DANIEL M TABAS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- DANIEL M TABAS FAMILY FOUNDATION (EIN 23-6934594)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-11
- IRS object ID
- 201701319349101140
- 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
- Schedule B
- Accounting Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-11T10:10:42-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 222428965 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITRIN COOPERMAN & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1800 JFK BOULEVARD 20TH FLOOR | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 236934594 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL M TABAS FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | DANI | BusinessNameControlTxt |
| Phone | 2154770583 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 543 MULBERRY LANE - OFFICE ANNEX | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICHOLAS RANDAZZO | PersonNm |
| Person Title | MANAGER | PersonTitleTxt |
| Phone | 2159227070 | PhoneNum |
| Signature | 2017-05-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL KLINE | PreparerPersonNm |
| PTIN | P00148247 | PTIN |
| Phone | 2155454800 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.122.22.194 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-05-04 | IPDt |
| IP Tm | 11:09:07 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A593B685C20A269AD5C1C8B659C81AEF770DC20D | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 59557D4DA60917D218F0B443BB80AB1A6ABE169A | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,569,621 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $18,000 | ContriRcvdRevAndExpnssAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $710,610 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $710,610 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $728,610 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $0 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $710,610 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $3,545 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,545 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,470 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,545 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $22,640 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $22,640 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $27,110 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $26,185 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $701,500 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $710,610 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $631 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,769,631 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,769,631 | SavAndTempCashInvstEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,000,000 | LandBldgEquipCostOrOtherBssAmt |
| Land BOY | $3,000,000 | LandBOYAmt |
| Land EOY | $3,000,000 | LandEOYAmt |
| Land EOYFMV | $500,000 | LandEOYFMVAmt |
| Other Assets BOY | $5,367,490 | OtherAssetsBOYAmt |
| Other Assets EOY | $4,299,990 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $4,299,990 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,368,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,069,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,569,621 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,004,274 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,004,274 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,363,847 | RetainedEarningBOYAmt |
| Retained Earning EOY | $6,065,347 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,368,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,069,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,368,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,069,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,368,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $701,500 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,069,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,069,621 | TotNetAstOrFundBalancesEOYAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $32,462 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,867,490 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.005533 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $34,374 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $500,223 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.068717 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $35,276 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $500,064 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.070543 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $37,215 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $500,896 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.074297 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $43,790 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $512,321 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085474 | DistributionYr5Rt |
| Total Distribution | 0.304564 | TotalDistributionRt |
| Average Distribution | 0.060913 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,530,894 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $336,903 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $0 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $336,903 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $26,185 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $0 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $0 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $0 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $0 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | 0 | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | NICHOLAS RANDAZZO | IndividualWithBooksNm |
| Phone | 2154770583 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 545 MULBERRY LANE | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| NICHOLAS RANDAZZO | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | MANAGER AS NEEDED | 0.00 | $0 | $0 | $0 |
| EVELYN R TABAS | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| JAMES J MCSWIGGAN JR | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| LEE E TABAS | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| ROBERT R TABAS | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| MURRAY STEMPEL III | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| SUSAN TABAS TEPPER | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| JO ANN TABAS WURZAK | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| CAROL L TABAS | ||||||||
| 543 MULBERRY LANE - OFFICE ANNEX | HAVERFORD | PA | 19041 | TRUSTEE AS NEEDED | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A - FOUNDATION'S CHARITABLE ACTIVITY LIMITED TO CASH DONATIONS TO ORGANIZATIONS LISTED IN PART XV 3(A) | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $885,131 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $4,729,990 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,615,121 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,615,121 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,530,894 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $276,545 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $276,545 | MinimumInvestmentReturnAmt |
| Total Tax | $0 | TotalTaxAmt |
| Distributable Before Adj | $276,545 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $276,545 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $276,545 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $26,185 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $26,185 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $26,185 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $276,545 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $43,174 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $37,170 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $35,263 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $34,363 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $32,462 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $182,432 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $26,185 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $26,185 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $182,432 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $182,432 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $67,928 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| BRIDELWILD TRAILS ASSOCIATION | ||||||
| PO BOX 368 | GLADWYNE | PA | 190350368 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $50 |
| BRYN MAWR HOSPITAL FOUNDATION | ||||||
| 130 S BRYN MAWR AVENUE | BRYN MAWR | PA | 19010 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $50 |
| CHILDREN'S HOSPITAL OF PITTSBURGH FD | ||||||
| 1251 WATERFRONT PLACE | PITTSBURGH | PA | 152224209 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $1,000 |
| FRANKLIN & MARSHALL FUND | ||||||
| SEVENTH AVENUE AT 27TH STREET | NEW YORK | NY | 100015922 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $250 |
| FRIENDSHIP CIRCLE OF PITTSBURGH | ||||||
| 5872 NORTHUMBERLAND STREET | PITTSBURGH | PA | 15217 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $1,000 |
| MAGEE WOMEN'S FOUNDATION | ||||||
| 3339 WARD STREET | PITTSBURGH | PA | 15213 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $500 |
| NARBERTH AMBULANCE | ||||||
| PO BOX 269 | ARDMORE | PA | 19003 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $500 |
| THE BALDWIN SCHOOL | ||||||
| 701 MONTGOMERY AVENUE | NARBERTH | PA | 19072 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $2,050 |
| THE HAVERFORD SCHOOL | ||||||
| 450 LANCASTER AVE | HAVERFORD | PA | 19041 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $750 |
| THE PENNINGTON SCHOOL | ||||||
| 112 W DELAWARE AVE | PENNINGTON | NJ | 08534 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $5,000 |
| TRUSTEE OF THE UNIVERSITY PENNSYLVANIA | ||||||
| UNIVERSITY CITY | PHILADELPHIA | PA | 19104 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $5,250 |
| VENTURE OUTDOORS | ||||||
| 304 FORBES AVENUE | PITTSBURGH | PA | 15222 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 FOR USE I | $250 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| 2525 PENNSYLVANIA AVENUE | PHILADELPHIA | PA | 19103 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $815 |
| SETTING SCOLIOSIS STRAIGHT | ||||||
| 2535 CAMINO DEL RIO ST | SAN DIEGO | CA | 92108 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $75 |
| THE NATIONAL AVIARY IN PITTSBUGH | ||||||
| ALLEGHENY COMMONS WEST | PITTSBURGH | PA | 15212 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $100 |
| THE PITTSBURGH BALLET | ||||||
| 2900 LIBERTY AVE | PITTSBURGH | PA | 15201 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $100 |
| THE PITTSBURGH SYMPHONY ORCHESTRA | ||||||
| 600 PENN AVE | PITTSBURGH | PA | 15222 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $100 |
| THE ROCK SCHOOL OF DANCE | ||||||
| 1101 SOUTH BROAD ST | PHILADELPHIA | PA | 19147 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $800 |
| THE WETHERILL SCHOOL | ||||||
| 1321 BEAUMONT DR | GLADWYNE | PA | 19035 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $50 |
| UNITED WAY OF SOUTHWESTERN PA | ||||||
| 1250 PENN AVENUE | PITTSBURGH | PA | 15222 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $500 |
| USC MARSHALL PARENT FUND | ||||||
| PO BOX 80354 | LOS ANGELES | CA | 90080 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $1,000 |
| WOMEN'S COMMITTEE PENN MUSEUM | ||||||
| 3260 SOUTH STREET | PHILADELPHIA | PA | 19104 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $600 |
| ZETA BETA TAU FOUNDATION | ||||||
| PO BOX 2187 | COLUMBUS | GA | 31902 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $250 |
| CHOATE ROSEMARY HALL | ||||||
| 333 CHRISTIAN ST | WALLINGFORD | PA | 06492 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $100 |
| EINSTEIN HEALTHCARE NETWORK | ||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $150 |
| AMERICAN FRIENDS OF KISHORIT | ||||||
| PO BOX 370362 | PITTSBURGH | PA | 15213 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $1,000 |
| MARK'S COLORECTAL SURGICAL FOUNDATION | ||||||
| 100 LANCASTER AVE | WYNNEWOOD | PA | 19096 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $250 |
| OSHER LIFELONG LEARNING INSTITUTE | ||||||
| 4909 FREW STREET | PITTSBURGH | PA | 15313 | PUBLIC | CONTRIBUTION TO ORGS.LISTED IN IRS PUBL.78 | $100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $22,640 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GAIN ON SALE OF ARTWORK | 05 | $707,460 |
| UNCASHED CONTRIBUTION | 05 | $3,150 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $710,610 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $710,610 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | EVELYN R TABAS | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 543 MULBERRY LANE | AddressLine1Txt |
| City | HAVERFORD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $18,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FINE ARTS | Desc |
| BOY Book Value | $5,367,490 | BOYBookValueAmt |
| EOY Book Value | $4,299,990 | EOYBookValueAmt |
| EOYFMV | $4,299,990 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGE | $10 | $0 | $0 | $10 |
| INSURANCE | $3,319 | $0 | $0 | $3,319 |
| OFFICE EXPENSES | $216 | $0 | $0 | $216 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| GAIN ON SALE OF ARTWORK | $707,460 | $707,460 |
| UNCASHED CONTRIBUTION | $3,150 | $3,150 |
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