ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ADAM AND MARIA SARAH SEYBERT INSTITUTION FOR POOR BOYS AND GIRL (EIN 23-6260105)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-17
- IRS object ID
- 201802609349100105
- Schema version
- 2017v2.3
- 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 Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-17T10:01:19-04:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232749044 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEE BERGVALL & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 754 | AddressLine1Txt |
| City | WARRINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 189760754 | 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 | 236260105 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADAM AND MARIA SARAH SEYBERT | BusinessNameLine1Txt |
| Business Name Line2 | INSTITUTION FOR POOR BOYS AND GIRLS | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADAM | BusinessNameControlTxt |
| Phone | 2156969336 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1286 | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARDSON SEDMAK | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Signature | 2018-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CYNTHIA BERGVALL CPA | PreparerPersonNm |
| PTIN | P00133440 | PTIN |
| Phone | 2153432727 | PhoneNum |
| Preparation | 2018-09-17 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 71.162.146.76 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-17 | IPDt |
| IP Tm | 09:01:19 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6A36CA13AE06D1942A6C1A9528B806B6F3FC4756 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A0D890806678E283C743CAE1876DB8C28E29C278 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $10,016,754 | FMVAssetsEOYAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $5 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $178,136 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $178,136 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $605,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,733,668 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $605,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,964 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $785,113 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $783,149 | TotalNetInvstIncmAmt |
| Legal Fees Rev And Expnss | $30,349 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $30,349 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $1,450 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $363 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,088 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $117,055 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $117,055 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $75,060 | OtherProfFeesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $3,225 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $3,225 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $9,459 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $641 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,817 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $161,538 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $118,059 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $118,539 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $431,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $431,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $593,038 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $118,059 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $550,039 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $192,075 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $665,090 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $4,870 | CashBOYAmt |
| Cash EOY | $17,456 | CashEOYAmt |
| Cash EOYFMV | $17,456 | CashEOYFMVAmt |
| Sav And Temp Cash Invst EOY | $70,007 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $70,007 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,754,451 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,948,367 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,291,577 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,966,852 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,583,052 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,566,516 | CorporateBondsEOYFMVAmt |
| Other Investments EOY | $79,968 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $71,198 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,726,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,698,850 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,016,754 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,726,173 | UnrestrictedBOYAmt |
| Unrestricted EOY | $7,698,850 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,726,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,698,850 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,726,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,698,850 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,726,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $192,075 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,780,602 | OtherIncreasesAmt |
| Subtotal | $7,698,850 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $7,698,850 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (65 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 500SHS WISDOMTREE EUROPE HEDGED EQU | P | 2015-02-11 | 2017-10-13 | $32,597 | $30,527 | $2,070 | $2,070 |
| 700SHS NUVEEN PREFERRED SECURITIES | P | 2017-05-03 | 2017-10-13 | $12,439 | $12,215 | $224 | $224 |
| 7000SHS US TREAS N/B 4% | P | 2008-08-27 | 2017-10-13 | $7,151 | $7,033 | $118 | $118 |
| 1773.304SHS TOTAL STOCK MKT IDX ADM | P | 2017-05-15 | $106,558 | $60,445 | $46,113 | $46,113 | |
| 268.101SHS PRIMECAP FUND ADMIRAL | P | 2017-11-14 | $36,287 | $20,010 | $16,277 | $16,277 | |
| 300SHS ISHARES RUSSELL 2000 INDEX FU | P | 2010-06-11 | 2017-10-13 | $44,853 | $19,281 | $25,572 | $25,572 |
| 36SHS ISHARES TIPS BOND ETF | P | 2016-11-01 | 2017-10-13 | $4,102 | $4,169 | -$67 | -$67 |
| 1000SHS VANGUARD INFLAT PROTECT-INV | P | 2009-01-14 | 2017-10-13 | $13,150 | $11,575 | $1,575 | $1,575 |
| 523.166SHS WINDSOR II FUND ADM | P | 2017-05-15 | $34,639 | $29,939 | $4,700 | $4,700 | |
| 266.301SHS STRATEGIC EQUITY FUND | P | 2017-11-14 | $9,368 | $5,282 | $4,086 | $4,086 | |
| 900SHS VANGUARD DIVIDEDN APPREC ETF | P | 2016-05-12 | 2017-10-13 | $86,461 | $73,509 | $12,952 | $12,952 |
| 800SHS NUVEEN PREFERRED SECURITIES | P | 2017-04-10 | 2017-10-13 | $14,216 | $13,848 | $368 | $368 |
| 18.253SHS EXPLORER FUND ADMIRAL | P | 2017-01-12 | $1,501 | $1,289 | $212 | $212 | |
| 45.94SHS EXPLORER FUND ADMIRAL | P | 2017-07-27 | $4,169 | $3,244 | $925 | $925 | |
| 854.677SHS TOT INTL STOCK IX ADMIRAL | P | 2017-11-14 | $25,427 | $22,337 | $3,090 | $3,090 | |
| 256SHS ISHARES CORE S&P 500 ETF | P | 2017-10-13 | $65,729 | $36,588 | $29,141 | $29,141 | |
| 1440SHS DOUBLELINE TTL RTRN BND | P | 2012-10-05 | 2017-10-13 | $15,437 | $16,402 | -$965 | -$965 |
| 474.297SHS SHORT-TERM INVEST-GR ADM | P | 2017-01-12 | $5,051 | $5,083 | -$32 | -$32 | |
| 84.812SHS PRIMECAP FUND ADMIRAL | P | 2017-07-27 | $10,697 | $6,330 | $4,367 | $4,367 | |
| 1135.09SHS TOTAL STOCK MKT IDX ADM | P | 2017-11-14 | $73,123 | $38,967 | $34,156 | $34,156 | |
| 6000SHS US TREAS N/B 4% | P | 2008-08-27 | 2017-10-13 | $6,129 | $6,028 | $101 | $101 |
| 1575SHS DOUBLELINE LOW DUR BOND | P | 2014-08-15 | 2017-10-13 | $15,876 | $16,081 | -$205 | -$205 |
| 232.243SHS STRATEGIC EQUITY FUND | P | 2017-01-12 | $7,622 | $4,607 | $3,015 | $3,015 | |
| 482.894SHS SHORT-TERM INVEST-GR ADM | P | 2017-07-26 | $5,167 | $5,175 | -$8 | -$8 | |
| 237.863SHS WINDSOR II FUND ADM | P | 2017-11-14 | $16,270 | $13,634 | $2,636 | $2,636 | |
| 10000SHS US TREAS 6.25% | P | 2017-10-13 | $12,336 | $10,939 | $1,397 | $1,397 | |
| 177SHS ISHARES CORE S&P 500 ETF | P | 2012-10-10 | 2017-10-13 | $45,445 | $25,626 | $19,819 | $19,819 |
| 135.931SHS TOTAL STOCK MKT IDX ADM | P | 2017-01-12 | $7,734 | $4,618 | $3,116 | $3,116 | |
| 13.946SHS STRATEGIC EQUITY FUND | P | 2017-07-27 | $480 | $277 | $203 | $203 | |
| 18SHS ISHARES TIPS BOND ETF | P | 2016-11-01 | 2017-10-13 | $2,051 | $2,084 | -$33 | -$33 |
| 603SHS ISHARES EDGE MSCI MIN VOL US | P | 2016-05-12 | 2017-10-13 | $30,748 | $26,772 | $3,976 | $3,976 |
| 49.705SHS WINDSOR II FUND ADM | P | 2017-01-12 | $3,142 | $2,844 | $298 | $298 | |
| 103.019SHS TOT INTL STOCK IX ADMIRAL | P | 2017-07-27 | $2,966 | $2,691 | $275 | $275 | |
| 425SHS ISHARES RUSSELL MID-CAP ETF | P | 2009-11-04 | 2017-10-13 | $85,079 | $23,936 | $61,143 | $61,143 |
| 581SHS MATTHEWS PACIFIC TIGER-INST | P | 2012-10-05 | 2017-10-13 | $17,273 | $13,816 | $3,457 | $3,457 |
| 135.445SHS PRIMECAP FUND ADMIRAL | P | 2017-03-09 | $15,926 | $10,109 | $5,817 | $5,817 | |
| 27.28SHS TOTAL STOCK MKT IDX ADM | P | 2017-07-27 | $1,687 | $933 | $754 | $754 | |
| 505SHS ISHARES EDGE MSCI MIN VOL US | P | 2016-06-12 | 2017-10-13 | $25,750 | $22,421 | $3,329 | $3,329 |
| 800SHS NUVEEN PREFERRED SECURITIES | P | 2016-08-26 | 2017-10-13 | $14,216 | $13,808 | $408 | $408 |
| 385.912SHS TOTAL STOCK MKT IDX ADM | P | 2017-03-09 | $22,834 | $13,112 | $9,722 | $9,722 | |
| 21.73SHS EXPLORER FUND ADMIRAL | P | 2017-09-20 | $1,992 | $1,534 | $458 | $458 | |
| 5500SHS VANGUARD TOT BD MKT IDX-ADM | P | 2017-10-13 | $59,455 | $59,648 | -$193 | -$193 | |
| 900SHS VANGUARD DIVIDEDN APPREC ETF | P | 2016-05-12 | 2017-10-13 | $86,461 | $73,509 | $12,952 | $12,952 |
| 18.978SHS WINDSOR II FUND ADM | P | 2017-03-09 | $1,240 | $1,086 | $154 | $154 | |
| 111.629SHS PRIMECAP FUND ADMIRAL | P | 2017-09-20 | $14,447 | $8,332 | $6,115 | $6,115 | |
| 1876SHS DOUBLELINE LOW DUR BOND | P | 2014-08-15 | 2017-10-13 | $18,910 | $19,154 | -$244 | -$244 |
| 5500SHS VANGUARD TOT BD MKT IDX-ADM | P | 2017-10-13 | $59,455 | $59,648 | -$193 | -$193 | |
| 222.476SHS EXPLORER FUND ADMIRAL | P | 2017-05-15 | $19,473 | $15,709 | $3,764 | $3,764 | |
| 358.997SHS TOT INTL STOCK IX ADMIRAL | P | 2017-09-20 | $10,576 | $9,382 | $1,194 | $1,194 | |
| 1066SHS DOUBLELINE TTL RTRN BND | P | 2012-10-05 | 2017-10-13 | $11,428 | $12,142 | -$714 | -$714 |
| 500SHS WISDOMTREE EUROPE HEDGED EQU | P | 2015-02-11 | 2017-10-13 | $32,597 | $30,527 | $2,070 | $2,070 |
| 392.374SHS PRIMECAP FUND ADMIRAL | P | 2017-05-15 | $47,858 | $29,286 | $18,572 | $18,572 | |
| 681.363SHS TOTAL STOCK MKT IDX ADM | P | 2017-09-20 | $42,837 | $23,308 | $19,529 | $19,529 | |
| 543SHS MATTHEWS PACIFIC TIGER-INST | P | 2012-10-05 | 2017-10-13 | $16,143 | $12,913 | $3,230 | $3,230 |
| 425SHS ISHARES RUSSELL MID-CAP ETF | P | 2009-01-14 | 2017-10-13 | $85,079 | $23,936 | $61,143 | $61,143 |
| 485.241SHS SHORT-TERM INVEST-GR ADM | P | 2017-05-02 | $5,182 | $5,200 | -$18 | -$18 | |
| 2.185SHS WINDSOR II FUND ADM | P | 2017-09-20 | $147 | $125 | $22 | $22 | |
| 1000SHS VANGUARD INFLAT PROTECT-INV | P | 2009-01-14 | 2017-10-13 | $13,150 | $11,575 | $1,575 | $1,575 |
| 275SHS ISHARES RUSSELL 2000 INDEX FU | P | 2010-06-11 | 2017-10-13 | $41,115 | $17,674 | $23,441 | $23,441 |
| 149.339SHS STRATEGIC EQUITY FUND | P | 2017-05-15 | $4,997 | $2,962 | $2,035 | $2,035 | |
| 490.89SHS SHORT-TERM INVEST-GR ADM | P | 2017-10-27 | $5,243 | $5,261 | -$18 | -$18 | |
| 800SHS NUVEEN PREFERRED SECUTIRIES | P | 2016-08-26 | 2017-10-13 | $14,216 | $13,808 | $408 | $408 |
| 12000SHS US TREAS 6.25% | P | 2017-10-13 | $14,803 | $13,068 | $1,735 | $1,735 | |
| 1307.827SHS TOT INTL STOCK IX ADMIRA | P | 2017-05-15 | $36,475 | $34,133 | $2,342 | $2,342 | |
| 101.342SHS EXPLORER FUND ADMIRAL | P | 2017-11-14 | $9,525 | $7,156 | $2,369 | $2,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $605,008 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $492 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $363,889 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,634,149 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054851 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $331,792 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,902,435 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048069 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $353,999 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,964,928 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050826 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $384,325 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,491,071 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059208 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $230,186 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $5,844,628 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.039384 | DistributionYr5Rt |
| Total Distribution | 0.252338 | TotalDistributionRt |
| Average Distribution | 0.050468 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,359,976 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $421,911 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,651 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $428,562 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $550,039 | 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 | $6,651 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,651 | SubtotalAmt |
| Tax Based On Investment Income | $6,651 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,412 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,412 | TotalPaymentsAndCreditsAmt |
| Tax Due | $1,239 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SEYBERTFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | DIANA LOUKEDIS DOHERTY | IndividualWithBooksNm |
| Phone | 2156969336 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 BELMONT SQUARE | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| RICHARDSON SEDMAK | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | PRESIDENT | 2.00 | $0 | $0 | $0 |
| OBINNA I ABARA ESQ | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | VICE PRESIDE | 1.50 | $0 | $0 | $0 |
| LANDON JONES ESQ | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | TREASURER | 2.00 | $0 | $0 | $0 |
| LINDA A WHITE | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | SECRETARY | 1.50 | $0 | $0 | $0 |
| CICELY PETERSON-MANGUM ESQ | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MARISSA MEYERS | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MIGUEL MOREL | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MATTHEW A GRANDE | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEEPA VASUDEVAN | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DARIO BELLOT | ||||||||
| PO BOX 1286 | DOYLESTOWN | PA | 18901 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DIANA LOUKEDIS DOHERTY | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 32 BELMONT SQUARE | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | MGMT SERVICES | ServiceTypeTxt |
| Compensation | $82,500 | CompensationAmt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,408,545 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $78,740 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,487,285 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $8,487,285 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $127,309 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,359,976 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $417,999 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $417,999 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,651 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,651 | TotalTaxAmt |
| Distributable Before Adj | $411,348 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $411,348 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $411,348 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $550,039 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $550,039 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,651 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $543,388 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $411,348 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr3 | $4,530 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $37,594 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $42,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $550,039 | QualifyingDistributionsAmt |
| Applied To Current Year | $411,348 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $138,691 | RemainingDistriFromCorpusAmt |
| Total Corpus | $180,815 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $180,815 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $4,530 | ExcessFromYear3Amt |
| Excess From Year1 | $37,594 | ExcessFromYear1Amt |
| Excess From Current Year | $138,691 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DIANA LOUKEDIS DOHERTY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1286 | AddressLine1Txt |
| City | DOYLESTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18901 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2156969336 | RecipientPhoneNum |
| Form And Info And Materials | SEE WEBSITE FOR GRANT FORMS. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | SEE WEBSITE FOR GRANT DUE DATES. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE RESTRICTED TO THE BENEFIT OF POOR BOYS AND GIRLS RESIDING IN PHILADELPHIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACTION WELLNESS | ||||||
| 1216 ARCH STREET 6TH FLO | PHILADELPHIA | PA | 19107 | 501(C)3 | GENERAL OPERATING | $5,000 |
| ADOPTION CENTER OF DELAWARE VALLEY | ||||||
| 1500 WALNUT ST | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $4,000 |
| AFTER SCHOOL ACTIVITIES PARTNERSHIP | ||||||
| 1520 LOCUST ST | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $10,000 |
| AFTER-SCHOOL ALL-STARS | ||||||
| 1501 CHERRY STREET | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| ARTISTAS Y MUSICOS LATINO AMERICANO | ||||||
| 4261 N 5TH ST | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $5,000 |
| ARTWELL | ||||||
| 3723 CHESTNUT ST | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $10,000 |
| THE ATTIC YOUTH CENTER | ||||||
| 255 S 16TH ST | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $10,000 |
| AYUDA COMMUNITY CENTER | ||||||
| 4400 N MARSHALL ST | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $5,000 |
| BUILDABRIDGE INTERNATIONAL | ||||||
| 205 W TULPEHOCKEN ST | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $10,000 |
| CAMBODIAN ASSOC OF GREATER PHILA | ||||||
| 5412 N 5TH ST | PHILADELPHIA | PA | 19120 | 501(C)3 | GENERAL OPERATING | $5,000 |
| CAMP ENDEAVOR INC | ||||||
| 909 N 19TH ST | PHILADELPHIA | PA | 19130 | 501(C)3 | GENERAL OPERATING | $5,000 |
| CARIE | ||||||
| 1500 JOHN F KENNEDY BLVD | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| CENTER FOR GRIEVING CHILDREN TEENS | ||||||
| 1139 LUZERNE ST | PHILADELPHIA | PA | 19124 | 501(C)3 | GENERAL OPERATING | $5,000 |
| CENTER IN THE PARK | ||||||
| 5818 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| CENTRO NUEVA CREACION | ||||||
| 185 WEST TIOGA STREET | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $10,000 |
| CHESTNUT HILL MEALS ON WHEELS | ||||||
| 1710 BETHLEHEM PIKE | FLOURTOWN | PA | 19031 | 501(C)3 | GENERAL OPERATING | $5,000 |
| CHURCH OF THE ADVOCATE | ||||||
| 1801 DIAMOND S | PHILADELPHIA | PA | 19121 | CHURCH | GENERAL OPERATING | $10,000 |
| COSACOSA ART AT LARGE | ||||||
| 4427 MAIN ST | PHILADELPHIA | PA | 19127 | 501(C)3 | GENERAL OPERATING | $5,000 |
| COURT APPOINTED SPECIAL ADVOCATES O | ||||||
| 1940 BRANDYWINE ST | PHILADELPHIA | PA | 19130 | 501(C)3 | GENERAL OPERATING | $11,000 |
| DANCING CLASSROOMS PHILLY | ||||||
| 4226 SPRUCE ST | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $5,000 |
| DOWN THE LINE AND BEYOND | ||||||
| 422 E LOCUST AVE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $2,500 |
| DRUEDING CENTER | ||||||
| 413 MASTER ST | PHILADELPHIA | PA | 19122 | 501(C)3 | GENERAL OPERATING | $5,000 |
| EDUCATION PLUS INC | ||||||
| 970 SPROUL ROAD | BRYN MAWR | PA | 19010 | 501(C)3 | GENERAL OPERATING | $5,000 |
| ESPERANZA IMMIGRATION LEGAL SERVICE | ||||||
| 4261 N 5TH STREET | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $10,000 |
| EXCEL PHILLY INC | ||||||
| 1126 LINDLEY AVE STE 2 | PHILADELPHIA | PA | 19141 | 501(C)3 | GENERAL OPERATING | $2,500 |
| FACE TO FACE | ||||||
| 109 E PRICE STREET | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| FOOD MOXIE | ||||||
| 559 CARPENTER LANE | PHILADELPHIA | PA | 19119 | 501(C)3 | GENERAL OPERATING | $3,500 |
| FRESH ARTISTS | ||||||
| 3510 SCOTTS LN | PHILADELPHIA | PA | 19129 | 501(C)3 | GENERAL OPERATING | $3,500 |
| GIRLS ROCK PHILLY | ||||||
| 1867 FRANKFORD AVE | PHILADELPHIA | PA | 19125 | 501(C)3 | GENERAL OPERATING | $3,500 |
| GREATER PHILADELPHIA DIAPER BANK | ||||||
| 1 YALE DR | RICHBORO | PA | 18954 | 501(C)3 | GENERAL OPERATING | $5,000 |
| HOMELESS ADVOCACY PROJECT | ||||||
| 42 SOUTH 15TH ST 4TH FL | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| INTERNATIONAL BALLET EXCHANGE | ||||||
| 38 EAST SCHOOLHOUSE LN | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| LIBERTY LUTHERANLUTHERAN CHILDREN | ||||||
| 7002 BUTLER PIKE | AMBLER | PA | 19002 | 501(C)3 | GENERAL OPERATING | $5,000 |
| LIVECONNECTIONSORG | ||||||
| 3025 WALNUT ST | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $5,000 |
| MATERNITY CARE COALITION | ||||||
| 2000 HAMILTON STREET NO | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $5,000 |
| MAZZONI CENTER | ||||||
| 21 S 12TH ST 2 FLOOR | PHILADELPHIA | PA | 19147 | 501(C)3 | GENERAL OPERATING | $5,000 |
| METROPOLITAN BALLET COMPANY | ||||||
| 1316 WARNER RD | JENKINTOWN | PA | 19046 | 501(C)3 | GENERAL OPERATING | $4,000 |
| MIGHTY WRITERS | ||||||
| 1501 CHRISTIAN ST | PHILADELPHIA | PA | 19146 | 501(C)3 | GENERAL OPERATING | $6,000 |
| MONKEY & THE ELEPHANT | ||||||
| 2831 W GIRARD AVE | PHILADELPHIA | PA | 19130 | 501(C)3 | GENERAL OPERATING | $10,000 |
| MUSICOPIA | ||||||
| 2001 MARKET STREET SUITE | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $4,000 |
| NATIONALITIES SERVICE CENTER | ||||||
| 1216 ARCH ST | PHILADELPHIA | PA | 19107 | 501(C)3 | GENERAL OPERATING | $5,000 |
| NEIGHBORHOOD BIKE WORKS | ||||||
| 3943 LANCASTER AVE | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $5,000 |
| NORRIS SQUARE NEIGHBORHOOD PROJECT | ||||||
| 2141 N HOWARD ST | PHILADELPHIA | PA | 19122 | 501(C)3 | GENERAL OPERATING | $5,000 |
| NSCDAPA (STENTON) | ||||||
| 4601 N 18TH STREET | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $4,000 |
| ONE HOUSE AT A TIME | ||||||
| 411 SUSQUEHANNA ROAD | AMBLER | PA | 19002 | 501(C)3 | GENERAL OPERATING | $10,000 |
| PEGASUS RIDING ACADEMY | ||||||
| 8297 BUSTLETON AVE | PHILADELPHIA | PA | 19152 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA CORPORATION FOR AGING | ||||||
| 642 N BROAD ST | PHILADELPHIA | PA | 19130 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA EDUCATION FUND FOR MEN | ||||||
| 1709 BENJAMIN FRANKLIN PK | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $4,000 |
| PHILADELPHIA READS | ||||||
| 1709 BENJAMIN FRANKLIN PK | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA SHAKESPEARE THEATRE | ||||||
| 202 WEST VIRGINIA AVE | WEST CHESTER | PA | 19380 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA WOODEN BOAT FACTORY | ||||||
| 4520 WORTH ST STE L2 | PHILADELPHIA | PA | 19124 | 501(C)3 | GENERAL OPERATING | $10,000 |
| PHILADELPHIA YOUNG PLAYWRIGHTS | ||||||
| 1709 BENJAMIN FRANKLIN PA | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PHILADELPHIA YOUTH BASKETBALL INC | ||||||
| 1735 MARKET STREET 50TH | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PLAYWORKS EDUCATION ENERGIZED | ||||||
| 1518 WALNUT ST PENTHOUSE | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| PORTSIDE ART CENTER | ||||||
| 2531 E LEHIGH AVE | PHILADELPHIA | PA | 19125 | 501(C)3 | GENERAL OPERATING | $3,000 |
| SAVANNAH CHAMBER PLAYERS INC AKA P | ||||||
| PO BOX 22363 | PHILADELPHIA | PA | 19110 | 501(C)3 | GENERAL OPERATING | $5,000 |
| SHELTERED YOGA | ||||||
| PO BOX 308 | COLUMBUS | NJ | 08022 | 501(C)3 | GENERAL OPERATING | $5,000 |
| SMITH MEMORIAL PLAYGROUND AND | ||||||
| 3500 RESERVOIR DR | PHILADELPHIA | PA | 19121 | 501(C)3 | GENERAL OPERATING | $5,000 |
| SPIRAL Q PUPPET THEATER | ||||||
| 4100 HAVERFORD AVE | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $5,000 |
| STRAWBERRY MANSION LEARNING CENTER | ||||||
| 2946 W DAUPHIN ST | PHILADELPHIA | PA | 19132 | 501(C)3 | GENERAL OPERATING | $5,000 |
| SUMMER SEARCH PHILADELPHIA | ||||||
| 1528 WALNUT STREET STE 1 | PHILADELPHIA | PA | 19102 | 501(C)3 | GENERAL OPERATING | $5,000 |
| SUNRISE OF PHILADELPHIA INC | ||||||
| 907 CANTRELL ST | PHILADELPHIA | PA | 19148 | 501(C)3 | GENERAL OPERATING | $5,000 |
| TEAMUP PHILLY (FORMERLY KATIE AT TH | ||||||
| 111 FORREST AVE 2 | NARBERTH | PA | 19072 | 501(C)3 | GENERAL OPERATING | $5,000 |
| TEMPLE UNIVERSITY FOR UNIVERSITY CI | ||||||
| 1115 POLLET WALK TEMPLE | PHILADELPHIA | PA | 19122 | 501(C)3 | GENERAL OPERATING | $5,000 |
| THE DREAM PROGRAM INC | ||||||
| 1614 N 16TH STREET | PHILADELPHIA | PA | 19121 | 501(C)3 | GENERAL OPERATING | $5,000 |
| TIMOTEO | ||||||
| 511 2ND FLOOR W COURTLA | PHILADELPHIA | PA | 19140 | 501(C)3 | GENERAL OPERATING | $5,000 |
| TRISKELES INC | ||||||
| 707 EAGLEVIEW BLVD 105 | EXTON | PA | 19341 | 501(C)3 | GENERAL OPERATING | $5,000 |
| UESF | ||||||
| 1608 WALNUT ST 600 | PHILADELPHIA | PA | 19103 | 501(C)3 | GENERAL OPERATING | $5,000 |
| URBAN AFFAIRS COALITION | ||||||
| 1207 CHESTNUT ST | PHILADELPHIA | PA | 19107 | 501(C)3 | GENERAL OPERATING | $6,000 |
| URBANSTEAD | ||||||
| 1241 S ALDER STREET | PHILADELPHIA | PA | 19147 | 501(C)3 | GENERAL OPERATING | $5,000 |
| WEST PARK CULTURAL CENTER | ||||||
| 5114 PARKSIDE AVENUE | PHILADELPHIA | PA | 19131 | 501(C)3 | GENERAL OPERATING | $5,000 |
| WEST PHILADELPHIA ALLIANCE FOR CHIL | ||||||
| 3603 HAMILTON STREET | PHILADELPHIA | PA | 19104 | 501(C)3 | GENERAL OPERATING | $10,000 |
| WHOSOEVER GOSPEL MISSION | ||||||
| 101 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| WHY NOT PROSPER | ||||||
| 717 E CHELTEN AVE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| YES ANDCOLLABORATIVE ARTS IMAGI | ||||||
| 21 W WASHINGTON LANE | PHILADELPHIA | PA | 19144 | 501(C)3 | GENERAL OPERATING | $5,000 |
| YOUTH SENTENCING AND RE-ENTRY PROJE | ||||||
| 123 S BROAD STREET 24TH | PHILADELPHIA | PA | 19109 | 501(C)3 | GENERAL OPERATING | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $431,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $5 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $178,136 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $605,008 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Exclusion | 1 | ExclusionCd |
| Exclusion | $1,964 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $785,113 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $785,113 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $1,450 | Amt |
| Net Investment Income | $363 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,088 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $1,996,175 | $1,983,466 |
| FIXED INCOME SECURITIES | $586,877 | $583,050 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MUTUAL FUNDS | $3,608,244 | $5,395,882 |
| EQUITY SECURITIES | $1,340,123 | $1,895,695 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE ASSET INVESTMENTS | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $79,968 | BookValueAmt |
| EOYFMV | $71,198 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL & PROFESSIONAL FEES | CategoryTxt |
| Legal Fees | $30,349 | LegalFeesAmt |
| Disbursements Charitable Prps | $30,349 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXPENSES | |||
| ADMINISTRATIVE EXPENSES | $4,549 | $455 | $4,094 |
| DUES & SUBSCRIPTIONS | $2,115 | $2,115 | |
| INSURANCE | $2,601 | $2,601 | |
| MISCELLANEOUS | $194 | $186 | $7 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX REFUND | Desc |
| Revenue And Expenses Per Books | $1,964 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ASSETS GAINED THROUGH MERGER | Desc |
| Amt | $1,780,602 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTANT FEES | $83,400 | $83,400 | $75,060 |
| INVESTMENT FEES | $33,655 | $33,655 |
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