BETA

MOSI FOUNDATION: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
MOSI FOUNDATION (EIN 74-3071480)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-07-11
IRS object ID
202011939349100601
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 ReturnHeader

FieldValueIRS element (for citing)
Return2020-07-11T08:28:39-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263838358PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BRINKER SIMPSON & COMPANY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1940 W SPROUL RD STE 101AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190641211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN743071480EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MOSI FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlMOSIBusinessNameControlTxt
Phone6105201278PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line174 PASTURE LANE APT 114AddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD A ISOMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6103971628PhoneNum
Signature2020-06-18SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT B SIMPSON CPAPreparerPersonNm
PTINP00114160PTIN
Phone6105445900PhoneNum
Preparation2020-07-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address144.202.206.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-07-11IPDt
IP Tm08:28:39IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD79EFCFFDA45BAE38CA33AC15AF2BBC1059BF793AtSubmissionCreationDeviceId
At Submission Filing Device IdD79EFCFFDA45BAE38CA33AC15AF2BBC1059BF793AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,753,377FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$496,867ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$73,364InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$73,364InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$73,364InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$100,116DividendsRevAndExpnssAmt
Dividends Net Invst Incm$100,116DividendsNetInvstIncmAmt
Dividends Adj Net Incm$100,116DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$42,527NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$474,471GrossSalesPriceAmt
Total Rev And Expnss$712,874TotalRevAndExpnssAmt
Total Net Invst Incm$173,480TotalNetInvstIncmAmt
Total Adj Net Incm$173,480TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Accounting Fees Rev And Expnss$4,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$4,000AccountingFeesNetInvstIncmAmt
Accounting Fees Adj Net Incm$4,000AccountingFeesAdjNetIncmAmt
Other Prof Fees Rev And Expnss$31,001OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$31,001OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$31,001OtherProfFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$300OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$300OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$300OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$50,301TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$35,301TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$35,301TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$831,975ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$831,975ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$882,276TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$35,301TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$35,301TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$831,975TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$169,402ExcessRevenueOverExpensesAmt
Net Investment Income$138,179NetInvestmentIncomeAmt
Adjusted Net Income$138,179AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$97,321CashBOYAmt
Cash EOY$565,680CashEOYAmt
Cash EOYFMV$565,680CashEOYFMVAmt
Corporate Stock BOY$1,000,681CorporateStockBOYAmt
Corporate Stock EOY$1,050,470CorporateStockEOYAmt
Corporate Stock EOYFMV$3,197,310CorporateStockEOYFMVAmt
Corporate Bonds BOY$749,952CorporateBondsBOYAmt
Corporate Bonds EOY$550,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$570,350CorporateBondsEOYFMVAmt
Other Investments BOY$494,500OtherInvestmentsBOYAmt
Other Investments EOY$375,429OtherInvestmentsEOYAmt
Other Investments EOYFMV$420,037OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,342,454TotalAssetsBOYAmt
Total Assets EOY$2,541,579TotalAssetsEOYAmt
Total Assets EOYFMV$4,753,377TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,342,454RetainedEarningBOYAmt
Retained Earning EOY$2,541,579RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,342,454TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,541,579TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,342,454TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,541,579TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,342,454TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$169,402ExcessRevenueOverExpensesAmt
Other Increases$368,527OtherIncreasesAmt
Subtotal$2,541,579SubtotalAmt
Tot Net Ast Or Fund Balances EOY$2,541,579TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$687,133AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$638,633AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$691,188AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$390,764AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$418,914AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,382NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$1,382AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$831,975QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,382InvestmentIncomeExciseTaxAmt
Subtotal$1,382SubtotalAmt
Tax Based On Investment Income$1,382TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$289EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$289TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$16EsPenaltyAmt
Tax Due$1,109TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationYes (true)PrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksGERALD A ISOMIndividualWithBooksNm
Phone6105201278PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line174 PASTURE LANE 114AddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD A ISOM
74 PASTURE LANE 114BRYN MAWRPA19010PRESIDENT5.00$0$0$0
JANA L DE LEON
1204 LEMONTON COURTGULPH MILLSPA19428SECRETARY5.00$5,000$0$0
JENNIFER O'MALLEY
222 BERWIND ROADRADNORPA19087TREASURER5.00$5,000$0$0
KAREN M SCHMID
722 MONTGOMERY STREET 202SAN FRANCISCOCA94111VICE PRESIDE5.00$5,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO PROVIDE FUNDING FOR THE FOUNDATION'S VARIOUS CHARITABLE ENDEAVORS.Description1Txt
Expenses1$831,975Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$0AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$0AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$0TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$0AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$0CashDeemedCharitableAmt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Minimum Investment Return$0MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Sect4942j3j5 Fndtn And Frgn OrgYes (X)Sect4942j3j5FndtnAndFrgnOrgInd

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$831,975ExpensesAndContributionsAmt
Qualifying Distributions$831,975QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,382PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$830,593AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$831,975QualifyingDistributionsAmt
Remaining Distri From Corpus$831,975RemainingDistriFromCorpusAmt
Total Corpus$831,975TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

FieldValueIRS element (for citing)
Current Year$0CurrentYearAmt
Total$0TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$831,975CurrentYearAmt
Year1$687,930Year1Amt
Year2$639,639Year2Amt
Year3$692,031Year3Amt
Total$2,851,575TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$831,975CurrentYearAmt
Year1$687,930Year1Amt
Year2$639,639Year2Amt
Year3$692,031Year3Amt
Total$2,851,575TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGERALD ISOMContributingManagerNm
Contributing ManagerJANA DELEONContributingManagerNm
Contributing ManagerMATTHEW JENNIFER O'MALLEYContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (26 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABRAMSON CANCER CENTER
ABRAMSON CANCER CENTER421 CURIE BLVD421 CURIE BLVDPHILADELPHIAPA19104CHARITABLE PURPOSES$10,593
AIM
AIM1200 RIVER ROAD1200 RIVER ROADCONSHOHOCKENPA19428CHARITABLE PURPOSES$2,500
THE BALDWIN SCHOOL
THE BALDWIN SCHOOL701 MONTGOMERY AVE701 MONTGOMERY AVEBRYN MAWRPA19010CHARITABLE PURPOSES$5,000
BRYN MAWR HOSPITAL FOUNDA
BRYN MAWR HOSPITAL FOUNDATION130 S BRYN MAWR AVE130 S BRYN MAWR AVEBRYN MAWRPA19010CHARITABLE PURPOSES$8,094
BRYN MAWR HOSPITAL FOUNDA
BRYN MAWR HOSPITAL FOUNDATION130 S BRYN MAWR AVE130 S BRYN MAWR AVEBRYN MAWRPA19010CHARITABLE PURPOSES$12,088
CENTER FOR FURNITURE CRAFTSMENSHIP
CENTER FOR FURNITURE CRAFTSMANSHIP25 MILL STREET25 MILL STREETROCKPORTME04856CHARITABLE PURPOSES$5,000
CHILDREN'S HOSPITAL OF PHILADELPHIA
CHILDREN'S HOSPITAL OF PHILADELPHIA3401 CIVIC CENTER BLVD3401 CIVIC CENTER BLVDPHILADELPHIAPA19104CHARITABLE PURPOSES$5,000
COMMUNITY COLLEGE OF PHILADELPHIA
COMMUNITY COLLEGE OF PHILADELPHIA1700 SPRING GARDEN1700 SPRING GARDENPHILADELPHIAPA19130CHARITABLE PURPOSES$5,000
DELAWARE CHRISTIAN CAMP
DELAWARE CHRISTIAN CAMP33 CAMP ROAD33 CAMP ROADDOUGLASSVILLEPA19518CHARITABLE PURPOSES$17,463
DELAWARE CHRISTIAN CAMP
DELAWARE CHRISTIAN CAMP33 CAMP ROAD33 CAMP ROADDOUGLASSVILLEPA19518CHARITABLE PURPOSES$9,472
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$74,907
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$120,694
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$311,433
FRENCH AMERICAN INT'L SCHOOL
FRENCH AMERICAN INT'L SCHOOL150 OAK ST150 OAK STSAN FRANCISCOCA94102CHARITABLE PURPOSES$26,980
FRENCH AMERICAN INT'L SCHOOL
FRENCH AMERICAN INT'L SCHOOL150 OAK ST150 OAK STSAN FRANCISCOCA94102CHARITABLE PURPOSES$8,311
PEPPERDINE UNIVERSITY
PEPPERDINE UNIVERSITY24255 PACIFIC COAST HWY24255 PACIFIC COAST HWYMALIBUCA90263CHARITABLE PURPOSES$15,100
POINTS NORTH INSTITUTE
POINTS NORTH INSTITUTEPO BOX 836PO BOX 839CAMDENME04843CHARITABLE PURPOSES$5,000
ROCHESTER COLLEGE
ROCHESTER COLLEGE800 W AVON RD800 W AVON RDROCHESTER HILLSMI48307CHARITABLE PURPOSES$85,618
ROCHESTER COLLEGE
ROCHESTER COLLEGE800 W AVON RD800 W AVON RDROCHESTER HILLSMI48307CHARITABLE PURPOSES$15,100
SUSQUEHANNA UNIVERSITY
SUSQUEHANNA UNIVERSITY514 UNIVERSITY AVE514 UNIVERSITY AVESELINSGROVEPA17870CHARITABLE PURPOSES$10,577
THE FRANKLIN INSTITUTE
THE FRANKLIN INSTITUTE222 N 20TH ST222 N 20TH STPHILADELPHIAPA19103CHARITABLE PURPOSES$26,980
THE FRANKLIN INSTITUTE
THE FRANKLIN INSTITUTE222 N 20TH ST222 N 20TH STPHILADELPHIAPA19103CHARITABLE PURPOSES$8,311
THE SHIPLEY SCHOOL
THE SHIPLEY SCHOOL814 YARROW ST814 YARROW STBRYN MAWRPA19010CHARITABLE PURPOSES$18,039
THE SHIPLEY SCHOOL
THE SHIPLEY SCHOOL814 YARROW ST814 YARROW STBRYN MAWRPA19010CHARITABLE PURPOSES$4,533
UNIVERSITY OF PENN
UNIVERSITY OF PENN3451 WALNUT STREETSUITE 305PHILADELPHIAPA19104CHARITABLE PURPOSES$8,094
UNIVERSITY OF PENN
UNIVERSITY OF PENN3451 WALNUT STREETSUITE 305PHILADELPHIAPA19104CHARITABLE PURPOSES$12,088
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$831,975TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$73,364RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$100,116RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$42,527RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$216,007RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$216,007TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

FieldValueIRS element (for citing)
Line Number3LineNumberTxt
Relationship StatementREVENUE ULTIMATELY INCREASED FUND BALANCE, AND IN THE PROCESS, WILL DIRECTLY RESULT IN LARGER ANNUAL DONATIONSRelationshipStatementTxt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (3 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtAddress Line2ContributorUSAddress/AddressLine2TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtNoncash ContributionNoncashContributionInd
GERALD ISOM
174 PASTURE LANEAPT 114BRYN MAWRPA19010$384,663Yes (X)
MARCO AND JANA DELEON
21204 LEMONTON COURTGULPH MILLSPA19428$56,102Yes (X)
MATTHEW AND JENNIFER O'MALLEY
3222 BERWIND ROADRADNORPA19087$56,102Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (8 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
1300 SHS APPLE, INC.$84,1532019-12-18
3125 SHS APPLE INC.$35,0642019-12-18
1500 SHS MICROSOFT CORP.$77,4152019-12-18
375 SHS APPLE INC.$21,0382019-12-18
11,000 SHS ZIMMER HLDGS.$148,7302019-12-18
1500 SHS ZIMMER HLDGS.$74,3652019-12-18
2175 SHS APPLE INC.$35,0642019-12-18
225 SHS APPLE INC.$21,0382019-12-18

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTAX PREP FEECategoryTxt
Amt$4,000Amt
Net Investment Income$4,000NetInvestmentIncomeAmt
Adjusted Net Income$4,000AdjustedNetIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (7 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
500.0000 EXXON MOBIL CORP2018-04DONATION2019-11$34,208$39,900-$5,692
350.0000 3M COMPANY2018-04DONATION2019-11$58,864$70,046-$11,182
4000.0000 WELLS FARGO REIT2014-12DONATION2019-12$100,000$100,000
500.0000 EXXON MOBIL CORP2013-12DONATION2019-11$34,208$49,780-$15,572
4000.0000 JPMORGAN CHASE & CO2013-02DONATION2019-12$100,000$99,952$48
400.0000 VAREX IMAGING CORP2007-06DONATION2019-10$11,466$4,863$6,603
1000.0000 ZIMMER BIOMET HOLDI2006-09DONATION2019-10$135,725$67,403$68,322

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA CORP 6 NCUM PFD SR G$100,000$99,920
BANK OF AMERICA NONCUM PREF$100,000$109,960
BANK OF AMERICA SER Y NON-CUM PFD ST$100,000$106,270
JP MORGAN CHASE PFD STK SER P
JP MORGAN CHASE SER Y NON CUM PFD ST$100,000$102,320
MORGAN STANLEY NONCUM PFD$50,000$50,000
WELLS FARGO CO NON-CUM PFD CL A$100,000$101,880
WELLS FARGO REIT CUM PFD STOCK SER A

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (27 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M CO COM$50,780$52,918
AMAZON$44,764$46,196
AMGEN INC$61,843$72,321
APPLE INC$113,947$437,539
BERKSHIRE HATHAWAY INC
BLACKROCK INC$52,000$163,378
CATERPILLAR INC$120,091$125,528
CIGNA$31,222$204,490
CISCO SYSTEMS INC$19,711$86,328
COCA COLA$14,477$38,746
DEUTSCHE TELE AG$54,838$81,450
DISNEY (WALT) CO$30,046$218,265
EXXON MOBIL$35,113$34,890
FACEBOOK$2,798$23,604
HOME DEPOT$24,616$181,255
JOHNSON AND JOHNSON$9,158$131,283
MCDONALDS CORP.$16,737$162,041
MICROSOFT CORP.$45,030$315,400
MONDELEZ INTL$19,759$49,829
NXP SEMICONDUCTORS N.V.$44,150$51,054
PHILIP MORRIS INTL INC$42,929$111,276
STRYKER CORP$42,937$42,103
TARGET CORP$33,637$128,210
UNION PACIFIC$5,816$72,316
VAREX IMAGING CORP COM
VARIAN MEDICAL SYSTEMS$35,902$142,010
ZIMMER HOLDINGS INC$98,169$224,880

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHESTERBROOK
WOODLANDS$133,429$133,512
NEWTOWN WALK$242,000$286,525

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
BROKERAGE FEE$300$300$300

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$368,527Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY/BRKG FEESCategoryTxt
Amt$31,001Amt
Net Investment Income$31,001NetInvestmentIncomeAmt
Adjusted Net Income$31,001AdjustedNetIncomeAmt

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