ROBERT M & MARTHA J SUPLEE FNDTN: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT M & MARTHA J SUPLEE FNDTN (EIN 02-0798403)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202513179349103621
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T16:25:49-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 743068464 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LEITZELL & ECONOMIDIS PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 90 S NEWTOWN STREET ROAD | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020798403 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT M AND MARTHA J SUPLEE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ROBERT J LEITZELL | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 6106136015 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1743 ASHBROOKE AVENUE | AddressLine1Txt |
| City | GARNET VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19060 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J LEITZELL | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 6106136015 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA F LEITZELL | PreparerPersonNm |
| PTIN | P01086007 | PTIN |
| Phone | 6105665450 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,218,078 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $262 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $262 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $74,827 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $74,827 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,457 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $464,658 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,457 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$2,283 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $104,546 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $102,263 | 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 |
| Accounting Fees Rev And Expnss | $1,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $227 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $120 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,947 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $102,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $102,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $103,947 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $102,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $599 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $102,263 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158 | CashBOYAmt |
| Cash EOY | $336 | CashEOYAmt |
| Cash EOYFMV | $336 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $40,114 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $47,660 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $47,660 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $35,821 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $35,821 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $35,821 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $35,821 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $1,912,844 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,134,261 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,134,261 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,988,937 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,218,078 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,218,078 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,988,937 | RetainedEarningBOYAmt |
| Retained Earning EOY | $2,218,078 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,988,937 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,218,078 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,988,937 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,218,078 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,988,937 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $599 | ExcessRevenueOverExpensesAmt |
| Other Increases | $229,219 | OtherIncreasesAmt |
| Subtotal | $2,218,755 | SubtotalAmt |
| Other Decreases | $677 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,218,078 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| APOLLO CMM | P | 2014-01-12 | 2024-02-07 | $13,831 | $13,959 | -$128 | -$128 |
| BLUE OWL | P | 2024-08-15 | $18,637 | $18,737 | -$100 | -$100 | |
| BLUE OWL | P | 2024-12-03 | $29,437 | $31,558 | -$2,121 | -$2,121 | |
| COMCAST | P | 2024-12-05 | $9 | $9 | $0 | $0 | |
| COMCAST | P | 2024-12-05 | $283 | $276 | $7 | $7 | |
| DEVON | P | 2024-01-25 | $1,519 | $1,811 | -$292 | -$292 | |
| DEVON | P | 2024-01-25 | $14,809 | $21,255 | -$6,446 | -$6,446 | |
| DEVON | P | 2023-12-29 | 2024-01-26 | $35 | $67 | -$32 | -$32 |
| FLAGSTAR | P | 2024-10-08 | $21,395 | $20,263 | $1,132 | $1,132 | |
| INVESCO GOLD | P | 2024-04-02 | $8,858 | $10,068 | -$1,210 | -$1,210 | |
| INVESCO STEELPATH | P | 2024-03-12 | $17,178 | $15,707 | $1,471 | $1,471 | |
| ISHARES GOLD | P | 2024-04-02 | 2024-11-06 | $12,396 | $10,862 | $1,534 | $1,534 |
| JP MORGAN | P | 2019-12-09 | 2024-12-05 | $10,000 | $6,574 | $3,426 | $3,426 |
| NY MTG DTR | P | 2024-12-03 | $2,821 | $2,613 | $208 | $208 | |
| NY MTG DTR | P | 2024-12-03 | $32,885 | $20,340 | $12,545 | $12,545 | |
| NY MTG TR INC | P | 2024-12-03 | $9 | $8 | $1 | $1 | |
| NUVEEN | P | 2024-12-03 | $36,489 | $35,979 | $510 | $510 | |
| NYDIA | P | 2017-05-14 | 2024-06-07 | $7 | $1 | $6 | $6 |
| OFS CAPITAL | P | 2024-05-07 | $31,355 | $36,841 | -$5,486 | -$5,486 | |
| OFS CAPITAL | P | 2024-07-09 | $3,146 | $3,972 | -$826 | -$826 | |
| OFS CAPITAL | P | 2024-07-09 | $2,320 | $2,790 | -$470 | -$470 | |
| PFIZER | P | 2024-10-29 | $20,321 | $20,646 | -$325 | -$325 | |
| PROSPECT CAPITAL CORTP | P | 2024-11-13 | $8,439 | $12,001 | -$3,562 | -$3,562 | |
| PROSPECT CAPITAL CORTP | P | 2024-11-13 | $155 | $155 | $0 | $0 | |
| PROSPECT CAPITAL CORTP | P | 2024-11-20 | $3,473 | $4,590 | -$1,117 | -$1,117 | |
| PROSPECT CAPITAL CORTP | P | 2024-11-20 | $160 | $294 | -$134 | -$134 | |
| PROSPECT CAPITAL CORTP | P | 2024-11-19 | 2024-11-20 | $3 | $4 | -$1 | -$1 |
| RITHM CAP | P | 2024-12-05 | $10,995 | $15,795 | -$4,800 | -$4,800 | |
| UNIT FT TGT GLB | P | 2024-07-25 | 2024-09-11 | $44,565 | $44,593 | -$28 | -$28 |
| TORTOISE ENERGY | P | 2018-12-04 | 2024-09-11 | $8,900 | $19,199 | -$10,299 | -$10,299 |
| UNIT INV GLOBAL 45 | P | 2023-12-04 | 2024-12-18 | $65,881 | $64,205 | $1,676 | $1,676 |
| UN INV GLOBAL | P | $29 | $29 | $0 | $0 | ||
| CAPITAL GAINS DIVIDENDS | P | $44,318 | $44,318 | $44,318 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,457 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,421 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,421 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,421 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $36 | EsPenaltyAmt |
| Tax Due | $1,457 | TaxDueAmt |
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 | 0 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | FOUNDATION SECRETARY | IndividualWithBooksNm |
| Phone | 6106136015 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1743 ASHBROOKE AVENUE | AddressLine1Txt |
| City | GARNET VALLEY | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19060 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| STERIANNE ECONOMIDIS STEFANIDIS | ||||||||
| 90 S NEWTOWN STREET ROAD | NEWTOWN SQUARE | PA | 19073 | VICE PRESIDENT | 3.00 | $0 | $0 | $0 |
| ROBERT J LEITZELL ESQUIRE | ||||||||
| 1743 ASHBROOKE AVENUE | GARNET VALLEY | PA | 19060 | PRESIDENT AND SECRETARY | 3.00 | $0 | $0 | $0 |
| GEORGE ECONOMIDES | ||||||||
| 1030 EAST LANCASTER AVENUE | ROSEMONT | PA | 19010 | BOARD MEMBER | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | TOTAL CHARITABLE CONTRIBUTIONS AS LISTED | Description1Txt |
| Expenses1 | $102,000 | Expenses1Amt |
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 | $2,062,315 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $160 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,062,475 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,062,475 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $30,937 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,031,538 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,577 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,577 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,421 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,421 | TotalTaxAmt |
| Distributable Before Adj | $100,156 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $100,156 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $100,156 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $102,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $102,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $100,156 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $62,650 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $102,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $62,650 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $39,350 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $60,806 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ABRAMSON CANCER CENTER | ||||||||
| PENN MEDICINE | PHILADELPHIA | PA | 19107 | NONE | HOSPITAL RESEARCH | CHARITABLE-CANCER RESEARCH | $5,000 | |
| ALS | ||||||||
| 1275 K STREET NW | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | CHARITABLE--PROVIDING FUNDS FOR RESEARCH, CARE SERVICES, PUBLIC POLICY | $4,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 399 MARKET STREET | PHILADELPHIA | PA | 19106 | NONE | PUBLIC CHARITY | CHARITABLE--TO PROVIDE RESEARCH AND ASSISTANCE WITH PEOPLE WITH ALS | $5,000 | |
| AMERICAN CANCER SOCIETY | ||||||||
| PO BOX 22718 | OKLAHOMA CITY | OK | 73123 | NONE | PUBLIC CHARITY | CHARITABLE-CANCER RESEARCH | $5,000 | |
| AMERICAN HEART ASSOCIATION | ||||||||
| 1617 JFK BOULEVARD | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--HEART DISEASE RESEARCH | $5,000 | |
| AMERICAN RED CROSS | ||||||||
| 2221 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--PROVIDING FUNDS TO HELP THOSE IN NEED | $5,000 | |
| CYSTIC FIBROSIS FOUNDATION | ||||||||
| 3803 WEST CHESTER PIKE | NEWTOWN SQUARE | PA | 19073 | NONE | PUBLIC CHARITY | CHARITABLE--FUNDING FOR RESEARCH TO CURE CYSTIC FIBROSIS | $4,000 | |
| GRAND STEPPING UP | ||||||||
| 887 FAIRFAX ROAD | DREXEL HILL | PA | 19026 | NONE | PUBLIC CHARITY | CHARITABLE --TO HELP GRANDPARENTS RAISING THEIR GRANDCHILDREN | $1,000 | |
| LAINIE LEITZELL MEMORIAL SCHOLARSHIP FUND UNIVERSITY OF PA | ||||||||
| UNIVERSITY OF PENNSYLVANIA 3535 | PHILADELPHIA | PA | 19104 | NONE | SCHOOL | TO FOSTER EDUCATION SCHOLARSHIPS TO THE UNIVERSITY OF PENNSYLVANIA | $4,000 | MARKET STREET |
| LITTLE PEOPLE OF AMERICA | ||||||||
| 250 EL CAMINO REAL | TUSTIN | CA | 92780 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP AND PROVIDE SUPPORT FOR PERSONS OF SHORT STATURE | $6,000 | |
| MAKE A WISH FOUNDATION | ||||||||
| 707 GRANT STREET | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | CHARITABLE-TO HELP ILL CHILDREN | $4,000 | |
| MULTIPLE SCLEROSIS ASSOCATION OF AMERICA | ||||||||
| 30 S 17TH STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--FUNDING FOR RESEARCH AND HELP THOSE WITH MS | $4,000 | |
| MUSCULAR DYSTROPHY ASSOCATION | ||||||||
| 600 REED ROAD | BROOMALL | PA | 19008 | NONE | PUBLIC CHARITY | CHARITABLE--FUNDING TO CURE MUSCULAR DYSTROPHY | $4,000 | |
| PHILOPTOCHOS OF ST NICHOLAS | ||||||||
| 13 S MT VERNON AVE | ATLANTIC CITY | NJ | 08401 | NONE | PUBLIC CHARITY | CHARITABLE--PROVIDING SOCIAL SERVICES TO IMPROVE QUALITY OF LIFE IN THE COMMUNITY | $8,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 10001 | NONE | PUBLIC CHARITY | CHARITABLE-FUNDING FOR RESEARCH IN PROSTATE CANCER | $5,000 | |
| SHRINER'S HOSPITALS FOR CHILDREN | ||||||||
| 3551 N BROAD STREET | PHILADELPHIA | PA | 19140 | NONE | PUBLIC CHARITY | CHARITABLE--DEDICATED TO IMPROVING THE LIVES OF CHILDREN | $5,000 | |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | NONE | HOSPITAL RESEARCH | CHARITABLE--RESEARCH FOR ILL CHILDREN | $5,000 | |
| SUSAN G KOMEN FOR THE CURE | ||||||||
| BOX 650309 | DALLAS | TX | 75265 | NONE | PUBLIC CHARITY | CHARITABLE--BREAST CANCER RESEARCH | $5,000 | |
| TUNNELS TO TOWERS | ||||||||
| 2361 HYLAN BOULEVARD | STATEN ISLAND | NY | 10306 | NONE | PUBLIC CHARITY | CHARITABLE--INTERNATIONAL RELIEF | $4,000 | |
| UNITED WAY OF PHILADELPHIA | ||||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP FUND POVERTY PROGRAMS TO BREAK THE CYCLE OF PROVERTY | $4,000 | |
| WILLIAMSON FREE SCHOOL OF MECHANICAL TRADES | ||||||||
| 142 SOUTH NEW MIDDLETOWN ROAD | MEDIA | PA | 19063 | NONE | SCHOOL | CHARITABLE--ADVANCEMENT OF SCHOOL MISSION | $5,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 301 GRANT STREET SUITE 900 | PITTSBURGH | PA | 15219 | NONE | PUBLIC CHARITY | CHARITABLE--TO HELP THOSE RETURNING VETERANS | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $102,000 | 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) |
|---|---|---|
| Related Or Exempt Function Incm | $262 | RelatedOrExemptFunctionIncmAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $74,827 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $29,457 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $104,546 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $104,546 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
| 4 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
| 8 | INVESTMENT EARNINGS TO ALLOW FURTHER GROWTH FOR INCREASED DONATIONS |
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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $1,600 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN FUNDS | FMV | $406,548 | $406,548 |
| BEST VEST | FMV | $621,834 | $621,834 |
| MORGAN STANLEY | FMV | $1,105,879 | $1,105,879 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAXES | Desc |
| Amt | $677 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK CHARGE | Desc |
| Revenue And Expenses Per Books | $120 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENERGY TRANSFER | $0 | -$48 | $0 |
| ENTERPRISE | $0 | -$2,235 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN OR LOSS | Desc |
| Amt | $229,219 | Amt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX | CategoryTxt |
| Amt | $227 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |