THE@MOSES FELDMAN FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE@MOSES FELDMAN FAMILY FOUNDATION (EIN 20-2086533)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-11-15
- IRS object ID
- 201623209349102532
- Schema version
- 2015v2.1
- 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
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-11-15T15:03:21-06:00 | ReturnTs |
| Tax Period End | 2015-12-31 | 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 | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 202086533 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Moses Feldman Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MOSES FELDMAN | InCareOfNm |
| Business Name Control | MOSE | BusinessNameControlTxt |
| Phone | 2158365105 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 161 Washington St Ste 410 Suite 4 | AddressLine1Txt |
| City | Conshohocken | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19428 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MOE FELDMAN | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 2155614200 | PhoneNum |
| Signature | 2016-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jared Szychter | PreparerPersonNm |
| PTIN | P00743296 | PTIN |
| Phone | 2155614200 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $46,672,200 | 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 | $226,465 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $5,825 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $5,772 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $873,170 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $873,170 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $182,212 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $9,038,035 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $94,466 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$55,864 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | -$56,866 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,231,808 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $916,542 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $65,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $65,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $21,427 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $21,427 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,225 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,056 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,169 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $43,707 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $12,207 | TaxesNetInvstIncmAmt |
| Deprec And Dpltn Rev And Expnss | $118 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $22,354 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,118 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $21,236 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $544 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $54 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $490 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $174,231 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $111,556 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $62,676 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $339,606 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $127,991 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $179,998 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,701,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,701,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,041,106 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $127,991 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,881,498 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$809,298 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $788,551 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $3,234,613 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,817,491 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,817,491 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,887,000 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,107,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,107,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $39,901,221 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $39,746,155 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $39,746,155 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,395 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,395 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $295 | LandBOYAmt |
| Other Assets BOY | $1,554 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,554 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,554 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $48,024,683 | TotalAssetsBOYAmt |
| Total Assets EOY | $46,672,200 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $46,672,200 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $48,024,683 | RetainedEarningBOYAmt |
| Retained Earning EOY | $46,672,200 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $48,024,683 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $46,672,200 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $48,024,683 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $46,672,200 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $48,024,683 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$809,298 | ExcessRevenueOverExpensesAmt |
| Subtotal | $47,215,385 | SubtotalAmt |
| Other Decreases | $543,185 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $46,672,200 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CS ACCT 8229 | $2,265,362 | $2,519,737 | -$254,375 | -$254,375 | |
| CS ACCT 8229 | $5,890,910 | $6,423,832 | -$532,922 | -$532,922 | |
| CAPITAL GAIN DIVIDENDS | $137,920 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $94,466 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,579,966 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $49,452,206 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.052171 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,676,189 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $45,962,285 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.036469 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,086,840 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $21,918,732 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049585 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,102,406 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $21,674,738 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050861 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,138,063 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $21,057,458 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054046 | DistributionYr5Rt |
| Total Distribution | 0.243132 | TotalDistributionRt |
| Average Distribution | 0.048626 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $47,754,845 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,322,127 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $7,886 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,330,013 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,881,498 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $15,771 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $15,771 | SubtotalAmt |
| Tax Based On Investment Income | $15,771 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $24,419 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $24,419 | TotalPaymentsAndCreditsAmt |
| Overpayment | $8,648 | OverpaymentAmt |
| Applied To ES Tax | $8,648 | 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 |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | PA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | www.tmfff.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSES FELDMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2158365105 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 841 ANDORRA RD | AddressLine1Txt |
| City | LAFAYETTE HILL | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19444 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| 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 (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 |
|---|---|---|---|---|---|---|---|---|
| MOSES FELDMAN | ||||||||
| 841 Andorra Road | Lafayette Hill | PA | 19444 | Trustee | 0 | $0 | $0 | $0 |
| SUSAN FELDMAN | ||||||||
| 841 Andorra Road | Lafayette Hill | PA | 19444 | TRUSTEE | 0 | $0 | $0 | $0 |
| Susannah McQuillan | ||||||||
| Eight Tower Bridge | Conshohocken | PA | 19428 | Executive Director | 20.0 | $65,000 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $45,274,012 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,208,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $48,482,076 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $48,482,076 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $727,231 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $47,754,845 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,387,742 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,387,742 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $15,771 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $15,771 | TotalTaxAmt |
| Distributable Before Adj | $2,371,971 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,371,971 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,371,971 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,881,498 | 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 | $1,881,498 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,881,498 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,371,971 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $288,697 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr1 | $0 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,881,498 | QualifyingDistributionsAmt |
| Applied To Year1 | $288,697 | AppliedToYear1Amt |
| Applied To Current Year | $1,592,801 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Undistributed Income CY | $779,170 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| JEWISH FEDERATION OF NORTH AMERICA | ||||||||
| Wall Street Station PO Box 157 | New York | NY | 10268 | NONE | PC | GENERAL | $50,000 | |
| LEAGUE OF CONSERVATION VOTERS | ||||||||
| 1920 L Street NW SUITE 800 | WASHINGTON | DC | 20036 | NONE | PC | GENERAL | $10,000 | |
| MORRIS ARBORETUM | ||||||||
| 100 E NORTHWESTERN AVE | PHILADELPHIA | PA | 19118 | NONE | PC | GENERAL | $135,000 | |
| NATIONAL AUDUBON SOCIETY | ||||||||
| 225 VARICK STREET 7TH VL | NEW YORK | NY | 10014 | NONE | PC | GENERAL | $35,000 | |
| NATURAL LANDS TRUST | ||||||||
| 1031 PALMERS MILL ROAD | MEDIA | PA | 19063 | NONE | PC | GENERAL | $20,000 | |
| PCI- MEDIA CENTER | ||||||||
| 777 UNITED NATIONS PLAZA 5TH FLOOR | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $24,000 | |
| PHILADELPHIA ORCHESTRA | ||||||||
| 260 BROAD STREET SUITE 1600 | PHILADELPHIA | PA | 19102 | NONE | PC | GENERAL | $25,000 | |
| PLANNED PARENTHOOD ASSOCIATION | ||||||||
| 610 LOUIS DRIVE | WARMINSTER | PA | 18974 | NONE | PC | GENERAL | $50,000 | |
| POPULATION CONNECTION | ||||||||
| 2120 L ST NW SUITE 500 | WASHINGTON | DC | 20037 | NONE | PC | GENERAL | $15,000 | |
| ROCKY MOUNTAIN INSTITUTE | ||||||||
| 2317 SNOWMASS CREEK ROAD | SNOWMASS | CO | 81654 | NONE | PC | GENERAL | $20,000 | |
| SEEDS OF PEACE | ||||||||
| 370 LEXINGTON AVENUE SUITE 401 | NEW YORK | NY | 10017 | NONE | PC | GENERAL | $50,000 | |
| SOUTHERN POVERTY LAW CENTER | ||||||||
| 400 WASHINGTON AVENUE | MONTGOMERY | AL | 36104 | NONE | PC | GENERAL | $15,000 | |
| THE ISRAEL PROJECT | ||||||||
| 2020 K STREET NW | WASHINGTON | DC | 20006 | NONE | PC | GENERAL | $40,000 | |
| UNION OF CONCERNED SCIENTISTS | ||||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | NONE | PC | GENERAL | $20,000 | |
| UNITED WAY OF SOUTHEASTERN PA | ||||||||
| 7 BENJAMIN FRANKLIN PARKWAY | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL | $10,000 | |
| WHYY | ||||||||
| 150 N 6TH STREET | PHILADELPHIA | PA | 19106 | NONE | PC | GENERAL | $15,000 | |
| AMERICAN ASSOCIATES BEN GURION UNIVERSITY | ||||||||
| 1430 BROADWAY 8TH FLOOR | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $20,000 | |
| AMERICAN BIRD CONSERVATION | ||||||||
| 1731 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20009 | NONE | PC | GENERAL | $15,000 | |
| AMERICAN JEWISH COMMITTEE | ||||||||
| PO BOX 705 | NEW YORK | NY | 10150 | NONE | PC | GENERAL | $65,000 | |
| AMERICAN JEWISH WORLD SERVICES | ||||||||
| 45 WEST 36TH STREET | NEW YORK | NY | 10018 | NONE | PC | GENERAL | $25,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 1617 JFK BLVD ONE PENN CENTER SUI | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL | $50,000 | |
| APPALACHIAN MOUNTAIN CLUB | ||||||||
| 5 JOY STREET | BOSTON | MA | 02108 | NONE | PC | GENERAL | $150,000 | |
| BATES COLLEGE | ||||||||
| 2 ANDREWS ROAD | LEWISTON | MA | 04240 | NONE | PC | GENERAL | $12,500 | |
| DELAWARE RIVERKEEPER | ||||||||
| 30 POND STREET 2ND FLOOR | BRISTOL | PA | 19007 | NONE | PC | GENERAL | $20,000 | |
| EARTH JUSTICE | ||||||||
| 426 17TH STREET | OAKLAND | CA | 94612 | NONE | PC | GENERAL | $50,000 | |
| HILLEL | ||||||||
| 800 EIGHTH STREET NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL | $50,000 | |
| LASALLE UNIVERSITY | ||||||||
| 1900 WEST OLNEY AVENUE | PHILADELPHIA | PA | 19141 | NONE | PC | GENERAL | $30,000 | |
| PENNSYLVANIA BALLET | ||||||||
| 1819 JFK BLVD | PHILADELPHIA | PA | 19103 | NONE | PC | GENERAL | $25,000 | SUITE 210 |
| PHILADELPHIA ZOO | ||||||||
| 3400 W GERARD AVE | PHILADELPHIA | PA | 19104 | NONE | PC | GENERAL | $20,000 | |
| WOODMERE ART MUSEUM | ||||||||
| 9201 Germantown Ave | Philadelphia | PA | 19118 | NONE | PC | GENERAL | $10,000 | |
| NEW ISRAEL FUND | ||||||||
| 330 Seventh Ave | New York | NY | 10001 | NONE | PC | GENERAL | $50,000 | |
| THE SUSTAINABITLITY LAB | ||||||||
| 229 East 85th Street | New York | NY | 10028 | NONE | PC | General | $25,000 | |
| WASHINGTON INST FOR NE POLICY | ||||||||
| 1828 L Street NW Ste 1050 | Washington | DC | 20036 | NONE | PC | GENERAL | $60,000 | |
| AMERICAN ISLAMIC CONGRESS | ||||||||
| 1718 M Street NW 243 | Washington | DC | 20036 | NONE | PC | GENERAL | $20,000 | |
| RAINFOREST TRUST | ||||||||
| 25 Horner Street | WARRENTON | VA | 20186 | NONE | PC | GENERAL | $15,000 | |
| COMMUNITY PARTNERSHIP SCHOOL | ||||||||
| 1936 N Judson St | Philadelphia | PA | 19121 | NONE | PC | GENERAL | $25,000 | |
| Israel Allies Foundation | ||||||||
| 1150 Connecticut Ave NW Ste 515 | Washington | DC | 20036 | NONE | PC | General | $100,000 | |
| PEF Israel Endowment Funds | ||||||||
| 15th 630 Third Avenue | New York | NY | 10017 | NONE | PC | General | $100,000 | |
| Brandeis Univeristy | ||||||||
| 415 South Street | Waltham | MA | 02453 | NONE | PC | General | $30,000 | |
| World Union for Prog Judaism | ||||||||
| 633 Third Ave 7th floor | New York | NY | 10017 | NONE | PC | General | $20,000 | |
| Jewish Federation of Greater Philadelphia | ||||||||
| Moses Susan Feldman Philanthropic | Philadelphia | PA | 19103 | NONE | PC | GENERAL | $55,000 | 2100 Arch Street |
| Greenburgh Nature Center | ||||||||
| 99 Dromore Road | Scarsdale | NY | 10583 | NONE | PC | GENERAL | $15,000 | |
| Wissahickon Valley Watershed | ||||||||
| 12 MOrris Road | Ambler | PA | 19002 | NONE | PC | GENREAL | $15,000 | |
| Pecan Street Institute | ||||||||
| 3925 W Braker Lane | Austin | TX | 78759 | NONE | PC | GENERAL | $25,000 | |
| 92nd Street YMCA | ||||||||
| 1395 Lexington Ave | New York | NY | 10128 | NONE | PC | GENERAL | $10,000 | |
| Amer Jewish Comm of Phila & S NJ | ||||||||
| 30 S 15th Street | Phialdelphia | PA | 19102 | NONE | PC | GENERAL | $15,000 | Suite 801 |
| Angels Foster Family Network | ||||||||
| 9295 Farnham Street | San Diego | CA | 92123 | NONE | PC | GENERAL | $25,000 | Suite 200 |
| The Children's Village | ||||||||
| 400 E Fordham Road | Bronx | NY | 10458 | NONE | PC | GENERAL | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,701,500 | 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 | $5,825 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $873,170 | 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) |
|---|---|---|
| Unrelated Business Taxbl Incm | $87,746 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $94,466 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP AND OTHER INCOME | Desc |
| Unrelated Business Taxbl Incm | $1,002 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$56,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $88,748 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $916,595 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,005,343 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JACOB FELDMAN CHARITABLE LEAD TRUST | ||||||
| 1 | 841 Andorra Road | Lafayette Hill | PA | 19444 | $31,123 | Yes (X) |
| SARA FELDMAN CHARITABLE LEAD TRUST | ||||||
| 2 | 841 Andorra Road | Lafayette Hill | PA | 19444 | $195,342 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $12,225 | Amt |
| Net Investment Income | $3,056 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,169 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (4 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt |
|---|---|---|---|---|---|
| OFFICE FURNITURE | 2006-05-19 | $3,473 | $3,473 | M7 | |
| OFFICE FURNITURE | 2006-06-29 | $1,151 | $1,151 | M7 | |
| FILE CABINET | 2011-05-31 | $339 | $232 | M7 | $30 |
| OFFICE FURNITURE | 2012-06-30 | $432 | $244 | M7 | $54 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | COMMERCIAL METALS CO | StockNm |
| EOY Book Value | $4,107,000 | EOYBookValueAmt |
| EOYFMV | $4,107,000 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (23 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| ACORN PARTNERS | FMV | $11,990 | $11,990 |
| STATE OF ISRAEL BONDS | FMV | $250,000 | $250,000 |
| AMERICAN ISRAEL PAPER MILLS, L | FMV | $75 | $75 |
| ELLIOTT INTERNATIONAL PARTNERS | FMV | $4,387,948 | $4,387,948 |
| SENTINEL CAPITAL INVESTORS III | FMV | $6,206 | $6,206 |
| PALOMA INTERNATIONAL LIMITED | FMV | $1,239,090 | $1,239,090 |
| SENECA INTERNATIONAL | FMV | $0 | $0 |
| REGIS PRIVATE EQUITY INVESTORS | FMV | $0 | $0 |
| SENTINEL CAPITAL PARTNERS IV | FMV | $780,223 | $780,223 |
| TRIDENT IV, LP | FMV | $1,092,702 | $1,092,702 |
| SENTINEL CAPITAL INV IV-A | FMV | $781,410 | $781,410 |
| RIVERSTONE V | FMV | $1,038,675 | $1,038,675 |
| REGIS - CHARLES SCHWAB | FMV | $25,130,448 | $25,130,448 |
| HB MULTI-STRATEGY | FMV | $0 | $0 |
| HB HMLP LP | FMV | $0 | $0 |
| OMEGA PARTNERS | FMV | $2,052,865 | $2,052,865 |
| JARGONNANT PARTNERS | FMV | $687,326 | $687,326 |
| LEXINGTON CAPITAL PARTNERS | FMV | $497,290 | $497,290 |
| HG CAPITAL VIII LLC | FMV | $1,310,000 | $1,310,000 |
| ACORN OVERSEAS LIMITED | FMV | $0 | $0 |
| TREGARON OPP FUND II | FMV | $39,151 | $39,151 |
| HOSPI CORPORATION SERIES A | FMV | $168,749 | $168,749 |
| MAINSAIL II | FMV | $272,007 | $272,007 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| OFFICE FURNITURE | $3,473 | $3,473 | |
| OFFICE FURNITURE | $1,151 | $1,151 | |
| FILE CABINET | $339 | $262 | $77 |
| OFFICE FURNITURE | $432 | $298 | $134 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSIT | Desc |
| BOY Book Value | $1,554 | BOYBookValueAmt |
| EOY Book Value | $1,554 | EOYBookValueAmt |
| EOYFMV | $1,554 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN (LOSS) | Desc |
| Amt | $543,185 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE SUPPORT | $50,226 | $5,023 | $45,203 |
| ASSET MANAGEMENT FEES | $105,423 | $105,423 | |
| INSURANCE | $3,385 | $3,385 | |
| UTILITIES & TELEPHONE | $2,906 | $145 | $2,761 |
| MISCELLANEOUS | $3,080 | $3,080 | |
| OFFICE SUPPLIES | $219 | $66 | $154 |
| TRAVEL, MEETING & CONFERENCE | $8,992 | $899 | $8,093 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| LEXINGTON CAPITAL PARTNERS | -$10,544 | -$10,544 |
| SENTINEL CAPITAL PARTNERS IV-A, LP | -$670 | -$670 |
| TRIDENT IV, LP | -$12,223 | -$12,223 |
| REGIS PRIVATE EQUITY INVESTORS | -$21,556 | -$21,556 |
| ACORN PARTNERS | -$53 | $258 |
| HG CAPITAL | -$19,511 | -$14,707 |
| SENTINEL CAPITAL PARTNERS IV, LP | $5,698 | -$419 |
| Sentinel Capital | $18,234 | $18,234 |
| Tregaron Opp Fund III | -$15,378 | -$15,378 |
| Charles Schwab - Payments in Lieu of Div | $139 | $139 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| FOREIGN TAXES | $12,207 | $12,207 |
| FEDERAL TAXES | $31,500 |
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