FORMAN FAM FOUNDATION TR 12112013: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FORMAN FAM FOUNDATION TR 12112013 (EIN 38-7106076)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349101387
- 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
- Depreciation Schedule
- Investments Other Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T11:01:19-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET STREET SUITE 700 | 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 | 387106076 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Forman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL C FORMAN | InCareOfNm |
| Business Name Control | FORM | BusinessNameControlTxt |
| Phone | 2154951160 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 Rouse Blvd Suite 675 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19112 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL C FORMAN | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Phone | 2154951160 | PhoneNum |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Michael S Jackson | PreparerPersonNm |
| PTIN | P00236684 | PTIN |
| Phone | 2155614200 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 38.84.128.189 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23695320171325000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-05-12 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | F9DA08CF6491D49784EF75DB2DB7A7178F639E28 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4CD7119036C902D3DDE9C2F0A26BCB335C0E5E18 | 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 | $21,730,890 | 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 | $16,734,407 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,937 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,937 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $35,542 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $35,542 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$99,581 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,174,017 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $16,679,305 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $44,479 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Other Prof Fees Rev And Expnss | $19,323 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $19,323 | OtherProfFeesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $19,323 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $19,323 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $390,868 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $390,868 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $410,191 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $19,323 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $390,868 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $16,269,114 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,156 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $280,763 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,353,725 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,353,725 | SavAndTempCashInvstEOYFMVAmt |
| Other Investments BOY | $4,912,166 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,395,658 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $10,377,165 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,192,929 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,749,383 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,730,890 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $5,192,929 | RetainedEarningBOYAmt |
| Retained Earning EOY | $19,749,383 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,192,929 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,749,383 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,192,929 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,749,383 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,192,929 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $16,269,114 | ExcessRevenueOverExpensesAmt |
| Other Increases | -$1,712,660 | OtherIncreasesAmt |
| Subtotal | $19,749,383 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $19,749,383 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| AB SEL US LG/SHT ADV | 2015-12-16 | 2016-04-27 | $22,266 | $22,207 | $59 | $59 |
| AB SEL US LG/SHT ADV | 2016-04-27 | $670,751 | $697,004 | -$26,253 | -$26,253 | |
| LATEEF FUND I | 2014-03-20 | $481,000 | $691,299 | -$210,299 | -$210,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$99,581 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $380,026 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $4,303,323 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.08831 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $224,780 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $5,491,488 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.040932 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $0 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,708,750 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.0 | DistributionYr3Rt |
| Total Distribution | 0.129242 | TotalDistributionRt |
| Average Distribution | 0.043081 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,557,390 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $239,418 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $252 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $239,670 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $390,868 | 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 | $252 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $252 | SubtotalAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,902 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,902 | TotalPaymentsAndCreditsAmt |
| Overpayment | $1,650 | OverpaymentAmt |
| Applied To ES Tax | $1,650 | 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 |
| 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 | MICHAEL C FORMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2154951160 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 ROUSE BLVD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19112 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL C FORMAN | ||||||||
| 201 Rouse Blvd | Philadelphia | PA | 19112 | President | 0.25 | $0 | $0 | $0 |
| JENNIFER S RICE | ||||||||
| 201 Rouse Blvd | Philadelphia | PA | 19112 | Vice president | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,075,290 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $566,730 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,642,020 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,642,020 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $84,630 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,557,390 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $277,870 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $277,870 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $252 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $252 | TotalTaxAmt |
| Distributable Before Adj | $277,618 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $277,618 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $277,618 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $390,868 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $390,868 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $252 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $390,616 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $277,618 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2014 | PriorYear1Yr |
| Prior Year2 | 2013 | PriorYear2Yr |
| Prior Year3 | 2012 | PriorYear3Yr |
| Excess Distribution Cyov Yr2 | $0 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $113,160 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $113,160 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $390,868 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $277,618 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $113,250 | RemainingDistriFromCorpusAmt |
| Total Corpus | $226,410 | TotalCorpusAmt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $226,410 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $0 | ExcessFromYear2Amt |
| Excess From Year1 | $113,160 | ExcessFromYear1Amt |
| Excess From Current Year | $113,250 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Franklin Institute | ||||||||
| 22 N 20th Street | Philadelphia | PA | 19103 | N/A | PC | Unrestricted | $20,000 | |
| Hamptons Invitational | ||||||||
| PO Box 1890 | bridgehamton | NY | 11932 | N/A | PC | Unrestricted | $10,500 | |
| Perfect Earth Project | ||||||||
| 962 springs fireplace road | east hampton | NY | 11937 | N/A | PC | Unrestricted | $2,600 | |
| Vetri Foundation for Children | ||||||||
| 1113 Admiral Peary Way Quarters N | Philadelphia | PA | 19112 | N/A | PC | Unrestricted | $25,000 | |
| The Philadelphia School | ||||||||
| 2501 Lombard Street | Philadelphia | PA | 19146 | N/A | PC | Unrestricted | $61,768 | |
| Tate Americas Foundation | ||||||||
| 520 west 27th street unit 404 | new york | NY | 10001 | N/A | PC | Unrestricted | $27,500 | |
| Friends' Central SChool | ||||||||
| 1101 city avenue | wynnewood | PA | 19096 | N/A | PC | Unrestricted | $3,500 | |
| dallas contemporary | ||||||||
| 161 glass street | dallas | TX | 75207 | N/A | PC | Unrestricted | $5,000 | |
| KIPP Philadelphia Schools | ||||||||
| 5900 Baltimore Ave | Philadelphia | PA | 19143 | N/A | PC | Unrestricted | $25,000 | Room 206 |
| Education Law Center - PA | ||||||||
| 1315 Walnut Street 4th Floor | Philadelphia | PA | 19107 | N/A | PC | Unrestricted | $10,000 | |
| Congregation Rodeph Shalom | ||||||||
| 615 N Broad Street | Philadelphia | PA | 19123 | N/A | PC | Unrestricted | $200,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $390,868 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,937 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $35,542 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$99,581 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$55,102 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$55,102 | 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 |
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 | Michael Forman | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o 201 Rouse BLVD Ste 675 | AddressLine1Txt |
| City | Philadelphia | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19112 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $16,734,407 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | various publicly traded stocks | NoncashPropertyDesc |
| Fair Market Value | $5,440,943 | FairMarketValueAmt |
| Received | 2016-12-21 | ReceivedDt |
Depreciation Schedule DepreciationSchedule
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| MUTUAL FUNDS | AT COST | $2,423,980 | $2,493,747 |
| FS INVESTMENTS | AT COST | $2,210,823 | $3,764,020 |
| US TRUST | AT COST | $2,760,855 | $3,119,398 |
| ISRAEL BOND | AT COST | $1,000,000 | $1,000,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | -$1,712,660 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $19,323 | Amt |
| Net Investment Income | $19,323 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
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