THE ROBERT AND JANE TOLL FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
THE ROBERT AND JANE TOLL FOUNDATION (EIN 23-2654322)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-10
IRS object ID
202523149349102172
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-11-10T12:45:12-06:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN871353108PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1EISNER ADVISORY GROUP LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1130 NORTH 18TH STREET SUITE 3000AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191032757ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN232654322EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE ROBERT AND JANE TOLL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlROBEBusinessNameControlTxt
Phone2156652079PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CO COZEN 1650 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMATTHEW KAMENSPersonNm
Person TitleDIRECTORPersonTitleTxt
Phone2156652079PhoneNum
Signature2025-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPAUL DOUGHERTYPreparerPersonNm
PTINP00200301PTIN
Phone2158818800PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$68,799,679FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$6,284,438ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$3,294,312DividendsRevAndExpnssAmt
Dividends Net Invst Incm$3,294,312DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$805,172NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$30,269,239GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,251,579CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$10,383,922TotalRevAndExpnssAmt
Total Net Invst Incm$7,545,891TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss$66,923LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm$0LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl$66,923LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$34,372AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$17,186AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$17,186AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$87,967OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$45,810OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$42,157OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$71,185TaxesRevAndExpnssAmt
Taxes Net Invst Incm$26,185TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$260,447TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$89,181TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$126,266TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$3,451,399ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$249,399ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$3,711,846TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$89,181TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$375,665TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$6,672,076ExcessRevenueOverExpensesAmt
Net Investment Income$7,456,710NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$694,204SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1,197,839SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$1,197,839SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl BOY$31,224AcctRcvblBOYAmt
Other Nts And Loans Rcvbl$4,047,079OtherNtsAndLoansRcvblAmt
Other Rcvbl Allwnc Dbtfl Acct$0OtherRcvblAllwncDbtflAcctAmt
Other Nts And Loans Rcvbl BOY$3,000,000OtherNtsAndLoansRcvblBOYAmt
Other Nts And Loans Rcvbl EOY$4,047,079OtherNtsAndLoansRcvblEOYAmt
Other Nts And Loans Rcvbl EOYFMV$4,047,079OtherNtsAndLoansRcvblEOYFMVAmt
US Government Obligations BOY$47,315,143USGovernmentObligationsBOYAmt
US Government Obligations EOY$0USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$0USGovtObligationsEOYFMVAmt
Other Investments BOY$9,198,418OtherInvestmentsBOYAmt
Other Investments EOY$62,197,612OtherInvestmentsEOYAmt
Other Investments EOYFMV$63,554,761OtherInvestmentsEOYFMVAmt
Other Assets BOY$531,465OtherAssetsBOYAmt
Other Assets EOY$0OtherAssetsEOYAmt
Other Assets EOYFMV$0OtherAssetsEOYFMVAmt
Total Assets BOY$60,770,454TotalAssetsBOYAmt
Total Assets EOY$67,442,530TotalAssetsEOYAmt
Total Assets EOYFMV$68,799,679TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind
No Donor Rstr Net Assests BOY$60,770,454NoDonorRstrNetAssestsBOYAmt
No Donor Rstr Net Assests EOY$67,442,530NoDonorRstrNetAssestsEOYAmt
Tot Net Ast Or Fund Balances BOY$60,770,454TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$67,442,530TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$60,770,454TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$67,442,530TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$60,770,454TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$6,672,076ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$67,442,530SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$67,442,530TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SALE OF PUBLICILY TRADED SECURITIES JPM #1005P$7,798,904$7,593,686$205,218$205,218
SALE OF PUBLICILY TRADED SECURITIES JPM #1005P$1,412,011$998,418$413,593$413,593
62,500 SH OF TOLL BROTHERS INCP$6,413,525$2,812,031$3,601,494$3,601,494
SALE OF PUBLICILY TRADED SECURITIES CORDATUSP$8,199,990$8,200,000-$10-$10
CAPITAL GAIN DISTRIBUTIONP$30,643$30,643$30,643
JPM MMFP$6,414,166$6,413,525$641$641
FieldValueIRS element (for citing)
Capital Gain Net Income$4,251,579CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$103,648InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$103,648SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$103,648TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$120,328EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce$0ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid$11,000ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld$0BackupWithholdingWithheldAmt
Total Payments And Credits$131,328TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$0EsPenaltyAmt
Overpayment$27,680OverpaymentAmt
Applied To ES Tax$27,680AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StatePAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCOZEN O'CONNORIndividualWithBooksNm
Phone2156652079PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11650 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc0TransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsYes (1)MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
JANE TOLL
C/O COZEN 1650 MARKET STREETPHILADELPHIAPA19103PRESIDENT, SECRETARY, TREASURER2.00$0$0$0
MATTHEW H KAMENS
C/O COZEN 1650 MARKET STREETPHILADELPHIAPA19103DIRECTOR2.00$0$0$0
LESTER E LIPSCHUTZ
1801 N MILITARY TRAIL SUITE 200BOCA RATONFL33431DIRECTOR2.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1COZEN O'CONNORBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11650 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Service TypeLEGALServiceTypeTxt
Compensation$66,923CompensationAmt
FieldValueIRS element (for citing)
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$43,147,247AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$20,681,873AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$3,326,986FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$67,156,106TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$67,156,106AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,007,342CashDeemedCharitableAmt
Net Vl Noncharitable Assets$66,148,764NetVlNoncharitableAssetsAmt
Minimum Investment Return$3,307,438MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$3,307,438MinimumInvestmentReturnAmt
Tax Based On Investment Income$103,648TaxBasedOnInvestmentIncomeAmt
Total Tax$103,648TotalTaxAmt
Distributable Before Adj$3,203,790DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$3,203,790DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$3,203,790DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$375,665ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$375,665QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$3,203,790DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$1,566,617ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$403,156ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$1,092,390ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$3,935,685ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$6,997,848TotalExcessDistributionCyovAmt
Qualifying Distributions$375,665QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$375,665AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$2,828,125ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$2,828,125ExcessDistributionCyovAppCYAmt
Total Corpus$4,169,723TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$4,169,723ExcessDistriCyovToNextYrAmt
Excess From Year3$234,038ExcessFromYear3Amt
Excess From Year2$3,935,685ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJANE TOLLContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
350ORG
PO BOX 843004BOSTONMA022843004NONEPCGENERAL SUPPORT$1,000
BARD COLLEGE
PO BOX 5000ANNANDALEONHUDSONNY125045000NONEPCGENERAL SUPPORT$50,000
CASA CORNELIA LAW CENTER
PO BOX 12666SAN DIEGOCA92112NONEPCGENERAL SUPPORT$2,500
CASCO PUBLIC LIBRARY
5 LEACH HILL ROADCASCOME04015NONEPCGENERAL SUPPORT$1,000
EARTHJUSTICE
50 CALIFORNIA ST 500SAN FRANCISCOCA94111NONEPCGENERAL SUPPORT$3,000
FARMERJAWN & FRIENDS FOUNDATION FUND
6730 GERMANTOWN AVENUEPHILADELPHIAPA191192108NONEPCGENERAL SUPPORT$1,667
FIVE TOGETHER FOUNDATION
C/O COZEN 1650 MARKET STREETPHILADELPHIAPA19103NONEPFSEE EXPENDITURE RESPONSIBILITY STATEMENT$3,202,000
HUMAN RIGHTS CAMPAIGN FOUNDATION
1640 RHODE ISLAND AVE NWWASHINGTONDC20036NONEPCGENERAL SUPPORT$2,500
HUMAN RIGHTS WATCH
350 5TH AVENUE 34TH FLNEW YORKNY10118NONEPCGENERAL SUPPORT$5,000
KING'S ACADEMY
245 PARK AVENUE 39TH FLOOR SUITE 70NEW YORKNY10167NONEPCGENERAL SUPPORT$40,000
KITCHENS FOR GOOD
2799 HEALTH CENTER DRIVESAN DIEGOCA92123NONEPCGENERAL SUPPORT$2,500
SADIE NASH LEADERSHIP PROJECT
4 WEST 43RD ST 502NEW YORKNY10036NONEPCGENERAL SUPPORT$1,666
SHARING EXCESS
5109 WARREN STPHILADELPHIAPA19131NONEPCGENERAL SUPPORT$15,000
SOLEBURY TWP POLICE BENEVOLENCE ASSOC
PO BOX 339SOLEBURYPA189630339NONEPCGENERAL SUPPORT$500
STUDENT ADVOCACY
3 WEST MAIN ST SUITE 212ELMSFORDNY10523NONEPCGENERAL SUPPORT$5,000
SUNRISE DAY CAMP
11 NEIL COURTOCEANSIDENY11572NONEPCGENERAL SUPPORT$1,000
SUNRISE MOVEMENT EDUCATION FUND
712 H ST NE UNIT 626WASHINGTONDC20002NONEPCGENERAL SUPPORT$1,000
THE AMERICAN INDEPENDENT
800 MAINE AVE SW NO 5TH FLWASHINGTONDC20024NONEPCGENERAL SUPPORT$55,000
THIRD WAVE FUND
228 PARK AVE S PMB 32277NEW YORKNY10003NONEPCGENERAL SUPPORT$1,666
UNIVERSITY OF UTAH HEALTH
1525 WEST 2100 SOUTHSALT LAKE CITYUT84119NONEPCGENERAL SUPPORT$5,000
URBAN STAGES
555 8TH AVENUE SUITE 1800NEW YORKNY10018NONEPCGENERAL SUPPORT$900
WIN (WOMEN IN NEED)
ONE STATE STREET PLAZA 18TH FLOORNEW YORKNY10004NONEPCGENERAL SUPPORT$25,000
YOUNG MUSICIANS UNITE
1260 NW 29TH STREET 103MIAMIFL33142NONEPCGENERAL SUPPORT$5,000
ACLU FOUNDATION
125 BROAD ST 18TH FLNEW YORKNY10004NONEPCGENERAL SUPPORT$2,500
THE SLU FOUNDATION
25 W 43RD ST 19TH FLNEW YORKNY10036NONEPCGENERAL SUPPORT$10,000
THE MICHAEL J FOX FOUNDATION
PO BOX 5014HAGERSTOWNMD21741NONEPCGENERAL SUPPORT$1,000
YAMBA MALAWL
244 FIFTH AVENUE SUTE 1280NEW YORKNY10001NONEPCGENERAL SUPPORT$5,000
BREAKTHROUGH COLLABORATIVE
PO BOX 71420OAKLANDCA94612NONEPCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$3,451,399TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,294,312ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$805,172ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$4,099,484ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$4,099,484TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1JANE TOLLBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12500 BAY AVENUEAddressLine1Txt
CityMIAMI BEACHCityNm
State AbbreviationFLStateAbbreviationCd
ZIP33140ZIPCd
FieldValueIRS element (for citing)
Total Contributions$6,284,438TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property62,500 SHARES OF TOLL BROTHERS INCNoncashPropertyDesc
Fair Market Value$6,258,438FairMarketValueAmt
Received2024-02-09ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTING FEESCategoryTxt
Amt$34,372Amt
Net Investment Income$17,186NetInvestmentIncomeAmt
Disbursements Charitable Prps$17,186DisbursementsCharitablePrpsAmt

Expenditure Responsibility Stmt ExpenditureResponsibilityStmt

Expenditure Responsibility ExpenditureResponsibilityGrp

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FIVE TOGETHER FOUNDATIONBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O COZEN 1650 MARKET STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Grant2024-01-01GrantDt
Grant$3,202,000GrantAmt
Purpose Of GrantTO SUPPORT CHARITABLE PURPOSES OF THE FIVE TOGETHER FOUNDATIONPurposeOfGrantTxt
Expended By Grantee$3,062,513ExpendedByGranteeAmt
Any Diversion By GranteeNONEAnyDiversionByGranteeTxt
Dates Of Reports By GranteeNOVEMBER 5, 2025DatesOfReportsByGranteeTxt
Results Of VerificationTHE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.ResultsOfVerificationTxt

General Explanation Attachment GeneralExplanationAttachment

General Explanation GeneralExplanationGrp

FieldValueIRS element (for citing)
IdentifierEXPENDITURE RESPONSIBILITYIdentifierTxt
Form And Line ReferenceFORM 990PF, PART VII-B, LINE 5CFormAndLineReferenceDesc
Medium ExplanationTO SATISFY THE REPORTING REQUIREMENTS OF IRC SECTION 4945(H)(3) AND REGULATIONS SECTION 53.4945-5(D), THE FOLLOWING INFORMATION IS PROVIDED WITH RESPECT TO THE GRANT THAT IS SUBJECT TO THE EXPENDITURE RESPONSIBILITY REQUIREMENTS OF SECTION 4945(H).GRANTEE'S NAME: FIVE TOGETHER FOUNDATIONDATE OF GRANT: JANUARY 7, 2022AMOUNT OF GRANT: $10,000,000.PURPOSE OF GRANT: TO SUPPORT CHARITABLE PURPOSES OF THE FIVE TOGETHER FOUNDATION AND TO ALLOW THE GRANTEE TO MAKE GRANTS TO CHARITIES..AMOUNTS EXPENDED: $10,000,000 THROUGH DECEMBER 31, 2024..DATE OF REPORTS BY GRANTEE: SEPTEMBER 9, 2023JULY 25, 2024NOVEMBER 5, 2025.ANY DIVERSIONS BY GRANTEE: NONE.RESULTS OF VERIFICATION: THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THEREPORT FROM THE GRANTEE; THEREFORE, NO INDEPENDENT VERIFICATION OF THEREPORT WAS MADE.MediumExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (26 entries)

Category Or ItemCategoryOrItemTxtListed At Cost Or FMVListedAtCostOrFMVCdBook ValueBookValueAmtEOYFMVEOYFMVAmt
CONSUMER DISCRETIONARY SELTAT COST$160,732$168,936
FIDELITY 500 INDEX FUNDAT COST$20,114,035$21,767,572
FINANCIAL SELECT SECTOR SPDRAT COST$876,154$946,881
HEALTH CARE SELECT SECTORAT COST$502,041$462,923
INDUSTRIAL SELECT SECT SPDRAT COST$161,252$152,710
INVESCO QQQ TRUST SERIES 1AT COST$3,126,445$3,434,954
INVESCO S&P 500 EQUAL WEIGHTAT COST$912,341$963,940
VANECK SEMICONDUCTOR ETFAT COST$618,717$640,055
ISHARES CORE S&P MIDCAP ETFAT COST$1,247,290$1,350,382
SPDR OIL & GAS EQUIP & SERVAT COST$656,258$600,187
ARTISAN INTL VAL-INSTAT COST$1,254,100$1,195,092
FIDELITY INTL INDX-INST PRMAT COST$2,638,067$2,493,312
JPMORGAN BETABUILDERS CANADAAT COST$601,320$637,216
ISHARES MSCI EUROPE FINANCIAAT COST$454,575$471,522
ISHARES MSCI UNITED KINGDOMAT COST$470,361$450,362
SPDR EURO STOXX 50 ETFAT COST$1,375,819$1,292,153
VANGUARD FTSE EUROPE ETFAT COST$1,423,227$1,342,391
ISHARES MSCI JAPAN ETFAT COST$1,820,222$1,764,059
WISDOMTREE JAPAN HEDGED EQAT COST$957,012$969,339
ISHARES CORE MSCI EMERGINGAT COST$4,124,016$3,943,916
VANECK GOLD MINERS ETFAT COST$577,421$561,482
BLACKROCK HIGH YIELD-KAT COST$1,639,360$1,615,896
DODGE & COX INCOME-IAT COST$3,805,710$3,798,355
ISHARES 7-10 YEAR TREASURY BAT COST$3,202,619$3,060,003
PIMCO TOTAL RETURN FUND-INSTAT COST$2,546,554$2,540,617
VANGUARD TTL BD MKT IDX-ADMAT COST$6,931,964$6,930,506

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryCOZEN O'CONNORCategoryTxt
Legal Fees$66,923LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$66,923DisbursementsCharitablePrpsAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescDUE FROM BROKERDesc
BOY Book Value$531,465BOYBookValueAmt
EOY Book Value$0EOYBookValueAmt
EOYFMV$0EOYFMVAmt

Other Notes Loans Rcvbl Long Sch OtherNotesLoansRcvblLongSch

Other Notes Loans Rcvbl Long OtherNotesLoansRcvblLongGrp (2 entries)

Insider RelationshipInsiderRelationshipTxtLoan OriginalLoanOriginalAmtBalance DueBalanceDueAmtNoteNoteDtLoan MaturityLoanMaturityDtInterestInterestRtSecurity Provided BorrowerSecurityProvidedBorrowerTxtLoan PurposeLoanPurposeTxtLender ConsiderationLenderConsiderationDescConsideration FMVConsiderationFMVAmt
UHAB HOUSING DEVELOPMENT FUND CORPORATION
NONE$3,000,000$3,134,5872022-022026-061.500000000000NONEACQUISITION AND PREDEVELOPMENT OF PROPERTYNONE$0
UHAB BRIDGE LOAN
NONE$1,830,000$912,4932024-102026-071.500000000000NONEACQUISITION AND PREDEVELOPMENT OF PROPERTYNONE$0

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INV MANAGEMENT FEE$45,810$45,810$0
OTHER PROFESSIONAL FEES$42,157$0$42,157

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$45,000$0$0
FTC$26,185$26,185$0

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