SAMUEL P MANDELL FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- SAMUEL P MANDELL FOUNDATION (EIN 23-6274709)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-16
- IRS object ID
- 202033219349101673
- 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
- All Oth Prog Rltd Investments Sch
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-16T08:55:29-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 610 W GERMANTOWN PIKE SUITE 400 | AddressLine1Txt |
| City | PLYMOUTH MEETING | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19462 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236274709 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SP MANDELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAMU | BusinessNameControlTxt |
| Phone | 2159793400 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET NO 2920 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MORTON MANDELL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2159793400 | PhoneNum |
| Signature | 2020-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMIE-LYN MARSHALL | PreparerPersonNm |
| PTIN | P01234235 | PTIN |
| Phone | 2156433900 | PhoneNum |
| Preparation | 2020-11-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-13 | IPDt |
| IP Tm | 12:18:02 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 284A20141F24A1B2E218C41F35F9514AD9B453B4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $24,280,541 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
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 | $1,978 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,978 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $785,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $756,770 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,781,757 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,852,349 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,781,757 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,640 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,579,532 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,540,505 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $56,020 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,214 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $16,806 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $87,182 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $87,182 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $44,179 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $9,179 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $578,500 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $289,250 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $289,250 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $49,253 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,188 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $41,065 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $815,134 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $433,013 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $347,121 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,780,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,780,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,595,634 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $433,013 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,127,621 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $983,898 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,107,492 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $369,166 | CashBOYAmt |
| Cash EOY | $14,369 | CashEOYAmt |
| Cash EOYFMV | $14,369 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,000,072 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $157,385 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $157,385 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,101,295 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,101,295 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $15,302,712 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,774,183 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $16,774,183 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $75,140 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $73,410 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $73,410 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $5,299,190 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,159,899 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,159,899 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $22,046,280 | TotalAssetsBOYAmt |
| Total Assets EOY | $24,280,541 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $24,280,541 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $22,046,280 | CapitalStockBOYAmt |
| Capital Stock EOY | $24,280,541 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $22,046,280 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $24,280,541 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $22,046,280 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $24,280,541 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $22,046,280 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $983,898 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,250,363 | OtherIncreasesAmt |
| Subtotal | $24,280,541 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $24,280,541 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $5,843,789 | $3,063,532 | $2,780,257 | $2,780,257 | |
| STATE OF ISRAEL BONDS | $8,560 | $7,060 | $1,500 | $1,500 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,781,757 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,022,808 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $24,991,460 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.080940 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,630,586 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,957,679 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062817 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,455,131 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $24,586,680 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.059184 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,443,494 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $27,155,359 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053157 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,227,648 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,593,473 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042935 | DistributionYr5Rt |
| Total Distribution | 0.299033 | TotalDistributionRt |
| Average Distribution | 0.059807 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $23,195,351 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,387,244 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $31,075 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,418,319 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,127,621 | 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 | $31,075 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,075 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,075 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $47,610 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $47,610 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $16,535 | OverpaymentAmt |
| Applied To ES Tax | $16,535 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MORTON MANDELL TRUSTEE | IndividualWithBooksNm |
| Phone | 2159793400 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET SUITE 3220 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 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 |
|---|---|---|---|---|---|---|---|---|
| MORTON MANDELL | ||||||||
| 3779 COVENTRY LANE | BOCA RATON | FL | 33496 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| GERALD MANDELL | ||||||||
| 4625 N BORGATELLO LANE | PHOENIX | AZ | 85018 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| JUDITH MANDELL | ||||||||
| 2355 NW 53RD STREET | BOCA RATON | FL | 33496 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| MIRIAM MANDELL | ||||||||
| 237 S 18TH STREET | PHILADELPHIA | PA | 19103 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| ROBIN S GREEN | ||||||||
| 9608 KOUPLEA DRIVE | RALEIGH | NC | 27615 | TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| 1104 SERVICES CORP | |||||
| 1818 MARKET STREET | PHILADELPHIA | PA | 19103 | ADMINISTRATIVE, BOOKKEEPING & OFFICE | $578,500 |
| UBS FINANCIAL SERVICES INC | |||||
| 1735 MARKET STREET 35TH FLOOR | PHILADELPHIA | PA | 19103 | INVESTMENT SERVICES | $87,182 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $22,140,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $859,533 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $548,617 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $23,548,580 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $23,548,580 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $353,229 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $23,195,351 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,159,768 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,159,768 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,075 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $8,691 | IncomeTaxAmt |
| Total Tax | $39,766 | TotalTaxAmt |
| Distributable Before Adj | $1,120,002 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,120,002 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,120,002 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,127,621 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,127,621 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $31,075 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,096,546 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,120,002 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $182,747 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $283,430 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $368,312 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $885,431 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,719,920 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,127,621 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,120,002 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,007,619 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,727,539 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,727,539 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $182,747 | ExcessFromYear4Amt |
| Excess From Year3 | $283,430 | ExcessFromYear3Amt |
| Excess From Year2 | $368,312 | ExcessFromYear2Amt |
| Excess From Year1 | $885,431 | ExcessFromYear1Amt |
| Excess From Current Year | $1,007,619 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MORTON MANDELL | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1818 MARKET STREET SUITE 2920 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2159793400 | RecipientPhoneNum |
| Form And Info And Materials | LETTER | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | FOUNDATION MAKES GRANTS TO PUBLIC CHARITIES. NO GRANTS ARE MADE TO PRIVATE OR OPERATING FOUNDATIONS OR TO INDIVIDUALS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT # 15 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $1,780,500 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,780,500 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SEE STATEMENT # 16 | BusinessNameLine1Txt |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | VARIOUS | AddressLine1Txt |
| City | VARIOUS | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Relationship | NONE | RecipientRelationshipTxt |
| Recipient Foundation Status | VARIOUS | RecipientFoundationStatusTxt |
| Grant Or Contribution Purpose | VARIOUS | GrantOrContributionPurposeTxt |
| Amt | $2,613,450 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $2,613,450 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,978 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $28,387 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $756,770 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 900099 | BusinessCd |
| Unrelated Business Taxbl Incm | $10,640 | UnrelatedBusinessTaxblIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,781,757 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $39,027 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,540,505 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,579,532 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $56,020 | Amt |
| Net Investment Income | $39,214 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $16,806 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | STATE OF ISRAEL BOND | BondNm |
| EOY Book Value | $73,410 | EOYBookValueAmt |
| EOYFMV | $73,410 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (22 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABB LTD | $722,700 | $722,700 |
| ABBOTT LABS | $694,880 | $694,880 |
| ABBVIE, INC | $708,320 | $708,320 |
| ALPHABET, INC | $935,914 | $935,914 |
| APPLE, INC | $1,174,600 | $1,174,600 |
| ARCHER DANIELS MIDLAND CO | $648,900 | $648,900 |
| AT&T | $859,760 | $859,760 |
| BRISTOL MYERS SQUIBB | $641,900 | $641,900 |
| CISCO SYSTEMS INC | $671,440 | $671,440 |
| CORNING INC | $727,750 | $727,750 |
| CVS CAREMARK CORP | $742,900 | $742,900 |
| INTEL CORP | $1,197,000 | $1,197,000 |
| ILLINOIS TOOL WORKS INC | $538,890 | $538,890 |
| MERCK & CO | $1,024,097 | $1,024,097 |
| HOMEBANCSHARES (FORMERLY STONEGATE BANK) | $244,862 | $244,862 |
| UNITED PARCEL SERVICE INC | $585,300 | $585,300 |
| WP CAREY INC REIT | $800,400 | $800,400 |
| WALT DISNEY CO (HOLDING CO) | $723,150 | $723,150 |
| VANGUARD FTSE ALL WORLD EX-US ETF | $1,075,000 | $1,075,000 |
| BERKSHIRE HATHAWAY INC NEW | $566,250 | $566,250 |
| ISHARES INTL SELECT | $704,970 | $704,970 |
| WEYERHAEUSER CO | $785,200 | $785,200 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,101,295 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,101,295 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| LLR EQUITY PARTNERS II LP | AT COST | $5,886 | $5,886 |
| LLR EQUITY PARTNERS III LP | AT COST | $97,444 | $97,444 |
| QUAKER BIOVENTURES II LP | AT COST | $81,431 | $81,431 |
| QUAKER BIOVENTURES LP | AT COST | $1,530 | $1,530 |
| VERSA CAPITAL PARTNERS I PARALLEL LP | AT COST | $83,558 | $83,558 |
| ENTERPRISE PRODUCTS PARTNERS LP | FMV | $1,689,600 | $1,689,600 |
| MAGELLAN MIDSTREAM PARTNERSHIP LP | FMV | $2,200,450 | $2,200,450 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS EXPENSES | Desc |
| Revenue And Expenses Per Books | $49,253 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $8,188 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $41,065 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP INCOME | $10,640 | $10,640 | $10,640 |
| PARTNERSHIP INCOME SUBJECT TO UNRELATED BUSINESS INCOME | $0 | -$10,640 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $1,250,363 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MGMT FEE | CategoryTxt |
| Amt | $87,182 | Amt |
| Net Investment Income | $87,182 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES | $8,256 | $8,256 | $0 |
| FEDERAL EXCISE TAX EXPENSE | $0 | $0 | $0 |
| FEDERAL UBI TAX EXPENSE | $35,000 | $0 | $0 |
| STATE TAXES | $923 | $923 | $0 |
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