TOBIN FAMILY FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- TOBIN FAMILY FOUNDATION (EIN 23-6420013)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-27
- IRS object ID
- 201801179349100700
- Schema version
- 2017v2.2
- 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
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-27T08:47:23-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 518 TOWNSHIP LINE ROAD SUITE 300 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236420013 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE TOBIN FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TOBI | BusinessNameControlTxt |
| Phone | 6106497024 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CHESWOLD LANE UNIT 5D | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCES E TOBIN | PersonNm |
| Person Title | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 6106497024 | PhoneNum |
| Signature | 2018-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MALIMBAN | PreparerPersonNm |
| PTIN | P01372721 | PTIN |
| Phone | 2156418600 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $919,074 | 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 | $350,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $16,684 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $16,684 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,006,633 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $708 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $359,925 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $16,684 | 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 |
| Taxes Rev And Expnss | $288 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $288 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,045 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,045 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $5,333 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,333 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $320,662 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $320,662 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $325,995 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,333 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $320,662 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $33,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $11,351 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $41,214 | CashBOYAmt |
| Cash EOY | $86,534 | CashEOYAmt |
| Cash EOYFMV | $86,534 | CashEOYFMVAmt |
| US Government Obligations BOY | $0 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $298,054 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $297,867 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $318,146 | CorporateStockBOYAmt |
| Corporate Stock EOY | $342,653 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $425,165 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $437,993 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $104,042 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $109,508 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $797,353 | TotalAssetsBOYAmt |
| Total Assets EOY | $831,283 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $919,074 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $797,353 | RetainedEarningBOYAmt |
| Retained Earning EOY | $831,283 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $797,353 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $831,283 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $797,353 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $831,283 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $797,353 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $33,930 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $831,283 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $831,283 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $1,005,214 | $1,014,100 | -$8,886 | -$8,886 |
| CAPITAL GAINS DIVIDENDS | P | $1,419 | $1,419 | $1,419 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $352,814 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,110,646 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.317666 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $135,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,278,427 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.105599 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $70,000 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,321,403 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.052974 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $42,803 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $952,791 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.044924 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $437,376 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,253,197 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.349008 | DistributionYr5Rt |
| Total Distribution | 0.870171 | TotalDistributionRt |
| Average Distribution | 0.174034 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $993,818 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $172,958 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $114 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $173,072 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $320,662 | 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 | $114 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $114 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $566 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $566 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $452 | OverpaymentAmt |
| Applied To ES Tax | $452 | 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 | FRANCES TOBIN | IndividualWithBooksNm |
| Phone | 6106497024 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CHESWOLD LN | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | FRANCES E TOBIN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CHESWOLD LANE UNIT 5D | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | SECRETARY | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 0.20 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| 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 | NOT APPLICABLE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $795,943 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $213,009 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,008,952 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,008,952 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $15,134 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $993,818 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $49,691 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $49,691 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $114 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $114 | TotalTaxAmt |
| Distributable Before Adj | $49,577 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $49,577 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $49,577 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $320,662 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $320,662 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $114 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $320,548 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $49,577 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $375,464 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $5,333 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,685 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $297,750 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $750,232 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $320,662 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $49,577 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $271,085 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,021,317 | 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 | $375,464 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $645,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $5,333 | ExcessFromYear3Amt |
| Excess From Year2 | $71,685 | ExcessFromYear2Amt |
| Excess From Year1 | $297,750 | ExcessFromYear1Amt |
| Excess From Current Year | $271,085 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | FRANCES E TOBIN | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBERT EINSTEIN HEALTHCARE NETWORK | ||||||
| 5501 OLD YORK RD | PHILADELPHIA | PA | 19141 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 |
| AMERICAN FRIENDS OF MAGEN DAVID ODOM | ||||||
| 352 SEVENTH AVENUE SUITE 400 | NEW YORK | NY | 10001 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 |
| CHILDREN'S CRISIS TREATMENT CENTER | ||||||
| 1080 N DELAWARE AVENUE | PHILADELPHIA | PA | 19125 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $15,000 |
| DANA-FARBER CANCER INSTITUTE INC | ||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 02215 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $25 |
| EPILEPSY FOUNDATION OF EASTERN PENNSYLVANIA | ||||||
| 919 WALNUT STREET SUITE 700 | PHILADELPHIA | PA | 19107 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $250 |
| GREENPEACE INC | ||||||
| 702 H STREET NW SUITE 300 | WASHINGTON | DC | 20001 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $25 |
| HAR ZION TEMPLE | ||||||
| 1500 HAGYS FORD RD | PENN VALLEY | PA | 19072 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $200 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100,000 |
| JEWISH NATIONAL FUND | ||||||
| 42 EAST 69TH STREET | NEW YORK | NY | 10021 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $200 |
| MAZON A JEWISH RESPONSE TO HUNGER | ||||||
| 10850 WILSHIRE BLVD SUITE 400 | LOS ANGELES | CA | 90024 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 |
| RAYMOND AND RUTH PERELMAN JEWISH DAY SCHOOL | ||||||
| 49 HAVERFORD RD | WYNNEWOOD | PA | 19096 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 |
| SPECIAL OLYMPICS INC | ||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 20036 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $107 |
| ST JUDE'S CHILDREN'S RESEARCH HOSPITAL INC | ||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $35 |
| STOP CONCUSSION USA INC | ||||||
| 12 NIBLICK WAY | NORTH READING | MA | 01864 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $1,750 |
| THE GARRET SNIDER INITIATIVE | ||||||
| PO BOX 42248 | PHILADELPHIA | PA | 19101 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $200 |
| THE LEUKEMIA & LYMPHOMA SOCIETY INC | ||||||
| 3 INTERNATIONAL DRIVE SUITE 200 | RYE BROOK | NY | 10573 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $50 |
| THE TENDER LOVING CARE FOUNDATION | ||||||
| 1670 OLD COUNTRY ROAD | PLAINVIEW | NY | 11803 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $70 |
| THE UNITED STATES HOLOCAUST MEMORIAL MUSUEM | ||||||
| 100 RAOUL WALLENBERG PLACE SW | WASHINGTON | DC | 20024 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 |
| THE WISTAR INSTITUTE OF ANATOMY & BIOLOGY | ||||||
| 3601 SPRUCE STREET | PHILADELPHIA | PA | 191044265 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $200,000 |
| THE ZEBRA NETWORK CO PLAYERS PHILANTHROPY FUND | ||||||
| 1122 KENILWORTH DRIVE SUITE 307 | TOWSON | MD | 21204 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $750 |
| THOMAS JEFFERSON UNIVERSITY HOSPITAL INC | ||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $500 |
| TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | ||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $350 |
| UNITED STATES TENNIS ASSOCIATION INCORPORATED | ||||||
| 70 WEST RED OAK LANE | WHITE PLAINS | NY | 10604 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $100 |
| WORLD JEWISH CONGRESS AMERICAN SECTION INC | ||||||
| 501 MADISON AVENUE | NEW YORK | NY | 10022 | PC | FOR GENERAL SUPPORT OF CHARITABLE ACTIVITIES | $150 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $320,662 | 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) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $16,684 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $708 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,467 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $9,925 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $9,925 | 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 | FRANCES E TOBIN | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 CHESWOLD LANE UNIT 5D | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $350,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GRANT PARK MULTI ALTERNATIVE STRATS FUND CLASS I | $18,004 | $18,624 |
| NEUBERGER BERMAN LONG SHORT FUND CLASS INSTL | $15,605 | $18,040 |
| BLACKSTONE ALTERNATVIE MULTI-STRATEGY FUND CLASS I | $42,689 | $44,563 |
| AC ALTERNATIVES INCOME FUND CLASS I | $27,744 | $28,281 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (11 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SPDR S&P 500 ETF TR | $80,512 | $114,750 |
| ISHARES CORE S&P MIDCAP ETF | $23,668 | $34,160 |
| ISHARES MSCI EAFE ETF | $61,138 | $66,795 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $17,655 | $25,605 |
| AMERICAN CENTURY INTERNATIONAL OPPS FUND CLASS I | $16,411 | $20,598 |
| ENERGY SELECT SECTOR SPDR FUND ETF | $8,422 | $10,116 |
| ISHARES INTL SELECT DIVID ETF | $16,089 | $18,077 |
| ISHARES CORE S&P SMALL-CAP ETF | $14,101 | $20,739 |
| ISHARES US OIL EQUIPMENT & SERVICES ETF | $17,853 | $18,319 |
| ISHARES CORE DIVD GRWTH ETF | $28,199 | $33,563 |
| SPDR GOLD SHARES ETF | $58,605 | $62,443 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $298,054 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $297,867 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BANK FEES | Desc |
| Revenue And Expenses Per Books | $5,045 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $5,045 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Revenue And Expenses Per Books | $708 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $708 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $288 | Amt |
| Net Investment Income | $288 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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