THE ROBERT J KAHN FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- THE ROBERT J KAHN FOUNDATION (EIN 25-6667083)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-10
- IRS object ID
- 202001929349100800
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- General Explanation Attachment
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T07:43:02-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 I BLACKMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2154967250 | PhoneNum |
| Signature | 2020-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID A KAPLAN CPA CPA | PreparerPersonNm |
| PTIN | P00370348 | PTIN |
| Phone | 2153558000 | 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 | $9,044,873 | 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 | $259,383 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $259,383 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $390,677 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,067,269 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $390,677 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $650,060 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $650,060 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $95,700 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $95,700 | CompOfcrDirTrstNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $18,008 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $18,008 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $9,750 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $31,198 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $31,198 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $154,656 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $154,656 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $736,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $736,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $890,656 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $154,656 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $736,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$240,596 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $495,404 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $48,792 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $84,925 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $84,925 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $9,236,677 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,960,048 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $8,959,948 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $9,285,469 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,044,973 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $9,044,873 | 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 | $9,285,347 | RetainedEarningBOYAmt |
| Retained Earning EOY | $9,044,751 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,285,347 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,044,751 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,285,469 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,044,873 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,285,347 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$240,596 | ExcessRevenueOverExpensesAmt |
| Subtotal | $9,044,751 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $9,044,751 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (50 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 152 SH VANGUARD EXPLORER FUND ADMIRAL | P | 2015-08-06 | 2019-05-22 | $13,983 | $8,008 | $5,975 | $5,975 |
| 127 SH VANGUARD EXPLORER FUND ADMIRAL | P | 2015-08-06 | 2019-08-09 | $12,000 | $6,682 | $5,318 | $5,318 |
| 5423 SH VANGUARD INTERMEDIATE- TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-03-25 | $52,500 | $47,185 | $5,315 | $5,315 |
| 2767 SH VANGUARD INTERMEDIATE- TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-05-22 | $26,868 | $24,073 | $2,795 | $2,795 |
| 4527 SH VANGUARD INTERMEDIATE- TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-08-09 | $45,500 | $39,388 | $6,112 | $6,112 |
| 1984 SH VANGUARD INTERMEDIATE- TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-01 | $20,000 | $17,262 | $2,738 | $2,738 |
| 4418 SH VANGUARD INTERMEDIATE- TERM TREASURY FUND ADMIRA | P | 2015-08-06 | 2019-03-25 | $49,000 | $49,972 | -$972 | -$972 |
| 1985 SH VANGUARD INTERMEDIATE- TERM TREASURY FUND ADMIRA | P | 2015-08-06 | 2019-05-22 | $22,035 | $22,452 | -$417 | -$417 |
| 3656 SH VANGUARD INTERMEDIATE- TERM TREASURY FUND ADMIRA | P | 2015-08-06 | 2019-08-09 | $41,900 | $41,352 | $548 | $548 |
| 1566 SH VANGUARD INTERMEDIATE- TERM TREASURY FUND ADMIRA | P | 2015-08-06 | 2019-10-01 | $18,000 | $17,718 | $282 | $282 |
| 389 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-02-13 | $4,088 | $4,189 | -$101 | -$101 |
| 120 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-02-13 | $1,264 | $1,295 | -$31 | -$31 |
| 2407 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-03-25 | $25,500 | $25,909 | -$409 | -$409 |
| 530 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-05-07 | $5,623 | $5,713 | -$90 | -$90 |
| 2884 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-05-22 | $30,604 | $31,036 | -$432 | -$432 |
| 524 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-08-07 | $5,648 | $5,648 | ||
| 1953 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-08-09 | $21,000 | $21,020 | -$20 | -$20 |
| 472 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-01 | $5,074 | $5,079 | -$5 | -$5 |
| 59 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-01 | $643 | $643 | ||
| 99 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-01 | $1,073 | $1,073 | ||
| 289 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-01 | $3,111 | $3,111 | ||
| 1356 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-01 | $14,577 | $14,740 | -$163 | -$163 |
| 254 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-01 | $2,736 | $2,756 | -$20 | -$20 |
| 73 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-01 | $787 | $793 | -$6 | -$6 |
| 508 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-25 | $5,455 | $5,506 | -$51 | -$51 |
| 12 SH VANGUARD SHORT-TERM INV GRADE ADMIRAL | P | 2015-08-06 | 2019-10-25 | $131 | $132 | -$1 | -$1 |
| 1 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-03-25 | $12 | $12 | ||
| 39 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-03-25 | $418 | $427 | -$9 | -$9 |
| 41 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-03-25 | $433 | $442 | -$9 | -$9 |
| 2 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-03-25 | $30 | $31 | -$1 | -$1 |
| 12 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-03-25 | $136 | $138 | -$2 | -$2 |
| 5 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-03-25 | $60 | $61 | -$1 | -$1 |
| 2 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-03-25 | $30 | $31 | -$1 | -$1 |
| 10 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-03-25 | $106 | $107 | -$1 | -$1 |
| 2069 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-03-25 | $21,775 | $22,169 | -$394 | -$394 |
| 3057 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-05-22 | $32,137 | $32,749 | -$612 | -$612 |
| 1977 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-08-09 | $21,000 | $21,178 | -$178 | -$178 |
| 2356 SH VANGUARD SHORT-TERM TREASURY FUND ADMIRAL | P | 2015-08-06 | 2019-10-01 | $25,000 | $25,236 | -$236 | -$236 |
| 47 SH VANGUARD STRATEGIC EQUITY FUND | P | 2015-08-06 | 2019-05-22 | $1,466 | $693 | $773 | $773 |
| 158 SH VANGUARD STRATEGIC EQUITY FUND | P | 2015-08-06 | 2019-08-09 | $5,000 | $2,325 | $2,675 | $2,675 |
| 159 SH VANGUARD STRATEGIC EQUITY FUND | P | 2015-08-06 | 2019-10-01 | $5,000 | $2,342 | $2,658 | $2,658 |
| 1373 SH VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL | P | 2015-08-06 | 2019-05-22 | $97,633 | $34,673 | $62,960 | $62,960 |
| 808 SH VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL | P | 2015-08-06 | 2019-08-09 | $58,600 | $20,417 | $38,183 | $38,183 |
| 970 SH VANGUARD TOTAL STOCK MARKET INDEX FUND ADMIRAL | P | 2015-08-06 | 2019-10-01 | $70,400 | $24,502 | $45,898 | $45,898 |
| 581 SH VANGUARD US GROWTH FUND ADMIRAL | P | 2015-08-06 | 2019-05-22 | $59,773 | $26,836 | $32,937 | $32,937 |
| 320 SH VANGUARD US GROWTH FUND ADMIRAL | P | 2015-08-06 | 2019-08-09 | $34,000 | $14,794 | $19,206 | $19,206 |
| 248 SH VANGUARD WINDSOR II FUND ADMIRAL | P | 2015-08-06 | 2019-05-22 | $15,501 | $11,667 | $3,834 | $3,834 |
| 175 SH VANGUARD WINDSOR II FUND ADMIRAL | P | 2015-08-06 | 2019-08-09 | $11,000 | $8,211 | $2,789 | $2,789 |
| 529 SH VANGUARD WINDSOR II FUND ADMIRAL | P | 2015-08-06 | 2019-10-01 | $33,600 | $24,816 | $8,784 | $8,784 |
| CAPITAL GAIN DIVIDENDS | P | $145,059 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $390,677 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $672,653 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,026,908 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.055929 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $695,914 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,955,463 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.058209 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $650,088 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,695,001 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.055587 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $590,324 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,940,733 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.049438 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $521,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $12,212,916 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04266 | DistributionYr5Rt |
| Total Distribution | 0.261823 | TotalDistributionRt |
| Average Distribution | 0.052365 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,723,623 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $613,908 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,954 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $618,862 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $736,000 | 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 | $4,954 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,954 | SubtotalAmt |
| Tax Based On Investment Income | $4,954 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,396 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $10,396 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,442 | OverpaymentAmt |
| Applied To ES Tax | $5,442 | 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 |
| Business Holdings | false | BusinessHoldingsInd |
| 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 | $95,700 | 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 | $11,771,191 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $130,964 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,902,155 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,902,155 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,532 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,723,623 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $586,181 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $586,181 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,954 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,954 | TotalTaxAmt |
| Distributable Before Adj | $581,227 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $581,227 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $581,227 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $736,000 | 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 | $736,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,954 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $731,046 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $581,227 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $316,384 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $1,627 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $736,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $316,384 | AppliedToYear1Amt |
| Applied To Prior Years | $1,627 | AppliedToPriorYearsAmt |
| Applied To Current Year | $417,989 | 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 |
| Undistributed Income CY | $163,238 | 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 (22 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| JUVENILE DIABETES RESEARCH FOUNDATION | ||||||
| 225 CITY LINE AVENUE SUITE 104 | BALA CYNWYD | PA | 19004 | CHARITABLE ACTIVITIES | $10,000 | |
| JEFFERSON MEDICAL COLLEGE | ||||||
| 1025 WALNUT STREET | PHILADELPHIA | PA | 19107 | CHARITABLE ACTIVITIES | $25,000 | ROOM 108B |
| ALEX'S LEMONADE STAND | ||||||
| 333 LANCASTER AVENUE 414 | WYNNEWOOD | PA | 19096 | CHARITABLE ACTIVITIES | $1,000 | |
| TRUSTEES OF UNI OF PENNSYLVANIA DEPT OF MEDICINE | ||||||
| UNIVERSITY OF PENNSYLVANIA HEALTH S | PHILADELPHIA | PA | 191044283 | CHARITABLE ACTIVITIES | $20,000 | 3400 SPRUCE STREET 100 CENTREX |
| MEMORIAL SLOANE-KETTERING CANCER CENTER | ||||||
| 633 THIRD AVENUE - 28TH FLOOR | NEW YORK | NY | 10017 | CHARITABLE ACTIVITIES | $20,000 | |
| THE CHILDREN'S HOSPITAL OF PENNSYLVANIA | ||||||
| 34TH STREET CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | CHARITABLE ACTIVITIES | $40,000 | 6TH FLOOR THE WOOD BUILDING |
| NYU LANGONE MEDICAL CENTER OFFICE OF DEVELOPMENT | ||||||
| ONE PARK AVENUE FLOOR 17 | 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 | $230,000 | ROOM 812 |
| FRIENDS OF THE WISSAHICKON | ||||||
| 8708 GERMANTOWN AVENUE | PHILADELPHIA | PA | 19118 | CHARITABLE ACTIVITIES | $5,000 | |
| THE FOUNDATION FOR PRADER-WILLI RESEARCH | ||||||
| 5455 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | 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 |
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | ||||||
| 615 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | CHARITABLE ACTIVITIES | $10,000 | |
| RUTGERS UNIVERSITY FOUNDATION | ||||||
| RWJMS PEDIATRIC EMERGENCY MEDICINE | NEW BRUNSWICK | NJ | 08901 | CHARITABLE ACTIVITIES | $20,000 | 335 GEORGE STREET SUITE 4000 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3737 MARKET STREET SUITE 801 | PHIULADELPHIA | PA | 19104 | CHARITABLE ACTIVITIES | $15,000 | |
| BRYN MAWR HOSPITAL | ||||||
| 130 S BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | CHARITABLE ACTIVITIES | $15,000 | |
| UNIVERSITY OF WISCONSIN FOUNDATION | ||||||
| 1848 UNIVERSITY AVENUE | MADISON | WI | 53726 | CHARITABLE ACTIVITIES | $10,000 | |
| TRUSTEES OF UNI OF PENNSYLVANIA DEPT OF MEDICINE ( | ||||||
| 3400 SPRUCE STREET | PHILADELPHIA | PA | 19107 | CHARITABLE ACTIVITIES | $150,000 | |
| GLOBAL DERMATOLOGY FUND (ROTH) | ||||||
| 250 KING OF PRUSSIA SUITE 2B | RADNOR | PA | 19087 | CHARITABLE ACTIVITIES | $10,000 | |
| UNIVERSITY OF PENNSYLVANIA | ||||||
| 21 N 39TH STREET | PHILADELPHIA | PA | 19104 | CHARITABLE ACTIVITIES | $30,000 | |
| MD ANDERSON CANCER CENTER | ||||||
| 1515 HOLCOMBE BLVD | HOUSTON | TX | 77030 | CHARITABLE ACTIVITIES | $10,000 | |
| THE ROBERT J KAHN FOUNDATION INC | ||||||
| 1118 ST ANDREWS ROAD | BRYN MAWR | PA | 19010 | CHARITABLE ACTIVITIES | $25,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $736,000 | 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 | $259,383 | 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 | $390,677 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIP | Desc |
| Exclusion | 16 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $650,060 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $650,060 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | VOYNOW BAYARD WHTYE AND CO LLP | CategoryTxt |
| Amt | $9,750 | Amt |
| Net Investment Income | $9,750 | NetInvestmentIncomeAmt |
Depreciation Schedule DepreciationSchedule
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DISTRIBUTION INCOME ELECTION | 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 | $622,702 | $622,702 |
| WINDSOR II FUND ADM | AT COST | $928,382 | $928,382 |
| VAN TOTAL STOCK MARKET IDX | AT COST | $1,067,015 | $1,067,015 |
| VANGUARD EXPLORER FUND | AT COST | $367,901 | $367,901 |
| VANGUARD STRATEGIC EQUITY FUND | AT COST | $292,832 | $292,832 |
| VAN INT-TERM INV GRADE FUND | AT COST | $1,100,365 | $1,100,365 |
| VAN ST INV GRADE ADMIRAL FUND | AT COST | $1,722,495 | $1,722,495 |
| VAN ST TREASURY FUND | AT COST | $1,734,678 | $1,734,678 |
| VAN INTER TERM TREASURY FUND | AT COST | $1,123,578 | $1,123,578 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | KLEINBARD BELL BRECKER LLP | CategoryTxt |
| Legal Fees | $18,008 | LegalFeesAmt |
| Net Investment Income | $18,008 | NetInvestmentIncomeAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| INVESTMENT BROKER FEE | $23,182 | $23,182 |
| ADMINISTRATIVE EXPENSES | $8,016 | $8,016 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INCOME FROM PARTNERSHIPS | Desc |
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 |
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