2023-05-10T13:45:23-07:00 2022-06-30 233003640 THE PROVCO GROUP LTD 795 E LANCASTER AVE SUITE 200 VILLANOVA PA 19085 990PF 2021-07-01 222741682 Uncommon Individual Foundation UNCO 6105200180 80 W Lancaster Avenue Devon PA 19333 GERALD N HOLTZ PRESIDENT 6105200180 2022-11-08 true GERALD HOLTZ XXX-XX-XXXX Gary R DiLella P01421178 6105202690 3 AAL1 IAL1 FAL1 2021 2023-04-26 12:10:37Z X 78134560 X 139275 4549 4549 2256722 2256722 394042 394042 220314 -5512 0 487589 0 0 1010351 1010351 3799427 4153253 0 1253845 1253845 149059 149059 5087 5087 19280 32 19248 62412 11453 50959 5725 5725 207210 41569 165641 173239 64288 5592 5592 2059 2059 1010077 751361 258716 2893585 874428 1910206 577252 577252 3470837 874428 2487458 328590 3278825 0 340052 553359 553359 7041471 4015060 4015060 2668 0 5831 2668 2668 0 0 62454786 64143344 65350866 0 1705851 2188576 3210679 5158802 1426969 3910584 3731833 3731833 219695 1270095 1270095 75678270 75904935 78134560 22786 15911 0 0 815328 109698 838114 125609 X 74840156 75779326 74840156 75779326 75678270 75904935 74840156 328590 610580 75779326 75779326 See Schedule P 2021-07-01 2022-06-30 14717821 0 14230232 487589 0 0 0 487589 487589 -968250 45576 0 45576 0 45576 23176 30000 53176 -53176 X 1183 6417 6417 false false false false false true true false true true PA true false false false false true http://www.uif.org Gary DiLella 6105202690 795 E Lancaster Ave Ste 200 Villanova PA 19085 false false false false false false false false false false false false false false false false false false false false false false true Dr Richard E Caruso 80 W Lancaster Ave Ste 200 Devon PA 19333 Chairman Emeritus 0.00 0 0 0 Sally F Caruso 80 W Lancaster Ave Ste 200 Devon PA 19333 Secretary 20.00 0 0 0 John C Crosby 80 W Lancaster Ave Ste 200 Devon PA 19333 Executive Director 40.00 130000 5757 0 Gary R DiLella 795 E Lancaster Avenue Ste 200 Villanova PA 19087 VP & Treas 10.00 0 0 0 Gerald N Holtz 795 E Lancaster Avenue Ste 200 Wayne PA 19087 President 10.00 0 0 0 Joseph Lopez 80 W Lancaster Ave Ste 200 Devon PA 19333 Co-Managing Director 40.00 140077 17259 0 Lucy Lopez 80 W Lancaster Avenue Devon PA 19333 Co-Managing Director 40.00 105000 11873 0 Benjamin Pietrzyk 80 W Lancaster Avenue Devon PA 19333 Director - OTPSE 40.00 95116 11476 0 Andrew P Zivic 1001 Valley Drive West Chester PA 19382 Director - Tech Ment 40.00 90047 11272 0 Christopher DiAntonio 80 W Lancaster Ave Ste 200 Devon PA 19333 Chief Communications 40.00 90039 18433 0 8 NONE 0 Description of direct charitable activities attached 2487458 76987022 6011761 0 82998783 0 82998783 1244982 81753801 4087690 4087690 45576 45576 4042114 4042114 4042114 2487458 638307 3125765 4042114 2673256 0 0 0 0 0 0 3125765 2673256 0 452509 452509 452509 0 0 0 0 3589605 0 0 0 0 0 0 0 The Richard E Caruso Family and Aff None The Uncommon Individual Foundation 80 W Lancaster Avenue Suite 100 Devon PA 19333 6105200180 Any form of written correspondence is acceptable None None Various - See Schedule Various - See Schedule Various See Schedule PA 19085 Paid Scholarships 50000 Alzheimer's Association 399 Market Street Suite 250 Philadelphia PA 19106 Paid Program Support 1000 Childrens Brain Tumor Foundation 510 E 85th Street New York NY 10028 Paid Program Support 10000 New Jersey Scholars 56 East Willow Street Milburn NJ 07078 Paid Program Support 20000 Liguori Academy 1013 Ellsworth Street Philadelphia PA 19148 Paid Program Support 5000 Camp Hope for Kids 129 Yerger Road Schwenksville PA 19473 Paid Program Support 25000 Alpha Point Inc 228 Park Avenue New York NY 10003 Paid Program Support 2160 Rider University 2083 Lawrenceville Road Lawrenceville NJ 08648 Paid Program Support 5376 Amounts on Schedule K-1 Under 500 Various PA 19085 Paid Program Support 150 Surrey Services 60 Surrey Way Devon PA 19333 Paid Program Support 50000 Pennsylvania College of Technology 1 College Avenue Williamsport PA 17701 Paid Program Support 8500 Temple of Empowerment Church 219 N County Drive Waverly VA 23890 Paid Program Support 500 American Lung Association 625 N Govenor Printz Boulevard Essington PA 19029 Paid Program Support 1000 Seal Future Foundation 111 E 14th Street New York NY 10003 Paid Program Support 10000 St Augustine Prep School 611 Cedar Avenue Richland NJ 08350 Paid Scholarship Fund 25000 Help Hope Live 100 Matsonford Road Bldg 2 Radnor PA 19087 Paid Program Support 10000 Lady Runnin Rebels 325 Old Lancaster Road Devon PA 19333 Paid Program Support 2000 Radnor ABC West Wayne Avenue Wayne PA 19087 Paid Program Support 5000 Conestoga Computer Science Club 200 Irish Road Berwyn PA 19312 Paid Program Support 750 Villanova University 800 Lancaster Ave VIllanova PA 19085 Paid Program Support 5000 Trenton Catholic Academy 175 Leonard Avenue Hamilton Township NJ 08610 Paid Program Support 3500 Jaymar Foundation 910 Germantown Pike Plymouth Meeting PA 19462 Paid Program Support 25000 Little Flower Foundation 128 Columbus Avenue Grand Haven MI 49417 Paid Program Support 25000 Christo Rey Phila High School 1717 W Allegheny Ave Philadelphia PA 19132 Paid Program Support 12000 Bucknell University One Dent Drive Lewisburg PA 17837 Paid Program Support 10000 The Calliope Joy Foundation PO Box 2866 Bala Cynwyd PA 19004 Paid Program Support 250000 Music is Love Wayne PA Wayne PA 19087 Paid Program Support 1000 Meals on Wheels 60 Surrey Way Devon PA 19333 Paid Program Support 2500 Sow Good Now 3202 Tall Oaks Lane Newtown Square PA 19073 Paid Program Support 2728 GetNoble Inc 695 Atlantic Ave Boston MA 02111 Paid Program Support 2430 Cyber Crunch 90 Park Avenue New York NY 10016 Paid Program Support 1658 Upper Main Line YMCA 1416 Berwyn Paoli Road Berwyn PA 19312 Paid Program Support 5000 577252 523300 0 14 4549 523300 0 14 2256722 531100 0 16 394042 523300 0 16 0 0 Capital Gain from Sales of Securities 486210 16 487589 Form 990-T, Sched A, Part I, Line 5 UBTI 486210 -213431 16 Ordinary Income Schedule K-1 486210 16 -3 Section 1231 Gain 486210 16 -7814 Long Term Capital Gain on Schedule K-1 486210 16 848014 Short Term Capital Gain on Schedule K-1 486210 16 226812 Other Income from Schedule K-1 486210 16 760 Credit for Overpaid Federal Income Tax 486210 16 156013 -213431 4366684 0 4153253 1 Directly Related to Exempt Purpose false false false false false false false false false false X X 1 ECMC Foundation 444 S Flower Street STe 2550 Los Angeles CA 90071 75000 X 2 College Guidance Network 186 Alewife Brook Pkwy Cambridge MA 02138 47000 X Kreischer Miller Audit 19248 19248 Other Other 32 32 0 Devon Building 2014-06-01 2971337 420958 SL 39.000000000000 59781 Building Equipment 2014-06-01 19002 19002 SL 7.000000000000 0 FYE 6/14 Computers 2013-11-01 2481 1240 SL 5.000000000000 0 FYE 6/14 Building Security Computer 2014-06-01 7234 7234 SL 5.000000000000 0 Devon Building Furniture 2014-06-01 202935 202935 SL 7.000000000000 0 FYE 6/14 Land Improvements 2014-06-01 180799 85878 SL 15.000000000000 12053 5 Year Building Property 2014-06-01 155516 155516 SL 5.000000000000 0 Security Camera System 2014-11-01 4095 3909 150DB 7.000000000000 186 Devon Building Windows 2014-07-25 18240 3256 SL 39.000000000000 468 Exterior Signage 2014-11-13 3823 1907 150DB 15.000000000000 229 6/30/2105 Computer Equipment 2014-12-30 8262 8262 150DB 5.000000000000 0 6/30/2015 Video Camera - Studio 2015-03-04 1378 1305 200DB 7.000000000000 73 6/30/2015 Video Equipment 2015-04-16 14944 13088 SL 7.000000000000 1856 FYE 6/16 1st Fl Reno 2015-09-15 10616 1575 SL 39.000000000000 272 FYE 6/16 Lobby Reno 2015-11-01 35975 5187 SL 39.000000000000 922 FYE 6/16 Lobby Furniture 2015-11-01 14690 11542 SL 7.000000000000 2099 FYE 6/16 Patio Furniture 2016-06-15 3813 2996 SL 7.000000000000 545 FYE 6/16 Security Card Reader 2016-02-26 5030 5030 SL 5.000000000000 0 FYE 6/16 Fire Alarm 2016-03-04 3283 2580 SL 7.000000000000 469 FYE 6/16 Monument Sign 2015-07-01 8603 3155 SL 15.000000000000 573 FYE 6/16 Patio 2015-12-01 5584 2046 SL 15.000000000000 372 FYE 6/16 3D Computer & Scanner 2016-06-30 2665 2665 SL 5.000000000000 0 FYE 6/17 3D Printer 2017-06-28 23431 19330 SL 5.000000000000 4101 FYE 6/17 Irrigation System 2016-12-31 5315 1637 SL 15.000000000000 355 FYE 6/18 Fence 2018-01-25 15612 3513 SL 15.000000000000 1041 FYE 6/18 Refrigerator 2018-06-25 1203 537 SL 7.000000000000 172 FYE 6/16 Security Cameras 2018-06-25 1270 794 SL 5.000000000000 254 FYE 6/18 Bldg Improvements 2018-06-25 192889 15044 SL 39.000000000000 4946 FYE 6/18 Computers 2018-06-25 24622 15389 SL 5.000000000000 4924 FYE 6/18 Office Furniture 2018-06-25 123772 55256 SL 7.000000000000 17682 FYE 6/19 Studio Fit Out 2018-10-05 48848 3393 SL 39.000000000000 1252 FYE 6/19 Stillwater Fit Out 2019-05-01 162075 8831 SL 39.000000000000 4156 FYE 6/19 Centric Fit Out 2019-05-06 172433 9395 SL 39.000000000000 4421 FYE 6/19 Computer Equipment 2019-01-01 47155 23578 SL 5.000000000000 9431 FYE 6/19 Office Furniture 2018-12-28 2508 895 SL 7.000000000000 358 FYE 6/19 Studio Equipment 2019-01-01 157348 56195 SL 7.000000000000 22478 FYE 06/19 Sign & Awning 2019-05-17 9646 3445 SL 7.000000000000 689 FYE 6/19 Studio F&F 2019-01-01 17000 6072 SL 7.000000000000 2428 FYE 6/19 2nd Floor Building Improvements 2019-05-01 233234 12708 SL 39.000000000000 5980 FYE 6/20 B Riley Fit Out 2019-07-01 108506 5448 SL 39.000000000000 2782 FYE 6/20 SpeakUp Improvements 2020-01-01 54828 2050 SL 39.000000000000 1406 FYE 6/20 Lobby Renovation 2020-05-01 24170 697 SL 39.000000000000 620 FYE 6/20 Computer Network Upgrade 2019-09-01 19322 5796 SL 5.000000000000 3865 MS 030236 - Marketable Securities 11796448 10084511 The Vanguard Group Account - Marketable Securities 1412339 4686186 MS 030994 - Marketable Securities 14629992 12447190 MS 081801 - Marketable Securities 6722036 11121336 MS 081838 - Marketable Securities 5299239 5202728 MS 224473 - Marketable Securities 11568306 12751124 MS 229657 - Marketable Securities 1699205 574503 MS 229658 - Marketable Securities 4232445 3353246 MS 229659 - Marketable Securities 2374731 1329365 FI 202613 - Marketable Securities 4408603 3800677 Learn Start I LP Interest 1471431 2498470 Learn Start II LP Interest 687145 682209 CGN Convertible Promissory Note 30000 30000 Headquarters Building 2822408 531097 2291311 Headquarters Building - Land 639883 0 639883 Headquarters Building - Equipment 19002 19002 0 Headquarters Building - Land Improvements 219736 112759 106977 Furniture & Fixtures 645980 588564 57416 FYE 6/19 Studio Fit Out 48848 4645 44203 FYE 6/19 Office Furniture 2508 1253 1255 FYE 6/19 Studio Equipment 157348 78673 78675 FYE 6/19 Computer Equipment 47155 33009 14146 FYE 6/19 Stillwater Fit Out 162075 12987 149088 FYE 6/19 Centric Fit Out 172433 13816 158617 FYE 6/19 Studio Sign and Awning 0 0 0 FYE 6/19 Studio F&F 17000 8500 8500 FYE 6/20 B Riley Fit Out 108506 8230 100276 FYE 6/20 Computer Network Upgrade 19322 9661 9661 FYE 6/20 Speak Up Fit Out 54828 3456 51372 FYE 6/20 Lobby Reno 21770 1317 20453 Cozen O'Connor General Legal 5087 5087 Prepaids and Advances 41303 39603 39603 Deposits 127175 8863 8863 Other Intangibles - Net 51217 39580 39580 Construction in Progress - Bryn Mawr Bldg 0 963109 963109 Construction in Progress - Bryn Mawr Land 0 218940 218940 Background Checks 83 83 Bank Charges 127 127 Computer Software, Services & Equipment 34969 125 34844 Condo Fees 3608 3608 Filing & License Fees 172 172 Insurance - Property & Liability 20741 5028 15713 Internet Access 1557 1557 Investment Management Fees 690165 690165 Janitorial 25603 12865 12738 Landscaping 17689 9552 8137 Nondeductible Amounts from MLP's 304 304 Meals & Entertainment 41786 41786 Maintenance 36442 10884 25558 Office Supplies & Equipment 2223 2223 Payroll Service Fees 29895 29895 Postage 281 281 Program Services and Expense 31499 31499 Security Services 2676 1445 1231 Sewer Rent 5975 2943 3032 Supplies 637 70 567 Telephone 5741 5741 Trash Removal 1495 807 688 Utilities 32226 5536 26690 Website Hosting & Operation 12546 12546 Amortization 11637 11637 0 0 SHORT TERM CAP GAIN FROM SCH K-1 226812 226812 LONG TERM CAP GAIN FROM SCH K-1 848014 848014 SECTION 1231 GAIN FROM SCH K-1 -7814 -7814 UBTI ON SCH K-1 LINES 1 & 2 -217700 -217700 ORDINARY BUSINESS INCOME - SCHEDULE K-1 -3 -3 Other Income - Sch K-1 5029 5029 Credit for Overpaid Federal Income Tax 156013 156013 Net Capital Gain - Direct 487589 Book Cost Adjustment to Unrealized Gain 122991 Deposits 6650 6650 Deferred Tax Liability 247000 27000 Payroll Liabilities 41111 -4234 Federal Excise Tax Payable 504357 43344 Due to Tenants 16210 36938 Vanguard / Ascensus Retirement Plan 2069 2069 Control Point Associates Architect 3950 3950 Seller + Drury Architect 56213 11453 44760 Other Other 180 180 Federal income tax 0 0 Payroll tax 94318 94318 UC Tax 6168 6168 Property 102218 37063 65155 Foreign Withholding 4506 4506