THE DDK FOUNDATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- THE DDK FOUNDATION (EIN 20-8305387)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-09-13
- IRS object ID
- 201812569349100101
- 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
- Investments Corp Bonds Schedule
- Investments Other Schedule2
- Mortgages And Notes Payable Sch
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-13T05:51:47-07:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232585468 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SD ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 300 Yorktown Plaza | AddressLine1Txt |
| City | Elkins Park | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19027 | 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 | 208305387 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE DDK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DDKF | BusinessNameControlTxt |
| Phone | 2157351606 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 S BROAD STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19146 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD R KARDON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2018-09-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL BRENNER | PreparerPersonNm |
| PTIN | P00308639 | PTIN |
| Phone | 2155175600 | PhoneNum |
| 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 | $833,133 | 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 |
| Interest On Sav Rev And Expnss | $1,281 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,281 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $1,281 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $31,482 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,482 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $31,482 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $3,467 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,788 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $3,467 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,230 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,230 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,763 | TotalAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $7,384 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $7,384 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $7,384 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $3,963 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,963 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $3,963 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $256 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $256 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $256 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $11,603 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $11,603 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $11,603 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $48,160 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $48,160 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $59,763 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $11,603 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $11,603 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $48,160 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$23,533 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $24,627 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $21,160 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Corporate Bonds BOY | $65,061 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $65,061 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $66,191 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $789,326 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $750,132 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $766,942 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $854,387 | TotalAssetsBOYAmt |
| Total Assets EOY | $815,193 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $833,133 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $58,945 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $43,284 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $58,945 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $43,284 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $795,442 | UnrestrictedBOYAmt |
| Unrestricted EOY | $771,909 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $795,442 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $771,909 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $854,387 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $815,193 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $795,442 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$23,533 | ExcessRevenueOverExpensesAmt |
| Subtotal | $771,909 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $771,909 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BUCKEYE PARTNERS LP | P | 2012-02-22 | 2017-03-15 | $16,788 | $15,099 | $1,689 | $1,689 |
| FRANKLIN INVS SECS TR | P | 2010-10-27 | 2017-03-15 | $10,000 | $7,666 | $2,334 | $2,334 |
| TEMPLETON GLOBAL INVT TRUST BALANCE FUND | P | 2014-03-17 | 2017-03-15 | $10,000 | $10,556 | -$556 | -$556 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $3,467 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $59,692 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $770,281 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07749 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $68,219 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $869,564 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.07845 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $54,570 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $925,615 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.05896 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $60,427 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $887,372 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.06810 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $78,816 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $903,719 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08721 | DistributionYr5Rt |
| Total Distribution | 0.370211 | TotalDistributionRt |
| Average Distribution | 0.074042 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $774,361 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $57,335 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $246 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $57,581 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $48,160 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $493 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $493 | SubtotalAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,011 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,011 | TotalPaymentsAndCreditsAmt |
| Overpayment | $518 | OverpaymentAmt |
| Applied To ES Tax | $518 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DONALD R KARDON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2157351606 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 S BROAD STREET UNIT 2302 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19146 | 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 |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
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 |
|---|---|---|---|---|---|---|
| DONALD R KARDON | ||||||
| 440 S BROAD STREET UNIT 2302 | PHILADELPHIA | PA | 19146 | Trustee | 10.00 | $0 |
| DOROTHY R KARDON | ||||||
| 440 S BROAD STREET UNIT 2302 | PHILADELPHIA | PA | 19146 | Trustee | 4.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $786,153 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $786,153 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $786,153 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,792 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $774,361 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,718 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,718 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $493 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $493 | TotalTaxAmt |
| Distributable Before Adj | $38,225 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,225 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,225 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $48,160 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $48,160 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $48,160 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,225 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $3,951 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $60,802 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $9,888 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $25,483 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $21,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $121,738 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $48,160 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,225 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $9,935 | RemainingDistriFromCorpusAmt |
| Total Corpus | $131,673 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $3,951 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $127,722 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $60,802 | ExcessFromYear4Amt |
| Excess From Year3 | $9,888 | ExcessFromYear3Amt |
| Excess From Year2 | $25,483 | ExcessFromYear2Amt |
| Excess From Year1 | $21,614 | ExcessFromYear1Amt |
| Excess From Current Year | $9,935 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | DONALD R KARDON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 440 S BROAD STREET UNIT 2302 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19146 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2157351606 | RecipientPhoneNum |
| Form And Info And Materials | LETTER WITH INFORMATION ABOUT APPLICANT AND NEED | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | N/A | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt |
|---|---|---|---|---|---|---|---|
| BARNES FOUNDATION | |||||||
| 2025 BENJ FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | EDUCATIONAL | $5,000 | ||
| NAT'L MUSEUM OF AM JEWISH HIST | |||||||
| 101 S INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | CHARITABLE | $360 | NONE | EOF |
| PHILADELPHIA ORCHESTRA | |||||||
| 260 S BROAD STREET | PHILADELPHIA | PA | 19102 | CHARITABLE | $2,000 | NONE | EOF |
| YALE UNIVERSITY | |||||||
| PO BOX 2038 | HEW HAVEN | CT | 06521 | EDUCATIONAL | $1,000 | ||
| JEWISH FED OR GREATER PHILA | |||||||
| PO BOX 95000-4000 | PHILADELPHIA | PA | 19195 | CHARITABLE | $1,000 | ||
| FREE LIBRARY OF PHILADELPHIA | |||||||
| 1901 VINE STREET STE 111 | PHILADELPHIA | PA | 19103 | EDUCATIONAL | $1,000 | NONE | EOF |
| RODEPH SHALOM | |||||||
| 615 N BROAD STREET | PHILADELPHIA | PA | 19130 | RELIGIOUS | $3,300 | ||
| Philadelphia Museum of Art | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | CHARITABLE | $500 | NONE | NC |
| FOREIGN POLICY RESEARCH INSTITUTE | |||||||
| 10700 KNIGHTS ROAD | PHILADELPHIA | PA | 19102 | EDUCATIONAL | $5,000 | ||
| BEN GURIM UNIVERSITY | |||||||
| 1430 BROADWAY 8TH FLOOR | NEW YORK | NY | 10018 | EDUCATIONAL | $3,000 | ||
| PCMS | |||||||
| BROAD STREET | PHIALADELPHIA | PA | 19008 | EDUCATIONAL | $17,500 | ||
| FOREIGN POLICY RESEARCH | |||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | EDUCATIONAL | $3,000 | NONE | EOF |
| PHILADELPHIA THEATRE COMPANY | |||||||
| 480 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | EDUCATIONAL | $250 | NONE | NC |
| RODEPH SHALOM | |||||||
| 615 NORTH BROAD STREET | PHILADELPHIA | PA | 19123 | RELIGIOUS | $500 | NONE | NC |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | CHARITABLE | $3,000 | NONE | NC |
| LIVING BEYOND BREAST CANCER | |||||||
| 40 MONUMENT ROAD | CYNWYD | PA | 19004 | CHARITABLE | $100 | NONE | EOF |
| WHYY | |||||||
| 150 6TH STREET | PHILADELPHIA | PA | 19120 | EDUCATIONAL | $1,000 | NONE | NC |
| BALLET X | |||||||
| 265 S BROAD ST | PHILADELPHIA | PA | 19107 | ARTS | $250 | EOF | |
| MUSEUM OF AMERICAN REV | |||||||
| 101 S 3RD ST | PHILADELPHIA | PA | 19106 | EDUCATIONAL | $150 | EOF | |
| RODEPH SHALOM | |||||||
| 615 NORTH BROAD STREET | PHILADELPHIA | PA | 19123 | RELIGIOUS | $250 | NC | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $48,160 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $1,281 | RelatedOrExemptFunctionIncmAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $31,482 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | -$556 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $4,023 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | -$556 | UnrelatedBusinessTaxblIncmAmt |
| Related Or Exempt Function Incm | $36,786 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,230 | 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 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEXTERA ENERGY 5.125 PFD | $25,000 | $24,970 |
| WELLS FARGO 5.125 PFD | $25,000 | $25,120 |
| CAPITAL ONE FIN CORP PFT 6.25% | $15,061 | $16,101 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (20 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BUCKEYE PARTNERS LP | AT COST | ||
| DELAWARE POOLED DIVERSIFIED INCOME FUND | AT COST | $39,712 | $39,087 |
| FRANKLIN CUSTODIAN FDS | AT COST | $42,287 | $43,596 |
| JP MORGAN | AT COST | $66,014 | $71,965 |
| VIRTUS OPPORTUNITIES MULTI SECTOR | AT COST | $47,743 | $50,359 |
| TEMPLETON GLOBAL RETURN FUND | AT COST | $22,227 | $22,080 |
| THIRD AVEUE FOCUSED CR FD | AT COST | $20,212 | $2,699 |
| FRANKLIN INVS SEC TR | AT COST | $28,755 | $38,010 |
| EATON VANCE ADV SR FLTNG RT ADVANTAGE | AT COST | $38,500 | $37,202 |
| BLACKROCK FUNDS III | AT COST | $59,018 | $57,569 |
| FIRST EAGLE FUNDS INC | AT COST | $40,906 | $42,798 |
| NATIXIS FUNDS TR II | AT COST | $47,100 | $43,890 |
| LORD ABBOTT INVESTMENT | AT COST | $60,000 | $57,742 |
| MAINSTAY FUNDS | AT COST | $51,555 | $51,446 |
| THORNBURG INVT TR INVT INCOME BUILDER FD | AT COST | $43,388 | $45,595 |
| COLUMBIA FUNDS | AT COST | $44,000 | $44,374 |
| CAPITAL INCOME BLDR | AT COST | $24,250 | $28,012 |
| VANGUARD FIXED INCOME | AT COST | $30,037 | $30,121 |
| TEMPLETON INCOME TR | AT COST | $29,571 | $30,829 |
| ISHARES SELECT | AT COST | $14,857 | $29,568 |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $43,284 | MortgageAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| advisory fees | $4,365 | $4,365 | $4,365 | $0 |
| OTHER PROFESSIONAL FEES | $3,019 | $3,019 | $3,019 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | taxes | CategoryTxt |
| Amt | $256 | Amt |
| Net Investment Income | $256 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $256 | AdjustedNetIncomeAmt |
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