SAMUEL P MANDELL FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL P MANDELL FOUNDATION (EIN 23-6274709)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202333199349102408
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T09:51:08-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236274709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SP MANDELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 2159793400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JOHN F KENNEDY BLVD 404 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORTON MANDELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2159793400 | PhoneNum |
| Signature | 2023-11-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MORTON | PersonFirstNm |
| Person Last | MANDELL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE-LYN MARSHALL | PreparerPersonNm |
| PTIN | P01234235 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2023-11-09 | 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 | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,958,239 | 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 | $160 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $498,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $498,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $286,835 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,735,505 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $286,835 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $185,997 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,126 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $971,724 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $789,853 | 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 | $29,686 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $20,780 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,969 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $88,737 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $88,737 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $55,818 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $182,400 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $91,200 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $91,200 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $25,930 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18,080 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $953 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $382,571 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $218,797 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $95,122 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,496,097 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,476,097 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,878,668 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $218,797 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,571,219 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$906,944 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $571,056 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $137,668 | CashBOYAmt |
| Cash EOY | $104,563 | CashEOYAmt |
| Cash EOYFMV | $104,563 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,365,712 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,263,144 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,263,144 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $855,421 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,135,629 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,135,629 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $16,792,997 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,039,858 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,039,858 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $79,900 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $805,341 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $805,341 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,704,740 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,609,704 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,609,704 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $207 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $24,936,645 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,958,239 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,958,239 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $24,936,645 | CapitalStockBOYAmt |
| Capital Stock EOY | $21,958,239 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $24,936,645 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,958,239 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $24,936,645 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,958,239 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $24,936,645 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$906,944 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $24,029,701 | SubtotalAmt |
| Other Decreases | $2,071,462 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,958,239 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| STATE OF ISRAEL BONDS | P | $14,241 | $13,600 | $641 | $641 |
| PUBLICLY TRADED SECURITIES | $3,762,397 | $3,355,222 | $407,175 | $407,175 | |
| US TREASURY BILLS | $1,950,000 | $1,945,852 | $4,148 | $4,148 | |
| PARTNERSHIP INTEREST | P | $133,996 | -$133,996 | -$133,996 | |
| CAPITAL GAINS DIVIDENDS | P | $8,867 | $8,867 | $8,867 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $286,835 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $7,938 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $7,938 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $7,938 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $32,841 | 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 | $32,841 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $24,903 | OverpaymentAmt |
| Applied To ES Tax | $24,903 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | MORTON MANDELL TRUSTEE | IndividualWithBooksNm |
| Phone | 2159793400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JOHN F KENNEDY BLVD STE 404 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| MORTON MANDELL | ||||||||
| 3779 COVENTRY LANE | BOCA RATON | FL | 33496 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GERALD MANDELL | ||||||||
| 4625 N BORGATELLO LANE | PHOENIX | AZ | 85018 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH MANDELL | ||||||||
| 2355 NW 53RD STREET | BOCA RATON | FL | 33496 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MIRIAM MANDELL | ||||||||
| 237 S 18TH STREET | PHILADELPHIA | PA | 19103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBIN S GREEN | ||||||||
| 9608 KOUPLEA DRIVE | RALEIGH | NC | 27615 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 1104 SERVICES CORP | |||||
| 1800 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19103 | ADMINISTRATIVE, BOOKKEEPING & OFFICE | $182,400 |
| UBS FINANCIAL SERVICES INC | |||||
| 1735 MARKET STREET 35TH FLOOR | PHILADELPHIA | PA | 19103 | INVESTMENT SERVICES | $88,737 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $21,997,342 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $921,856 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $144,543 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,063,741 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,063,741 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $345,956 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,717,785 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,135,889 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,135,889 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $7,938 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $44,123 | IncomeTaxAmt |
| Total Tax | $52,061 | TotalTaxAmt |
| Distributable Before Adj | $1,083,828 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,083,828 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,083,828 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,571,219 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,571,219 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,083,828 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $368,312 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $885,431 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,007,619 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $689,430 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $442,292 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,393,084 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,571,219 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,083,828 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $487,391 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,880,475 | 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 | $368,312 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,512,163 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $885,431 | ExcessFromYear4Amt |
| Excess From Year3 | $1,007,619 | ExcessFromYear3Amt |
| Excess From Year2 | $689,430 | ExcessFromYear2Amt |
| Excess From Year1 | $442,292 | ExcessFromYear1Amt |
| Excess From Current Year | $487,391 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MORTON MANDELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JOHN F KENNEDY BLVD STE 404 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2159793400 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOUNDATION MAKES GRANTS TO PUBLIC CHARITIES. NO GRANTS ARE MADE TO PRIVATE OR OPERATING FOUNDATIONS OR TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVAILABLE UPON REQUEST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $1,496,097 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,496,097 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AVAILABLE UPON REQUEST | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $897,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $897,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $160 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $498,732 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900001 | BusinessCd |
| Unrelated Business Taxbl Incm | $185,997 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $286,835 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $185,997 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $785,727 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $971,724 | 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 | $29,686 | Amt |
| Net Investment Income | $20,780 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $2,969 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERISOURCE BERGERN CORP | $41,646 | $41,646 |
| STATE OF ISRAEL BOND | $73,800 | $73,800 |
| WASTE MGMT INC | $99,017 | $99,017 |
| AUTOZONE INC. | $98,810 | $98,810 |
| NEXERA ENERGY CAPITAL | $98,721 | $98,721 |
| ABBOTT LABS | $98,935 | $98,935 |
| QUEST DIAGNOSTICS | $99,076 | $99,076 |
| MCDONALDS CORP | $99,623 | $99,623 |
| ABBVIE, INC | $95,713 | $95,713 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (24 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABS | $548,950 | $548,950 |
| JP MORGAN CHASE & CO | $402,300 | $402,300 |
| MCDONALDS CORP | $658,825 | $658,825 |
| MERCK & CO | $776,650 | $776,650 |
| METLIFE | $542,775 | $542,775 |
| RAYTHEON TECHNOLOGIES CORP | $807,360 | $807,360 |
| UNITED PARCEL SERVICE INC | $486,752 | $486,752 |
| WALT DISNEY CO (HOLDING CO) | $260,640 | $260,640 |
| WASTE MGMT INC NEW | $627,520 | $627,520 |
| WP CAREY INC REIT | $683,813 | $683,813 |
| ORACLE CORP | $183,915 | $183,915 |
| SYSCO CORP | $428,120 | $428,120 |
| ILLINOIS TOOL WORKS INC | $374,510 | $374,510 |
| ABBVIE, INC | $711,084 | $711,084 |
| CVS CAREMARK CORP | $745,520 | $745,520 |
| ALPHABET, INC | $709,840 | $709,840 |
| AMAZON.COM INC | $210,000 | $210,000 |
| CISCO SYSTEMS INC | $762,240 | $762,240 |
| BRISTOL MYERS SQUIBB | $719,500 | $719,500 |
| AMERICAN REALTY TRUST REIT | $455,760 | $455,760 |
| HOMEBANCSHARES (FORMERLY STONEGATE BANK) | $284,715 | $284,715 |
| AIR PROD & CHEMICAL INC. | $262,021 | $262,021 |
| ARCHER DANIELS MIDLAND CO | $649,950 | $649,950 |
| APPLE, INC | $747,098 | $747,098 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,035,331 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,035,331 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $100,298 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $100,298 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (10 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD SHORT TERM BOND FUND | FMV | $292,086 | $292,086 |
| VANGUARD SHORT TERM CORPORATE BOND FUND | FMV | $680,470 | $680,470 |
| VANGUARD SHORT TERM TREASURY FUND | FMV | $693,840 | $693,840 |
| VANGUARD TOTAL INTL STOCK INDEX FUND | FMV | $775,800 | $775,800 |
| VANGUARD SHORT TERM INFLATION PROTECTED SEC INDEX FUND | FMV | $280,260 | $280,260 |
| SPDR S&P INTL DIVID ETF | FMV | $646,400 | $646,400 |
| QUAKER BIOVENTURES II LP | FMV | $5,731 | $5,731 |
| MAGELLAN MIDSTREAM PARTNERSHIP LP | FMV | $1,255,250 | $1,255,250 |
| LLR EQUITY PARTNERS III LP | FMV | $15,067 | $15,067 |
| ENTERPRISE PRODUCTS PARTNERS LP | FMV | $964,800 | $964,800 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE - STATE OF ISRAEL | Desc |
| BOY Book Value | $207 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS ON INVESTMENTS | Desc |
| Amt | $2,071,462 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSES | $4,418 | $2,952 | $953 |
| INSURANCE EXPENSE | $6,384 | $0 | $0 |
| ACCRUED INTEREST PAID ON SECURITIES | $15,128 | $15,128 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $185,997 | $185,997 | $185,997 |
| PARTNERSHIP INCOME SUBJECT TO UNRELATED BUSINESS INCOME | $0 | -$181,871 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $88,737 | Amt |
| Net Investment Income | $88,737 | 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 EXPENSE | $25,000 | $0 | $0 |
| FEDERAL UBI TAX EXPENSE | $30,818 | $0 | $0 |
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