COMISKY FAMILY FOUNDATION TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- COMISKY FAMILY FOUNDATION TR (EIN 23-7747091)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-03-19
- IRS object ID
- 202530789349100513
- Schema version
- 2024v5.0
- 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
- Accounting Fees Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-03-19T11:01:29-04:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 320274136 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GLENMEDE TRUST COMPANY NA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 237747091 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE COMISKY FAMILY FOUNDATION TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | COMI | BusinessNameControlTxt |
| Phone | 2154196000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | GLENMEDE TRUST CO NA 1650 MARKE | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW COMISKY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2154196000 | PhoneNum |
| Signature | 2025-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BEVOLINE CAMPBELL | PreparerPersonNm |
| PTIN | P01784004 | PTIN |
| Phone | 2154196000 | PhoneNum |
| Preparation | 2025-03-12 | PreparationDt |
| 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 | $921,274 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $20,507 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $20,507 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $59,820 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $410,303 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $59,820 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | $80,327 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $80,327 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $3,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $3,563 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $3,563 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $975 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $274 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $7,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,837 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,000 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $86,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $86,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $94,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,837 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $89,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$13,711 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $76,490 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $6,735 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $28,953 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $28,953 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl EOY | $0 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $0 | AcctRcvblEOYFMVAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Investments BOY | $874,992 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $840,957 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $892,321 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $881,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $869,910 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $921,274 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $881,727 | CapitalStockBOYAmt |
| Capital Stock EOY | $869,910 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $881,727 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $869,910 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $881,727 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $869,910 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $881,727 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$13,711 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,894 | OtherIncreasesAmt |
| Subtotal | $869,910 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $869,910 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (38 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 276. GQG EMERGING MARKETS EQUITY FUND | 2022-12-07 | 2024-06-12 | $5,020 | $3,720 | $1,300 | $1,300 | |
| 779. DFA INVESTMENT GRADE PORTFOLIO | 2024-08-01 | 2024-11-26 | $7,876 | $7,907 | -$31 | -$31 | |
| 7340. GLENMEDE FUND INC-CORE FIXED INCOME PORT | 2014-11-14 | 2024-05-02 | $67,308 | $82,103 | -$14,795 | -$14,795 | |
| 8762.3 GLENMEDE FUND INC-CORE FIXED INCOME PORT | 2014-11-19 | 2024-08-01 | $82,314 | $93,294 | -$10,980 | -$10,980 | |
| 356. GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2020-02-18 | 2024-03-08 | $10,036 | $10,256 | -$220 | -$220 | |
| 140. GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2020-02-18 | 2024-03-22 | $4,012 | $4,033 | -$21 | -$21 | |
| 747. GLENMEDE FUND INC-STRATEGIC EQUITY PORTFOLIO | 2020-02-18 | 2024-11-26 | $23,575 | $21,521 | $2,054 | $2,054 | |
| 416.64 GLENMEDE FUND INC-ADVISOR SMALL CAP VALUE PORTFOLIO | 2024-11-26 | 2024-12-18 | $13,632 | $15,154 | -$1,522 | -$1,522 | |
| 25.36 GLENMEDE FUND INC-ADVISOR SMALL CAP VALUE PORTFOLIO | 2023-12-15 | 2024-12-18 | $830 | $787 | $43 | $43 | |
| 150. GLENMEDE QUANT US LARGE CAP GROWTH | 2020-12-15 | 2024-03-08 | $5,018 | $4,707 | $311 | $311 | |
| 240. GLENMEDE QUANT US LARGE CAP GROWTH | 2020-12-15 | 2024-11-26 | $9,134 | $7,517 | $1,617 | $1,617 | |
| 491.329 GLENMEDE QUANT US LARGE CAP GROWTH | 2024-06-12 | 2024-12-18 | $13,231 | $17,000 | -$3,769 | -$3,769 | |
| 586.671 GLENMEDE QUANT US LARGE CAP GROWTH | 2024-12-16 | 2024-12-18 | $15,799 | $16,386 | -$587 | -$587 | |
| 168. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2014-11-19 | 2024-03-22 | $4,029 | $3,704 | $325 | $325 | |
| 716. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2014-11-19 | 2024-06-12 | $16,640 | $15,788 | $852 | $852 | |
| 285. GLENMEDE QUANT US LARGE CAP CORE EQUITY | 2014-11-19 | 2024-11-26 | $7,547 | $6,284 | $1,263 | $1,263 | |
| 25. ISHARES S & P SMALLCAP 600 | 2024-03-07 | 2024-12-18 | $3,021 | $2,699 | $322 | $322 | |
| 100. ISHARES S & P SMALLCAP 600 | 2024-11-26 | 2024-12-18 | $12,086 | $12,623 | -$537 | -$537 | |
| 2470.356 VANGUARD SHORT-TERM INVESTMENT GRADE DTD 9/1/2013 | 2022-07-21 | 2024-05-02 | $25,049 | $25,000 | $49 | $49 | |
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P | |||||
| CAPITAL GAIN DIVIDENDS | $84,146 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $59,820 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,063 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,063 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,063 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $890 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $890 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $173 | TaxDueAmt |
| Applied To ES Tax | $0 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Individual With Books | GLENMEDE TRUST CO N A | IndividualWithBooksNm |
| Phone | 2154196000 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET ST SUITE 4000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| IAN M COMISKY Esq | ||||||
| 1650 MARKET STREET SUITE 4000 | Philadelphia | PA | 19103 | TRUSTEE | 5 | $0 |
| MATTHEW J COMISKY Esq | ||||||
| 1650 MARKET STREET SUITE 4000 | Philadelphia | PA | 19103 | TRUSTEE | 5 | $0 |
| HOPE A COMISKY Esq | ||||||
| 1650 MARKET STREET SUITE 4000 | Philadelphia | PA | 19103 | TRUSTEE | 5 | $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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $952,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,333 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $973,559 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $973,559 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $14,603 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $958,956 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $47,948 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $47,948 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,063 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,063 | TotalTaxAmt |
| Distributable Before Adj | $46,885 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $46,885 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $46,885 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $89,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $89,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $46,885 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $28,489 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $45,389 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $77,779 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $37,328 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $39,688 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $228,673 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $89,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $46,885 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $42,615 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $271,288 | 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 | $28,489 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $242,799 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $45,389 | ExcessFromYear4Amt |
| Excess From Year3 | $77,779 | ExcessFromYear3Amt |
| Excess From Year2 | $37,328 | ExcessFromYear2Amt |
| Excess From Year1 | $39,688 | ExcessFromYear1Amt |
| Excess From Current Year | $42,615 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | Business Name Line2RecipientBusinessName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Anti-Defamation League | ||||||||
| 8 PENN CENTER SUITE 900 1628 JFK | Philadelphia | PA | 191032103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | |
| Beth Sholom Congregation | ||||||||
| 8231 OLD YORK ROAD | Elkins Park | PA | 19027 | NONE | PC | IN MEMORY OF MARVIN AND | $10,000 | |
| Congregation Beth Or | ||||||||
| 239 WELSH ROAD | Maple Glen | PA | 19002 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,000 | |
| Lafayette College | ||||||||
| ATTN ADVANCEMENT PO BOX 3000 | Easton | PA | 18042 | NONE | PC | INTEGRATIVE ENGINEERING | $2,000 | |
| Free Library of Philadelphia Foundation | ||||||||
| 1901 VINE STREET | Philadelphia | PA | 19103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $2,500 | |
| Israel Tennis & Education Centers | ||||||||
| 3275 W HILLSBORO BLVD SUITE 102 | Deerfield Beach | FL | 33442 | NONE | PC | GENERAL CHARITABLE PURPOSES | $10,000 | Foundation Inc |
| Jewish National Fund | ||||||||
| 150 MONUMENT RD 107 | Bala Cynwyd | PA | 19004 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,500 | |
| Mann Center for the Performing Arts | ||||||||
| 123 S BROAD STREET SUITE 815 | Philadelphia | PA | 19109 | NONE | PC | GENERAL CHARITABLE PURPOSES | $3,500 | |
| Philadelphia Mural Arts Advocates | ||||||||
| 1727-29 MT VERNON STREET | Philadelphia | PA | 19130 | NONE | PC | GENERAL CHARITABLE PURPOSES | $7,500 | |
| Springside Chestnut Hill Academy | ||||||||
| 500 W WILLOW GROVE AVENUE | Philadelphia | PA | 19118 | NONE | PC | ROBOTICS PROGRAM | $1,500 | |
| Mikveh at Temple Beth Hillel - Beth El | ||||||||
| 1001 REMINGTON ROAD | Wynnewood | PA | 190962327 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| Temple University | ||||||||
| PO BOX 71340 | Philadelphia | PA | 191769761 | NONE | PC | TO SUPPORT THE MARVIN | $4,000 | |
| The Franklin Institute | ||||||||
| 222 NORTH 20TH STREET | Philadelphia | PA | 191031194 | NONE | PC | STEM SCHOLARS AND PACTS | $4,000 | |
| The Philadelphia Chorus | ||||||||
| PO BOX 42735 | Philadelphia | PA | 19101 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250 | |
| Thomas Jefferson University | ||||||||
| 125 S 9TH STREET SUITE 600 | Philadelphia | PA | 19107 | NONE | PC | TO SUPPORT CARDIOLOGY | $5,000 | |
| Trustees of the University of | ||||||||
| PO BOX 71332 | Philadelphia | PA | 191769913 | NONE | PC | TO SUPPORT LIGHTWEIGHT | $1,000 | Pennsylvania |
| Trustees of the University of | ||||||||
| PO BOX 71332 | Philadelphia | PA | 191769913 | NONE | PC | TO SUPPORT HEAVYWEIGHT | $1,000 | Pennsylvania |
| Beyond Literacy | ||||||||
| 211 N 13TH ST 4TH FLOOR | Philadelphia | PA | 19107 | NONE | PC | GENERAL CHARITABLE PURPOSES | $250 | |
| Hillel Foundation at Indiana University | ||||||||
| 730 E THIRD STREET | BLOOMINGTON | IN | 47401 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | Inc |
| American Association for Cancer Research | ||||||||
| 615 CHESTNUT ST STE 1700 | Philadelphia | PA | 191065000 | NONE | PC | IN MEMORY OF MARLENE DUBIN | $500 | Philadelphia Chapter |
| Anti-Defamation League | ||||||||
| 8 PENN CENTER SUITE 900 | Philadelphia | PA | 191032103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $5,000 | |
| Lankenau Hospital Foundation | ||||||||
| 100 EAST LANCASTER AVENUE | Wynnewood | PA | 19096 | NONE | PC | IN HONOR OF DRS. SHAPIRO, | $1,000 | |
| Marlboro School of Music | ||||||||
| 1528 WALNUT ST SUITE 301 | Philadelphia | PA | 19102 | NONE | PC | SUPPORT FOR MARLBORO MUSIC | $1,000 | |
| Penn Hillel | ||||||||
| 215 S 39TH STREET | Philadelphia | PA | 19104 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| Philadelphia Youth Basketball Inc | ||||||||
| 4250 WISSAHICKON AVE | Philadelphia | PA | 191291215 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 | |
| Philly UP | ||||||||
| 131 S 22ND ST SUITE 11 | Philadelphia | PA | 19103 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500 | |
| Temple Beth Hillel - Beth El | ||||||||
| 1001 REMINGTON ROAD | Wynnewood | PA | 19096 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,000 | |
| The Barnes Foundation | ||||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | Philadelphia | PA | 19130 | NONE | PC | GENERAL CHARITABLE PURPOSES | $1,500 | |
| Thomas Jefferson University | ||||||||
| 125 S 9TH STREET SUITE 600 | Philadelphia | PA | 19107 | NONE | PC | HONOR OF DR. MAURITS BOON | $1,000 | |
| Trustees of the University of Pennsylvan | ||||||||
| PO BOX 71332 | Philadelphia | PA | 191769913 | NONE | PC | ABRAMSON CANCER CENTER | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $86,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,507 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $59,820 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $80,327 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $80,327 | TotalIncomeProducingActyAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Rln Of Acty To Accom Of Exmpt Prps | RlnOfActyToAccomOfExmptPrpsGrp |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE (NON-ALLOC | CategoryTxt |
| Amt | $3,000 | Amt |
| Disbursements Charitable Prps | $3,000 | DisbursementsCharitablePrpsAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (4 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUSTMENT OF COST BASIS TAX CODE 924 | $86 |
| SEC 199A ADJ | $588 |
| EXCISE TAX PAID FOR 2024 | $701 |
| ROUNDING | $519 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CUSTODIAN & MANAGEMENT FEES (A | CategoryTxt |
| Amt | $3,563 | Amt |
| Net Investment Income | $3,563 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL ESTIMATES - PRINCIPAL | $701 | $0 | $0 |
| FOREIGN TAXES ON QUALIFIED FOR | $244 | $244 | $0 |
| FOREIGN TAXES ON NONQUALIFIED | $30 | $30 | $0 |