BETA

TOBIN FAMILY FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
TOBIN FAMILY FOUNDATION (EIN 23-6420013)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-04-30
IRS object ID
202001219349100405
Schema version
2019v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-04-30T08:13:22-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 SOUTH 17TH STREET SUITE 710AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236420013EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE TOBIN FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlTOBIBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1945 ROSCOMMON ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON T KESTENBAUMPersonNm
Person TitleMANAGING TRUSTEEPersonTitleTxt
Phone2155708800PhoneNum
Signature2020-04-28SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE MALIMBANPreparerPersonNm
PTINP01372721PTIN
Phone2157654600PhoneNum
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,336,510FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$4,985,000ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$38,348DividendsRevAndExpnssAmt
Dividends Net Invst Incm$37,678DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$32,666NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$366,688GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$32,666CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$5,056,014TotalRevAndExpnssAmt
Total Net Invst Incm$70,344TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$1,668LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$1,668LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$4,500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$2,250AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$2,250AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$395TaxesRevAndExpnssAmt
Taxes Net Invst Incm$395TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$3,004OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$3,004OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$0OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$9,567TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$5,649TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,918TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$346,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$346,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$356,317TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$5,649TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$350,668TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$4,699,697ExcessRevenueOverExpensesAmt
Net Investment Income$64,695NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$27,857CashBOYAmt
Cash EOY$38,433CashEOYAmt
Cash EOYFMV$38,433CashEOYFMVAmt
Sav And Temp Cash Invst EOY$937,128SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$937,128SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$15,000AcctRcvblBOYAmt
US Government Obligations BOY$49,623USGovernmentObligationsBOYAmt
US Government Obligations EOY$597,088USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$597,504USGovtObligationsEOYFMVAmt
Corporate Stock BOY$386,573CorporateStockBOYAmt
Corporate Stock EOY$1,400,208CorporateStockEOYAmt
Corporate Stock EOYFMV$1,484,959CorporateStockEOYFMVAmt
Corporate Bonds BOY$78,617CorporateBondsBOYAmt
Corporate Bonds EOY$2,186,786CorporateBondsEOYAmt
Corporate Bonds EOYFMV$2,183,460CorporateBondsEOYFMVAmt
Other Investments BOY$0OtherInvestmentsBOYAmt
Other Investments EOY$95,189OtherInvestmentsEOYAmt
Other Investments EOYFMV$95,026OtherInvestmentsEOYFMVAmt
Total Assets BOY$557,670TotalAssetsBOYAmt
Total Assets EOY$5,254,832TotalAssetsEOYAmt
Total Assets EOYFMV$5,336,510TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$557,670RetainedEarningBOYAmt
Retained Earning EOY$5,254,832RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$557,670TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,254,832TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$557,670TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,254,832TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$557,670TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$4,699,697ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$5,257,367SubtotalAmt
Other Decreases$2,535OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$5,254,832TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$362,894$334,022$28,872$28,872
CAPITAL GAINS DIVIDENDSP$3,794$3,794$3,794
FieldValueIRS element (for citing)
Capital Gain Net Income$32,666CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$306,338AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$865,166NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.354080DistributionYr1Rt
Adjusted Qlfy Distri Yr2$320,548AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$993,818NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.322542DistributionYr2Rt
Adjusted Qlfy Distri Yr3$352,814AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,110,646NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.317666DistributionYr3Rt
Adjusted Qlfy Distri Yr4$135,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,278,427NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.105599DistributionYr4Rt
Adjusted Qlfy Distri Yr5$70,000AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$1,321,403NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.052974DistributionYr5Rt
Total Distribution1.152861TotalDistributionRt
Average Distribution0.230572AverageDistributionRt
Net Vl Noncharitable Assets$1,614,694NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$372,303AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$647NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$372,950AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$350,668QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,294InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,294SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,294TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$110EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$110TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Tax Due$1,184TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHARON T KESTENBAUMIndividualWithBooksNm
Phone2155708800PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1945 ROSCOMMON ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSHARON T KESTENBAUMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1945 ROSCOMMON ROADAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
TitleSECRETARYTitleTxt
Average Hrs Per Wk Devoted To Pos0.20AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1NOT APPLICABLEDescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1NONEDescription1Txt
Expenses1$0Expenses1Amt
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$975,167AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$664,116AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$1,639,283TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$1,639,283AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$24,589CashDeemedCharitableAmt
Net Vl Noncharitable Assets$1,614,694NetVlNoncharitableAssetsAmt
Minimum Investment Return$80,735MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$80,735MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,294TaxBasedOnInvestmentIncomeAmt
Total Tax$1,294TotalTaxAmt
Distributable Before Adj$79,441DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$79,441DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$79,441DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$350,668ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$350,668QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$0PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$350,668AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$79,441DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$5,333ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$71,685ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$297,750ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$271,085ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$263,764ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$909,617TotalExcessDistributionCyovAmt
Qualifying Distributions$350,668QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$79,441AppliedToCurrentYearAmt
Remaining Distri From Corpus$271,227RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$1,180,844TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$5,333ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$1,175,511ExcessDistriCyovToNextYrAmt
Excess From Year4$71,685ExcessFromYear4Amt
Excess From Year3$297,750ExcessFromYear3Amt
Excess From Year2$271,085ExcessFromYear2Amt
Excess From Year1$263,764ExcessFromYear1Amt
Excess From Current Year$271,227ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S CRISIS TREATMENT CENTER
1080 N DELAWARE AVENUEPHILADELPHIAPA19125PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$10,000
DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVENUEBOSTONMA02215PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$2,000
EMILY'S ENTOURAGE
PO BOX 71MERION STATIONPA19066PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$2,500
GILDA'S CLUB OF SOUTH JERSEY
700 NEW ROADLINWOODNJ08221PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$250
JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREETPHILADELPHIAPA19103PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$50,000
JOHN HOPKINS UNIVERSITY
3400 NORTH CHARLES STREETBALTIMOREMD21218PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$5,000
MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE
1425 HORSHAM RDNORTH WALESPA19454PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$5,000
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY - NMAJH
101 SOUTH INDEPENDENCE MALL EASTPHILADELPHIAPA19106PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$40,000
PALS PROGRAM
PO BOX 843CRANFORDNJ07016PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$5,000
RAYMOND AND RUTH PERELMAN JEWISH DAY SCHOOL
49 HAVERFORD RDWYNNEWOODPA19096PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
SPRING LAKE RANCH
1169 SPRING LAKE ROADCUTTINGSVILLEVT05738PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,000
THE FRANKLIN INSTITIUTE
222 NORTH 20TH STREETPHILADELPHIAPA19103PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY
3601 SPRUCE STREETPHILADELPHIAPA191044265PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$225,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$346,750TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$38,348ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$32,666ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$71,014ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$71,014TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1ESTATE OF FRANCES TOBINBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1C/O MARK S BLASKEY PEPPER HAMILTONAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Total Contributions$4,985,000TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEESCategoryTxt
Amt$4,500Amt
Net Investment Income$2,250NetInvestmentIncomeAmt
Disbursements Charitable Prps$2,250DisbursementsCharitablePrpsAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ISHARES 1-3 YR TREAS BOND ETF$550,751$550,095
ANGEL OAK ULTRASHORT INCOME FUND CLASS INSTL$375,032$374,661
UBS ULTRA SHORT INCOME FUND CLASS P$1,261,003$1,258,704

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (10 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SPDR S&P 500 ETF TR$45,471$74,028
ISHARES CORE S&P MIDCAP ETF$72,803$78,212
ISHARES MSCI EAFE ETF$263,985$271,510
AMERICAN CENTURY INTERNATIONAL OPPS FUND CLASS I$31,505$34,702
ISHARES CORE S&P SMALL-CAP ETF$44,186$47,795
FIRST TR NORTH AMERICAN ENERGY INFRASTRUCTURE FD ETF$208,223$218,704
ISHARES GLOBAL REIT ETF$164,864$166,134
VICTORYSHARES US 500 VOLATILITY WTD ETF$21,174$25,389
BERKSHIRE HATHAWAY INC NEW CL B$276,500$287,655
SPDR BLOOMBERG BARCLAYS$271,497$280,830

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$597,088USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$597,504USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemFIRST EAGLE GLOBAL FUNDS CLASS ICategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$95,189BookValueAmt
EOYFMV$95,026EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryLEGAL FEESCategoryTxt
Legal Fees$1,668LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$1,668DisbursementsCharitablePrpsAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGES IN VALUE OF INVESTMENTSDesc
Amt$2,535Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescBANK FEESDesc
Revenue And Expenses Per Books$3,004RevenueAndExpensesPerBooksAmt
Net Investment Income$3,004NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXES PAIDCategoryTxt
Amt$395Amt
Net Investment Income$395NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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