STELLA S JONES FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- STELLA S JONES FOUNDATION (EIN 81-2487069)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-02-29
- IRS object ID
- 202430609349100013
- Schema version
- 2023v4.0
- 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 Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-29T10:18:25-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | 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 | 2023-01-01 | 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 | 2024-02-26 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEROME | PersonFirstNm |
| Person Last | BOSCIA | 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 | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2024-02-26 | PreparationDt |
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 | 2023 | 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 | $25,429,066 | 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 | $16,253 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16,253 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $552,526 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $552,526 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $429,979 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,497,900 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $429,979 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $998,758 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $998,758 | 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 |
| Legal Fees Rev And Expnss | $620 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $620 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,907 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,907 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $231,867 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $208,680 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,187 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $21,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $4,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,365 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,976 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $336,735 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $211,045 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $104,690 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,090,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,090,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,426,735 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $211,045 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,194,690 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$427,977 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $787,713 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $897,168 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $565,252 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $565,252 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $23,353,924 | CorporateStockBOYAmt |
| Corporate Stock EOY | $24,863,814 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $24,863,814 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $24,251,092 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,429,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,429,066 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $24,251,092 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $25,429,066 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,251,092 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $25,429,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,251,092 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $25,429,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,251,092 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$427,977 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,605,951 | OtherIncreasesAmt |
| Subtotal | $25,429,066 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $25,429,066 | 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 | $3,497,900 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,067,921 | CostOrOtherBasisAmt |
| Gain Or Loss | $429,979 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $429,979 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $429,979 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,949 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,949 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,949 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $21,311 | 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 | $21,311 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $10,362 | OverpaymentAmt |
| Applied To ES Tax | $10,362 | 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 | $132,137 |
| OSAIC WEALTH INC | |||||
| 10 EXCHANGE PLACE SUITE 1410 | JERSEY CITY | NJ | 07302 | INVESTMENT MANAGEMENT/ADVISORY | $99,730 |
| 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 | $23,553,046 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $818,436 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $24,371,482 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $24,371,482 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $365,572 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,005,910 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,200,296 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,200,296 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,949 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,949 | TotalTaxAmt |
| Distributable Before Adj | $1,189,347 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,189,347 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,189,347 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,194,690 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,194,690 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,189,347 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,187,030 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,194,690 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,187,030 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,660 | 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 | $1,181,687 | 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 (31 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 | $15,000 |
| 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 | $50,000 |
| 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 | $50,000 |
| CALIFORNIA CASA | ||||||
| 3525 DEL MAR HEIGHTS ROAD 243 | SAN DIEGO | CA | 921302122 | PC | ENTITY SUPPORT | $15,000 |
| COMPASS FAMILY SERVICES | ||||||
| 37 GROVE STREET | SAN FRANCISCO | CA | 94102 | PC | ENTITY SUPPORT | $20,000 |
| 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 | $15,000 |
| 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 | $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 | $50,000 |
| 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 | $75,000 |
| 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 | $75,000 |
| 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 |
| RAPHAEL HOUSE | ||||||
| 1065 SUTTER STREET | SAN FRANCISCO | CA | 94109 | PC | ENTITY SUPPORT | $15,000 |
| SAFE & SOUND | ||||||
| 1757 WALLER STREET | SAN FRANCISCO | CA | 94117 | PC | ENTITY SUPPORT | $15,000 |
| SMART | ||||||
| 2101 MISSION STREET SUITE 200 | SAN FRANCISCO | CA | 94110 | PC | ENTITY SUPPORT | $70,000 |
| 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 | $50,000 |
| 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 | $60,000 |
| 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 | $20,000 |
| 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 | $1,090,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DUKE HEALTH DEVELOPMENT & ALUMNI AFFAIRS | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 WEST MORGAN STREET SUITE 1000 | AddressLine1Txt |
| City | DURHAM | CityNm |
| State Abbreviation | NC | StateAbbreviationCd |
| ZIP | 27701 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | PC | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | TO SUPPORT THE WORK OF DR. GERALD GRANT FOR IMPROVING DRUG DELIVERY ACROSS THE BLOOD-BRAIN BARRIER TO TREAT BRAIN TUMORS | GrantOrContributionPurposeTxt |
| Amt | $100,000 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $100,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,253 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $552,526 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $429,979 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $998,758 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $998,758 | 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 | $3,907 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,907 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES, 2666 SH | $293,447 | $293,447 |
| ACCENTURE PLC, 1081 SH | $379,334 | $379,334 |
| AGILENT TECHNOLOGIES INC, 2042 SH | $283,899 | $283,899 |
| AMERICAN ELECTRIC POWER INC, 2569 SH | $208,654 | $208,654 |
| AMGEN INC, 2152 SH | $619,819 | $619,819 |
| APPLE INC, 4425 SH | $851,945 | $851,945 |
| AUTOMATIC DATA PROCESSING INC, 2670 SH | $622,030 | $622,030 |
| BANK NEW YORK MELLON, 5901 SH | $307,147 | $307,147 |
| BANK OF AMERICA CORP, 6048 SH | $203,636 | $203,636 |
| BLACKROCK INC, 399 SH | $323,908 | $323,908 |
| BROADCOM INC, 365 SH | $407,431 | $407,431 |
| BROADRIDGE FINANCIAL SOLUTION INC, 665 SH | $136,824 | $136,824 |
| CHEVRON CORP, 4663 SH | $695,533 | $695,533 |
| CISCO SYSTEMS INC, 5396 SH | $272,606 | $272,606 |
| CLOROX CO, 1655 SH | $235,986 | $235,986 |
| CMS ENERGY CORP, 4434 SH | $257,482 | $257,482 |
| COMCAST CORP, 6828 SH | $299,408 | $299,408 |
| CORTEVA INC, 3446 SH | $165,132 | $165,132 |
| DIGITAL REALTY TRUST INC, 1425 SH | $191,777 | $191,777 |
| DOVER CORP, 1977 SH | $304,082 | $304,082 |
| ELEVANCE HEALTH INC, 844 SH | $303,685 | $303,685 |
| EOG RESOURCES INC, 2839 SH | $343,377 | $343,377 |
| EQUINEX INC, 271 SH | $218,261 | $218,261 |
| GENERAL DYNAMICS CORP, 2419 SH | $628,142 | $628,142 |
| GENUINE PARTS CO COM, 2159 SH | $299,022 | $299,022 |
| GILEAD SCIENCES INC, 4187 SH | $339,189 | $339,189 |
| HOME DEPOT INC, 1562 SH | $541,311 | $541,311 |
| HONEYWELL INTL INC, 1622 SH | $340,150 | $340,150 |
| ILLINOIS TOOL WORKS INC, 1586 SH | $415,437 | $415,437 |
| INTERNATIONAL BUSINESS MACHINE CORP, 1093 SH | $178,760 | $178,760 |
| INTUIT INC, 646 SH | $403,769 | $403,769 |
| JOHNSON & JOHNSON, 4540 SH | $711,600 | $711,600 |
| JP MORGAN CHASE & CO, 3784 SH | $643,658 | $643,658 |
| KIMBERLY-CLARK CORP, 1285 SH | $156,140 | $156,140 |
| LINDE PLC, 856 SH | $351,568 | $351,568 |
| LOCKHEED MARTIN CORP, 1074 SH | $486,780 | $486,780 |
| MARSH & MCLENNAN COS, 1998 SH | $378,561 | $378,561 |
| MASTERCARD INC, 393 SH | $167,618 | $167,618 |
| MCDONALDS CORP, 2792 SH | $827,856 | $827,856 |
| MERCK & CO INC, 4319 SH | $470,857 | $470,857 |
| MICROCHIP TECHNOLOGY INC, 1355 SH | $122,194 | $122,194 |
| MICROSOFT CORP, 5612 SH | $2,110,336 | $2,110,336 |
| MONDELEZ INTL INC, 3235 SH | $234,311 | $234,311 |
| MORGAN STANLEY, 3440 SH | $320,780 | $320,780 |
| NEXTERA ENERGY INC, 9513 SH | $577,820 | $577,820 |
| NIKE INC, 2772 SH | $300,956 | $300,956 |
| NORTHROP GRUMMAN CORP, 395 SH | $184,915 | $184,915 |
| PARKER-HANNAFIN CORP, 399 SH | $183,819 | $183,819 |
| PEPSICO INC, 3249 SH | $551,810 | $551,810 |
| PHILLIPS 66, 3690 SH | $491,287 | $491,287 |
| PROCTER & GAMBLE CO, 2099 SH | $307,587 | $307,587 |
| RAYMOND JAMES FINL INC, 2965 SH | $330,598 | $330,598 |
| QUEST DIAGNOSTICS INC, 1358 SH | $187,241 | $187,241 |
| S&P GLOBAL INC, 652 SH | $287,219 | $287,219 |
| STARBUCKS CORP, 6442 SH | $618,496 | $618,496 |
| TARGET CORP, 1139 SH | $162,216 | $162,216 |
| UNION PACIFIC CORP, 1238 SH | $304,078 | $304,078 |
| UNITED PARCEL SERVICE, 1768 SH | $277,983 | $277,983 |
| UNITEDHEALTH GROUP, 1228 SH | $646,505 | $646,505 |
| VISA INC, 2018 SH | $525,386 | $525,386 |
| WASTE MGMT INC DEL, 2148 SH | $384,707 | $384,707 |
| XCEL ENERGY INC, 3718 SH | $230,181 | $230,181 |
| ZOETIS INC, 1305 SH | $257,568 | $257,568 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $620 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $620 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $90 | $0 | $90 |
| INSURANCE | $1,886 | $0 | $1,886 |
| RETURN OF CAPITAL ADJUSTMENT | $2,365 | $2,365 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,605,951 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $231,867 | Amt |
| Net Investment Income | $208,680 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,187 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $21,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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