THE ROBERT J KAHN FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT J KAHN FOUNDATION (EIN 25-6667083)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-19
- IRS object ID
- 202211399349100011
- Schema version
- 2021v4.2
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-19T10:58:01-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | VOYNOW BAYARD WHYTE AND COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1210 NORTHBROOK DRIVE SUITE 140 | AddressLine1Txt |
| City | TREVOSE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19053 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 256667083 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT J KAHN TESTAMENTARY FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O MURRAY L BLACKMAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % THE ROBERT J KAHN TEST FOUND | InCareOfNm |
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2154967250 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1118 ST ANDREWS ROAD | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MURRAY BLACKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2154967250 | PhoneNum |
| Signature | 2022-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MURRAY | PersonFirstNm |
| Person Last | BLACKMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A KAPLAN CPA CPA | PreparerPersonNm |
| PTIN | P00370348 | PTIN |
| Phone | 2153558000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,862,355 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $229,586 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $229,586 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,177,844 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,665,484 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,177,844 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,407,430 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,407,430 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $112,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $112,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $10,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $23,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $23,000 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $34,017 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $34,017 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $179,767 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $179,767 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $630,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $630,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $809,767 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $179,767 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $630,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $597,663 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,227,663 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $342,245 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $57,507 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $57,507 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,091,229 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,973,630 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $13,804,848 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,433,474 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,031,137 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,862,355 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $122 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $122 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $122 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $122 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $9,433,352 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,031,015 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,433,352 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,031,015 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,433,474 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,031,137 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,433,352 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $597,663 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,031,015 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,031,015 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (43 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| VANGUARD EXPLORER 59.9228 | P | 2015-08-06 | 2021-01-22 | $7,659 | $5,526 | $2,133 | $2,133 |
| VANGUARD EXPLORER 518.041 | P | 2015-08-06 | 2021-01-22 | $66,211 | $47,774 | $18,437 | $18,437 |
| VANGUARD EXPLORER 89.778 | P | 2015-08-06 | 2021-01-22 | $11,475 | $7,577 | $3,898 | $3,898 |
| VANGUARD EXPLORER 17.0082 | P | 2015-08-06 | 2021-01-22 | $2,174 | $1,435 | $739 | $739 |
| VANGUARD EXPLORER 68.451 | P | 2015-08-06 | 2021-10-18 | $9,476 | $5,777 | $3,699 | $3,699 |
| VANGUARD ST INV GRADE 547.249 | P | 2015-08-06 | 2021-02-10 | $6,036 | $5,856 | $180 | $180 |
| VANGUARD ST INV GRADE 561.035 | P | 2015-08-06 | 2021-05-06 | $6,160 | $6,003 | $157 | $157 |
| VANGUARD ST INV GRADE 583.149 | P | 2015-08-06 | 2021-08-05 | $6,403 | $6,240 | $163 | $163 |
| VANGUARD ST INV GRADE 586.794 | P | 2015-08-06 | 2021-11-05 | $6,390 | $6,279 | $111 | $111 |
| VANGUARD STRATEGIC EQ 2080.38 | P | 2015-08-06 | 2021-01-22 | $80,885 | $30,602 | $50,283 | $50,283 |
| VANGUARD STRATEGIC EQ 1194.225 | P | 2015-08-06 | 2021-10-18 | $54,743 | $17,567 | $37,176 | $37,176 |
| VANGUARD ST MRKT INDX 1155.002 | P | 2015-08-06 | 2021-01-22 | $112,948 | $29,164 | $83,784 | $83,784 |
| VANGUARD ST MRKT INDX 2385.901 | P | 2015-08-06 | 2021-01-22 | $233,317 | $60,244 | $173,073 | $173,073 |
| VANGUARD ST MRKT INDX 129.731 | P | 2015-08-06 | 2021-01-22 | $12,686 | $2,861 | $9,825 | $9,825 |
| VANGUARD ST MRKT INDX 2431.309 | P | 2015-08-06 | 2021-10-18 | $274,033 | $53,610 | $220,423 | $220,423 |
| VANGUARD US GROWTH 104.737 | P | 2015-08-06 | 2021-01-22 | $18,515 | $4,833 | $13,682 | $13,682 |
| VANGUARD US GROWTH 697.761 | P | 2015-08-06 | 2021-01-22 | $123,350 | $32,195 | $91,155 | $91,155 |
| VANGUARD US GROWTH 138.214 | P | 2015-08-06 | 2021-10-18 | $27,173 | $6,377 | $20,796 | $20,796 |
| VANGUARD WINDSOR II 1298.669 | P | 2015-08-06 | 2021-01-22 | $92,309 | $60,869 | $31,440 | $31,440 |
| VANGUARD WINDSOR II 478.672 | P | 2015-08-06 | 2021-01-22 | $34,024 | $22,435 | $11,589 | $11,589 |
| VANGUARD WINDSOR II 1587.721 | P | 2015-08-06 | 2021-10-18 | $134,575 | $74,416 | $60,159 | $60,159 |
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 | |||||
| CAPITAL GAIN DIVIDENDS | P | $344,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,177,844 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,065 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $17,065 | SubtotalAmt |
| Tax Based On Investment Income | $17,065 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,561 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $22,504 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $37,065 | TotalPaymentsAndCreditsAmt |
| Overpayment | $20,000 | OverpaymentAmt |
| Applied To ES Tax | $20,000 | 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 | PA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT J KAHN TEST FOUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2156654648 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LIBERTY PLACE 1650 MARKET ST SU | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| 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 |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MURRAY I BLACKMAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1118 ST ANDREWS ROAD | AddressLine1Txt |
| City | BRYN MAWR | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19010 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | TRUSTEE/VARIES | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $112,000 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $13,633,065 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $266,030 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,899,095 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,899,095 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $208,486 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,690,609 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $684,530 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $684,530 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,065 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,065 | TotalTaxAmt |
| Distributable Before Adj | $667,465 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $667,465 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $667,465 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $630,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $630,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $667,465 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $146,592 | UndistributedIncomePYAmt |
| Prior Year1 | 2019 | PriorYear1Yr |
| Prior Year2 | 2018 | PriorYear2Yr |
| Prior Year3 | 2017 | PriorYear3Yr |
| Total For Prior Years | $1,627 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $630,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $146,592 | AppliedToYear1Amt |
| Applied To Current Year | $483,408 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $1,627 | PriorYearUndistributedIncmAmt |
| Taxable1 | $1,627 | Taxable1Amt |
| Undistributed Income CY | $184,057 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| UNIVERSITY OF PENNSYLVANIA SCHEIE EYE INSTITUTE | ||||||
| 21 N 39TH STREET | PHILADELPHIA | PA | 19104 | CHARITABLE ACTIVITIES | $35,000 | |
| UNIVERSITY OF PENNSYLVANIA (DR C MILLER) | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | CHARITABLE ACTIVITIES | $30,000 | |
| THE SONDER PROJECT | ||||||
| 790 N COUNTY HIGHWAY UNIT 3B | SANTA ROSA BEACH | FL | 32459 | CHARITABLE ACTIVITIES | $10,000 | |
| NYU LANGONE MEDICAL CENTER OFFICE OF DEVELOPMENT | ||||||
| ONE PARK AVENUE FLOOR 5 | NEW YORK | NY | 10016 | CHARITABLE ACTIVITIES | $40,000 | |
| TRUSTEES OF UNI OF PENNSYLVANIA HEALTH SYSTEM | ||||||
| 421 CURRIE BLVD RM 812 | PHILADELPHIA | PA | 19104 | CHARITABLE ACTIVITIES | $200,000 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||
| 335 GEORGE STREET SUITE 4000 | NEW BRUNSWICK | NJ | 08901 | CHARITABLE ACTIVITIES | $20,000 | |
| BRYN MAWR HOSPITAL | ||||||
| 130 S BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | CHARITABLE ACTIVITIES | $25,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION (PEDIATRIC UROL | ||||||
| 1685 HIGHLAND AVENUE 3RD FL MFCB 32 | MADISON | WI | 537262281 | CHARITABLE ACTIVITIES | $25,000 | |
| TRUSTEES OF THE UNI OF PENNSYLVANIA PENN MEDICINE | ||||||
| 3737 MARKET STREET SUITE 801 | Philadelphia | PA | 19104 | CHARITABLE ACTIVITIES | $50,000 | |
| PERELMAN CENTER FOR ADVANCED MEDICINE | ||||||
| 3400 CIVIC CENTER BLVD 6TH FL SOU | PHILADELPHIA | PA | 191042686 | CHARITABLE ACTIVITIES | $150,000 | ROOM 631 |
| JEFFERSON MEDICAL COLLEGE | ||||||
| 1025 WALNUT STREET ROOM 108B | PHILADELPHIA | PA | 19107 | CHARITABLE ACTIVITIES | $35,000 | |
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 503 WOODCREST ROAD | HUNTINGDON VALLEY | PA | 19006 | CHARITABLE ACTIVITIES | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $630,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $229,586 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Income | OtherInvestmentIncomeGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,177,844 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,407,430 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,407,430 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $10,750 | Amt |
| Net Investment Income | $10,750 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PART XIII, LINE 4B COL B | IdentifierTxt |
| Form And Line Reference | PART XIII, LINE 4B COL B | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION ELECTED DURING 2019 TO ALLOCATED CURRENT YEAR DISTRIBUTABLE TO PRIOR YEAR UNDISTRIBUTED INCOME IN THE AMOUNT OF $1,627 UNDER IRC SECTION 4942(H)(2) IS MAKING AN ELECTION UNDER SECTION 4942(H)(2) | MediumExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| VANGUARD US GROWTH FUND | AT COST | $645,309 | $1,218,384 |
| WINDSOR II FUND ADM | AT COST | $943,543 | $1,289,321 |
| VAN TOTAL STOCK MARKET IDX | AT COST | $1,119,281 | $3,713,023 |
| VANGUARD EXPLORER FUND | AT COST | $392,839 | $530,809 |
| VANGUARD STRATEGIC EQUITY FUND | AT COST | $392,214 | $547,390 |
| VAN INT-TERM INV GRADE FUND | AT COST | $1,290,272 | $1,309,303 |
| VAN ST INV GRADE ADMIRAL FUND | AT COST | $1,937,583 | $1,943,705 |
| VAN ST TREASURY FUND | AT COST | $1,962,280 | $1,958,480 |
| VAN INTER TERM TREASURY FUND | AT COST | $1,290,309 | $1,294,433 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT BROKER FEE | $24,989 | $24,989 |
| ADMINISTRATIVE EXPENSES | $9,028 | $9,028 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN PARTNERSHIP | Desc |
| BOY Book Value | $122 | BOYBookValueAmt |
| EOY Book Value | $122 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $23,000 | Amt |
| Net Investment Income | $23,000 | NetInvestmentIncomeAmt |
Comments