THE ROBERT J KAHN FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT J KAHN FOUNDATION (EIN 25-6667083)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-12
- IRS object ID
- 202123169349104252
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-12T13:35:41-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 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 | 2020-01-01 | 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 | 2021-11-08 | SignatureDt |
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 | PreparerPersonNm |
| PTIN | P00370348 | PTIN |
| Phone | 2153558000 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| 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) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,226,883 | 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 | $258,593 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $258,593 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $896,656 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,060,325 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $896,656 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,155,249 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,155,249 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $107,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $107,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $19,583 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $19,583 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $30,065 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,065 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $156,648 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $156,648 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $610,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $610,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $766,648 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $156,648 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $610,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $388,601 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $998,601 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $84,925 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $342,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $342,345 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $8,960,048 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $9,091,229 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $12,884,538 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,044,973 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,433,474 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,226,883 | 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 | $9,044,751 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,433,352 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,044,751 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,433,352 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,044,873 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,433,474 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,044,751 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $388,601 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,433,352 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,433,352 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (52 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 363 SH VAN US FUND | P | 2020-12-08 | $62,689 | $16,730 | $45,959 | $45,959 |
| 626 SH VAN US GROWTH FUND | P | 2020-07-02 | $85,507 | $28,905 | $56,602 | $56,602 |
| 2041 SH VAN US GROWTH FUND ADM | P | 2020-05-14 | $240,000 | $94,187 | $145,813 | $145,813 |
| 261 SH VAN EXPLORER FUND | P | 2020-12-08 | $31,992 | $18,525 | $13,467 | $13,467 |
| 365 SH VAN EXPLORER FUND | P | 2020-07-02 | $34,769 | $19,168 | $15,601 | $15,601 |
| 777 SH VAN EXPLORER FUND | P | 2020-06-14 | $64,000 | $40,744 | $23,256 | $23,256 |
| 631 SH WINDSOR II FUND | 2020-12-08 | $45,567 | $29,560 | $16,007 | $16,007 | |
| 567 SH VAN WINDOR FUND | 2020-07-02 | $32,882 | $26,545 | $6,337 | $6,337 | |
| 1673 SH VAN WINDOR FUND | P | 2020-05-14 | $89,000 | $78,425 | $10,575 | $10,575 |
| 1730 SH VAN INTER-TERM INV GRADE | P | 2020-05-14 | $17,650 | $15,054 | $2,596 | $2,596 |
| 10611 SH VAN INTER-TERM INV GRADE | P | 2020-03-13 | $106,750 | $92,318 | $14,432 | $14,432 |
| 1485 SH VAN INTER-TERM TREASUREY FUND | P | 2020-05-14 | $18,000 | $16,797 | $1,203 | $1,203 |
| 10905 SH VAN INTER-TERM TREASURY FUND | P | 2020-03-13 | $140,954 | $134,645 | $6,309 | $6,309 |
| 521 SH VAN SHORT-TERM INV GRADE | P | 2020-11-03 | $5,708 | $5,568 | $140 | $140 |
| 499 SH VAN SHORT-TERM INV GRADE | P | 2020-08-11 | $5,485 | $5,336 | $149 | $149 |
| 489 SH VAN SHORT-TERM INV GRADE | 2020-05-04 | $5,238 | $5,228 | $10 | $10 | |
| 12746 SH VAN SHORT-TERM INV GRADE | P | 2020-03-13 | $136,255 | $136,174 | $81 | $81 |
| 530 SH VAN SHORT-TERM INV GRADE | P | 2020-02-04 | $5,717 | $5,707 | $10 | $10 |
| 861 SH VAN SHORT-TERM TREASURY FUND | P | 2020-05-14 | $9,350 | $9,221 | $129 | $129 |
| 16098 SH VAN SHORT-TERM TREASURY FUND | P | 2020-03-13 | $173,380 | $172,414 | $966 | $966 |
| 582 SH VAN STRATEGIC EQUITY FUND | 2020-12-08 | $20,797 | $8,548 | $12,249 | $12,249 | |
| 1072 SH VAN STRATEGIC EQUITY FUND | P | 2020-07-02 | $30,529 | $15,774 | $14,755 | $14,755 |
| 997 SH VAN STRTEGIC EQUITY FUND | P | 2020-05-14 | $25,000 | $14,663 | $10,337 | $10,337 |
| 417 SH VAN TOTAL STOCK MARKET INDEX FUND | P | 2020-12-08 | $38,956 | $10,522 | $28,434 | $28,434 |
| 1611 SH VAN TOTAL STOCK MARKET INDEX FUND | 2020-07-02 | $124,043 | $40,687 | $83,356 | $83,356 | |
| 4841 SH VAN STOCK MARKET INDEX FUND | P | 2020-05-14 | $337,000 | $122,224 | $214,776 | $214,776 |
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 | ||||
| CAPITAL GAIN DIVIDENDS | P | $173,107 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $896,656 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,881 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,881 | SubtotalAmt |
| Tax Based On Investment Income | $13,881 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,442 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $23,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $28,442 | TotalPaymentsAndCreditsAmt |
| Overpayment | $14,561 | OverpaymentAmt |
| Applied To ES Tax | $14,561 | 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 | $107,000 | 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 | $11,868,778 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $460,857 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,329,635 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,329,635 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $184,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,144,690 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $607,235 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $607,235 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,881 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,881 | TotalTaxAmt |
| Distributable Before Adj | $593,354 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $593,354 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $593,354 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $610,000 | 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 | $610,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $610,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $593,354 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $163,238 | UndistributedIncomePYAmt |
| Prior Year1 | 2018 | PriorYear1Yr |
| Prior Year2 | 2017 | PriorYear2Yr |
| Prior Year3 | 2016 | PriorYear3Yr |
| Total For Prior Years | $1,627 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $610,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $163,238 | AppliedToYear1Amt |
| Applied To Current Year | $446,762 | 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 | $146,592 | 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 (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 503 WOODCREST ROAD | HUNTINGDON VALLEY | PA | 19006 | CHARITABLE ACTIVITIES | $10,000 | |
| JEFFERSON MEDICAL COLLEGE | ||||||
| 1025 WALNUT STREET | PHILADELPHIA | PA | 19107 | CHARITABLE ACTIVITIES | $25,000 | ROOM 108B |
| TRUSTEES OF UNI OF PENNSYLVANIA DEPT OF MEDICINE | ||||||
| UNIVERSITY OF PENNSYLVANIA HEALTH S | PHILADELPHIA | PA | 191044283 | CHARITABLE ACTIVITIES | $150,000 | 3400 SPRUCE STREET 100 CENTREX |
| NYU LANGONE MEDICAL CENTER OFFICE OF DEVELOPMENT | ||||||
| ONE PARK AVENUE FLOOR 5 | NEW YORK | NY | 10016 | CHARITABLE ACTIVITIES | $40,000 | |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| DR CHARLES ABRAMS 421 CURRIE BOU | PHILADELPHIA | PA | 19104 | CHARITABLE ACTIVITIES | $200,000 | ROOM 812 |
| THE FOUNDATION FOR PRADER-WILLI RESEARCH | ||||||
| 18 FAIRMOUNT AVENUE | MONTACLAIR | NJ | 07043 | CHARITABLE ACTIVITIES | $25,000 | SUITE 2020 |
| TRUSTEES OF UNIVERSITY OF PENNSYLVANIA | ||||||
| PENN VET WORKING DOG CENTER BUILDIN | PHILADELPHIA | PA | 19146 | CHARITABLE ACTIVITIES | $15,000 | 3401 GREYS FERRY AVENUE |
| MARCH OF DIMES | ||||||
| 435 DEVON PARK DRIVE | WAYNE | PA | 19087 | CHARITABLE ACTIVITIES | $10,000 | BUILDING 300 |
| RUTGERS UNIVERSITY FOUNDATION | ||||||
| 120 ALBANY STREET PLAZA SUITE 305 | NEW BRUNSWICK | NJ | 08901 | CHARITABLE ACTIVITIES | $20,000 | |
| BRYN MAWR HOSPITAL | ||||||
| 130 S BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | CHARITABLE ACTIVITIES | $30,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | CHARITABLE ACTIVITIES | $10,000 | |
| MD ANDERSON CANCER CENTER | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | CHARITABLE ACTIVITIES | $10,000 | |
| LEUKEMIA AND LYMPHOMA SOCIETY | ||||||
| C/O DAVID HYMAN | PHILADELPHIA | PA | 19103 | CHARITABLE ACTIVITIES | $5,000 | THREE LOGAN SQUARE 1717 ARCH STREE |
| SCHEIE EYE INSTITUTE | ||||||
| UNIVERSITY OF PENN PERELMAN SCHOOL | PHILADELPHIA | PA | 19010 | CHARITABLE ACTIVITIES | $30,000 | 51 NORTH 39TH STREET |
| PENN MEDICINE ORTHOPAEDIC SURGERY DEPARTMENT | ||||||
| 3737 MARKET STREET SUITE 801 | Philadelphia | PA | 19104 | CHARITABLE ACTIVITIES | $30,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $610,000 | 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 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $258,593 | 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 Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $896,656 | 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 | $1,155,249 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,155,249 | 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 |
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 | $543,948 | $1,243,343 |
| WINDSOR II FUND ADM | AT COST | $1,005,724 | $1,229,306 |
| VAN TOTAL STOCK MARKET IDX | AT COST | $1,218,398 | $3,529,516 |
| VANGUARD EXPLORER FUND | AT COST | $387,591 | $546,295 |
| VANGUARD STRATEGIC EQUITY FUND | AT COST | $344,773 | $536,949 |
| VAN INT-TERM INV GRADE FUND | AT COST | $1,099,185 | $1,183,619 |
| VAN ST INV GRADE ADMIRAL FUND | AT COST | $1,685,813 | $1,738,423 |
| VAN ST TREASURY FUND | AT COST | $1,703,850 | $1,727,641 |
| VAN INTER TERM TREASURY FUND | AT COST | $1,101,947 | $1,149,446 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KLEINBARD BELL BRECKER LLP | CategoryTxt |
| Legal Fees | $19,583 | LegalFeesAmt |
| Net Investment Income | $19,583 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT BROKER FEE | $22,149 | $22,149 |
| ADMINISTRATIVE EXPENSES | $7,916 | $7,916 |
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 |
Comments