TOLL BROTHERS FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- TOLL BROTHERS FOUNDATION (EIN 85-3533872)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-03-11
- IRS object ID
- 202400719349100855
- Schema version
- 2022v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-11T12:38:02-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 130 NORTH 18TH STREET SUITE 3000 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032757 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 853533872 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TOLL BROTHERS FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOLL | BusinessNameControlTxt |
| Phone | 2159385245 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 VIRGINIA DR | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH DESANTO | PersonNm |
| Person Title | VICE PRESIDENT & TREASURER | PersonTitleTxt |
| Phone | 2159385245 | PhoneNum |
| Signature | 2024-03-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JOSEPH | PersonFirstNm |
| Person Last | DESANTO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT TESTA | PreparerPersonNm |
| PTIN | P00003620 | PTIN |
| Phone | 2158818800 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $9,572,279 | 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 | $338,010 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $338,010 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $27,462 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $27,462 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $769 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,483,168 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $769 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $366,241 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $366,241 | 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 | $2,625 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,313 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,652 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,099 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17,099 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $25,376 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $18,412 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $468,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $468,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $493,376 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $18,412 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $468,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$127,135 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $347,829 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $10,002,265 | CashBOYAmt |
| Cash EOY | $186,000 | CashEOYAmt |
| Cash EOYFMV | $186,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $2,840,514 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,840,514 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,552,639 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,551,329 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,840,353 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,560,246 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $456,529 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $434,190 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $905 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $10,003,170 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,876,035 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,572,279 | 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 | $10,003,170 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,876,035 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,003,170 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,876,035 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,003,170 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,876,035 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,003,170 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$127,135 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,876,035 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,876,035 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SALE OF TREASURY BILLS | P | 2023-07-01 | 2023-10-31 | $7,450,000 | $7,450,000 | $0 | $0 |
| 558 SHS S&P GLOBAL CLEAN ENERGY | P | 2023-07-01 | 2023-08-31 | $10,613 | $10,839 | -$226 | -$226 |
| 279 SHS FIRST TRUST CLUB | P | 2023-07-01 | 2023-08-31 | $22,555 | $21,560 | $995 | $995 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $769 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $769 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,835 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,835 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,835 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,600 | 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 | $5,600 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $765 | OverpaymentAmt |
| Applied To ES Tax | $765 | 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 | 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 | JOSEPH DESANTO | IndividualWithBooksNm |
| Phone | 2159385245 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 VIRGINIA DR | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19034 | 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 (5 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 |
|---|---|---|---|---|---|---|---|---|
| CHRISTOPHER GAFFNEY | ||||||||
| 1140 VIRGINIA DRIVE | FORT WASHINGTON | PA | 19034 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| JOSEPH DESANTO | ||||||||
| 1140 VIRGINIA DRIVE | FORT WASHINGTON | PA | 19034 | VP & TREASURER | 0.00 | $0 | $0 | $0 |
| MICHAEL GRUBB | ||||||||
| 1140 VIRGINIA DRIVE | FORT WASHINGTON | PA | 19034 | VP & ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| KEVIN COEN | ||||||||
| 1140 VIRGINIA DRIVE | FORT WASHINGTON | PA | 19034 | VP & SECRETARY | 0.00 | $0 | $0 | $0 |
| DENISE KLING | ||||||||
| 1140 VIRGINIA DRIVE | FORT WASHINGTON | PA | 19034 | ASSISTANT SECRETARY | 0.00 | $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 | $3,719,258 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,174,809 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,894,067 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,894,067 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $148,411 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,745,656 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $487,283 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $487,283 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,835 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,835 | TotalTaxAmt |
| Distributable Before Adj | $482,448 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $482,448 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $482,448 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $468,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $468,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $482,448 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $20,474 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $468,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $20,474 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $447,526 | 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 | $34,922 | 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 (38 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| MICHAEL J FOX FOUNDATION | |||||||
| PO BOX 5014 | HAGERSTOWN | MD | 21741 | NONE | PC | UNRESTRICTED | $50,000 |
| BUILDING TALENT FOUNDATION | |||||||
| 10820 SW 134TH TERRACE | MIAMI | FL | 33176 | NONE | PC | UNRESTRICTED | $100,000 |
| H3 PROJECT | |||||||
| 2308 MT VERNON AVE 319 | ALEXANDRIA | VA | 22301 | NONE | UNRESTRICTED | $2,000 | |
| BRANDYWINE CONSERVATORY | |||||||
| PO BOX 141 | CHADDS FORD | PA | 19317 | NONE | PC | UNRESTRICTED | $5,000 |
| FIRST TEE OF PHILADELPHIA | |||||||
| 800 WALNUT LANE | PHILADELPHIA | PA | 19128 | NONE | PC | UNRESTRICTED | $10,000 |
| CROHN'S AND COLITIS (TOP GOLF) | |||||||
| 2 BALA PLAZA SUITE 526 | BALA CYNWYD | PA | 19004 | NONE | PC | UNRESTRICTED | $1,000 |
| DOLPHINS CHALLENGE CANCER | |||||||
| 347 DON SHULA DR | MIAMI GARDENS | FL | 33056 | NONE | PC | UNRESTRICTED | $10,000 |
| CRC WATERSHED ASSOCIATION | |||||||
| PO BOX 1355 | EDGMONT | PA | 19028 | NONE | PC | UNRESTRICTED | $1,500 |
| REAL ESTATE EXECUTIVE COUNCIL | |||||||
| 330 N WABASH AVE 23RD FLOOR | CHICAGO | IL | 60611 | NONE | PC | UNRESTRICTED | $5,000 |
| NATIONAL BUILDING MUSEM GALA | |||||||
| 401 F STREET NW | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $25,000 |
| PA SPCA | |||||||
| 350 EAST ERIE AVENUE | PHILADELPHIA | PA | 19134 | NONE | PC | UNRESTRICTED | $500 |
| POSSE | |||||||
| 14 WALL STREET SUITE 8A-60 | NEW YORK | NY | 10005 | NONE | PC | UNRESTRICTED | $25,000 |
| SUFFOLK UNIVERSITY BLACK ALUMNI SCHOLARSHIP FUND | |||||||
| 73 TREMONT STREET 13TH FLOOR | BOSTON | MA | 02108 | NONE | PC | UNRESTRICTED | $10,000 |
| PHILADELPHIA VIP | |||||||
| 1500 JOHN F KENNEDY BLVD SUITE 1850 | PHILADELPHIA | PA | 19101 | NONE | PC | UNRESTRICTED | $5,000 |
| SOUTHERN NEVADA TRADES HIGH SCHOOL | |||||||
| 4495 W HACIENDA AVE 9 | LAS VEGAS | NV | 89118 | NONE | PC | UNRESTRICTED | $10,000 |
| SEEDS OF PEACE | |||||||
| 370 LEXINGTON AVE STE 201 | NEW YORK | NY | 10017 | NONE | PC | UNRESTRICTED | $25,000 |
| HOMEAID | |||||||
| PO BOX 53156 | IRVINE | CA | 92619 | NONE | PC | UNRESTRICTED | $50,000 |
| HEIGHTS PHILADELPHIA | |||||||
| 123 SOUTH BROAD STREET SUITE 850 | PHILADELPHIA | PA | 19109 | NONE | PC | UNRESTRICTED | $10,000 |
| WORLD CENTRAL KITCHEN | |||||||
| 200 MASS AVE NW 7TH FLOOR | WASHINGTON | DC | 20001 | NONE | PC | UNRESTRICTED | $10,000 |
| YOUTHBUILD NATIONAL | |||||||
| 1785 COLUMBUS AVENUE SUITE 500 | ROXBURY | MA | 02119 | NONE | PC | UNRESTRICTED | $10,000 |
| ROCHELLE ZELL JEWISH HIGH SCHOOL | |||||||
| 1095 LAKE COOK ROAD | DEERFIELD | IL | 60015 | NONE | PC | UNRESTRICTED | $5,000 |
| WHIRLPOOL COLLECTIVE IMPACT | |||||||
| 80 W MAIN STREET | BENTON HARBOR | MI | 49022 | NONE | PC | UNRESTRICTED | $10,000 |
| KAT HALL FOUNDATION | |||||||
| 857 BURGDORF DRIVE | AMBLER | PA | 19002 | NONE | PC | UNRESTRICTED | $1,000 |
| NYC AUDUBON | |||||||
| 71 W 23RD STREET SUITE 1523 | NEW YORK | NY | 10010 | NONE | PC | UNRESTRICTED | $10,000 |
| CEO'S AGAINST CANCER | |||||||
| PO BOX 970 | FORT WASHINGTON | PA | 19034 | NONE | PC | UNRESTRICTED | $25,000 |
| INROADS | |||||||
| PO BOX 14470 | ST LOUIS | MO | 63178 | NONE | PC | UNRESTRICTED | $5,000 |
| PUENTES DE SALUD | |||||||
| 1700 SOUTH ST | PHILADELPHIA | PA | 19146 | NONE | PC | UNRESTRICTED | $5,000 |
| BUILD OUT ALLIANCE | |||||||
| PO BOX 173 | NEW YORK | NY | 10116 | NONE | PC | UNRESTRICTED | $2,000 |
| THE TREVOR PROJECT | |||||||
| PO BOX 69232 | WEST HOLLYWOOD | CA | 90069 | NONE | PC | UNRESTRICTED | $3,000 |
| SOLDIERS BEST FRIEND | |||||||
| 14505 N 75TH AVE | PEORIA | AZ | 85381 | NONE | PC | UNRESTRICTED | $2,500 |
| WOUNDED WARRIOR PROJECT | |||||||
| PO BOX 758516 | TOPEKA | KS | 66675 | NONE | PC | UNRESTRICTED | $2,500 |
| TOOLS & TIARAS | |||||||
| 155-03 JAMAICA AVENUE 2ND FLOOR | JAMAICA | NY | 11432 | NONE | PC | UNRESTRICTED | $5,000 |
| ALEX'S LEMONADE STAND FOUNDATION | |||||||
| 333 E LANCASTER AVE 414 | WYNNEWOOD | PA | 19096 | NONE | PC | UNRESTRICTED | $3,000 |
| MBA OPENS DOORS FOUNDATION | |||||||
| 1919 M STREET NW 5TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | UNRESTRICTED | $10,000 |
| AMERICAN JEWISH COMMITTEE | |||||||
| PO BOX 7247 | PHILADELPHIA | PA | 19170 | NONE | PC | UNRESTRICTED | $5,000 |
| CROHN'S AND COLITIS FOUNDATION | |||||||
| 2 BALA PLAZA SUITE 526 | BALA CYNWYD | PA | 19004 | NONE | PC | UNRESTRICTED | $1,000 |
| CENTER FOR URBAN FUTURES | |||||||
| 80 8TH AVENUE SUITE 704 | NEW YORK | NY | 10011 | NONE | PC | UNRESTRICTED | $3,000 |
| PHILADELPHIA BAR FOUNDATION | |||||||
| 1101 MARKET STREET 11TH FLOOR | PHILADELPHIA | PA | 19107 | NONE | PC | UNRESTRICTED | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $468,000 | 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 | $338,010 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $27,462 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $769 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $366,241 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $366,241 | 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 FEE | CategoryTxt |
| Amt | $2,625 | Amt |
| Net Investment Income | $1,313 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| INVESTMENT - OTHER | $450,628 | $429,980 |
| INVESTMENT - OTHER | $5,901 | $4,210 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | INVESTMENT - OTHER | StockNm |
| EOY Book Value | $4,840,353 | EOYBookValueAmt |
| EOYFMV | $4,560,246 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,552,639 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,551,329 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BACKUP WITHHOLDING IN ERROR | Desc |
| BOY Book Value | $905 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $10,131 | $10,131 | $0 | $0 |
| ADVISORY FEES | $6,968 | $6,968 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL INCOME TAX | CategoryTxt |
| Amt | $5,652 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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