STELLA S JONES FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- STELLA S JONES FOUNDATION (EIN 81-2487069)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-04-06
- IRS object ID
- 202220969349100747
- 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
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-04-06T17:00:54-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | 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 | 812487069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STELLA S JONES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | STEL | BusinessNameControlTxt |
| Phone | 2672751460 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3503 RUNNYMEADE DRIVE | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JEROME BOSCIA | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2672751460 | PhoneNum |
| Signature | 2022-03-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JEROME | PersonFirstNm |
| Person Last | BOSCIA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CONNIE M LIRA | PreparerPersonNm |
| PTIN | P00481097 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2022-03-31 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $27,585,817 | 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 | $60 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $60 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $530,800 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $530,800 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $718,063 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,530,662 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $718,063 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,248,923 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,248,923 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $50,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $50,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,173 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,173 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $234,966 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $211,469 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $23,497 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,907 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $12 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,895 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $305,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $211,481 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $79,565 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $948,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $948,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,253,046 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $211,481 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,027,565 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,123 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,037,442 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $527,827 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $591,861 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $591,861 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,624,445 | CorporateStockBOYAmt |
| Corporate Stock EOY | $26,993,956 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $26,993,956 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $23,152,272 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,585,817 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $27,585,817 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $23,152,272 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $27,585,817 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $23,152,272 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $27,585,817 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $23,152,272 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $27,585,817 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $23,152,272 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,123 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,437,668 | OtherIncreasesAmt |
| Subtotal | $27,585,817 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $27,585,817 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $2,530,662 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,812,599 | CostOrOtherBasisAmt |
| Gain Or Loss | $718,063 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $718,063 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $718,063 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,420 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,420 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,420 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $14,173 | 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 | $14,173 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $247 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME A BOSCIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2672751460 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3503 RUNNYMEADE DRIVE | AddressLine1Txt |
| City | NEWTOWN SQUARE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19073 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| JEROME A BOSCIA | ||||||||
| 3503 RUNNYMEADE DRIVE | NEWTOWN SQUARE | PA | 19073 | PRESIDENT/DIRECTOR | 1.50 | $25,000 | $0 | $0 |
| MICHELE BOSCIA | ||||||||
| 3503 RUNNYMEADE DRIVE | NEWTOWN SQUARE | PA | 19073 | SECRETARY/TREASURER/DIRECTOR | 1.50 | $25,000 | $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 |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | |||||
| 5820 CANOGA AVENUE SUITE 100 | WOODLAND HILLS | CA | 91367 | INVESTMENT MANAGEMENT/ADVISORY | $132,539 |
| ROYAL ALLIANCE ASSOCIATES INC | |||||
| 10 EXCHANGE PLACE SUITE 1410 | JERSEY CITY | NJ | 07302 | INVESTMENT MANAGEMENT/ADVISORY | $102,427 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $24,405,172 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $741,762 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,146,934 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $25,146,934 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $377,204 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $24,769,730 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,238,487 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,238,487 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,420 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,420 | TotalTaxAmt |
| Distributable Before Adj | $1,224,067 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,224,067 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,224,067 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,027,565 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,027,565 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,224,067 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,010,357 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,027,565 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,010,357 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $17,208 | 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 | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,206,859 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| AT THE CROSSROADS | ||||||
| 167 JESSIE STREET | SAN FRANCISCO | CA | 94105 | PC | ENTITY SUPPORT | $25,000 |
| BARUCH S BLUMBERG INSTITUTE | ||||||
| 3805 OLD EASTON ROAD | DOYLESTOWN | PA | 18902 | PC | TO SUPPORT THE WORK OF DRS. JU-TAU GUO & TIMOTHY BLOCK FOR HEPATITIS B RESEARCH | $100,000 |
| FACES SF | ||||||
| 1101 MASONIC AVENUE | SAN FRANCISCO | CA | 94117 | PC | ENTITY SUPPORT | $25,000 |
| HOLY FAMILY DAY HOME | ||||||
| 299 DOLORES STREET | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $25,000 |
| HOMELESS PRENATAL PROGRAM | ||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | PC | ENTITY SUPPORT | $30,000 |
| HORIZONS AT SAN FRANCISCO | ||||||
| 250 VALENCIA STREET | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $15,000 |
| I HAVE A DREAM FDN LA | ||||||
| 3580 WILSHIRE BLVD SUITE 720 | LOS ANGELES | CA | 90010 | PC | ENTITY SUPPORT | $15,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE WORK OF DR. GERALD GRANT FOR TRANSLATIONAL RESEARCH OF THE BLOOD BRAIN BARRIER | $50,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE WORK OF DR. MICHELLE MONJE FOR ASSESSING THE CD2-CD58 AXIS AS A POTENT REGULATOR OF CAR T CELL ACTIVITY IN ADOPTIVE CELLULAR IMMUNOTHERAPY | $143,000 |
| MIGHTY WRITERS | ||||||
| 1501 CHRISTIAN STREET | PHILADELPHIA | PA | 19146 | PC | ENTITY SUPPORT | $10,000 |
| READING PARTNERS | ||||||
| 638 3RD STREET | OAKLAND | CA | 94607 | PC | ENTITY SUPPORT | $15,000 |
| SMART | ||||||
| 1061 MARKET STREET MEZZANINE | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $70,000 |
| STANFORD UNIVERSITY | ||||||
| PO BOX 20466 | STANFORD | CA | 94309 | PC | TO SUPPORT THE WORK OF DR. STEVEN ARTANDI FOR PANCREATIC CANCER RESEARCH | $150,000 |
| SWORDS TO PLOWSHARES | ||||||
| 401 VAN NESS AVENUE SUITE 313 | SAN FRANCISCO | CA | 94102 | PC | ENTITY SUPPORT | $30,000 |
| THE MISSION CONTINUES | ||||||
| PO BOX 776792 | CHICAGO | IL | 60677 | PC | ENTITY SUPPORT | $25,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. KIM REISS BINDER FOR DNA REPAIR DEFICIENT PANCREATIC CANCER RESEARCH | $150,000 |
| VETERANS YOGA PROJECT | ||||||
| PO BOX 6472 | ALAMEDA | CA | 94501 | PC | ENTITY SUPPORT | $10,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. BRYSON KATONA FOR PANCREATIC CANCER EARLY DETECTION RESEARCH | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $948,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | TO SUPPORT THE WORK OF DR. GERALD GRANT FOR TRANSLATIONAL RESEARCH OF THE BLOOD BRAIN BARRIER | $50,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. KIM REISS BINDER FOR DNA REPAIR DEFICIENT PANCREATIC CANCER RESEARCH | $300,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | TO SUPPORT THE WORK OF DR. BRYSON KATONA FOR PANCREATIC CANCER EARLY DETECTION RESEARCH | $240,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $590,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $60 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $530,800 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $718,063 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,248,923 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,248,923 | 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 | $4,173 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,173 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (65 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES, 3,810 SH | $536,219 | $536,219 |
| ACCENTURE PLC, 401 SH | $166,235 | $166,235 |
| AMERICAN ELECTRIC POWER INC, 2,902 SH | $258,191 | $258,191 |
| AMERICAN TOWER CORPORATION, 482 SH | $140,985 | $140,985 |
| AMGEN INC, 2,430 SH | $546,677 | $546,677 |
| ANTHEM INC, 644 SH | $298,520 | $298,520 |
| APPLE INC, 4,920 SH | $873,644 | $873,644 |
| AUTOMATIC DATA PROCESSING INC, 3,608 SH | $889,661 | $889,661 |
| BANK OF NEW YORK MELLON, 6,418 SH | $372,757 | $372,757 |
| BLACKROCK INC, 224 SH | $205,085 | $205,085 |
| BROADCOM INC, 475 SH | $316,070 | $316,070 |
| BROADRIDGE FINANCIAL SOLUTION INC, 1,532 SH | $280,080 | $280,080 |
| CHEVRON CORP, 3,857 SH | $452,619 | $452,619 |
| CISCO SYSTEMS INC, 5,809 SH | $368,116 | $368,116 |
| CMS ENERGY CORP, 2,809 SH | $182,725 | $182,725 |
| COMCAST CORP, 10,438 SH | $525,345 | $525,345 |
| DOLLAR GENERAL CORP, 985 SH | $232,293 | $232,293 |
| DOVER CORP, 2,126 SH | $386,082 | $386,082 |
| EQUINEX INC, 205 SH | $173,397 | $173,397 |
| GENERAL DYNAMICS CORP, 2,595 SH | $540,980 | $540,980 |
| GENUINE PARTS CO COM, 2,330 SH | $326,666 | $326,666 |
| GILEAD SCIENCES INC, 3,551 SH | $257,838 | $257,838 |
| GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS, 58,455.776 SH | $58,508 | $58,508 |
| HOME DEPOT INC, 2,850 SH | $1,182,779 | $1,182,779 |
| HONEYWELL INTL INC, 1,327 SH | $276,693 | $276,693 |
| ILLINOIS TOOL WORKS INC, 1,723 SH | $425,236 | $425,236 |
| INTERNATIONAL BUSINESS MACHINE CORP, 1,193 SH | $159,456 | $159,456 |
| INTUIT INC, 687 SH | $441,892 | $441,892 |
| JOHNSON & JOHNSON, 5,107 SH | $873,654 | $873,654 |
| JP MORGAN CHASE & CO, 4,714 SH | $746,462 | $746,462 |
| KEYCORP, 7,738 SH | $178,980 | $178,980 |
| KIMBERLY-CLARK CORP, 1,431 SH | $204,519 | $204,519 |
| LINDE PLC, 856 SH | $296,544 | $296,544 |
| LOCKHEED MARTIN CORP, 1,194 SH | $424,360 | $424,360 |
| M&T BANK CORP, 897 SH | $137,761 | $137,761 |
| MARSH & MCLENNAN COS, 2,044 SH | $355,288 | $355,288 |
| MCDONALDS CORP, 3,241 SH | $868,815 | $868,815 |
| MEDTRONIC PLC, 3,104 SH | $321,109 | $321,109 |
| MERCK & CO INC, 4,922 SH | $377,222 | $377,222 |
| MICROSOFT CORP, 5,898 SH | $1,983,615 | $1,983,615 |
| MONDELEZ INTL INC, 5,718 SH | $379,161 | $379,161 |
| MORGAN STANLEY, 1,954 SH | $191,805 | $191,805 |
| NEXTERA ENERGY INC, 8,413 SH | $785,437 | $785,437 |
| NIKE INC, 2,191 SH | $365,174 | $365,174 |
| NORTHROP GRUMMAN CORP, 481 SH | $186,181 | $186,181 |
| PEOPLE'S UNITED FINANCIAL, 9,342 SH | $166,474 | $166,474 |
| PEPSICO INC, 3,743 SH | $650,197 | $650,197 |
| PHILLIPS 66, 3,998 SH | $289,695 | $289,695 |
| PROCTER & GAMBLE, 4,468 SH | $730,875 | $730,875 |
| SHERWIN WILLIAMS CO, 696 SH | $245,103 | $245,103 |
| STANLEY BLACK & DECKER INC, 1,419 SH | $267,652 | $267,652 |
| STARBUCKS CORP, 3,435 SH | $401,792 | $401,792 |
| STATE STREET CORP, 1,511 SH | $140,523 | $140,523 |
| TARGET CORP, 3,494 SH | $808,651 | $808,651 |
| TRUIST FINL CORP, 5,078 SH | $297,317 | $297,317 |
| UNION PACIFIC CORP, 1,362 SH | $343,129 | $343,129 |
| UNITEDHEALTH GROUP, 810 SH | $406,733 | $406,733 |
| UNITED PARCEL SERVICE, 1,932 SH | $414,105 | $414,105 |
| US BANCORP, 4,705 SH | $264,280 | $264,280 |
| VERIZON COMMUNICATIONS, 9,456 SH | $491,334 | $491,334 |
| VF CORP, 2,864 SH | $209,702 | $209,702 |
| VISA INC, 2,331 SH | $505,151 | $505,151 |
| WALGREENS BOOTS ALLIANCE INC, 3,704 SH | $193,201 | $193,201 |
| WASTE MGMT INC DEL, 2,383 SH | $397,723 | $397,723 |
| XCEL ENERGY INC, 3,242 SH | $219,483 | $219,483 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $30 | $0 | $30 |
| INSURANCE | $1,865 | $0 | $1,865 |
| ADR FEES | $12 | $12 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,437,668 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $234,966 | Amt |
| Net Investment Income | $211,469 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $23,497 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX | CategoryTxt |
| Amt | $14,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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