THE ROBERT AND JANE TOLL FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT AND JANE TOLL FOUNDATION (EIN 23-2654322)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-14
- IRS object ID
- 202223189349103327
- 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
- Schedule B
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-14T12:02:59-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 871353108 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EISNER ADVISORY GROUP LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 733 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172703 | 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 | 232654322 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT AND JANE TOLL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2159388000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO COZEN 1650 MARKET STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANE TOLL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2159388000 | PhoneNum |
| Signature | 2022-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANE | PersonFirstNm |
| Person Last | TOLL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | THOMAS EARLEY | PreparerPersonNm |
| PTIN | P00142993 | PTIN |
| Phone | 2129498700 | PhoneNum |
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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $71,935,374 | 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 | $57,155,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $471 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $471 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $301,315 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $301,315 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,192,379 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $70,003,558 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $68,679,778 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $91,873 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $68,131 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $68,741,038 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $69,049,695 | 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 |
| Other Prof Fees Rev And Expnss | $9,741 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $9,741 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,705 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $367 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $15,446 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,108 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,748,955 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,748,955 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,764,401 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,108 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,748,955 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $66,976,637 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $69,039,587 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1,000 | CashBOYAmt |
| Sav And Temp Cash Invst BOY | $598,985 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,049,310 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,049,310 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,026 | AcctRcvblAmt |
| Acct Rcvbl BOY | $95 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,026 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,026 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $2,603,914 | CorporateStockBOYAmt |
| Corporate Stock EOY | $69,044,742 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $69,785,929 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $860,826 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $944,379 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,099,109 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,062,820 | TotalAssetsBOYAmt |
| Total Assets EOY | $71,039,457 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $71,935,374 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,062,820 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $71,039,457 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,062,820 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $71,039,457 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,062,820 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $71,039,457 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,062,820 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $66,976,637 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $71,039,457 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $71,039,457 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTION - BNY MELLON | P | 2020-01-01 | 2021-12-31 | $2,648 | $2,648 | $2,648 | |
| CAPITAL GAIN DISTRIBUTION - CORDATUS | P | 2020-01-01 | 2021-12-31 | $132,552 | $132,552 | $132,552 | |
| CAPITAL GAIN DISTRIBUTION - PNC BANK | P | 2020-01-01 | 2021-12-31 | $12,969 | $12,969 | $12,969 | |
| STOCK (SHORT TERM) - CORDATUS | P | 2021-09-29 | 2021-10-26 | $1,000,000 | -$40 | -$40 | $1,000,040 |
| STOCK (LONG-TERM) - CORDATUS | P | 2016-09-26 | 2021-03-05 | $500,045 | $184,733 | $184,733 | $315,312 |
| STOCK (LONG-TERM) - TOLL BROTHERS 6940 SHARES | D | 2020-10-31 | 2021-12-23 | $488,776 | $488,718 | $488,718 | $58 |
| STOCK (LONG-TERM)- TOLL BROTHERS 1,000,000 SHARES | D | 2020-01-01 | 2021-12-31 | $67,866,568 | $67,858,198 | $67,858,198 | $8,370 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $68,679,778 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $959,650 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $959,650 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $959,650 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $953,464 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $157,687 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $1,111,151 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2 | EsPenaltyAmt |
| Overpayment | $151,499 | OverpaymentAmt |
| Applied To ES Tax | $151,499 | 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 | STEPHEN C FITZGERALD MS CPA | IndividualWithBooksNm |
| Phone | 2159388166 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O COZEN 1650 MARKET STREET | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT I TOLL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 BAY AVENUE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | PRESIDENT | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 2.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $30,177,072 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,674,515 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $32,851,587 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $32,851,587 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $492,774 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $32,358,813 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,617,941 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,617,941 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $959,650 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,726 | IncomeTaxAmt |
| Total Tax | $962,376 | TotalTaxAmt |
| Distributable Before Adj | $655,565 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $1,000 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $656,565 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $656,565 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,748,955 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,748,955 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $656,565 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,010,494 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,122,364 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,412,571 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,944,347 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $403,156 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $5,892,932 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,748,955 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $656,565 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,092,390 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,985,322 | 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 | $1,010,494 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $5,974,828 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,122,364 | ExcessFromYear4Amt |
| Excess From Year3 | $1,412,571 | ExcessFromYear3Amt |
| Excess From Year2 | $1,944,347 | ExcessFromYear2Amt |
| Excess From Year1 | $403,156 | ExcessFromYear1Amt |
| Excess From Current Year | $1,092,390 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT I TOLL | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (41 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AGAHOZO SHALOM YOUTH VILLAGE | ||||||||
| 620 EIGHTH AVENUE 19TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| ALLMEP (ALLIANCE FOR MIDDLE EAST PEACE) | ||||||||
| 1725 I STREET NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BAM (BROOKLYN ACADEMY OF MUSIC) | ||||||||
| 30 LAFAYETTE AVENUE | BROOKLYN | NY | 112171486 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| BARD COLLEGE | ||||||||
| PO BOX 5000 | ANNANDALEONHUDSON | NY | 125045000 | NONE | PC | GENERAL SUPPORT | $47,500 | |
| BAS BLUE THEATRE | ||||||||
| 401 PINE STREET | FORT COLLINS | CO | 80524 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| BOCA RIO FOUNDATION INC | ||||||||
| 22041 BOCA RIO ROAD | BOCA RATON | FL | 33433 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| BUCKS COUNTY CENTER FOR PERFORMING ARTS | ||||||||
| PO BOX 199 | CARVERSVILLE | PA | 18913 | NONE | PC | GENERAL SUPPORT | $500 | |
| CARNEGIE HALL | ||||||||
| 881 SEVENTH AVENUE | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| CUNY (CITY UNIVERSITY OF NEW YORK) - CARA (COLLEGE ACCESS RESEARCH & ACTIO | ||||||||
| 25 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $30,000 | |
| CUNY (CITY UNIVERSITY OF NEW YORK) - SLU FOUNDATION | ||||||||
| 25 WEST 43RD STREET | NEW YORK | NY | 10036 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| DELRIDGE NEIGHBORHOOD | ||||||||
| 4408 DELRIDGE WAY SW | SEATTLE | WA | 98106 | NONE | PC | GENERAL SUPPORT | $2,000 | |
| DOLPHIN CANCER CHALLENGE | ||||||||
| 347 DON SHULA DRIVE | MIAMI GARDENS | FL | 33056 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| EDUCATION LAW CENTER | ||||||||
| 60 PARK PLACE SUITE 300 | NEWARK | NJ | 07102 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| FARM SHARE | ||||||||
| 14125 SW 320TH STREET | HOMESTEAD | FL | 33033 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| FOX CHASE CANCER CENTER | ||||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| JULLIARD SCHOOL | ||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| KING'S ACADEMY | ||||||||
| 245 PARK AVENUE 39TH FLOOR SUITE 70 | NEW YORK | NY | 10167 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| MADISON SQUARE PARK CONSERVANCY | ||||||||
| 11 MADISON AVENUE 15TH FLOORD | NEW YORK | NY | 10010 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| MIAMI FOUNDATION | ||||||||
| 40 NW 3RD STREET SUITE 305 | MIAMI | FL | 331281838 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| NEW WORLD SYMPHONY | ||||||||
| 500 17TH STREET | MIAMI BEACH | FL | 33139 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| NEW YORK STEM CELL FOUNDATION | ||||||||
| 619 WEST 54TH STREET | NEW YORK | NY | 10019 | NONE | PC | GENERAL SUPPORT | $10,000 | |
| NY THEATRE WORKSHOP | ||||||||
| 79 EAST 4TH STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| NYC HEMOPHILIA CHAPTER | ||||||||
| 500 7TH AVENUE MAILROOM 8A | NEW YORK | NY | 10018 | NONE | PC | GENERAL SUPPORT | $2,500 | |
| PARK AVENUE ARMORY | ||||||||
| 643 PARK AVENUE | NEW YORK | NY | 10065 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| PARK AVE SYNAGOGUE | ||||||||
| 50 EAST 87TH STREET | NEW YORK | NY | 10128 | NONE | PC | GENERAL SUPPORT | $8,423 | |
| PHYSICIANS FOR REPRODUCTIVE HEALTH | ||||||||
| 1430 BROADWAY SUITE 1614 | NEW YORK | NY | 100183356 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| PLANNED PARENTHOOD | ||||||||
| 2300 N FLORIDA MANGO ROAD | WEST PALM BEACH | FL | 33409 | NONE | PC | GENERAL SUPPORT | $25,000 | |
| PROSTATE CANCER FOUNDATION | ||||||||
| 1250 FOURTH STREET | SANTA MONICA | CA | 90401 | NONE | PC | GENERAL SUPPORT | $40,000 | |
| ROBIN HOOD | ||||||||
| 826 BROADWAY 9TH FLOOR | NEW YORK | NY | 10003 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| SEARCH FOR COMMON GROUND | ||||||||
| 1730 RHODE ISLAND AVENUE NW SUITE | WASHINGTON | DC | 20036 | NONE | PC | GENERAL SUPPORT | $100,000 | 1101 |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE SUITE 1201 | NEW YORK | NY | 10017 | NONE | PC | GENERAL SUPPORT | $621,807 | |
| SOLEBURY TWP POLICE BENEVOLENCE ASSOC | ||||||||
| PO BOX 339 | SOLEBURY | PA | 189630339 | NONE | PC | GENERAL SUPPORT | $500 | |
| SPARKY LATINA | ||||||||
| 220 E COLORADO AVENUE SUITE 106 PO | TELLURIDE | CO | 81435 | NONE | PC | GENERAL SUPPORT | $10,000 | BOX 4222 |
| STOP PD (PARKINSON'S DISEASE) | ||||||||
| 28-10 JACKSON AVENUE SUITE 4V | LONG ISLAND CITY | NY | 11101 | NONE | PC | GENERAL SUPPORT | $1,000 | |
| TEMPLE BETH SHOLOM | ||||||||
| 4144 CHASE AVENUE | MIAMI BEACH | FL | 331403431 | NONE | PC | GENERAL SUPPORT | $30,725 | |
| THE METROPOLITAN OPERA | ||||||||
| 30 LINCOLN CENTER PLZ | NEW YORK | NY | 10023 | NONE | PC | GENERAL SUPPORT | $100,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||||
| 2929 WALNUT STREET SUITE 300 | PHILADELPHIA | PA | 191045099 | NONE | PC | GENERAL SUPPORT | $240,000 | |
| WIN (WOMEN IN NEED) | ||||||||
| ONE STATE STREET PLAZA 18TH FLOOR | NEW YORK | NY | 10004 | NONE | PC | GENERAL SUPPORT | $50,000 | |
| WOLFSONIAN FIU (FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC) | ||||||||
| 11200 SW 8TH STREET MARC 5TH FLOOR | MIAMI | FL | 33199 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YAMBA MALAWI (FORMERLY GOODS FOR GOOD INC) | ||||||||
| 45 MAIN STREET SUITE 518 | BROOKLYN | NY | 11201 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| YOUNG ARTS | ||||||||
| 2100 BISCAYNE BOULEVARD | MIAMI | FL | 33137 | NONE | PC | GENERAL SUPPORT | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,748,955 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $471 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $301,315 | ExclusionAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 525990 | BusinessCd |
| Unrelated Business Taxbl Incm | $15,422 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $68,131 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,192,379 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| TAX-REFUNDS-OTHER | 01 | $7,320 |
| MISCELLANEOUS INCOME | 01 | $1,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $15,422 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $11,570,616 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,586,038 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT I AND JANE TOLL | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2500 BAY AVENUE | AddressLine1Txt |
| City | MIAMI BEACH | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33140 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $57,155,000 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 1,000,000 SHARES OF TOLL BROTHERS INC | NoncashPropertyDesc |
| Fair Market Value | $57,155,000 | FairMarketValueAmt |
| Received | 2021-07-06 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ISHARES TR | $143,297 | $239,486 |
| DODGE & COX INCOME FUND | $276,709 | $309,879 |
| AMERICAN CENTURY CAP EQUITY INCOME FUND | $621,176 | $712,060 |
| DFA INTL CORE EQUITY CL I | $199,362 | $223,270 |
| GOLDMAN SACHS FINL SQUARE GOVT FD CLASS I | $66,909,989 | $66,909,960 |
| PGIM JENNISON GROWTH CL Z | $564,424 | $932,555 |
| VANGUARD SHORT-TERM T/E FUND | $126,033 | $125,637 |
| VANGUARD INDEX FUND | $32,918 | $74,217 |
| OAKMARK SELECT FUND CLASS I | $73,896 | $120,634 |
| TOUCHSTONE SANDS CAPITAL INSTITUTIONAL GROWTH FUND | $96,938 | $138,231 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PLEIADES INVESTMENT PARTNERS, LP | AT COST | $125,438 | $159,546 |
| THE VITTORIA FUND, LP | AT COST | $287,812 | $408,434 |
| HOMEOWNERSHIP LENDING LLC | AT COST | $531,129 | $531,129 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PLEIADES INVESTMENT PARTNERS, LP | $21,386 | $21,386 | $21,386 |
| PLEIADES INVESTMENT PARTNERS, LP / UBTI | $4,711 | $0 | $4,711 |
| THE VITTORIA FUND, LP | $46,745 | $46,745 | $46,745 |
| THE VITTORIA FUND, LP / UBTI | $10,711 | $0 | $10,711 |
| TAX-REFUNDS-OTHER | $7,320 | $7,320 | |
| MISCELLANEOUS INCOME | $1,000 | $1,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INV MANAGEMENT FEE | CategoryTxt |
| Amt | $9,741 | Amt |
| Net Investment Income | $9,741 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INCOME TAX | $2,000 | $0 | $0 |
| EXCISE TAX | $3,338 | $0 | $0 |
| FTC | $367 | $367 | $0 |
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