PKG Foundation: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- PKG Foundation (EIN 23-3019837)
- Tax period
- 2015-12-01 to 2016-11-30
- Filed
- 2017-08-10
- IRS object ID
- 201732229349100413
- Schema version
- 2015v3.0
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-10T13:19:15-05:00 | ReturnTs |
| Tax Period End | 2016-11-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 751 ARBOR WAY SUITE 200 | AddressLine1Txt |
| City | BLUE BELL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19422 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-12-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 233019837 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKG FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O ELIZABETH KAPNEK GRENALD | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PKGF | BusinessNameControlTxt |
| Phone | 2159381233 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 THE FAIRWAY APT 476W | AddressLine1Txt |
| City | RYDAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH KAPNEK GRENALD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2159381233 | PhoneNum |
| Signature | 2017-07-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE MALIMBAN | PreparerPersonNm |
| PTIN | P01372721 | PTIN |
| Phone | 2156418600 | PhoneNum |
| Preparation | 2017-07-24 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,099,231 | 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 | $8,425 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $26,317 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $26,317 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$7,084 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $139,511 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $96 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $96 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $27,754 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $26,413 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,203 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,875 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,875 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $9,078 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,875 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $109,855 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $109,855 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $118,933 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,875 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $109,855 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$91,179 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $18,538 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,033 | CashBOYAmt |
| Cash EOY | $492 | CashEOYAmt |
| Cash EOYFMV | $492 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $54,328 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $27,766 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $27,766 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $645,876 | CorporateStockBOYAmt |
| Corporate Stock EOY | $580,550 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $853,958 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $216,109 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $217,466 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $217,015 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $919,346 | TotalAssetsBOYAmt |
| Total Assets EOY | $826,274 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,099,231 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $919,346 | CapitalStockBOYAmt |
| Capital Stock EOY | $826,274 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $919,346 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $826,274 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $919,346 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $826,274 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $919,346 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$91,179 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $828,167 | SubtotalAmt |
| Other Decreases | $1,893 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $826,274 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $139,511 | GrossSalesPriceAmt |
| Cost Or Other Basis | $146,595 | CostOrOtherBasisAmt |
| Gain Or Loss | -$7,084 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$7,084 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$7,084 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $123,200 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,198,997 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.102753 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $109,361 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,313,835 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.083238 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $99,700 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,266,989 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.078691 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $254,700 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,224,465 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.208009 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $140,750 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,300,517 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.108226 | DistributionYr5Rt |
| Total Distribution | 0.580917 | TotalDistributionRt |
| Average Distribution | 0.116183 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,097,482 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $127,509 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $185 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $127,694 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $109,855 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $371 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $371 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $371 | TaxBasedOnInvestmentIncomeAmt |
| Applied To Es Tax | $499 | AppliedToEsTaxAmt |
| Total Payments And Credits | $499 | TotalPaymentsAndCreditsAmt |
| Overpayment | $128 | OverpaymentAmt |
| Applied To ES Tax | $128 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| 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 | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | ELIZABETH KAPNEK GRENALD | IndividualWithBooksNm |
| Phone | 2159381233 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 THE FAIRWAY APT 476W | AddressLine1Txt |
| City | RYDAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|
| ELIZABETH KAPNEK GRENALD | ||||||||
| 1515 THE FAIRWAY APT 476W | RYDAL | PA | 19046 | PRESIDENT/DIRECTOR | 2.00 | $0 | $0 | $0 |
| THEODORE H KAPNEK III | ||||||||
| 1515 THE FAIRWAY APT 476W | RYDAL | PA | 19046 | VICE PRESIDENT/DIRECTOR | 1.00 | $0 | $0 | $0 |
| LINDA K BROWN | ||||||||
| 1515 THE FAIRWAY APT 476W | RYDAL | PA | 19046 | SECRETARY & TREASURER/DIRECTOR | 1.00 | $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 |
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 | $1,063,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $50,849 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,114,195 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,114,195 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,713 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,097,482 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,874 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,874 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $371 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $371 | TotalTaxAmt |
| Distributable Before Adj | $54,503 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,503 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,503 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $109,855 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $109,855 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $109,855 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,503 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $76,221 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $194,466 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $36,877 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $47,416 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $64,434 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $419,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $109,855 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,503 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $55,352 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $474,766 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $76,221 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $398,545 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $194,466 | ExcessFromYear4Amt |
| Excess From Year3 | $36,877 | ExcessFromYear3Amt |
| Excess From Year2 | $47,416 | ExcessFromYear2Amt |
| Excess From Year1 | $64,434 | ExcessFromYear1Amt |
| Excess From Current Year | $55,352 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ALBERT EINSTEIN HEALTHCARE NETWORK | ||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | SO III FI | GENERAL OPERATING | $250 |
| CRADLES TO CRAYONS INC | ||||||
| 155 NORTH BEACON STREET | BRIGHTON | MA | 02135 | PC | GENERAL OPERATING | $250 |
| MAZON INC A JEWISH RESPONSE TO HUNGER | ||||||
| 10495 SANTA MONICA BLVD NO 100 | LOS ANGELES | CA | 90025 | PC | GENERAL OPERATING | $500 |
| CONGREGATION KOL AMI | ||||||
| 8201 HIGH SCHOOL ROAD | ELKINS PARK | PA | 19027 | NC | GENERAL OPERATING | $5,355 |
| MOORE COLLEGE OF ART AND DESIGN | ||||||
| 20TH STREET AND THE PARKWAY | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $32,500 |
| FOX CHASE CANCER CENTER | ||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | PC | GENERAL OPERATING | $1,000 |
| ABINGTON HEALTH | ||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | SO II | GENERAL OPERATING | $10,000 |
| UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY | ||||||
| 1709 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $10,000 |
| WHYY INC | ||||||
| 150 NORTH SIXTH STREET | PHILADELPHIA | PA | 19106 | PC | GENERAL OPERATING | $500 |
| FREE LIBRARY OF PHILADELPHIA FOUNDATION | ||||||
| 1901 VINE STREET | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $10,000 |
| PHILADELPHIA MUSEUM OF ART | ||||||
| PO BOX 7646 | PHILADELPHIA | PA | 19101 | PC | GENERAL OPERATING | $35,000 |
| BARNARD COLLEGE | ||||||
| 3009 BROADWAY | NEW YORK | NY | 10027 | PC | GENERAL OPERATING | $500 |
| WRTI LEADERSHIP CIRCLE | ||||||
| 1509 CECIL B MOORE AVENUE | PHILADELPHIA | PA | 19121 | NC | GENERAL OPERATING | $500 |
| JEWISH FEDERATION OF GREATER PHILADELPHIA | ||||||
| 2100 ARCH STREET | PHILADELPHIA | PA | 19103 | PC | GENERAL OPERATING | $2,500 |
| ANNE BLUETHENTHAL & DANCERS | ||||||
| 3574 22ND STREET | SAN FRANCISCO | CA | 94114 | PC | GENERAL OPERATING | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $109,855 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $26,317 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 01 | ExclusionCd |
| Exclusion | $96 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,084 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $19,329 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $19,329 | 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 | ELIZABETH GRENALD | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1515 THE FAIRWAY APT 476W | AddressLine1Txt |
| City | RYDAL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19046 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $8,425 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $217,466 | EOYBookValueAmt |
| EOYFMV | $217,015 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $580,550 | EOYBookValueAmt |
| EOYFMV | $853,958 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $1,893 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $7,875 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $7,875 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $96 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $96 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $96 | AdjustedNetIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $1,203 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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