLIN C ASH | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1076 BROADMOOR ROAD | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 10/31/2015 FEDERAL EXCISE TAX BALANCE DUE | $84 | $0 | $0 |
| 3/30/2016 FEDERAL EXCISE TAX ESTIMATED PAYMENT | $400 | $0 | $0 |