DANIEL M TABAS FAMILY FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL M TABAS FAMILY FOUNDATION (EIN 23-6934594)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-30
- IRS object ID
- 202433049349100333
- Schema version
- 2023v5.1
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-30T15:55:00-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 872525370 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BLVD 20TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 236934594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL M TABAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 2154770583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 543 MULBERRY LANE - OFFICE ANNEX | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS RANDAZZO | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 2154775830 | PhoneNum |
| Signature | 2024-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL KLINE | PreparerPersonNm |
| PTIN | P00148247 | PTIN |
| Phone | 2155454800 | PhoneNum |
| Preparation | 2024-10-27 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,636,889 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,400,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $38,390 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $38,390 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $45,503 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $45,503 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$41,704 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $192,191 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,442,189 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $83,893 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,995 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,995 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $8,920 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $8,920 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,989 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $671 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,012 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $20 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,992 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $14,916 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,611 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,987 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $90,695 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $90,695 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $105,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,611 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $94,682 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,336,578 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $74,282 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $158,315 | CashBOYAmt |
| Cash EOY | $67,944 | CashEOYAmt |
| Cash EOYFMV | $67,944 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,787,706 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,425,901 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,425,901 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $146,643 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $153,185 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $271,438 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $275,743 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,326,379 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,398,759 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,000,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,000,000 | LandBOYAmt |
| Land EOY | $3,000,000 | LandEOYAmt |
| Land EOYFMV | $500,000 | LandEOYFMVAmt |
| Other Assets BOY | $867,907 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,882,457 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $815,357 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $5,813,928 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,120,762 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,636,889 | 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 | $5,813,928 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,120,762 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,813,928 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,120,762 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,813,928 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,120,762 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,813,928 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,336,578 | ExcessRevenueOverExpensesAmt |
| Other Increases | $970,256 | OtherIncreasesAmt |
| Subtotal | $8,120,762 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,120,762 | 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 | $192,191 | GrossSalesPriceAmt |
| Cost Or Other Basis | $233,895 | CostOrOtherBasisAmt |
| Gain Or Loss | -$41,704 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$41,704 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$41,704 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,033 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,033 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,033 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $800 | 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 | $800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $12 | EsPenaltyAmt |
| Tax Due | $245 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NICHOLAS RANDAZZO | IndividualWithBooksNm |
| Phone | 2154770583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MULBERRY LANE | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS RANDAZZO | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | MANAGER | 0.10 | $0 | $0 | $0 |
| EVELYN R TABAS | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| LEE E TABAS | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| ROBERT R TABAS | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| MURRAY STEMPEL III | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| SUSAN TABAS TEPPER | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| JO ANN TABAS WURZAK | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE | 0.10 | $0 | $0 | $0 |
| CAROL L TABAS | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE | 0.10 | $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 | $1,750,711 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $169,417 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,341,632 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,261,760 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,261,760 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $48,926 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,212,834 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $160,642 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $160,642 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,033 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,033 | TotalTaxAmt |
| Distributable Before Adj | $159,609 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $159,609 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $159,609 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $94,682 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $94,682 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $159,609 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $33,513 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $60,731 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $44,908 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $139,152 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $94,682 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $94,682 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $64,927 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $64,927 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $74,225 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $74,225 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $29,317 | ExcessFromYear2Amt |
| Excess From Year1 | $44,908 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (55 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTING WITHOUT BOUNDARIES CO ESF INC | ||||||
| 750 E HAVERFORD ROAD | BRYN MAWR | PA | 19010 | PC | GENERAL SUPPORT | $250 |
| ADATH ISRAEL | ||||||
| 250 N HIGHLAND AVE | MERION STATION | PA | 19066 | PC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $12,200 |
| ALWAYS BE SMILING | ||||||
| 340 PINE VALLEY DRIVE | BRIDGEVILE | PA | 150173433 | PC | GENERAL SUPPORT | $500 |
| AMERICAN FRIENDS OF KISHORIT | ||||||
| PO BOX 370362 | PITTSBURGH | PA | 125133890 | PC | GENERAL SUPPORT | $2,500 |
| ANTIQUE AND CLASSIC BOAT SOCIETY | ||||||
| 1673 HOTTLE RD | COOPERSBURG | PA | 18036 | PC | GENERAL SUPPORT | $2,000 |
| ASPEN FILM CAPITAL | ||||||
| 110 E HALLAM ST | ASPEN | CO | 81611 | PC | GENERAL SUPPORT | $1,500 |
| CANCER ALLIANCE OF HELP & HOPE | ||||||
| PO BOX 3292 | PALM BEACH | FL | 33480 | PC | GENERAL SUPPORT | $1,000 |
| CARNEGIE LIBRARY OF PITTSBURGH | ||||||
| 4400 FORBES AVENUE | PITTSBURGH | PA | 15213 | PC | GENERAL SUPPORT | $500 |
| CHABAD OF GREENVILLE | ||||||
| 17 WHITEHORN LANE | GREENVILLE | SC | 29607 | PC | GENERAL SUPPORT | $540 |
| CHABAD OF SQUIRREL HILL | ||||||
| 1700 BEACHWOOD BLVD | PITTSBURGH | PA | 15217 | PC | GENERAL SUPPORT | $1,000 |
| CHABAD OF THE MAIN LINE | ||||||
| 625 MONTGOMERY AVENUE | MERION STATION | PA | 19066 | PC | GENERAL SUPPORT | $540 |
| CHILDRENS CRISIS TREATMENT CENTER | ||||||
| 1060 DELAWARE AVE | PHILADELPHIA | PA | 19125 | PC | GENERAL SUPPORT | $2,500 |
| CHILDRENS HOSPITAL OF PHILADELPHIA | ||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | PC | GENERAL SUPPORT | $2,500 |
| CLASSROOMS WITHOUT BORDERS | ||||||
| 4905 5TH ST | PITTSBURGH | PA | 15213 | PC | GENERAL SUPPORT | $500 |
| CONGREGATION BETH SOLOMON | ||||||
| 198 TOMLINSON RD | PHILADELPHIA | PA | 19116 | PC | GENERAL SUPPORT | $500 |
| COUNCIL FOR RELATIONSHIPS | ||||||
| 4025 CHESTNUT ST | PHILADELPHIA | PA | 19104 | PC | GENERAL SUPPORT | $500 |
| GROW PITTSBURGH | ||||||
| 6587 HAMILTON AVE | PITTSBURGH | PA | 15206 | PC | GENERAL SUPPORT | $100 |
| HILLTOP HORIZONS | ||||||
| 103 LITTELL DRIVE | ALLIQUIPPA | PA | 15001 | PC | GENERAL SUPPORT | $500 |
| ISRAEL TENNIS & EDUCATION CENTER | ||||||
| 3275 WEST HILLSBORO ROAD SUITE 102 | DEERFIELD BEACH | FL | 33442 | PC | GENERAL SUPPORT | $1,000 |
| JEFFERSON HOSPITAL THRIFT STORE | ||||||
| 37 E LANCASTER AVENUE | ARDMORE | PA | 19003 | PC | GENERAL SUPPORT | $5,700 |
| JEWISH FEDERATION OF GREATER PITTSBURGH | ||||||
| 2000 TECHNOLOGY DRIVE | PITTSBURGH | PA | 16219 | PC | GENERAL SUPPORT | $1,000 |
| JEWISH NATIONAL FUND | ||||||
| 60 REVERE DRIVE | NORTHBROOK | IL | 60602 | PC | GENERAL SUPPORT | $1,500 |
| JUBILEE SOUP KITCHEN | ||||||
| PO BOX 42251 | PITTSBURGH | PA | 15203 | PC | GENERAL SUPPORT | $100 |
| MAGEE REHABILITATION HOSPITAL FOUNDATION | ||||||
| 1513 RACE ST | PHILADELPHIA | PA | 19102 | PC | GENERAL SUPPORT | $800 |
| MORSELIFE FOUNDATION | ||||||
| 4847 DAVID S MACK DR | WEST PALM | FL | 33417 | PC | GENERAL SUPPORT | $3,715 |
| NAMI KEYSTONE | ||||||
| 520 N DELAWARE AVE | PHILADELPHIA | PA | 19123 | PC | GENERAL SUPPORT | $100 |
| NEIGHBORHOOD LEAGUE SHOP | ||||||
| 191 EAST LANCASTER AVE | WAYNE | PA | 19087 | PC | GENERAL SUPPORT | $4,950 |
| PAL O MINE EQUESTRIAN | ||||||
| 829 OLD NICHOLS RD | ISLANDIA | NY | 11749 | PC | GENERAL SUPPORT | $500 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | PC | GENERAL SUPPORT | $250 |
| PHILLY FIGHTS CANCER | ||||||
| PO BOX 1927 | BLUE BELL | PA | 19422 | PC | GENERAL SUPPORT | $15,000 |
| PHIPPS CONSERVATORY & BOTANICAL GARDENS | ||||||
| 1 SCHENLEY DRIVE | PITTSBURGH | PA | 15201 | PC | GENERAL SUPPORT | $250 |
| PITTSBURGH BALLET THEATRE | ||||||
| 2900 LIBERTY AVENUE | PITTSBURGH | PA | 15201 | PC | GENERAL SUPPORT | $500 |
| RARE SPECIES FUND | ||||||
| PO BOX 31210 | MYRTLE BEACH | SC | 19588 | PC | GENERAL SUPPORT | $1,000 |
| SWIM ACROSS AMERICA | ||||||
| 165 WEYFORD TERRACE | GARDEN CITY | NY | 11530 | PC | GENERAL SUPPORT | $2,500 |
| TEAM UP PHILLY | ||||||
| 111 FORREST AVE | NARBERTH | PA | 19072 | PC | GENERAL SUPPORT | $200 |
| TECH TRIBE | ||||||
| 1405 LINCOLN PLACE | BROOKLYN | NY | 11213 | PC | GENERAL SUPPORT | $500 |
| THE BARN AT SPRINGBROOK FARM | ||||||
| 360 LOCUST GROVE RD | WEST CHESTER | PA | 19382 | PC | GENERAL SUPPORT | $250 |
| THE BARNES FOUNDATION | ||||||
| 2025 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19120 | PC | GENERAL SUPPORT | $2,500 |
| THE BRANCH | ||||||
| 2609 MURRAY AVENUE SUITE 201 | PITTSBURGH | PA | 15217 | PC | GENERAL SUPPORT | $1,000 |
| THE DO GOODERS | ||||||
| 180 CLYWYD RD | BALA CYNWYD | PA | 19004 | PC | GENERAL SUPPORT | $500 |
| THE FRICK ART & HISTORICAL CENTER | ||||||
| 7227 REYNOLDS STREET | PITTSBURGH | PA | 15208 | PC | GENERAL SUPPORT | $100 |
| THE FRIENDS OF CYNWYD HERITAGE TRAIL | ||||||
| PO BOX 695 | BALA CYNWYD | PA | 19004 | PC | GENERAL SUPPORT | $100 |
| THE GARY & VIVIENNE PLAYER FOUNDATION | ||||||
| PO BOX 780 | OAKS | PA | 19456 | PC | GENERAL SUPPORT | $250 |
| THE HAVERFORD SCHOOL | ||||||
| 450 LANCASTER AVENUE | HAVERFORD | PA | 19041 | PC | GENERAL SUPPORT | $5,000 |
| THE JEWISH SPARK | ||||||
| 1007 DELAFIELD ROAD | PITTSBURGH | PA | 15230 | PC | GENERAL SUPPORT | $500 |
| THE LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| 555 NORTH LANE | CONSHOHOCKEN | PA | 19428 | PC | GENERAL SUPPORT | $1,000 |
| THE PITTSBURGH CULTURAL TRUST | ||||||
| 803 LIBERTY AVENUE | PITTSBURGH | PA | 15222 | PC | GENERAL SUPPORT | $500 |
| THE PITTSBURGH SYMPHONY ORCHESTRA | ||||||
| 600 PENN AVENUE | PITTSBURGH | PA | 15222 | PC | GENERAL SUPPORTGENERAL SUPPORT | $250 |
| THE WEITZMAN | ||||||
| 101 S INDEPENDENCE MALL | PHILADELPHIA | PA | 19106 | PC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $5,000 |
| TRY A SPECIAL NEEDS ORGANIZATION | ||||||
| PO BOX 40 | WEXFORD | PA | 19040 | PC | GENERAL SUPPORT | $500 |
| UNITED WAY OF ALLEGHENY COUNTY | ||||||
| PO BOX 735 | PITTSBURGH | PA | 152300735 | PC | GENERAL SUPPORT | $1,000 |
| VENTURE OUTDOORS | ||||||
| 304 FORBES AVENUE | PITTSBURGH | PA | 15222 | PC | GENERAL SUPPORT | $500 |
| VETERINARY CARE FOUNDATION | ||||||
| 16550 NW 46TH ST | MORRISTON | FL | 32668 | PC | GENERAL SUPPORT | $250 |
| WILLISTOWN CONSERVATION TRUST | ||||||
| 925 PROVIDENCE RD | NEWTOWN SQUARE | PA | 19073 | PC | GENERAL SUPPORT | $1,900 |
| WILLS EYE FOUNDATION | ||||||
| 840 WALNUT STREET | PHILADELPHIA | PA | 19107 | PC | GENERAL SUPPORT | $400 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $90,695 | 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 | $38,390 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45,503 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$41,704 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $42,189 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $42,189 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVELYN TABAS | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 543 MULBERRY LANE | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,400,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | RETURN PREPARATION FEES | CategoryTxt |
| Amt | $1,995 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,995 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EMERGING MARKETS FIXED INCOME | $77,061 | $75,429 |
| INTERNATIONAL FIXED INCOME | $97,636 | $98,291 |
| US CORPORATE HIGH YIELD FIXED INCOME | $235,762 | $284,118 |
| US CORPORATE INVESTMENT GRADE FIXED INCOME | $915,920 | $940,921 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (5 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| VANGUARD FTSE EMERGING MARKETS ETF | $95,123 | $82,159 |
| SIEMENS AG | $39,131 | $46,926 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $48,131 | $47,900 |
| ISHARES CORE HIGH DIVIDEND ETF | $47,631 | $50,995 |
| ISHARES CORE S&P 500 ETF | $41,422 | $47,763 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $146,643 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $153,185 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINE ARTS | Desc |
| BOY Book Value | $867,907 | BOYBookValueAmt |
| EOY Book Value | $1,882,457 | EOYBookValueAmt |
| EOYFMV | $815,357 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $1,992 | $0 | $1,992 |
| INVESTMENT FEES | $20 | $20 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REVERSAL OF PRIOR YEAR ADJUSTMENT | Desc |
| Amt | $970,256 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $8,920 | Amt |
| Net Investment Income | $8,920 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $1,318 | $0 | $0 |
| FOREIGN TAX | $671 | $671 | $0 |
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