CHERNOWITZ MEDICAL RESEARCH FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CHERNOWITZ MEDICAL RESEARCH FOUNDATION INC (EIN 47-5210479)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-28
- IRS object ID
- 202443029349100104
- Schema version
- 2023v5.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-28T08:40:39-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232978890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PEARL ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1036 MILLCREEK DR | AddressLine1Txt |
| City | FEASTERVILLE TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | 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 | 475210479 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERNOWITZ MEDICAL RESEARCH | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHER | BusinessNameControlTxt |
| Phone | 8009018658 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4161 XAVIER STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80212 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD JACOBY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2157400870 | PhoneNum |
| Signature | 2024-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KRISTI SHARPE | PreparerPersonNm |
| PTIN | P01317490 | PTIN |
| Phone | 2153223985 | PhoneNum |
| Preparation | 2024-10-28 | 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,280,846 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $1,277 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,277 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $190,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$183,726 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,311,077 | GrossSalesPriceAmt |
| Other Income Rev And Expnss | $53,118 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $53,118 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $61,518 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $245,244 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $125,004 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $24,001 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $56,003 | CompOfcrDirTrstAdjNetIncmAmt |
| Pension Empl Bnft Rev And Expnss | $9,755 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,927 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $6,828 | PensionEmplBnftAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $5,175 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $5,175 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $10,634 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,634 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $37,623 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $35,804 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $1,819 | OtherExpensesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $188,191 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $78,541 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $64,650 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $704,585 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $704,585 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $892,776 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $78,541 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $64,650 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $704,585 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$831,258 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $166,703 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Government Obligations BOY | $213,095 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $116,977 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $116,977 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,613,617 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,714,143 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,714,143 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,437,783 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,449,726 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,449,726 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,264,495 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,280,846 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,280,846 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,264,495 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,280,846 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,264,495 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,280,846 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,264,495 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,280,846 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,264,495 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$831,258 | ExcessRevenueOverExpensesAmt |
| Other Increases | $847,609 | OtherIncreasesAmt |
| Subtotal | $8,280,846 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,280,846 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (61 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| MIRATI THERAPEUTICS | P | 2023-05-15 | 2023-08-02 | $11,876 | $19,885 | -$8,009 | -$8,009 |
| GMO BENCHMARK FREE | P | 2023-02-14 | 2023-10-13 | $26,201 | $25,800 | $401 | $401 |
| AXONIC STRATEGIC INCOME | P | 2021-11-12 | 2023-04-21 | $39,493 | $44,989 | -$5,496 | -$5,496 |
| KRANESHARES TR BOSERA | P | 2022-08-31 | 2023-04-21 | $2,544 | $3,365 | -$821 | -$821 |
| VANECK EFT VANECKGOLD | P | 2022-03-03 | 2023-04-10 | $62,622 | $66,460 | -$3,838 | -$3,838 |
| QUANTERIX CORP | P | 2023-08-28 | 2023-10-16 | $19,950 | $24,909 | -$4,959 | -$4,959 |
| JP MORGAN STRATEGIC INCOME | P | 2023-02-14 | 2023-10-13 | $14,438 | $14,400 | $38 | $38 |
| BLACKROCK STRATEGIC INCOME | P | 2020-07-16 | 2023-04-21 | $103,365 | $111,184 | -$7,819 | -$7,819 |
| WISDOMTREE CHINA | P | 2022-08-31 | 2023-04-21 | $334 | $377 | -$43 | -$43 |
| ACLARIS THERAPEUTICS | P | 2021-06-09 | 2023-03-29 | $4,119 | $9,010 | -$4,891 | -$4,891 |
| AB SELECT US LONG SHORT PORT | P | 2019-08-13 | 2023-02-14 | $23,312 | $23,855 | -$543 | -$543 |
| COHEN AND STEERS LOW DURATION | P | $225,174 | $246,193 | -$21,019 | -$21,019 | ||
| CONSUMER DISCRETIONARY | P | 2022-03-03 | 2023-04-10 | $7,253 | $8,704 | -$1,451 | -$1,451 |
| ALLOGENE THERAPEUTICS | P | 2021-06-09 | 2023-05-15 | $3,355 | $12,504 | -$9,149 | -$9,149 |
| ABBEY CAPITAL FUTURES | P | 2019-08-13 | 2023-10-13 | $17,809 | $18,259 | -$450 | -$450 |
| GUGGENHEIM MACRO OPP | P | $120,399 | $128,526 | -$8,127 | -$8,127 | ||
| GOLDMAN SACHS GQG PRT | P | 2021-01-05 | 2023-04-21 | $10,698 | $10,854 | -$156 | -$156 |
| APPLE INC | P | 2022-01-18 | 2023-05-15 | $66,003 | $68,628 | -$2,625 | -$2,625 |
| ALLSPRING ABSOLUTE RETURN | P | 2019-08-13 | 2023-02-14 | $16,455 | $17,235 | -$780 | -$780 |
| T ROWE PRICE US GOVT | P | $156,887 | $193,529 | -$36,642 | -$36,642 | ||
| INVESCO EXCH TRADED | P | 2021-01-27 | 2023-04-10 | $67,747 | $81,713 | -$13,966 | -$13,966 |
| ALPURINA PHARMA | P | 2019-12-24 | 2023-10-16 | $15,300 | $40,740 | -$25,440 | -$25,440 |
| ALPHASIMPLEX MANAGED | P | 2019-08-13 | 2023-02-14 | $1,542 | $1,530 | $12 | $12 |
| ALPS CORECOM MGT | P | 2018-03-20 | 2023-12-05 | $265,000 | $271,021 | -$6,021 | -$6,021 |
| INVESCO EXCH TRADED SLFIDX | P | 2021-12-09 | 2023-04-21 | $28,421 | $29,568 | -$1,147 | -$1,147 |
| HOLOGIC INC | P | 2021-08-23 | 2023-08-02 | $15,251 | $15,467 | -$216 | -$216 |
| AQR MANAGED FUTURES | P | 2019-08-13 | 2023-10-13 | $10,351 | $10,480 | -$129 | -$129 |
| AMERICAN CENTURY US SMALL | P | 2023-04-10 | 2023-04-21 | $3,679 | $3,652 | $27 | $27 |
| INVESCO EXCH TRADED PRFZ | P | 2021-01-27 | 2023-04-10 | $45,962 | $46,912 | -$950 | -$950 |
| INSULET CORP | P | 2021-06-09 | 2023-08-28 | $37,272 | $56,056 | -$18,784 | -$18,784 |
| CALAMOS MARKET NEUTRAL | P | 2019-08-13 | 2023-10-13 | $40,253 | $36,423 | $3,830 | $3,830 |
| CAPTIAL GROWTH | P | 2023-04-10 | 2023-04-21 | $2,235 | $2,223 | $12 | $12 |
| INVESCO OPPENHEIMER INTL | P | $136,614 | $159,130 | -$22,516 | -$22,516 | ||
| MODERNA | P | 2020-08-17 | 2023-04-13 | $16,073 | $6,875 | $9,198 | $9,198 |
| CHIRON CAPITAL ALLOCATION | P | 2019-08-13 | 2023-10-13 | $23,794 | $22,453 | $1,341 | $1,341 |
| CAPITAL GROUP INTL FOCUS | P | 2023-04-10 | 2023-04-21 | $4,650 | $4,576 | $74 | $74 |
| ISHARES TR MSCI ACWIEX | P | 2021-04-05 | 2023-04-21 | $19,682 | $21,494 | -$1,812 | -$1,812 |
| POLYPID LTD | P | 2020-12-21 | 2023-05-15 | $365 | $11,029 | -$10,664 | -$10,664 |
| FPA CRESENT FUND | P | 2019-08-13 | 2023-10-13 | $37,417 | $33,025 | $4,392 | $4,392 |
| FIRST TR EXCHANGE | P | 2023-04-10 | 2023-04-21 | $549 | $545 | $4 | $4 |
| KOPERNIK GLOBAL ALL CAP | P | 2021-01-05 | 2023-04-21 | $5,820 | $6,760 | -$940 | -$940 |
| PROTAGONIST THERAPEUTICS | P | 2018-09-21 | 2023-05-15 | $26,020 | $23,355 | $2,665 | $2,665 |
| GOTHAM ABSOLUTE RETURN | P | 2019-08-13 | 2023-10-13 | $33,910 | $25,654 | $8,256 | $8,256 |
| FIRST TR EXCHANGE | P | 2022-12-29 | 2023-04-10 | $14,895 | $14,860 | $35 | $35 |
| NUVEEN DIVIDEND GROWTH CLASS | P | 2020-12-08 | 2023-04-21 | $40,731 | $38,192 | $2,539 | $2,539 |
| TWIST BIOSCIENCE CORP | P | 2020-12-21 | 2023-04-13 | $2,780 | $29,249 | -$26,469 | -$26,469 |
| JP MORGAN STRATEGIC | P | 2019-08-13 | 2023-10-13 | $24,427 | $24,534 | -$107 | -$107 |
| INDUSTRIAL SELECT SECTOR | P | 2023-04-10 | 2023-04-21 | $2,522 | $2,461 | $61 | $61 |
| OAKMARK INTL INVESTOR | P | 2018-03-15 | 2023-04-21 | $2,663 | $2,857 | -$194 | -$194 |
| ABBEY CAPITAL FUTURES | P | 2023-02-14 | 2023-10-13 | $505 | $500 | $5 | $5 |
| LEGG MASON WESTERN ASSET | P | 2019-08-13 | 2023-02-14 | $15,514 | $18,742 | -$3,228 | -$3,228 |
| ISHARES MSCI EMER MARKET | P | 2023-04-10 | 2023-04-21 | $2,475 | $2,473 | $2 | $2 |
| SELECT SECTOR SPDR TR | P | 2021-01-27 | 2023-04-10 | $42,713 | $38,909 | $3,804 | $3,804 |
| BLACKROCK EVENT DRIVEN | P | 2023-02-14 | 2023-10-13 | $25,669 | $25,800 | -$131 | -$131 |
| VIRTUS APLHASIMPLEX | P | 2019-08-13 | 2023-10-23 | $5,877 | $6,123 | -$246 | -$246 |
| ISHARES TR MSCI ACW | P | 2022-12-27 | 2023-04-10 | $154,775 | $144,627 | $10,148 | $10,148 |
| SPDR S&P 500 | P | 2021-12-09 | 2023-04-21 | $112,650 | $128,547 | -$15,897 | -$15,897 |
| FPA CRESENT FUND | P | 2023-02-14 | 2023-10-13 | $2,581 | $2,500 | $81 | $81 |
| JP MORGAN STRATEGIC INCOME | P | 2023-03-15 | 2023-04-21 | $38,431 | $38,856 | -$425 | -$425 |
| KINETICS PARADIGM | P | 2023-04-10 | 2023-04-21 | $7,322 | $7,918 | -$596 | -$596 |
| SPDR SER TR SP OIL | P | 2021-02-25 | 2023-04-10 | $13,299 | $8,308 | $4,991 | $4,991 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$183,726 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$4,096 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,317 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,317 | SubtotalAmt |
| Tax Based On Investment Income | $2,317 | TaxBasedOnInvestmentIncomeAmt |
| Extsn Request Income Tax Paid | $5,200 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $126 | EsPenaltyAmt |
| Overpayment | $2,757 | OverpaymentAmt |
| Applied To ES Tax | $2,757 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Org Report Or Register State | CO | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.CHERNOWITZ.ORG | WebsiteAddressTxt |
| Individual With Books | RICHARD JACOBY | IndividualWithBooksNm |
| Phone | 8009018658 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4161 XAVIER STREET | AddressLine1Txt |
| City | DENVER | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARD JACOBY | ||||||||
| 4161 XAVIER STREET | DENVER | CO | 80210 | TRUSTEE | 1.00 | $45,000 | $0 | $0 |
| BENJAMIN JACOBY | ||||||||
| 3964 YATES STREET | DENVER | CO | 80212 | TRUSTEE | 1.00 | $35,004 | $0 | $0 |
| JACK PLATT | ||||||||
| 100 BREYER DRIVE UNIT 4D | ELKINS PARK | PA | 19027 | TRUSTEE | 1.00 | $45,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,315,771 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,315,771 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,315,771 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $124,737 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,191,034 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $409,552 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $409,552 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,317 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,317 | TotalTaxAmt |
| Distributable Before Adj | $407,235 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $407,235 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $407,235 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $704,585 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $704,585 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $407,235 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $376,204 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Total For Prior Years | $29,552 | TotalForPriorYearsAmt |
| Qualifying Distributions | $704,585 | QualifyingDistributionsAmt |
| Applied To Year1 | $376,204 | AppliedToYear1Amt |
| Applied To Prior Years | $29,552 | AppliedToPriorYearsAmt |
| Applied To Current Year | $298,829 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $108,406 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | Address Line2RecipientUSAddress/AddressLine2Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT STREET | 5TH FLOOR | PHILADELPHIA | PA | 19104 | 501(C)(3) | MEDICAL RESEARCH | $200,000 |
| UNIVERSITY OF MIAMI | |||||||
| PO BOX 025388 | MIAMI | FL | 33102 | 501(C)(3) | MEDICAL RESEARCH | $200,585 | |
| UNIVERSITY OF ROCHESTER | |||||||
| 910 GENESEE STREET SUITE | ROCHESTER | NY | 14611 | 501(C)(3) | MEDICAL RESEARCH | $160,000 | |
| MOSS REHABILITATION | |||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | 501(C)(3) | MEDICAL RESEARCH | $144,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $704,585 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,277 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $190,849 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,118 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$183,726 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $192,126 | ExclusionAmt |
| Related Or Exempt Function Incm | -$130,608 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $61,518 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $1,449,726 | EOYBookValueAmt |
| EOYFMV | $1,449,726 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $6,714,143 | EOYBookValueAmt |
| EOYFMV | $6,714,143 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $116,977 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $116,977 | USGovtObligationsEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| WEBSITE | $762 | $762 | |
| PAYROLL SERVICE FEES | $1,004 | $703 | $301 |
| ACCOUNT SERVICE FEES | $35,503 | $35,503 | |
| MISCELLANEOUS | $210 | $210 | |
| OFFICE | $144 | $144 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP INCOME | Desc |
| Revenue And Expenses Per Books | $53,118 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $53,118 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAINS | Desc |
| Amt | $847,609 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | PROFESSIONAL FEES | CategoryTxt |
| Amt | $5,175 | Amt |
| Net Investment Income | $5,175 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES PAID | $2,234 | $2,234 |
| EXCISE TAX | $8,400 | $8,400 |
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