STELLA S JONES FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- STELLA S JONES FOUNDATION (EIN 81-2487069)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-03-27
- IRS object ID
- 202000879349100105
- Schema version
- 2019v5.0
- 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
- Accounting Fees Schedule
- Investments Corp Stock 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 | 2020-03-27T13:57:56-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 STE 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 | 2019-01-01 | 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 | 2020-03-18 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRUCE BRAUNEWELLCPA | PreparerPersonNm |
| PTIN | P00075336 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $22,714,090 | 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 | $53,015 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $2,930 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $2,930 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $536,671 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $536,671 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $25,501 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,498,792 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $25,501 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,338 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $174 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $623,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $565,276 | 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 |
| Accounting Fees Rev And Expnss | $5,592 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $5,592 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $206,394 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $185,755 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $20,639 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,601 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $860 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,024 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $18 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,006 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $259,611 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $186,633 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $68,237 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $500,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $500,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $759,611 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $186,633 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $568,237 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$136,156 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $378,643 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $920,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $605,670 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $605,670 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $17,432,797 | CorporateStockBOYAmt |
| Corporate Stock EOY | $22,108,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $22,108,420 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $18,353,410 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,714,090 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $22,714,090 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $18,353,410 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $22,714,090 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,353,410 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $22,714,090 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,353,410 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $22,714,090 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,353,410 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$136,156 | ExcessRevenueOverExpensesAmt |
| Other Increases | $4,496,836 | OtherIncreasesAmt |
| Subtotal | $22,714,090 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $22,714,090 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $2,495,620 | $2,473,291 | $22,329 | $22,329 | |
| CAPITAL GAINS DIVIDENDS | $3,172 | $3,172 | $3,172 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $25,501 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $527,307 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,039,180 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.043799 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $152,617 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,876,151 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.017194 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,598 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $4,603,512 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.000347 | DistributionYr3Rt |
| Total Distribution | 0.061340 | TotalDistributionRt |
| Average Distribution | 0.020447 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $20,415,172 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $417,429 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,786 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $421,215 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $568,237 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,786 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,786 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,786 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,860 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $4,860 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $1,074 | OverpaymentAmt |
| Applied To ES Tax | $1,074 | 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/DIRECT | 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 | $119,147 |
| ROYAL ALLIANCE ASSOCIATES INC | |||||
| 10 EXCHANGE PLACE SUITE 1410 | JERSEY CITY | NJ | 07302 | INVESTMENT MANAGEMENT/ADVISORY | $87,247 |
| 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 | $19,860,211 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $865,852 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,726,063 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,726,063 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $310,891 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,415,172 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,020,759 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,020,759 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,786 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,786 | TotalTaxAmt |
| Distributable Before Adj | $1,016,973 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,016,973 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,016,973 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $568,237 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $568,237 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,786 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $564,451 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,016,973 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $504,759 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $568,237 | QualifyingDistributionsAmt |
| Applied To Year1 | $504,759 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $63,478 | 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 | $953,495 | 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 (6 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BARUCH S BLUMBERG INSTITUTE | ||||||
| 3805 OLD EASTON ROAD | DOYLESTOWN | PA | 18902 | PC | JU-TAO GUO, M.D. AND TIANLUN ZHOU, M.D. PH.D. FOR HEPATITIS B RESEARCH | $50,000 |
| LELAND STANFORD JUNIOR UNIVERSITY THE FRANCES C ARRILLAGA ALUMNI CENTER | ||||||
| 326 GALVEZ STREET | STANFORD | CA | 94305 | PC | DR. STEVEN ARTANDI FOR PANCREATIC CANCER RESEARCH | $50,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | DR. GERALD GRANT FOR TRANSLATIONAL RESEARCH ON MALIGNANT PEDIATRIC GLIOMAS | $50,000 |
| 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 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 | $100,000 |
| 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 | $150,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $500,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH | ||||||
| 400 HAMILTON AVENUE SUITE 340 | PALO ALTO | CA | 94301 | PC | DR. MICHELLE MONJE FOR ASSESSING THE CD2-CD58 AXIS AS A POTENT REGULATOR OF CAR-T CELL ACTIVITY IN 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 |
| 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 | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $425,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,930 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $536,671 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $174 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $25,501 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FEDERAL EXCISE TAX REFUND | 01 | $5,156 |
| DISCOVER CARD REBATE | 01 | $8 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $570,440 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $570,440 | 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 | ESTATE OF STELLA S JONES JEROME BOSCIA EXECUTOR | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 673 | AddressLine1Txt |
| City | EXTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19341 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $53,015 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,592 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $5,592 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (74 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES, 409197 SH | $409,197 | $409,197 |
| ACCENTURE PLC, 86123 SH | $86,123 | $86,123 |
| AMERICAN ELECTRIC POWER INC, 303755 SH | $303,755 | $303,755 |
| AMERICAN TOWER CORPORATION, 110773 SH | $110,773 | $110,773 |
| AMERISOURCEBERGEN CORP, 100409 SH | $100,409 | $100,409 |
| AMGEN INC, 525050 SH | $525,050 | $525,050 |
| ANTHEM INC, 155847 SH | $155,847 | $155,847 |
| APPLE INC, 451046 SH | $451,046 | $451,046 |
| AT&T INC, 248002 SH | $248,002 | $248,002 |
| AUTOMATIC DATA PROCESSING INC, 417725 SH | $417,725 | $417,725 |
| BROADCOM INC, 150110 SH | $150,110 | $150,110 |
| BROADRIDGE FINANCIAL SOLUTION INC, 137747 SH | $137,747 | $137,747 |
| CHEVRON CORP, 244033 SH | $244,033 | $244,033 |
| CHUBB LIMITED, 81255 SH | $81,255 | $81,255 |
| CISCO SYSTEMS INC, 561372 SH | $561,372 | $561,372 |
| COMCAST CORP, 425056 SH | $425,056 | $425,056 |
| CORTEVA INC, 41680 SH | $41,680 | $41,680 |
| DIAGEO PLC, 150399 SH | $150,399 | $150,399 |
| DISNEY WALT CO, 187874 SH | $187,874 | $187,874 |
| DOMINION ENERGY INC, 193219 SH | $193,219 | $193,219 |
| DOVER CORP, 268786 SH | $268,786 | $268,786 |
| DOW INC, 76020 SH | $76,020 | $76,020 |
| EXXON MOBIL CORP, 161541 SH | $161,541 | $161,541 |
| GENERAL DYNAMICS CORP, 152014 SH | $152,014 | $152,014 |
| GENL DYNAMICS CORP, 258882 SH | $258,882 | $258,882 |
| GENUINE PARTS CO COM, 273967 SH | $273,967 | $273,967 |
| HASBRO INC, 191048 SH | $191,048 | $191,048 |
| HOME DEPOT INC, 524549 SH | $524,549 | $524,549 |
| HONEYWELL INTL INC, 175230 SH | $175,230 | $175,230 |
| ILLINOIS TOOL WORKS INC, 335908 SH | $335,908 | $335,908 |
| INTEL CORP, 401594 SH | $401,594 | $401,594 |
| INTERNATIONAL BUSINESS MACHINE CORP, 174386 SH | $174,386 | $174,386 |
| JOHNSON & JOHNSON, 838315 SH | $838,315 | $838,315 |
| JP MORGAN CHASE & CO, 834030 SH | $834,030 | $834,030 |
| KELLOGG COMPANY, 170825 SH | $170,825 | $170,825 |
| KEYCORP, 156617 SH | $156,617 | $156,617 |
| KIMBERLY-CLARK CORP, 224482 SH | $224,482 | $224,482 |
| LINDE PLC, 182242 SH | $182,242 | $182,242 |
| LOCKHEED MARTIN CORP, 519822 SH | $519,822 | $519,822 |
| M&T BANK CORP, 166525 SH | $166,525 | $166,525 |
| MARSH & MCLENNAN COS, 179927 SH | $179,927 | $179,927 |
| MAXIM INTEGRATED PRODS INC, 211779 SH | $211,779 | $211,779 |
| MCDONALDS CORP, 649544 SH | $649,544 | $649,544 |
| MEDTRONIC PLC, 408987 SH | $408,987 | $408,987 |
| MERCK & CO INC, 485673 SH | $485,673 | $485,673 |
| MICROCHIP TECHNOLOGY, 90164 SH | $90,164 | $90,164 |
| MICROSOFT CORP, 1197732 SH | $1,197,732 | $1,197,732 |
| MONDELEZ INTL INC, 361655 SH | $361,655 | $361,655 |
| NEXTERA ENERGY INC, 497397 SH | $497,397 | $497,397 |
| NIKE INC, 232000 SH | $232,000 | $232,000 |
| PEOPLE'S UNITED FINANCIAL, 173276 SH | $173,276 | $173,276 |
| PEPSICO INC, 566224 SH | $566,224 | $566,224 |
| PHILLIPS 66, 524518 SH | $524,518 | $524,518 |
| PROCTER & GAMBLE, 326738 SH | $326,738 | $326,738 |
| SHERWIN WILLIAMS CO, 161641 SH | $161,641 | $161,641 |
| STANLEY BLACK & DECKER INC, 207341 SH | $207,341 | $207,341 |
| STARBUCKS CORP, 262177 SH | $262,177 | $262,177 |
| STATE STR CORP, 64862 SH | $64,862 | $64,862 |
| TARGET CORP, 497327 SH | $497,327 | $497,327 |
| THE SOUTHERN COMPANY, 190527 SH | $190,527 | $190,527 |
| TJX COS INC, 286860 SH | $286,860 | $286,860 |
| TRUIST FINL CORP, 186532 SH | $186,532 | $186,532 |
| UNILEVER, 181286 SH | $181,286 | $181,286 |
| UNION PACIFIC CORP, 201038 SH | $201,038 | $201,038 |
| UNITED PARCEL SERVICE, 252615 SH | $252,615 | $252,615 |
| UNITED TECHNOLOGIES CORP, 74131 SH | $74,131 | $74,131 |
| US BANCORP, 315779 SH | $315,779 | $315,779 |
| VERIZON COMMUNICATIONS, 492060 SH | $492,060 | $492,060 |
| VF CORP, 186763 SH | $186,763 | $186,763 |
| VISA INC, 527623 SH | $527,623 | $527,623 |
| WALGREENS BOOTS ALLIANCE INC, 236606 SH | $236,606 | $236,606 |
| WASTE MGMT INC DEL, 296866 SH | $296,866 | $296,866 |
| WELLS FARGO CO, 184480 SH | $184,480 | $184,480 |
| WELLTOWER INC, 328837 SH | $328,837 | $328,837 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPLIES | $200 | $0 | $200 |
| INSURANCE | $1,806 | $0 | $1,806 |
| ADR FEES | $18 | $18 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| MUTUAL FUND SERVICE FEE CREDIT | $174 | $174 | $174 |
| FEDERAL EXCISE TAX REFUND | $5,156 | $5,156 | |
| DISCOVER CARD REBATE | $8 | $8 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $4,496,836 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $206,394 | Amt |
| Net Investment Income | $185,755 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,639 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $4,741 | $0 | $0 |
| FOREIGN TAXES | $860 | $860 | $0 |
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