SUSQUEHANNA FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SUSQUEHANNA FOUNDATION (EIN 23-2732477)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-06-26
- IRS object ID
- 201921779349100612
- 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
- Form 990-PF
- Schedule B
- Investments Corp Bonds Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-26T12:03:58-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232732477 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSQUEHANNA FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SUSQ | BusinessNameControlTxt |
| Phone | 6106172635 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CITY AVENUE NO 220 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PHILIP POCHE | PersonNm |
| Person Title | ASSISTANT TREAS. | PersonTitleTxt |
| Phone | 6106172635 | PhoneNum |
| Signature | 2019-06-26 | SignatureDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 141.162.101.50 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-26 | IPDt |
| IP Tm | 12:48:08 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C73983BA22AC16FB7C8482A1EB5BDEFCD3008E6E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | C73983BA22AC16FB7C8482A1EB5BDEFCD3008E6E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $130,333,173 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $130,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $10,095 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $10,095 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $10,095 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,132,596 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,044,114 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,132,596 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$44,878 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,245,000 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,227,813 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,054,209 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,142,691 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,511 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $0 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $929 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $0 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,403 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $714 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $0 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $7 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $107 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,324,779 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,346,452 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $13,920,229 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $13,920,229 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,266,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $13,920,229 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$18,038,868 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,054,209 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,142,691 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $34,374,908 | CashBOYAmt |
| Cash EOY | $20,569,553 | CashEOYAmt |
| Cash EOYFMV | $20,569,553 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $2,305,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $2,305,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $2,305,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $2,305,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Bonds BOY | $110,479,767 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $107,458,620 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $107,458,620 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,409 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $0 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $0 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $505,707 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $147,669,791 | TotalAssetsBOYAmt |
| Total Assets EOY | $130,333,173 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $130,333,173 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $17,663 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $719,913 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $17,663 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $719,913 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $147,652,128 | RetainedEarningBOYAmt |
| Retained Earning EOY | $129,613,260 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $147,652,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $129,613,260 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $147,669,791 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $130,333,173 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $147,652,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$18,038,868 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $129,613,260 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $129,613,260 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 1,245,000 SHS PHILADELPHIA PA AUTH 8.5% 6/15/2032 | PropertyDesc |
| How Acquired | D | HowAcquiredCd |
| Acquired | 2015-02-27 | AcquiredDt |
| Sold | 2018-10-16 | SoldDt |
| Gross Sales Price | $1,245,000 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,289,878 | CostOrOtherBasisAmt |
| Gain Or Loss | -$44,878 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$44,878 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$44,878 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $15,733,944 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $137,506,939 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.114423 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,176,500 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,002,924 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.168001 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $251,500 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,315,683 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.191155 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $182,500 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $175,727 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 1.038543 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $377,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $165,739 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 2.274661 | DistributionYr5Rt |
| Total Distribution | 3.786783 | TotalDistributionRt |
| Average Distribution | 0.757357 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $144,538,793 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $109,467,467 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $10,542 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $109,478,009 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $13,920,229 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,084 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $21,084 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $21,084 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $158 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $30,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,158 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $819 | EsPenaltyAmt |
| Overpayment | $8,255 | OverpaymentAmt |
| Applied To ES Tax | $8,255 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | ROBERT SACK | IndividualWithBooksNm |
| Phone | 6106172812 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CITY LINE AVE STE 220 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| ARTHUR DANTCHIK | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| ANDREW FROST | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| JEFFREY YASS | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | CA | 19004 | VICE-PRESIDENT | 0.00 | $0 | $0 | $0 |
| ROBERT SACK | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | TREASURER | 0.00 | $0 | $0 | $0 |
| JOEL GREENBERG | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | SECRETARY | 0.00 | $0 | $0 | $0 |
| PHILIP POCHE | ||||||||
| 401 CITY AVE SUITE 220 | BALA CYNWYD | PA | 19004 | ASSISTANT TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | PHILADELPHIA SCHOOL PROJECT | Description1Txt |
| Expenses1 | $3,407,229 | Expenses1Amt |
| Description2 | BUSINESS LEADERSHIP ORGANIZED FOR CATHOLIC SCHOOLS | Description2Txt |
| Expenses2 | $4,000,000 | Expenses2Amt |
| Description3 | CHILDREN'S SCHOLARSHIP FUND | Description3Txt |
| Expenses3 | $3,000,000 | Expenses3Amt |
| Description4 | MASTERY CHARTER SCHOOLS FOUNDATION | Description4Txt |
| Expenses4 | $1,500,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $120,618,005 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $26,121,886 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $146,739,891 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $146,739,891 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,201,098 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $144,538,793 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $7,226,940 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $7,226,940 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,084 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,084 | TotalTaxAmt |
| Distributable Before Adj | $7,205,856 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $7,205,856 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $7,205,856 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $13,920,229 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $13,920,229 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $13,920,229 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $7,205,856 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $368,728 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $173,728 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $185,960 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $829,241 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $8,878,705 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $10,436,362 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $13,920,229 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,205,856 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,714,373 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $17,150,735 | 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 | $368,728 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $16,782,007 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $173,728 | ExcessFromYear4Amt |
| Excess From Year3 | $185,960 | ExcessFromYear3Amt |
| Excess From Year2 | $829,241 | ExcessFromYear2Amt |
| Excess From Year1 | $8,878,705 | ExcessFromYear1Amt |
| Excess From Current Year | $6,714,373 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | ARTHUR DANTCHIK | ContributingManagerNm |
| Contributing Manager | ANDREW FROST | ContributingManagerNm |
| Contributing Manager | JEFFREY YASS | ContributingManagerNm |
| Contributing Manager | ROBERT SACK | ContributingManagerNm |
| Contributing Manager | JOEL GREENBERG | ContributingManagerNm |
| Contributing Manager | PHILIP POCHE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ACTON ACADEMY FOUNDATION | |||||||
| 2737 DEVONSHIRE PL | WASHINGTON | DC | 20008 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| ASHOKA | |||||||
| 1700 NORTH MOORE STREET SUITE 2000 | ARLINGTON | VA | 222091929 | NONE | PUBLIC CHARITY | GENERAL FUND | $12,000 |
| ASSOCIATION OF ALUMNI OF CENTRAL HIGH SCHOOL | |||||||
| 1700 WEST OLNEY AVENUE | PHILADELPHIA | PA | 19141 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| BARRY GOLDWATER INSTITUTE FOR PUBLIC POLICY RESEARCH | |||||||
| 500 E CORONADO RD | PHOENIX | AZ | 85004 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| BUSINESS LEADERSHIP ORGANIZED FOR CATHOLIC SCHOOLS | |||||||
| 555 CROTON RD | KING OF PRUSSIA | PA | 19406 | NONE | PUBLIC CHARITY | GENERAL FUND | $4,000,000 |
| CHILDREN'S SCHOLARSHIP FUND PHILADELPHIA | |||||||
| 1616 WALNUT STREET | PHILADELPHIA | PA | 19103 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,000,000 |
| DOMINIC V DICICCO | |||||||
| 703 NORTH JEROME AVENUE | MARGATE CITY | NJ | 08402 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| ELIZABETH H FAULK FOUNDATION | |||||||
| 22455 BOCA RIO RD | BOCA RATON | FL | 33433 | NONE | PUBLIC CHARITY | GENERAL FUND | $75,000 |
| FREE TO CHOOSE NETWORK | |||||||
| 2003 FILMORE AVE | ERIE | PA | 16506 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| FUTURE OF FREEDOM FOUNDATION | |||||||
| 11350 RANDOM HILLS ROAD | FAIRFAX | VA | 22030 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| INDEPENDENT INSTITUTE | |||||||
| 100 SWAN WAY | OAKLAND | CA | 94621 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| INSTITUTE FOR JUSTICE | |||||||
| 901 N GLEBE RD | ARLINGTON | VA | 22203 | NONE | PUBLIC CHARITY | GENERAL FUND | $500,000 |
| KATIE SAMSON FOUNDATION | |||||||
| 522 BROOKSIDE AVE | ST DAVIDS | PA | 19087 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000 |
| NATIONAL BRAIN TUMOR SOCIETY | |||||||
| 55 CHAPEL STREET SUITE 200 | NEWTON | MA | 02458 | NONE | PUBLIC CHARITY | GENERAL FUND | $10,000 |
| PAPANICOLAOU CORPS FOR CANCER RESEARCH INC | |||||||
| 1166 W NEWPORT CENTER DR | DEERFIELD BCH | FL | 33442 | NONE | PUBLIC CHARITY | GENERAL FUND | $125,000 |
| PHILADELPHIA CITY ROWING | |||||||
| 450 PLYMOUTH RD | PLYMOUTH MTNG | PA | 19462 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| PHILADELPHIA MUSEAUM OF ART | |||||||
| 2600 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | PUBLIC CHARITY | GENERAL FUND | $30,000 |
| PHILADELPHIA SCHOOLS PROJECT | |||||||
| 221 SOUTH HANSON STREET | PHILADELPHIA | PA | 19139 | NONE | PUBLIC CHARITY | GENERAL FUND | $3,407,229 |
| SUMMER SEARCH PHILADELPHIA | |||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| THE 52ND STREET PROJECT | |||||||
| 789 10TH AVENUE | NEW YORK | NY | 10019 | NONE | PUBLIC CHARITY | GENERAL FUND | $15,000 |
| YOUNG VOICES | |||||||
| 1342 FLORIDA AVE NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | GENERAL FUND | $5,000 |
| AMERICAN FRIENDS OF MAGEN DAVID ADOM | |||||||
| 352 7TH AVE SUITE 400 | NEW YORK | NY | 10001 | NONE | PUBLIC CHARITY | GENERAL FUND | $25,000 |
| CONSCIOUS CAPITALISM INC | |||||||
| 85 BROAD STREET | NEW YORK | NY | 10004 | NONE | PUBLIC CHARITY | GENERAL FUND | $50,000 |
| LONG ISLAND UNIVERSITY | |||||||
| 700 NORTHERN BOULEVARD | BROOKVILLE | NY | 115481327 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,000,000 |
| MASTERY CHARTER SCHOOLS FOUNDATION | |||||||
| 5700 WAYNE AVENUE | PHILADELPHIA | PA | 19144 | NONE | PUBLIC CHARITY | GENERAL FUND | $1,500,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $13,920,229 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $10,095 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,132,596 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$44,878 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,097,813 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,097,813 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARTHUR DANTCHIK | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 CITY AVE SUITE 220 | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $130,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | EQUITY SECURITIES LONG | BondNm |
| EOY Book Value | $107,458,620 | EOYBookValueAmt |
| EOYFMV | $107,458,620 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LICENSES | CategoryTxt |
| Legal Fees | $2 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CLEARING ACCOUNT DEBIT BALANCE | Desc |
| BOY Book Value | $505,707 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
| EOYFMV | $0 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OFFICE EXPENSE | $59 | $0 | $0 | $0 |
| POSTAGE & SHIPPING | $5 | $0 | $0 | $0 |
| SUPPLIES | $28 | $0 | $0 | $0 |
| MEALS & ENTERTAINMENT | $8 | $0 | $0 | $0 |
| NET TRADING P&L (UNREALIZED) | $5,324,672 | $0 | $0 | $0 |
| REPAIRS & MAINTENANCE | $7 | $0 | $0 | $0 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| I/CO PAYABLE - DOR | $17,663 | $24,696 |
| CLEARING ACCOUNT CREDIT BALANCE | $0 | $695,217 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INCOME TAX | $15,000 | $0 | $0 | $0 |
| PENNSYLVANIA FILING FEE | $15 | $0 | $0 | $0 |
| SALES & USE TAX | $49 | $0 | $0 | $0 |
| EMPLOYER TAXES | $339 | $0 | $0 | $0 |
Comments