BARBARA SILVER LEVIN FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- BARBARA SILVER LEVIN FOUNDATION INC (EIN 23-2984801)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-03-02
- IRS object ID
- 202610619349100956
- Schema version
- 2025v4.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-02T16:47:17-06:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 464107791 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SILVER FREEDMAN TAFF & TIERNAN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3299 K ST NW STE 100 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200074444 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232984801 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BARBARA SILVER LEVIN FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BARB | BusinessNameControlTxt |
| Phone | 2155921500 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO D LEVIN 510 WALNUT ST 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191063697 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DANIEL LEVIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2155921500 | PhoneNum |
| Signature | 2026-03-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN ALPERT | PreparerPersonNm |
| PTIN | P00295415 | PTIN |
| Phone | 2022954522 | PhoneNum |
| Preparation | 2026-03-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | 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 | $3,644,818 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $41,578 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,578 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $594,838 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,723,709 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $594,838 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $636,416 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $636,416 | 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 | $6,409 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,409 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $3,619 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,028 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,409 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $165,350 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $165,350 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $175,378 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,409 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $165,350 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $461,038 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $630,007 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $53,041 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,629 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,629 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $2,687,907 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $3,155,357 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,598,189 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $2,740,948 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,201,986 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,644,818 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $2,740,948 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,201,986 | 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 | $2,740,948 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,201,986 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,740,948 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,201,986 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,740,948 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $461,038 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $3,201,986 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,201,986 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| FIRST TRUST WTR UTIL & INFRA SEL 69 SA CA | P | 2023-02-14 | 2028-01-27 | $41,586 | $33,509 | $8,077 | $8,077 |
| FIRST TRUST CAPITAL STRENGTH 64 SA CA | P | 2023-02-27 | 2025-02-21 | $282,236 | $197,761 | $84,475 | $84,475 |
| FIRST TRUST DIVIDEND STRENGTH 60 MO CA | P | 2023-03-07 | 2025-03-03 | $198,302 | $179,811 | $18,491 | $18,491 |
| FIRST TRUST EQUITY INCOME SELECT 78 MO CA | P | 2023-07-20 | 2025-06-13 | $255,916 | $226,600 | $29,316 | $29,316 |
| FIRST TRUST AEROSPACE & DEFENSE 41 SA CA | P | 2023-08-29 | 2025-08-28 | $64,350 | $36,654 | $27,696 | $27,696 |
| FIRST TRUST EQUITY INCOME SELECT 79 MO CA | P | 2023-10-19 | 2025-09-08 | $286,182 | $209,238 | $76,944 | $76,944 |
| FIRST TRUST DIVIDEND STRENGTH 63 MO CA | P | 2023-12-12 | 2025-12-01 | $134,551 | $119,131 | $15,420 | $15,420 |
| AMERICAN WATER WORKS COMPANY | P | 2019-05-02 | 2025-10-21 | $52,200 | $40,153 | $12,047 | $12,047 |
| AMERICAN WATER WORKS COMPANY | P | 2020-01-23 | 2025-10-21 | $13,826 | $13,408 | $418 | $418 |
| JPMORGAN MID CAP VALUE CL A | P | 2021-03-22 | 2025-10-21 | $64,980 | $72,606 | -$7,626 | -$7,626 |
| Capital Gains Dividends | P | $329,580 | $329,580 | $329,580 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $594,838 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,757 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,757 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,757 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,720 | 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 | $2,720 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $6,037 | 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 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | DANIEL LEVIN | IndividualWithBooksNm |
| Phone | 2155921500 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 510 WALNUT ST 500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191063697 | 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 |
|---|---|---|---|---|---|---|---|---|
| DANIEL LEVIN | ||||||||
| 2941 NORMANDY RD | ARDMORE | PA | 19003 | PRESIDENT, TRUSTEE | 0.10 | $0 | $0 | $0 |
| DAWN SCHWAB | ||||||||
| 15 EAST NEWFIELD RD | BALA CYNWYD | PA | 19004 | VICE PRESIDENT, TRUSTEE | 0.01 | $0 | $0 | $0 |
| REBECCA SCHWAM | ||||||||
| 621 PADDOCK RD | HAVERTOWN | PA | 19083 | SECRETARY/TREASURER, TRUSTEE | 0.01 | $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 | $3,469,286 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $71,872 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,541,158 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,541,158 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,117 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,488,041 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $174,402 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $174,402 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,757 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,757 | TotalTaxAmt |
| Distributable Before Adj | $165,645 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $165,645 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $165,645 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $165,350 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $165,350 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $165,645 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $160,968 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $165,350 | QualifyingDistributionsAmt |
| Applied To Year1 | $160,968 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,382 | 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 | $161,263 | 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 (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ABRAMSON CANCER CENTER-HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 1 FREDERICK ABBOTT WAY | PHILADELPHIA | PA | 19104 | NC | CHARITABLE | $100 |
| AMYLOIDOSIS FOUNDATION | ||||||
| 7151 N MAIN ST STE 2 | CLARKSTOWN | MI | 48346 | NC | CHARITABLE | $250 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 1500 MARKET ST WEST TOWER 2415 | PHILADELPHIA | PA | 19102 | NC | CHARITABLE | $30,000 |
| AUTISM SCIENCE FOUNDATION | ||||||
| 3 CONTINENTAL RD | SCARSDALE | NY | 10583 | NC | CHARITABLE | $7,500 |
| FOX CHASE CANCER CENTER | ||||||
| PO BOX 42630 | PHILADELPHIA | PA | 19161 | NC | CHARITABLE | $6,500 |
| GIFT OF LIFE TRANSPLANT HOUSE | ||||||
| 705 SECOND ST SW | ROCHESTER | MN | 55902 | NC | CHARITABLE | $4,000 |
| HATZALAH OF ISRAEL | ||||||
| PO BOX 2466 | NEW YORK | NY | 100874666 | NC | CHARITABLE | $15,000 |
| HOME-HIAS PENNSYLVANIA | ||||||
| 123 SOUTH BROAD ST STE 950 | PHILADELPHIA | PA | 19109 | NC | CHARITABLE | $3,500 |
| JCHAI | ||||||
| 274 S BRYN MAWR AVE | BALA CYNWYD | PA | 19010 | NC | CHARITABLE | $500 |
| KEVIN P SUPKA FOUNDATION | ||||||
| 354 CAMBRIDGE LN | NEWTOWN | PA | 18940 | NC | CHARITABLE | $7,500 |
| LIFEPATH INC | ||||||
| 2014 CITY LINE RD | BETHLEHEM | PA | 18017 | NC | CHARITABLE | $5,000 |
| LIVING BEYOND BREAST CANCER | ||||||
| 354 W LANCASTER AVE 224 | HAVERFORD | PA | 19041 | NC | CHARITABLE | $20,000 |
| MAIN LINE REFORM TEMPLE | ||||||
| 410 MONTGOMERY AVE | WYNNEWOOD | PA | 19096 | NC | RELIGIOUS | $2,500 |
| MEMORIAL SLOAN-KETTERING CANCER CENTER | ||||||
| 1275 YORK AVE | NEW YORK | NY | 10065 | NC | CHARITABLE | $3,500 |
| NATIONAL BREAST CANCER COALITION | ||||||
| 1010 VERMONT AVE NW STE 900 | WASHINGTON | DC | 20005 | NC | CHARITABLE | $10,000 |
| PENN MEDICINE - DEPARTMENT OF ORTHOPEDIC SURGERY | ||||||
| 3737 MARKET ST STE 600 | PHILADELPHIA | PA | 19104 | NC | CHARITABLE | $10,000 |
| SUSAN G KOMEN BREAST CANCER FOUNDATION | ||||||
| 13770 NOEL RD STE 801889 | DALLAS | TX | 75244 | NC | CHARITABLE | $2,000 |
| TEMPLE LAW SCHOOL | ||||||
| 1719 NORTH BROAD ST | PHILADELPHIA | PA | 19122 | NC | EDUCATIONAL | $20,000 |
| THE AMERICAN KIDNEY FUND | ||||||
| 11921 ROCKVILLE PIKE STE 300 | ROCKVILLE | MD | 20852 | NC | CHARITABLE | $2,500 |
| THORNCROFT | ||||||
| 190 LINE RD | MALVERN | PA | 19355 | NC | CHARITABLE | $7,500 |
| UNIVERSITY OF PENNSYLVANIA MEDICAL CENTER | ||||||
| 3535 MARKET ST STE 750 | PHILADELPHIA | PA | 19104 | NC | CHARITABLE | $7,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $165,350 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $41,578 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $594,838 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $636,416 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $636,416 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LPL FINANCIAL | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $3,155,357 | BookValueAmt |
| EOYFMV | $3,598,189 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,409 | LegalFeesAmt |
| Net Investment Income | $6,409 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ESTIMATED TAX ON INVESTMENT INCOME | $2,720 | $0 | $0 |
| TAX ON INVESTMENT INCOME | $899 | $0 | $0 |