BETA

MOSI FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
MOSI FOUNDATION (EIN 74-3071480)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-06-03
IRS object ID
201931549349100113
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)
Return2019-06-03T13:46:32-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN263838358PreparerFirmEIN

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1940 W SPROUL RD STE 101AddressLine1Txt
CitySPRINGFIELDCityNm
State AbbreviationPAStateAbbreviationCd
ZIP190641211ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN743071480EIN

Business Name BusinessName

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGERALD A ISOMPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone6103971628PhoneNum
Signature2019-05-24SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT B SIMPSON CPAPreparerPersonNm
PTINP00114160PTIN
Phone6105445900PhoneNum
Preparation2019-05-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address144.202.206.10IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-06-03IPDt
IP Tm13:46:32IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD79EFCFFDA45BAE38CA33AC15AF2BBC1059BF793AtSubmissionCreationDeviceId
At Submission Filing Device IdD79EFCFFDA45BAE38CA33AC15AF2BBC1059BF793AtSubmissionFilingDeviceId
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$4,136,315FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$694,497ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$13,499InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$13,499InterestOnSavNetInvstIncmAmt
Interest On Savings Adj Net Incm$13,499InterestOnSavingsAdjNetIncmAmt
Dividends Rev And Expnss$95,162DividendsRevAndExpnssAmt
Dividends Net Invst Incm$95,162DividendsNetInvstIncmAmt
Dividends Adj Net Incm$95,162DividendsAdjNetIncmAmt
Net Gain Sale Ast Rev And Expnss$64,490NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$441,250GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,411CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$867,648TotalRevAndExpnssAmt
Total Net Invst Incm$110,072TotalNetInvstIncmAmt
Total Adj Net Incm$108,661TotalAdjNetIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$15,000CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$30,016OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$30,016OtherProfFeesNetInvstIncmAmt
Other Prof Fees Adj Net Incm$30,016OtherProfFeesAdjNetIncmAmt
Other Expenses Rev And Expnss$330OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$330OtherExpensesNetInvstIncmAmt
Other Expenses Adj Net Incm$330OtherExpensesAdjNetIncmAmt
Tot Opr Expenses Rev And Expnss$45,346TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$30,346TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Adj Net Incm$30,346TotOprExpensesAdjNetIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$687,930ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$687,930ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$733,276TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$30,346TotalExpensesNetInvstIncmAmt
Total Expenses Adj Net Incm$30,346TotalExpensesAdjNetIncmAmt
Total Expenses Dsbrs Chrtbl$687,930TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$134,372ExcessRevenueOverExpensesAmt
Net Investment Income$79,726NetInvestmentIncomeAmt
Adjusted Net Income$78,315AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$195,930CashBOYAmt
Cash EOY$97,321CashEOYAmt
Cash EOYFMV$97,321CashEOYFMVAmt
Corporate Stock BOY$883,816CorporateStockBOYAmt
Corporate Stock EOY$1,000,681CorporateStockEOYAmt
Corporate Stock EOYFMV$2,740,130CorporateStockEOYFMVAmt
Corporate Bonds BOY$752,561CorporateBondsBOYAmt
Corporate Bonds EOY$749,952CorporateBondsEOYAmt
Corporate Bonds EOYFMV$754,020CorporateBondsEOYFMVAmt
Other Investments BOY$366,250OtherInvestmentsBOYAmt
Other Investments EOY$494,500OtherInvestmentsEOYAmt
Other Investments EOYFMV$544,844OtherInvestmentsEOYFMVAmt
Total Assets BOY$2,198,557TotalAssetsBOYAmt
Total Assets EOY$2,342,454TotalAssetsEOYAmt
Total Assets EOYFMV$4,136,315TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$2,198,557RetainedEarningBOYAmt
Retained Earning EOY$2,342,454RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,198,557TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,342,454TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,198,557TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,342,454TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,198,557TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$134,372ExcessRevenueOverExpensesAmt
Other Increases$10,631OtherIncreasesAmt
Subtotal$2,343,560SubtotalAmt
Other Decreases$1,106OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,342,454TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$1,411CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$638,633AdjustedQlfyDistriYr1Amt
Adjusted Qlfy Distri Yr2$691,188AdjustedQlfyDistriYr2Amt
Adjusted Qlfy Distri Yr3$390,764AdjustedQlfyDistriYr3Amt
Adjusted Qlfy Distri Yr4$418,914AdjustedQlfyDistriYr4Amt
Adjusted Qlfy Distri Yr5$427,919AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets$0NetVlNoncharitableAssetsAmt
Net Investment Income Pct$797NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$797AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$687,930QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$797InvestmentIncomeExciseTaxAmt
Subtotal$797SubtotalAmt
Tax Based On Investment Income$797TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,100EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,100TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$14EsPenaltyAmt
Overpayment$289OverpaymentAmt
Applied To ES Tax$289AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

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

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1817 PENNSTONE RDAddressLine1Txt
CityBRYN MAWRCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19010ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

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

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GERALD A ISOM
817 PENNSTONE ROADBRYN MAWRPA19010PRESIDENT5.00$0$0$0
JANA L DE LEON
1204 LEMONTON COURTGULPH MILLSPA19428SECRETARY5.00$5,000$0$0
JENNIFER O'MALLEY
222 BERWIND ROADRADNORPA19087TREASURER5.00$5,000$0$0
KAREN M SCHMID
815 GROVE STREETSAN FRANCISCOCA94117VICE PRESIDE5.00$5,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1TO PROVIDE FUNDING FOR THE FOUNDATION'S VARIOUS CHARITABLE ENDEAVORS.Description1Txt
Expenses1$687,930Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

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

Distributable Amount DistributableAmountGrp

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

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$687,930ExpensesAndContributionsAmt
Qualifying Distributions$687,930QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$797PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$687,133AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Qualifying Distributions$687,930QualifyingDistributionsAmt
Remaining Distri From Corpus$687,930RemainingDistriFromCorpusAmt
Total Corpus$687,930TotalCorpusAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

FieldValueIRS element (for citing)
Section4942j3Yes (X)Section4942j3Ind

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

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

Qualifying Distributions QualifyingDistributionsGrp

FieldValueIRS element (for citing)
Current Year$687,930CurrentYearAmt
Year1$639,639Year1Amt
Year2$692,031Year2Amt
Year3$391,461Year3Amt
Total$2,411,061TotalAmt

Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp

FieldValueIRS element (for citing)
Current Year$687,930CurrentYearAmt
Year1$639,639Year1Amt
Year2$692,031Year2Amt
Year3$391,461Year3Amt
Total$2,411,061TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Business Name Line2RecipientBusinessName/BusinessNameLine2TxtAddress Line1RecipientUSAddress/AddressLine1TxtAddress Line2RecipientUSAddress/AddressLine2TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ABRAMSON CANCER CENTER
ABRAMSON CANCER CENTER421 CURIE BLVD421 CURIE BLVDPHILADELPHIAPA19104CHARITABLE PURPOSES$10,407
AIM
AIM1200 RIVER ROAD1200 RIVER ROADCONSHOHOCKENPA19428CHARITABLE PURPOSES$5,000
BRYN MAWR HOSPITAL FOUNDA
BRYN MAWR HOSPITAL FOUNDATION130 S BRYN MAWR AVE130 S BRYN MAWR AVEBRYN MAWRPA19010CHARITABLE PURPOSES$20,815
CHILDREN'S HOSPITAL OF PHILADELPHIA
CHILDREN'S HOSPITAL OF PHILADELPHIA3401 CIVIC CENTER BLVD3401 CIVIC CENTER BLVDPHILADELPHIAPA19104CHARITABLE PURPOSES$5,000
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$36,612
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$36,996
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$26,910
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$12,211
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$13,148
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$53,038
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$48,037
FARNSWORTH MUSEUM
FARNSWORTH MUSEUM16 MUSEUM ST16 MUSEUM STROCKLANDME04841CHARITABLE PURPOSES$49,075
FRENCH AMERICAN INT'L SCHOOL
FRENCH AMERICAN INT'L SCHOOL150 OAK ST150 OAK STSAN FRANCISCOCA94102CHARITABLE PURPOSES$10,407
OHIO VALLEY UNIVERSITY
OHIO VALLEY UNIVERSITY1 CAMPUS VIEW DR1 CAMPUS VIEW DRVIENNAWV26105CHARITABLE PURPOSES$35,699
OHIO VALLEY UNIVERSITY
OHIO VALLEY UNIVERSITY1 CAMPUS VIEW DR1 CAMPUS VIEW DRVIENNAWV26105CHARITABLE PURPOSES$101,992
PEPPERDINE UNIVERSITY
PEPPERDINE UNIVERSITY24255 PACIFIC COAST HWY24255 PACIFIC COAST HWYMALIBUCA90263CHARITABLE PURPOSES$20,815
ROCHESTER COLLEGE
ROCHESTER COLLEGE800 W AVON RD800 W AVON RDROCHESTER HILLSMI48307CHARITABLE PURPOSES$101,992
SUSQUEHANNA UNIVERSITY
SUSQUEHANNA UNIVERSITY514 UNIVERSITY AVE514 UNIVERSITY AVESELINSGROVEPA17870CHARITABLE PURPOSES$5,000
THE FRANKLIN INSTITUTE
THE FRANKLIN INSTITUTE222 N 20TH ST222 N 20TH STPHILADELPHIAPA19103CHARITABLE PURPOSES$36,079
THE SHIPLEY SCHOOL
THE SHIPLEY SCHOOL814 YARROW ST814 YARROW STBRYN MAWRPA19010CHARITABLE PURPOSES$18,039
UNIVERSITY OF PENN
UNIVERSITY OF PENN3451 WALNUT STREETSUITE 305PHILADELPHIAPA19104CHARITABLE PURPOSES$40,658
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$687,930TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$13,499RelatedOrExemptFunctionIncmAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$95,162RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$64,490RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$173,151RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$173,151TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

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

Schedule B IRS990ScheduleB

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

Contributor Information ContributorInformationGrp (4 entries)

ContributorContributorNumAddress Line1ContributorUSAddress/AddressLine1TxtAddress Line2ContributorUSAddress/AddressLine2TxtCityContributorUSAddress/CityNmState AbbreviationContributorUSAddress/StateAbbreviationCdZIPContributorUSAddress/ZIPCdTotal ContributionsTotalContributionsAmtPerson ContributionPersonContributionInd
GERALD ISOM
174 PASTURE LANEAPT 114BRYN MAWRPA19010$382,718Yes (X)
JANA DELEON
21204 LEMONTON COURTGULPH MILLSPA19428$41,670Yes (X)
MATTHEW AND JENNIFER O'MALLEY
3222 BERWIND ROADRADNORPA19087$239,903Yes (X)
MARCO DELEON
41204 LEMONTON COURTGULPH MILLSPA19428$30,206Yes (X)

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (9 entries)

AssetAssetDescAcquiredAcquiredDtHow AcquiredHowAcquiredTxtSoldSoldDtGross Sales PriceGrossSalesPriceAmtBasisBasisAmtTotal NetTotalNetAmt
4,000 SHS DEUTSCHE BK CONTGNT CAP TR2011-03PURCHASE2018-02$100,000$102,608-$2,608
1,000 SHS HAIN CELESTIAL GROUP INC2015-11PURCHASE2018-06$27,830$41,661-$13,831
842 SHS XL GROUP LTD2014-02DONATION2018-09$48,499$25,597$22,902
1,974 SHS XL GROUP LTD2015-02DONATION2018-09$113,702$71,459$42,243
626 SHS XL GROUP LTD2016-02DONATION2018-09$36,058$21,685$14,373
.110 SHS CHESTERBROOK2015-10PURCHASE2018-09$27,574$27,575-$1
.177 SHS CHESTERBROOK2015-10PURCHASE2018-07$44,117$44,125-$8
.088 SHS CHESTERBROOK2015-10PURCHASE2018-02$22,059$22,050$9
.080 SHS WOODLANDS2017-10PURCHASE2018-11$20,000$20,000

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
BANK OF AMERICA NONCUM PREF$100,000$101,520
BANK OF AMERICA SER Y NON-CUM PFD ST$100,000$101,480
DB CONT CAP TRUST II CUM TR PFD 7.60
JP MORGAN CHASE PFD STK SER P$99,952$98,000
JP MORGAN CHASE SER Y NON CUM PFD ST$100,000$101,400
MORGAN STANLEY NONCUM PFD$50,000$50,460
WELLS FARGO CO NON-CUM PFD CL A$100,000$100,560
WELLS FARGO REIT CUM PFD STOCK SER A$100,000$100,200
BANK OF AMERICA CORP 6 NCUM PFD SR G$100,000$100,400

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
3M CO COM$70,046$66,689
AMGEN INC$61,843$58,401
APPLE INC$91,655$179,822
BERKSHIRE HATHAWAY INC$72,449$306,000
BLACKROCK INC$52,000$127,667
CATERPILLAR INC$73,279$63,535
CIGNA$31,222$189,920
CISCO SYSTEMS INC$19,711$77,994
COCA COLA$14,477$33,145
DEUTSCHE TELE AG$54,838$84,900
DISNEY (WALT) CO$30,046$164,475
EXXON MOBIL$89,680$68,190
FACEBOOK$41,055$221,542
HAIN CELESTIAL GROUP INC
HOME DEPOT$24,616$142,611
JOHNSON AND JOHNSON$9,158$116,145
MCDONALDS CORP.$16,737$145,609
MICROSOFT CORP.$37,560$223,454
MONDELEZ INTL$19,759$36,027
PHILIP MORRIS INTL INC$42,929$86,120
TARGET CORP$33,637$66,090
UNION PACIFIC$5,816$55,292
VAREX IMAGING CORP COM$4,863$9,472
VARIAN MEDICAL SYSTEMS$35,902$113,310
WEYERHAUSER CO
ZIMMER HOLDINGS INC$67,403$103,720

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
CHESTERBROOK$62,500$65,346
WOODLANDS$190,000$229,187
NEWTOWN WALK$242,000$250,311

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAXESDesc
Amt$1,106Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtAdjusted Net IncomeAdjustedNetIncomeAmt
EXPENSES
BROKERAGE FEE$330$330$330

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescUNREALIZED GAIN ON SECURITIESDesc
Amt$10,631Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryINVESTMENT ADVISORY/BRKG FEESCategoryTxt
Amt$30,016Amt
Net Investment Income$30,016NetInvestmentIncomeAmt
Adjusted Net Income$30,016AdjustedNetIncomeAmt

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