THE DDK FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE DDK FOUNDATION (EIN 20-8305387)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-10
- IRS object ID
- 201723149349101457
- Schema version
- 2016v3.0
- 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 Other Schedule2
- Mortgages And Notes Payable Sch
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-10T13:45:49-08:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
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 | 2016-01-01 | 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 | 2017-11-10 | 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 | 2016 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $839,048 | 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 | $30,620 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $30,620 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $30,620 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$54,516 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $153,823 | GrossSalesPriceAmt |
| Net ST Capital Gain Adj Net Incm | $223 | NetSTCapitalGainAdjNetIncmAmt |
| Total Rev And Expnss | -$22,615 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $31,901 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $32,124 | TotalAdjNetIncmAmt |
| Accounting Fees Rev And Expnss | $1,400 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,400 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $1,400 | AccountingFeesAdjNetIncmAmt |
| Other Prof Fees Rev And Expnss | $4,720 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $4,720 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $4,720 | OtherProfFeesAdjNetIncmAmt |
| Interest Rev And Expnss | $3,726 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,726 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $3,726 | InterestAdjNetIncmAmt |
| Taxes Rev And Expnss | $254 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $254 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $254 | TaxesAdjNetIncmAmt |
| Tot Opr Expenses Rev And Expnss | $10,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $10,100 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $10,100 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $59,910 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $59,910 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $70,010 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $10,100 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $10,100 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $59,910 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$92,625 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $21,801 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $22,024 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $708 | CashBOYAmt |
| Corporate Stock BOY | $25,000 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $65,061 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $65,061 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $60,423 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $820,311 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $789,326 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $778,625 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,229 | OtherAssetsBOYAmt |
| Total Assets BOY | $912,309 | TotalAssetsBOYAmt |
| Total Assets EOY | $854,387 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $839,048 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $25,801 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $58,945 | MortgagesAndNotesPayableEOYAmt |
| Total Liabilities BOY | $25,801 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $58,945 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $886,508 | UnrestrictedBOYAmt |
| Unrestricted EOY | $795,442 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $886,508 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $795,442 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $912,309 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $854,387 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $886,508 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$92,625 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,559 | OtherIncreasesAmt |
| Subtotal | $795,442 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $795,442 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 174 LOOMIS SAYLES STRATEGIC INCOME FUND | P | 2015-12-18 | 2016-10-31 | $2,529 | $2,376 | $153 | $153 |
| 150 PRUDENTIAL SECTOR FDS | P | 2015-12-21 | 2016-02-02 | $1,826 | $1,756 | $70 | $70 |
| 438 KINDER MORGAN | P | 2014-12-02 | 2016-02-02 | $6,411 | $18,192 | -$11,781 | -$11,781 |
| 74 LOOMIS SAYLES STRATEGIC FUND LONG-TERM | P | 2013-12-17 | 2016-10-31 | $1,079 | $1,187 | -$108 | -$108 |
| 3199 PIMCO | P | 2012-08-06 | 2016-02-02 | $24,059 | $35,000 | -$10,941 | -$10,941 |
| 146 PRUDENTIAL SECTOR FDS LONG TERM | P | 2013-12-23 | 2016-02-02 | $1,779 | $2,208 | -$429 | -$429 |
| 185 CRESTWOOD EQT PTR | P | 2014-04-25 | 2016-01-13 | $2,751 | $15,393 | -$12,642 | -$12,642 |
| 2814 LOOMIS SAYLES STRATEGIC INCOME FUND | P | 2007-05-02 | 2016-10-31 | $40,865 | $42,378 | -$1,513 | -$1,513 |
| 2640 PIONEER HIGH YIELD | P | 2007-05-02 | 2016-02-02 | $20,591 | $31,474 | -$10,883 | -$10,883 |
| 1278 PRUDENTIAL SECTOR FDS LONG TERM | P | 2007-05-02 | 2016-02-02 | $15,594 | $17,221 | -$1,627 | -$1,627 |
| 11427 SUNAMERICA INCOME FDS | P | 2007-05-02 | 2016-02-02 | $36,339 | $41,154 | -$4,815 | -$4,815 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$54,516 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $223 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $68,219 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $869,564 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.07845 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $54,570 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $925,615 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05896 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $60,427 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $887,372 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.06810 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $78,816 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $903,719 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.08721 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $46,800 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $907,867 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.05155 | DistributionYr5Rt |
| Total Distribution | 0.344266 | TotalDistributionRt |
| Average Distribution | 0.068853 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $770,281 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $53,036 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $218 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $53,254 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $59,910 | 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 | $218 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $218 | SubtotalAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,229 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,229 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,011 | OverpaymentAmt |
| Applied To ES Tax | $1,011 | 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 | $782,011 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $782,011 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $782,011 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $11,730 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $770,281 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $38,514 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $38,514 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $218 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $218 | TotalTaxAmt |
| Distributable Before Adj | $38,296 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $38,296 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $38,296 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $59,910 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $59,910 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $218 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $59,692 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $38,296 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $3,951 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $60,802 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $9,888 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $25,483 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $100,124 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $59,910 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $38,296 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $21,614 | RemainingDistriFromCorpusAmt |
| Total Corpus | $121,738 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $121,738 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $3,951 | ExcessFromYear4Amt |
| Excess From Year3 | $60,802 | ExcessFromYear3Amt |
| Excess From Year2 | $9,888 | ExcessFromYear2Amt |
| Excess From Year1 | $25,483 | ExcessFromYear1Amt |
| Excess From Current Year | $21,614 | 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 (16 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NAT'L MUSEUM OF AM JEWISH HIST | |||||||
| 101 S INDEPENDENCE MALL EAST | PHILADELPHIA | PA | 19106 | NONE | EOF | CHARITABLE | $360 |
| PHILADELPHIA ORCHESTRA | |||||||
| 260 S BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | EOF | CHARITABLE | $2,500 |
| FREE LIBRARY OF PHILADELPHIA | |||||||
| 1901 VINE STREET STE 111 | PHILADELPHIA | PA | 19103 | NONE | EOF | EDUCATIONAL | $1,000 |
| PHILADELPHIA MUSEUM OF ART | |||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | NONE | NC | CHARITABLE | $5,000 |
| CURTIS INSTITUTE | |||||||
| 1726 LOCUST STREET | PHILADELPHIA | PA | 19103 | NONE | EOF | EDUCATIONAL | $1,500 |
| ARCADIA UNIVERSITY | |||||||
| 450 S EASTON ROAD | GLENSIDE | PA | 19038 | NONE | NC | EDUCATIONAL | $500 |
| FOREIGN POLICY RESEARCH | |||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | NONE | EOF | EDUCATIONAL | $16,000 |
| PHILADELPHIA THEATRE COMPANY | |||||||
| 480 SOUTH BROAD STREET | PHILADELPHIA | PA | 19102 | NONE | NC | EDUCATIONAL | $250 |
| PHILADELPHIA CHAMBER MUSIC | |||||||
| 1528 WALNUT STREET | PHILADELPHIA | PA | 19102 | NONE | NC | EDUCATIONAL | $17,750 |
| BARNES FOUNDATION | |||||||
| 2025 BENJAMIN FRANKLIN PKWY | PHILADELPHIA | PA | 19130 | NONE | EOF | EDUCATIONAL | $5,000 |
| JEWISH FEDERATION OF GREATER PHILA | |||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | NONE | EOF | EDUCATIONAL | $1,000 |
| RODEPH SHALOM | |||||||
| 615 NORTH BROAD STREET | PHILADELPHIA | PA | 19123 | NONE | NC | RELIGIOUS | $4,300 |
| METROPOLITAN OPERA | |||||||
| 30 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | NONE | NC | CHARITABLE | $3,000 |
| LIVING BEYOND BREAST CANCER | |||||||
| 40 MONUMENT ROAD | CYNWYD | PA | 19004 | NONE | EOF | CHARITABLE | $250 |
| YALE UNIVERSITY | |||||||
| NEW HAVEN | CONNECTICUT | CT | 06520 | NONE | NC | EDUCATIONAL | $1,000 |
| WWHYY | |||||||
| 150 6TH STREET | PHILADELPHIA | PA | 19120 | NONE | NC | EDUCATIONAL | $500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $59,910 | 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 | $30,620 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$54,516 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$22,615 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$22,615 | 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 | ACCOUNTING FEE | CategoryTxt |
| Amt | $1,400 | Amt |
| Net Investment Income | $1,400 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,400 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| NEXTERA ENERGY 5.125 PFD | $25,000 | $21,980 |
| WELLS FARGO 5.125 PFD | $25,000 | $23,000 |
| CAPITAL ONE FIN CORP PFT 6.25% | $15,061 | $15,443 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (27 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BUCKEYE PARTNERS LP | AT COST | $15,099 | $16,540 |
| ISHARES DOW JONES SELECT | AT COST | $14,857 | $26,571 |
| DELAWARE POOLED DIVERSIFIED INCOME FUND | AT COST | $39,776 | $38,506 |
| FRANKLIN CUSTODIAN FDS | AT COST | $42,303 | $42,303 |
| JP MORGAN | AT COST | $66,107 | $66,949 |
| VIRTUS OPPORTUNITIES MULTI SECTOR | AT COST | $47,743 | $50,041 |
| TEMPLETON GLOBAL RETURN FUND | AT COST | $30,482 | $30,957 |
| THIRD AVEUE FOCUSED CR FD | AT COST | $24,999 | $9,784 |
| FRANKLIN INVS SEC TR | AT COST | $36,421 | $44,195 |
| EATON VANCE ADV SR FLTNG RT ADVANTAGE | AT COST | $38,500 | $36,997 |
| KINDER MORGAN INC | AT COST | ||
| BLACKROCK FUNDS III | AT COST | $59,018 | $55,439 |
| FIRST EAGLE FUNDS INC | AT COST | $40,915 | $38,872 |
| NATIXIS FUNDS TR II | AT COST | $47,100 | $44,200 |
| LORD ABBOTT INVESTMENT | AT COST | $60,000 | $58,422 |
| MAINSTAY FUNDS | AT COST | $51,555 | $48,255 |
| TEMPLETON BALANCED FUND | AT COST | $32,783 | $29,754 |
| THORNBURG INVT TR INVT INCOME BUILDER FD | AT COST | $43,388 | $41,469 |
| CRESTWOOD EQUITY PTRS | AT COST | ||
| COLUMBIA FUNDS | AT COST | $44,000 | $43,551 |
| CAPITAL INCOME BLDR | AT COST | $24,250 | $25,705 |
| VANGUARD FIXED INCOME | AT COST | $30,030 | $30,115 |
| LOOMIS SAYLES STRAT INC FD | AT COST | ||
| PIMCO ALL ASSET ALL AUTHORITY FD | AT COST | ||
| PIONEER GLOBAL HIGH YIELD | AT COST | ||
| PRUDENTIAL SECTOR FDS UTILITY FD | AT COST | ||
| SUNAMERICA STRATEGIC BOND FD | AT COST |
Mortgages And Notes Payable Sch MortgagesAndNotesPayableSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mortgage | $58,945 | MortgageAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS | Desc |
| Amt | $1,559 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISOR FEES | CategoryTxt |
| Amt | $4,720 | Amt |
| Net Investment Income | $4,720 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $4,720 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAX PAID | CategoryTxt |
| Amt | $254 | Amt |
| Net Investment Income | $254 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $254 | AdjustedNetIncomeAmt |
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