THE ROBERT AND JANE TOLL FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT AND JANE TOLL FOUNDATION (EIN 23-2654322)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349104176
- Schema version
- 2020v4.1
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-15T10:06:27-08:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Stephen C Fitzgerald MS CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 653 Broad Acres Rd | AddressLine1Txt |
| City | Penn Valley | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19072 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | 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 | 1140 VIRGINIA DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19034 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT I TOLL | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2159388000 | PhoneNum |
| Signature | 2021-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | TOLL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | STEPHEN C FITZGERALD | PreparerPersonNm |
| PTIN | P00118250 | PTIN |
| Phone | 2159388166 | PhoneNum |
| Preparation | 2021-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | 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 | $4,964,785 | 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 | $6,609,980 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $160 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $160 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $43,375 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $43,375 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,896 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,557,242 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,896 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $2,448 | NetSTCapitalGainAdjNetIncmAmt |
| Gross Profit Rev And Expnss | $0 | GrossProfitRevAndExpnssAmt |
| Other Income Rev And Expnss | $42,649 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $32,261 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,870,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $249,692 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $2,448 | TotalAdjNetIncmAmt |
| Legal Fees Rev And Expnss | $0 | LegalFeesRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $0 | AccountingFeesRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $9,849 | OtherProfFeesRevAndExpnssAmt |
| Taxes Rev And Expnss | $1,480 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $480 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $0 | DeprecAndDpltnRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $4,357 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $15,686 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $480 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,210,927 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,210,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $7,226,613 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $480 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,210,927 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$356,553 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $249,212 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,448 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | -$1,000 | CashBOYAmt |
| Cash EOY | -$1,000 | CashEOYAmt |
| Cash EOYFMV | -$1,000 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $291,028 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $598,985 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $598,985 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $95 | AcctRcvblAmt |
| Acct Rcvbl BOY | $2,623 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $95 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $95 | AcctRcvblEOYFMVAmt |
| Rcvbl From Officers EOY | $0 | RcvblFromOfficersEOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Corporate Stock BOY | $3,391,910 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,603,914 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,306,820 | CorporateStockEOYFMVAmt |
| Land Bldg Investments EOY | $0 | LandBldgInvestmentsEOYAmt |
| Other Investments BOY | $840,635 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $860,826 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,059,885 | OtherInvestmentsEOYFMVAmt |
| Land EOY | $0 | LandEOYAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $4,525,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,062,820 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,964,785 | TotalAssetsEOYFMVAmt |
| Loans From Officers EOY | $0 | LoansFromOfficersEOYAmt |
| Mortgages And Notes Payable EOY | $0 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $4,525,196 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $4,062,820 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,525,196 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,062,820 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,525,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,062,820 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,525,196 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$356,553 | ExcessRevenueOverExpensesAmt |
| Other Increases | $8,400 | OtherIncreasesAmt |
| Subtotal | $4,177,043 | SubtotalAmt |
| Other Decreases | $114,223 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,062,820 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | DepreciationDepreciationAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | FMV As Of123169FMVAsOf123169Amt | Adjusted Basis As Of123169AdjustedBasisAsOf123169Amt | Excess FMV Over Adjusted BssExcessFMVOverAdjustedBssAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GAIN SDISTRIBUTIONS | P | 2019-01-01 | 2020-12-31 | $92,194 | $0 | $0 | $92,194 | $0 | $0 | $0 | $92,194 |
| STOCK (LONG-TERM) | P | 2017-04-12 | 2020-01-13 | $1,390,322 | $0 | $1,311,068 | $79,254 | $0 | $0 | $0 | $79,254 |
| STOCK (SHORT-TERM) | P | 2019-03-26 | 2020-01-13 | $74,726 | $0 | $72,278 | $2,448 | $0 | $0 | $0 | $2,448 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,896 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $2,448 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,464 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,464 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,464 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,590 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $2,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $5,590 | TotalPaymentsAndCreditsAmt |
| Original Return Overpayment | -$5,590 | OriginalReturnOverpaymentAmt |
| Overpayment | $2,126 | OverpaymentAmt |
| Applied To ES Tax | $2,126 | 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 | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| 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 |
| 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 | 1140 VIRGINIA DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19034 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 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 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,705,842 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $380,546 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $4,086,388 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $4,086,388 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $61,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $4,025,092 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $201,255 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $201,255 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,464 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,464 | TotalTaxAmt |
| Distributable Before Adj | $197,791 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $197,791 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $197,791 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,210,927 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $7,210,927 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $7,210,927 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $197,791 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $995,121 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,402,369 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,497,193 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,721,121 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,201,297 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,817,101 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,210,927 | QualifyingDistributionsAmt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $6,609,980 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $197,791 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $403,156 | RemainingDistriFromCorpusAmt |
| Total Corpus | $14,830,237 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $6,609,980 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $995,121 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,225,136 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,402,369 | ExcessFromYear4Amt |
| Excess From Year3 | $1,497,193 | ExcessFromYear3Amt |
| Excess From Year2 | $1,721,121 | ExcessFromYear2Amt |
| Excess From Year1 | $2,201,297 | ExcessFromYear1Amt |
| Excess From Current Year | $403,156 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ROBERT I TOLL | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE ATTACHED SCHEDULE | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 VIRGINIA DRIVE | AddressLine1Txt |
| City | FORT WASHINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19034 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Foundation Status | SEE ATTACHED | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | OPERATING BUDGET | GrantOrContributionPurposeTxt |
| Amt | $7,210,927 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,210,927 | TotalGrantOrContriPdDurYrAmt |
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 |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $43,375 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $173,896 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PASSTHROUGH ENTITIES | Desc |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $42,421 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $259,852 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $259,852 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | N/A |
| 4 | N/A |
| 8 | N/A |
| 11 | N/A |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| Robert Jane Toll | |||||||
| 1 | 2500 Bay Avenue | Miami Beach | FL | 33140 | $815,000 | Yes (X) | |
| Robert Jane Toll | |||||||
| 2 | 2500 Bay Avenue | Miami Beach | FL | 33140 | $5,794,980 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 2 | ContributorNum |
| Noncash Property | 118,000 shares of Toll Brothers, Inc. stock | NoncashPropertyDesc |
| Fair Market Value | $5,794,980 | FairMarketValueAmt |
| Received | 2020-10-13 | ReceivedDt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (3 entries)
| AssetAssetDesc | AcquiredAcquiredDt | How AcquiredHowAcquiredTxt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|---|---|
| SEE ATTACHED SCHEDULE (SHORT-TERM) | 2019-10 | Purchased | 2020-02 | $74,726 | $72,278 | $2,448 |
| SEE ATTACHED SCHEDULE (LONG-TERM) | 2019-01 | Purchased | 2020-12 | $1,390,322 | $1,311,068 | $79,254 |
| SEE ATTACHED SCHEDULE (CAP GAIN DISTRIBUTIONS) | 2019-01 | Purchased | 2020-12 | $92,194 | $0 | $92,194 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | Medium ExplanationMediumExplanationTxt |
|---|---|
| FOOTNOTES TO 2020 FORM 990-PF | FOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENTFOOTNOTE: CONDUIT FOUNDATION STATEMENT |
| FOOTNOTES TO 2020 FORM 990-PF (CONTINUED) | QUALIFYING DISTRIBUTIONS FOR 2020 (from Part XII Line 4) $7,210,927QUALIFYING DISTRIBUTIONS FOR 2020 (from Part XII Line 4) $7,210,927QUALIFYING DISTRIBUTIONS FOR 2020 (from Part XII Line 4) $7,210,927QUALIFYING DISTRIBUTIONS FOR 2020 (from Part XII Line 4) $7,210,927QUALIFYING DISTRIBUTIONS FOR 2020 (from Part XII Line 4) $7,210,927 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| S&P MIDCAP 400 INDEX 400 FUND | $143,297 | $194,436 |
| DODGE & COX INCOME FUND | $266,907 | $312,731 |
| VANGUARD SHORT-TERM T/E FUND | $125,136 | $125,293 |
| VANGUARD INDEX FUND | $32,918 | $58,427 |
| OAKMARK SELECT FUND CLASS I | $73,557 | $89,996 |
| TOUCHSTONE SANDS CAPITAL INSTITUIONAL GROWTH FUND | $82,899 | $132,372 |
| TOLL BROTHERS | $340,827 | $301,682 |
| AMERICAN CENTURY CAP EQUITY INCOME FUND | $766,074 | $837,553 |
| DFA INTL CORE EQUITY CL I | $192,849 | $196,069 |
| PGIM JENNISON GROWTH | $579,450 | $1,058,261 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| PLEIADES INVESTMENT PARTNERS, LP | $99,341 | $157,241 |
| THE VITTORIA FUND, LP | $230,356 | $371,515 |
| HOMEOWNERSHIP LENDING LLC | $531,129 | $531,129 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VITTORIA - CUMULATIVE BOOK TO TAX DIFFERENCE | Desc |
| Amt | $114,223 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| Bank Charges | $25 |
| Miscellaneous | $461 |
| Book (not Tax) Gain or Loss | $3,871 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Pleiades Investment Partners, LP | $23,658 | $21,423 |
| The Vittoria Fund, LP | $18,763 | $10,610 |
| Tax-Exempt Dividends | $226 | $226 |
| Tax Refunds | $2 | $2 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PLEIADES - CUMULATIVE BOOK TO TAX DIFFERENCE | Desc |
| Amt | $8,400 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| VERITABLE LP MANAGEMENT FEES | $8,189 |
| BNY MELLON CUSTODY MANAGEMENT FEES | $1,660 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Taxes | $1,000 | $0 |
| Foreign Taxes Withheld | $480 | $480 |
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