ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL (EIN 23-6260105)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-08-31
- IRS object ID
- 202012449349100506
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-08-31T09:13:48-05:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232749044 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEE BERGVALL & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 754 | AddressLine1Txt |
| City | WARRINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189760754 | 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 | 236260105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM AND MARIA SARAH SEYBERT | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTION FOR POOR BOYS AND GIRLS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAM | BusinessNameControlTxt |
| Phone | 2158218144 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52758 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19115 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MATTHEW A GRANDE | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2158218144 | PhoneNum |
| Signature | 2020-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA BERGVALL CPA | PreparerPersonNm |
| PTIN | P00133440 | PTIN |
| Phone | 2153432727 | PhoneNum |
| Preparation | 2020-08-31 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.162.146.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-08-31 | IPDt |
| IP Tm | 09:13:48 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ADA54300CD633AA7B297F93BEF4AA532A727BC98 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | ADA54300CD633AA7B297F93BEF4AA532A727BC98 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,587,928 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $261,990 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $261,990 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $485,389 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,285,241 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $485,389 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $747,382 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $747,382 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $10,816 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $10,816 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,950 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,238 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,712 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $94,139 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $32,639 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $61,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,233 | TaxesRevAndExpnssAmt |
| Trav Conf Meeting Rev And Expnss | $718 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $718 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,573 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $695 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,878 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $162,429 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $34,572 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $83,624 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $272,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $272,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $434,929 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $34,572 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $356,124 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $312,453 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $712,810 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,019 | CashBOYAmt |
| Cash EOY | $19,811 | CashEOYAmt |
| Cash EOYFMV | $19,811 | CashEOYFMVAmt |
| Corporate Stock BOY | $5,549,056 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,814,989 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,415,530 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,045,395 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $3,076,123 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $3,152,587 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,598,470 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,910,923 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,587,928 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $8,598,470 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $8,910,923 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,598,470 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,910,923 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,598,470 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,910,923 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,598,470 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $312,453 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,910,923 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,910,923 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $3,281,091 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,799,852 | CostOrOtherBasisAmt |
| Gain Or Loss | $481,239 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $481,239 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $485,389 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $481,239 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $366,638 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,776,416 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.037502 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $543,388 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,359,976 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064999 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $363,889 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,634,149 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054851 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $331,792 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,902,435 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.048069 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $353,999 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,964,928 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050826 | DistributionYr5Rt |
| Total Distribution | 0.256247 | TotalDistributionRt |
| Average Distribution | 0.051249 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,932,076 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $509,009 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,128 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $516,137 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $356,124 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,256 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $14,256 | SubtotalAmt |
| Tax Based On Investment Income | $14,256 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,531 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $25,531 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,275 | OverpaymentAmt |
| Applied To ES Tax | $11,275 | 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 |
| Website Address | WWW.SEYBERTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | THERESA JACKSON | IndividualWithBooksNm |
| Phone | 2158218144 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4032 W MORELAND AVENUE | AddressLine1Txt |
| City | HATBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19040 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| 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 |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 (10 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 |
|---|---|---|---|---|---|---|---|---|
| OBINNA I ABARA ESQ | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | PRESIDENT | 1.50 | $0 | $0 | $0 |
| MARISSA MEYERS | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | VICE PRESIDE | 1.00 | $0 | $0 | $0 |
| CATHERINE LAVIGNE | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | SECRETARY | 1.00 | $0 | $0 | $0 |
| MATTHEW A GRANDE | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | TREASURER | 1.00 | $0 | $0 | $0 |
| NOOR BOWMAN | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LANDON JONES ESQ | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| MIGUEL MOREL | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CICELY PETERSON-MANGUM ESQ | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| RICHARDSON SEDMAK | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| DEEPA VASUDEVAN | ||||||||
| PO BOX 52758 | PHILADELPHIA | PA | 19115 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THERESA JACKSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4032 W MORELAND AVENUE | AddressLine1Txt |
| City | HATBORO | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19040 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MGMT SERVICES | ServiceTypeTxt |
| Compensation | $58,333 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,041,111 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $42,215 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,083,326 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $10,083,326 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $151,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,932,076 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $496,604 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $496,604 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,256 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,256 | TotalTaxAmt |
| Distributable Before Adj | $482,348 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $482,348 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $482,348 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $356,124 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $356,124 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $356,124 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $482,348 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $84,161 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $84,161 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $356,124 | QualifyingDistributionsAmt |
| Applied To Current Year | $356,124 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $84,161 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $84,161 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $42,063 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THERESA JACKSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 52758 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19115 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2158218144 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE FOR GRANT FORMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT DUE DATES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED TO THE BENEFIT OF POOR BOYS AND GIRLS RESIDING IN PHILADELPHIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ADVOCATE CENTER FOR CULTURE AND EDU | ||||||
| 1801 W DIAMOND ST | PHILADELPHIA | PA | 19121 | PC | GENERAL OPERATING | $10,000 |
| AFTER SCHOOL ACTIVITIES PARTNERSHIP | ||||||
| 1520 LOCUST ST | PHILADELPHIA | PA | 19102 | PC | GENERAL OPERATING | $10,000 |
| ARTISTAS Y MUSICOS LATINO AMERICANO | ||||||
| 4261 N 5TH ST | PHILADELPHIA | PA | 19140 | PC | GENERAL OPERATING | $10,000 |
| THE ATTIC YOUTH CENTER | ||||||
| 255 S 16TH ST | PHILADELPHIA | PA | 19102 | PC | GENERAL OPERATING | $10,000 |
| BIG PICTURE ALLIANCE | ||||||
| 4732 STENTON AVE | PHILADELPHIA | PA | 19144 | PC | GENERAL OPERATING | $10,000 |
| BUILDABRIDGE INTERNATIONAL | ||||||
| 205 W TULPEHOCKEN ST | PHILADELPHIA | PA | 19144 | PC | GENERAL OPERATING | $10,000 |
| CENTER FOR GRIEVING CHILDREN TEENS | ||||||
| 1139 LUZERNE ST | PHILADELPHIA | PA | 19124 | PC | GENERAL OPERATING | $10,000 |
| CENTRO NUEVA CREACION | ||||||
| 185 WEST TIOGA STREET | PHILADELPHIA | PA | 19140 | PC | GENERAL OPERATING | $10,000 |
| CODED BY KIDS | ||||||
| 3675 MARKET STREET SUITE | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING | $10,000 |
| COURT APPOINTED SPECIAL ADVOCATES | ||||||
| 1940 BRANDYWINE ST | PHILADELPHIA | PA | 19130 | PC | GENERAL OPERATING | $10,000 |
| FOOD MOXIE | ||||||
| 559 CARPENTER LANE | PHILADELPHIA | PA | 19119 | PC | GENERAL OPERATING | $10,000 |
| INN DWELLING | ||||||
| 109 E PRICE ST | PHILADELPHIA | PA | 19144 | PC | GENERAL OPERATING | $10,000 |
| LIVECONNECTIONSORG | ||||||
| 3025 WALNUT ST | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING | $10,000 |
| MIGHTY WRITERS | ||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | PC | GENERAL OPERATING | $10,000 |
| MUSICOPIA | ||||||
| 2001 MARKET STREET SUITE | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $10,000 |
| NW PHILA INTERFAITH HOSPITALITY NET | ||||||
| 7047 GERMANTOWN AVE | PHILADELPHIA | PA | 19119 | PC | GENERAL OPERATING | $10,000 |
| ONE HOUSE AT A TIME | ||||||
| 411 SUSQUEHANNA ROAD | AMBLER | PA | 19002 | PC | GENERAL OPERATING | $10,000 |
| PHILADELPHIA YOUNG PLAYWRIGHTS | ||||||
| 1709 BENJAMIN FRANKLIN PA | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $10,000 |
| PHILADELPHIA YOUTH BASKETBALL INC | ||||||
| 1735 MARKET STREET 50TH | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $10,000 |
| PLAYWORKS EDUCATION ENERGIZED | ||||||
| 1518 WALNUT ST PENTHOUSE | PHILADELPHIA | PA | 19102 | PC | GENERAL OPERATING | $10,000 |
| PROVIDENCE CENTER | ||||||
| 2635 NORTH 4TH ST | PHILADELPHIA | PA | 19133 | PC | GENERAL OPERATING | $10,000 |
| SPARK PROGRAM INC FOR SPARK PHILA | ||||||
| 1501 CHERRY ST | PHILADELPHIA | PA | 19102 | PC | GENERAL OPERATING | $10,000 |
| SQUASHSMARTS INC | ||||||
| C/O LENFEST CENTER 3890 N | PHILADELPHIA | PA | 19140 | PC | GENERAL OPERATING | $10,000 |
| WAGNER FREE INSTITUTE OF SCIENCE | ||||||
| 1700 W MONTGOMERY AVE | PHILADELPHIA | PA | 19121 | SCHOOL | GENERAL OPERATING | $10,000 |
| W PHILA ALLIANCE FOR CHILDREN | ||||||
| 3603 HAMILTON STREET | PHILADELPHIA | PA | 19104 | PC | GENERAL OPERATING | $10,000 |
| YES ANDCOLLABORATIVE ARTS IMAGI | ||||||
| 21 W WASHINGTON LANE | PHILADELPHIA | PA | 19144 | PC | GENERAL OPERATING | $10,000 |
| YOUTH SENTENCING & RE-ENTRY PROJECT | ||||||
| 123 S BROAD STREET 24TH | PHILADELPHIA | PA | 19109 | PC | GENERAL OPERATING | $12,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $272,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $261,990 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $485,389 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $747,382 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $747,382 | 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 | TAX PREPARATION 990PF | CategoryTxt |
| Amt | $4,950 | Amt |
| Net Investment Income | $1,238 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,712 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | MUTUAL FUNDS | BondNm |
| EOY Book Value | $3,076,123 | EOYBookValueAmt |
| EOYFMV | $3,152,587 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MUTUAL FUNDS | StockNm |
| EOY Book Value | $5,814,989 | EOYBookValueAmt |
| EOYFMV | $7,415,530 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $10,816 | LegalFeesAmt |
| Disbursements Charitable Prps | $10,816 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| EXPENSES | |||
| INSURANCE | $1,507 | $1,507 | |
| MISCELLANEOUS | $385 | $133 | $252 |
| ADMINISTRATIVE EXPENSES | $4,431 | $3,988 | $443 |
| MEMBERSHIP DUES | $1,250 | $1,250 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $68,333 | $6,833 | $61,500 |
| INVESTMENT FEES | $25,806 | $25,806 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $44,233 | Amt |
Comments