STELLA S JONES FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- STELLA S JONES FOUNDATION (EIN 81-2487069)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-03-23
- IRS object ID
- 202130829349100508
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Legal Fees 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 | 2021-03-23T09:31:43-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-03-22 | 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 | BRUCE BRAUNEWELL CPA | PreparerPersonNm |
| PTIN | P00075336 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2021-03-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| 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 | $23,152,272 | 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 | $270 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $270 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $528,371 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $528,371 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $411,549 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,951,463 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $411,549 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $57,805 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $997,995 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $940,190 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $40,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $40,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,403 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,403 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,592 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,592 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $196,853 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $177,168 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $19,685 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $322 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,961 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $17 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,944 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $256,831 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $177,507 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $69,624 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $900,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $900,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,156,831 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $177,507 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $969,624 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$158,836 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $762,683 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $605,670 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $527,827 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $527,827 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $22,108,420 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,624,445 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,624,445 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $22,714,090 | TotalAssetsBOYAmt |
| Total Assets EOY | $23,152,272 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $23,152,272 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $22,714,090 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $23,152,272 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,714,090 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $23,152,272 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,714,090 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $23,152,272 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,714,090 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$158,836 | ExcessRevenueOverExpensesAmt |
| Other Increases | $597,018 | OtherIncreasesAmt |
| Subtotal | $23,152,272 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $23,152,272 | 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 | $3,951,463 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,539,914 | CostOrOtherBasisAmt |
| Gain Or Loss | $411,549 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $411,549 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $411,549 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,601 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,601 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,601 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,774 | 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 | $10,774 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $173 | OverpaymentAmt |
| Applied To ES Tax | $173 | 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 | 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 | $20,000 | $0 | $0 |
| MICHELE BOSCIA | ||||||||
| 3503 RUNNYMEADE DRIVE | NEWTOWN SQUARE | PA | 19073 | SECRETARY/TREASURER/DIRECTOR | 1.50 | $20,000 | $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 | $111,714 |
| ROYAL ALLIANCE ASSOCIATES INC | |||||
| 10 EXCHANGE PLACE SUITE 1410 | JERSEY CITY | NJ | 07302 | INVESTMENT MANAGEMENT/ADVISORY | $85,139 |
| 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 | $20,279,613 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $777,999 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,057,612 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $21,057,612 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $315,864 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,741,748 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,037,087 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,037,087 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,601 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $10,601 | TotalTaxAmt |
| Distributable Before Adj | $1,026,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,026,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,026,486 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $969,624 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $969,624 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $969,624 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,026,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $953,495 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $969,624 | QualifyingDistributionsAmt |
| Applied To Year1 | $953,495 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $16,129 | 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 | $1,010,357 | 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 (13 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 | $20,000 |
| BARUCH S BLUMBERG INSTITUTE | ||||||
| 3805 OLD EASTON ROAD | DOYLESTOWN | PA | 18902 | PC | DRS. JU-TAU GUO, JINHONG CHANG, TIANLUN ZHOU, & TIMOTHY BLOCK FOR HEPATITIS B RESEARCH | $100,000 |
| FACES SF | ||||||
| 1101 MASONIC AVENUE | SAN FRANCISCO | CA | 94117 | PC | ENTITY SUPPORT | $15,000 |
| HOMELESS PRENATAL PROGRAM | ||||||
| 2500 18TH STREET | SAN FRANCISCO | CA | 94110 | PC | ENTITY SUPPORT | $25,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | DR. GERALD GRANT FOR TRANSLATIONAL RESEARCH OF THE BLOOD BRAIN BARRIER | $100,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | DR. MICHELLE MONJE FOR ASSESSING THE CD2-CD58 AXIS AS A POTENT REGULATOR OF CAR T CELL ACTIVITY IN ADOPTIVE CELLULAR IMMUNOTHERAPY | $100,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | DR. MICHELLE MONJE FOR DIFFUSE MIDLINE GLIOMAS RESEARCH | $75,000 |
| SMART | ||||||
| 1061 MARKET STREET MEZZANINE | SAN FRANCISCO | CA | 94103 | PC | ENTITY SUPPORT | $70,000 |
| STANFORD UNIVERSITY | ||||||
| PO BOX 20466 | STANFORD | CA | 94309 | PC | DR. STEVEN ARTANDI FOR PANCREATIC CANCER RESEARCH | $150,000 |
| SWORDS TO PLOWSHARES | ||||||
| 401 VAN NESS AVENUE SUITE313 | SAN FRANCISCO | CA | 94102 | PC | ENTITY SUPPORT | $25,000 |
| THE MISSION CONTINUES | ||||||
| PO BOX 776792 | CHICAGO | IL | 60677 | PC | ENTITY SUPPORT | $15,000 |
| THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3535 MARKET STREET SUITE 750 | PHILADELPHIA | PA | 19104 | PC | DR. KIM REISS BINDER FOR DNA REPAIR DEFICIENT PANCREATIC CANCER RESEARCH | $200,000 |
| VETERANS YOGA PROJECT | ||||||
| PO BOX 6472 | ALAMEDA | CA | 94501 | PC | ENTITY SUPPORT | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $900,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 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 | DR. MICHELLE MONJE FOR GD2 CAR T CELLS IN DIPG & SPINAL DMG RESEARCH | $285,000 |
| STANFORD UNIVERSITY | ||||||
| PO BOX 20466 | STANFORD | CA | 94309 | PC | DR. STEVEN ARTANDI FOR PANCREATIC CANCER RESEARCH | $300,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $585,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $270 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $528,371 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $411,549 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| LIFE INSURANCE PROCEEDS | 01 | $56,000 |
| REFUND OF LEGAL FEES | 01 | $1,805 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $997,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $997,995 | 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 | $6,592 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,592 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (66 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES, 442340 SH | $442,340 | $442,340 |
| ACCENTURE PLC, 174227 SH | $174,227 | $174,227 |
| AMERICAN ELECTRIC POWER INC, 253141 SH | $253,141 | $253,141 |
| AMERICAN TOWER CORPORATION, 108190 SH | $108,190 | $108,190 |
| AMGEN INC, 579398 SH | $579,398 | $579,398 |
| ANTHEM INC, 206782 SH | $206,782 | $206,782 |
| APPLE INC, 652835 SH | $652,835 | $652,835 |
| AT&T INC, 174516 SH | $174,516 | $174,516 |
| AUTOMATIC DATA PROCESSING INC, 650178 SH | $650,178 | $650,178 |
| BANK OF NEW YORK MELLON, 287489 SH | $287,489 | $287,489 |
| BROADCOM INC, 207979 SH | $207,979 | $207,979 |
| BROADRIDGE FINANCIAL SOLUTION INC, 234702 SH | $234,702 | $234,702 |
| CHEVRON CORP, 171011 SH | $171,011 | $171,011 |
| CISCO SYSTEMS INC, 275929 SH | $275,929 | $275,929 |
| COMCAST CORP, 548785 SH | $548,785 | $548,785 |
| DIAGEO PLC, 131812 SH | $131,812 | $131,812 |
| DOVER CORP, 285199 SH | $285,199 | $285,199 |
| EQUINEX INC, 133552 SH | $133,552 | $133,552 |
| GENERAL DYNAMICS CORP, 399879 SH | $399,879 | $399,879 |
| GENUINE PARTS CO COM, 250071 SH | $250,071 | $250,071 |
| GILEAD SCIENCES INC, 215970 SH | $215,970 | $215,970 |
| GOLDMAN SACHS TR FINL SQUARE PRIME OBLIGS, 83499 SH | $83,499 | $83,499 |
| HOME DEPOT INC, 779329 SH | $779,329 | $779,329 |
| HONEYWELL INTL INC, 210573 SH | $210,573 | $210,573 |
| ILLINOIS TOOL WORKS INC, 361479 SH | $361,479 | $361,479 |
| INTEL CORP, 326570 SH | $326,570 | $326,570 |
| INTERNATIONAL BUSINESS MACHINE CORP, 162763 SH | $162,763 | $162,763 |
| INTUIT INC, 279190 SH | $279,190 | $279,190 |
| JOHNSON & JOHNSON, 816330 SH | $816,330 | $816,330 |
| JP MORGAN CHASE & CO, 677791 SH | $677,791 | $677,791 |
| KELLOGG COMPANY, 182894 SH | $182,894 | $182,894 |
| KEYCORP, 126981 SH | $126,981 | $126,981 |
| KIMBERLY-CLARK CORP, 200492 SH | $200,492 | $200,492 |
| LINDE PLC, 225565 SH | $225,565 | $225,565 |
| LOCKHEED MARTIN CORP, 446210 SH | $446,210 | $446,210 |
| M&T BANK CORP, 119789 SH | $119,789 | $119,789 |
| MARSH & MCLENNAN COS, 267579 SH | $267,579 | $267,579 |
| MCDONALDS CORP, 725710 SH | $725,710 | $725,710 |
| MEDTRONIC PLC, 363603 SH | $363,603 | $363,603 |
| MERCK & CO INC, 413417 SH | $413,417 | $413,417 |
| MICROCHIP TECHNOLOGY, 806717 SH | $806,717 | $806,717 |
| MICROSOFT CORP, 710187 SH | $710,187 | $710,187 |
| MONDELEZ INTL INC, 334331 SH | $334,331 | $334,331 |
| NEXTERA ENERGY INC, 670588 SH | $670,588 | $670,588 |
| NIKE INC, 309961 SH | $309,961 | $309,961 |
| NORTHROP GRUMMAN CORP, 146570 SH | $146,570 | $146,570 |
| PEOPLE'S UNITED FINANCIAL, 130192 SH | $130,192 | $130,192 |
| PEPSICO INC, 565616 SH | $565,616 | $565,616 |
| PHILLIPS 66, 299623 SH | $299,623 | $299,623 |
| PROCTER & GAMBLE, 633644 SH | $633,644 | $633,644 |
| SHERWIN WILLIAMS CO, 265303 SH | $265,303 | $265,303 |
| STANLEY BLACK & DECKER INC, 223379 SH | $223,379 | $223,379 |
| STARBUCKS CORP, 394542 SH | $394,542 | $394,542 |
| STATE STREET CORP, 189301 SH | $189,301 | $189,301 |
| TARGET CORP, 644335 SH | $644,335 | $644,335 |
| TRUIST FINL CORP, 208879 SH | $208,879 | $208,879 |
| UNION PACIFIC CORP, 283596 SH | $283,596 | $283,596 |
| UNITEDHEALTH GROUP, 120283 SH | $120,283 | $120,283 |
| UNITED PARCEL SERVICE, 344715 SH | $344,715 | $344,715 |
| US BANCORP, 235373 SH | $235,373 | $235,373 |
| VERIZON COMMUNICATIONS, 565410 SH | $565,410 | $565,410 |
| VF CORP, 244614 SH | $244,614 | $244,614 |
| VISA INC, 468738 SH | $468,738 | $468,738 |
| WALGREENS BOOTS ALLIANCE INC, 156250 SH | $156,250 | $156,250 |
| WASTE MGMT INC DEL, 292938 SH | $292,938 | $292,938 |
| XCEL ENERGY INC, 225611 SH | $225,611 | $225,611 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,403 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,403 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $110 | $0 | $110 |
| INSURANCE | $1,834 | $0 | $1,834 |
| ADR FEES | $17 | $17 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| LIFE INSURANCE PROCEEDS | $56,000 | $56,000 |
| REFUND OF LEGAL FEES | $1,805 | $1,805 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $597,018 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $196,853 | Amt |
| Net Investment Income | $177,168 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,685 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $9,700 | $0 | $0 |
| FOREIGN TAXES | $322 | $322 | $0 |
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