STELLA S JONES FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- STELLA S JONES FOUNDATION (EIN 81-2487069)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-16
- IRS object ID
- 202501069349100030
- Schema version
- 2024v5.1
- 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 Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-16T15:19:11-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 S WARNER ROAD SUITE 310 | AddressLine1Txt |
| City | KING OF PRUSSIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19406 | 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 | 812487069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STELLA S JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEL | BusinessNameControlTxt |
| Phone | 2672751460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3503 RUNNYMEADE DRIVE | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEROME BOSCIA | PersonNm |
| Person Title | PRESIDENT/DIRECTOR | PersonTitleTxt |
| Phone | 2672751460 | PhoneNum |
| Signature | 2025-04-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2025-04-10 | 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 | $26,673,196 | 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 | $24,438 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $24,438 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $540,738 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $540,738 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $808,726 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,067,892 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $808,726 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,373,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,373,902 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $75,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $75,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,281 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,281 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $253,648 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $228,283 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,365 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $10,195 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,171 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,024 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $345,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $236,454 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $107,670 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,095,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,095,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,440,124 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $236,454 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,202,670 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$66,222 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,137,448 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $565,252 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $910,650 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $910,650 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $24,863,814 | CorporateStockBOYAmt |
| Corporate Stock EOY | $25,762,546 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,762,546 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $25,429,066 | TotalAssetsBOYAmt |
| Total Assets EOY | $26,673,196 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $26,673,196 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $25,429,066 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $26,673,196 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $25,429,066 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $26,673,196 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $25,429,066 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $26,673,196 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $25,429,066 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$66,222 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,310,352 | OtherIncreasesAmt |
| Subtotal | $26,673,196 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $26,673,196 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $4,067,892 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,259,166 | CostOrOtherBasisAmt |
| Gain Or Loss | $808,726 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $808,726 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $808,726 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,811 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $15,811 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $15,811 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,362 | 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 | $16,362 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $31 | EsPenaltyAmt |
| Overpayment | $520 | OverpaymentAmt |
| Applied To ES Tax | $520 | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME A BOSCIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2672751460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3503 RUNNYMEADE DRIVE | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| JEROME A BOSCIA | ||||||||
| 3503 RUNNYMEADE DRIVE | NEWTOWN SQUARE | PA | 19073 | PRESIDENT/DIRECTOR | 1.50 | $25,000 | $0 | $0 |
| MICHELE BOSCIA | ||||||||
| 3503 RUNNYMEADE DRIVE | NEWTOWN SQUARE | PA | 19073 | VICE PRESIDENT/SECRETARY/DIRECTOR | 1.50 | $25,000 | $0 | $0 |
| AMY DIBENEDETTO | ||||||||
| 3503 RUNNYMEADE DRIVE | NEWTOWN SQUARE | PA | 19073 | TREASURER/DIRECTOR | 1.50 | $25,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | |||||
| 5820 CANOGA AVENUE SUITE 100 | WOODLAND HILLS | CA | 91367 | INVESTMENT MANAGEMENT/ADVISORY | $143,236 |
| OSAIC WEALTH INC | |||||
| 10 EXCHANGE PLACE SUITE 1410 | JERSEY CITY | NJ | 07302 | INVESTMENT MANAGEMENT/ADVISORY | $110,412 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $25,735,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $899,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $26,634,564 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $26,634,564 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $399,518 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $26,235,046 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,311,752 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,311,752 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,811 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,811 | TotalTaxAmt |
| Distributable Before Adj | $1,295,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,295,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,295,941 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,202,670 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,202,670 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,295,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,181,687 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,202,670 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,181,687 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $20,983 | 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 | $1,274,958 | 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 (29 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| 100 COLLEGE PREP INSTITUTE | ||||||
| 1201 MENDELL STREET | SAN FRANCISCO | CA | 94124 | PC | ENTITY SUPPORT | $15,000 |
| AIM HIGH | ||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 94141 | PC | ENTITY SUPPORT | $10,000 |
| BARUCH S BLUMBERG INSTITUTE | ||||||
| 3805 OLD EASTON ROAD | DOYLESTOWN | PA | 18902 | PC | TO SUPPORT THE WORK OF DR. JU-TAU GUO FOR RESEARCH INTO THERAPIES FOR HEPATITIS B | $100,000 |
| CALIFORNIA CASA | ||||||
| 3525 DEL MAR HEIGHTS ROAD 243 | SAN DIEGO | CA | 921302122 | PC | ENTITY SUPPORT | $10,000 |
| COMPASS FAMILY SERVICES | ||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | PC | ENTITY SUPPORT | $20,000 |
| DUKE HEALTH DEVELOPMENT & ALUMNI AFFAIRS | ||||||
| 300 WEST MORGAN STREET SUITE 1000 | DURHAM | NC | 27701 | PC | TO SUPPORT THE WORK OF DR. GERALD GRANT FOR IMPROVING DRUG DELIVERY ACROSS THE BLOOD-BRAIN BARRIER TO TREAT BRAIN TUMORS | $100,000 |
| FACES SF | ||||||
| 1101 MASONIC AVENUE | SAN FRANCISCO | CA | 94117 | PC | ENTITY SUPPORT | $40,000 |
| HAMILTON FAMILIES | ||||||
| PO BOX 40370 | SAN FRANCISCO | CA | 94140 | PC | ENTITY SUPPORT | $25,000 |
| HOLY FAMILY DAY HOME | ||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $30,000 |
| HOMELESS CHILDRENS NETWORK | ||||||
| 3450 3RD STREET SUITE 1C | SAN FRANCISCO | CA | 94124 | PC | ENTITY SUPPORT | $10,000 |
| HOMELESS PRENATAL PROGRAM | ||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | PC | ENTITY SUPPORT | $45,000 |
| HORIZONS AT SAN FRANCISCO FRIENDS SCHOOL | ||||||
| 250 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $15,000 |
| HUCKLEBERRY YOUTH PROGRAMS | ||||||
| 3450 GEARY BLVD SUITE 107 | SAN FRANCISCO | CA | 94118 | PC | ENTITY SUPPORT | $10,000 |
| IHAD LOS ANGELES | ||||||
| 3580 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | PC | ENTITY SUPPORT | $15,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE WORK OF DR. MICHELLE MONJE FOR CLINICAL TRIAL CORRELATIVES FOLLOWING CAR T CELL INFUSION IN PATIENTS WITH BRAIN CANCER | $150,000 |
| MIGHTY WRITERS | ||||||
| BOK BUILDING 1901 S 9TH STREET 622 | PHILADELPHIA | PA | 19148 | PC | ENTITY SUPPORT | $5,000 |
| MISSION GRADUATES | ||||||
| 3040 16TH STREET | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $15,000 |
| MY FRIEND'S PLACE | ||||||
| PO BOX 3867 | HOLLYWOOD | CA | 90078 | PC | ENTITY SUPPORT | $15,000 |
| NATIONAL VETERANS FOUNDATION | ||||||
| 5777 WEST CENTURY BLVD SUITE 350 | LOS ANGELES | CA | 90045 | PC | ENTITY SUPPORT | $15,000 |
| SAFE & SOUND | ||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | PC | ENTITY SUPPORT | $10,000 |
| SMART | ||||||
| 2101 MISSION STREET SUITE 200 | SAN FRANCISCO | CA | 94110 | PC | ENTITY SUPPORT | $50,000 |
| SWORDS TO PLOWSHARES | ||||||
| 401 VAN NESS AVENUE SUITE 313 | SAN FRANCISCO | CA | 94102 | PC | ENTITY SUPPORT | $40,000 |
| THE MISSION CONTINUES | ||||||
| PO BOX 776792 | CHICAGO | IL | 60677 | PC | ENTITY SUPPORT | $30,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. BRYSON KATONA FOR PANCREATIC CANCER EARLY DETECTION RESEARCH | $110,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. KIM REISS BINDER FOR DNA REPAIR DEFICIENT PANCREATIC CANCER RESEARCH | $150,000 |
| VETERANS COMMUNITY PROJECT | ||||||
| 8900 TROOST AVENUE | KANSAS CITY | MO | 64131 | PC | ENTITY SUPPORT | $15,000 |
| VETERANS LEGAL INSTITUTE | ||||||
| 1231 WARNER AVENUE | TUSTIN | CA | 92780 | PC | ENTITY SUPPORT | $15,000 |
| VETERANS YOGA PROJECT | ||||||
| PO BOX 6472 | ALAMEDA | CA | 94501 | PC | ENTITY SUPPORT | $15,000 |
| WARRIOR-SCHOLAR PROJECT | ||||||
| 1012 14TH STREET NW SUITE 1200 | WASHINGTON | DC | 20005 | PC | ENTITY SUPPORT | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,095,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| SMART | ||||||
| 2101 MISSION STREET SUITE 200 | SAN FRANCISCO | CA | 94110 | PC | ENTITY SUPPORT | $150,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. KIM REISS BINDER FOR DNA REPAIR DEFICIENT PANCREATIC CANCER RESEARCH | $300,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. CHRISTOPHER BROWN FOR MONITORING NEUROINFLAMMATORY & NEURODEGENERATIVE TREATMENT RESPONSES TO ANTI-AMYLOID THERAPY FOR ALZHEIMER'S DISEASE | $500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $950,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,438 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $540,738 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $808,726 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,373,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,373,902 | 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 | $5,281 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,281 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES, 2,930 SH | $331,412 | $331,412 |
| ACCENTURE PLC, 1,081 SH | $380,285 | $380,285 |
| AGILENT TECHNOLOGIES INC, 2,042 SH | $274,322 | $274,322 |
| AMEREN CORP, 2,553 SH | $227,574 | $227,574 |
| AMERICAN ELECTRIC POWER INC, 2,457 SH | $226,609 | $226,609 |
| AMGEN INC, 1,909 SH | $497,562 | $497,562 |
| APPLE INC, 4,212 SH | $1,054,769 | $1,054,769 |
| AUTOMATIC DATA PROCESSING INC, 2,546 SH | $745,291 | $745,291 |
| BANK NEW YORK MELLON, 5,515 SH | $423,717 | $423,717 |
| BANK OF AMERICA CORP, 11,229 SH | $493,515 | $493,515 |
| BLACKROCK INC, 501 SH | $513,580 | $513,580 |
| BROADCOM INC, 3,650 SH | $846,216 | $846,216 |
| CHEVRON CORP, 4,792 SH | $694,073 | $694,073 |
| CHUBB LIMITED, 571 SH | $157,767 | $157,767 |
| CISCO SYSTEMS INC, 4,951 SH | $293,099 | $293,099 |
| CMS ENERGY CORP, 3,963 SH | $264,134 | $264,134 |
| COLGATE-PALMOLIVE CO, 2,328 SH | $211,638 | $211,638 |
| COMCAST CORP, 6,673 SH | $250,438 | $250,438 |
| CORTEVA INC, 5,957 SH | $339,311 | $339,311 |
| DOVER CORP, 1,851 SH | $347,248 | $347,248 |
| EATON CORPORATION, 470 SH | $155,979 | $155,979 |
| ELEVANCE HEALTH INC, 644 SH | $237,572 | $237,572 |
| EOG RESOURCES INC, 2,571 SH | $315,153 | $315,153 |
| EQUINEX INC, 271 SH | $255,523 | $255,523 |
| GE AEROSPACE, 906 SH | $151,112 | $151,112 |
| GENERAL DYNAMICS CORP, 1,947 SH | $513,015 | $513,015 |
| GENUINE PARTS CO COM, 2,002 SH | $233,754 | $233,754 |
| GILEAD SCIENCES INC, 3,910 SH | $361,167 | $361,167 |
| HOME DEPOT INC, 1,529 SH | $594,766 | $594,766 |
| HONEYWELL INTL INC, 1,622 SH | $366,394 | $366,394 |
| ILLINOIS TOOL WORKS INC, 1,465 SH | $371,465 | $371,465 |
| INTERNATIONAL BUSINESS MACHINE CORP, 1,020 SH | $224,227 | $224,227 |
| INTUIT INC, 599 SH | $376,472 | $376,472 |
| JOHNSON & JOHNSON, 2,094 SH | $302,834 | $302,834 |
| JP MORGAN CHASE & CO, 3,422 SH | $820,288 | $820,288 |
| KIMBERLY-CLARK CORP, 1,213 SH | $158,952 | $158,952 |
| LINDE PLC, 856 SH | $358,382 | $358,382 |
| LOCKHEED MARTIN CORP, 592 SH | $287,676 | $287,676 |
| MARSH & MCLENNAN COS, 1,876 SH | $398,481 | $398,481 |
| MASTERCARD INC, 393 SH | $206,942 | $206,942 |
| MCDONALDS CORP, 2,682 SH | $777,485 | $777,485 |
| MERCK & CO INC, 4,026 SH | $400,506 | $400,506 |
| MICROCHIP TECHNOLOGY INC, 2,474 SH | $141,884 | $141,884 |
| MICROSOFT CORP, 5,469 SH | $2,305,184 | $2,305,184 |
| MONDELEZ INTL INC, 4,223 SH | $252,240 | $252,240 |
| MORGAN STANLEY, 1,738 SH | $218,501 | $218,501 |
| NEXTERA ENERGY INC, 8,576 SH | $614,812 | $614,812 |
| NORTHROP GRUMMAN CORP, 395 SH | $185,369 | $185,369 |
| ORACLE CORP, 1,855 SH | $309,117 | $309,117 |
| PARKER-HANNAFIN CORP, 399 SH | $253,776 | $253,776 |
| PEPSICO INC, 1,619 SH | $246,185 | $246,185 |
| PHILLIPS 66, 3,461 SH | $394,312 | $394,312 |
| PNC FINANCIAL SERVICES GROUP, 1088 SH | $209,821 | $209,821 |
| PROCTER & GAMBLE CO, 1,973 SH | $330,773 | $330,773 |
| RAYMOND JAMES FINL INC, 1,931 SH | $299,942 | $299,942 |
| REGIONS FINANCIAL CORP, 6,965 SH | $163,817 | $163,817 |
| QUEST DIAGNOSTICS INC, 1,287 SH | $194,157 | $194,157 |
| S&P GLOBAL INC, 465 SH | $231,584 | $231,584 |
| STARBUCKS CORP, 3,762 SH | $343,283 | $343,283 |
| TARGET CORP, 2,602 SH | $351,738 | $351,738 |
| UNION PACIFIC CORP, 1,238 SH | $282,313 | $282,313 |
| UNITED PARCEL SERVICE, 1,640 SH | $206,804 | $206,804 |
| UNITEDHEALTH GROUP, 1,045 SH | $528,624 | $528,624 |
| VISA INC, 2,018 SH | $637,769 | $637,769 |
| WASTE MGMT INC DEL, 2,018 SH | $407,212 | $407,212 |
| ZOETIS INC, 1,305 SH | $212,624 | $212,624 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $126 | $0 | $126 |
| INSURANCE | $1,898 | $0 | $1,898 |
| RETURN OF CAPITAL ADJUSTMENT | $8,171 | $8,171 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,310,352 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $253,648 | Amt |
| Net Investment Income | $228,283 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $25,365 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $1,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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