MARSHA AND JEFFREY PERELMAN FAMILY FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- MARSHA AND JEFFREY PERELMAN FAMILY FOUNDATION (EIN 84-3924225)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202631349349102848
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T12:32:36-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 231392502 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUANE MORRIS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 30 S 17TH STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191034196 | 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 | 843924225 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARSHA AND JEFFREY PERELMAN | BusinessNameLine1Txt |
| Business Name Line2 | FAMILY FOUNDATION | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MARS | BusinessNameControlTxt |
| Phone | 2159791635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101H CHERRY LANE | AddressLine1Txt |
| City | WYNNEWOOD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19096 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEFFREY PERELMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2159791635 | PhoneNum |
| Signature | 2026-05-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL A GILLEN | PreparerPersonNm |
| PTIN | P00009321 | PTIN |
| Phone | 2159791635 | PhoneNum |
| Preparation | 2026-05-08 | 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 | $12,134,793 | 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 | $2,790 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $10,434 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,434 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $224,072 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,072 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,167,648 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,522,460 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,167,648 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,404,944 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,402,154 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $2,790 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,395 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,395 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $124,487 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $124,487 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $22,945 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,067 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $150,222 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $132,949 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,395 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $528,167 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $528,167 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $678,389 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $132,949 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $529,562 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $726,555 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,269,205 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $55,852 | CashBOYAmt |
| Cash EOY | $40,451 | CashEOYAmt |
| Cash EOYFMV | $40,451 | CashEOYFMVAmt |
| Corporate Stock BOY | $8,265,713 | CorporateStockBOYAmt |
| Corporate Stock EOY | $9,007,669 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,094,342 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $8,321,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,048,120 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $12,134,793 | 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 | $9,365,716 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $9,365,716 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | -$1,044,151 | RetainedEarningBOYAmt |
| Retained Earning EOY | -$317,596 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,321,565 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,048,120 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,321,565 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,048,120 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,321,565 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $726,555 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,048,120 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,048,120 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (17 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS - 56158-3 | P | 2021-03-16 | 2025-12-31 | $197,693 | $193,408 | $4,285 | $4,285 |
| GOLDMAN SACHS - 56158-3 | P | 2024-12-12 | 2025-12-10 | $52,307 | $46,968 | $5,339 | $5,339 |
| GOLDMAN SACHS - 56159-1 | P | 2024-01-01 | 2025-07-18 | $74 | $74 | $74 | |
| GOLDMAN SACHS - 56208-6 | P | 2024-01-01 | 2025-01-17 | $17 | $17 | $17 | |
| GOLDMAN SACHS - 56208-6 | P | 2023-03-15 | 2025-12-31 | $210,696 | $164,520 | $46,176 | $46,176 |
| GOLDMAN SACHS - 56208-6 | P | 2025-01-22 | 2025-12-31 | $273,137 | $267,210 | $5,927 | $5,927 |
| GOLDMAN SACHS - 56212-8 | P | 2024-12-01 | 2025-12-31 | $44,368 | $44,368 | $44,368 | |
| GOLDMAN SACHS - 56212-8 | P | 2012-01-20 | 2025-12-31 | $927,549 | $508,603 | $418,946 | $418,946 |
| GOLDMAN SACHS - 56212-8 | P | 2025-06-13 | 2025-12-31 | $355,201 | $318,247 | $36,954 | $36,954 |
| GOLDMAN SACHS - 56213-6 | P | 2012-10-25 | 2025-12-31 | $765,505 | $335,480 | $430,025 | $430,025 |
| GOLDMAN SACHS - 56213-6 | P | 2025-06-17 | 2025-12-31 | $680,181 | $680,842 | -$661 | -$661 |
| GOLDMAN SACHS - 57777-9 | P | 2024-08-08 | 2025-12-31 | $111,377 | $114,472 | -$3,095 | -$3,095 |
| GOLDMAN SACHS - 57487-5 | P | 2020-04-24 | 2025-12-31 | $113,067 | $77,805 | $35,262 | $35,262 |
| GOLDMAN SACHS - 57487-5 | P | 2025-06-26 | 2025-12-31 | $28,042 | $24,949 | $3,093 | $3,093 |
| GOLDMAN SACHS - 56738-2 | P | 2021-08-26 | 2025-12-31 | $214,379 | $136,903 | $77,476 | $77,476 |
| GOLDMAN SACHS - 56738-2 | P | 2025-10-20 | 2025-12-31 | $517,280 | $485,405 | $31,875 | $31,875 |
| CAPITAL GAINS DIVIDENDS | P | $31,587 | $31,587 | $31,587 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,167,648 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,642 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,642 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,642 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,880 | 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 | $15,880 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $155 | EsPenaltyAmt |
| Tax Due | $1,917 | 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 | JEP MANAGEMENT | IndividualWithBooksNm |
| Phone | 2159791635 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101H CHERRY LANE | AddressLine1Txt |
| City | WYNNEWOOD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19096 | 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 |
|---|---|---|---|---|---|---|---|---|
| JEFFREY E PERELMAN | ||||||||
| 101H CHERRY LANE | WYNNEWOOD | PA | 19096 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MARSHA REINES PERELMAN | ||||||||
| 101H CHERRY LANE | WYNNEWOOD | PA | 19096 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,965,708 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,540 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,050,248 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,050,248 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,754 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,869,494 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $593,475 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $593,475 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,642 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,642 | TotalTaxAmt |
| Distributable Before Adj | $575,833 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $575,833 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $575,833 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $529,562 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $529,562 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $575,833 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $31,706 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $222,886 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $289,822 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $544,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $529,562 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $529,562 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $46,271 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $46,271 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $498,143 | 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 | $498,143 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $208,321 | ExcessFromYear2Amt |
| Excess From Year1 | $289,822 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL PURPOSE | $10,000 |
| BEYOND CELIAC | |||||||
| PO BOX 544 | AMBLER | PA | 19002 | NONE | PC | GENERAL PURPOSE | $1,000 |
| BRIDLEWILD TRAILS ASSOCIATION | |||||||
| PO BOX 368 | GLADWYNE | PA | 19035 | NONE | PC | GENERAL PURPOSE | $500 |
| DIA ART FOUNDATION | |||||||
| 537 W 22ND STREET FOURTH FLOOR | NEW YORK CITY | NY | 10011 | NONE | PC | GENERAL FUND | $431,667 |
| FRANKLIN INSTITUTE | |||||||
| 222 NORTH 20TH STREET | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL PURPOSE | $25,000 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | |||||||
| 2001 MARKET STREET STE 2300 | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL PURPOSE | $5,000 |
| MARCH OF DIMES | |||||||
| 1550 CRYSTAL DR STE 1300 | ARLINGTON | VA | 22202 | NONE | PC | GENERAL PURPOSE | $500 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| 2600 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL PURPOSE | $13,500 |
| PROJECT HOME | |||||||
| 1415 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | NONE | PC | GENERAL PURPOSE | $10,000 |
| RENDELL CENTER FOR CIVICS & CIVIC ENGAGEMENT | |||||||
| PO BOX 1033 | BERWYN | PA | 19312 | NONE | PC | GENERAL PURPOSE | $1,000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL PURPOSE | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $528,167 | 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 | $10,434 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,072 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,167,648 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,402,154 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,402,154 | 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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,790 | Amt |
| Net Investment Income | $1,395 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,395 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | GOLDMAN SACHS PORTFOLIO 541-6 | StockNm |
| EOY Book Value | $9,007,669 | EOYBookValueAmt |
| EOYFMV | $12,094,342 | EOYFMVAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $124,487 | Amt |
| Net Investment Income | $124,487 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| FOREIGN TAXES | $7,067 | $7,067 | $0 | $0 |
| TAXES | $15,878 | $0 | $0 | $0 |