BETA

TOBIN FAMILY FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
TOBIN FAMILY FOUNDATION (EIN 23-6420013)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-13
IRS object ID
201911339349103016
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-13T15:33:00-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line130 SOUTH 17TH STREET SUITE 710AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN236420013EIN

Business Name BusinessName

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 CHESWOLD LANE UNIT 5DAddressLine1Txt
CityHAVERFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19041ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSHARON T KESTENBAUMPersonNm
Person TitleMANAGING TRUSTEEPersonTitleTxt
Phone6106497024PhoneNum
Signature2019-05-02SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHELLE MALIMBANPreparerPersonNm
PTINP01372721PTIN
Phone2157654600PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address66.98.98.9IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-02IPDt
IP Tm13:27:24IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id9727B63C825E9C2B1357DAF1EA2AE985339B5D65AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$571,798FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$0ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$13,234DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,071DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$25,842NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$780,846GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$25,842CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$39,076TotalRevAndExpnssAmt
Total Net Invst Incm$38,913TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$285TaxesRevAndExpnssAmt
Taxes Net Invst Incm$285TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$4,471OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,406OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$15OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$4,756TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,691TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$15TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$306,665ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$306,665ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$311,421TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,691TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$306,680TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$272,345ExcessRevenueOverExpensesAmt
Net Investment Income$34,222NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$86,534CashBOYAmt
Cash EOY$27,857CashEOYAmt
Cash EOYFMV$27,857CashEOYFMVAmt
Acct Rcvbl$15,000AcctRcvblAmt
Acct Rcvbl EOY$15,000AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$15,000AcctRcvblEOYFMVAmt
US Government Obligations BOY$298,054USGovernmentObligationsBOYAmt
US Government Obligations EOY$49,623USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$49,608USGovtObligationsEOYFMVAmt
Corporate Stock BOY$342,653CorporateStockBOYAmt
Corporate Stock EOY$386,573CorporateStockEOYAmt
Corporate Stock EOYFMV$400,923CorporateStockEOYFMVAmt
Corporate Bonds BOY$104,042CorporateBondsBOYAmt
Corporate Bonds EOY$78,617CorporateBondsEOYAmt
Corporate Bonds EOYFMV$78,410CorporateBondsEOYFMVAmt
Total Assets BOY$831,283TotalAssetsBOYAmt
Total Assets EOY$557,670TotalAssetsEOYAmt
Total Assets EOYFMV$571,798TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$831,283RetainedEarningBOYAmt
Retained Earning EOY$557,670RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$831,283TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$557,670TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$831,283TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$557,670TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$831,283TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$272,345ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$558,938SubtotalAmt
Other Decreases$1,268OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$557,670TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIESP$779,677$755,004$24,673$24,673
CAPITAL GAINS DIVIDENDSP$1,169$1,169$1,169
FieldValueIRS element (for citing)
Capital Gain Net Income$25,842CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$320,548AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$993,818NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.322542DistributionYr1Rt
Adjusted Qlfy Distri Yr2$352,814AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$1,110,646NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.317666DistributionYr2Rt
Adjusted Qlfy Distri Yr3$135,000AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$1,278,427NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.105599DistributionYr3Rt
Adjusted Qlfy Distri Yr4$70,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$1,321,403NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.052974DistributionYr4Rt
Adjusted Qlfy Distri Yr5$42,803AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$952,791NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.044924DistributionYr5Rt
Total Distribution0.843705TotalDistributionRt
Average Distribution0.168741AverageDistributionRt
Net Vl Noncharitable Assets$865,166NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$145,989AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$342NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$146,331AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$306,680QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$342InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$342SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$342TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$452EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$0ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$452TotalPaymentsAndCreditsAmt
Es Penalty$0EsPenaltyAmt
Overpayment$110OverpaymentAmt
Applied To ES Tax$110AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksSHARON T KESTENBAUMIndividualWithBooksNm
Phone6106497024PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1101 CHESWOLD LNAddressLine1Txt
CityHAVERFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19041ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonSHARON T KESTENBAUMPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1101 CHESWOLD LANE UNIT 5DAddressLine1Txt
CityHAVERFORDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19041ZIPCd
FieldValueIRS element (for citing)
TitleSECRETARYTitleTxt
Average Hrs Per Wk Devoted To Pos0.20AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

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

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

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

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$746,096AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$132,245AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$878,341TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$878,341AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$13,175CashDeemedCharitableAmt
Net Vl Noncharitable Assets$865,166NetVlNoncharitableAssetsAmt
Minimum Investment Return$43,258MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$43,258MinimumInvestmentReturnAmt
Tax Based On Investment Income$342TaxBasedOnInvestmentIncomeAmt
Total Tax$342TotalTaxAmt
Distributable Before Adj$42,916DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$42,916DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$42,916DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$306,680ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$306,680QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$342PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$306,338AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$42,916DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr4$5,333ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$71,685ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$297,750ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$271,085ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$645,853TotalExcessDistributionCyovAmt
Qualifying Distributions$306,680QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$42,916AppliedToCurrentYearAmt
Remaining Distri From Corpus$263,764RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$909,617TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$909,617ExcessDistriCyovToNextYrAmt
Excess From Year4$5,333ExcessFromYear4Amt
Excess From Year3$71,685ExcessFromYear3Amt
Excess From Year2$297,750ExcessFromYear2Amt
Excess From Year1$271,085ExcessFromYear1Amt
Excess From Current Year$263,764ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
CHILDREN'S CRISIS TREATMENT CENTER
1080 N DELAWARE AVENUEPHILADELPHIAPA19125PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$20,000
DANA-FARBER CANCER INSTITUTE INC
450 BROOKLINE AVENUEBOSTONMA02215PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$25
JEWISH FEDERATION OF GREATER PHILADELPHIA
2100 ARCH STREETPHILADELPHIAPA19103PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$50,000
JEWISH LEARNING VENTURE
261 OLD YORK ROADJENKINTOWNPA19046PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$500
JOHN HOPKINS UNIVERSITY
3400 NORTH CHARLES STREETBALTIMOREMD21218PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$10,000
LONGPORT VOLUNTEER FIRE DEPARTMENT
2301 ATLANTIC AVENUELONGPORTNJ08403PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$40
MADLYN AND LEONARD ABRAMSON CENTER FOR JEWISH LIFE
1425 HORSHAM RDNORTH WALESPA19454PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$10,000
MERION FIRE COMPANY OF ARDMORE
35 GREENFIELD AVENUEARDMOREPA19003PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$50
NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY - NMAJH
101 SOUTH INDEPENDENCE MALL EASTPHILADELPHIAPA19106PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$5,000
PALS PROGRAM
PO BOX 843CRANFORDNJ07016PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$5,000
SPRING LAKE RANCH
1169 SPRING LAKE ROADCUTTINGSVILLEVT05738PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$1,000
THE LEUKEMIA & LYMPHOMA SOCIETY INC
3 INTERNATIONAL DRIVE SUITE 200RYE BROOKNY10573PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$50
THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY
3601 SPRUCE STREETPHILADELPHIAPA191044265PCFOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES$205,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$306,665TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,234ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$25,842ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$39,076ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$39,076TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondISHARES IBOXX $ INVT GRADE CORPORATE BOND ETFBondNm
EOY Book Value$78,617EOYBookValueAmt
EOYFMV$78,410EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (13 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
SPDR S&P 500 ETF TR$77,265$101,218
ISHARES CORE S&P MIDCAP ETF$17,572$19,927
ISHARES MSCI EAFE ETF$71,435$66,128
ISHARES CORE MSCI EMERGING MARKETS ETF$14,209$16,738
AMERICAN CENTURY INTERNATIONAL OPPS FUND CLASS I$17,484$16,397
ENERGY SELECT SECTOR SPDR FUND ETF$8,422$8,029
ISHARES CORE S&P SMALL-CAP ETF$9,720$11,784
ISHARES US OIL EQUIPMENT & SERVICES ETF$17,853$10,414
SPDR GOLD SHARES ETF$60,371$63,050
FIRST TR NORTH AMERICAN ENERGY INFRASTRUCTURE FD ETF$21,280$21,021
ISHARES GLOBAL REIT ETF$25,331$24,942
VICTORYSHARES US 500 VOLATILITY WTD ETF$21,174$19,791
AMER FUNDS EUROPACIFIC GROWTH FUND CLASS F2$24,457$21,484

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
US Govt Obligations Book Vl EOY$49,623USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV$49,608USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY$0StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$0StateLocalSecEOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescCHANGES IN VALUE OF INVESTMENTSDesc
Amt$1,268Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK FEES$4,406$4,406$0
MISCELLANEOUS FEES$50$0$0
PA FILING FEES$15$0$15

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFOREIGN TAXESCategoryTxt
Amt$285Amt
Net Investment Income$285NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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