EVELYN TOLL FAMILY FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EVELYN TOLL FAMILY FOUNDATION (EIN 23-2896797)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-08-26
- IRS object ID
- 201942389349100069
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-08-26T15:34:08-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 452864952 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Robert J Basickes CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1845 Walnut Street Suite 2349 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232896797 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Evelyn Toll Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVEL | BusinessNameControlTxt |
| Phone | 2158648899 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 Market Street No 51 Fl | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191037599 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD BRAEMER | PersonNm |
| Person Title | Secretary | PersonTitleTxt |
| Phone | 2158648899 | PhoneNum |
| Signature | 2019-08-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Robert Basickes CPA | PreparerPersonNm |
| PTIN | P01071912 | PTIN |
| Phone | 2155681900 | PhoneNum |
| Preparation | 2019-08-13 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 141.158.5.115 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-08-14 | IPDt |
| IP Tm | 15:54:53 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B9F6E215D71BA871EE903F5A480FFD2559DC6EBD | 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 | $5,910,100 | 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 |
| Dividends Rev And Expnss | $120,611 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $120,611 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $116,443 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $881,834 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $116,443 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $237,054 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $237,054 | 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 |
| Legal Fees Rev And Expnss | $1,434 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,750 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $514 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,225 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,189 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,923 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,189 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $304,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $304,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $336,423 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,189 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $304,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$99,369 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $208,865 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,571 | CashBOYAmt |
| Cash EOY | $387,236 | CashEOYAmt |
| Cash EOYFMV | $382,898 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $361,586 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $49,700 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,405 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,201,309 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,106,448 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,126,869 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,359,538 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,276,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,490,530 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $609,024 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $619,835 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $638,430 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $205,055 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $210,414 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $220,968 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $4,749,083 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,649,714 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,910,100 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $892,196 | CapitalStockBOYAmt |
| Capital Stock EOY | $892,196 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $3,856,887 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,757,518 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,749,083 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,649,714 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,749,083 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,649,714 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,749,083 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$99,369 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $4,649,714 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,649,714 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (51 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 338 Shs Harbor Intl Fund | 2014-06-03 | 2018-08-14 | $21,805 | $25,000 | -$3,195 | -$3,195 | |
| 167 Shs Harbor Intl Fund | 2014-04-30 | 2018-08-14 | $10,775 | $12,250 | -$1,475 | -$1,475 | |
| 129 Shs Harbor Intl Fund | 2014-02-12 | 2018-08-14 | $8,297 | $9,000 | -$703 | -$703 | |
| 286 Shs Harbor Intl Fund | 2013-11-05 | 2018-08-14 | $18,456 | $20,000 | -$1,544 | -$1,544 | |
| 129 Shs Harbor Intl Fund | 2014-01-06 | 2018-08-14 | $8,324 | $9,000 | -$676 | -$676 | |
| 173 Shs Harbor Intl Fund | 2014-03-24 | 2018-08-14 | $11,137 | $12,000 | -$863 | -$863 | |
| 130 Shs Harbor Intl Fund | 2013-10-04 | 2018-08-14 | $8,387 | $9,000 | -$613 | -$613 | |
| 116 Shs harbor Intl Fund | 2013-12-13 | 2018-08-14 | $7,514 | $8,000 | -$486 | -$486 | |
| 25 Shs harbor Intl Fund | 2013-12-17 | 2018-08-14 | $1,606 | $1,682 | -$76 | -$76 | |
| 42 Shs Harbor Intl Fund | 2017-12-18 | 2018-08-14 | $2,716 | $2,824 | -$108 | -$108 | |
| 102 Shs Harbor Intl Fund | 2017-12-20 | 2018-08-14 | $6,565 | $6,825 | -$260 | -$260 | |
| 45 Shs Harbor Intl Fund | 2014-12-18 | 2018-08-14 | $2,900 | $2,957 | -$57 | -$57 | |
| 593 Shs Harbor Intl Fund | 2013-09-03 | 2018-08-14 | $38,265 | $39,018 | -$753 | -$753 | |
| 39 Sh Harbor Intl Fund | 2015-12-17 | 2018-08-14 | $2,519 | $2,302 | $217 | $217 | |
| 64 Sh Harbor Intl Fund | 2015-12-21 | 2018-08-14 | $4,131 | $3,774 | $357 | $357 | |
| 45 Shs Harbor Intl Fund | 2016-12-19 | 2018-08-14 | $2,880 | $2,596 | $284 | $284 | |
| 59 Shs Oakmont Intl Fund | 2017-12-15 | 2018-08-14 | $1,518 | $1,662 | -$144 | -$144 | |
| 74 Shs Oakmont Intl Fund | 2017-12-18 | 2018-08-14 | $1,902 | $2,081 | -$179 | -$179 | |
| 761 Shs Oakmont Intl Fund | 2013-11-05 | 2018-08-14 | $19,544 | $20,000 | -$456 | -$456 | |
| 344 Shs Oakmont Intl Fund | 2014-02-12 | 2018-08-14 | $8,825 | $9,000 | -$175 | -$175 | |
| 346 Shs Oakmont Intl Fund | 2014-01-06 | 2018-08-14 | $8,886 | $9,000 | -$114 | -$114 | |
| 348 Shs Oakmont Intl Fund | 2013-10-04 | 2018-08-14 | $8,934 | $9,000 | -$66 | -$66 | |
| 310 Shs Oakmost Intl Fund | 2013-12-13 | 2018-08-14 | $7,954 | $8,000 | -$46 | -$46 | |
| 51 Shs Oakmont Intl Fund | 2013-12-20 | 2018-08-14 | $1,318 | $1,311 | $7 | $7 | |
| 35 Shs Oakmont Intl Fund | 2013-12-26 | 2018-08-14 | $887 | $882 | $5 | $5 | |
| 1588 Shs Oakmont Intl Fund | 2015-09-03 | 2018-08-14 | $40,794 | $39,000 | $1,794 | $1,794 | |
| 81 Shs Oakmont Intl Fund | 2014-12-19 | 2018-08-14 | $2,082 | $1,911 | $171 | $171 | |
| 147 Shs Oakmont Intl Fund | 2014-12-22 | 2018-08-14 | $3,783 | $3,473 | $310 | $310 | |
| 24 Shs Oakmont Intl Fund | 2014-12-22 | 2018-08-14 | $613 | $562 | $51 | $51 | |
| 65 Shs Oakmont Intl Fund | 2016-11-29 | 2018-08-14 | $1,680 | $1,426 | $254 | $254 | |
| 94 Shs Oakmost Intl Fund | 2015-12-18 | 2018-08-14 | $2,423 | $2,002 | $421 | $421 | |
| 111 Shs Oakmont Intl Fund | 2015-12-21 | 2018-08-14 | $2,850 | $2,356 | $494 | $494 | |
| 105 Shs S&P Depository Receipts | 2014-06-03 | 2018-08-16 | $29,883 | $20,234 | $9,649 | $9,649 | |
| 34 Shs SPDR S&P Mid Cap 400 | 2014-04-30 | 2018-08-16 | $12,412 | $8,323 | $4,089 | $4,089 | |
| 110 Shs SPDR S&P Mid Cap 400 | 2014-02-12 | 2018-08-16 | $40,156 | $26,618 | $13,538 | $13,538 | |
| 21 Shs SPDR S&P Mid Cap 400 | 2014-01-06 | 2018-08-16 | $7,666 | $5,066 | $2,600 | $2,600 | |
| 33 Shs I Shares Russenn 2000 Index | 2013-12-10 | 2018-08-16 | $5,533 | $3,675 | $1,858 | $1,858 | |
| 117 Shs I Shares Russell 2000 Index | 2014-04-30 | 2018-08-16 | $19,618 | $12,958 | $6,660 | $6,660 | |
| 81 Shs I Shares Russell 2000 Index | 2014-08-04 | 2018-08-16 | $13,582 | $8,956 | $4,626 | $4,626 | |
| 205 Shs Shares Russell 2000 Index | 2013-11-04 | 2018-08-16 | $34,374 | $22,495 | $11,879 | $11,879 | |
| 60 Shs I Shares Russell 2000 Index | 2013-10-04 | 2018-08-16 | $10,061 | $6,414 | $3,647 | $3,647 | |
| 219 Shs I Shares Russell 2000 Index | 2013-09-03 | 2018-08-16 | $36,722 | $22,159 | $14,563 | $14,563 | |
| 25,000 PA Swarthmore Boro Auth | 2011-11-30 | 2018-09-15 | $25,000 | $25,000 | $0 | $0 | |
| 50,000 MD Montgomery Cnty Ltd | 2013-11-25 | 2018-11-01 | $50,000 | $49,674 | $326 | $326 | |
| 50,000 Discover Bank CD NC | 2013-12-04 | 2018-12-04 | $50,000 | $49,625 | $375 | $375 | |
| 100,000 PA Chester Cnty GO NC | 2013-11-14 | 2019-02-15 | $100,000 | $100,000 | $0 | $0 | |
| 260 Us Treasury Inflation Indexed Note NC | 2014-10-29 | 2019-03-31 | $269 | $260 | $9 | $9 | |
| 415 Shs Treasury Inflation Indexed Note | 2015-06-30 | 2019-03-31 | $415 | $415 | $0 | $0 | |
| PA Lower Allen Twp Go | 2013-11-26 | 2019-05-15 | $25,000 | $25,625 | -$625 | -$625 | |
| 100,000 SD St Bldg Auth Rev NC | 2013-11-14 | 2019-06-01 | $100,000 | $100,000 | $0 | $0 | |
| Capital Gains Dividends | $50,873 | $50,873 | $50,873 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $116,443 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $321,698 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,042,764 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.053237 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $303,545 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,669,511 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.053540 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $300,778 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $5,693,422 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052829 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $314,177 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,005,184 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.052318 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $55,000 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,258,397 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.008788 | DistributionYr5Rt |
| Total Distribution | 0.220712 | TotalDistributionRt |
| Average Distribution | 0.044142 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,881,840 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $259,636 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,089 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $261,725 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $304,500 | 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 | $2,089 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,089 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,089 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $804 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $804 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $1,285 | TaxDueAmt |
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 | 0 | 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 | Richard Braemer | IndividualWithBooksNm |
| Phone | 2158648899 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1735 Market St 51st Fl | 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| Barbara Toll | ||||||||
| 138 Prince Street | New York | NY | 10012 | President | 1.00 | $0 | $0 | $0 |
| Richard Braemer | ||||||||
| 1735 Market Street 51st Fl | Philadelphia | PA | 19103 | Secretary | 0.01 | $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 | Brain & Behavior Research Foundation(SEE PART XV) | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | Independent Curators International(SEE PART XV) | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | The Corporation of Yaddo(SEE PART XV) | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
| Description4 | The Drawing Center(SEE PART XV) | Description4Txt |
| Expenses4 | $0 | 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 | $5,927,169 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $44,242 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,971,411 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,971,411 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $89,571 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,881,840 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $294,092 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $294,092 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,089 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,089 | TotalTaxAmt |
| Distributable Before Adj | $292,003 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $292,003 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $292,003 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $304,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $304,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,089 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $302,411 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,003 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $9,219 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $22,979 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,164 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $53,362 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $304,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $292,003 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $12,497 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $65,859 | 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 | $9,219 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $56,640 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $22,979 | ExcessFromYear2Amt |
| Excess From Year1 | $21,164 | ExcessFromYear1Amt |
| Excess From Current Year | $12,497 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Fair Shake for Youth | |||||||
| 210 West 101st Street | New York | NY | 10025 | None | Public Charity | Unrestricted | $5,000 |
| Brain & Behavior Research Foundation | |||||||
| 60 Cutter Mill Rd 404 | Great Neck | NY | 11021 | None | Public Charity | Unrestricted | $90,000 |
| Goucher College | |||||||
| 1021 Dulaney Valley Road | Baltimore | MD | 21204 | None | Public Charity | Unrestricted | $10,000 |
| Independent Curators International | |||||||
| 799 Broadway 205 | New York | NY | 10003 | None | Public Charity | Unrestricted | $55,000 |
| Parrish Art Museum | |||||||
| 297 Montauk Highway | Water Mill | NY | 11976 | None | Public Charity | Unrestricted | $5,000 |
| Planned Parenthood Federation of America | |||||||
| 26 Bleecker Street | New York | NY | 10012 | None | Public Charity | Unrestricted | $10,000 |
| Solomon R Guggenheim Museum | |||||||
| 1071 Fifth Ave | New York | NY | 10128 | None | Public Charity | Unrestricted | $20,000 |
| The Corporation of Yaddo | |||||||
| PO Box 395 | Saratoga Springs | NY | 12866 | None | Public Charity | Unrestricted | $10,000 |
| The Drawing Center | |||||||
| 35 Wooster St | New York | NY | 10013 | None | Public Charity | Unrestricted | $60,000 |
| The Museum of Modern Art | |||||||
| 11 W 53rd St | New York | NY | 10019 | None | Public Charity | Unrestricted | $27,500 |
| Tel Aviv Museum's American Friends | |||||||
| 1201 Broadway suite 507 | New York | NY | 10001 | None | Public Charity | Unrestricted | $10,000 |
| Art21 | |||||||
| 231 West 29th Street Suite 706 | New York | NY | 10001 | None | Public Charity | Unrestricted | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $304,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $120,611 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $116,443 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $237,054 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $237,054 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | The Foundation invests its assets and distributes the income derived therefrom to variouis Section 501(c)(3) organizations. |
| 4 | See item 3 |
| 8 | See item 3 |
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 | $1,750 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Convertable bond fund and corporate bonds | BondNm |
| EOY Book Value | $619,835 | EOYBookValueAmt |
| EOYFMV | $638,430 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate stocks | StockNm |
| EOY Book Value | $2,276,081 | EOYBookValueAmt |
| EOYFMV | $3,490,530 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $489,450 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $497,915 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $616,998 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $628,954 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Other investments - Master Limited Partnerships | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $210,414 | BookValueAmt |
| EOYFMV | $220,968 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal fees | CategoryTxt |
| Legal Fees | $1,434 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Investment management fees | $28,189 | $28,189 | $0 |
| Wire fees | $36 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Federal excise tax on investment income | CategoryTxt |
| Amt | $514 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Comments