ANDERSON FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- ANDERSON FAMILY FOUNDATION (EIN 47-3375504)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-07
- IRS object ID
- 202621279349102242
- Schema version
- 2025v4.1
- 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 | 2026-05-07T14:17:33-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | 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 | 473375504 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSON FAMILY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O BTAG LP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ANDE | BusinessNameControlTxt |
| Phone | 2159720701 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL ANDERSON | PersonNm |
| Person Title | FOUNDER | PersonTitleTxt |
| Phone | 2159720701 | PhoneNum |
| Signature | 2026-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL S KEHOE | PreparerPersonNm |
| PTIN | P00096004 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Preparation | 2026-04-28 | 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 | $1,208,416 | 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 | $49 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $49 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,923 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,923 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $24,640 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $89,156 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $24,640 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $57,612 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $57,612 | 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 | $4,073 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,037 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,036 | AccountingFeesChrtblPrpsAmt |
| Tot Opr Expenses Rev And Expnss | $4,073 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $2,037 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $2,036 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $71,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $71,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $75,573 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $2,037 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $73,536 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$17,961 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $55,575 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $24,786 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $29,083 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $29,083 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $962,762 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $940,504 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,179,333 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $987,548 | TotalAssetsBOYAmt |
| Total Assets EOY | $969,587 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,208,416 | 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 | $987,548 | RetainedEarningBOYAmt |
| Retained Earning EOY | $969,587 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $987,548 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $969,587 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $987,548 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $969,587 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $987,548 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$17,961 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $969,587 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $969,587 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| JPM PRIME MM FD | P | 2025-02-12 | $2,500 | $2,501 | -$1 | -$1 |
| JPM PRIME MM FD | P | 2025-03-05 | $22 | $22 | $0 | $0 |
| VANGUARD INTL COR STCK-ADM ISIN | P | 2025-12-23 | $6,634 | $6,634 | $6,634 | |
| VANGUARD 500 INDEX-ADM | P | 2025-11-07 | $50,000 | $34,101 | $15,899 | $15,899 |
| VANGUARD 500 INDEX-ADM | P | 2025-09-03 | $10,000 | $7,886 | $2,114 | $2,114 |
| JPM PRIME MM FD | P | 2025-04-03 | $10,000 | $10,002 | -$2 | -$2 |
| JPM PRIME MM FD | P | 2025-07-24 | $10,000 | $10,004 | -$4 | -$4 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $24,640 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $772 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $772 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $772 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,880 | 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 | $1,880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,108 | OverpaymentAmt |
| Applied To ES Tax | $1,108 | 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 | 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 | BAKER TILLY ADVISORY GROUP LP | IndividualWithBooksNm |
| Phone | 2159720701 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037341 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MELISSA ANDERSON | ||||||||
| 831 BLACK ROCK ROAD | GLADWYNE | PA | 19035 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| PAUL ANDERSON | ||||||||
| 831 BLACK ROCK ROAD | GLADWYNE | PA | 19035 | TRUSTEE | 0.25 | $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 | $757,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $405,210 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,162,617 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,162,617 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,439 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,145,178 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $57,259 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $57,259 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $772 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $772 | TotalTaxAmt |
| Distributable Before Adj | $56,487 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,487 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,487 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $73,536 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $73,536 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,487 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $42,164 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $282,127 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $35,292 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $22,028 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $381,611 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $73,536 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,487 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,049 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $398,660 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $398,660 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $42,164 | ExcessFromYear4Amt |
| Excess From Year3 | $282,127 | ExcessFromYear3Amt |
| Excess From Year2 | $35,292 | ExcessFromYear2Amt |
| Excess From Year1 | $22,028 | ExcessFromYear1Amt |
| Excess From Current Year | $17,049 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | MELISSA ANDERSON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (14 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE HEBREW UNIVERSITY | |||||||
| 199 WATER ST 11TH FLOOR | NEW YORK | NY | 10038 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $10,000 |
| BRYN MAWR FILM INSTITUTE | |||||||
| 824 LANCASTER AVE | BRYN MAWR | PA | 19010 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $500 |
| COLBY FUND | |||||||
| 4335 MAYFLOWER HILL | WATERVILLE | ME | 04901 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $18,750 |
| COLUMBIA UNIVERSITY IN THE CITY OF NEW YORK | |||||||
| 116TH AND BROADWAY | NEW YORK | NY | 10027 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $10,000 |
| FRIENDSHIP CIRCLE | |||||||
| ONE BELMONT AVE SUITE 702 | BALA CYNWYD | PA | 19004 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $2,500 |
| GLADWYNE FREE LIBRARY | |||||||
| 362 RIGHTERS MILL RD | GLADWYNE | PA | 19035 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $250 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| 2100 ARCH STREET 8TH FLOOR | PHILADELPHIA | PA | 19103 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $2,500 |
| LOWER MERION POLICE PENSION ASSOCIATION | |||||||
| 71 E LANCASTER AVE | ARDMORE | PA | 19003 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $250 |
| OSHUN FAMILY CENTER | |||||||
| 505 OLD YORK RD | JENKINTOWN | PA | 19046 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $12,500 |
| PEF ISRAEL ENDOWMENT FUND | |||||||
| 630 THIRD AVENUE 15TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $10,000 |
| PHILADELPHIA YOUTH BASKETBALL | |||||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $1,250 |
| ST PAULS LUTHERAN CHURCH | |||||||
| 415 E ATHENS AVE | ARDMORE | PA | 19003 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $500 |
| THE STORE | |||||||
| 2009 12TH AVENUE SOUTH | NASHVILLE | TN | 37204 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $1,250 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | NONE | PC | TO SUPPORT THE OPERATING BUDGET OF THE RECIPIENT | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $71,500 | 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 | $49 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,923 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $24,640 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $57,612 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $57,612 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREP FEES | CategoryTxt |
| Amt | $4,073 | Amt |
| Net Investment Income | $2,037 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,036 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD 500 INDEX-ADM | AT COST | $148,661 | $222,813 |
| VANGUARD DVD APPREC INDX-ADM | AT COST | $204,254 | $271,018 |
| VANGUARD INTL COR STCK-ADM | AT COST | $209,776 | $295,313 |
| DOUBLELINE MORTGAGE ETF | AT COST | $377,813 | $390,189 |